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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
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
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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
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Caterpillar Tariff Impact Less Severe Than Anticipated: Analyst
May 01, 2025
Tickers
CAT
DIVO
DJIA
NEWS
Tags
Briefs
Large Cap
CAT
From
Benzinga
Goldman Sachs Highlights Caterpillar's Strengths Despite Earnings Miss
April 30, 2025
Tickers
CAT
DIVO
DJIA
Tags
Benzinga
Reiteration
DIVO
From
Benzinga
Goldman Sachs' Core Business Strength And Future EPS Growth Has Upside, Analyst Says After Q3 Performance
October 15, 2024
Tickers
DJIA
GS
IAI
NEWS
Tags
News
DJIA
IAI
From
Benzinga
Goldman Sachs Q3 Earnings: Investment Banking Fees Surges 20%, Asset & Wealth Management Up 16%, But Fixed Income Falters
October 15, 2024
Tickers
DJIA
GS
IAI
NEWS
Tags
Market News
GS
Equities
From
Benzinga
Caterpillar & Trimble Expand Collaboration, Boost Grade Control Solutions
October 02, 2024
Tickers
CAT
DJIA
DYLG
NEWS
Tags
Equities
Market News
TRMB
From
Benzinga
Caterpillar To See Margin Gains As Inventory Levels Normalize: Goldman Sachs
August 06, 2024
Tickers
CAT
DJIA
DYLG
NEWS
Tags
Reiteration
Briefs
Trading Ideas
From
Benzinga
Unwinding Of Japanese Yen Carry Trade Boosts The Case For 'Supersized' Rate Cut, Economist Says
August 05, 2024
Tickers
DJIA
Tags
Federal Reserve
Stories That Matter
Joe Brusuelas
From
Benzinga
Goldman Sachs Warns Of Limited Oil Supply Options For Next US Administration
July 26, 2024
Tickers
DJIA
GS
IAI
NEWS
Tags
Benzinga
IAI
Stories That Matter
From
Benzinga
Goldman Sachs Boosts Real Estate Portfolio with Australian Last-Mile Asset: Report
July 23, 2024
Tickers
DJIA
GS
IAI
NEWS
Tags
AI Generated
DJIA
News
From
Benzinga
UAW Criticizes Biden Administration For Not Pursuing Labor Abuse Complaint Against Caterpillar
July 16, 2024
Tickers
BIBL
CAT
DIA
DIVO
Tags
DIVO
labor
DIA
From
Benzinga
Markets are declaring victory over inflation for Powell, and that has some economists worried
December 14, 2023
Tickers
DJIA
Tags
DXY
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
History shows even the Fed can’t really predict what it does with interest rates a year out
December 14, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Wall Street divided on how many Fed rate cuts there will be in 2024
December 14, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
U.S. jobless claims plunge to lowest level since mid-October
December 14, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Retail sales rebound in good start for holiday shopping season
December 14, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Gundlach calls for 10-year yield to slide much further as Goldman forecasts three cuts in a row
December 14, 2023
Tickers
AAPL
ADBE
AMC
AMD
Tags
AMC
BP
GC00
From
MarketWatch
S&P 500 futures rise and Dow set for new record on Fed rate-cut optimism
December 14, 2023
Tickers
AAPL
COMP
COST
DJIA
Tags
AAPL
ES00
SPX
From
MarketWatch
Wall Street has discovered what’s really driving U.S. stocks higher in 2023. The explanation isn’t as simple as one might expect.
December 13, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Russell 2000 on pace for best month versus S&P 500 in nearly 3 years
December 13, 2023
Tickers
COMP
DJIA
SPX
Tags
RUA
DJIA
COMP
From
MarketWatch
Dow scores its highest close in history. Here’s what that means.
December 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
RUT
COMP
From
MarketWatch
Wholesale prices flatline in November, PPI finds, and point to less inflation in the pipeline
December 13, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures challenge 2023 highs as traders await Fed decision
December 13, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
SPX
ES00
From
MarketWatch
S&P 500’s year-end rally lifts 51 stocks to a record close
December 12, 2023
Tickers
ALL
COMP
COST
DHI
Tags
SPX
MA
BX:TMUBMUSD10Y
From
MarketWatch
Bond yields always fall before Federal Reserve pivots to cut interest rates, research says
December 12, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
BX:TMUBMUSD10Y
From
MarketWatch
U.S. budget deficit widens to $314 billion in November
December 12, 2023
Tickers
DJIA
Tags
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Inflation creeps higher, CPI shows, on higher rents and used-car prices
December 12, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
S&P 500 futures hover at 2023 highs ahead of inflation report
December 12, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
SPX
DJIA
From
MarketWatch
Something remarkable and extremely rare happened in the U.S. stock market on Monday
December 11, 2023
Tickers
AAPL
AMZN
AVGO
DJIA
Tags
AMZN
AAPL
NDX
From
MarketWatch
Here’s how much financial conditions have eased across stocks, bonds and the dollar ahead of Fed rate decision
December 11, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
COMP
From
MarketWatch
Inflation traders expect annual core CPI rate to linger a bit above 2% through October 2024
December 11, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
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