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home
about us
Investment Approach
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Value Proposition
Team Biographies
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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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RSVP-Signup Form
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Here’s the playbook from Credit Suisse’s monetary plumbing guru if the rest of the world breaks free from the U.S. dollar
April 13, 2022
Tickers
AAPL
AMC
ATER
BABA
Tags
NIO
DAL
BX:TMUBMUSD10Y
From
MarketWatch
Top U.S. bank regulator questions ‘long-term sustainability’ of crypto
April 08, 2022
Tags
ETHUSD
DXY
BTCUSD
From
MarketWatch
Gold set to eke out weekly gain despite rising Treasury yields, dollar
April 08, 2022
Tags
BX:TMUBMUSD10Y
PLN22
HGK22
From
MarketWatch
Yellen warns crypto invites risks that could ‘disrupt the financial system and our economy’ in first major speech on digital assets
April 07, 2022
Tags
ETHUSD
DXY
BTCUSD
From
MarketWatch
A big shift is under way for markets, and old Warren Buffett shareholder letters point to which companies will survive
April 05, 2022
Tickers
AAPL
AMC
AMZN
ATER
Tags
AAPL
CL00
BRK/A
From
MarketWatch
Gold edges higher to kick off week
April 04, 2022
Tags
GC00
GCM22
SIK22
From
MarketWatch
Bitcoin could reach $1.3 million in this scenario, VanEck says
April 01, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
GC00
DXY
GCM22
From
MarketWatch
Investors are fed up with Netflix and Facebook’s parent. Why this portfolio manager is digging in and buying more.
April 01, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
GBPUSD
AMC
GME
From
MarketWatch
There may be little upside left in this stock rally, says Goldman Sachs. Here’s where it advises investors to put their money now.
March 31, 2022
Tickers
AAPL
AMC
BRK-A
BRK-B
Tags
AMC
GC00
TSLA
From
MarketWatch
Billionaires like Jeff Bezos are big on owning farmland. Here are some ways average investors can play this hot commodity.
March 29, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
AMC
USDRUB
GME
From
MarketWatch
Japan’s yen keeps weakening against dollar, raising possible need for formal intervention
March 28, 2022
Tickers
COMP
DJIA
GS
SPX
Tags
COMP
USDJPY
DJIA
From
MarketWatch
Gold falters as dollar rises, investors eye Russia-Ukraine developments
March 28, 2022
Tags
SIK22
DXY
GC00
From
MarketWatch
Diamond hands and Corporate America to drive $900 billion of stock purchases, say Goldman’s strategists
March 28, 2022
Tickers
AAPL
AMC
AMD
AVGO
Tags
NILE
HSBC
CL00
From
MarketWatch
It’s the beginning of the end of globalization, say BlackRock’s Larry Fink and Oaktree’s Howard Marks
March 24, 2022
Tickers
AAL
AAPL
AMC
AMZN
Tags
TSLA
AAL
GC00
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It’s the 2nd anniversary of the stock market’s COVID bottom — Here’s how the rally stacks up
March 23, 2022
Tickers
COMP
DJIA
DVN
SPX
Tags
TSLA
COMP
CL/1
From
MarketWatch
This group of stocks is flagging a rebound, and that’s good news for the S&P 500, says technical analyst
March 22, 2022
Tickers
AAPL
AMC
AZN
BABA
Tags
CL00
NIO
JNJ
From
MarketWatch
Here’s what it will take to make stocks a ‘great’ buying opportunity
March 21, 2022
Tickers
AAPL
AMC
BA
BABA
Tags
AMC
TSLA
GC00
From
MarketWatch
Crypto, law enforcement experts say there is ‘no evidence’ Russia’s Putin is using bitcoin to evade sanctions
March 17, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
BTCUSD
ETHUSD
From
MarketWatch
Gold stages 2% rally higher as dollar takes leg lower after Fed rate hike
March 17, 2022
Tags
DXY
GCJ22
From
MarketWatch
A wild ride: How markets reacted to the first Federal Reserve rate hike since 2018
March 16, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD02Y
From
MarketWatch
Look for this group of stocks to surge when risk aversion fades, says fund manager, who offers five stock ideas
March 16, 2022
Tickers
AAPL
AMC
BABA
COMP
Tags
NVDA
MULN
HYMC
From
MarketWatch
The way we were — what’s behind JPMorgan’s latest upbeat stock market view
March 15, 2022
Tickers
AAPL
AMC
BABA
COMP
Tags
AMC
CN:SHCOMP
GME
From
MarketWatch
Europe will end up joining the U.S. with sanctions that target Russia’s energy sector, predicts expert on ‘financial warfare’
March 11, 2022
Tickers
COIN
MCD
SPX
Tags
SPX
DXY
BTCUSD
From
MarketWatch
Whether or not a bottom is in, here’s what will ride to the stock market’s rescue over 12 months, one strategist forecasts
March 10, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
CEI
NVDA
AMC
From
MarketWatch
Dollar tumbles as investor risk appetite roars back while surge in oil, commodity prices takes a breather
March 09, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
W00
From
MarketWatch
Gold futures pull back, poised to snap 4-day streak of gains
March 09, 2022
Tags
BX:TMUBMUSD10Y
GC00
GCJ22
From
MarketWatch
‘We can’t stay in a state of panic.’ Forecaster who predicted a series of rolling bear markets has just turned bullish.
March 09, 2022
Tickers
AAPL
AMC
GE
GME
Tags
AMC
HU:SET
GC00
From
MarketWatch
‘Xi is using Putin as a test tube.’ Here’s how China is assessing the U.S.’s Russia sanctions as it eyes conflict with Taiwan
March 08, 2022
Tags
UK:BRN00
BX:TMUBMUSD10Y
DXY
From
MarketWatch
Gold surges above $2,000 and extends rally toward 18-month high, palladium rises to a record
March 08, 2022
Tags
GC00
GCJ22
DXY
From
MarketWatch
Stocks could be headed for a mid-March bottom, if this historical pattern holds up
March 08, 2022
Tickers
AAPL
AMC
BBBY
CEI
Tags
DXY
ES00
XX:SXXP
From
MarketWatch
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