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home
about us
Investment Approach
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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
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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
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MARKET RESEARCH
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S&P 500 index on pace to enter a correction. Here’s what it means for future performance.
October 27, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
Chevron’s stock tanks more than 5%, and rising oil prices didn’t help
October 27, 2023
Tickers
CVX
DJIA
XOM
Tags
CVX
DJIA
XOM
From
MarketWatch
Consumer sentiment improves, but higher gas prices and falling stock market adds to angst
October 27, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
Consumer spending rises sharply again and buoys economy
October 27, 2023
Tickers
AMZN
DJIA
SPX
Tags
DJIA
SPX
AMZN
From
MarketWatch
Inflation rises faster than expected, Fed’s preferred PCE price tracker shows
October 27, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Jamie Dimon and family selling one million shares of JPMorgan stock for ‘financial diversification’ purposes
October 27, 2023
Tickers
DJIA
JPM
Tags
JPM
DJIA
From
MarketWatch
S&P 500 futures rise after well-received Amazon and Intel results
October 27, 2023
Tickers
AMZN
COMP
DJIA
ENPH
Tags
NQ00
CL/1
SPX
From
MarketWatch
Inflation is still slowing, but slowly
October 26, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
More office zombies? Only 11% of maturing loans repay in September, Moody’s Analytics says
October 26, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
‘Can’t take recession for granted’ after GDP data: Traders see 2024 Fed rate cuts anyway
October 26, 2023
Tickers
BA
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
BX:TMUBMUSD06M
DJIA
From
MarketWatch
Intel earnings: What to expect from the chip maker
October 26, 2023
Tickers
DJIA
INTC
Tags
DJIA
INTC
From
MarketWatch
Pending-home sales stay near record low despite modest pickup in September
October 26, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
U.S. trade deficit in goods widens 1.3%, neutral for GDP growth in third quarter
October 26, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Jobless claims rise slightly, remain in ultra-low territory
October 26, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
Durable-goods orders surge due to Boeing plane contracts
October 26, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
GDP jumps 4.9% as the U.S. economy speeds up
October 26, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
From
MarketWatch
UPS stock drops toward a 3-year low after another revenue miss and lowered outlook
October 26, 2023
Tickers
DJIA
DJT
FDX
SPX
Tags
UPS
SPX
FDX
From
MarketWatch
Futures point to Nasdaq sliding further into correction territory as Meta shares retreat
October 26, 2023
Tickers
AMZN
CMG
COMP
DJIA
Tags
F
DJIA
ES00
From
MarketWatch
The Nasdaq just fell into its a correction. Now what?
October 25, 2023
Tickers
AMZN
COMP
DJIA
GOOG
Tags
DJIA
BX:TMUBMUSD10Y
AMZN
From
MarketWatch
Mike Johnson elected speaker, ending rudderless period for House
October 25, 2023
Tickers
COMP
DJIA
GOOG
GOOGL
Tags
SPX
COMP
GOOG
From
MarketWatch
Bond vigilantes are back in charge as portfolio manager puts a 10-year Treasury yield of 5.25% to 5.75% on the map
October 25, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
BX:TMUBMUSD10Y
SPX
From
MarketWatch
U.S. new-home sales surge to the highest level since February 2022
October 25, 2023
Tickers
DHI
DJIA
LEN
PHM
Tags
BX:TMUBMUSD10Y
DJIA
RDFN
From
MarketWatch
Boeing stock surges after another revenue beat, while losses were wider-than-forecast again
October 25, 2023
Tickers
BA
DJIA
SPX
Tags
DJIA
SPX
BA
From
MarketWatch
Why T. Rowe Price’s CIO thinks 10-year Treasury yields may keep rising — and how he’s positioned in markets
October 25, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
COMP
SPX
AGG
From
MarketWatch
S&P 500 futures slip as Google parent’s slump offsets Microsoft advance
October 25, 2023
Tickers
BA
COMP
DJIA
GD
Tags
TMUS
IBM
SPX
From
MarketWatch
U.S. small-cap stocks are not usually the smartest pick for investors. They look especially dangerous now, says DataTrek
October 24, 2023
Tickers
COMP
DJIA
SML
SPX
Tags
RUA
COMP
SPX
From
MarketWatch
Texas Instruments earnings: What to expect
October 24, 2023
Tickers
DJIA
SPX
TXN
Tags
SPX
DJIA
TXN
From
MarketWatch
Coca-Cola’s stock sees biggest gain this year after earnings beat, raised outlook
October 24, 2023
Tickers
DJIA
KO
XLP
Tags
DJIA
XLP
KO
From
MarketWatch
‘Risk of an oil shock is rising’ due to Mideast war, says BCA Research
October 24, 2023
Tickers
COMP
DJIA
SPX
Tags
CL/1
COMP
SPX
From
MarketWatch
Microsoft earnings: What to expect
October 24, 2023
Tickers
DJIA
MSFT
Tags
MSFT
DJIA
From
MarketWatch
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