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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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MVS Program
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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
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
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RSVP-Signup Form
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Dow futures drop over 300 points on investor angst over expected aggressive central bank action into 2023
December 16, 2022
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COMP
DJIA
SPX
Tags
EURUSD
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December 15, 2022
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Bond market continues restrained response to Fed’s hawkishness
December 15, 2022
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U.S. stock futures point to rough start as Powell hawkishness reverberates
December 15, 2022
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DJIA
SPX
TSLA
Tags
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This Treasury dealer just slashed its Fed terminal rate forecast on the eve of the FOMC decision
December 14, 2022
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AMZN
BBBY
DJIA
Tags
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U.S. stock futures steady ahead of Fed interest-rate decision and Powell chatter
December 14, 2022
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DJIA
SPX
Tags
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YM00
From
MarketWatch
Oil has crashed more than 40% from its peak. Here’s how, and why, one trader is getting back in.
December 13, 2022
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AMC
AMZN
APE
Tags
ORCL
DXY
SPX
From
MarketWatch
U.S. stock futures inch higher ahead of crucial inflation report
December 13, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
YM00
From
MarketWatch
Retail capitulation may be a new year’s gift for the stock market, says this analyst
December 12, 2022
Tickers
AAPL
AMC
AMGN
AMZN
Tags
MMAT
COSM
COUP
From
MarketWatch
U.S. stock futures point to steady start to a week rich with inflation and central bank catalysts
December 12, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
NQ00
From
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Here’s what resolves the big mystery on why older Americans have left the workforce
December 09, 2022
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AMC
AMZN
AVGO
Tags
AAPL
AMZN
LULU
From
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U.S. stock futures firm as traders await fresh inflation update
December 09, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
YM00
From
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BlackRock says the market is misjudging these key risks. Here’s its advice on stocks and bonds.
December 08, 2022
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AMZN
APE
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From
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U.S. stock futures nudge higher after five consecutive declines for the S&P 500
December 08, 2022
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COMP
DJIA
JPM
MTB
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MTB
YM00
SPX
From
MarketWatch
BNP Paribas studied 100 years of market crashes — here’s what it says is coming next
December 07, 2022
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AMC
AMZN
BABA
Tags
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COSM
XPEV
From
MarketWatch
U.S. stock futures point to fifth day of losses as economic growth worries linger
December 07, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
NQ00
From
MarketWatch
Gold at $3,000? After a war-torn and inflation-racked year, here are some outrageous predictions worth pondering.
December 06, 2022
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AAPL
AMC
AMZN
APE
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HLF
GME
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From
MarketWatch
U.S. stock futures inch higher after rough start to the week
December 06, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
NQ00
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From
MarketWatch
This long-time bear warns of a ‘trapdoor’ situation looming for the stock market.
December 05, 2022
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AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD10Y
NQ00
ES00
From
MarketWatch
Stock futures dip as bond yields rise on China COVID hopes
December 05, 2022
Tickers
COMP
DJIA
SPX
Tags
HK:HSI
SPX
BX:TMUBMUSD10Y
From
MarketWatch
The Fed pivot will be good for gold in 2023, says Bank of America
December 02, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CH:CSGN
SPX
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures steady ahead of key jobs report
December 02, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
NQ00
SPX
From
MarketWatch
Nio EV deliveries rise 30% to a record in November, XPeng’s tumbles 60%
December 01, 2022
Tickers
LI
NIO
SPX
XPEV
Tags
NIO
ES00
XPEV
From
MarketWatch
This trader sees a 43% drop for the S&P 500 and says to take shelter in these ETFs instead.
December 01, 2022
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AAPL
AMC
AMZN
APE
Tags
RGR
USFR
SCO
From
MarketWatch
U.S. stock futures pause after Powell-inspired bounce
December 01, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
YM00
GC00
From
MarketWatch
Banks are short more than $1 trillion in capital, this analyst says, who fears the shortfall will only get worse
November 30, 2022
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AMC
AMGN
APE
BABA
Tags
AMC
OTIC
CL/1
From
MarketWatch
Stock futures a tad firmer as investors eye Powell speech
November 30, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
NQ00
SPX
From
MarketWatch
Stock investors should ‘focus on the marathon, not the sprint’. Think S&P 500 at 6,000 by 2032, says BofA
November 29, 2022
Tickers
AAPL
ADBE
AMC
AMZN
Tags
ADBE
BABA
COSM
From
MarketWatch
U.S stock futures rebound as China growth fears abate
November 29, 2022
Tickers
COMP
DJIA
SPX
Tags
CL/1
ES00
HG00
From
MarketWatch
China protests are biggest threat to Communist Party rule since Tiananmen Square, Kyle Bass says
November 28, 2022
Tickers
DJIA
SPX
Tags
DJIA
ES00
HK:HSI
From
MarketWatch
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