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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
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TAF sm Program
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MVS Program
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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
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Event Schedule
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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
Tax-Free Income Seminar
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Gold inches higher as investors wait for U.S. employment data
May 06, 2022
Tags
PAM22
GBPUSD
SI00
From
MarketWatch
Stock futures struggle for traction after dramatic day of selling, as nonfarm payrolls data looms
May 06, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Wild swings in stocks, bonds offer taste of more to come on outside risk that U.S. inflation keeps getting hot
May 05, 2022
Tickers
COMP
DJIA
Tags
COMP
DJIA
DXY
From
MarketWatch
IPO ETF slides 7% amid market carnage ahead of Bausch + Lomb pricing
May 05, 2022
Tickers
BHC
COMP
DJIA
IPO
Tags
COMP
BHC
IPO
From
MarketWatch
Dollar soars as Bank of England’s grim economic forecast gives investors reason to sell off Treasurys, stocks
May 05, 2022
Tickers
COMP
DJIA
SPX
Tags
DXY
GBPUSD
COMP
From
MarketWatch
This trader predicted the bond meltdown, tech selloff and oil’s surge. Here’s what she says is coming next.
May 05, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
ES00
GPRO
AMD
From
MarketWatch
U.S. stock futures slip, suggesting relief rally already out of steam
May 05, 2022
Tickers
COMP
DJIA
K
SHAK
Tags
K
SHOP
BX:TMUBMUSD10Y
From
MarketWatch
Gold steadies after rising yields, dollar send bulls ‘out on a stretcher’
May 03, 2022
Tags
GC00
DXY
GCM22
From
MarketWatch
Gold sinks after suffering biggest monthly loss since September
May 02, 2022
Tags
PAM22
PLN22
SI00
From
MarketWatch
Storied VC says investors are unlearning the lessons of the last bull market. Jeff Bezos says you should listen.
May 02, 2022
Tickers
AAPL
AMC
AMZN
ATER
Tags
UBER
AAPL
TSLA
From
MarketWatch
Rising real yields are threatening perennial `TINA’ trade favoring U.S. stocks — and put tech names further at risk
April 30, 2022
Tickers
AMZN
COMP
DJIA
FB
Tags
MS
SPY
AMZN
From
MarketWatch
AMD’s earnings outlook expected to give a clearer picture of where the chip sector is headed
April 29, 2022
Tickers
AMD
ASML
COMP
INTC
Tags
QCOM
COMP
ASML
From
MarketWatch
Intel is optimistic about its second-half prospects, but Wall Street isn’t
April 29, 2022
Tickers
AMD
DJIA
INTC
NVDA
Tags
INTC
DXY
SPX
From
MarketWatch
Gold moves higher as dollar rally relents
April 29, 2022
Tags
HGN22
SIN22
DXY
From
MarketWatch
‘So bad, it’s good.’ This beleaguered stock market has one big asset on its side, say strategists.
April 29, 2022
Tickers
AAPL
ABBV
ACWI
AMC
Tags
NVDA
CL00
GME
From
MarketWatch
Stock futures are lower ahead of inflation data, with tech under pressure after Apple, Amazon disappointment
April 29, 2022
Tickers
COMP
DJIA
HOOD
INTC
Tags
DJIA
ES00
SPX
From
MarketWatch
Oil edges lower as investors wrestle with soaring U.S. dollar
April 28, 2022
Tags
UK:BRN00
USDJPY
EURUSD
From
MarketWatch
Dollar domination continues, as yen slumps to two-decade low
April 28, 2022
Tags
USDJPY
DXY
EURUSD
From
MarketWatch
Gold dips back below $1,900 an ounce as U.S. dollar jumps
April 27, 2022
Tags
SIK22
GCM22
DXY
From
MarketWatch
A secular bear market is here, says this money manager. These are the key steps for investors to take now.
April 26, 2022
Tickers
AMZN
CMG
GE
GM
Tags
GM
TSLA
GE
From
MarketWatch
U.S. dollar hits 2-year high as investors flee stock market, commodities slump
April 25, 2022
Tickers
DJIA
Tags
USDCNY
DJIA
DXY
From
MarketWatch
Gold falls as investors sidestep precious metal for more attractive safe havens
April 25, 2022
Tickers
DJIA
Tags
SIK22
GCM22
DXY
From
MarketWatch
U.S. stock futures tumble as China COVID concerns add to worries over Fed’s rate-hike pace
April 25, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
COMP
AAPL
GC00
From
MarketWatch
Stock futures drop and bond yields climb following hawkish comments by Fed’s Powell
April 22, 2022
Tickers
AAPL
AMZN
BA
CAT
Tags
UPS
XOM
COMP
From
MarketWatch
Tech stocks in focus as Netflix shares crater in premarket
April 20, 2022
Tickers
BKR
COMP
DJIA
NFLX
Tags
BX:TMUBMUSD10Y
BKR
PG
From
MarketWatch
War in Ukraine will lead to a significant slowdown in global economy, IMF says
April 19, 2022
Tags
DXY
From
MarketWatch
Dollar could strengthen against more currencies besides yen as markets brace for higher U.S. interest rates
April 19, 2022
Tickers
COMP
DJIA
SPX
Tags
USDZAR
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Gold pulls back from 5-week high as dollar edges even higher
April 19, 2022
Tags
GC00
USDJPY
SIK22
From
MarketWatch
The euro touched a 2-year low because the ECB is moving at a ‘snail’s pace’ to normalize rates
April 14, 2022
Tags
EURUSD
DXY
From
MarketWatch
U.S. stock futures hold ground ahead of bank earnings
April 14, 2022
Tickers
C
COMP
DJIA
GS
Tags
DXY
GS
WFC
From
MarketWatch
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