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home
about us
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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
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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Higher interest rates sap consumer appetite for new cars and other major purchases
November 15, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
U.S. inflation could turn negative next year, says Cathie Wood
November 15, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Wall Street celebrated the latest inflation numbers. Main Street is still holding its breath.
November 15, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Headline producer price index drops 0.5% in October, largest decline since April 2020
November 15, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Retail sales in the U.S. fall for first time in seven months
November 15, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
New York Fed’s Empire State factory gauge rises to highest level since April
November 15, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Earnings season is brutal, but it doesn’t need to be this bad — a message to corporate America
November 15, 2023
Tickers
BCO
DJIA
GE
KO
Tags
KO
BCO
YUM
From
MarketWatch
S&P 500 futures extend rally amid signs of cooling inflation
November 15, 2023
Tickers
COMP
CSCO
DJIA
PANW
Tags
TJX
BX:TMUBMUSD10Y
CSCO
From
MarketWatch
Fifty S&P 500 companies record best day of the year
November 14, 2023
Tickers
BAC
BEN
BLK
COMP
Tags
HD
COMP
BAC
From
MarketWatch
Why a derailed $11 trillion corporate bond market looks ripe for a comeback as U.S. inflation slows
November 14, 2023
Tickers
AAPL
AGG
AMZN
DJIA
Tags
DJIA
BX:TMUBMUSD10Y
AAPL
From
MarketWatch
Fed credibility at risk if it cuts interest rates too soon, says Citadel’s Ken Griffin
November 14, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
COMP
From
MarketWatch
Fed’s Goolsbee: ‘We still have a long way to go’ to get to 2% target
November 14, 2023
Tickers
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Economists in hawkish camp don’t surrender in wake of October consumer-inflation print
November 14, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Russell 2000 outperforms Nasdaq, on pace for best day in a year
November 14, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
RUT
COMP
From
MarketWatch
Bank ETFs surge after inflation report comes in softer than Wall Street anticipated
November 14, 2023
Tickers
BAC
C
COMP
DJIA
Tags
WFC
JPM
TFC
From
MarketWatch
Inflation flat in October thanks to cheaper gas, CPI finds
November 14, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Inflation likely slowed in October, CPI to show
November 14, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
S&P 500 futures inch higher amid cautious trading ahead of inflation report
November 14, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
HD
NQ00
COMP
From
MarketWatch
Dow sees first bearish ‘death cross’ since March 2022. Here is what typically happens next.
November 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Don’t rule out a Bill Clinton-style 1990s boom for the economy, UBS says
November 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
COMP
From
MarketWatch
Hedge funds are betting that stocks will fall and indexes will rise at the same time. What’s going on?
November 13, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
META
NVDA
DJIA
From
MarketWatch
Analysts see 40% chance of government shutdown this weekend, as House plans Tuesday vote
November 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Wall Street is bracing for inflation data that includes problematic undertones for the Fed
November 13, 2023
Tickers
BAC
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
COMP
BX:TMUBMUSD02Y
From
MarketWatch
Investors seeking triple-A rated U.S. corporate debt only have these two choices — for now
November 13, 2023
Tickers
DJIA
JNJ
MSFT
SPX
Tags
JNJ
SPX
MSFT
From
MarketWatch
Exxon Mobil moving into lithium production for electric-vehicle batteries
November 13, 2023
Tickers
DJIA
XOM
Tags
XOM
DJIA
From
MarketWatch
S&P 500 futures dip after strong run as inflation data looms
November 13, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
COMP
YM00
HD
From
MarketWatch
Fed’s Daly says she’s not sure interest rates are high enough to finish the job on inflation
November 10, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
House GOP to reveal stopgap funding measure Saturday, with a week to go until possible U.S. government shutdown
November 10, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Here’s how Eli Lilly might bring a game-changing Alzheimer’s drug to market
November 10, 2023
Tickers
AAPL
AMZN
ARM
CART
Tags
AMZN
T
KVYO
From
MarketWatch
Consumer sentiment sags to 6-month low on worries over higher interest rates and Mideast war
November 10, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
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