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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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
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Event Schedule
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MVS
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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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S&P 500 futures slip as raft of jobs reports looms
December 05, 2023
Tickers
ASAN
AZO
BOX
COMP
Tags
SPX
TOL
ES00
From
MarketWatch
After best stretch since 2020, how much higher can stocks climb? Here is what history shows us.
December 04, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Here’s why bitcoin and gold are both in rally mode approaching year-end
December 04, 2023
Tickers
BITCOMP
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
GM raises $3 billion with bond deal as investment-grade spreads rally to tightest level of 2023
December 04, 2023
Tickers
AGG
DJIA
GM
SPX
Tags
SPX
AGG
GM
From
MarketWatch
Stock market will struggle to rise by more than 2% by mid-2024, says Stifel’s Bannister
December 04, 2023
Tickers
AAPL
COMP
DJIA
GOOGL
Tags
TSLA
GOOGL
COMP
From
MarketWatch
Technical strategist Tom DeMark says a top for Nasdaq and Dow could come as early as this week
December 04, 2023
Tickers
AAPL
ALK
AMC
AMZN
Tags
SPOT
ALK
GME
From
MarketWatch
U.S. stock futures slip following S&P 500’s fresh 2023 high, as bond yields rise
December 04, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
ES00
BX:TMUBMUSD10Y
From
MarketWatch
‘Soft landing’ hope drives a stellar stock-market rally. Why U.S. economy is still not out of the woods.
December 03, 2023
Tickers
DJIA
SPX
Tags
BTCUSD
DXY
SPX
From
MarketWatch
The Cybertruck’s best trick could be driving sales of this other Tesla model instead
December 01, 2023
Tickers
C
DJIA
F
RIVN
Tags
DJIA
RIVN
C
From
MarketWatch
Dow near record high because traders are calling bluff on ‘higher-for-longer’ Fed
December 01, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
CL00
From
MarketWatch
Here’s why analyst Richard Bove thinks the return of ‘the Goldman Sachs of old’ is the right move
December 01, 2023
Tickers
AAPL
AXP
DJIA
GM
Tags
SYF
GM
GS
From
MarketWatch
Manufacturers still treading water, ISM survey shows: ‘Demand remains soft.’
December 01, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Anglo American and Antofagasta shares rally after upgrades
December 01, 2023
Tickers
DJIA
Tags
DX:DAX
UK:ANTO
UK:AAL
From
MarketWatch
S&P 500 futures steady after 520-point Dow surge, as Powell comments awaited
December 01, 2023
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COMP
DELL
DJIA
ESTC
Tags
DJIA
MRVL
TSLA
From
MarketWatch
Salesforce’s big growth era seems over, which may prompt a return to its old ways
November 30, 2023
Tickers
CRM
DJIA
MSFT
OKTA
Tags
CRM
DJIA
MSFT
From
MarketWatch
U.S. stocks are poised to record their best month in over a year. That’s good for the market in December and 2024.
November 30, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Classic ’60-40′ mix of stocks and bonds surges in November, heads for best performance since 2020, Bespoke finds
November 30, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Bond market reflects jitters about wall of maturing office REIT debt
November 30, 2023
Tickers
ARE
BXP
COMP
DJIA
Tags
COMP
BXP
ARE
From
MarketWatch
Chicago business activity index moves into expansion territory for first time in more than a year
November 30, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Pending home sales index drops to record low level in October
November 30, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Jobless claims tick higher in latest week, reaching highest level in 2 years
November 30, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Consumer spending slows — a sign of a weakening economy?
November 30, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Inflation slows again, the Fed’s preferred price tracker showed
November 30, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Popular QQQ ETF on track for biggest monthly gain since July 2022 as tech stocks soar
November 30, 2023
Tickers
AAPL
AMZN
COMP
CRWD
Tags
AMZN
COMP
QQQ
From
MarketWatch
S&P 500 futures up near four-month highs ahead of PCE inflation report
November 30, 2023
Tickers
CBRL
COMP
CRM
DELL
Tags
ULTA
KR
DJIA
From
MarketWatch
Fed rate-cut hopes are fueling an ‘everything rally’ on Wall Street
November 29, 2023
Tickers
ARKK
COIN
COMP
DJIA
Tags
COMP
NDX
SPX
From
MarketWatch
As Biden touts his Inflation Reduction Act, analysts size up how Trump might repeal it
November 29, 2023
Tickers
COMP
DJIA
FAN
ICLN
Tags
COMP
DJIA
ICLN
From
MarketWatch
U.S. trade deficit in goods widens 3.4% in October
November 29, 2023
Tickers
AAPL
DJIA
SPX
Tags
AAPL
SPX
DJIA
From
MarketWatch
GDP in the third quarter raised to 5.2% — but surge in growth is fading
November 29, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
S&P 500 futures flirt with four-month highs as bonds rally afresh
November 29, 2023
Tickers
COMP
CRM
DJIA
DLTR
Tags
GC00
YM00
WOOF
From
MarketWatch
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