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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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 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 one stock could potentially undo the 2023 rebound if it falls another 10% as one analyst expects
November 01, 2023
Tickers
AAPL
AMZN
COMP
GOOG
Tags
AAPL
META
MSFT
From
MarketWatch
Stock and bond markets are watching the Fed for these ‘critical concepts,’ says BlackRock’s Rick Rieder
November 01, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD05Y
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Ron Baron says Tesla’s valuation can hit $4 trillion, but ‘SpaceX has a chance to be even bigger’
November 01, 2023
Tickers
AAPL
COMP
GOOGL
MSFT
Tags
TSLA
MSFT
AAPL
From
MarketWatch
U.S. stocks are seen rebounding after worst October in 5 years if this historical trend holds
November 01, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
S&P 500 futures slip ahead of Fed decision and Treasury funding announcement
November 01, 2023
Tickers
COMP
CVS
DJIA
KHC
Tags
ES00
NQ00
CVS
From
MarketWatch
‘Zombie’ companies already make up 11.5% of U.S. listed stocks
October 31, 2023
Tickers
COMP
DJIA
HYG
SPX
Tags
RUA
HYG
DJIA
From
MarketWatch
Treasurys likely to rally while stocks may to fall from here, based on this rule for investing
October 31, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
International equities are beating U.S. stocks in ‘rare’ outperformance. Should you lighten up on non-U.S. equities?
October 31, 2023
Tickers
AAPL
ACWX
AMZN
COMP
Tags
ACWX
COMP
DXY
From
MarketWatch
Why a 7% 10-year Treasury yield is still possible
October 31, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
BX:TMUBMUSD10Y
DJIA
AAPL
From
MarketWatch
S&P 500 futures steady as lower Treasury yields support sentiment
October 31, 2023
Tickers
AMD
AMGN
CAT
COMP
Tags
NQ00
ES00
COMP
From
MarketWatch
Dow edging closer to bearish ‘death cross’ signal: What it would mean for stocks
October 30, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Here are 5 reasons why U.S. stocks will likely rally into the end of 2023, says one Wall Street veteran
October 30, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
GOOGL
NVDA
AMZN
From
MarketWatch
Tax-loss harvesting hurt stocks in October. But traders can use this to their advantage.
October 30, 2023
Tickers
C
COMP
DJIA
GS
Tags
DJIA
KO
HON
From
MarketWatch
S&P 500 futures rise from five-month low with Fed and Apple results in view
October 30, 2023
Tickers
AAPL
COMP
DJIA
MCD
Tags
YM00
SOFI
WDC
From
MarketWatch
Oil ticks lower, markets hold steady as Israel launches Gaza ground offensive
October 29, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
CL00
SPX
From
MarketWatch
‘Magnificent Seven’ stocks have shed more than $1.2 trillion in value since the market’s July peak
October 27, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
GOOG
GOOGL
MSFT
From
MarketWatch
Bank of America, JPMorgan stocks drop as bank sector suffers broad beating
October 27, 2023
Tickers
BAC
COMP
KBE
KRE
Tags
XLF
KRE
COMP
From
MarketWatch
A major source of liquidity for buying U.S. government debt is draining. Here’s why that’s bad news for the Fed and the markets.
October 27, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
COMP
From
MarketWatch
S&P 500 index on pace to enter a correction. Here’s what it means for future performance.
October 27, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Cannabis companies hire Microsoft antitrust lawyer David Boies to sue U.S. government for federal pot prohibition
October 27, 2023
Tickers
AAWH
COMP
GTBIF
MSFT
Tags
MSOS
CA:TSND
GTBIF
From
MarketWatch
S&P 500 futures rise after well-received Amazon and Intel results
October 27, 2023
Tickers
AMZN
COMP
DJIA
ENPH
Tags
SPX
AMZN
ENPH
From
MarketWatch
Nine stocks in the Nasdaq-100 have dropped 15% or more during October
October 26, 2023
Tickers
AAPL
ABNB
ALGN
COMP
Tags
ZM
NDX
QQQ
From
MarketWatch
The 7 companies propping up the U.S. stock market are sending a bearish warning that investors should not ignore
October 26, 2023
Tickers
AMZN
COMP
GOOG
GOOGL
Tags
META
TSLA
GOOG
From
MarketWatch
Yellen says she doesn’t see signs of recession after GDP report
October 26, 2023
Tickers
COMP
Tags
COMP
From
MarketWatch
More office zombies? Only 11% of maturing loans repay in September, Moody’s Analytics says
October 26, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
‘Can’t take recession for granted’ after GDP data: Traders see 2024 Fed rate cuts anyway
October 26, 2023
Tickers
BA
COMP
DJIA
SPX
Tags
BX:TMUBMUSD05Y
BX:TMUBMUSD01Y
DJIA
From
MarketWatch
Futures point to Nasdaq sliding further into correction territory as Meta shares retreat
October 26, 2023
Tickers
AMZN
CMG
COMP
DJIA
Tags
INTC
MRK
META
From
MarketWatch
The Nasdaq just fell into its a correction. Now what?
October 25, 2023
Tickers
AMZN
COMP
DJIA
GOOG
Tags
DJIA
BX:TMUBMUSD10Y
GOOG
From
MarketWatch
Why U.S. stocks in these defensive sectors are set to outperform after failing to provide shelter throughout 2023
October 25, 2023
Tickers
COMP
KO
NDX
PG
Tags
BX:TMUBMUSD10Y
COMP
SPX
From
MarketWatch
Mike Johnson elected speaker, ending rudderless period for House
October 25, 2023
Tickers
COMP
DJIA
GOOG
GOOGL
Tags
BTCUSD
DJIA
GOOGL
From
MarketWatch
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