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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Contact with Portfolio Manager(s)
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
TAM
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
Featured Quarterly Newsletter
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China Evergrande collapse shows need for $1 trillion Beijing rescue plan, says Clocktower strategist
August 17, 2023
Tickers
COMP
DJIA
EGRNF
SPX
Tags
YM00
COMP
EGRNF
From
MarketWatch
Treasury market returns are negative again. Why this time for bonds looks different than 2022.
August 17, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD06M
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From
MarketWatch
China Evergrande files for Chapter 15 bankruptcy: reports
August 17, 2023
Tickers
DJIA
EGRNF
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Traders brace for explosion of volatility Friday as $2.2 trillion in stock options expire
August 17, 2023
Tickers
COMP
DJIA
SPX
SPY
Tags
DJIA
COMP
SPX
From
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This Fed GDP forecast has the U.S. growing 5.8% in the third quarter. No, really.
August 17, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Why Treasury yields keep rising, causing pain for stock-market investors
August 17, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD30Y
From
MarketWatch
Leading index for U.S. economy falls for the 16th month in a row — but still no recession
August 17, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Michael Burry's Bold $1.6 Billion Gamble - Deciphering The Iconic Investor's Market Crash Bet Amidst A 500-Point Dow Jones Plunge
August 17, 2023
Tickers
DJIA
Tags
Trading Ideas
Markets
Dow Jones
From
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Philadelphia Fed manufacturing gauge in expansion territory for first time in a year
August 17, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Jobless claims fall 11,000 to 239,000. Layoffs in the U.S. still low
August 17, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Walmart’s stock boosted by better-than-expected earnings as food sales remain strong
August 17, 2023
Tickers
DJIA
SPX
WMT
Tags
SPX
WMT
DJIA
From
MarketWatch
U.S. stock futures inch higher following latest sell-off with Walmart earnings in view
August 17, 2023
Tickers
COMP
CSCO
DJIA
SPX
Tags
WMT
DJIA
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From
MarketWatch
10-year U.S. Treasury yields above 4% are probably the peak, says Swiss Re
August 16, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Why U.S. stock-market investors need to keep an eye on a weak Japanese yen
August 16, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMBMKJP/10Y
USDJPY
COMP
From
MarketWatch
Fed minutes show ‘most’ officials continue to worry about ‘significant upside inflation risks’
August 16, 2023
Tickers
DJIA
SPX
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SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Fed may hold rate steady in September and hike in November, says BofA. Here’s how markets might react
August 16, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
How higher-for-longer U.S. rates are unfolding as investors fret over rising yields
August 16, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
U.S. industrial output jumps in July on sharply higher utilities output
August 16, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Builders ramped up construction of U.S.new homes in July
August 16, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
U.S. stock futures advance as Treasury yields dip ahead of Fed minutes
August 16, 2023
Tickers
COMP
DJIA
SPX
TGT
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
WeWork’s roles as owner and tenant collide in San Francisco high-rise as company tries to stay afloat
August 15, 2023
Tickers
DJIA
SPX
WE
Tags
SPX
DJIA
WE
From
MarketWatch
BofA warns of ‘unusual lack of concern’ in stock market amid rising expectations for ‘recession-free’ rate cuts
August 15, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Cisco earnings: What to expect from the network giant
August 15, 2023
Tickers
COMP
CSCO
DJIA
SPX
Tags
CSCO
COMP
SPX
From
MarketWatch
‘Good news really is bad news’: Stocks stall as strong retail sales reinforce soft-landing view
August 15, 2023
Tickers
COMP
DJIA
JPM
SPX
Tags
DJIA
BX:TMUBMUSD10Y
JPM
From
MarketWatch
Stocks may slip as S&P 500 sector correlations to the index stand extremely low
August 15, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Trump would have to wait years for pardon in Georgia case, with no president or governor able to deliver one
August 15, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Fed’s Kashkari says inflation is ‘still too high’
August 15, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Import prices jump in July by largest amount in more than a year
August 15, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Amazon Prime Day helps deliver biggest gain in U.S. retail sales in six months
August 15, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
New York Fed’s Empire State factory gauge falls back into negative territory in August
August 15, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
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