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home
about us
Investment Approach
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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
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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
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Janet Yellen Wants You To Brace For Higher Gas Prices This Winter, Pointing To Major Risk Factor
September 12, 2022
Tickers
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UNG
VDE
Tags
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Government
From
Benzinga
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Tags
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From
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September 06, 2022
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OPEC
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Tags
ecb
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News
From
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Oil Maintains Gains After This OPEC+ Decision: Iranian Nuclear Deal Talks Setback Lends Support
September 05, 2022
Tickers
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OPEC
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Tags
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From
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September 01, 2022
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VDE
Tags
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Media
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August 28, 2022
Tickers
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Tags
Benzinga
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PTR
Tags
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Benzinga
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From
Benzinga
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August 22, 2022
Tags
Economics
News
Commodities
From
Benzinga
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August 15, 2022
Tickers
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Tags
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August 04, 2022
Tickers
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EIA
OPEC
WTI
Tags
EIA
OPEC
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From
Benzinga
Oil Slips Further As Demand Concerns Deepen: What Key Global Factory Data Shows
August 01, 2022
Tickers
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BRENT
OPEC
WTI
Tags
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News
From
Benzinga
Oil Dips Ahead Of Key Wednesday Event As Data Coming From Asia Takes Toll
August 01, 2022
Tickers
ASIA
BRENT
OPEC
WTI
Tags
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Media
From
Benzinga
In what world is fighting the Fed a good idea?
July 31, 2022
Tags
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Bond market
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From
Humble Student of the Markets
Oil Prices Rise As Traders' Eyes Fixated At This Key Event Next Week
July 28, 2022
Tickers
ASIA
BRENT
OPEC
WTI
Tags
Crude Oil
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Markets
From
Benzinga
Oil Rises As US Stockpiles Fall And Exports Peak: What To Expect As Fed Eases Inflation Concerns
July 28, 2022
Tickers
ASIA
BRENT
WTI
Tags
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Crude Oil
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From
Benzinga
Oil Gains As Russia Leaves Europe Gasping For Natural Gas
July 26, 2022
Tickers
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OGZPY
Tags
Benzinga
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June 09, 2022
Tags
Crude Oil
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Market Analysis
From
Invezz
Russia Now 4th Largest Oil Supplier To India As Cheap Oil Proves Lucrative, US Share Halves
May 17, 2022
Tickers
SPY
Tags
General
Politics
Global
From
Benzinga
Oil Sees Massive Drop, US Futures Flat As March Nears End: What's Weighing On The Market?
March 31, 2022
Tickers
AAPL
SPY
TSLA
Tags
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Crude Oil
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From
Benzinga
5 Best Commodity ETFs To Buy As Oil Prices Soar
March 09, 2022
Tickers
CVX
EOG
GAS
JJN
Tags
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ETFs
WEAT
From
Benzinga
Russia Threatens $300/BBL Oil If Sanctions Are Imposed
March 08, 2022
Tags
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From
Wall Street Pit
Crude Oil forecast after the recent jump
February 10, 2022
Tags
Market Analysis
Commodities
Crude Oil
From
Invezz
Crude Oil Is Going For A Record
January 31, 2022
Tags
Commodities
Crude Oil
Markets
From
Benzinga
Crude Oil is Heading Towards Highs
January 17, 2022
Tags
Commodities
Crude Oil
Markets
From
Benzinga
Crude Oil forecast after the price advanced above $83
January 12, 2022
Tags
Market Analysis
Commodities
Crude Oil
From
Invezz
Crude oil price forecast after it surpassed $70
December 10, 2021
Tags
Market Analysis
Commodities
Crude Oil
From
Invezz
Crude oil price forecast ahead of OPEC+ meeting
November 23, 2021
Tags
Market Analysis
Crude Oil
Commodities
From
Invezz
Opportunities in energy and gold
October 18, 2021
Tags
gold
crude oil
From
Humble Student of the Markets
Market highlights: Oil keeps rising, Bitcoin follows steady upward trajectory
October 18, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
bitcoin
Stocks & Shares
Market Analysis
From
Invezz
Market highlights: Bitcoin nears $60K, oil continues to rally, Wall Street in the green
October 15, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
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Market Analysis
From
Invezz
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