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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Latest News about COMP
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U.S. stock futures slip following S&P 500’s fresh 2023 high, as bond yields rise
December 04, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
NQ00
From
MarketWatch
Dow near record high because traders are calling bluff on ‘higher-for-longer’ Fed
December 01, 2023
Tickers
COMP
DJIA
SPX
Tags
CL00
SPX
COMP
From
MarketWatch
S&P 500 futures steady after 520-point Dow surge, as Powell comments awaited
December 01, 2023
Tickers
COMP
DELL
DJIA
ESTC
Tags
YM00
IOT
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stocks are poised to record their best month in over a year. That’s good for the market in December and 2024.
November 30, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Classic ’60-40′ mix of stocks and bonds surges in November, heads for best performance since 2020, Bespoke finds
November 30, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Bond market reflects jitters about wall of maturing office REIT debt
November 30, 2023
Tickers
ARE
BXP
COMP
DJIA
Tags
BXP
VNO
COMP
From
MarketWatch
Popular QQQ ETF on track for biggest monthly gain since July 2022 as tech stocks soar
November 30, 2023
Tickers
AAPL
AMZN
COMP
CRWD
Tags
AAPL
META
MSFT
From
MarketWatch
S&P 500 futures up near four-month highs ahead of PCE inflation report
November 30, 2023
Tickers
CBRL
COMP
CRM
DELL
Tags
COMP
SPX
ES00
From
MarketWatch
Fed rate-cut hopes are fueling an ‘everything rally’ on Wall Street
November 29, 2023
Tickers
ARKK
COIN
COMP
DJIA
Tags
NDX
BX:TMUBMUSD02Y
QQQ
From
MarketWatch
As Biden touts his Inflation Reduction Act, analysts size up how Trump might repeal it
November 29, 2023
Tickers
COMP
DJIA
FAN
ICLN
Tags
FAN
SPX
COMP
From
MarketWatch
S&P 500 futures flirt with four-month highs as bonds rally afresh
November 29, 2023
Tickers
COMP
CRM
DJIA
DLTR
Tags
CRM
WOOF
GC00
From
MarketWatch
How stocks, bonds and other investments in 46 categories should perform over the next 10 years, U.S.’s oldest bank says
November 28, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
What 2024 S&P 500 forecasts really say about the stock market
November 28, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Consumers are facing ‘widespread’ rise in loan delinquencies
November 28, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
COMP
From
MarketWatch
Stock investors must ‘go against the grain’ in 2024 ‘trader’s market,’ Wells Fargo says
November 28, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
SPX
COMP
VIX
From
MarketWatch
S&P 500 futures edge lower as November rally runs out of steam
November 28, 2023
Tickers
COMP
CRWD
DJIA
HPE
Tags
COMP
SPX
WDAY
From
MarketWatch
Stocks are entering second year of a bull market that could spell 12% gains, BMO says
November 27, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Black Friday often kicks off a year-end rally in corporate bonds
November 27, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
BX:TMUBMUSD30Y
From
MarketWatch
Stocks are up in ‘home stretch’ of 2023. Here’s how equities historically perform in the week after Thanksgiving as markets shift to holiday season.
November 27, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
S&P 500 futures pull back after four-week winning streak
November 27, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
ES00
NQ00
YM00
From
MarketWatch
Stock market heads into year-end with serious momentum. What that means for December and beyond.
November 26, 2023
Tickers
COMP
DJIA
EEM
EFA
Tags
DJIA
BX:TMUBMUSD10Y
EEM
From
MarketWatch
Here’s how the stock market has performed on Black Friday going back to 1990
November 24, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
U.S. stock futures inch higher ahead of holiday-shortened trading session
November 24, 2023
Tickers
AMZN
COMP
DJIA
NVDA
Tags
BX:TMUBMUSD10Y
WMT
DJIA
From
MarketWatch
Why stocks’ Thanksgiving week performance is important to watch
November 22, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
KBW spotlights East West Bancorp, Webster Bank and Western Alliance as offering growth and value in tough year for bank stocks
November 22, 2023
Tickers
BKX
BPOP
CMA
COLB
Tags
SPX
COMP
BPOP
From
MarketWatch
New ETF invested in Ozempic maker and exposed to other obesity drugs falls in first day of trade
November 22, 2023
Tickers
AMGN
ARKK
BFIT
COMP
Tags
DJIA
HRTS
IHE
From
MarketWatch
Is the U.S. stock market open on Thanksgiving and Black Friday? What investors need to know.
November 22, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
S&P 500 futures stall amid Nvidia caution as trading thins ahead of holidays
November 22, 2023
Tickers
COMP
DE
DJIA
NDX
Tags
BX:TMUBMUSD10Y
DJIA
YM00
From
MarketWatch
November stock-market rally gets a boost from computerized funds and companies buying back their shares
November 21, 2023
Tickers
COMP
SPX
Tags
SPX
COMP
From
MarketWatch
Why American Eagle Shares Are Trading Lower By Around 16%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
November 21, 2023
Tickers
A
ABVC
AEO
AIRE
Tags
MCAF
TCON
SGD
From
Benzinga
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