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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Bank ETFs head for worst day in 3 months after credit downgrades, warnings rattle sector
August 08, 2023
Tickers
BAC
BK
BOKF
CBSH
Tags
GS
KBWR
SPX
From
MarketWatch
Eli Lilly’s stock soars toward best day in 23 years after strong earnings, upbeat Mounjaro outlook
August 08, 2023
Tickers
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From
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A complicated options trade that has helped prop up U.S. stocks is starting to unravel
August 08, 2023
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DJIA
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From
MarketWatch
U.S. trade deficit drops 4% to $65.5 billion on waning imports
August 08, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Fed may be at point where it can be patient and hold rates steady, Harker says
August 08, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
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From
MarketWatch
Why one Wall Street strategist says the U.S. may not have added any jobs at all in July
August 08, 2023
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AMC
AMZN
BYND
Tags
BX:TMUBMUSD10Y
AAPL
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From
MarketWatch
UPS stock drops after revenue miss, lowered outlook amid volume impact from labor negotiations
August 08, 2023
Tickers
DJIA
DJT
UPS
Tags
DJIA
DJT
UPS
From
MarketWatch
U.S. stock futures slip after weak China data damps sentiment
August 08, 2023
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AMC
COMP
DJIA
GOLD
Tags
DJIA
HG00
ES00
From
MarketWatch
A $1.8 trillion wall of corporate debt coming due could cost jobs, Goldman warns
August 07, 2023
Tickers
COMP
DJIA
SPX
YELL
Tags
BX:TMUBMUSD10Y
COMP
YELL
From
MarketWatch
Consumer borrowing picked up in June, latest Fed data show
August 07, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Mortgage rates and gas prices push consumer ‘pain points’ to highest in over 20 years
August 07, 2023
Tickers
COMP
DJIA
FMCC
SPX
Tags
DJIA
FMCC
BX:TMUBMUSD10Y
From
MarketWatch
Here’s the trade that keeps pushing long-term Treasury yields to 2023 highs
August 07, 2023
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SPX
Tags
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U.S. stocks would be much lower if it wasn’t for ‘excessive’ government spending, Morgan Stanley’s Mike Wilson says
August 07, 2023
Tickers
COMP
DJIA
SPX
Tags
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SPX
DJIA
From
MarketWatch
Fed’s Williams is not in a rush to raise interest rates — or cut them
August 07, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Stock-index futures advance after worst week for the S&P 500 since March
August 07, 2023
Tickers
COMP
DJIA
KKR
PARA
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Rising Treasury yields spooked the stock market. Now, a key test lies ahead.
August 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
JPMorgan abandons U.S. recession call, instead sees ‘subpar growth’ in 2024
August 04, 2023
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COMP
DJIA
GS
Tags
DJIA
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APO
From
MarketWatch
Bank loans, deposits rise slightly in a sign of lending stability
August 04, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Apple’s stock trend is no longer its friend
August 04, 2023
Tickers
AAPL
DJIA
NDX
Tags
AAPL
DJIA
NDX
From
MarketWatch
Who is buying all the Treasury auctions? Domestic funds got a record share, but another deluge is coming.
August 04, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
The S&P 500 hasn’t seen a 2% daily drop in nearly 6 months. Does this mean a selloff is overdue?
August 04, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Mega Millions hits $1.25 billion, but you should buy stocks — not lottery tickets. Here’s how to get 8% return.
August 04, 2023
Tickers
COMP
DJIA
DNUT
SPX
Tags
DNUT
COMP
SPX
From
MarketWatch
Blackstone’s Steve Schwarzman says numbers ‘justify’ Fitch downgrade of U.S. credit rating
August 04, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
U.S. adds 187,000 jobs in July and points to slowdown in hiring
August 04, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
U.S. stock futures rise ahead of jobs report and mixed reaction to Amazon and Apple results
August 04, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
YM00
COMP
AAPL
From
MarketWatch
Amgen stock jumps after record earnings beat expectations, and biotech raises full-year outlook
August 03, 2023
Tickers
AMGN
DJIA
Tags
DJIA
AMGN
From
MarketWatch
S&P 500 soared near ‘tipping point’ in 2023. What history shows may happen to stocks after such a strong rally.
August 03, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Fitch’s historic U.S. downgrade explained in one chart
August 03, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
Inflation worries resurface as long-term U.S. bond yields start to come unglued
August 03, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
Chips, software stocks drag on tech sector following Fitch downgrade
August 03, 2023
Tickers
AAPL
ADBE
COMP
CRM
Tags
ORCL
MSFT
DJIA
From
MarketWatch
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