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home
about us
Investment Approach
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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IWD, DE, CME, CB: ETF Outflow Alert
August 08, 2025
Tickers
CB
CME
DE
IWD
Tags
ETFs
From
ETF Channel
TSLZ, CONI: Big ETF Outflows
August 08, 2025
Tickers
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TSLZ
Tags
ETFs
From
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August 08, 2025
Tickers
BLK
PGR
TMO
VONV
Tags
ETFs
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Notable ETF Inflow Detected - MGK, TJX, AMT, WELL
August 08, 2025
Tickers
AMT
MGK
TJX
WELL
Tags
ETFs
From
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USO Crosses Below Key Moving Average Level
August 08, 2025
Tickers
USO
Tags
ETFs
From
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IYT, UNP, UAL, NSC: ETF Outflow Alert
August 08, 2025
Tickers
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NSC
UAL
UNP
Tags
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August 08, 2025
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SPLG
T
XOM
Tags
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August 08, 2025
Tickers
BX
C
ICE
XLF
Tags
ETFs
From
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Trump Puts Tariffs On Gold Bars—Now The Fed Could Trigger A Shock
August 08, 2025
Tickers
ECON
GLD
Tags
Econ #s
Regulations
Analyst Color
From
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Utilities Take Lead As Top US Equity Sector Performer This Year
August 08, 2025
Tickers
SPY
XLI
XLU
Tags
ETFs
XLI
Market News
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TalkMarkets
Leading And Lagging Sectors For August 8, 2025
August 08, 2025
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XLB
XLC
XLE
XLF
Tags
XLV
XLE
XLF
From
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How The Parts Add Up: CSM Headed For $80
August 08, 2025
Tickers
CSM
FOX
STE
SWK
Tags
ETFs
From
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Analysts Anticipate USRD Will Reach $36
August 08, 2025
Tickers
ABNB
KEYS
USRD
ZM
Tags
ETFs
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Add Up The Pieces: QWLD Could Be Worth $148
August 08, 2025
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CF
FWONK
QWLD
Tags
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DGRW's Underlying Holdings Imply 12% Gain Potential
August 08, 2025
Tickers
DD
DGRW
DPZ
SFBS
Tags
ETFs
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Analysts Predict 10% Gains Ahead For The Holdings of IVW
August 08, 2025
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CRWD
IVW
PHM
RL
Tags
ETFs
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Implied HAPS Analyst Target Price: $35
August 08, 2025
Tickers
ALKT
CMPR
HAPS
SSYS
Tags
ETFs
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Analysts Anticipate 13% Gains Ahead For The Holdings of VFMF
August 08, 2025
Tickers
AX
CNOB
SBSI
VFMF
Tags
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Component Price Targets Imply 25% Gains Ahead For Russell 2000
August 08, 2025
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BLDE
IWM
PHAT
SMLR
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ETFs
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Sum Up The Pieces: ITOT Could Be Worth $154
August 08, 2025
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ITOT
OCUL
RPAY
Tags
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VDC's Holdings Could Mean 10% Gain Potential
August 08, 2025
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GRDN
MED
USFD
VDC
Tags
ETFs
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Add Up The Pieces: BBSC Could Be Worth $83
August 08, 2025
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BUR
DRVN
STRZ
Tags
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August 08, 2025
Tickers
AMBA
ITRI
KC
XAIX
Tags
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We Did The Math IVOV Can Go To $111
August 08, 2025
Tickers
INGR
IVOV
MAN
RRX
Tags
ETFs
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Analysts Predict 17% Upside For The Holdings of FAB
August 08, 2025
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CTOS
CUBI
FAB
FSUN
Tags
ETFs
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AVSU's Holdings Imply 12% Gain Potential
August 08, 2025
Tickers
AVSU
CCSI
RPD
TSE
Tags
ETFs
From
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Analysts See 21% Gains Ahead For The Holdings of RUSC
August 08, 2025
Tickers
NPKI
ODD
RGCO
RUSC
Tags
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Analysts Expect 23% Upside For The Holdings of GSSC
August 08, 2025
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ATOM
ETON
GSSC
STIM
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