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Default Rates
What We Buy Currently
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Preferred Custodian Settlement
Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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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
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Latest News about COMP
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S&P 500 futures inch higher amid cautious trading ahead of inflation report
November 14, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
COMP
SPX
ES00
From
MarketWatch
Dow sees first bearish ‘death cross’ since March 2022. Here is what typically happens next.
November 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Battered small-cap stocks look like a buy, BofA Global says
November 13, 2023
Tickers
COMP
SPX
Tags
RUA
SPX
XX:RT200
From
MarketWatch
Don’t rule out a Bill Clinton-style 1990s boom for the economy, UBS says
November 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Younger women are bold investors, but they need to remember this one thing
November 13, 2023
Tickers
COMP
SPX
Tags
COMP
SPX
From
MarketWatch
Hedge funds are betting that stocks will fall and indexes will rise at the same time. What’s going on?
November 13, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
AMZN
MSFT
AAPL
From
MarketWatch
Analysts see 40% chance of government shutdown this weekend, as House plans Tuesday vote
November 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Wall Street is bracing for inflation data that includes problematic undertones for the Fed
November 13, 2023
Tickers
BAC
COMP
DJIA
SPX
Tags
UK:BARC
SPX
BX:TMUBMUSD02Y
From
MarketWatch
Bankrupt WeWork’s stock pulls back, continuing rollercoaster ride
November 13, 2023
Tickers
COMP
WEWKQ
Tags
COMP
WEWKQ
From
MarketWatch
S&P 500 futures dip after strong run as inflation data looms
November 13, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
HD
BX:TMUBMUSD10Y
YM00
From
MarketWatch
Stock-market rally faces make-or-break moment. How to play U.S. October inflation data.
November 12, 2023
Tickers
COMP
SPX
Tags
CL/1
SPX
COMP
From
MarketWatch
Wall Street hasn’t been this jumpy about a recession since the Volcker era
November 11, 2023
Tickers
COMP
SPX
Tags
COMP
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
From
MarketWatch
Wall Street analysts are excited about this bullish stock-market indicator
November 10, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Curaleaf and Canopy Growth miss Q3 analyst marks while Ascend Wellness beats forecasts
November 10, 2023
Tickers
AAWH
CGC
COMP
CURLF
Tags
MSOS
AAWH
STZ
From
MarketWatch
U.S. stock futures struggle as investors weigh up higher-for-longer rates
November 10, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
NQ00
From
MarketWatch
Rare stock-market event? Here’s how many times the S&P 500 has seen a 9-day winning streak in the last 95 years.
November 09, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
A tech stock breakout defies market bears and signals strength into year-end, analyst says
November 09, 2023
Tickers
COMP
DJIA
SPX
XLK
Tags
DJIA
SPX
XLK
From
MarketWatch
S&P 500 futures struggle to extend eight-day winning streak ahead of Powell comments
November 09, 2023
Tickers
COMP
DJIA
NVAX
PLUG
Tags
NVAX
YM00
NQ00
From
MarketWatch
Nobody on Wall Street wants to bet against the ‘Magnificent Seven’
November 08, 2023
Tickers
AAPL
AMZN
COMP
GOOGL
Tags
AAPL
META
AMZN
From
MarketWatch
Tempted to go bargain-hunting for small-cap stocks? Why you might want to wait.
November 08, 2023
Tickers
COMP
SML
SPX
Tags
COMP
RUT
SPX
From
MarketWatch
Credit-card, auto-loan ‘stress’ rises as U.S. consumers fall behind on payments
November 08, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
The U.S. dollar has peaked — now it gets ‘messy’: SocGen
November 08, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Market-based inflation expectations jump, adding to list of upside risks
November 08, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Stock-market timers beware: Just 8 days account for all of the S&P 500’s 14% gain in 2023
November 08, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Election takeaways: Biden ‘didn’t stop Democrats from winning,’ while Youngkin was hit with ‘a stunning repudiation’
November 08, 2023
Tickers
COMP
DJIA
MSOS
SPX
Tags
MSOS
DJIA
COMP
From
MarketWatch
S&P 500 futures edge lower after seven-day winning streak, best in two years
November 08, 2023
Tickers
AMC
COMP
DIS
DJIA
Tags
DIS
RBLX
YM00
From
MarketWatch
The 60/40 stock-bond portfolio appears to be broken. Here’s how it could change.
November 07, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
DJIA
GS
COMP
From
MarketWatch
These are the 5 D’s driving the housing market. One is diamonds and another is death, says real-estate CEO.
November 07, 2023
Tickers
COMP
ICE
Tags
COMP
ICE
From
MarketWatch
Why U.S. outlook is ‘fragile’ and investors should go defensive, in six charts
November 07, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
SPX
BX:TMUBMUSD03Y
From
MarketWatch
Needham Maintains Buy Rating for Compass: Here's What You Need To Know
November 07, 2023
Tickers
COMP
Tags
COMP
Analyst Ratings
Market News
From
Benzinga
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