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home
about us
Investment Approach
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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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Wall Street analysts are excited about this bullish stock-market indicator
November 10, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
U.S. stock futures struggle as investors weigh up higher-for-longer rates
November 10, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
COMP
YM00
From
MarketWatch
Disney’s stock clinches best day in almost three years
November 09, 2023
Tickers
DIS
DJIA
PARA
SPX
Tags
DIS
DJIA
PARA
From
MarketWatch
Rare stock-market event? Here’s how many times the S&P 500 has seen a 9-day winning streak in the last 95 years.
November 09, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Jobless claims dip to 217,000 and point to sturdy U.S. labor market
November 09, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
A tech stock breakout defies market bears and signals strength into year-end, analyst says
November 09, 2023
Tickers
COMP
DJIA
SPX
XLK
Tags
XLK
DJIA
SPX
From
MarketWatch
Why this Dow stock went from worst in 2022 to first in 2023 — and 13 turnaround candidates for 2024
November 09, 2023
Tickers
CRM
DJIA
NVDA
SPX
Tags
CRM
SPX
NVDA
From
MarketWatch
S&P 500 futures struggle to extend eight-day winning streak ahead of Powell comments
November 09, 2023
Tickers
COMP
DJIA
NVAX
PLUG
Tags
VIX
TPR
DJIA
From
MarketWatch
Credit-card, auto-loan ‘stress’ rises as U.S. consumers fall behind on payments
November 08, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
The U.S. dollar has peaked — now it gets ‘messy’: SocGen
November 08, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DXY
From
MarketWatch
Market-based inflation expectations jump, adding to list of upside risks
November 08, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Stock-market timers beware: Just 8 days account for all of the S&P 500’s 14% gain in 2023
November 08, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Election takeaways: Biden ‘didn’t stop Democrats from winning,’ while Youngkin was hit with ‘a stunning repudiation’
November 08, 2023
Tickers
COMP
DJIA
MSOS
SPX
Tags
DJIA
MSOS
RB00
From
MarketWatch
S&P 500 futures edge lower after seven-day winning streak, best in two years
November 08, 2023
Tickers
AMC
COMP
DIS
DJIA
Tags
AMC
DJIA
YM00
From
MarketWatch
The 60/40 stock-bond portfolio appears to be broken. Here’s how it could change.
November 07, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
COMP
SPX
GS
From
MarketWatch
U.S. consumer credit rebounds in September
November 07, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Why U.S. outlook is ‘fragile’ and investors should go defensive, in six charts
November 07, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD02Y
DJIA
From
MarketWatch
Another Wall Street strategist says last week’s U.S. stock-market rally will soon fizzle. Here’s why.
November 07, 2023
Tickers
ARKK
COMP
DJIA
JPM
Tags
RUT
SPX
DJIA
From
MarketWatch
Fed’s Goolsbee: Slowdown in job growth in October was welcome, as it brought labor market into better balance
November 07, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Trade deficit climbs 5% to $61.5 billion on rebound in imports
November 07, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Fed’s Kashkari: No discussion about interest-rate cuts
November 07, 2023
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
No Wall Street, there is no Santa Claus rally
November 07, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
S&P 500 futures dip after six-day winning streak
November 07, 2023
Tickers
COMP
DDOG
DHI
DJIA
Tags
COMP
NQ00
GILD
From
MarketWatch
Fed likely to cut rates below 3%, making bonds attractive now, Guggenheim says
November 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
The $26 trillion Treasury market is showing resilience in a year of extreme volatility, regulators say
November 06, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
COMP
SPX
From
MarketWatch
Fed loan-officer survey finds banks continue to tighten loan standards
November 06, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
‘Stock-market correction is over’ after broad surge amid ‘epic’ market rallies
November 06, 2023
Tickers
AMZN
COMP
DJIA
META
Tags
XX:SP500/40
XX:SP500/60
XX:SP500/45
From
MarketWatch
Will a stock-market rally follow a peak in bond yields? It depends.
November 06, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
COMP
From
MarketWatch
The Fed wanted the bond market’s help in fighting inflation. Is it backfiring?
November 06, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
COMP
BX:TMUBMUSD30Y
SPX
From
MarketWatch
Wall Street veteran sees ‘once in a generation buying opportunity’ in unloved areas of global stocks
November 06, 2023
Tickers
ACWI
AMZN
COMP
DJIA
Tags
XX:SP500EW/45
GOOGL
COMP
From
MarketWatch
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