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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
EVENTS
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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. stock-market investors celebrate soft economic data. Here’s when bad news becomes bad news again for Wall Street.
September 03, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
There are 2 worries for the stock market in Friday’s jobs report, former SAC Capital macro trader says
September 02, 2023
Tickers
COMP
DJIA
SPX
Tags
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SPX
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From
MarketWatch
Intuit braces for negative FTC ruling on free tax prep advertising, vows appeal
September 01, 2023
Tickers
DJIA
INTU
SPX
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SPX
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From
MarketWatch
China ETFs attempt to book best day in a month after PBOC vows to support weak yuan with forex reserve ratio cut
September 01, 2023
Tickers
COMP
DJIA
GXC
KWEB
Tags
GXC
PGJ
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From
MarketWatch
Fed rate hikes can end after U.S. job gains rival an economy ‘the size of Australia,’ says BlackRock
September 01, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
‘Near perfect’ jobs report has traders betting Fed is done hiking rates
September 01, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
COMP
From
MarketWatch
U.S. construction spending rises in July
September 01, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Walgreens CEO Roz Brewer steps down as stock sinks to 14-year low
September 01, 2023
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From
MarketWatch
ISM factory index stumbles for 10th consecutive month in August
September 01, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
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From
MarketWatch
U.S. creates 187,000 jobs in August
September 01, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Congress returns to face shutdown fears — here’s what it means for markets
September 01, 2023
Tickers
COMP
DJIA
ITA
SPX
Tags
ITA
DJIA
COMP
From
MarketWatch
Yes, the stock market is closed for Labor Day on Monday
September 01, 2023
Tickers
COMP
DJIA
NVDA
SPX
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From
MarketWatch
U.S. stock futures edge higher ahead of data that could show hiring slowdown
September 01, 2023
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From
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Labor Day is just a ‘milestone’ in the marathon to get workers back to the office
August 31, 2023
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From
MarketWatch
What August’s jobs report could mean for stocks
August 31, 2023
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COMP
DJIA
SPX
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COMP
BX:TMUBMUSD01Y
BX:TMUBMUSD30Y
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The U.S. dollar strikes back: What’s next after August rally
August 31, 2023
Tickers
COMP
DJIA
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COMP
USDJPY
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MarketWatch
Salesforce In Artificial Intelligence Era, Personal Spending Rises But Income Falls, New Inflation Data
August 31, 2023
Tickers
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From
Benzinga
Inflation rate rises. Prices still sticky, PCE finds, and Fed has work to do.
August 31, 2023
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DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Amazon helps deliver biggest increase in consumer spending in six months
August 31, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
U.S. jobless claims fall to lowest level in four weeks
August 31, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
The ‘beating heart’ of the economy may be ready to trigger a recession, says this strategist
August 31, 2023
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AAPL
AMC
AMZN
AVGO
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DJIA
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From
MarketWatch
Salesforce stock buoyed by outlook, Chewy shares slump and other stocks on the move.
August 31, 2023
Tickers
CHWY
CRM
DJIA
FIVE
Tags
UBS
FIVE
DJIA
From
MarketWatch
U.S. stocks strive for five-day winning streak as PCE inflation data looms
August 31, 2023
Tickers
COMP
CRM
CRWD
DJIA
Tags
NQ00
OKTA
YM00
From
MarketWatch
Hiring likely slowed again last month, but watch out for surprises in U.S. August jobs report
August 30, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
Salesforce earnings: Here are the numbers to watch
August 30, 2023
Tickers
CRM
DJIA
NVDA
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CRM
DJIA
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From
MarketWatch
The short-volatility trade is making a comeback in 2023 six years after triggering a historic stock-market wipeout
August 30, 2023
Tickers
DJIA
JEPI
SPX
SVIX
Tags
SPX
VIX
JEPI
From
MarketWatch
Signed contracts for U.S. homes rise for the second month in a row
August 30, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
What history says about stock market in September after AI-driven rally screeches to a halt in August
August 30, 2023
Tickers
COMP
DJIA
SPX
Tags
NQ00
COMP
YM00
From
MarketWatch
ADP data shows some cooling in labor market in August
August 30, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
U.S. trade in goods widens in July
August 30, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
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