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about us
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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
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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
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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Could rising oil prices tip the U.S. into a recession? Here’s why investors are nowhere near having to worry about it
September 19, 2023
Tickers
COMP
DJIA
SPX
Tags
CLV23
COMP
CL/1
From
MarketWatch
How Fed’s higher-for-longer theme may play out in Treasurys and the dollar on Wednesday
September 19, 2023
Tickers
COMP
DJIA
SPX
Tags
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BX:TMUBMUSD10Y
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From
MarketWatch
UAW strike is costing Big Three about $125 million each in lost revenue, Goldman Sachs says
September 19, 2023
Tickers
DJIA
F
GM
SPX
Tags
GM
SPX
F
From
MarketWatch
Why stocks could pull back 5% depending on how the Fed answers this key question Wednesday
September 19, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
BX:TMUBMUSD02Y
From
MarketWatch
U.S. housing starts drop to lowest level since June 2020
September 19, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
When will the Fed decide to cut rates? Here are 5 Wall Street predictions on the path of rates through 2024.
September 19, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
S&P 500 futures struggle for momentum ahead of looming Fed decision
September 19, 2023
Tickers
ARM
COMP
DJIA
SPX
Tags
COMP
YM00
NQ00
From
MarketWatch
What the ‘mysterious shrinking’ of Wall Street’s fear gauge means for stocks, according to DataTrek
September 18, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
COMP
SPX
VIX
From
MarketWatch
Why coming decades may bring more frequent recessions — and be good for investors
September 18, 2023
Tickers
COMP
DB
DJIA
SPX
Tags
BX:TMUBMUSD02Y
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Nouriel Roubini says a return to 2% inflation is ‘mission impossible’
September 18, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Why the Fed’s next decisions on rates could lead to a wave of commercial-debt defaults
September 18, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
BX:TMUBMUSD02Y
From
MarketWatch
Will Nvidia’s stock follow the path of Apple or Cisco as the AI era for tech begins?
September 18, 2023
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AAPL
CSCO
DJIA
GOOG
Tags
MSFT
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From
MarketWatch
Stock-index futures struggle to rebound as Treasury yields hold near 16-year highs, Fed meeting eyed.
September 18, 2023
Tickers
COMP
DJIA
SPX
Tags
NQ00
CL/1
COMP
From
MarketWatch
‘The rubber band is so stretched’: why this once-overlooked stock-market sector is sending a warning signal about the economy
September 17, 2023
Tickers
AES
COMP
DJIA
NEE
Tags
BX:TMUBMUSD02Y
SPX
DJIA
From
MarketWatch
Rising health costs could make it harder for the Fed to get inflation down to 2%
September 17, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
Here’s the ‘triple power play’ that may rule stock-market returns and other assets for next 5 years
September 16, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
UAW strike stirs stock-market worries over corporate margins
September 15, 2023
Tickers
AAL
COMP
DJIA
F
Tags
GM
SPX
UPS
From
MarketWatch
Corporate bankruptcies on pace for worst year since 2010, but there is a hitch, Guggenheim says
September 15, 2023
Tickers
BBBYQ
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Nasdaq Composite could see a year-end rally, despite weakness in coming weeks, says David Rosenberg
September 15, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Consumer sentiment falls for second straight month, but Americans also see inflation slowing
September 15, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
U.S. industrial output rises at stronger-than-expected rate in August on increase in oil drilling
September 15, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Cost of imports show biggest increase in 15 months as higher gas prices boost inflation
September 15, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
New York Fed’s Empire State factory gauge rebounds in September
September 15, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
‘Sell Rosh Hashanah, buy Yom Kippur’ stock-market pattern is just a calendar event
September 15, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
There’s 5.6 trillion reasons why stocks can enjoy a year-end rally.
September 15, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
HK:HSI
ADBE
NVDA
From
MarketWatch
S&P 500 futures pause after best day in September
September 15, 2023
Tickers
ARM
COMP
DJIA
F
Tags
SPX
GM
ARM
From
MarketWatch
Tesla readies record-sized pool of EV leases for bond deal, a sign of resilience in luxury
September 14, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
DJIA
TSLA
COMP
From
MarketWatch
Cash is still king! Don’t fret another deluge of T-bill supply in the fourth quarter, Barclays says.
September 14, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
BX:TMUBMUSD06M
From
MarketWatch
ExxonMobil stock gains as oil price rises, reflects little reaction to accusatory report on climate-change denial
September 14, 2023
Tickers
DJIA
XOM
Tags
DJIA
NL:SHELL
NG00
From
MarketWatch
Biden to attack ‘MAGAnomics’ as polls show most Americans dislike ‘Bidenomics’
September 14, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
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