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home
about us
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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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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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European stocks trade higher in final week of 2021
December 27, 2021
Tickers
ASML
SAP
SPX
Tags
SAP
XE:SAP
XE:LHA
From
MarketWatch
European markets finish Christmas week on a high note, as investors try to look past omicron worries
December 24, 2021
Tickers
SPX
Tags
PT:PSI20
SPX
UK:BRN00
From
MarketWatch
European stocks struggle for traction as Christmas nears in so-far volatile week
December 22, 2021
Tickers
NSRGY
Tags
FR:CAP
XE:ADS
FR:PX1
From
MarketWatch
Europe stocks slide as COVID worries swamp investors
December 20, 2021
Tickers
AZN
BP
RDS-A
SAP
Tags
SAP
UK:BP
UK:AZN
From
MarketWatch
What’s next for the U.S. dollar in 2022? Keep an eye on the ECB
December 17, 2021
Tags
EURUSD
USDJPY
From
MarketWatch
ECB to end emergency pandemic asset buys in March, while Bank of England delivers ‘Super Thursday’ surprise
December 16, 2021
Tags
EURUSD
BX:TMBMKDE/10Y
BX:TMBMKIT/10Y
From
MarketWatch
A single bitcoin briefly made some investors ‘quadrillionaires’ on paper today. Here’s how the crypto community reacted to the erroneous quotes.
December 14, 2021
Tickers
BITCOMP
COIN
USD-BITSTAMP
USD-COINBASE
Tags
EURUSD
ETHUSD
COIN
From
MarketWatch
European stocks set for fourth-straight losing session as investors look ahead to central banks
December 14, 2021
Tickers
ASML
COMP
SAP
SPX
Tags
SAP
XE:IFX
EURUSD
From
MarketWatch
Germany is getting a new chancellor. Here’s how the DAX has performed under outgoing Angela Merkel
December 08, 2021
Tickers
BNTX
NSRGY
NVO
PFE
Tags
NSRGY
NVO
DK:NOVO/B
From
MarketWatch
European stocks retake some ground lost in last week’s rout, with banks, oil companies in the lead
November 29, 2021
Tickers
BP
RDS-A
RYAAY
SPX
Tags
UK:WIZZ
CL00
FR:PX1
From
MarketWatch
Remy Cointreau leads European stocks higher as Wall Street takes a holiday
November 25, 2021
Tickers
RYAAY
Tags
FR:PX1
UK:UKX
DX:DAX
From
MarketWatch
Germany’s most important economic indicator weakens to nine-month low in November, pressuring euro
November 24, 2021
Tags
FR:VIV
FR:PX1
IT:TIT
From
MarketWatch
Europe stocks under pressure as Goldman Sachs warns of a tough COVID winter ahead
November 23, 2021
Tickers
ASML
SAP
Tags
FR:PX1
UK:UKX
DX:DAX
From
MarketWatch
COVID-19 situation is ‘highly dramatic,’ and worse than anything Germany has experienced so far, says Angela Merkel: reports
November 22, 2021
Tickers
SPX
Tags
EURUSD
DX:DAX
DJIA
From
MarketWatch
Telecom Italia surges on deal news, as European stocks inch up after weekend of protests over COVID restrictions
November 22, 2021
Tickers
ERIC
KKR
TEF
VG
Tags
TEF
FR:PX1
VG
From
MarketWatch
Stocks in Europe and euro under pressure as investors fear more lockdowns to follow Austria’s
November 19, 2021
Tickers
DB
RDS-A
Tags
UK:BRN00
DB
IT:I945
From
MarketWatch
How Wall Street is securitizing the climate-change movement
November 19, 2021
Tickers
AMAT
BLK
WDAY
WSM
Tags
ES00
BLK
AMAT
From
MarketWatch
The U.S. dollar faces ‘win-win’ scenario as it trades near 16-month high, analyst says
November 15, 2021
Tags
GBPUSD
USDJPY
DXY
From
MarketWatch
Handbag wars? Chanel price hikes rally luxury goods makers in Europe
November 05, 2021
Tickers
AZN
CS
CUK
HSBC
Tags
UK:TUI
UK:AZN
FR:CDI
From
MarketWatch
Germany’s Merkel leaves much unfinished business for Olaf Scholz
November 03, 2021
Tickers
TSLA
Tags
TSLA
EURUSD
From
MarketWatch
The ECB’s big meeting is in December — here’s what analysts expect at this week’s gathering
October 25, 2021
Tags
BX:TMBMKDE/10Y
EURUSD
From
MarketWatch
China’s financial system near ‘peak stress,’ but spillovers yet to come: analysts
October 15, 2021
Tickers
SPX
Tags
SPX
CN:SHCOMP
EURUSD
From
MarketWatch
SAP boosts Europe tech stocks, while world’s third-richest man adds to his billions as LVMH shares gain
October 13, 2021
Tickers
GRUB
JPM
SAP
Tags
GRUB
FR:RMS
IT:MONC
From
MarketWatch
Bank of America turns bearish on European stocks, sees ‘anti-goldilocks’ shift ahead
October 01, 2021
Tickers
AZN
Tags
UK:NG
GBPUSD
FR:EDF
From
MarketWatch
European stocks set for weakest monthly return in a year, as dollar steamrolls over the euro
September 30, 2021
Tickers
BHP
DEO
RIO
Tags
UK:RIO
EURUSD
DK:VWS
From
MarketWatch
German stocks climb and bunds edge up after election
September 27, 2021
Tags
UK:UKX
DX:DAX
FR:PX1
From
MarketWatch
China’s crackdown on crypto notable for PBOC call out of Bitcoin, Ethereum and Tether
September 24, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
BTCUSD
DXY
ETHUSD
From
MarketWatch
Republican senators are blocking desperately needed pandemic relief for the world’s poor
September 17, 2021
Tags
EURUSD
From
MarketWatch
Europe stocks struggle, as inflation hits a decade high and miners hit by downgrades at UBS
September 17, 2021
Tickers
BHP
RIO
VALE
Tags
EURUSD
UK:IAG
UK:RIO
From
MarketWatch
European Central Bank to slow pace of emergency asset purchases
September 09, 2021
Tags
XX:SXXP
EURUSD
BX:TMBMKDE/10Y
From
MarketWatch
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