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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
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Back Dated Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Buy stocks ahead of 2024 rate cuts, because once they start it’s less great, says strategist
November 24, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
MSFT
YM00
NVDA
From
MarketWatch
U.S. stock futures inch higher ahead of holiday-shortened trading session
November 24, 2023
Tickers
AMZN
COMP
DJIA
NVDA
Tags
YM00
DJIA
NVDA
From
MarketWatch
‘Too many skunks at the party.’ Bank of America strategist charts S&P 500’s path to 5,000
November 22, 2023
Tickers
AAPL
ADSK
AMC
AMD
Tags
ES00
BX:TMUBMUSD02Y
JWN
From
MarketWatch
S&P 500 futures stall amid Nvidia caution as trading thins ahead of holidays
November 22, 2023
Tickers
COMP
DE
DJIA
NDX
Tags
SPX
NDX
ES00
From
MarketWatch
A dip-buying year awaits investors in 2024 as S&P 500 finds ‘true bottom,’ says this Wall Street bank.
November 21, 2023
Tickers
AAPL
ADSK
AMC
AMZN
Tags
NIO
HPQ
RUT
From
MarketWatch
S&P 500 futures stall near four-month highs as traders eye Nvidia earnings
November 21, 2023
Tickers
ADI
ADSK
BBY
COMP
Tags
KSS
SPX
HPQ
From
MarketWatch
The stock market has rallied 63 times after a correction. Why this time is different, says Deutsche Bank.
November 20, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
GC00
TSLA
GME
From
MarketWatch
S&P 500 futures hold best levels in two months amid optimism Fed is finished raising rates
November 20, 2023
Tickers
A
COMP
DJIA
KEYS
Tags
YM00
COMP
ZM
From
MarketWatch
Bad news is good news for stocks right now — but not for long, says this strategist
November 17, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
NIO
WMT
AAPL
From
MarketWatch
S&P 500 futures rise ahead of options expiration
November 17, 2023
Tickers
COMP
DJIA
GPS
SPX
Tags
NQ00
YM00
COMP
From
MarketWatch
The firm that’s been saying cash is king says now is the time to switch to stocks
November 16, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
YM00
BX:TMUBMUSD30Y
AMAT
From
MarketWatch
S&P 500 futures hold near two-month highs after strong rally
November 16, 2023
Tickers
AMAT
BZH
COMP
CSCO
Tags
ES00
CSCO
RUT
From
MarketWatch
Hedge-fund manager who called last year’s tech crash bets on Florida, oil drillers and this commodity
November 15, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
JOE
AMC
GM
From
MarketWatch
S&P 500 futures extend rally amid signs of cooling inflation
November 15, 2023
Tickers
COMP
CSCO
DJIA
PANW
Tags
YM00
PANW
DJIA
From
MarketWatch
Ahead of House vote on avoiding shutdown, Speaker Johnson says: ‘I think we’ll pass this’
November 14, 2023
Tags
ES00
YM00
From
MarketWatch
Here’s the most crowded trade on Wall Street, according to Bank of America
November 14, 2023
Tickers
AAPL
AMC
AMZN
GME
Tags
HD
TECK
BX:TMUBMUSD02Y
From
MarketWatch
S&P 500 futures inch higher amid cautious trading ahead of inflation report
November 14, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Morgan Stanley has boosted its S&P 500 target — but here’s where it sees the real opportunities
November 13, 2023
Tickers
AAPL
AMC
AMZN
BA
Tags
USFD
NVDA
PLTR
From
MarketWatch
S&P 500 futures dip after strong run as inflation data looms
November 13, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
TGT
SPX
ES00
From
MarketWatch
Stocks may struggle until Thanksgiving as bond yields bounce. And one sector in particular is a turkey.
November 10, 2023
Tickers
AAPL
AMC
AMZN
DEO
Tags
BX:TMUBMUSD10Y
DXY
SPY
From
MarketWatch
U.S. stock futures struggle as investors weigh up higher-for-longer rates
November 10, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
ES00
DJIA
From
MarketWatch
A flying taxi company and other stock bets that will work even in a tough market ahead, says this hedge-fund manager
November 09, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
ENV
MCW
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures struggle to extend eight-day winning streak ahead of Powell comments
November 09, 2023
Tickers
COMP
DJIA
NVAX
PLUG
Tags
DJIA
VIX
TPR
From
MarketWatch
Just turned 50? Here’s where Howard Marks suggests investing for the next 10 years.
November 08, 2023
Tickers
AAPL
AMC
AMZN
BIIB
Tags
RIVN
NIO
AAPL
From
MarketWatch
S&P 500 futures edge lower after seven-day winning streak, best in two years
November 08, 2023
Tickers
AMC
COMP
DIS
DJIA
Tags
DIS
RBLX
YM00
From
MarketWatch
A wall of debt rolling over: Here’s what’s scaring Bridgewater’s co-CIO
November 07, 2023
Tickers
AAPL
AKAM
AMC
AMZN
Tags
MULN
TRIP
PLTR
From
MarketWatch
S&P 500 futures dip after six-day winning streak
November 07, 2023
Tickers
COMP
DDOG
DHI
DJIA
Tags
ES00
SPX
RIVN
From
MarketWatch
Rally will fizzle out in a week or two, Morgan Stanley strategist Wilson says
November 06, 2023
Tickers
AAPL
AMC
AMZN
ARKK
Tags
MSFT
KRE
GME
From
MarketWatch
S&P 500 futures show stocks extending latest rally
November 06, 2023
Tickers
COMP
DIS
DJIA
NXPI
Tags
BX:TMUBMUSD10Y
VRTX
SPX
From
MarketWatch
Treasury dealer still forecasts another Fed rate hike, but not until January
November 06, 2023
Tags
BX:TMUBMUSD10Y
ES00
From
MarketWatch
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