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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
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
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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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
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A Crypto That Represents Physical Gold: This Exchange Set To Launch Tether Gold, Euro Tether
December 05, 2022
Tickers
EURO
Tags
News
Cryptocurrency
Market News
From
Benzinga
Euro zone inflation rate eases slightly to 10% as surge in energy prices slows
November 30, 2022
Tickers
EURO
Tags
Inflation
Politics
Central Banking CNBC Explains
From
CNBC.com News
Europe's biggest buyer of bonds is starting to think about selling
November 30, 2022
Tickers
EURO
Tags
Bonds
Europe Politics
Prices
From
CNBC.com News
Why Apple raised the price of the iPhone, but not in the U.S. and China
November 05, 2022
Tickers
EURO
Tags
World Economy
Coca/Cola Co
US Economy
From
CNBC.com News
Debt rules in Europe are changing. And that could have big repercussions in the bond markets
November 04, 2022
Tickers
EURO
Tags
Euro
National debt
Europe News
From
CNBC.com News
Euro zone inflation hits record high of 10.7% as growth slows sharply
October 31, 2022
Tickers
EURO
Tags
Economic growth
Central banking
Europe Markets
From
CNBC.com News
Fears of a severe recession deepen as European business activity slows on surging energy costs
October 24, 2022
Tickers
EURO
Tags
Economy
Europe Markets
Europe News
From
CNBC.com News
EUR Under Pressure Again
October 10, 2022
Tickers
EURO
Tags
euro
Markets
Forex
From
Benzinga
U.S. travelers are getting bigger discounts in much of Europe amid favorable euro-dollar exchange rate
September 06, 2022
Tickers
EURO
Tags
Japanese Yen
Personal finance
Economic events
From
CNBC.com News
CME Group Pushes Deeper Into Crypto As Ethereum, Bitcoin Futures Now Available As A Euro-Denominated Option
August 29, 2022
Tickers
BITCOMP
EURO
USD-BITSTAMP
Tags
bitcoin
Benzinga
Futures
From
Benzinga
Euro trades at two-decade low against the dollar. And some think it could slide much further
August 23, 2022
Tickers
EURO
Tags
Europe Markets
U/S/ dollar
Europe Economy
From
CNBC.com News
Euro ETF Has Taken a Beating, Traders Are Betting on More Pain
August 19, 2022
Tickers
EUO
EURO
FXE
Tags
Invesco
featured
Euro
From
ETF Trends
Dollar Gains Ahead Of Inflation Data: Analyst Says Euro Parity Could Be Tested Again
August 10, 2022
Tickers
EURO
Tags
euro
Markets
Federal Reserve
From
Benzinga
Draghi's political downfall: How power imploded in Italy and what happens next
August 02, 2022
Tickers
EURO
Tags
Europe Politics
Europe Markets
Foreign policy
From
CNBC.com News
Why Currency Traders Borrowing In Euro Are Making More Money Than With Dollar
August 01, 2022
Tickers
ASIA
EURO
Tags
News
Market News
dollar
From
Benzinga
Euro zone economy grows 0.7% in the second quarter despite gas crisis and inflation surge
July 29, 2022
Tickers
EURO
Tags
Politics
Europe Politics
Breaking News: Europe
From
CNBC.com News
Euro Recovers Partially Against Dollar After 1% Fall: Russia Gas Cut, US Rate Hike Worries Linger
July 26, 2022
Tickers
ASIA
EURO
Tags
Eurasia
Forex
Benzinga
From
Benzinga
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Venture Insider
Basic Energy Services (BAS)
Skousen Turnaround Trader
From
Stock Gumshoe
These are the cheapest — and most expensive — cities in Europe to visit this year
July 25, 2022
Tickers
EURO
LIFE
Tags
Vacation costs
Travel
Holidays
From
CNBC.com News
Travelers should act now to capitalize on a strong dollar for trips abroad, says travel editor: 'Don't be too greedy'
July 24, 2022
Tickers
EURO
Tags
US Economy
Economy
Euro
From
CNBC.com News
European Central Bank raises rates by 50 basis points, its first hike in 11 years
July 21, 2022
Tickers
EURO
Tags
Politics
Banks
Central Banks
From
CNBC.com News
Italy could be headed for a troubling snap election. And bond markets are on high alert
July 20, 2022
Tickers
EURO
Tags
Europe Politics
Europe Markets
Elections
From
CNBC.com News
Euro ETF Strengthens as the ECB Looks at First Rate Hike in a Decade
July 19, 2022
Tickers
EURO
FXE
Tags
Currency ETFs
Euro
FXE
From
ETF Trends
The EURUSD Is Down 4.5% In July: Time To Sell?
July 15, 2022
Tickers
EURO
Tags
Markets
Trading Ideas
Short Ideas
From
Benzinga
EU hikes inflation forecast to 8.3% for 2022 as Russia-Ukraine war drives soaring prices
July 14, 2022
Tickers
EURO
Tags
Europe Economy
Politics
Europe News
From
CNBC.com News
The euro is near parity with the U.S. dollar: Here's how travelers can take advantage of the exchange rate
July 12, 2022
Tickers
EURO
Tags
Personal finance
Finance
Economy
From
CNBC.com News
Euro And US Dollar Reach Parity: What It Means For Bitcoin And Other Cryptos
July 11, 2022
Tickers
BITCOMP
EURO
USD-BITSTAMP
Tags
$UST
$BTC
News
From
Benzinga
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