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home
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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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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Why Deutsche Bank is sticking with U.S. recession and volatile stock-market calls
February 09, 2023
Tickers
SPX
Tags
SPX
BX:TMUBMUSD10Y
EURUSD
From
MarketWatch
Why the 2023 stock market rally may depend on further U.S. dollar weakness
February 05, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
EURUSD
SPX
From
MarketWatch
ECB delivers half-point rate hike and plans another in March
February 02, 2023
Tags
BX:TMBMKDE/10Y
EURUSD
XX:SXXP
From
MarketWatch
Bank of England and European Central Bank both forecast to raise interest rates by half-point, narrowing differential with the U.S.
January 27, 2023
Tags
GBPUSD
EURUSD
From
MarketWatch
The Bank of Canada hit the pause button on interest rate hikes. Will the Fed follow suit?
January 25, 2023
Tickers
DJIA
SPX
Tags
EURUSD
DJIA
DXY
From
MarketWatch
Technical strategist DeMark called the euro bottom. Here’s what he says now about the euro, bitcoin and the Nasdaq 100
January 24, 2023
Tickers
BITCOMP
QQQ
USD-BITSTAMP
Tags
EURUSD
QQQ
bitcoin
From
MarketWatch
Playtika sweetens offer to acquire Angry Birds publisher Rovio, now offers 60% premium
January 19, 2023
Tickers
APP
ATVI
COMP
PLTK
Tags
TTWO
JP:6758
FI:ROVIO
From
MarketWatch
Lagarde tells traders they are wrong to bet on slower pace of ECB interest rate rises
January 19, 2023
Tags
EURUSD
BX:TMBMKDE/10Y
XX:SXXP
From
MarketWatch
Bet on a falling U.S. dollar because the Fed is likely to pivot, says TS Lombard
January 18, 2023
Tags
GBPUSD
USDJPY
DXY
From
MarketWatch
A calmer bond market is helping drive stocks higher around the world
January 17, 2023
Tickers
DAX
SPX
Tags
EURUSD
XX:SX7P
SPX
From
MarketWatch
Morgan Stanley cuts U.S. dollar forecasts lower
January 16, 2023
Tags
EURUSD
CADUSD
DXY
From
MarketWatch
Goldman Sachs economists no longer expect a recession in Europe
January 10, 2023
Tickers
SPX
VGK
Tags
VGK
EURUSD
SPX
From
MarketWatch
The U.S. dollar surrendered its status as the world’s premier safe haven in Q4. Here’s how.
December 30, 2022
Tags
EURUSD
DXY
USDJPY
From
MarketWatch
Dow futures drop over 300 points on investor angst over expected aggressive central bank action into 2023
December 16, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMBMKDE/10Y
YM00
BX:TMBMKIT/10Y
From
MarketWatch
ECB slows rate hikes, but signals it’s far from done
December 15, 2022
Tags
BX:TMBMKDE/02Y
EURUSD
BX:TMBMKIT/10Y
From
MarketWatch
Tesla and four other laggards should be avoided next year, this technical analyst says
December 15, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
BX:TMUBMUSD10Y
AMC
NIO
From
MarketWatch
After the Fed, the ECB and the Bank of England are set to lift interest rates. Here’s what to expect.
December 14, 2022
Tags
GBPUSD
EURUSD
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
NQ00
GBPUSD
COMP
From
MarketWatch
Here’s another reason softer inflation may be a game-changer for stocks: the dollar may finally have peaked
November 18, 2022
Tags
EURUSD
DXY
USDJPY
From
MarketWatch
Stealing the crown: Paris nabs London’s title as top European bourse
November 17, 2022
Tags
UK:MCX
GBPUSD
UK:SHEL
From
MarketWatch
U.S. Treasury says currency-market intervention should be reserved for ‘very exceptional circumstances’ in response to Japan’s September move
November 10, 2022
Tags
SGDUSD
CNYUSD
EURUSD
From
MarketWatch
Traders are loading up on bets against the stock market — and this time, it’s not a contrarian signal, says Citi
November 04, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
AMC
HSII
BX:TMUBMUSD02Y
From
MarketWatch
U.S. futures struggle for traction after latest Fed-inspired shellacking
November 03, 2022
Tickers
DJIA
MRNA
PTON
PYPL
Tags
YM00
WBD
ES00
From
MarketWatch
Stocks usually do well after the midterms. Not this time, forecasts BlackRock
October 28, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
GME
AMZN
TSLA
From
MarketWatch
Market expectations start to shift in direction of slower pace of rate hikes by Fed
October 27, 2022
Tickers
DJIA
SPX
Tags
SPX
BX:TMUBMUSD06M
DJIA
From
MarketWatch
Euro slips as traders see ECB opening the door to slower rate hikes
October 27, 2022
Tags
EURUSD
From
MarketWatch
U.S. stock futures inch up after Meta shocker and as traders nervously eye Apple and Amazon results
October 27, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
GOOG
YM00
SPX
From
MarketWatch
The ECB meets Thursday — here’s what to watch ahead of another jumbo interest rate increase
October 26, 2022
Tags
XX:SX7E
BX:TMBMKDE/02Y
EURUSD
From
MarketWatch
U.S. dollar rally takes a breather as currency slumps versus major rivals
October 26, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
COMP
GBPUSD
From
MarketWatch
Here’s what needs to happen for the stock market to bottom, according to Goldman Sachs strategists
October 26, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
YM00
DXY
GME
From
MarketWatch
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