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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
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
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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Latest News about Direxion
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If Bearishness Is Over in China, Check Out This Leveraged ETF
November 01, 2021
Tickers
CWEB
Tags
CWEB
Direxion
China
From
ETF Trends
Leveraged ETFs: Is Volatility Your Best Friend or Worst Enemy?
October 29, 2021
Tickers
FAS
FAZ
Tags
FAZ
direxion
Benzinga
From
Benzinga
Auspicious Timing for Bearish Bitcoin Futures ETF
October 28, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
leveraged & inverse channel
rafferty asset management
bitcoin
From
ETF Trends
Can Emerging Markets Re-Emerge for the Bulls?
October 26, 2021
Tickers
EDC
Tags
Emerging Markets
Direxion
leveraged & inverse channel
From
ETF Trends
Play November’s Manufacturing PMI Reading With This ETF
October 25, 2021
Tickers
DUSL
Tags
pmi
Direxion
DUSL
From
ETF Trends
Is Tech Dominance Starting to Wane? Check Out This Inverse Internet ETF
October 21, 2021
Tickers
WEBS
Tags
Internet
Direxion
WEBS
From
ETF Trends
Two ETFs to Watch in What Could Be a Wild Ride for Tech
October 20, 2021
Tickers
FNGG
TECH
TECL
Tags
TECL
tech
earnings reports
From
ETF Trends
This Leveraged Gold Miner Bear Is Up 10% in the Last Three Months
October 18, 2021
Tickers
DUST
GOLD
Tags
leveraged & inverse channel
Gold
rafferty asset management
From
ETF Trends
Traders Keep GUSHing Over This Oil and Gas ETF
October 18, 2021
Tickers
GAS
GUSH
OIL
Tags
Oil
rafferty asset management
Gas
From
ETF Trends
Two ETFs to Play Volatility in Semiconductor Earnings Season
October 15, 2021
Tickers
SOXL
SOXS
Tags
earnings
Direxion
Semiconductor
From
ETF Trends
Bullish Leveraged Treasury ETF Ticks Higher on Inflation Bets
October 13, 2021
Tickers
TYD
TYO
Tags
Yield
rafferty asset management
leveraged & inverse channel
From
ETF Trends
Lever Up on This Retail ETF as Shoppers Plan to Spend More This Holiday
October 13, 2021
Tickers
RETL
Tags
Direxion
leveraged & inverse channel
RETL
From
ETF Trends
This Bearish Biotech ETF Is up 16% in the Past Month
October 12, 2021
Tickers
BEAR
LABD
LABU
Tags
Direxion
bear
LABU
From
ETF Trends
Q4 Fall Back or Ramp Up? A Trader’s Guide for the Road to 2022.
October 11, 2021
Tickers
COM
MIDU
SPXL
TMV
Tags
Webcasts
SPXL
Current Affairs
From
ETF Trends
Lever Up With This ETF as Mid-Caps Lead Economic Recoveries
October 09, 2021
Tickers
MIDU
Tags
recovery
pandemic
Direxion
From
ETF Trends
Busy Holiday Season for Travelers Puts This ETF Into Perspective
October 09, 2021
Tickers
OOTO
Tags
rafferty asset management
leveraged & inverse channel
OOTO
From
ETF Trends
Higher Oil and Gas Prices Mean More Gains for Energy Traders
October 07, 2021
Tickers
ERX
Tags
leveraged & inverse channel
ERX
rafferty asset management
From
ETF Trends
ETF 360: Q&A with Direxion’s David Mazza
October 05, 2021
Tickers
WFH
Tags
expert insights
Dave Nadig
Leveraged & Inverse Channel
From
ETF Trends
$874 Billion in Revenue for Aerospace and Defense in 2020
October 05, 2021
Tickers
DFEN
Tags
Defense
Aerospace
Direxion
From
ETF Trends
As Insurers Invest in Robotics, Lever Up on UBOT
October 04, 2021
Tickers
AI
UBOT
Tags
artificial intelligence
UBOT
Robots
From
ETF Trends
Traders Can Sink Their Teeth Into Big Tech With FNGG
October 04, 2021
Tickers
FANG
FNGG
Tags
Direxion
Big Tech
rafferty asset management
From
ETF Trends
As Interest Rates Rise, Leverage Financial Sector Strength
October 01, 2021
Tickers
FAS
FAZ
Tags
leveraged & inverse channel
financial sector
rafferty asset management
From
ETF Trends
Stocks Soured in September, While Inverse And VIX ETFs Scored
September 30, 2021
Tickers
DIA
KBWR
PXI
QQQ
Tags
barclays capital
Proshares
VXX
From
ETF Trends
Direxion Launches New Leveraged Fund, FNGG
September 30, 2021
Tickers
FNGG
SOXL
TECL
Tags
New ETFs
FNGG
TECL
From
ETF Trends
As Yields Rise, Lever Up on Falling Bond Prices With TYO
September 29, 2021
Tickers
SPXS
TECS
TYO
Tags
rafferty asset management
Leveraged & Inverse Channel
Direxion
From
ETF Trends
Inverse ETFs Soar as Stocks and Bonds Continue to Slump Tuesday
September 28, 2021
Tickers
DIA
QQQ
SH
SPDR
Tags
state street global advisors
Proshares
VGLT
From
ETF Trends
Build a Bridge to Leveraged Gains With Direxion’s DOZR ETF
September 27, 2021
Tickers
DOZR
Tags
Infrastructure
DOZR
leveraged & inverse channel
From
ETF Trends
Natural Gas Could Benefit From a Push Towards Electric Vehicles
September 23, 2021
Tickers
GASL
GASX
Tags
gasl
electric vehicles
gasx
From
ETF Trends
Keep an Eye on This Leveraged Homebuilder ETF
September 21, 2021
Tickers
DRN
NAIL
Tags
Direxion
Homebuilders
leveraged & inverse channel
From
ETF Trends
Leveraged Cloud Computing ETF up 15% for the Year
September 21, 2021
Tickers
CLDL
FAS
Tags
cloud computing
FAS
Banks
From
ETF Trends
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