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home
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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Banks have been making it tougher for consumers and companies to borrow money
July 31, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
Piper Sandler raises S&P 500 target for 2023 as stock-market breadth expands, positive earnings underpin equities
July 31, 2023
Tickers
AAPL
AMZN
DJIA
GOOGL
Tags
XX:SP500/25
NVDA
SPX
From
MarketWatch
San Francisco’s push to turn office buildings into homes hinges on this simple idea
July 31, 2023
Tickers
AAPL
ACM
AMZN
COMP
Tags
GOOG
ACM
CRM
From
MarketWatch
Investors should brace for an August stock-market slump, Fundstrat’s Tom Lee warns
July 31, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
The ‘narrow breadth’ chorus has fallen silent. What broadening participation in stock-market rally means for investors.
July 31, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
AMZN
XX:SP500/40
XX:SP500/10
From
MarketWatch
Stock futures steady as Wall Street eyes five-month winning streak
July 31, 2023
Tickers
CNA
COMP
DJIA
ON
Tags
SOFI
ES00
DJIA
From
MarketWatch
Stocks are on a seemingly unstoppable hot streak, but this bond-market ‘tipping point’ could see it end in a hurry
July 30, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
COMP
SPX
From
MarketWatch
U.S. bank lending declines for second straight week
July 28, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
This inflation gauge by the Dallas Fed suggests slower progress in taming prices
July 28, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
August used to be the best month for the stock market. Then it became the worst.
July 28, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
What’s next for markets after the Bank of Japan enacts flexible yield-curve control
July 28, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
Here’s how long the stock market rally may last
July 28, 2023
Tickers
AIR
COMP
DJIA
GABF
Tags
META
GOOGL
NDX
From
MarketWatch
McConnell plans to serve as Senate minority leader through 2024: report
July 28, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Consumer sentiment hits 22-month high on easing inflation
July 28, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Consumer spending climbs again as Americans show confidence in the economy
July 28, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
U.S. inflation eases again, PCE shows. Prices rise at slowest pace in almost two years
July 28, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
U.S. employment costs moderate in second quarter
July 28, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
Here’s the surprising reason the tech stock rally may have room to run, says a Fidelity strategist
July 28, 2023
Tickers
AAPL
AMC
AMZN
CL
Tags
USDJPY
CL
NQ00
From
MarketWatch
Intel is chipper, Boston Beer fizzes, and other movers
July 28, 2023
Tickers
DJIA
ENPH
F
INTC
Tags
ROKU
MDLZ
ENPH
From
MarketWatch
U.S. stock futures bounce back with two key inflation gauges on tap
July 28, 2023
Tickers
COMP
DJIA
PG
SPX
Tags
XOM
PG
NQ00
From
MarketWatch
These are the companies that had the biggest impact on the Dow’s historic winning streak
July 27, 2023
Tickers
AAPL
DJIA
GS
HD
Tags
DJIA
MSFT
UNH
From
MarketWatch
Yen strengthens after report Bank of Japan will discuss tweak to ultraloose monetary policy setting
July 27, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Former Fed official Clarida backs another interest-rate hike this year
July 27, 2023
Tickers
DJIA
Tags
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
U.S. durable goods orders climb 4.7% led by Boeing contracts
July 27, 2023
Tickers
BA
DJIA
SPX
Tags
SPX
DJIA
BA
From
MarketWatch
Intel earnings: Here are the numbers to watch
July 27, 2023
Tickers
DJIA
INTC
MBLY
Tags
INTC
MBLY
DJIA
From
MarketWatch
U.S. trade deficit in goods narrows in June
July 27, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
Jobless claims drop to the lowest level since February
July 27, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
McDonald’s profit beats analyst expectations, stock rises
July 27, 2023
Tickers
DJIA
MCD
Tags
DJIA
MCD
From
MarketWatch
GDP increases at 2.4% annual pace in the second quarter
July 27, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Dow futures point to 14th gain in a row as Nasdaq 100 futures jump
July 27, 2023
Tickers
CMCSA
COMP
DJIA
INTC
Tags
DJIA
ES00
META
From
MarketWatch
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