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about us
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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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Another Wall Street strategist says last week’s U.S. stock-market rally will soon fizzle. Here’s why.
November 07, 2023
Tickers
ARKK
COMP
DJIA
JPM
Tags
SPX
JPM
COMP
From
MarketWatch
Appian To Rally Around 47%? Here Are 10 Top Analyst Forecasts For Tuesday
November 07, 2023
Tickers
ALTO
APPN
ATEC
AYX
Tags
Penny Stocks
RMAX
Small Cap
From
Benzinga
S&P 500 futures dip after six-day winning streak
November 07, 2023
Tickers
COMP
DDOG
DHI
DJIA
Tags
NQ00
ES00
YM00
From
MarketWatch
Compass (COMP) Q3 2023 Earnings Call Transcript
November 07, 2023
Tickers
COMP
Tags
Recent Press Releases
COMP
Market News
From
Motley Fool
Fed likely to cut rates below 3%, making bonds attractive now, Guggenheim says
November 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
The $26 trillion Treasury market is showing resilience in a year of extreme volatility, regulators say
November 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD30Y
From
MarketWatch
‘Stock-market correction is over’ after broad surge amid ‘epic’ market rallies
November 06, 2023
Tickers
AMZN
COMP
DJIA
META
Tags
XX:SP500/40
XX:SP500/60
XX:SP500/25
From
MarketWatch
Will a stock-market rally follow a peak in bond yields? It depends.
November 06, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
The Fed wanted the bond market’s help in fighting inflation. Is it backfiring?
November 06, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
GS
UK:BARC
COMP
From
MarketWatch
Wall Street veteran sees ‘once in a generation buying opportunity’ in unloved areas of global stocks
November 06, 2023
Tickers
ACWI
AMZN
COMP
DJIA
Tags
GOOG
DJIA
COMP
From
MarketWatch
Hedge funds left behind as stocks, bonds scored best week of 2023, data shows
November 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD30Y
From
MarketWatch
Earnings Scheduled For November 6, 2023
November 06, 2023
Tickers
AAON
ACVA
ADEA
ADTN
Tags
MGNX
NPCE
ROVR
From
Benzinga
S&P 500 futures show stocks extending latest rally
November 06, 2023
Tickers
COMP
DIS
DJIA
NXPI
Tags
UBER
COMP
SPX
From
MarketWatch
The Dow ripped higher last week. Why doubters ‘don’t believe in this rebound’.
November 05, 2023
Tickers
COMP
DJIA
SPX
TGT
Tags
TGT
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Home-builder ETFs surge this week, exceeding the Dow’s big gains
November 03, 2023
Tickers
COMP
DJIA
ITB
SPX
Tags
BX:TMUBMUSD10Y
XHB
DJIA
From
MarketWatch
Inflation could still derail stock-market rally built on Fed-is-done trade
November 03, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Jobs report reaction: ‘It is increasingly hard to imagine the Fed hiking interest rates any further,’ economist says
November 03, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Are investors walking into a monster bull trap? Watch for these signals, says portfolio manager.
November 03, 2023
Tickers
AAPL
AMC
AMZN
BILL
Tags
NVDA
CL/1
MULN
From
MarketWatch
S&P 500 futures pause after soft Apple guidance as payrolls data awaits
November 03, 2023
Tickers
AAPL
ARKK
COMP
DJIA
Tags
KRE
ARKK
YM00
From
MarketWatch
Why Opendoor, Redfin, and Compass Stocks All Jumped Today
November 02, 2023
Tickers
COMP
OPEN
RDFN
Tags
COMP
Market News
RDFN
From
Motley Fool
A Landmark Verdict Could Change How Much You Pay For Your Next House
November 02, 2023
Tickers
BRK
COMP
HOUS
RDFN
Tags
News
COMP
VNQ
From
Benzinga
U.S. recession signs are resurgent and Blackstone’s Jon Gray says investors should heed them
November 02, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
Stock, bond markets jump on a Fed-is-done trade that may be too early to call
November 02, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD30Y
From
MarketWatch
Why stock-market bulls say ‘Santa rally’ may have already started as equities surge to kick off November
November 02, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures extend gains on hopes rate-hike cycle has peaked
November 02, 2023
Tickers
AAPL
COMP
DJIA
SPX
Tags
YM00
DJIA
ES00
From
MarketWatch
Stocks rallied because Fed’s Powell didn’t ‘nudge’ markets harder on potential rate hike
November 01, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
From
MarketWatch
Jeff Gundlach says ‘massive interest-expense problem’ could cause the next U.S. financial crisis
November 01, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD02Y
SPX
From
MarketWatch
Ex-New York Fed head sees risk of four ‘fatal’ flaws in central bank’s thinking on pause
November 01, 2023
Tickers
COMP
DJIA
SPX
UBS
Tags
UBS
DJIA
COMP
From
MarketWatch
Dirt cheap: Distressed office buildings likely to fetch only cost of land, Barclays says
November 01, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
COMP
From
MarketWatch
Fed day is here. Here are important technical levels to watch for stocks, bonds, and VIX
November 01, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
VIX
COMP
From
MarketWatch
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