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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
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U.S. Treasury bond rout deepens as popular fixed-income ETFs touch decade-plus lows
October 18, 2023
Tickers
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COMP
DJIA
IEF
Tags
TLT
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BX:TMUBMUSD30Y
From
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Wall Street warns of ‘Black Monday’ repeat just in time for 36th anniversary
October 18, 2023
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October 18, 2023
Tickers
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Tags
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House speaker election: Jim Jordan fares even worse in second vote, as Patrick McHenry faces calls to step up
October 18, 2023
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SPX
Tags
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From
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Gold’s surge beats stocks over the past year as Israel-Hamas war drives bids
October 18, 2023
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SPX
Tags
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From
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‘Cash is a trap,’ warns JPMorgan’s David Kelly. Here’s how a traditional mix of stocks and bonds may pay off
October 18, 2023
Tickers
ACWX
COMP
DJIA
MS
Tags
BX:TMUBMUSD10Y
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DJIA
From
MarketWatch
Stock-market investors are ‘calling the bond market’s bluff’ as yields hit 15-year highs
October 18, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
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From
MarketWatch
U.S. housing starts rebound in September after sharp drop in prior month
October 18, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
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From
MarketWatch
S&P 500 futures ease as Treasury yields hit fresh highs, Tesla results loom
October 18, 2023
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Why Biden’s planned Israel visit is calming markets — for now
October 17, 2023
Tickers
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Tags
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From
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House speaker election: Jim Jordan comes up short in first round of voting
October 17, 2023
Tickers
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SPX
Tags
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From
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Bonds and gold: Strategist adds to positions as geopolitical worries intensify
October 17, 2023
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COMP
DJIA
GS
SPX
Tags
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From
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House speaker election: Jim Jordan isn’t a lock for the post before vote at noon today
October 17, 2023
Tickers
COMP
DJIA
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From
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U.S. October home builder confidence drops to lowest level since January
October 17, 2023
Tickers
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SPX
XHB
Tags
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DJIA
BX:TMUBMUSD10Y
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MarketWatch
U.S. industrial output up 0.3% in September as auto strike has limited impact
October 17, 2023
Tickers
DJIA
SPX
Tags
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DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Retail sales rise sharply due to strong car sales and higher gas prices
October 17, 2023
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DJIA
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Tags
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S&P 500 futures drift as Goldman Sachs and Bank of America earnings awaited
October 17, 2023
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Goldman Sachs earnings: What to expect
October 17, 2023
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Johnson & Johnson earnings: What to expect
October 17, 2023
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Intel’s stock is now a popular hedge-fund play, but further momentum may not be a slam dunk
October 16, 2023
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Tags
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House speaker election: Jim Jordan racks up endorsements before vote at noon Tuesday
October 16, 2023
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COMP
DJIA
ITA
SPX
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ITA
DJIA
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MarketWatch
How the Israel-Hamas war is rippling through markets and hurting Israel-focused ETF
October 16, 2023
Tickers
COMP
DJIA
EIS
ISRA
Tags
XAR
XLE
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From
MarketWatch
70% chance Israel-Hamas war spreads beyond Gaza, threatening oil, strategist warns
October 16, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
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From
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Mass layoffs are on the rise in the U.S., at least according to this often-overlooked data series
October 16, 2023
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DJIA
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From
MarketWatch
New York Fed’s Empire State factory gauge slumps in October
October 16, 2023
Tickers
DJIA
SPX
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BX:TMUBMUSD10Y
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MarketWatch
S&P 500 futures up cautiously amid Mid-East tensions, rising Treasury yields
October 16, 2023
Tickers
BAC
BK
COMP
DJIA
Tags
YM00
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From
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Oil prices in spotlight as Iran warns of escalation of Israel-Hamas war
October 15, 2023
Tickers
DJIA
SPX
Tags
UK:BRN00
CL/1
DJIA
From
MarketWatch
Why Treasurys could give the U.S. stock market a green light for a year-end rally
October 14, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
BX:TMUBMUSD30Y
From
MarketWatch
Pfizer’s stock sinks after company cuts outlook on lower demand for COVID treatments
October 13, 2023
Tickers
BNTX
DJIA
MRNA
NVAX
Tags
PFE
BNTX
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From
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Here is what needs to happen for the S&P 500 to hold on to this year’s gains
October 13, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
BX:TMUBMUSD30Y
COMP
GOOGL
From
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