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home
about us
Investment Approach
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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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MARKET RESEARCH
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Gold steadies near 9-month lows, silver slides to weakest since summer 2020
July 12, 2022
Tickers
COMP
DJIA
SPX
Tags
EURUSD
SIU22
HG00
From
MarketWatch
U.S. stock futures slide for second day as strong dollar adds to earnings fears
July 12, 2022
Tickers
C
COMP
DJIA
JPM
Tags
COMP
XX:SXXP
C
From
MarketWatch
Euro slips closer to parity as Goldman warns the ECB could respond more ‘forcefully’ to a weak currency’
July 12, 2022
Tags
DXY
EURUSD
From
MarketWatch
The euro suffers another big selloff, pushing it closer to parity against a strong dollar
July 11, 2022
Tags
EURCHF
GBPUSD
DXY
From
MarketWatch
Gold headed for fresh 9-month low as 4-week slide continues
July 11, 2022
Tags
SI00
HG00
DXY
From
MarketWatch
If this stock market is shaping up like 2008, here’s where we could be headed next, says strategist
July 11, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
YM00
TWTR
PHUN
From
MarketWatch
Stock futures slide as China COVID restrictions spark fresh global growth fears
July 11, 2022
Tickers
COMP
DJIA
JPM
SPX
Tags
COMP
HK:9988
BTCUSD
From
MarketWatch
Dollar Index Up 5% Since June: Is It Time To Trade The Forex Market?
July 09, 2022
Tags
Forex
DXY
General
From
Benzinga
Short-term investors might want to sit out the volatility. But here’s what longer-term investors should do, says ex-SAC analyst.
July 08, 2022
Tickers
AAPL
AMC
BABA
BBBY
Tags
HG00
TSLA
MULN
From
MarketWatch
U.S. stock futures dip as traders await jobs data after best winning run since March
July 08, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
GC00
DJIA
From
MarketWatch
This strategist warned investors not to chase momentum at the top. Now he says it’s time to be a contrarian.
July 07, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
MULN
FR:AIR
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From
MarketWatch
Wall Street eyes fourth day of gains with tech set to lead again
July 07, 2022
Tickers
COMP
DJIA
INTC
NVDA
Tags
COMP
BTCUSD
CL/1
From
MarketWatch
U.S. stock futures struggle to make headway as traders await Fed minutes
July 06, 2022
Tickers
ARKK
COMP
DJIA
SPX
Tags
ARKK
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ES00
From
MarketWatch
Dollar soars as recession fears finally hit the round-the-clock currency market
July 05, 2022
Tickers
COMP
DJIA
SPX
Tags
USDNOK
COMP
USDCAD
From
MarketWatch
Here’s how far house prices are set to fall as rates go up, says Capital Economics
July 05, 2022
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AAPL
AMC
AMZN
BABA
Tags
EVFM
ENDP
TSLA
From
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U.S. stock futures drop after long weekend as dollar rallies to 19-year high
July 05, 2022
Tickers
COMP
DJIA
SPX
Tags
DXY
JP:NIK
SPX
From
MarketWatch
Gold rises as European inflation data undermines dollar
June 29, 2022
Tags
PLV22
GCQ22
PAU22
From
MarketWatch
Gold, silver inch higher but remain stuck in range
June 28, 2022
Tickers
DJIA
Tags
DXY
SI00
PL00
From
MarketWatch
U.S. stock futures point to further Wall Street gains on view bad news is good news
June 27, 2022
Tickers
COMP
DJIA
SPX
Tags
DXY
YM00
SPX
From
MarketWatch
A strong U.S. dollar abroad can take some of the sting off rising travel costs
June 27, 2022
Tags
DXY
USDJPY
EURUSD
From
MarketWatch
Buy American has been a better stock-picking strategy than the alternative. Here are the companies most exposed to the U.S. economy.
June 24, 2022
Tickers
AAPL
ABT
AMC
AMZN
Tags
GOOGL
SCHW
AVGO
From
MarketWatch
Gold prices slip, copper tumbles to 16-month lows on recession fears
June 23, 2022
Tickers
DJIA
Tags
UK:WBS/1
PA00
YMU22
From
MarketWatch
What Ben Bernanke and other bitcoin skeptics get wrong about crypto — even after this latest crash
June 22, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
BTCUSD
DOGEUSD
DXY
From
MarketWatch
U.S. stock futures drop as Powell testimony looms, recession worries return to the spotlight
June 22, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
YM00
COMP
From
MarketWatch
Gold prices edge lower, platinum and palladium prices move sharply in opposite directions
June 21, 2022
Tickers
SPX
Tags
SIN22
USDJPY
ESU22
From
MarketWatch
Stocks are still too expensive and rising rates may shock financial system, Seth Klarman warns
June 20, 2022
Tickers
SPX
Tags
DXY
SPX
From
MarketWatch
Bitcoin’s nosedive through the $20,000 mark is a Minsky Moment for crypto: ‘Psychologically for a lot of people, this is galling’
June 18, 2022
Tickers
BITCOMP
DJIA
SPX
USD-BITSTAMP
Tags
GC00
DJIA
SPX
From
MarketWatch
U.S. stock futures point to bounce, but S&P 500 facing worst week since 2020
June 17, 2022
Tickers
ADBE
AZN
COMP
DJIA
Tags
CL/1
BTCUSD
USDJPY
From
MarketWatch
Gold prices jump as dollar weakens, “risk off” mood dominates
June 16, 2022
Tickers
DJIA
Tags
PA00
DJIA
GC00
From
MarketWatch
In a tough post-Fed market, strategist finds opportunity knocking in a couple of this year’s hottest sectors
June 16, 2022
Tickers
AAPL
AES
AMC
AMZN
Tags
NQ00
AAPL
AMC
From
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