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home
about us
Investment Approach
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Market Analysis Summary
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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Top Performing Leveraged/Inverse ETFs: 12/05/2021
December 09, 2021
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December 06, 2021
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Get a Double Dose of Leverage While Buying the S&P 500 Dip
December 03, 2021
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This Clean Energy ETF Should Keep Traders Guessing
December 03, 2021
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November 30, 2021
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November 30, 2021
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rafferty asset management
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Air Travel Should Set This ETF Up for Gains
November 30, 2021
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November 30, 2021
Tickers
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Global Demand Should Propel This Clean Energy ETF Higher
November 23, 2021
Tickers
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rafferty asset management
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November 23, 2021
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Leveraging the World's Most Precious Metal and its Miners
November 23, 2021
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November 19, 2021
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November 19, 2021
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November 19, 2021
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ETF of the Week: Direxion Daily Travel & Vacation Bull 2X Shares (OOTO)
November 18, 2021
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Two ETFs to Play Strong October Retail Data
November 16, 2021
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November 15, 2021
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November 12, 2021
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TECS Jumps 5% Following Tech Sell-Off From Hot Inflation Data
November 11, 2021
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Yahoo Finance: Dave Nadig Talks Inflation Plays and Commodities
November 10, 2021
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Inflation Data Could Be Minor Speed Bump for SPXL
November 10, 2021
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A Retail Sales Trade as Holiday Shopping Season Intensifies
November 09, 2021
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Latest Bills on Capitol Hill Tee Up Trades in These Two ETFs
November 08, 2021
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November 05, 2021
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IHE
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November 04, 2021
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SPXS
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Global Semiconductor Sales Rise Almost 30% in Q3
November 03, 2021
Tickers
SOXS
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leveraged & inverse channel
From
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