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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
Contrarian Notes Blog
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Bond vigilantes are back in charge as portfolio manager puts a 10-year Treasury yield of 5.25% to 5.75% on the map
October 25, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Why T. Rowe Price’s CIO thinks 10-year Treasury yields may keep rising — and how he’s positioned in markets
October 25, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
AGG
SPX
COMP
From
MarketWatch
S&P 500 futures slip as Google parent’s slump offsets Microsoft advance
October 25, 2023
Tickers
BA
COMP
DJIA
GD
Tags
NOW
ES00
NQ00
From
MarketWatch
U.S. small-cap stocks are not usually the smartest pick for investors. They look especially dangerous now, says DataTrek
October 24, 2023
Tickers
COMP
DJIA
SML
SPX
Tags
COMP
RUT
SPX
From
MarketWatch
‘Risk of an oil shock is rising’ due to Mideast war, says BCA Research
October 24, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD05Y
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Tom Emmer nominated for speaker by House Republicans
October 24, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BTCUSD
From
MarketWatch
S&P 500 futures gain as Treasury yields fall further, Microsoft and Alphabet earnings loom
October 24, 2023
Tickers
COMP
DJIA
GE
GM
Tags
ES00
NQ00
KO
From
MarketWatch
S&P 500’s record-setting streak of ‘Magnificent Mondays’ finally comes to an end
October 23, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Equity strategist who called stock rally in first half says S&P 500 won’t resume climb until spring 2024
October 23, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
These stocks can boost your defensive positioning in a jittery market, says Nuveen
October 23, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
The stock market may be ignoring this ‘bad news’ as earnings get under way
October 23, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
COMP
SPX
MSFT
From
MarketWatch
House speaker election: Crypto advocate Tom Emmer seen as having the best chance of getting the job
October 23, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BTCUSD
SPX
From
MarketWatch
The 10-year Treasury yield briefly pierced 5%. Here’s what could drive it higher.
October 23, 2023
Tickers
COMP
DJIA
MS
SPX
Tags
DJIA
BX:TMUBMUSD10Y
MS
From
MarketWatch
U.S. stock futures fall as 10-year Treasury yield hits 5%
October 23, 2023
Tickers
AMZN
COMP
DJIA
GOOGL
Tags
ES00
NQ00
YM00
From
MarketWatch
Stock-market investors face reality of 5% Treasury yields. Here’s what’s next.
October 22, 2023
Tickers
AMZN
COMP
DJIA
GOOGL
Tags
IVOL
BX:TMUBMUSD10Y
BX:TMUBMUSD30Y
From
MarketWatch
Why strategists see 10-year Treasury yield breaching 5% despite Friday’s pullback
October 20, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD03Y
COMP
From
MarketWatch
S&P 500 futures steady as a week of soaring bond yields, geopolitics take a toll
October 20, 2023
Tickers
AMZN
AXP
COMP
DJIA
Tags
MSFT
AMZN
COMP
From
MarketWatch
Powell may have given ‘green light’ for higher bond yields with 10-year near 5%: Fed watcher
October 19, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
CrowdStrike’s and Zscaler’s stocks are top plays in rocky cybersecurity market, analyst says
October 19, 2023
Tickers
COMP
CRWD
FTNT
HACK
Tags
SPX
HACK
COMP
From
MarketWatch
BlackRock offers retirement-date ETFs for investors saving outside 401(k) plans
October 19, 2023
Tickers
AGG
COMP
DJIA
IRTR
Tags
ITDB
ITDF
ITDI
From
MarketWatch
Jordan not planning to seek third vote today for House speaker, instead backs McHenry
October 19, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Stocks face growing headwinds as 10-year Treasury yield sits on edge of 5%
October 19, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
SPX
COMP
From
MarketWatch
S&P 500 futures extend losses as Treasury yield nears 5%, Powell speech looms
October 19, 2023
Tickers
BX
COMP
CSX
DJIA
Tags
COMP
SPX
WAL
From
MarketWatch
U.S. Treasury bond rout deepens as popular fixed-income ETFs touch decade-plus lows
October 18, 2023
Tickers
AGG
COMP
DJIA
IEF
Tags
AGG
SPX
COMP
From
MarketWatch
Bond market passes key test as 20-year Treasury auction lures strong demand
October 18, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
BX:TMUBMUSD30Y
From
MarketWatch
House speaker election: Jim Jordan fares even worse in second vote, as Patrick McHenry faces calls to step up
October 18, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Lam Research earnings: What to expect
October 18, 2023
Tickers
AAPL
AMAT
ASML
COMP
Tags
ASML
KLAC
AAPL
From
MarketWatch
Gold’s surge beats stocks over the past year as Israel-Hamas war drives bids
October 18, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
GC00
From
MarketWatch
‘Cash is a trap,’ warns JPMorgan’s David Kelly. Here’s how a traditional mix of stocks and bonds may pay off
October 18, 2023
Tickers
ACWX
COMP
DJIA
MS
Tags
DJIA
BX:TMUBMUSD03M
BX:TMUBMUSD10Y
From
MarketWatch
From bonds to transports, the message is clear, says technical strategist: ‘The high for equities is not in.’
October 18, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
KRE
XLU
DXY
From
MarketWatch
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