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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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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
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
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
MARKET RESEARCH
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Ulta Beauty’s stock turns positive for the year as analysts really liked their earnings
December 01, 2023
Tickers
SPX
ULTA
XRT
Tags
XRT
FR:MC
ULTA
From
MarketWatch
Burberry warns on profit after steep slowdown in sales growth
November 16, 2023
Tags
UK:BRBY
FR:MC
FR:KER
From
MarketWatch
Richemont stock leads declines in Europe’s luxury sector as slower growth and higher interest rates hit sales
November 10, 2023
Tags
FR:MC
UK:DGE
BX:TMBMKDE/02Y
From
MarketWatch
Diageo shares plunge as drinks seller warns of 20% drop in sales in Latin America and the Caribbean
November 10, 2023
Tickers
DEO
Tags
UK:DGE
FR:MC
DEO
From
MarketWatch
Birkenstock garners mostly bullish ratings after IPO but is still languishing below its issue price
November 06, 2023
Tickers
BIRK
CROX
DECK
LCAA
Tags
SKX
SHOO
BIRK
From
MarketWatch
Hermès records industry-beating growth as sales rise 16%
October 24, 2023
Tags
FR:MC
FR:RMS
From
MarketWatch
Back on top: London bourse worth more than Paris as oil surges and luxury fades
October 19, 2023
Tags
FR:KER
FR:RMS
FR:OR
From
MarketWatch
Jeff Bezos overtakes Bernard Arnault to become world’s second richest person as LVMH shares slide
October 17, 2023
Tickers
AMZN
BRK-A
BRK-B
TSLA
Tags
BRK/A
FR:MC
TSLA
From
MarketWatch
LVMH shares slump on sales miss, sending rival luxury-goods makers lower
October 11, 2023
Tags
UK:BP
FR:PX1
DK:NOVO/B
From
MarketWatch
Steer clear of European luxury stocks, says RBC, as Citi upgrades the sector
October 02, 2023
Tags
FR:EL
IT:MONC
FR:MC
From
MarketWatch
World’s second-richest man, LVMH’s Bernard Arnault, investigated over dealings with Russian oligarch, reports say
September 29, 2023
Tags
FR:MC
From
MarketWatch
American-style capitalism doesn’t exist in France, guaranteeing low economic growth
September 29, 2023
Tickers
LRLCY
Tags
FR:OR
FR:MC
LRLCY
From
MarketWatch
This hot sector is producing returns like Nvidia’s — and it’s got nothing to do with AI
September 18, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
TSLA
GM
AAPL
From
MarketWatch
Five stocks for investors who want to broaden their growth horizons beyond the S&P 500
September 14, 2023
Tickers
ACWX
BUD
HDB
IFN
Tags
INDA
SPY
HK:1876
From
MarketWatch
Iconic sandal maker Birkenstock files for U.S. IPO
September 12, 2023
Tickers
TGT
Tags
FR:MC
TGT
From
MarketWatch
L’Oreal cut to sell as Deutsche Bank flags China risks
September 12, 2023
Tickers
WRK
Tags
UK:UKX
FR:PX1
DX:DAX
From
MarketWatch
The Rugby World Cup starts this week. But who would be the investment winners?
September 04, 2023
Tickers
ENZL
EWA
EWQ
EZA
Tags
EWA
IMSCF
JP:NIK
From
MarketWatch
Why pricey French bags are better than U.S. tech, according to this analyst.
September 01, 2023
Tickers
AAPL
ADTX
AMC
AMZN
Tags
FLFR
FR:PX1
ES00
From
MarketWatch
This aggressive stock fund has had a wild ride — but it has beaten rivals and the S&P 500
August 01, 2023
Tickers
AAPL
AMZN
ARKK
GOOG
Tags
ARKK
MELI
SPY
From
MarketWatch
CEOs say their companies can’t afford a cold war between the U.S. and China
July 31, 2023
Tickers
AAPL
LVMHF
Tags
XE:VOW
LVMHF
FR:MC
From
MarketWatch
Paris leads European bourses lower as LVMH warning spooks luxury groups
July 26, 2023
Tags
UK:LLOY
UK:RR
UK:NWG
From
MarketWatch
Vintage Wine Estates names Seth Kaufman next CEO amid turnaround efforts
July 20, 2023
Tickers
VWE
Tags
FR:MC
VWE
From
MarketWatch
A generational wealth period awaits for investors ready to buy this neglected sector, says strategist
July 06, 2023
Tickers
AAL
AAPL
AMC
AMZN
Tags
CN:601288
MULN
SAVE
From
MarketWatch
Spanish fast-fashion retailer Inditex comes roaring back with results beating forecast
June 07, 2023
Tickers
MSFT
TSLA
Tags
MSFT
FR:MC
SE:HM/B
From
MarketWatch
From McDonald’s to Morgan Stanley, UBS says these stocks are favorably positioned for AI.
May 30, 2023
Tickers
AAPL
ADBE
AMC
AMD
Tags
JP:4186
PLTR
GH
From
MarketWatch
As Europe luxury stocks slide, so does the wealth of the world’s richest man
May 24, 2023
Tickers
TSLA
Tags
IT:MONC
FR:MC
CH:CFR
From
MarketWatch
Luxury goods stocks tumble as Deutsche Bank says they’re no longer a slam dunk. Blame the U.S.
May 23, 2023
Tags
IT:MONC
FR:MC
IT:SFER
From
MarketWatch
German stocks near fresh record on growth and energy cost optimism
May 18, 2023
Tickers
DAX
VGK
Tags
DAX
XE:SAP
FR:OR
From
MarketWatch
Angel tech investor launches Gotham cannabis store with fresh New York City retail look
May 12, 2023
Tickers
AMZN
WMT
Tags
WMT
FR:MC
AMZN
From
MarketWatch
Bed Bath and Beyond bankruptcy: Giant ‘dancing goose’ celebrates retailer’s demise
April 26, 2023
Tickers
BBBY
LVMHF
Tags
FR:MC
LVMHF
BBBY
From
MarketWatch
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