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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
Featured Articles
Contrarian Notes Blog
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Nasdaq is leading the Dow by the widest margin since 1991 as blue-chip gauge erases 2023 gain. Is that a good sign?
May 16, 2023
Tickers
AAPL
COMP
COST
CSCO
Tags
HD
COMP
SPX
From
MarketWatch
‘Survival of the strongest’: How pandemic-era shifts may upend market’s recession narrative
May 16, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD01M
From
MarketWatch
Why stock-market bears are inadvertently supporting a rally despite some bad news
May 16, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Here’s the big thing holding up the stock market, says Bank of America
May 16, 2023
Tickers
AAPL
AI
AMD
AMGN
Tags
CL/1
BRK/A
UK:VOD
From
MarketWatch
U.S. stock futures stalled as debt-ceiling discussions loom
May 16, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
YM00
ES00
NQ00
From
MarketWatch
A U.S. default would destabilize the financial ecosystem that investors swim in, strategist warns
May 15, 2023
Tickers
COMP
DJIA
KRE
SPX
Tags
KRE
DXY
COMP
From
MarketWatch
Here are all the times stock-market bulls got fooled by ‘bogus bear-market bottoms’ — so far
May 15, 2023
Tickers
COMP
DJIA
NDX
SPX
Tags
NDX
DJIA
COMP
From
MarketWatch
Will Take-Two announce ‘Grand Theft Auto 6’ for 2024 or save it for 2025?
May 15, 2023
Tickers
APP
COMP
EA
SPX
Tags
APP
TTWO
U
From
MarketWatch
Paul Tudor Jones says stocks likely to finish 2023 higher because Fed is done hiking rates
May 15, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
DJIA
NVDA
COMP
From
MarketWatch
The ‘end of the runway’ is nearing for lofty tech and soggy banks. Get ready, says this strategist
May 15, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
AU:NCM
HD
MMP
From
MarketWatch
U.S. stock futures rise as hopes build for debt-ceiling resolution
May 15, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
ES00
NQ00
HD
From
MarketWatch
‘The Fed is problem No. 1 in American finance,’ right now, says prominent market pundit
May 14, 2023
Tickers
COMP
GDX
JPM
SPX
Tags
GDX
COMP
SPX
From
MarketWatch
Why the stock market will struggle to rally until debt ceiling, bank woes are in rearview mirror
May 14, 2023
Tickers
AAPL
COMP
DJIA
KRE
Tags
KRE
SPX
COMP
From
MarketWatch
The latest threat to stocks? A resurgent U.S. dollar.
May 12, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
USDJPY
USDCHF
From
MarketWatch
Here’s the eerie parallel between SVB’s collapse and the demise of Bear Stearns, say Bank of America strategists
May 12, 2023
Tickers
COMP
SPX
Tags
COMP
SPX
From
MarketWatch
U.S. stock futures advance after 222-point drop in the Dow
May 12, 2023
Tickers
COMP
DIS
DJIA
GOOGL
Tags
ES00
NQ00
TSLA
From
MarketWatch
Here’s where investors may turn to ‘hide’ as U.S. debt-ceiling deadline looms based on 2011 market reaction
May 11, 2023
Tickers
COMP
DJIA
GLD
SPX
Tags
BX:TMUBMUSD10Y
BX:TMUBMUSD01M
DJIA
From
MarketWatch
AppLovin, Unity stocks soar as investors see mobile-ad market bottoming, but analysts are still cautious
May 11, 2023
Tickers
APP
ATVI
COMP
MYPS
Tags
MYPS
APP
SPX
From
MarketWatch
Debt-ceiling standoff: Here’s what could go into a bipartisan deal
May 11, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Nasdaq in line for fresh 9-month high amid hopes Fed rate hikes are at an end
May 11, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
NQ00
ES00
From
MarketWatch
Why Compass Stock Surged Today
May 10, 2023
Tickers
COMP
Tags
Recent Press Releases
Market News
COMP
From
Motley Fool
Cost of insuring against default on U.S. government debt hits all-time high amid debt-ceiling impasse
May 10, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD30Y
COMP
From
MarketWatch
Value stocks lag growth equities after U.S. CPI inflation report
May 10, 2023
Tickers
COMP
DJIA
IWD
IWF
Tags
VBR
IWD
DJIA
From
MarketWatch
Wall Street cheers latest inflation report, but some say it could spell trouble for stocks down the road
May 10, 2023
Tickers
COMP
DJIA
JPM
SPX
Tags
COMP
SPX
USDJPY
From
MarketWatch
Bed Bath & Beyond bankruptcy: What it means for industrial and commercial real estate
May 10, 2023
Tickers
BBBYQ
COMP
Tags
BBBYQ
COMP
From
MarketWatch
Dow trims losses, Nasdaq advances in final hour of trade after CPI report shows inflation eased in April
May 10, 2023
Tickers
AFRM
BYND
COMP
CTIC
Tags
HRB
BYND
HOOD
From
MarketWatch
Can stock-market investors keep their cool in debt-ceiling showdown? Here’s what to watch.
May 10, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD01M
DJIA
COMP
From
MarketWatch
Why stock-market investors aren’t freaking out about the debt-ceiling showdown — yet
May 10, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD01M
From
MarketWatch
Cost of insuring against default on U.S. government debt reaches record high
May 10, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD30Y
From
MarketWatch
Debt-ceiling standoff: Here’s what could go into a bipartisan deal
May 10, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
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