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home
about us
Investment Approach
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Team Biographies
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Form CRS
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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
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
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Home Depot’s earnings beat estimates and company unveils $15 billion share buyback
August 15, 2023
Tickers
DJIA
HD
SPX
Tags
HD
DJIA
SPX
From
MarketWatch
U.S. stock futures slide as China growth angst rattles global risk appetite
August 15, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
SPX
ES00
BX:TMUBMUSD10Y
From
MarketWatch
Risky bonds are facing a ‘maturity wall’ that could sow more panic in markets
August 14, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
BX:TMUBMUSD30Y
From
MarketWatch
Country Garden’s property debt woes contribute to Chinese yuan’s drop to 9-month low
August 14, 2023
Tickers
COMP
DJIA
SPX
Tags
DXY
USDCNY
USDRUB
From
MarketWatch
Yellen to tout ‘explosion in U.S. factory construction’ as she marks Inflation Reduction Act’s anniversary
August 14, 2023
Tickers
COMP
DJIA
ICLN
PJP
Tags
SPX
COMP
ICLN
From
MarketWatch
Goldman CEO David Solomon faces criticism at bank amid struggles: report
August 14, 2023
Tickers
DJIA
GS
JPM
MS
Tags
MS
GS
DJIA
From
MarketWatch
Cisco earnings: What to expect from the network equipment and software giant
August 14, 2023
Tickers
ANET
COMP
CSCO
DJIA
Tags
COMP
ANET
JNPR
From
MarketWatch
U.S. stock futures volatile as Wall Street strives to break 2-week losing streak
August 14, 2023
Tickers
AAPL
COMP
DJIA
HD
Tags
HK:HSI
HK:2007
YM00
From
MarketWatch
A stumbling stock market faces a crucial summer test. Here’s what will decide the bull’s fate.
August 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
VX00
SPX
From
MarketWatch
U.S. bank lending flattens out in latest week
August 11, 2023
Tickers
DJIA
Tags
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Treasury auctions end on a downbeat this week after soft 30-year sale
August 11, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Inflation may re-accelerate in fourth quarter or next year, but but it may not be a bad thing
August 11, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Consumers see substantial improvement in economy over past 3 months, UMich survey
August 11, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
U.S. wholesale prices pick up in July, PPI shows
August 11, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
U.S. stock futures pause as traders wait to see if PPI data moves markets in a way CPI did not
August 11, 2023
Tickers
COMP
DJIA
SPX
Tags
NQ00
BX:TMUBMUSD30Y
COMP
From
MarketWatch
Tech stocks are headed for their worst stretch since December, threatening to unravel 2023’s stock-market rally
August 10, 2023
Tickers
AAPL
COMP
DJIA
MSFT
Tags
MSFT
TSLA
COMP
From
MarketWatch
Fed has ‘more work to do’ to get inflation back down, Daly says
August 10, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
EVs zoomed ahead with a 8.2% slice of auto financing pie in second quarter
August 10, 2023
Tickers
COMP
DJIA
F
SPX
Tags
TSLA
COMP
SPX
From
MarketWatch
3 reasons why investors should be cautious about July’s ‘very encouraging’ CPI reading
August 10, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
COMP
From
MarketWatch
U.S. jobless claims rise to highest level in a month
August 10, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
U.S. inflation rate creeps back up, CPI shows. Fed’s fight not over.
August 10, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
U.S. stock futures advance ahead of crucial inflation report
August 10, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
SPX
DJIA
From
MarketWatch
Strategist who called 2023 U.S. stock rally says S&P 500 will go nowhere for rest of 2023, and likely in 2024 too
August 09, 2023
Tickers
AAPL
COMP
DJIA
GS
Tags
JPM
MS
COMP
From
MarketWatch
Trading in risky ‘0DTE’ stock options hits record and could a stock-market selloff, traders say.
August 09, 2023
Tickers
AAPL
COMP
DJIA
JPM
Tags
JPM
COMP
NVDA
From
MarketWatch
Do CPI days still rock the stock market? How 2023 stacks up to 2022
August 09, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
July CPI to come in close to expectations as U.S. settles into final mile along the road to lower inflation, traders say
August 09, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Stock futures gain ground as traders eye looming U.S. inflation data
August 09, 2023
Tickers
COMP
DIS
DJIA
PENN
Tags
DIS
NQ00
YM00
From
MarketWatch
Goldman woos veteran Russell Horwitz to return as chief of staff, while two other executives depart
August 08, 2023
Tickers
DJIA
GS
Tags
GS
DJIA
From
MarketWatch
Have AI stocks like Nvidia reached bubble territory? Here’s what history can tell us.
August 08, 2023
Tickers
COMP
DJIA
GOOG
GOOGL
Tags
MSFT
COMP
GOOGL
From
MarketWatch
UPS blames ‘late and loud’ Teamsters talks for revenue miss, outlook cut
August 08, 2023
Tickers
DJIA
DJT
FDX
UPS
Tags
FDX
UPS
DJT
From
MarketWatch
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