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home
about us
Investment Approach
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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
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Tom Emmer nominated for speaker by House Republicans
October 24, 2023
Tickers
COMP
DJIA
SPX
Tags
BTCUSD
COMP
SPX
From
MarketWatch
Economy gets off to good start in the fourth quarter, S&P finds, as inflation cools
October 24, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
3M bounces off an 11-year low after earnings beat by wide margin, outlook raised
October 24, 2023
Tickers
DJIA
MMM
Tags
MMM
DJIA
From
MarketWatch
S&P 500 futures gain as Treasury yields fall further, Microsoft and Alphabet earnings loom
October 24, 2023
Tickers
COMP
DJIA
GE
GM
Tags
BX:TMUBMUSD10Y
TXN
SPX
From
MarketWatch
Israel-Hamas war sees investors shun most traditional havens, except for these two
October 23, 2023
Tickers
DJIA
SPX
VIX
Tags
SPX
USDCHF
VIX
From
MarketWatch
S&P 500’s record-setting streak of ‘Magnificent Mondays’ finally comes to an end
October 23, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Equity strategist who called stock rally in first half says S&P 500 won’t resume climb until spring 2024
October 23, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
These stocks can boost your defensive positioning in a jittery market, says Nuveen
October 23, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
3M earnings: What to expect
October 23, 2023
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DJIA
MMM
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MMM
DJIA
From
MarketWatch
The stock market may be ignoring this ‘bad news’ as earnings get under way
October 23, 2023
Tickers
AAPL
AMZN
COMP
DJIA
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AAPL
GOOG
SPX
From
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House speaker election: Crypto advocate Tom Emmer seen as having the best chance of getting the job
October 23, 2023
Tickers
COMP
DJIA
SPX
Tags
BTCUSD
SPX
COMP
From
MarketWatch
The 10-year Treasury yield briefly pierced 5%. Here’s what could drive it higher.
October 23, 2023
Tickers
COMP
DJIA
MS
SPX
Tags
COMP
MS
BX:TMUBMUSD10Y
From
MarketWatch
Walgreens’ stock extends bounce off 25-year low as new CEO prompts rare bullish call
October 23, 2023
Tickers
CI
DJIA
SPX
WBA
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From
MarketWatch
U.S. stock futures fall as 10-year Treasury yield hits 5%
October 23, 2023
Tickers
AMZN
COMP
DJIA
GOOGL
Tags
SPX
ES00
BX:TMUBMUSD10Y
From
MarketWatch
Stock-market investors face reality of 5% Treasury yields. Here’s what’s next.
October 22, 2023
Tickers
AMZN
COMP
DJIA
GOOGL
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AMZN
COMP
BX:TMUBMUSD10Y
From
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Stock-market volatility gauge hits highest since March. Still not a ‘buy’ signal, technicians say.
October 20, 2023
Tickers
DJIA
SPX
VIX
Tags
SPX
VIX
BX:TMUBMUSD10Y
From
MarketWatch
Why strategists see 10-year Treasury yield breaching 5% despite Friday’s pullback
October 20, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD03M
BX:TMUBMUSD10Y
From
MarketWatch
Fed has to get away from meeting-by-meeting ‘guessing game’ on interest rates, Mester says
October 20, 2023
Tickers
DJIA
SPX
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BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Fed’s Bostic says he doesn’t see first rate cut until late next year
October 20, 2023
Tickers
DJIA
SPX
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DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
S&P 500 futures steady as a week of soaring bond yields, geopolitics take a toll
October 20, 2023
Tickers
AMZN
AXP
COMP
DJIA
Tags
BX:TMUBMUSD10Y
ES00
SPX
From
MarketWatch
Powell may have given ‘green light’ for higher bond yields with 10-year near 5%: Fed watcher
October 19, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
BX:TMUBMUSD10Y
From
MarketWatch
BlackRock offers retirement-date ETFs for investors saving outside 401(k) plans
October 19, 2023
Tickers
AGG
COMP
DJIA
IRTR
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ITDC
ITDG
ITDD
From
MarketWatch
Jordan not planning to seek third vote today for House speaker, instead backs McHenry
October 19, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
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Stocks face growing headwinds as 10-year Treasury yield sits on edge of 5%
October 19, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Black Monday still worst day in Dow’s history. But here are some that came close.
October 19, 2023
Tickers
DJIA
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DJIA
From
MarketWatch
Leading index for economy drops 18th straight month, but the U.S. is still growing
October 19, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Philadelphia Fed manufacturing gauge remains in contractionary territory for second straight month
October 19, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Jobless claims fall to nine-month low of 198,000
October 19, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
S&P 500 futures extend losses as Treasury yield nears 5%, Powell speech looms
October 19, 2023
Tickers
BX
COMP
CSX
DJIA
Tags
ES00
SPX
BX
From
MarketWatch
How likely is another 1987-like stock market crash? Maybe more than you think.
October 18, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD01Y
DJIA
From
MarketWatch
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