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home
about us
Investment Approach
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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
Featured Quarterly Newsletter
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China Evergrande's EV Unit Faces Share Decline After Executive's Arrest
January 08, 2024
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Tags
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Kaustubh Bagalkote
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Countdown to Crisis: Evergrande In Last Minute Talks with Major Creditors To Avert Liquidation
December 01, 2023
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Hidden Chinese Property Debt Is Spooking Bond Holders And Sparked A Bank Run
October 16, 2023
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October 11, 2023
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October 10, 2023
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October 09, 2023
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Is There A Real Estate Bubble In Hong Kong That's About To Burst?
October 06, 2023
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Hong Kong Stocks Gain Some Steam Back After Citigroup Declares China's "Cyclical Bottom Is Here"
October 05, 2023
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Mid-Week In China: A Tough Export Climate & More Property Woes Sink Hong Kong Stocks
October 04, 2023
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One Of China's Most Trusted Real Estate Brands Defaults On Billions In Offshore Bonds
October 04, 2023
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China Evergrande Shares Soar On Trading Resumption In Hong Kong, Sparking Bailout Speculation
October 03, 2023
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China Investors Look For Silver Lining During National Golden Week To Boost Consumer Spending Amid Country's Property Turmoil
September 28, 2023
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Chinese Property Giant Evergrande Stock Halts Trading Amid Mounting Woes
September 28, 2023
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Nasdaq, S&P 500 Futures Show Edginess As Bond Yields Continue To Surge; Analyst Says Be 'Locked And Loaded' In These Stocks Ahead Of Earnings Season
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China Evergrande Shares Suspended In Hong Kong Amid Chairman Surveillance Reports
September 28, 2023
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China Evergrande Debt Default Hits Hong Kong Developers With Doozy While Chinese Big Tech Holds Firm
September 26, 2023
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China Property Market Woes Spark Fears Of 2008-Style Global Recession Led By China Slump
September 25, 2023
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CTRYF
EGRNF
LNGPF
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Single Bitcoin In 2021 Was Enough To Purchase A Tesla Model Y, Softbank Explores Investing In OpenAI, Ford Faces UAW Strike In US, Canada: Today's Top Stories
September 18, 2023
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China's Embattled Property Developer Evergrande Falls In Deeper Pit: Police Detains Wealth Management Staff
September 18, 2023
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China's Most Indebted Property Developer Loses $2B Value After Shares Resumed Trading
August 28, 2023
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Benzinga
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Lessons for next time after Nvidia’s stock didn’t surge, and options tanked, following blowout earnings
August 28, 2023
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China Evergrande Shares Plunge 87% As Trading Resumes After 17-Month Hiatus
August 28, 2023
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EGRNF
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From
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U.S. stock futures set for modest gains as investors wait for pivotal data
August 28, 2023
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MarketWatch
China stocks climb after authorities attempt to lure investors with stock tax cut, other moves
August 28, 2023
Tickers
EGRNF
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HK:HSI
EGRNF
XX:000300
From
MarketWatch
Fears of ‘domino effect of contagion’ amid China’s property woes could bring down U.S. Treasury yields from 16-year high
August 18, 2023
Tickers
COMP
DJIA
EGRNF
SPX
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HK:2007
COMP
SPX
From
MarketWatch
EGRNF Stock Alert: Evergrande Rocks the Market With Ch. 15 Bankruptcy Filing
August 18, 2023
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MULN
TSM
WE
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WE
TSM
EGRNF
From
InvestorPlace
Why Are Stocks Down Today?
August 18, 2023
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EGRNF
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OTCMKTS:EGRNF,NASDAQ:TSM,NYSE:XPEV,NASDAQ:AMAT
TSM
EGRNF
From
InvestorPlace
China Evergrande has $28.1 billion of outstanding bonds as it files for Chapter 15 bankruptcy
August 18, 2023
Tickers
EGRNF
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EGRNF
From
MarketWatch
Troubled Country Garden will be dropped from Hong Kong’s Hang Seng Index
August 18, 2023
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EGRNF
TCOM
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HK:2007
HK:1099
From
MarketWatch
Bitcoin remains under pressure following flash-crash of $2,000
August 18, 2023
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BITCOMP
EGRNF
GBTC
USD-BITSTAMP
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BTCUSD
EGRNF
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