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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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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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
MARKET RESEARCH
Featured Quarterly Newsletter
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This value fund manager is sticking with Netflix and Facebook’s parent — and has a new position in another megacap tech stock
April 12, 2022
Tickers
AAPL
ADP
AMC
AMZN
Tags
AMC
NIO
APA
From
MarketWatch
It’s inflation day. Wall Street futures pointing lower ahead of CPI release.
April 12, 2022
Tickers
COMP
SPX
Tags
NQ00
ES00
BX:TMUBMUSD10Y
From
MarketWatch
It’s not still time to invest in China, argues Bank of America. Here’s why.
April 11, 2022
Tickers
AMC
ATER
BABA
DWAC
Tags
ATER
BABA
ES00
From
MarketWatch
Nasdaq futures feel more heat as bond yields continue to surge
April 11, 2022
Tickers
COMP
DJIA
NIO
SPX
Tags
DJIA
ES00
BX:TMUBMUSD10Y
From
MarketWatch
Here’s one way to potentially get more from a 60/40 portfolio
April 08, 2022
Tickers
AAPL
AMC
ATER
GME
Tags
NIO
AMC
TSLA
From
MarketWatch
U.S. stock futures point to second day of gains on Wall Street
April 08, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
NQ00
COMP
From
MarketWatch
The stock market is behaving a lot like it did during the Iraq War. Here’s the future if the pattern continues.
April 07, 2022
Tickers
AAPL
AMC
ATAK
BABA
Tags
BX:TMUBMUSD10Y
SOFI
SHEL
From
MarketWatch
U.S. stock futures mixed after two days of Fed-inspired losses
April 07, 2022
Tickers
BRK-B
COMP
DJIA
HPQ
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Here’s the first Wall Street recession call of the new inflation era
April 06, 2022
Tickers
AAPL
AMC
BABA
GME
Tags
SAVE
TLRY
SPX
From
MarketWatch
U.S. stock futures point to second drop ahead of Fed minutes
April 06, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
NQ00
COMP
From
MarketWatch
U.S. stock futures pull back as investors watch yield curve and Ukraine war
April 05, 2022
Tickers
DJIA
SPX
Tags
NQ00
BX:TMUBMUSD02Y
SPX
From
MarketWatch
A big shift is under way for markets, and old Warren Buffett shareholder letters point to which companies will survive
April 05, 2022
Tickers
AAPL
AMC
AMZN
ATER
Tags
TWTR
NIO
AMC
From
MarketWatch
CEO of Robinhood rival shines fresh light on what retail investors are doing. Wall Street needs to pay attention.
April 04, 2022
Tickers
AAPL
AMC
BABA
GME
Tags
TWTR
SBUX
NIO
From
MarketWatch
U.S. stock futures edge higher as investors prepare for steep rise in interest rates
April 04, 2022
Tickers
AMZN
COMP
DJIA
SBUX
Tags
SBUX
DJIA
AMZN
From
MarketWatch
U.S. stock futures steady early Monday as traders weigh prospect of more sanctions on Russia
April 04, 2022
Tags
CL00
NQ00
ES00
From
MarketWatch
Investors are fed up with Netflix and Facebook’s parent. Why this portfolio manager is digging in and buying more.
April 01, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
HYMC
BABA
MULN
From
MarketWatch
U.S. stock futures rise ahead of payrolls data as new quarter kicks off
April 01, 2022
Tickers
COMP
DJIA
GME
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
There may be little upside left in this stock rally, says Goldman Sachs. Here’s where it advises investors to put their money now.
March 31, 2022
Tickers
AAPL
AMC
BRK-A
BRK-B
Tags
ES00
FB
TLRY
From
MarketWatch
U.S. stock futures edge higher on last day of a difficult quarter
March 31, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
CL/1
From
MarketWatch
Stocks are rallying. The bond market is flashing a recession warning. How one expert explains the conundrum.
March 30, 2022
Tickers
AAPL
AMC
BABA
BLK
Tags
ES00
MULN
BABA
From
MarketWatch
U.S. stock futures ease as investors monitor Ukraine war, await key private-sector payroll data
March 30, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
NQ00
BX:TMUBMUSD02Y
From
MarketWatch
Billionaires like Jeff Bezos are big on owning farmland. Here are some ways average investors can play this hot commodity.
March 29, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
TLRY
DXY
NQ00
From
MarketWatch
Dow futures rise as Russia and Ukraine hold talks
March 29, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
ES00
NQ00
From
MarketWatch
Diamond hands and Corporate America to drive $900 billion of stock purchases, say Goldman’s strategists
March 28, 2022
Tickers
AAPL
AMC
AMD
AVGO
Tags
HYMC
MULN
YM00
From
MarketWatch
U.S. stock futures held back as 10-year surpasses 2.50%
March 28, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Perfect contrarian indicator? Jim Cramer declares the bear market is over
March 28, 2022
Tickers
COMP
SPX
Tags
ES00
NQ00
RUT
From
MarketWatch
This fund bailed on techs at the end of the year. Here’s the sector it’s fading now.
March 25, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
TSLA
OKTA
COMP
From
MarketWatch
U.S. stock futures struggle for traction ahead of sentiment data
March 25, 2022
Tickers
AAPL
BABA
COMP
DJIA
Tags
CL00
NQ00
CL/1
From
MarketWatch
It’s the beginning of the end of globalization, say BlackRock’s Larry Fink and Oaktree’s Howard Marks
March 24, 2022
Tickers
AAL
AAPL
AMC
AMZN
Tags
NQ00
DAL
GME
From
MarketWatch
U.S. stock futures bounce higher as NATO leaders gather in Brussels
March 24, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
CL/1
From
MarketWatch
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