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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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Debt-ceiling deal: Here’s what’s next as it still faces hurdles in Congress
May 30, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
‘Few are priced for an upcrash.’ The S&P 500 could reach 4,600 this year, thanks to pessimism, says RBC.
May 30, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
WPP
YM00
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 eyes fresh 10-month high after debt-ceiling deal
May 30, 2023
Tickers
COMP
DJIA
NDX
NVDA
Tags
NQ00
DJIA
ES00
From
MarketWatch
Stock, bonds, or cash? Here’s investors’ best playbook for the debt ceiling, Fed policy and recession risks
May 28, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD01Y
From
MarketWatch
‘We have been turning away deals,’ says Fundrise CEO of new $500 million fund lending to cash-strapped landlords
May 27, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
TSMC stock rides Nvidia’s AI wave to best week in more than a year
May 26, 2023
Tickers
AMD
AMZN
COMP
GOOG
Tags
AMD
SOX
NVDA
From
MarketWatch
Did Nvidia just help create an AI-fueled stock bubble?
May 26, 2023
Tickers
AAPL
AMZN
COMP
CSCO
Tags
NVDA
SPX
GOOGL
From
MarketWatch
AI buzz pushes tech stocks higher – but here’s why the ripple effect in stocks may still be ‘narrow’
May 26, 2023
Tickers
AMZN
ARKK
CHAT
COMP
Tags
CHAT
ARKK
NET
From
MarketWatch
McCarthy deputy says debt-ceiling talks are ‘up and down’
May 26, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Citigroup upgrades its rating on U.S. stocks, powered by AI boom, resilient economy
May 26, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
COMP
NVDA
SPX
From
MarketWatch
Is the U.S. stock market closed on on Memorial Day?
May 26, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
DJIA
BX:TMUBMUSD01M
BX:TMUBMUSD10Y
From
MarketWatch
How the AI boom can affect your money and your career
May 26, 2023
Tickers
AAPL
AMZN
COMP
GOOGL
Tags
GOOGL
NVDA
SPX
From
MarketWatch
‘The economy is still too hot for the Fed’: Chance of June rate hike rises further above 50% after inflation data
May 26, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
SPX
COMP
From
MarketWatch
U.S. stock futures edge lower as investors await debt-ceiling news, inflation data
May 26, 2023
Tickers
COMP
DJIA
MRVL
NVDA
Tags
MRVL
SPX
NVDA
From
MarketWatch
Dow drags behind Nasdaq by widest margin yet as blue-chip gauge misses out on Nvidia rally
May 25, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
DJIA
TSLA
RUT
From
MarketWatch
Another risk for markets to consider: Debt-ceiling talks that could stretch into Fed’s June meeting
May 25, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Debt-ceiling talks: McCarthy and Biden both say Thursday that negotiators are making ‘progress’
May 25, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
DJIA
COMP
NVDA
From
MarketWatch
Hedge funds record biggest outflows of year in April as investors pull $12 billion
May 25, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
SPX
BX:TMUBMUSD10Y
NVDA
From
MarketWatch
Why Nvidia and other ‘picks and shovels’ of tech will stay solid bets, say these veteran investors
May 25, 2023
Tickers
AAPL
ADSK
AEO
AI
Tags
SNOW
BBY
DJIA
From
MarketWatch
Nvidia surge boosts Nasdaq futures while debt-ceiling debacle damps Dow
May 25, 2023
Tickers
AI
AMD
COMP
DJIA
Tags
COMP
AMD
AI
From
MarketWatch
Dow futures dip after Fitch puts U.S. credit ratings on ‘ratings watch negative’ as debt-ceiling deadline nears
May 24, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
COMP
NVDA
SPX
From
MarketWatch
Nvidia earnings: What to expect
May 24, 2023
Tickers
COMP
DJIA
NVDA
SOX
Tags
DJIA
SOX
COMP
From
MarketWatch
What happens if the debt ceiling isn’t raised? ‘If there was ever a time for a rainy-day fund, this is it.’
May 24, 2023
Tickers
COMP
DJIA
SCHW
SPX
Tags
BX:TMUBMUSD01M
SCHW
DJIA
From
MarketWatch
U.S. stock futures slip as debt-ceiling fretting lingers
May 24, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
BX:TMBMKGB/02Y
SPX
NVDA
From
MarketWatch
BlackRock’s Rick Rieder sees ‘epic’ cash on sidelines as he takes lead role on new ETF
May 23, 2023
Tickers
BINC
BLCV
COMP
DJIA
Tags
DJIA
BX:TMUBMUSD10Y
BLCV
From
MarketWatch
Palo Alto Networks turns in another beat-and-raise quarter amid tight business spending
May 23, 2023
Tickers
CIBR
COMP
HACK
PANW
Tags
SPX
CIBR
COMP
From
MarketWatch
Debt-ceiling angst sends Treasury bill yields toward 6%
May 23, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Goldman Sachs says weak investment flows suggest limited upside for the S&P 500
May 23, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Tesla’s stock suffering first drop in 6 days as it pulls back from 7-week high
May 23, 2023
Tickers
COMP
DRIV
SPX
TSLA
Tags
COMP
SPX
DRIV
From
MarketWatch
Stay bullish on stocks, bearish on commodities as deflation clouds gather, says this quant strategy.
May 23, 2023
Tickers
A
AAPL
AMC
AMZN
Tags
COMP
BX:TMUBMUSD02Y
C00
From
MarketWatch
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