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about us
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Featured Quarterly Newsletter
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Market bears are on the prowl and stocks are in danger
August 10, 2023
Tickers
CCL
CRON
EEM
EQR
Tags
SPX
VX00
PRU
From
MarketWatch
Is Investing In China A Good Idea Right Now? 'It's Complicated,' Say Morgan Stanley Analysts
August 03, 2023
Tickers
ASHR
ASIA
CQQQ
EEM
Tags
CQQQ
Benzinga
MCHI
From
Benzinga
Trouble in paradise: Sell signs are popping up across the stock market
August 03, 2023
Tickers
CCL
CRON
EEM
EW
Tags
EEM
PFG
EW
From
MarketWatch
Morgan Stanley has downgraded China — and here’s the rival it prefers
August 03, 2023
Tickers
EEM
INDA
MCHI
Tags
EEM
INDA
MCHI
From
MarketWatch
You can still run with the stock market’s bulls, but watch the exits
July 27, 2023
Tickers
CCL
CRON
EEM
EW
Tags
EEM
PFG
EW
From
MarketWatch
China ETFs fall after services sector data, deepening losses this year as U.S. stocks, emerging-markets funds rise in 2023
July 05, 2023
Tickers
COMP
DJIA
EEM
FRDM
Tags
SPX
COMP
RAYC
From
MarketWatch
Todd Rosenbluth Talks Emerging Markets ETFs on Edge
May 22, 2023
Tickers
EEM
KLIP
KWEB
NBCM
Tags
Rosenbluth
EEM
KraneShares
From
ETF Trends
Advisors Are Interested in India-Focused ETFs
March 13, 2023
Tickers
EEM
EPI
INDA
VWO
Tags
featured
volatility resource channel
Expert Insights
From
ETF Trends
Bonds are right and stocks are wrong. Here’s what you should do about it, says BlackRock
February 24, 2023
Tickers
AAPL
ADBE
AMC
APE
Tags
BX:TMUBMUSD02Y
AAPL
TSLA
From
MarketWatch
Fund managers and corporate executives have sharply reduced their recession expectations
February 14, 2023
Tickers
COMP
EEM
SPX
Tags
EEM
COMP
SPX
From
MarketWatch
Why BlackRock prefers ‘selected’ stocks in emerging markets as U.S. dollar weakens
January 17, 2023
Tickers
COMP
DJIA
EEM
EFA
Tags
DJIA
EEM
EFA
From
MarketWatch
Fund managers are ‘a lot less bearish’ than in the fourth quarter, Bank of America’s latest poll finds
January 17, 2023
Tickers
EEM
SPX
Tags
EEM
SPX
From
MarketWatch
Innovator ETFs Protected the Downside in 2022
January 04, 2023
Tickers
EEM
EFA
EJAN
IJAN
Tags
expert insights
Innovator
featured
From
ETF Trends
Slumping U.S. stock market lags these international ETFs as 2022 comes to an end
December 29, 2022
Tickers
ACES
ACWX
ARKK
ASHR
Tags
EELV
ECH
ARKK
From
MarketWatch
Bear market in 2022 speeds up ‘great migration out of mutual funds into ETFs’
December 08, 2022
Tickers
ARKW
ASHR
CQQQ
DBEF
Tags
KWEB
DFGR
SECD
From
MarketWatch
Tax-Loss Harvest Out of Broad China Exposures With XC
November 30, 2022
Tickers
EEM
KWEB
PGJ
VWO
Tags
KWEB
modern alpha channel
China
From
ETF Trends
The 10 Most Shorted ETFs: Which Sectors Saw Short Interest Increase?
November 22, 2022
Tickers
AGG
DIA
EEM
EFA
Tags
EM
LQD
DIA
From
Benzinga
‘Just so full of autocracies’: For the Freedom 100 Emerging Markets ETF, outperformance in 2022 goes beyond nixing China
November 03, 2022
Tickers
BUG
EEM
EMXC
EWW
Tags
FDN
XC
GUSA
From
MarketWatch
Emerging-markets ETFs are ‘burning investor cash’ as China drags down performance
October 27, 2022
Tickers
ARKG
BLOK
EEM
EMXC
Tags
SPY
KEMX
BLOK
From
MarketWatch
What Investors Learned When Everything Went Down at Once
September 30, 2022
Tickers
BND
BTC
DJI
EEM
Tags
EEM
EFA
Recent Press Releases
From
Motley Fool
These long-duration bond ETFs have cratered the most from their peaks over past year, sinking below other assets as U.S. dollar soars
September 29, 2022
Tickers
AGG
ARKG
ARKK
BIL
Tags
EWZ
JHDV
GLD
From
MarketWatch
Why should I invest outside of the U.S.?
September 09, 2022
Tickers
ACWX
EEM
SPX
Tags
SPX
ACWX
EEM
From
MarketWatch
Ukraine war and Chinese regulations have left emerging market valuations at ‘exceptionally attractive levels,’ Ashmore Group says
September 02, 2022
Tickers
EEM
Tags
EEM
UK:ASHM
From
MarketWatch
Here’s what might be the trade of 2023. How to dabble in it now.
August 31, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
APE
BBY
EEM
From
MarketWatch
US Dollar Reaches Parity With Euro: Why A Strong Dollar Is Bad News For These Stocks
July 13, 2022
Tickers
EEM
GLD
SPY
UUP
Tags
Analyst Ratings
Benzinga
XLK
From
Benzinga
Ray Dalio’s Bridgewater Is a Huge Winner in 2022. He’s Betting Big on These 5 Stocks.
July 06, 2022
Tickers
ADDYY
ASML
EEM
IEMG
Tags
VWO
ADDYY
Uncategorized
From
InvestorPlace
3 Chinese Stocks to Buy as DIDI Soars: BABA, FXI, EEM
June 06, 2022
Tickers
BABA
DIDI
EEM
FXI
Tags
NASDAQ:DIDI,NYSEARCA:FXI,NYSE:BABA,NYSEARCA:EEM
Market News
DIDI
From
InvestorPlace
Skittish about buying the dip in U.S. stocks? Citi strategists say investors should go global
May 27, 2022
Tickers
EEM
SPX
Tags
XX:SXXP
EEM
SPX
From
MarketWatch
An Options Strategy for Today’s Turbulent Market
May 16, 2022
Tickers
EEM
EFA
GTR
IWM
Tags
iShares
model portfolio channel
ssga
From
ETF Trends
This bond expert who called the spike in U.S. yields forecasts the 10-year to reach 4%
May 06, 2022
Tickers
EEM
JNK
NDX
Tags
BX:TMUBMUSD10Y
JNK
NDX
From
MarketWatch
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