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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
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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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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
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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
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U.S. stock futures steady as traders await inflation data
April 12, 2023
Tickers
C
COMP
DJIA
JPM
Tags
WFC
YM00
NQ00
From
MarketWatch
Left for dead, the once-popular 60/40 investment strategy is about to make a comeback
April 11, 2023
Tickers
AAPL
AMC
BABA
BBBY
Tags
BX:TMUBMUSD02Y
AU:NCM
AMC
From
MarketWatch
U.S. stock futures steady as traders eye looming inflation data and earnings
April 11, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
ES00
NQ00
From
MarketWatch
Investors looking for further proof of a ‘credit crunch’ just got it, says this strategist.
April 10, 2023
Tickers
BLK
C
CMCSA
GM
Tags
PNC
JP:NIK
ES00
From
MarketWatch
U.S. stock futures point to mostly steady start ahead of big week on data, earnings season kick off
April 10, 2023
Tickers
C
COMP
DJIA
JPM
Tags
C
BX:TMUBMUSD10Y
COMP
From
MarketWatch
Recession threat may mean stock-market investors no longer see bad news on economy as good news
April 09, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
What’s next for the stock market after jobs report lands on Good Friday holiday
April 07, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
NQ00
From
MarketWatch
When do U.S. markets reopen after Easter?
April 07, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
NQM23
COMP
From
MarketWatch
Jobs report ‘likely tips the scales toward another rate hike in May’ — economists react to March release
April 07, 2023
Tags
YM00
ES00
From
MarketWatch
U.S. stock futures in holding pattern ahead of March jobs report on Good Friday
April 07, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
NQ00
COMP
From
MarketWatch
U.S. stock futures steady as major jobs report looms
April 06, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
ES00
NQ00
From
MarketWatch
The commodity supercycle is still young, these strategists say. Here’s why.
April 05, 2023
Tickers
AAPL
AI
AMC
APE
Tags
BBBY
MSFT
APE
From
MarketWatch
U.S. stock futures struggle to resume rally as jobs data looms
April 05, 2023
Tickers
COMP
DJIA
JPM
SPX
Tags
NQ00
BX:TMUBMUSD02Y
SPX
From
MarketWatch
Should you buy stocks? Watch these crucial levels on the S&P 500 and Nasdaq for answers, says strategist.
April 04, 2023
Tickers
AAPL
AMC
APE
BABA
Tags
AMC
GBPUSD
NIO
From
MarketWatch
U.S. stock futures hold near seven-week highs as bond yields and oil prices stabilize
April 04, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
ES00
DJIA
From
MarketWatch
U.S. stock futures mostly lower after surprise OPEC move on oil
April 03, 2023
Tickers
COMP
CVX
DJIA
GS
Tags
COMP
BX:TMUBMUSD02Y
UK:BP
From
MarketWatch
2023 has been bad for the bears. Here are 5 reasons why it’s going to get even worse.
March 31, 2023
Tickers
AAPL
AMC
BABA
BBBY
Tags
COMP
AAPL
GC00
From
MarketWatch
U.S. stock futures pause ahead of release of Fed’s preferred inflation measure
March 31, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
NQ00
ES00
From
MarketWatch
These stocks have the edge over Wall Street, but investors are ignoring them, says Schwab strategist
March 30, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD10Y
TRKA
GC00
From
MarketWatch
U.S. stock futures extend rally to three-week highs on inflation hopes
March 30, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
BX:TMBMKDE/10Y
BX:TMUBMUSD10Y
From
MarketWatch
Banks were worth owning before the SVB collapse and are even better investments now, say these strategists.
March 29, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
ES00
MSFT
BBBY
From
MarketWatch
U.S. stock futures rise as sliding VIX signals calmer mood
March 29, 2023
Tickers
BABA
COMP
DJIA
SPX
Tags
SPX
COMP
VIX
From
MarketWatch
This fund manager is excited by turmoil and is snapping up energy companies, shopping malls and home builders.
March 28, 2023
Tickers
AAPL
AMC
APE
BABA
Tags
NIO
AMC
IT:UCG
From
MarketWatch
U.S. stock futures stable while tech companies lag after flight to safety
March 28, 2023
Tickers
AAPL
COMP
DJIA
MSFT
Tags
MSFT
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
There’s another looming cliff — the end of the student-loan repayment mortarium
March 27, 2023
Tickers
AAPL
AMC
APE
BBBY
Tags
AMC
TRKA
MCD
From
MarketWatch
U.S. stocks futures nudge higher as bank sector stress wanes
March 27, 2023
Tickers
COMP
DJIA
FCNCA
SPX
Tags
COMP
SPX
FCNCA
From
MarketWatch
‘Red alert recession signals.’ Gundlach expects the Fed to cut rates substantially ‘soon.’
March 24, 2023
Tickers
CS
DB
Tags
YM00
ES00
DB
From
MarketWatch
Bank of America identifies the next bubble and says investors should sell stocks rather than buy them after the last rate hike
March 24, 2023
Tickers
SPX
Tags
BX:TMUBMUSD10Y
ES00
SPX
From
MarketWatch
Jay Powell is not your friend. Here’s how to trade that.
March 24, 2023
Tickers
AAPL
AMC
BBBY
FRC
Tags
BBBY
FRC
CH:CSGN
From
MarketWatch
U.S. stock futures lower as European bank shares slide
March 24, 2023
Tickers
COMP
DJIA
SPX
Tags
XE:DBK
YM00
NQ00
From
MarketWatch
< Previous
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