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home
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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Sample Portfolio
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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
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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
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Oil futures touch their lowest prices in 3 weeks
November 15, 2022
Tags
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Gold trades at 3-month high as dollar weakens
November 15, 2022
Tags
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Even JPMorgan’s bullish strategist Kolanovic says markets are getting ahead of themselves. Here’s what he and a Goldman strategist say to do now.
November 15, 2022
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WMT
Tags
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Gold pulls back from highest level since August
November 14, 2022
Tags
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PAZ22
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Markets are getting a wake-up call in 2023, says Morgan Stanley, which offers a plan for investors to get ready.
November 14, 2022
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AMC
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Gold trades at highest level since August as dollar softens to 2-month low
November 11, 2022
Tags
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From
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Citi says investors have up to six weeks to keep squeezing the bears after the inflation surprise
November 11, 2022
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AMZN
APE
Tags
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BBBY
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U.S. stock futures rise as bullish traders extend the ‘peak inflation’ rally
November 11, 2022
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Tags
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November 11, 2022
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Tags
RBZ22
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November 10, 2022
Tags
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EURUSD
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MarketWatch
Gold touches highest price since August as U.S. inflation eases
November 10, 2022
Tags
DXY
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From
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November 10, 2022
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AMC
AMZN
APE
Tags
RL
WE
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From
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Gold pulls back from 1-month high, silver retreats from highest level since June
November 09, 2022
Tags
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SIZ22
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Investors are getting good at expecting the worst. Here’s what the smart worriers should be doing now, says this strategist.
November 09, 2022
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AMZN
APE
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U.S. stock futures waver with midterm results likely to result in gridlock
November 09, 2022
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The stock market and midterms: What investors expect as U.S. voters go to the polls
November 08, 2022
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Gold, silver slip as dollar firms and Americans head to the polls
November 08, 2022
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Gold builds on last week’s strong gains
November 07, 2022
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PAZ22
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HGZ22
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MarketWatch
Here’s how much China stocks still could rally from zero-COVID, say Goldman Sachs strategists
November 07, 2022
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AAPL
AMC
AMZN
ATVI
Tags
HK:27
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Traders are loading up on bets against the stock market — and this time, it’s not a contrarian signal, says Citi
November 04, 2022
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AAPL
AMC
AMZN
APE
Tags
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GME
TSLA
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U.S. stocks poised to break four-day losing streak, as jobs data looms
November 04, 2022
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COMP
DJIA
SPX
Tags
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ES00
DXY
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Threat of higher ‘peak’ rate above 5% from Fed in 2023 reverberates across markets
November 03, 2022
Tickers
DJIA
SPX
Tags
DJIA
SPX
DXY
From
MarketWatch
Gold, silver slide as dollar rises in wake of Fed’s 4th jumbo interest rate hike
November 03, 2022
Tags
GCZ22
HGZ22
PAZ22
From
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November 03, 2022
Tags
CL/1
HOZ22
UK:BRNF23
From
MarketWatch
‘Oh my gosh, why am I not in the market?’ This forecaster says investors will be shocked by what’s about to happen next
November 03, 2022
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AAPL
AMC
AMZN
BBBY
Tags
MULN
BKKT
COIN
From
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The best way to play the Fed decision is do absolutely nothing, this industry veteran says
November 02, 2022
Tickers
AAPL
ABNB
AMC
AMD
Tags
ETSY
YM00
BX:TMUBMUSD06M
From
MarketWatch
Oil rises as dollar softens, traders eye China COVID policy
November 01, 2022
Tags
CL/1
HOZ22
UK:BRNF23
From
MarketWatch
Gold bounces after 7th straight monthly loss
November 01, 2022
Tags
GCZ22
PAZ22
GC00
From
MarketWatch
This reliable indicator of recession has yet to buckle, and so the Fed won’t either, strategist says
November 01, 2022
Tickers
AAPL
ABMD
AMC
AMD
Tags
ABMD
MULN
DJIA
From
MarketWatch
Gold on track to soften for third session as investors wait to hear from Jerome Powell
October 31, 2022
Tags
GCZ22
HGZ22
PAZ22
From
MarketWatch
< Previous
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2
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