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about us
Investment Approach
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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
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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
FIP
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
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Utilities stocks are on pace for worst day since 2020 as Treasury yields resume climb
October 02, 2023
Tickers
COMP
DJIA
IDU
NEE
Tags
XLU
XX:SP500/55
COMP
From
MarketWatch
Commercial real-estate values slide 11%. Surge in 10-year Treasury yields won’t help, Barclays says.
October 02, 2023
Tickers
AGG
DJIA
SPX
TLT
Tags
SPX
AGG
TLT
From
MarketWatch
U.S. stocks have had a great year in 2023 — but these numbers tell a different story
October 02, 2023
Tickers
COMP
DJIA
MID
SML
Tags
COMP
SML
BX:TMUBMUSD02Y
From
MarketWatch
Renewed bond-market selloff puts popular ETF on track for lowest close since 2007
October 02, 2023
Tickers
AGG
DJIA
SPX
TLT
Tags
TLT
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Stock-market investors focus on rising yields as government shutdown averted
October 02, 2023
Tickers
COMP
DJIA
SPX
Tags
DXY
SPX
BX:TMUBMUSD02Y
From
MarketWatch
Government shutdown averted — for now. Here’s what’s next for Congress.
October 02, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
U.S. construction spending rises for the eighth straight month in August
October 02, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
U.S. manufacturers show improvement, ISM finds, but they still face tough times
October 02, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
S&P 500 futures rise as traders eye seasonal tailwinds
October 02, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
YM00
NQ00
From
MarketWatch
U.S. stock futures rise after government shutdown averted
October 01, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
YM00
NQ00
From
MarketWatch
‘Anxiety’ high as stock market falls, bond yields rise — what investors need to know after S&P 500’s worst month of 2023
October 01, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
BX:TMUBMUSD02Y
From
MarketWatch
U.S. stock-market seasonality suggests a potential rally in the fourth quarter. Why this time might be different.
September 29, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
CL00
DJIA
From
MarketWatch
September’s U.S. stock-market rout left just 1 winner as defensive sectors failed to provide shelter
September 29, 2023
Tickers
COMP
DJIA
SPX
XLE
Tags
COMP
SPX
XLE
From
MarketWatch
Fed’s Williams says interest rates ‘at, or near peak.’ But they won’t be coming down soon
September 29, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
Government shutdown may lead to ‘missing’ CPI data and complicate inflation trading
September 29, 2023
Tickers
COMP
DJIA
MS
SPX
Tags
SPX
BX:TMUBMUSD07Y
BX:TMUBMUSD03M
From
MarketWatch
How 10-year Treasurys could produce 20% returns, according to UBS
September 29, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD30Y
TLT
From
MarketWatch
Consumer sentiment improves slightly ahead of possible government shutdown
September 29, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Chicago business activity index falls in September
September 29, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
U.S. trade deficit in goods shrinks 7.3% — and might give small lift to GDP
September 29, 2023
Tickers
AAPL
DJIA
SPX
Tags
DJIA
AAPL
SPX
From
MarketWatch
Consumer spending rises again, but it’s not all great. Higher gas prices play role.
September 29, 2023
Tickers
AMZN
DJIA
SPX
Tags
SPX
AMZN
DJIA
From
MarketWatch
Inflation speeds up due to higher gas prices, PCE finds. But there’s good news, too.
September 29, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Nike stock rallies after earnings beat, boosting Foot Locker shares
September 29, 2023
Tickers
BNOX
DJIA
FL
NKE
Tags
XE:ADS
NKE
BNOX
From
MarketWatch
S&P 500 futures rise ahead of data that could show inflation measure at lowest in two years
September 29, 2023
Tickers
COMP
DJIA
NKE
SPX
Tags
NKE
COMP
YM00
From
MarketWatch
4 reasons oil prices are surging toward $100 a barrel
September 28, 2023
Tickers
DJIA
SPX
Tags
CL/1
UK:BRN00
DJIA
From
MarketWatch
A key proxy for the $55 trillion U.S. bond market is on the cusp of its lowest close since 2008
September 28, 2023
Tickers
AGG
COMP
DJIA
MAGG
Tags
COMP
MAGG
TLT
From
MarketWatch
Contract signings for U.S. homes dropped sharply in August amid high rates and sparse listings
September 28, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
U.S. economy grew 2.1% in the second-quarter, GDP shows
September 28, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Jobless claims stay extremely low at 204,000. No sign of rising unemployment
September 28, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
S&P 500 futures stall as rising oil prices help keep Treasury yields near 16-year highs
September 28, 2023
Tickers
COMP
DJIA
SPX
Tags
HK:3333
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Investors should shun stocks and bonds as U.S. economy shows shades of 2008, top JPMorgan strategist warns
September 27, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
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