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home
about us
Investment Approach
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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
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
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MARKET RESEARCH
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Stocks shrug off downturn fears as number of companies citing ‘recession’ drops
November 20, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
Fed’s Barkin says he sees inflation ‘being stubborn,’ makes case for keeping rates ‘higher for longer’
November 20, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stocks avoided an ‘earnings apocalypse’ in November. But one final test looms on Tuesday.
November 20, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
NVDA
SPX
DJIA
From
MarketWatch
Why stock-market investors can’t snooze during Thanksgiving week
November 20, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Economy still flashing recession signs, U.S. leading index finds
November 20, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Another Treasury bond auction could rattle stocks on Monday. Here’s what investors need to know.
November 20, 2023
Tickers
C
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
S&P 500 futures hold best levels in two months amid optimism Fed is finished raising rates
November 20, 2023
Tickers
A
COMP
DJIA
KEYS
Tags
A
BX:TMUBMUSD10Y
ES00
From
MarketWatch
U.S. stocks surge to near summer highs ahead of Black Friday as investors weigh holiday shopping ahead
November 19, 2023
Tickers
COMP
DJIA
HD
QLTY
Tags
COMP
SPX
QLTY
From
MarketWatch
The Fed didn’t drive U.S. stock market rally so far this year, but AI did
November 17, 2023
Tickers
AAPL
AMZN
ASML
COMP
Tags
TW:2330
NVDA
SPX
From
MarketWatch
S&P 500 flirts with quickest comeback from correction territory in 10 years. Could it last?
November 17, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
How a second set of Trump tax cuts could jack up the national debt
November 17, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Fed’s Collins won’t take additional rate hikes off the table
November 17, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
U.S. housing starts rise for the second straight month
November 17, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
What is deflation? It’s not a one-time price discount — and it’s not something to cheer, economists say
November 17, 2023
Tickers
COMP
DJIA
SPX
WMT
Tags
WMT
COMP
DJIA
From
MarketWatch
S&P 500 futures rise ahead of options expiration
November 17, 2023
Tickers
COMP
DJIA
GPS
SPX
Tags
DJIA
ES00
RUT
From
MarketWatch
Fed’s Mester says markets’ focus on interest-rate cuts is premature
November 16, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
10 ‘better values’ in the stock market, selected for the next two years
November 16, 2023
Tickers
ALGN
ALL
CHWY
DJIA
Tags
FIVE
FI
DV
From
MarketWatch
Fed’s Cook says a soft landing is possible, but not assured
November 16, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Builder-confidence index falls for the fourth month in a row
November 16, 2023
Tickers
DHI
DJIA
LEN
SPX
Tags
TOL
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
U.S. industrial output drops 0.6% in October, pulled down by auto strike
November 16, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Philadelphia Fed manufacturing continues long trend in contractionary territory
November 16, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Inflation in the U.S. tamped down by falling cost of imports
November 16, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Jobless claims climb to three-month high of 231,000 in sign labor market is cooling
November 16, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Popular TLT Treasury fund is raking in $20 billion in new assets despite ‘frankly terrible’ returns, says researcher
November 16, 2023
Tickers
COMP
DJIA
SPX
TLT
Tags
COMP
DJIA
TLT
From
MarketWatch
S&P 500 futures hold near two-month highs after strong rally
November 16, 2023
Tickers
AMAT
BZH
COMP
CSCO
Tags
DJIA
CSCO
ES00
From
MarketWatch
Don’t be fooled: Huge one-day stock rallies are more common in bear markets
November 15, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
How investors are gearing up for the end of Fed rate hikes, according to MFS survey
November 15, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
TLT
SPX
COMP
From
MarketWatch
Violent small-cap rebound paints optimistic picture for long-suffering corner of the market, technicians say
November 15, 2023
Tickers
DJIA
IWM
SPX
Tags
RUT
DJIA
SPX
From
MarketWatch
Senate could pass bill to avert government shutdown ‘as soon as today,’ Schumer says
November 15, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Cisco earnings: What to expect
November 15, 2023
Tickers
CSCO
DJIA
Tags
CSCO
DJIA
From
MarketWatch
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