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about us
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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 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
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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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U.S. economy grew at slower 2.1% pace in second quarter, new GDP figures show
August 30, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Why Goldman Sachs sees uptick in interest in hedge funds in new market regime
August 30, 2023
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SPX
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Stock-futures rally stalls as Treasury yields nudge higher ahead of ADP jobs data
August 30, 2023
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COMP
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SPX
From
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Investors thirsting for a pre-pandemic normal take heart in falling number of job quits
August 29, 2023
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COMP
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SPX
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SPX
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From
MarketWatch
Here’s the danger for investors in holding too much cash, says Wells Fargo
August 29, 2023
Tickers
DJIA
SPX
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SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
U.S. consumer confidence retreats in August to close to levels signaling recession
August 29, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Job openings fall to 28-low and fewer workers quit as labor market cools off
August 29, 2023
Tickers
DJIA
SPX
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SPX
DJIA
From
MarketWatch
U.S. home prices rose in June, amid inventory squeeze
August 29, 2023
Tickers
DJIA
SPX
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DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Investors skeptical about a ‘soft landing’ are more bullish on longer-dated bonds
August 29, 2023
Tickers
AGG
COMP
DJIA
SPX
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COMP
BX:TMUBMUSD30Y
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From
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Stock futures hold recent gains as easing Treasury yields underpin sentiment
August 29, 2023
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BMO
COMP
DJIA
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BMO
SPX
ES00
From
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The stock market is set up for a relief rally. Don’t chase the bounce, says technician.
August 28, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD30Y
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From
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‘We are buyers of gold on weakness’: Yellow metal appears resilient after surge in real rates, says Morgan Stanley
August 28, 2023
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Investors parked heavy in cash may be making a ‘mistake’, Nuveen says
August 28, 2023
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U.S. stock futures set for modest gains as investors wait for pivotal data
August 28, 2023
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EGRNF
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MarketWatch
Fed Powell’s ambivalent stance leaves investors with a cloud of uncertainty. Why the U.S. stock market faces a difficult week ahead.
August 27, 2023
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COMP
DJIA
NVDA
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BX:TMUBMUSD10Y
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‘This is a no-rules market’. Goldman strategist explains why recent stock moves have confounded traders.
August 25, 2023
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COMP
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NVDA
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Tech stock rally faces ‘trouble’ as tightening by central banks overshadows AI, says BofA
August 25, 2023
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How the stock market’s performance under Biden is worse than under Obama and Trump — in one chart
August 25, 2023
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COMP
DJIA
SPX
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DJIA
XX:W5000FLT
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From
MarketWatch
Hot U.S. economy pushes real yields toward 15-year high after Powell’s Jackson Hole speech
August 25, 2023
Tickers
COMP
DJIA
SPX
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COMP
SPX
BX:TMUBMUSD05Y
From
MarketWatch
Consumer sentiment dips at end of August on more worries about the U.S. economy
August 25, 2023
Tickers
DJIA
SPX
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SPX
DJIA
From
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After 374-point tumble in the Dow, U.S. stock futures steady ahead of key Powell speech
August 25, 2023
Tickers
COMP
DJIA
SPX
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ES00
SPX
DJIA
From
MarketWatch
Here are the odds that the stock market will crash
August 24, 2023
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DJIA
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DJIA
From
MarketWatch
How AI trade may diminish impact of higher bond yields on stocks down the road, analyst says
August 24, 2023
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NVDA
SPX
Tags
BX:TMUBMUSD03M
DJIA
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From
MarketWatch
Harker says Fed has ‘probably done enough’ to curb inflation
August 24, 2023
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DJIA
SPX
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DJIA
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From
MarketWatch
Durable-goods orders rise for third month in a row — if Boeing is taken out of the equation
August 24, 2023
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BA
DJIA
SPX
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BA
DJIA
SPX
From
MarketWatch
Jobless claims drop to 3-week low of 230,000. Still no sign of rising U.S. layoffs.
August 24, 2023
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SPX
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SPX
DJIA
From
MarketWatch
Nasdaq futures jump after Nvidia results impress, while Dow futures flatline
August 24, 2023
Tickers
AFRM
AMD
COMP
DJIA
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WOOF
MSFT
YM00
From
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Will Powell crush stocks again during Friday’s Jackson Hole speech? Here’s one reason investors shouldn’t worry.
August 23, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Pimco emerges as a buyer in Treasury market selloff, says Bond Vigilante theme ‘a bit extreme’
August 23, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Why this abstract concept could rattle stocks when Powell speaks at Jackson Hole
August 23, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
DJIA
NVDA
SPX
From
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