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home
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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
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
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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
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Like slicing bread with a chainsaw, the Fed still has more dirty work to do to tame inflation, says storied Wall Street veteran
September 08, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
DXY
AAPL
ES00
From
MarketWatch
U.S. stock futures hold latest bounce as bulls not cowed by tough Fed talk
September 08, 2022
Tickers
COMP
DJIA
SPX
Tags
UK:BRN00
DJIA
GBPUSD
From
MarketWatch
Gold flat, silver marginally higher as strong dollar weighs on metals
September 07, 2022
Tags
GCZ22
PAZ22
HGZ22
From
MarketWatch
The recent whipsaw for stocks means the bear market is still with us, says this strategist
September 07, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
USDJPY
BAC
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures edge higher ahead of key speech from Fed’s Brainard
September 07, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Gold, silver rebound as recession fears support precious metals
September 06, 2022
Tags
HGZ22
PAZ22
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures advance as Wall Street returns from Labor Day break
September 06, 2022
Tickers
COMP
DJIA
SPX
Tags
CL/1
NQ00
BX:TMBMKDE/10Y
From
MarketWatch
Wall Street reacts: there’s no signs of Fed backing off despite ‘cooling’ labor market
September 02, 2022
Tickers
COMP
DJIA
SPX
Tags
GCZ22
COMP
GC00
From
MarketWatch
Gold bounces after hitting 6-week low
September 02, 2022
Tags
SIZ22
DXY
PLV22
From
MarketWatch
Silver is at a 2-year low, but it’s not gold that will determine what happens next, this analyst says
September 02, 2022
Tickers
AAPL
AMC
APE
AVCT
Tags
AAPL
SPX
UK:BRN00
From
MarketWatch
Will the dollar’s surge end in whiplash?
September 01, 2022
Tags
NG00
BX:TMBMKIT/10Y
CL00
From
MarketWatch
Silver tumbles to 2-year low as precious metals sell off again
September 01, 2022
Tags
SIZ22
PLV22
DXY
From
MarketWatch
These stocks will help you craft a bear-market survivor strategy, says this advisor.
September 01, 2022
Tickers
AAPL
ABBV
ABT
ALB
Tags
AAPL
XPEV
XOM
From
MarketWatch
Wall Street eyes fifth day of losses as chip makers dive
September 01, 2022
Tickers
AMD
COMP
DJIA
NVDA
Tags
BX:TMUBMUSD10Y
AMD
SPX
From
MarketWatch
Gold heads for 5th straight monthly decline, its worst streak in 4 years
August 31, 2022
Tags
BX:TMUBMUSD02Y
SIZ22
DXY
From
MarketWatch
U.S. futures inch higher on last trading day of August as market steadies after selloff
August 31, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
VIX
HK:HSI
From
MarketWatch
Watch these market leaders. If they give up, it’s time to ‘get out of dodge,’ says this money manager.
August 30, 2022
Tickers
AAPL
AMC
AMD
APE
Tags
BIG
BBY
NQ00
From
MarketWatch
U.S. stock futures recover some ground after Powell-inspired selloff
August 30, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
GC00
BTCUSD
From
MarketWatch
Count on a Fed pivot only after this happens, says JPMorgan Funds strategist
August 29, 2022
Tickers
COMP
DJIA
JPM
SPX
Tags
BX:TMUBMUSD10Y
CL00
DJIA
From
MarketWatch
This asset class is poised to rise 38% because markets overestimate risk of global recession, Goldman says
August 29, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BX:TMUBMUSD02Y
ES00
DXY
From
MarketWatch
Dow futures drop nearly 300 points as stocks selloff looks set to continue
August 29, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
USDJPY
YM00
From
MarketWatch
Wall Street reacts: Stocks drop as Fed’s Powell warns of pain ahead, vows to ‘keep at it’ until inflation wanes
August 26, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
The asset classes are always talking to each other, and here’s what they might be telling stocks
August 26, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
GME
BTCUSD
TSLA
From
MarketWatch
How stocks perform as central bankers gather each year at Jackson Hole
August 25, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
GC00
BX:TMUBMUSD02Y
From
MarketWatch
Gold has kept its value as a haven asset, despite this year’s fall in prices
August 25, 2022
Tickers
SPX
Tags
GC00
SPX
DXY
From
MarketWatch
Gold rises for third day as dollar, Treasury yields pull back
August 25, 2022
Tags
DXY
SIU22
BX:TMUBMUSD10Y
From
MarketWatch
The Fed and other central banks claim that digital currency is more efficient, but what’s really scaring them is crypto.
August 25, 2022
Tags
DXY
BTCUSD
From
MarketWatch
Fed heroics or no, the S&P 500 level is destined for a retest of lows. These are the levels to watch, says this strategist
August 25, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
UK:BRN00
SPX
AAPL
From
MarketWatch
U.S. stock futures get a boost ahead of Jackson Hole meeting
August 25, 2022
Tickers
COMP
CRM
DJIA
NVDA
Tags
DXY
ES00
SPX
From
MarketWatch
Gold, silver slip again as U.S. dollar holds near 20-year high
August 24, 2022
Tags
GCZ22
PLU22
HGU22
From
MarketWatch
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