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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
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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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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
RSVP-Signup Form
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U.S. stock futures point to more caution after Russian turmoil amid economic worries
June 26, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
BX:TMUBMUSD10Y
ES00
DJIA
From
MarketWatch
What’s next for markets after aborted Wagner mutiny leaves Russia’s Putin weakened
June 25, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
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From
MarketWatch
The U.K. stock market has turned into a wasteland as pension funds recoil. Why U.S. funds may pull back too
June 23, 2023
Tickers
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AMC
AMZN
GME
Tags
NQ00
GME
CL/1
From
MarketWatch
U.S. stock futures under pressure on fears aggressive global central banks could drive recession
June 23, 2023
Tickers
COMP
DJIA
GSK
SPX
Tags
BX:TMUBMUSD10Y
ES00
GSK
From
MarketWatch
U.S. stocks look set to extend 3-day losing streak as Powell returns to Capitol Hill
June 22, 2023
Tickers
AAPL
BUD
COMP
DJIA
Tags
LOGI
AAPL
COMP
From
MarketWatch
This Bud’s for investors. Buy the stock even if Bud Light sales never recover, says analyst.
June 22, 2023
Tickers
AAPL
AMC
APE
BUD
Tags
YM00
NVDA
SPX
From
MarketWatch
U.S. stock futures hold steady as investors focus on Powell testimony
June 21, 2023
Tickers
COMP
DJIA
FDX
SPX
Tags
YM00
SPX
COMP
From
MarketWatch
Student-loan payments are coming back — and these are the stocks most at risk
June 20, 2023
Tickers
AAPL
AEO
AMC
BABA
Tags
TJX
PAU23
LULU
From
MarketWatch
Wall Street’s leading bear is doubting himself, a little. Here’s what is worrying Morgan Stanley’s Mike Wilson now
June 20, 2023
Tickers
SPX
Tags
SPX
ES00
From
MarketWatch
U.S. stock futures slip after three-day break
June 20, 2023
Tickers
BABA
COMP
DJIA
SPX
Tags
ES00
DJIA
BABA
From
MarketWatch
As BlackRock files for daily bitcoin product, here’s how another SEC debate may shape ethereum
June 16, 2023
Tickers
AAPL
ADBE
BITCOMP
CBT
Tags
BX:TMUBMUSD10Y
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From
MarketWatch
U.S. stock futures nose higher after sixth straight gain for S&P 500
June 16, 2023
Tickers
COMP
DJIA
SPX
Tags
USDJPY
YM00
COMP
From
MarketWatch
The Fed has not halted this stock market rally. But here’s what could.
June 15, 2023
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AAPL
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AMC
C
Tags
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From
MarketWatch
Powell says the Fed isn’t ‘going to an every other meeting kind of approach.’ That means it is, Fed watcher says
June 15, 2023
Tags
ES00
BX:TMUBMUSD02Y
From
MarketWatch
U.S. stock futures stall as traders absorb Fed’s ‘hawkish pause’
June 15, 2023
Tickers
COMP
DJIA
SPX
Tags
HG00
ES00
DJIA
From
MarketWatch
Recession? Who cares! Deutsche Bank shares Goldman’s bullish stocks view as banks split on downturn.
June 14, 2023
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AAPL
AMC
AMD
BABA
Tags
DJIA
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SPX
From
MarketWatch
S&P 500 futures at fresh highs ahead of Fed decision
June 14, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
ES00
YM00
From
MarketWatch
Tesla stock set to extend record win streak to 13 days, notch biggest gain since September
June 13, 2023
Tickers
F
GM
LCID
LI
Tags
SPX
NKLA
ES00
From
MarketWatch
Apple’s stock is no longer worth buying after reaching a record, UBS says
June 13, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
MSFT
ES00
ORCL
From
MarketWatch
S&P 500 futures at fresh 52-week high ahead of inflation data
June 13, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
DJIA
ES00
JP:NIK
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MarketWatch
Tesla stock rises toward record 12-day win streak
June 12, 2023
Tickers
DRIV
F
FSR
GM
Tags
NDX
TSLA
RIVN
From
MarketWatch
Goldman pushes back against bearish Morgan Stanley’s Mike Wilson with new 4,500 S&P 500 target
June 12, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
BX:TMUBMUSD10Y
CCF
ESALF
From
MarketWatch
U.S. stock futures flirt with fresh highs ahead of inflation data, Fed decision
June 12, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
ES00
SPX
From
MarketWatch
Stocks would fall right back into a bear market if they adopted economic view of bond market, JPMorgan says
June 09, 2023
Tickers
AAPL
AMC
BUD
CVNA
Tags
AMC
NIO
BX:TMUBMUSD10Y
From
MarketWatch
Stock futures dip after S&P 500 moves into bull market
June 09, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
YM00
NQ00
VIX
From
MarketWatch
Why investors may want to follow the Saudis into this ‘perfect business.’
June 08, 2023
Tickers
AAPL
AMC
AMZN
BGFV
Tags
ES00
JP:NIK
DXY
From
MarketWatch
Nasdaq futures slip as rate rise fears cast pall over stocks
June 08, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
NQ00
COMP
From
MarketWatch
AI can further boost the S&P 500, says Goldman Sachs. Here’s how much.
June 07, 2023
Tickers
AAPL
AI
AMC
BABA
Tags
BABA
USDTRY
ES00
From
MarketWatch
U.S. stock futures grind lower after more weak China data
June 07, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
USDTRY
DJIA
ES00
From
MarketWatch
Here’s the red flag that says a tech stock selloff could arrive soon, according to Citi
June 06, 2023
Tickers
AAPL
AMC
AMZN
BUD
Tags
BX:TMUBMUSD10Y
U
MBLY
From
MarketWatch
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