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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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This closely watched stock-market indicator shows the current rally is poised to extend through year end
November 21, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
5 Analysts Have This to Say About Compass
November 21, 2023
Tickers
COMP
Tags
Market News
Analyst Ratings
COMP
From
Benzinga
S&P 500 futures stall near four-month highs as traders eye Nvidia earnings
November 21, 2023
Tickers
ADI
ADSK
BBY
COMP
Tags
NVDA
KSS
YM00
From
MarketWatch
Small-cap stocks have been left in the dust. Seasonal factors may help them catch up, analyst says.
November 20, 2023
Tickers
AAPL
COMP
MSFT
NDX
Tags
RUA
NDX
RUT
From
MarketWatch
Stocks shrug off downturn fears as number of companies citing ‘recession’ drops
November 20, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
U.S. stocks avoided an ‘earnings apocalypse’ in November. But one final test looms on Tuesday.
November 20, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
DJIA
SPX
NVDA
From
MarketWatch
Why stock-market investors can’t snooze during Thanksgiving week
November 20, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Another Treasury bond auction could rattle stocks on Monday. Here’s what investors need to know.
November 20, 2023
Tickers
C
COMP
DJIA
SPX
Tags
BX:TMUBMUSD20Y
SPX
COMP
From
MarketWatch
S&P 500 futures hold best levels in two months amid optimism Fed is finished raising rates
November 20, 2023
Tickers
A
COMP
DJIA
KEYS
Tags
DJIA
BX:TMUBMUSD10Y
ZM
From
MarketWatch
U.S. stocks surge to near summer highs ahead of Black Friday as investors weigh holiday shopping ahead
November 19, 2023
Tickers
COMP
DJIA
HD
QLTY
Tags
TJX
BX:TMUBMUSD10Y
HD
From
MarketWatch
The Fed didn’t drive U.S. stock market rally so far this year, but AI did
November 17, 2023
Tickers
AAPL
AMZN
ASML
COMP
Tags
SPX
COMP
META
From
MarketWatch
S&P 500 flirts with quickest comeback from correction territory in 10 years. Could it last?
November 17, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
ChargePoint faces ‘painful transition’ after major changes, analyst warns
November 17, 2023
Tickers
BLNK
CHPT
COMP
SPX
Tags
SPX
CHPT
COMP
From
MarketWatch
What is deflation? It’s not a one-time price discount — and it’s not something to cheer, economists say
November 17, 2023
Tickers
COMP
DJIA
SPX
WMT
Tags
WMT
DJIA
SPX
From
MarketWatch
S&P 500 futures rise ahead of options expiration
November 17, 2023
Tickers
COMP
DJIA
GPS
SPX
Tags
SPX
COMP
YM00
From
MarketWatch
Popular TLT Treasury fund is raking in $20 billion in new assets despite ‘frankly terrible’ returns, says researcher
November 16, 2023
Tickers
COMP
DJIA
SPX
TLT
Tags
DJIA
COMP
TLT
From
MarketWatch
S&P 500 futures hold near two-month highs after strong rally
November 16, 2023
Tickers
AMAT
BZH
COMP
CSCO
Tags
WMT
VIX
NQ00
From
MarketWatch
Don’t be fooled: Huge one-day stock rallies are more common in bear markets
November 15, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Options traders are piling into bullish bets on small-cap stocks at a record pace
November 15, 2023
Tickers
COMP
SPX
Tags
SPX
RUT
COMP
From
MarketWatch
How investors are gearing up for the end of Fed rate hikes, according to MFS survey
November 15, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
AGG
SPX
TLT
From
MarketWatch
U.S. inflation could turn negative next year, says Cathie Wood
November 15, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Wall Street celebrated the latest inflation numbers. Main Street is still holding its breath.
November 15, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
S&P 500 futures extend rally amid signs of cooling inflation
November 15, 2023
Tickers
COMP
CSCO
DJIA
PANW
Tags
BX:TMUBMUSD10Y
CSCO
RUT
From
MarketWatch
Fifty S&P 500 companies record best day of the year
November 14, 2023
Tickers
BAC
BEN
BLK
COMP
Tags
DJIA
BLK
BEN
From
MarketWatch
Fed credibility at risk if it cuts interest rates too soon, says Citadel’s Ken Griffin
November 14, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Technology stocks hit record high as Nasdaq looks to exit correction territory
November 14, 2023
Tickers
AAPL
AMZN
COMP
GOOG
Tags
XLK
GOOG
TSLA
From
MarketWatch
Amazon’s stock is about to reach a milestone not seen in 19 months
November 14, 2023
Tickers
AMZN
COMP
META
PINS
Tags
PINS
META
SNAP
From
MarketWatch
Russell 2000 outperforms Nasdaq, on pace for best day in a year
November 14, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
RUT
From
MarketWatch
AMD’s stock finds a new fan amid AI potential
November 14, 2023
Tickers
AMD
COMP
SOX
Tags
COMP
AMD
SOX
From
MarketWatch
Bank ETFs surge after inflation report comes in softer than Wall Street anticipated
November 14, 2023
Tickers
BAC
C
COMP
DJIA
Tags
KRE
BAC
TFC
From
MarketWatch
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