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home
about us
Investment Approach
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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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Some Emerging Market ETFs Are Shining
April 25, 2022
Tickers
DEM
DGS
EELV
EEM
Tags
BlackRock
Vanguard
EEM
From
ETF Trends
These emerging markets are set to feel most pain as Russia-Ukraine war sends oil, food prices soaring
March 10, 2022
Tickers
EEM
SPX
SPY
Tags
SPY
EEM
CL/1
From
MarketWatch
As Russia’s Ukraine invasion roils global stock markets, is China the next big worry for ETF investors?
March 10, 2022
Tickers
AMAT
AMZN
ARKF
ARKK
Tags
ARKK
SPY
COMT
From
MarketWatch
Russia: How Broken Markets Work With ETFs
February 28, 2022
Tickers
EEM
ERUS
FRDM
RSX
Tags
EEM
Dave Nadig
BlackRock
From
ETF Trends
South Korea Seeks Developed Market Status From MSCI
February 25, 2022
Tickers
EEM
VWO
Tags
Vanguard
Emerging Markets
BlackRock
From
ETF Trends
Emerging Market ETFs Are Doing Better
February 02, 2022
Tickers
EEM
FXI
RSX
Tags
RSX
Emerging Markets
Russia
From
ETF Trends
JPMorgan’s Kolanovic is again pounding the table for stocks — but one market is close to triggering an ominous signal
February 01, 2022
Tickers
AAPL
AMC
AMD
BABA
Tags
SPX
UK:GWM00
GME
From
MarketWatch
5 Questions to Ask When Buying an ETF
January 31, 2022
Tickers
EEM
RWW
RYF
VWO
Tags
RYF
RWW
etf education channel
From
ETF Trends
What to expect from markets in the next six weeks, before the Federal Reserve revamps its easy-money stance
January 29, 2022
Tickers
AGG
COMP
EEM
HYG
Tags
COMP
VIX
HYG
From
MarketWatch
Watch out for stock headwinds and recessionary pressures, warns bond king Jeffrey Gundlach
January 12, 2022
Tickers
AAPL
AMC
BABA
BIIB
Tags
IMRN
AMC
NIO
From
MarketWatch
7 Best Country ETFs to Buy for 2022
January 07, 2022
Tickers
ARKK
BABA
DSTZF
ECH
Tags
TSM
NAPRF
TUR
From
InvestorPlace
Big pension funds dumped the wrong things last year — as usual
January 04, 2022
Tickers
BND
BNDW
EEM
PG
Tags
PG
BNDW
VT
From
MarketWatch
Innovator ETFs Announce Upside Caps for New January Series and Hit 100 Period Completions
January 03, 2022
Tickers
BALT
EEM
EFA
IWM
Tags
BALT
accelerated etfs
xdja
From
ETF Trends
US Dollar Offers Buying Opportunity At This Level
December 01, 2021
Tickers
EEM
Tags
EEM
Trading Ideas
Jeff Kilburg
From
Benzinga
Fund managers have highest U.S. overweight in eight years as growth fears recede
November 16, 2021
Tickers
EEM
SPX
Tags
GC00
EEM
BX:TMUBMUSD30Y
From
MarketWatch
Using Passive ETFs to Track Risk Appetite for Active Gains
November 15, 2021
Tickers
DIA
EEM
GOVT
IWM
Tags
T/ Rowe Price
GLD / SPDR Gold Shares ETF
iShares
From
ETF Trends
Go With GTR for Better Spin on Target Range Investing
October 14, 2021
Tickers
EEM
EFA
GTR
IWM
Tags
EEM
EFA
IWM
From
ETF Trends
Unusual Options Activity: iShares MSCI Emerging Index Fund
August 16, 2021
Tickers
EEM
Tags
Options
Markets
EEM
From
Benzinga
Understanding iShares MSCI Emerging Index Fund's Unusual Options Activity
August 12, 2021
Tickers
EEM
Tags
Movers
BZI/UOA
Market News
From
Benzinga
Analyzing iShares MSCI Emerging Index Fund's Unusual Options Activity
August 05, 2021
Tickers
EEM
Tags
EEM
Benzinga
BZI/UOA
From
Benzinga
Analyzing iShares MSCI Emerging Index Fund's Unusual Options Activity
August 04, 2021
Tickers
EEM
Tags
Benzinga
EEM
Movers
From
Benzinga
JPMorgan’s Kolanovic pinpoints the moment to start investing in this ravaged asset class again
August 03, 2021
Tickers
AKAM
ATVI
CLX
COP
Tags
TTWO
EEM
COP
From
MarketWatch
Unusual Options Activity Insight: iShares MSCI Emerging Index Fund
August 02, 2021
Tickers
EEM
Tags
Options
Markets
EEM
From
Benzinga
Should you stick with emerging markets? Advisers weigh in
July 30, 2021
Tickers
ACWI
BRK-A
BRK-B
EEM
Tags
SPY
NEWFX
EEM
From
MarketWatch
Analyzing iShares MSCI Emerging Index Fund's Unusual Options Activity
July 30, 2021
Tickers
EEM
Tags
BZI/TFM
Movers
Market News
From
Benzinga
Understanding iShares MSCI Emerging Index Fund's Unusual Options Activity
July 29, 2021
Tickers
EEM
Tags
Markets
Options
EEM
From
Benzinga
Understanding iShares MSCI Emerging Index Fund's Unusual Options Activity
July 28, 2021
Tickers
EEM
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
Unusual Options Activity Insight: iShares MSCI Emerging Index Fund
July 27, 2021
Tickers
EEM
Tags
Market News
BZI/UOA
Benzinga
From
Benzinga
The Emerging Markets ETF Breaks Important Support
July 26, 2021
Tickers
EEM
Tags
EEM
Benzinga
Emerging Market ETFs
From
Benzinga
Understanding iShares MSCI Emerging Index Fund's Unusual Options Activity
July 22, 2021
Tickers
EEM
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
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