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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
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The stock market is surging as the U.S. dollar retreats. It’s all about bonds.
October 04, 2022
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SPX
Tags
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Tags
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Tags
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Gold and bitcoin were touted as safe havens. Both cases are falling apart
October 03, 2022
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USD-BITSTAMP
Tags
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Stock markets will drop another 40% as a severe stagflationary debt crisis hits an overleveraged global economy
October 03, 2022
Tickers
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GDOW
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Tags
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BX:TMUBMUSD02Y
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From
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Stocks will continue falling even after Fed pivots, warns Morgan Stanley strategist who predicted bear market
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MS
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Tags
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COMP
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U.S. dollar’s dominance tends to be hurt these sectors of the stock market less, says RBC
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Tags
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This stock market strategist says the coming recession could be the biggest ever. ‘I recommend prayer.’
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Tags
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October 03, 2022
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October 03, 2022
Tags
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Tags
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DXY
From
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Pound rises and bond yields drop after U.K. government scraps plan to cut taxes for wealthiest earners
October 03, 2022
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Stocks and bonds are ‘discounting for a disaster’ after the worst stretch for investors in 20 years
October 01, 2022
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Tags
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A rampaging U.S. dollar just booked its strongest quarter in at least 7 years as investors search for safety
September 30, 2022
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Tags
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Gold, silver recover as dollar holds below 20-year highs
September 30, 2022
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September 30, 2022
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CLX22
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Here’s why investors should start betting on Apple and the stock market now
September 30, 2022
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DXY
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Why a soaring dollar is raising questions — and doubts— about a Plaza Accord-style intervention
September 29, 2022
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Oil traders caught between stronger dollar, OPEC+ expectations
September 29, 2022
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Central banks drove this vital skill out of investor brains. Here’s how to relearn it.
September 29, 2022
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AMC
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Tags
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Dow futures down 300 points as Bank of England intervention bounce fades
September 29, 2022
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SPX
VIX
Tags
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U.K. response to ‘crisis-style’ bond moves revives debate about a Fed pivot
September 28, 2022
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DJIA
SPX
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SPX
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Did something break? What stock-market investors need to know about U.K. financial chaos
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Amazon, Google stock-price targets fall as odds of a recession rise
September 28, 2022
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GOOG
GOOGL
META
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AMZN
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Oil edges higher as Hurricane Ian forces production cuts
September 28, 2022
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Gold slides as dollar advances to fresh 20-year high
September 28, 2022
Tags
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PLF23
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Here’s why one strategist says the consumer and related stocks might get a second wind
September 28, 2022
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AMC
AMZN
APE
Tags
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TSLA
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Gold bounces after tumbling to more than 2 year low
September 27, 2022
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PLV22
HGZ22
From
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