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home
about us
Investment Approach
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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
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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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Asia And Eurozone Markets Mixed, Crude Rises Above $90 Again - Global Markets Today While US Was Sleeping
September 27, 2023
Tickers
ADIV
AGOV
AMZN
ASHR
Tags
ASHR
Commodities
UUP
From
Benzinga
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September 26, 2023
Tickers
ADIV
AGOV
ASHR
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Tags
VWO
UNG
KDIV
From
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Asia Markets Mixed, Europe Slides While Crude Oil Trades Above $90 - Global Markets Today While US Was Sleeping
September 25, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
FXB
EZU
FXA
From
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Mark Mobius Advises Cutting Back On Chinese Consumer Stocks For This Sector Amid Xi Jinping's Boost: 'But The Problem Now Is...'
September 25, 2023
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EEM
TECH
Tags
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Asia Markets Mixed, Eurozone Dips, Crude Rises- Global Markets Today While US Was Sleeping
September 22, 2023
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ADIV
AGOV
ASHR
ASIA
Tags
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FXE
USO
From
Benzinga
Asia Falls, Eurozone And Commodities Trade Lower After Fed Rate Decision - Global Markets Today While US Was Sleeping
September 21, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
Benzinga
GXC
Futures
From
Benzinga
Asia Declines, Eurozone Trades In Green While Crude Drops In Anticipation of US Fed Meet - Global Markets Today While US Was Sleeping
September 20, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
Markets
GSG
Eurozone
From
Benzinga
Asia Closes in Red, Eurozone Trades Higher While Crude Stays above $90 - Global Markets Today While US Was Sleeping
September 19, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
FXI
Market News
EWU
From
Benzinga
Goldman Sachs Bets Big: No More Rate Hikes In 2023, A Wave Of Cuts In 2024 — Here's Why
September 18, 2023
Tickers
EEM
FOMC
SPY
Tags
SPY
ETFs
Market News
From
Benzinga
Asian Markets Mixed, Eurozone Trades In Red While Crude Oil Gains - Global Markets Today While US Was Sleeping
September 18, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
Commodities
UUP
Top Stories
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Benzinga
Asian Markets Mixed, Europe Trades Higher Influenced By ECB's Signal Of Ending Rate Hike Cycle - Global Markets Today While US Was Sleeping
September 15, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
USO
MCHI
BOIL
From
Benzinga
Asian Markets Higher, Europe Trades In Green Following US Inflation Data - Global Markets Today While US Was Sleeping
September 14, 2023
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ADIV
AGOV
ASHR
ASIA
Tags
Market News
EWU
FXI
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Benzinga
Asia Closes Lower, Europe Down Ahead Of US Inflation Data - Global Markets Today While US Was Sleeping
September 13, 2023
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ADIV
AGOV
ASHR
ASIA
Tags
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VGK
Eurozone
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Fund managers just made their biggest shift ever into U.S. stocks — and out of emerging markets
September 12, 2023
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SPX
Tags
EEM
SPX
From
MarketWatch
Asian and European Markets Mixed, Energy Rises While US Futures Trade In Red - Global Markets Today While US Was Sleeping
September 12, 2023
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AGOV
ASHR
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Tags
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Diversify Emerging Markets Exposure Away from Falling China Stocks
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SCHE
SPEM
Tags
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VWO
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Asian Markets Remain Mixed, Crude Falls While Eurozone Economic Growth Outlook Downgraded - Global Markets Today While US Was Sleeping
September 11, 2023
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ADIV
AGOV
ASHR
ASIA
Tags
UNG
KDIV
VWO
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Benzinga
Asian Markets Close Lower, European Markets Trade In Red While Commodities Gain - Global Markets Today While US Was Sleeping
September 08, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
GSG
Eurozone
VGK
From
Benzinga
Asia Closes in Red, Europe Trades Higher as Crude Oil Flirts Near Yearly High - Global Markets Today While US Was Sleeping
September 07, 2023
Tickers
AAPL
ADIV
AGOV
ASHR
Tags
VWO
KDIV
UNG
From
Benzinga
Asian Markets Mixed, Europe Trades Lower Along With Crude and Gold - Global Markets Today While US Was Sleeping
September 06, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
ASHR
Commodities
UUP
From
Benzinga
Emerging Market Stocks Could Be Winners in a Stock Market Crash
September 05, 2023
Tickers
EEM
Tags
NYSEARCA:EEM
Market Analysis
EEM
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InvestorPlace
Asia Closes in Red, Europe Trades Lower Along with Commodities - Global Markets Today While US Was Sleeping
September 05, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
Market News
FXI
VWO
From
Benzinga
ROAM Outperforms EEM by 7.4% YTD, Limits Losses
September 01, 2023
Tickers
EEM
ROAM
Tags
Hartford Funds
ROAM
EEM
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ETF Trends
7 Equity ETFs Excel In Goldilocks Scenario While Market Ponders Fed Rate Hike Outcome
September 01, 2023
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CVI
DVN
EEM
EOSE
Tags
KRE
DVN
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Benzinga
If the S&P 500 breaks this key support level, bulls will be in trouble
August 24, 2023
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ADM
CRON
EEM
EQR
Tags
NTAP
NVDA
ORIC
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BRICS Alliance Explores Expansion Amid Shifting World Order: Investors Eye These 5 ETFs
August 23, 2023
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EGPT
EIDO
Tags
brazil
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Bull vs Bear: Using Single-Country ETFs to Build an International Allocation
August 23, 2023
Tickers
AIA
EEM
EWJ
EWT
Tags
EWU
AIA
VWO
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ETF Trends
Bears are knocking at the door but bulls still hold the key to this stock market
August 17, 2023
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CCL
CRON
EEM
EQR
Tags
ORIC
CRON
VX00
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MarketWatch
3 Top Growth ETFs to Buy Right Now
August 14, 2023
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ARKG
EEM
IRBO
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IRBO
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Motley Fool
5 ETFs Responding To PPI Surge And Consumer Sentiment Dip On Friday
August 11, 2023
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EEM
ETF
JD
LLY
Tags
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TNGX
From
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