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home
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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U.S. jobs report forecast: 170,000 new workers and 3.7% unemployment
October 04, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
U.S. stock dividends bounce back in third quarter
October 04, 2023
Tickers
COMP
DJIA
MSFT
SPX
Tags
XX:SP500/60
BX:TMUBMUSD06M
MSFT
From
MarketWatch
How financial-market players are thinking about a 5% yield on the 10-year Treasury note soon
October 04, 2023
Tickers
C
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
BX:TMUBMUSD01M
DJIA
From
MarketWatch
5 charts show how rising bond yields are wreaking havoc in markets
October 04, 2023
Tickers
DJIA
GOLD
IWM
NDX
Tags
DJIA
BX:TMUBMUSD30Y
SPX
From
MarketWatch
Here’s a chart on one of the biggest factors behind rising yields this week
October 04, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
U.S. economy cools off slightly, ISM finds
October 04, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
U.S. factory orders rise in August
October 04, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
ADP says just 89,000 private-sector jobs created in September
October 04, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Stock market likely to correct if 10-year Treasury yield reaches 5%, RBC says
October 04, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
What the stock market selloff means for Biden’s re-election chances
October 04, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
One of the biggest problems plaguing the U.S. stock market is getting worse as selloff continues
October 04, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
TSLA
COMP
AAPL
From
MarketWatch
Apple’s stock falls after longtime bull says U.S. sales are likely to struggle
October 04, 2023
Tickers
AAPL
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
As storm clouds gather over bond market, watch this level on the S&P 500
October 04, 2023
Tickers
AAPL
AMC
AMZN
ATEN
Tags
JP:NIK
ES00
BROG
From
MarketWatch
S&P 500 futures recover early losses after Treasury yields spike
October 04, 2023
Tickers
COMP
DJIA
SPX
Tags
DX:DAX
DJIA
BX:TMBMKDE/10Y
From
MarketWatch
Cal-Maine Foods shares crack on diving egg prices, and other movers
October 04, 2023
Tickers
CALM
DJIA
INTC
MBLY
Tags
MBLY
TAP
INTC
From
MarketWatch
What McCarthy ouster means for markets as investors fret over congressional ‘dysfunction’
October 03, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
Kevin McCarthy ousted as House speaker, falling after historic challenge by Matt Gaetz
October 03, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Banks are bracing for a recession as Treasury yields surge
October 03, 2023
Tickers
AGG
DJIA
KBWB
KRE
Tags
KBWB
SPX
KRE
From
MarketWatch
Rising Treasury yields are upsetting financial markets. Here’s why.
October 03, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD03M
From
MarketWatch
Utilities stocks ‘decimated’ by rising rates fall into uncommon trading territory, Bespoke chart shows
October 03, 2023
Tickers
COMP
DJIA
SPX
XLU
Tags
BX:TMUBMUSD10Y
DJIA
BX:TMUBMUSD02Y
From
MarketWatch
Stock-market rout puts all eyes on 4,200 level for S&P 500
October 03, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Why the Nasdaq 100 is likely headed for a crash after a period of unusual calm
October 03, 2023
Tickers
COMP
DJIA
NDX
SPX
Tags
COMP
SPX
DXY
From
MarketWatch
These 10 stocks in the S&P 500 are expected to soar after rising interest rates have pushed down valuations
October 03, 2023
Tickers
AES
ALB
ALK
AMD
Tags
META
BX:TMUBMUSD10Y
UAL
From
MarketWatch
Another Goldman Sachs Asset Management exec to depart after 28 years at bank
October 03, 2023
Tickers
BLK
DJIA
GS
Tags
DJIA
BLK
GS
From
MarketWatch
Dow industrials erase 2023 gain as stocks extend selloff
October 03, 2023
Tickers
COMP
DJIA
RSP
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
Job openings jump to 9.6 million. Labor market has cooled, but it’s still strong.
October 03, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
The bull market is one year old — though it’s already looking post-peak
October 03, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
S&P 500 futures hold their ground as Treasury yields stabilize
October 03, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
RUT
ES00
From
MarketWatch
Fed may have to raise interest rates once more this year, Mester says
October 02, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
Visa to invest $100 million in AI fintech startups focused on payments
October 02, 2023
Tickers
COMP
DJIA
MS
MSFT
Tags
DJIA
SPX
MSFT
From
MarketWatch
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