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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Stock futures stuck near two-week lows as Fed fears reverberate
August 24, 2022
Tickers
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COMP
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Tags
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August 23, 2022
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August 23, 2022
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Tags
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August 23, 2022
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Tags
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August 22, 2022
Tags
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AMZN
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SPX
Tags
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NFLX
Tags
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Tags
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From
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Tags
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August 18, 2022
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This contrarian investor gave a timely warning for the last big tech top. He now sees the biggest drop of this bear market dead ahead.
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August 18, 2022
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U.S. stock futures steady as inflation fallout fears resurface
August 18, 2022
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Gold tumbles to 2-week low, pressured by rising dollar, Treasury yields
August 17, 2022
Tags
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U.S. stock futures slip from 3-month highs as traders await Fed minutes and retail sales data
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August 16, 2022
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U.S. stock futures point to cautious open after rally to three-month high
August 16, 2022
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DJIA
HD
KSS
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GC00
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No, a strong dollar doesn’t pose much of a threat to company earnings — or to stocks
August 15, 2022
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SPX
Tags
DXY
SPX
From
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Ready to cash out some gains on this stock market run? An exit path is about to emerge, says this strategist
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AMC
AMD
AMZN
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U.S. stock futures slip as gamboling bulls pause for breath
August 15, 2022
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VIX
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GC00
YM00
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A weaker U.S. dollar helped lift the stock market — but the greenback’s peak may still be ahead
August 12, 2022
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DJIA
SPX
Tags
BX:TMUBMUSD02Y
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DXY
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It’s a Tom Jones rally but it may be overbought, say analysts
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AMZN
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The Dollar Index Is Down 4%: What Next For The Forex Market?
August 11, 2022
Tags
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Gold retreats but holds above $1,800 as recent rally stalls
August 11, 2022
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912828TJ95
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Here are some stock moves to consider now that CPI has eased up, says Jefferies
August 11, 2022
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AMC
AMZN
BBBY
Tags
CSCO
DXY
ES00
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U.S. stock futures rally to three-month high amid peak inflation optimism
August 11, 2022
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AAPL
COMP
DIS
DJIA
Tags
VIX
DJIA
YM00
From
MarketWatch
U.S. stock futures edge higher as wary traders eye crucial inflation report
August 10, 2022
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COIN
COMP
DJIA
MU
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SPX
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From
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