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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
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
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Gold edges higher after U.S. inflation report
May 10, 2023
Tags
SI00
DXY
HGN23
From
MarketWatch
What happens to the dollar if U.S. debt ceiling isn’t raised?
May 09, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
DXY
From
MarketWatch
‘It’s ridiculous.’ Buy short-term Treasury bills because debt-ceiling deal will come, says bond legend Bill Gross
May 09, 2023
Tickers
AAPL
ABNB
AKAM
AMC
Tags
AKAM
DUOL
CL/1
From
MarketWatch
Yellen warns debt-ceiling breach would have ‘adverse impact’ on U.S. dollar’s status
May 08, 2023
Tags
DXY
BX:TMUBMUSD10Y
From
MarketWatch
Gold prices climb, building on last week’s advance
May 08, 2023
Tags
PLN23
PAM23
SIN23
From
MarketWatch
A brief ‘tactical’ rally is opening up for these bank stocks and an ETF, says Fundstrat’s Thomas Lee
May 08, 2023
Tickers
AAPL
AMC
APE
BANC
Tags
GME
DISH
TOP
From
MarketWatch
Recession fears fuel investors’ search for safe havens. Is bitcoin a good choice?
May 05, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
DXY
BTCUSD
From
MarketWatch
U.S. debt-ceiling standoff threatens stocks, bonds, cheap imports — even your money market fund
May 05, 2023
Tags
DX00
DXY
From
MarketWatch
The S&P 500 will not break above its range soon, says Goldman Sachs. Here are 6 reasons why.
May 05, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
PACW
AMC
VIX
From
MarketWatch
Gold nears record high amid recession fears, weaker U.S. dollar
May 04, 2023
Tags
GC00
GCM23
SIN23
From
MarketWatch
Here’s when history says the post-Fed rally should start — and the two unlikely sectors to benefit
May 04, 2023
Tickers
AAPL
AIG
AMC
AMZN
Tags
Z
LMND
GDDY
From
MarketWatch
‘Deposits are going to keep drifting out,’ says DoubleLine’s Gundlach, warning of echoes of S&L crisis at banks
May 03, 2023
Tickers
COMP
DJIA
HYG
JNK
Tags
DJIA
GC00
COMP
From
MarketWatch
Why it’s silver’s time to shine
May 03, 2023
Tickers
SILJ
Tags
DXY
HGN23
SI00
From
MarketWatch
This top-performing macro fund is about to load up on cyclical stocks. Here’s why.
May 03, 2023
Tickers
AAPL
AMD
BBBY
BUD
Tags
WAL
NVDA
DXY
From
MarketWatch
More than 90% of Apple’s production is still in China. Why Morgan Stanley says that’s a problem.
May 02, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
MULN
NXPI
WWD
From
MarketWatch
Will the stock-market charge higher? Or will 2023 rally end in disaster? These factors that could determine your portfolio’s fate.
May 01, 2023
Tickers
COMP
JPM
META
NVDA
Tags
COMP
DXY
NVDA
From
MarketWatch
A volatile summer is coming as Fed pause, debt tussle meet. Shelter in these stocks, says strategist
May 01, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
AMC
FRC
BMRN
From
MarketWatch
Gold ends April with little fanfare, but record-high prices may be ‘inevitable’
April 28, 2023
Tags
GCM23
DXY
GC00
From
MarketWatch
Gold futures slip as U.S. dollar strengthens
April 28, 2023
Tags
SIN23
GCM23
GC00
From
MarketWatch
S&P 500 should be sold above 4,200, says Bank of America
April 28, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
GME
GC00
KWEB
From
MarketWatch
Gold prices decline after a weaker-than-expected U.S. GDP reading
April 27, 2023
Tags
PAM23
PLN23
GC00
From
MarketWatch
An undiscovered universe of stocks is trading at ‘near generational lows,’ asset manager says
April 27, 2023
Tickers
AAL
AMC
AMZN
ATVI
Tags
EBAY
BX:TMUBMUSD02Y
AAL
From
MarketWatch
Greenback Strengthens: Analyst Sees Bear Trap, Predicts Snapback Rally For USD In May
April 26, 2023
Tickers
USDOLLAR
UUP
Tags
Analyst Ratings
Trading Ideas
ETFs
From
Benzinga
Fed ‘accident’ could slice 20% off the S&P 500, stock market strategist David Rosenberg warns.
April 26, 2023
Tickers
SPX
Tags
DXY
DX00
SPX
From
MarketWatch
‘Crypto is dead in America.’ How FTX’s collapse instigated a Biden crackdown on the digital-asset sector.
April 26, 2023
Tickers
COIN
Tags
DXY
COIN
ETHUSD
From
MarketWatch
Gold edges back above $2,000 an ounce on concerns about U.S. debt ceiling and regional banks
April 26, 2023
Tags
SI00
HGN23
DXY
From
MarketWatch
Gold edges lower as dollar steadies
April 25, 2023
Tags
PAM23
PLN23
GC00
From
MarketWatch
Even without an ‘earnings apocalypse,’ stocks still need to drop 15%, says strategist
April 24, 2023
Tickers
AAPL
AMC
AMZN
BA
Tags
AAPL
KO
NQ00
From
MarketWatch
Will the U.S. dollar remain the world’s dominant currency? Washington and Wall Street are worried about ‘de-dollarization’ threat.
April 21, 2023
Tags
DXY
From
MarketWatch
U.S. oil benchmark extends drop below $80 a barrel on recession fears
April 20, 2023
Tags
UK:BRN00
UK:BRNM23
NGK23
From
MarketWatch
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