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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
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Read FULL Seminar Here
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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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Latest News about COMP
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S&P 500 futures ease as Treasury yields hit fresh highs, Tesla results loom
October 18, 2023
Tickers
COMP
DJIA
LRCX
MS
Tags
PG
MS
GC00
From
MarketWatch
House speaker election: Jim Jordan comes up short in first round of voting
October 17, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Bonds and gold: Strategist adds to positions as geopolitical worries intensify
October 17, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
DJIA
BX:TMUBMUSD10Y
GC00
From
MarketWatch
House speaker election: Jim Jordan isn’t a lock for the post before vote at noon today
October 17, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
S&P 500 futures drift as Goldman Sachs and Bank of America earnings awaited
October 17, 2023
Tickers
BAC
BK
C
COMP
Tags
GS
IBKR
C
From
MarketWatch
Intel’s stock is now a popular hedge-fund play, but further momentum may not be a slam dunk
October 16, 2023
Tickers
AMD
COMP
DJIA
INTC
Tags
DJIA
KR:000660
INTC
From
MarketWatch
House speaker election: Jim Jordan racks up endorsements before vote at noon Tuesday
October 16, 2023
Tickers
COMP
DJIA
ITA
SPX
Tags
SPX
COMP
ITA
From
MarketWatch
How the Israel-Hamas war is rippling through markets and hurting Israel-focused ETF
October 16, 2023
Tickers
COMP
DJIA
EIS
ISRA
Tags
XLE
XX:SP500/10
EIS
From
MarketWatch
70% chance Israel-Hamas war spreads beyond Gaza, threatening oil, strategist warns
October 16, 2023
Tickers
COMP
DJIA
SPX
Tags
CL00
SPX
COMP
From
MarketWatch
S&P 500 futures up cautiously amid Mid-East tensions, rising Treasury yields
October 16, 2023
Tickers
BAC
BK
COMP
DJIA
Tags
COMP
SPX
TSLA
From
MarketWatch
Why Treasurys could give the U.S. stock market a green light for a year-end rally
October 14, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD30Y
COMP
From
MarketWatch
Small-cap index books historic second ‘death cross’ in a year. Is a turnaround coming?
October 13, 2023
Tickers
COMP
NDX
Tags
COMP
NDX
RUT
From
MarketWatch
Here is what needs to happen for the S&P 500 to hold on to this year’s gains
October 13, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
NVDA
COMP
SPX
From
MarketWatch
Jim Jordan vies for House speaker job again amid worries over government shutdown and support for Israel
October 13, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Welcome to ‘Pantophobia.’ Markets have a ‘fear of everything,’ says BNY-Mellon.
October 13, 2023
Tickers
COMP
JPM
SPX
WFC
Tags
CL/1
GC00
JPM
From
MarketWatch
Friday the 13th is typically a great day for the stock market
October 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Stock futures inch higher as investors wait for earnings kickoff from JPMorgan, other Wall Street banks
October 13, 2023
Tickers
BLK
C
COMP
DJIA
Tags
C
BLK
BX:TMUBMUSD02Y
From
MarketWatch
‘The bond market is still king’: Rising yields sap stocks again and boost dollar
October 12, 2023
Tickers
COMP
DJIA
JEF
SPX
Tags
BX:TMUBMUSD10Y
BX:TMUBMUSD02Y
DJIA
From
MarketWatch
Treasury yields are likely to fall. That doesn’t mean stocks and corporate bonds are guaranteed to increase.
October 12, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Biden to meet on U.S. economy with CEOs from IBM, Target, other companies
October 12, 2023
Tickers
COMP
DJIA
EXC
IBM
Tags
EXC
COMP
SPX
From
MarketWatch
The stock market likes to climb a wall of worry — but now that’s crumbling
October 12, 2023
Tickers
COMP
SPX
Tags
COMP
SPX
From
MarketWatch
S&P 500 futures strive for 5-day winning streak as traders await CPI report
October 12, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
YM00
From
MarketWatch
Consumer staples is the S&P 500’s second worst performing sector in 2023. Why it still doesn’t look attractive despite cheap valuation.
October 11, 2023
Tickers
COMP
DJIA
KO
PEP
Tags
XX:SP500/30
PEP
DJIA
From
MarketWatch
Rally in U.S. stocks sparked by unusual option-market trading activity, strategist says
October 11, 2023
Tickers
COMP
SPX
Tags
COMP
SPX
From
MarketWatch
Why U.S. stocks look set for fourth-quarter rally led by Big Tech, says Morgan Stanley portfolio manager
October 11, 2023
Tickers
AAPL
AMZN
C
COMP
Tags
TSLA
NVDA
DXY
From
MarketWatch
Stock-market investors await CPI data for the next word on any Fed rate hike
October 11, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
BX:TMUBMUSD30Y
DJIA
From
MarketWatch
The housing market crashed 16 years ago. Why a repeat blowup looks unlikely.
October 11, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD30Y
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures stall ahead of inflation data and Fed minutes
October 11, 2023
Tickers
C
COMP
DJIA
JPM
Tags
JPM
YM00
DJIA
From
MarketWatch
U.S. Treasurys are seeing longer bear market than stocks did in the 2008 financial crisis or 2000 dotcom crash
October 10, 2023
Tickers
COMP
DJIA
SPX
TLT
Tags
TLT
BX:TMUBMUSD30Y
DJIA
From
MarketWatch
Defensive stocks have traded poorly this year, but this strategist says they are in a sweet spot
October 10, 2023
Tickers
COMP
DJIA
SPX
Tags
XX:SP500/45
COMP
SPX
From
MarketWatch
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