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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
Services, Fees and Compensation
Client Information
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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
Bond Fund Seminar
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MARKET RESEARCH
Featured Quarterly Newsletter
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Betting grows that S&P 500 will hit record high, with Oppenheimer joining Wall Street’s bullish calls for 2024
December 11, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
S&P 500 futures hold steady after best finish in 20 months
December 11, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
NQ00
From
MarketWatch
Fed meeting next week could slam brakes on year-end stock rally
December 10, 2023
Tickers
DJIA
HYG
JNK
SPX
Tags
BX:TMUBMUSD30Y
JNK
DJIA
From
MarketWatch
S&P 500 may rise to 5,100 by end of 2024 as U.S. stock-market rally broadens, Citi says
December 08, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
Bonds may be sniffing out market weakness as traders rethink odds of 2024 rate cut
December 08, 2023
Tickers
COMP
DJIA
HYG
JNK
Tags
JNK
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Mortgage rates’ dip to 7% could be brief if jobs market stays strong, Fannie Mae economist says
December 08, 2023
Tickers
COMP
DJIA
SPX
TOL
Tags
DJIA
BX:TMUBMUSD10Y
TOL
From
MarketWatch
Consumer sentiment jumps in early December for the first increase in five months
December 08, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Jobs report shows 199,000 gain in November. Wages rise sharply.
December 08, 2023
Tickers
DJIA
F
GM
SPX
Tags
GM
STLA
SPX
From
MarketWatch
S&P 500 futures pause ahead of key jobs report
December 08, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
DJIA
From
MarketWatch
Walgreens’ stock soars 8% to lead Dow gainers but is still on track for worst year since 1972
December 07, 2023
Tickers
CVS
DJIA
JNJ
KVUE
Tags
WBA
WMT
SPX
From
MarketWatch
Fundstrat’s Lee reveals highest S&P 500 forecast on Wall Street. What the stock market’s biggest bull expects in 2024.
December 07, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
U.S. consumer-credit growth slows in October
December 07, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
November’s rally just erased two months of Fed tightening, economist says
December 07, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
DJIA
MSFT
BX:TMUBMUSD30Y
From
MarketWatch
Market’s inflation expectations inch closer to Fed’s 2% target on confidence central bank will prevail in long run
December 07, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
‘Chicken is stealing the show’ over beef at McDonald’s, analyst says
December 07, 2023
Tickers
DJIA
MCD
SHAK
SPX
Tags
MCD
SHAK
DJIA
From
MarketWatch
Jobless claims inch up to 220,000, layoffs still low
December 07, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Value stocks were poised for glory in 2023, then it all slipped away as AI euphoria took over. Here’s what to expect next.
December 07, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
XX:RAG
GOOGL
AMZN
From
MarketWatch
S&P 500 futures struggle to extend rally ahead of more jobs data and as bond yields rise
December 07, 2023
Tickers
AVGO
COMP
DG
DJIA
Tags
COMP
AVGO
BX:TMUBMUSD10Y
From
MarketWatch
Toll Brothers bonds rally, bucking a broader trend as mortgage rates ease
December 06, 2023
Tickers
DHI
DJIA
LEN
LII
Tags
LII
LEN
XHB
From
MarketWatch
U.S. productivity surges in the third quarter
December 06, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Trade deficit widens 5% to three-month high of $64.3 billion as U.S. exports decline
December 06, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
ADP says private-sector adds just 113,000 jobs in November in another sign of softening labor market
December 06, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Here are the rookie mistakes being made by millennial and Gen Z investors
December 06, 2023
Tickers
AAPL
AMC
AMZN
BOX
Tags
GME
CL/1
SPX
From
MarketWatch
S&P 500 futures rise, a day after unusual break with bonds
December 06, 2023
Tickers
AAPL
BAC
COMP
DJIA
Tags
AAPL
SPX
COMP
From
MarketWatch
Sitting on cash? Stocks, bonds pay off more when Fed on ‘pause’ than in ‘easing periods,’ BlackRock says
December 05, 2023
Tickers
AGG
BINC
COMP
DJIA
Tags
COMP
SPX
IVVM
From
MarketWatch
Bond market signals a swift U.S. economic slowdown isn’t off the table
December 05, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
U.S. services sector picks up a bit in November – ISM survey
December 05, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
Job openings in the U.S. fall to 28-month low
December 05, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Blistering stock-market rally running out of gas with trend-following funds poised to slash exposure, Goldman warns
December 05, 2023
Tickers
COMP
DJIA
SPX
Tags
RUT
DJIA
SPX
From
MarketWatch
Did stock market rally too far, too fast? Surge may require some pay back in early 2024, analyst says.
December 05, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
RUT
VIX
DJIA
From
MarketWatch
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