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home
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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Quarterly Performance Reports
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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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Event Schedule
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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
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U.S. stock futures get a boost ahead of Jackson Hole meeting
August 25, 2022
Tickers
COMP
CRM
DJIA
NVDA
Tags
COMP
XX:SXXP
NQ00
From
MarketWatch
There’s a new supercycle emerging for the economy, and these are the stocks that would benefit, strategist says
August 24, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NQ00
CL/1
AMZN
From
MarketWatch
Stock futures stuck near two-week lows as Fed fears reverberate
August 24, 2022
Tickers
BBBY
COMP
CRM
DJIA
Tags
BX:TMBMKDE/10Y
COMP
CL/1
From
MarketWatch
Bill Ackman says fast-food chains are an inflationary shield. Here’s two he likes, and one he just sold.
August 23, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
UK:PSH
ZM
MDT
From
MarketWatch
U.S. stock futures show Wall Street struggling to regain footing after Fed fears prompt sharp pullback
August 23, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
ES00
DXY
From
MarketWatch
Once offering the worst return on Wall Street, cash is now looking like the best asset to own, says Morgan Stanley
August 22, 2022
Tickers
AAPL
AGG
AMC
AMZN
Tags
AGG
NVDA
PTON
From
MarketWatch
Dow futures slump around 300 points as traders question Fed pivot thesis
August 22, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
EURUSD
BTCUSD
From
MarketWatch
Oil prices track perceived riskier assets lower; ING cuts forecasts on sticky Russian crude output
August 19, 2022
Tags
UK:BRN00
ES00
UK:BRNV22
From
MarketWatch
Here’s what a leading bull and bear are saying comes next as markets stall
August 19, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
AMC
BBBY
GBPUSD
From
MarketWatch
U.S. stock futures pull back, with tech under pressure as bond yields climb
August 19, 2022
Tickers
COMP
DE
DJIA
KSS
Tags
COMP
DE
NQ00
From
MarketWatch
This contrarian investor gave a timely warning for the last big tech top. He now sees the biggest drop of this bear market dead ahead.
August 18, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
NQ00
CL/1
AMZN
From
MarketWatch
U.S. stock futures steady as inflation fallout fears resurface
August 18, 2022
Tickers
COMP
DJIA
SPX
Tags
BTCUSD
GC00
YM00
From
MarketWatch
Recession isn’t priced into stocks, says this $1.4 trillion fund manager that has just turned more cautious
August 17, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
BBIG
BBY
NQ00
From
MarketWatch
U.S. stock futures slip from 3-month highs as traders await Fed minutes and retail sales data
August 17, 2022
Tickers
COMP
DJIA
HD
LOW
Tags
DJIA
JP:NIK
LOW
From
MarketWatch
The housing market isn’t in a bubble, but here are the defensive moves to make, says one money manager
August 16, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
F
GM
AMC
From
MarketWatch
U.S. stock futures point to cautious open after rally to three-month high
August 16, 2022
Tickers
COMP
DJIA
HD
KSS
Tags
COMP
HD
XX:SXXP
From
MarketWatch
Ready to cash out some gains on this stock market run? An exit path is about to emerge, says this strategist
August 15, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
HD
WFC
ES00
From
MarketWatch
U.S. stock futures slip as gamboling bulls pause for breath
August 15, 2022
Tickers
VIX
Tags
DXY
ES00
BX:TMUBMUSD10Y
From
MarketWatch
It’s a Tom Jones rally but it may be overbought, say analysts
August 12, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
PTR
DXY
ES00
From
MarketWatch
U.S. stock futures rise as investors await consumer-sentiment report
August 12, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
CL/1
COMP
From
MarketWatch
Here are some stock moves to consider now that CPI has eased up, says Jefferies
August 11, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
GCZ22
CL/1
AMZN
From
MarketWatch
U.S. stock futures rally to three-month high amid peak inflation optimism
August 11, 2022
Tickers
AAPL
COMP
DIS
DJIA
Tags
BX:TMUBMUSD10Y
SPX
ES00
From
MarketWatch
Obsessing over CPI? You could be missing bargain stocks that can build long-term returns, say these fund managers
August 10, 2022
Tickers
AAPL
ALGN
AMC
BBBY
Tags
BBBY
AMC
TWTR
From
MarketWatch
U.S. stock futures edge higher as wary traders eye crucial inflation report
August 10, 2022
Tickers
COIN
COMP
DJIA
MU
Tags
BX:TMUBMUSD10Y
SPX
ES00
From
MarketWatch
Goldman slashes gold and silver forecasts as traders wait for CPI data
August 10, 2022
Tags
HGU22
PAU22
GCZ22
From
MarketWatch
The red flag that preceded a halving of global equities in 2000 and 2007 is back, warns Citi
August 09, 2022
Tickers
AAPL
AMC
AMZN
ARKK
Tags
COIN
ARKK
YM00
From
MarketWatch
U.S. stock futures struggling for momentum ahead of crucial inflation report
August 09, 2022
Tickers
COIN
COMP
DJIA
NVDA
Tags
BTCUSD
COIN
RBLX
From
MarketWatch
Veteran strategist Dennis Gartman says it’s still a bear market with no Fed pivot in sight.
August 08, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
AMC
BBBY
BRK/B
From
MarketWatch
U.S. stock futures rise as summer bounce resumes
August 08, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
JP:NIK
HK:HSI
From
MarketWatch
‘A clear sign that the U.S. economy is not in a recession’: Economists react to blowout July jobs report
August 05, 2022
Tickers
SPX
Tags
SPX
ES00
From
MarketWatch
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