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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
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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
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MARKET RESEARCH
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How stocks, bonds and other investments in 46 categories should perform over the next 10 years, U.S.’s oldest bank says
November 28, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
What 2024 S&P 500 forecasts really say about the stock market
November 28, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Consumers are facing ‘widespread’ rise in loan delinquencies
November 28, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Stock investors must ‘go against the grain’ in 2024 ‘trader’s market,’ Wells Fargo says
November 28, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
SPX
COMP
From
MarketWatch
Consumer confidence rebounds from 15-month low, but recession worries persist
November 28, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Here are the odds the stock market ends 2023 on a high note
November 28, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
S&P 500 futures edge lower as November rally runs out of steam
November 28, 2023
Tickers
COMP
CRWD
DJIA
HPE
Tags
COMP
YM00
NQ00
From
MarketWatch
Stocks are entering second year of a bull market that could spell 12% gains, BMO says
November 27, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Black Friday often kicks off a year-end rally in corporate bonds
November 27, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Stock-market ‘fear gauge’ tumbles to nearly 4-year low. That makes some traders extremely nervous.
November 27, 2023
Tickers
DJIA
SPX
VIX
Tags
XX:VIX9D
SPX
VIX
From
MarketWatch
Stocks are up in ‘home stretch’ of 2023. Here’s how equities historically perform in the week after Thanksgiving as markets shift to holiday season.
November 27, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
The ‘great inflation surge’ will end in 2024 and rates will fall nearly everywhere, says Capital Economics
November 27, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD30Y
BX:TMUBMUSD02Y
From
MarketWatch
New-home sales drop in October to much lower level than expected
November 27, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
S&P 500 futures pull back after four-week winning streak
November 27, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
SPX
VIX
From
MarketWatch
Stock market heads into year-end with serious momentum. What that means for December and beyond.
November 26, 2023
Tickers
COMP
DJIA
EEM
EFA
Tags
EEM
COMP
SPX
From
MarketWatch
Here’s how the stock market has performed on Black Friday going back to 1990
November 24, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
U.S. economy growing only at a subdued rate in early November, S&P Global says
November 24, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
U.S. stock futures inch higher ahead of holiday-shortened trading session
November 24, 2023
Tickers
AMZN
COMP
DJIA
NVDA
Tags
NVDA
DJIA
YM00
From
MarketWatch
Why stocks’ Thanksgiving week performance is important to watch
November 22, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Consumer sentiment improves, but Americans still worried about inflation
November 22, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Durable-goods orders tumble and show little sign of recovery among manufacturers
November 22, 2023
Tickers
BA
DJIA
SPX
Tags
SPX
DJIA
BA
From
MarketWatch
Jobless claims drop to five-week low of 209,000
November 22, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
New ETF invested in Ozempic maker and exposed to other obesity drugs falls in first day of trade
November 22, 2023
Tickers
AMGN
ARKK
BFIT
COMP
Tags
IHE
ARKK
LLY
From
MarketWatch
Is the U.S. stock market open on Thanksgiving and Black Friday? What investors need to know.
November 22, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
S&P 500 futures stall amid Nvidia caution as trading thins ahead of holidays
November 22, 2023
Tickers
COMP
DE
DJIA
NDX
Tags
SPX
ES00
NDX
From
MarketWatch
This closely watched stock-market indicator shows the current rally is poised to extend through year end
November 21, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
The previously invincible U.S. dollar is sliding versus the Chinese yuan and Japanese yen. What gives?
November 21, 2023
Tickers
DJIA
SPX
Tags
USDCNY
SPX
DXY
From
MarketWatch
Will consumers go on a holiday season spending binge? Not this year, experts say.
November 21, 2023
Tickers
DJIA
HD
TGT
Tags
TGT
DJIA
HD
From
MarketWatch
U.S. existing-home sales drop in October to lowest level since 2010
November 21, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
S&P 500 futures stall near four-month highs as traders eye Nvidia earnings
November 21, 2023
Tickers
ADI
ADSK
BBY
COMP
Tags
KSS
SPX
HPQ
From
MarketWatch
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