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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Analyzing Revenue Bonds
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Maturity Risk
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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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Total Asset Fund (TAF)
TAF sm Program
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EVENTS
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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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Why Are Regional Banks Getting Crushed Again on Wednesday?
March 15, 2023
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FRC
KEY
PACW
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FRC
Recent Press Releases
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March 15, 2023
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March 15, 2023
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March 15, 2023
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DB
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From
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Elizabeth Warren proposes nixing 2018 rollback of banking rules: ‘We now have evidence of what happens when you ease up’
March 15, 2023
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Why Is Credit Suisse Plunging on Wednesday?
March 15, 2023
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SIVB
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From
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Why Is AMC Entertainment (AMC) Stock Down Today?
March 15, 2023
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AMC
APE
CS
HUBC
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Apple Eases On Bonus & Hiring, Federal Reserve Mulls Tougher Rules After SVB Failure, Meta-Backed Undersea Cable Project Delayed By China: Today's Top Stories
March 15, 2023
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March 15, 2023
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Producer Price Index Unexpectedly Falls In February, Swinging Market Expectations Toward Federal Reserve Pause
March 15, 2023
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Benzinga
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Why Is Credit Suisse (CS) Stock Down 24% Today?
March 15, 2023
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Today's Market
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Why Are Stocks Down Today?
March 15, 2023
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Market News
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What's Going On With Meta Platforms Stock Today?
March 15, 2023
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CS
META
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Benzinga
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What's Going On With Lennar Stock Today?
March 15, 2023
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LEN
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Why Jounce Therapeutics Shares Are Trading Higher By Around 37%; Here Are 20 Stocks Moving Premarket
March 15, 2023
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Bank woes means no more Fed rate hikes, says Apollo Global’s top economist
March 15, 2023
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PacWest leads renewed selloff in banks, while investors tuck in to Oatly
March 15, 2023
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FRC
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Credit Suisse Plunges Hard Putting Market Rally At Risk; What's Going On With The Swiss Bank
March 15, 2023
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Luna Innovations, Guess? And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
March 15, 2023
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Nasdaq, S&P Futures Plunge As Credit Suisse Crisis Deepens, Bringing Banks Back In Spotlight
March 15, 2023
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U.S. oil benchmark dips below $70 a barrel as recession fears mount
March 15, 2023
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CS
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Regional and big bank stocks pare early gains to trade lower amid rising fears of banking crisis
March 15, 2023
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CS
FRC
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Treasury yields plunge as bank worries resurface, traders eye retail sales and PPI data
March 15, 2023
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The U.S. is trying to catch up to Russia’s Arctic dominance. Here are the stocks to play that.
March 15, 2023
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Credit Suisse shares tumble to new record low as European banking sector reels
March 15, 2023
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CS
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FR:BNP
FR:GLE
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From
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Rich Dad, Poor Dad Author Has Chilling Bank Prediction: 'I Called Lehman Brothers Years Ago And I Think The Next Bank To Go Is...'
March 14, 2023
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CS
GOLD
SBNY
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From
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Credit Suisse Outlines First Boston IPO Timeline As It Looks For Investors
March 14, 2023
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IPOS
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News
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VWAGY Stock Alert: Volkswagen Doubles Down on EVs With $193 Billion Plan
March 14, 2023
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CS
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BA Stock Alert: What to Know About Boeing’s Big Deal With Saudi Arabia
March 14, 2023
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Today's Market
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