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about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Nasdaq, S&P 500 Futures Surge Amid Risk-On Mood; Bitcoin, Gold Rally — Analyst Says 'Hard To Fight This Powerful Trend'
March 26, 2024
Tickers
BITCOMP
DJT
GME
MKC
Tags
Previews
News
Benzinga
From
Benzinga
Trump SPAC Is Up 250% In Past Year: Why Marjorie Taylor Greene Is Losing On The Trade
March 25, 2024
Tickers
DJT
DWAC
IPOS
Tags
2024 election
Benzinga
DJT
From
Benzinga
Trump's Hush Money Trial Scheduled Pre-2024 Election: Delay Possible Through Legal Motion
March 25, 2024
Tickers
DJT
DWAC
Tags
Legal
Market News
Juan Merchan
From
Benzinga
Trump SPAC Merger Approved, Set For Imminent Public Debut: The Profits Some Investors Missed
March 25, 2024
Tickers
DJT
DWAC
IPOS
Tags
SPACs
Devin Nunes
DJT
From
Benzinga
UPS stock drops toward a 3-year low after another revenue miss and lowered outlook
October 26, 2023
Tickers
DJIA
DJT
FDX
SPX
Tags
FDX
SPX
DJT
From
MarketWatch
From bonds to transports, the message is clear, says technical strategist: ‘The high for equities is not in.’
October 18, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
ADBE
UAL
CFG
From
MarketWatch
Airline stocks drop as Hamas’ attack in Israel hurts travel plans, raises fuel-cost concerns
October 09, 2023
Tickers
AAL
ALK
DAL
DJT
Tags
HA
UAL
AAL
From
MarketWatch
FedEx earnings: Can UPS’s labor trouble and Yellow’s bankruptcy help snap the streak of revenue misses?
September 19, 2023
Tickers
DJIA
DJT
FDX
UPS
Tags
DJIA
DJT
UPS
From
MarketWatch
UPS blames ‘late and loud’ Teamsters talks for revenue miss, outlook cut
August 08, 2023
Tickers
DJIA
DJT
FDX
UPS
Tags
UPS
DJIA
DJT
From
MarketWatch
UPS stock drops after revenue miss, lowered outlook amid volume impact from labor negotiations
August 08, 2023
Tickers
DJIA
DJT
UPS
Tags
UPS
DJIA
DJT
From
MarketWatch
Yellow’s stock rockets toward its biggest-ever gain even after reports that bankruptcy is coming
July 31, 2023
Tickers
ARCB
DJT
ODFL
SAIA
Tags
YELL
XPO
DJT
From
MarketWatch
Dow Theory signals bull market in U.S. stocks has room to run: analysts
July 25, 2023
Tickers
COMP
DJIA
DJT
MS
Tags
MS
SPX
NYA
From
MarketWatch
Watch the Dow Transports for clues about the economy — not the stock market
July 20, 2023
Tickers
DJIA
DJT
SPX
Tags
SPX
DJIA
DJT
From
MarketWatch
Avis Budget’s stock falls after analyst downgrades it just two months after turning bullish
July 20, 2023
Tickers
CAR
DJT
SPX
Tags
SPX
CAR
DJT
From
MarketWatch
Wall Street eyes best open in 15 months amid earnings optimism
July 19, 2023
Tickers
COMP
DJIA
DJT
GS
Tags
SPX
NQ00
BX:TMUBMUSD10Y
From
MarketWatch
As the Dow hits 2023 high, one of the oldest stock-market forecasting tools is making a comeback
July 17, 2023
Tickers
COMP
DJIA
DJT
FDX
Tags
SPX
COMP
DJT
From
MarketWatch
UPS’s stock snaps win streak after Teamsters say talks collapse due to ‘unacceptable’ contract offer
July 05, 2023
Tickers
DJIA
DJT
UPS
Tags
UPS
DJT
DJIA
From
MarketWatch
Market-timers are concerned about the gap between the Dow Transports and the Dow Industrials
May 17, 2023
Tickers
DJIA
DJT
SPX
UNP
Tags
DJT
DJIA
SPX
From
MarketWatch
Norfolk Southern says both East Palestine tracks in its ‘busiest corridor’ will be running again in June
April 26, 2023
Tickers
DJIA
DJT
NSC
SPX
Tags
SPX
NSC
DJT
From
MarketWatch
UPS stock falls after volume falls more than forecast as retail sales slow
April 25, 2023
Tickers
DJIA
DJT
IYT
UPS
Tags
DJT
DJIA
UPS
From
MarketWatch
Why a slide in transportation stocks may be flashing recession warning
April 24, 2023
Tickers
AAL
CAR
COMP
DAL
Tags
AAL
DJIA
UNP
From
MarketWatch
It’s simple, J.B. Hunt president says: ‘We’re in a freight recession.’
April 18, 2023
Tickers
DJIA
DJT
JBHT
Tags
DJT
DJIA
JBHT
From
MarketWatch
FedEx stock rises after analyst urges investors to buy ahead of earnings
March 16, 2023
Tickers
DJIA
DJT
FDX
SPX
Tags
FDX
SPX
DJIA
From
MarketWatch
More evidence the U.S. economy is slowing, from trucking giant Old Dominion
March 03, 2023
Tickers
DJIA
DJT
ODFL
Tags
DJIA
DJT
ODFL
From
MarketWatch
FedEx’s stock surges toward biggest three-day gain in two and a half years
February 02, 2023
Tickers
DJIA
DJT
FDX
UPS
Tags
FDX
UPS
DJT
From
MarketWatch
UPS foresees ‘mild recession’ in 2023 and posts first revenue decline since the 2008 financial crisis
January 31, 2023
Tickers
AMZN
DJIA
DJT
SPX
Tags
SPX
DJIA
DJT
From
MarketWatch
UPS stock should be bought, analyst says, as slowing economy and labor worries are fully priced in
November 29, 2022
Tickers
DJIA
DJT
UPS
Tags
UPS
DJT
DJIA
From
MarketWatch
UPS stock jumps after profit beat and affirmed outlook, as raised U.S. prices helped offset dip in volume
October 25, 2022
Tickers
DJIA
DJT
FDX
UPS
Tags
UPS
DJIA
DJT
From
MarketWatch
CSX, Norfolk Southern stocks sink to near 2-year lows after UBS downgrades, citing a ‘deteriorating’ outlook
September 27, 2022
Tickers
CSX
DJIA
DJT
NSC
Tags
NSC
CSX
DJT
From
MarketWatch
There’s some good news amid the FedEx gloom, says analyst
September 23, 2022
Tickers
DJIA
DJT
FDX
SPX
Tags
DJIA
DJT
FDX
From
MarketWatch
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