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home
about us
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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GDEV, HHR, OZON, QIWI, YNDX: Can You Trade Russian Stocks on the Nasdaq?
March 24, 2022
Tickers
ERUS
GDEV
HHR
ICE
Tags
ICE
LUKOY
YNDX
From
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Central Banks Face Tough Decisions On Inflation Or Growth Amid Russia-Ukraine Conflict: CNBC
March 22, 2022
Tickers
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RSX
SPY
TLT
Tags
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From
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China Favors The West Amid Ukraine-Russia Crisis: Reuters
March 21, 2022
Tickers
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RSX
SPY
Tags
Government
Top Stories
ERUS
From
Benzinga
Stock Indexes Little Changed Amid War, Inflation, Oil Prices; Yield Inversion Looms: Reuters
March 18, 2022
Tickers
ASIA
ERUS
RSX
SPY
Tags
News
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From
Benzinga
More Isolation For Russia as IMF Board Suspends Russian Representative Role: FT
March 17, 2022
Tickers
ERUS
RSX
SPY
Tags
SPY
Economics
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From
Benzinga
Russia Admits West Sanctions Will Not Jeopardize Its Trade Relations With Iran
March 16, 2022
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ERUS
RSX
SPY
TECH
Tags
Briefs
Tech
SPY
From
Benzinga
International Court Of Justice To Rule On Emergency Measures In Russia-Ukraine Crisis: Reuters
March 16, 2022
Tickers
ERUS
RSX
SPY
Tags
General
Benzinga
Briefs
From
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Weekend reads: Could China be the next investment market to be canceled?
March 11, 2022
Tickers
AVO
BBBY
ERUS
GME
Tags
RIVN
GME
SPX
From
MarketWatch
ETF Prime: Dave Nadig Discusses All Things ETF in Relation to Russia
March 08, 2022
Tickers
AMER
EOPS
ERUS
FEDX
Tags
Nate Geraci
ERUS
ETF Prime
From
ETF Trends
NYSE Arca halts trading in 3 Russia ETFs for ‘regulatory concern’
March 04, 2022
Tickers
BEN
BLK
ERUS
FLRU
Tags
FLRU
RSX
MSCI
From
MarketWatch
The last big Russia ETF is down 65% for the week as Ukrainian invasion heats up
March 04, 2022
Tickers
BLK
CBOE
COMP
DJIA
Tags
BLK
SPX
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From
MarketWatch
This Could Be the End for Russia ETFs
March 03, 2022
Tickers
ERUS
FLRU
RSX
Tags
Emerging Markets
BlackRock
Current Affairs
From
ETF Trends
Ukraine crisis creates cracks in the ETF complex: ‘I think it remains more likely each day’ that popular Russia funds ‘are shut down,’ says analyst
March 03, 2022
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DIA
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Tags
XAR
SPY
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From
MarketWatch
Russian ETFs Continue Downward Spiral as Invasion Continues
March 03, 2022
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ERUS
RSX
RUSL
Tags
VanEck
Russia
rafferty asset management
From
ETF Trends
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
March 02, 2022
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ATXI
BBI
BORR
Tags
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Today's Market
From
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Why Russia ETFs Are Extending Declines Today
March 01, 2022
Tickers
ERUS
RSX
Tags
Movers
Global
Trading Ideas
From
Benzinga
RUSL Leveraged Russia ETF Plunges 40% After Direxion Announces Fund Liquidation
March 01, 2022
Tickers
ERUS
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NUGT
RSX
Tags
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
March 01, 2022
Tickers
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ATXI
AVGR
DDD
Tags
SXTC
Market News
ERUS
From
InvestorPlace
New Sanctions Send Russia ETFs Reeling
February 28, 2022
Tickers
ERUS
FLRU
RSX
Tags
Eastern Europe
Global ETFs
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From
ETF Trends
Russia-focused ETFs on track for worst monthly losses on record as Moscow attacks Ukraine
February 28, 2022
Tickers
COMP
DJIA
ERUS
MBT
Tags
USDRUB
DJIA
MBT
From
MarketWatch
Russia: How Broken Markets Work With ETFs
February 28, 2022
Tickers
EEM
ERUS
FRDM
RSX
Tags
BlackRock
EEM
Dave Nadig
From
ETF Trends
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
February 28, 2022
Tickers
ALF
AMTD
COMS
ERUS
Tags
COMS
PCTI
FHN
From
InvestorPlace
Russia ETFs Are Taking a Beating
February 24, 2022
Tickers
ERUS
FLRU
RSX
Tags
RSX
FLRU
ERUS
From
ETF Trends
How can investors navigate a perfect storm in the stock market with ETFs, as Putin launches Ukraine invasion, Fed battles inflation?
February 24, 2022
Tickers
AAAU
ARKF
ARKK
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SPLV
JNK
GLDM
From
MarketWatch
6 ETFs To Watch As Russia-Ukraine Crisis Heats Up
February 23, 2022
Tickers
ERUS
ONG
RSX
RSXJ
Tags
Global
Ukraine
ONG
From
Benzinga
Russian funds at risk of worst day in 2 years, as U.S. calls Moscow’s troop deployment to Ukraine start of ‘invasion’
February 22, 2022
Tickers
COMP
ERUS
RSX
SPX
Tags
ERUS
COMP
SPX
From
MarketWatch
Watch this ETF if Russia-Ukraine crisis erupts into war, but fund analyst says an even bigger threat for the market is panic in bonds
February 17, 2022
Tickers
COMP
ERUS
EWD
EWZ
Tags
DJIA
HYG
SRVR
From
MarketWatch
Russia ETFs Get Pummeled on Warnings of a Ukraine Invasion
February 11, 2022
Tickers
ERUS
FLRU
RSX
Tags
Emerging Markets
BlackRock
VanEck
From
ETF Trends
Look to These ETFs Once the Russia-Ukraine Crisis De-Escalates
February 09, 2022
Tickers
ERUS
FLRU
RSX
Tags
Emerging Markets
Eastern Europe
VanEck
From
ETF Trends
Facebook parent’s 25% stock plunge spotlights peril for ETF investors of big single-stock exposures
February 03, 2022
Tickers
ARKF
ARKG
ARKK
ARKW
Tags
CNYA
SOCL
VOX
From
MarketWatch
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