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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
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Read FULL Seminar Here
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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Latest News about FR:MC
Recent news which mentions FR:MC
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LVMH is first European company to hit a $500 billion market cap.
April 24, 2023
Tags
FR:RMS
FR:MC
FR:OR
From
MarketWatch
Elon Musk loses $12.6 billion in one day as Tesla shares tumble, SpaceX rocket blows up
April 21, 2023
Tickers
META
TSLA
Tags
META
FR:MC
TSLA
From
MarketWatch
Obstacles remain on China’s path from ‘zero COVID’ standstill to breakneck-pace consumption
April 18, 2023
Tickers
DRPRY
LVMHF
Tags
FR:MC
XE:PAH3
LVMHF
From
MarketWatch
Who is Bernard Arnault, the world’s richest person with a $210 billion fortune?
April 14, 2023
Tags
FR:MC
From
MarketWatch
Bernard Arnault is now worth $210 billion, extending lead over Elon Musk for world’s richest person
April 14, 2023
Tickers
CTHR
RL
SIG
TSLA
Tags
FR:CDI
SIG
FR:RMS
From
MarketWatch
LVMH reports stronger-than-forecast sales, helped by China demand
April 13, 2023
Tickers
FDS
Tags
FR:MC
FDS
From
MarketWatch
Elon Musk becomes world’s richest billionaire again, after Tesla stock surge adds $7 billion to his wealth
February 28, 2023
Tickers
TSLA
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IT:LVMH
TSLA
FR:MC
From
MarketWatch
This chart gives one reason European stocks may continue to outperform U.S. equities
February 17, 2023
Tickers
ASML
AZN
GSK
NVO
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NVS
GSK
CH:ROG
From
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Is Rihanna the first billionaire to perform at a Super Bowl halftime show?
February 10, 2023
Tickers
AAPL
LVMUY
Tags
FR:MC
AAPL
LVMUY
From
MarketWatch
International stocks can help improve your returns. This highly rated fund can offer good diversity for your portfolio.
February 06, 2023
Tickers
AON
ASHTY
AZNCF
IBN
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STM
BUFIX
AON
From
MarketWatch
LVMH posts forecast-beating sales of $24.78 billion, sees further growth ahead
January 27, 2023
Tickers
FDS
Tags
UK:0HAU
IT:LVMH
FR:MC
From
MarketWatch
Elon Musk loses spot as the richest person in the world as Tesla shares drop
December 13, 2022
Tickers
AMZN
TSLA
Tags
FR:MC
AMZN
TSLA
From
MarketWatch
Stealing the crown: Paris nabs London’s title as top European bourse
November 17, 2022
Tags
GBPUSD
UK:MCX
FR:MC
From
MarketWatch
The third richest man in the world behind Musk and Bezos is a college dropout whose fortune has surged $60 billion this year
August 30, 2022
Tickers
AMZN
BRK-A
MSFT
TSLA
Tags
FR:TTE
IN:512599
BRK/A
From
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Sephora agrees to $1.2 million settlement in California’s first enforcement of data-privacy law
August 24, 2022
Tickers
LVMUY
Tags
FR:MC
IT:LVMH
LVMUY
From
MarketWatch
LVMH buys iconic California winery Joseph Phelps
June 29, 2022
Tags
FR:MC
From
MarketWatch
Revlon’s bankruptcy filing will give it a chance to catch up with Rihanna, the Kardashians and other hot names in beauty
June 17, 2022
Tickers
C
REV
ULTA
Tags
FR:MC
C
REV
From
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With global stock markets in turmoil, a healthy corporate culture counts more than ever. Here’s what to know.
June 09, 2022
Tickers
BRK-A
BRK-B
CFRUY
CNSWF
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CFRUY
CH:CFR
LVMHF
From
MarketWatch
U.S. stock futures rise in holiday trade as Shanghai sets reopening plans
May 30, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
FR:MC
ES00
From
MarketWatch
As Zuckerberg suffers $30 billion paper loss, Bezos set to rake in $20 billion
February 04, 2022
Tickers
AMZN
FB
TSLA
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FR:MC
AMZN
FB
From
MarketWatch
German key bund yield turns positive for the first time in three years
January 19, 2022
Tickers
ASML
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CH:CFR
NQ00
UK:UKX
From
MarketWatch
The world’s richest 10 men doubled their fortunes to $1.5 trillion during the pandemic, says Oxfam
January 17, 2022
Tickers
AMZN
GOOGL
MSFT
ORCL
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MSFT
ORCL
AMZN
From
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Europe stocks slide as COVID worries swamp investors
December 20, 2021
Tickers
AZN
BP
RDS-A
SAP
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XE:SAP
DX:DAX
ES00
From
MarketWatch
CEOs from Target, CVS and Walgreens ask Congress for help amid retail crime surge
December 10, 2021
Tickers
AMZN
AZO
BBY
BURBY
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CVS
JWN
BURBY
From
MarketWatch
Richemont shares jump on sales beat and Farfetch investment discussions
November 12, 2021
Tickers
FTCH
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UK:UKX
XX:SXXP
FTCH
From
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Handbag wars? Chanel price hikes rally luxury goods makers in Europe
November 05, 2021
Tickers
AZN
CS
CUK
HSBC
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CUK
FR:PX1
FR:MC
From
MarketWatch
Valneva shares spike after saying vaccine candidate outperformed AstraZeneca’s
October 18, 2021
Tickers
VALN
Tags
JP:9984
DX:DAX
UK:AZN
From
MarketWatch
A California investment firm went from near ruin to managing over $100 billion: Its turnaround may offer solutions to the ‘Great Resignation’
October 08, 2021
Tickers
AAPL
ACWX
AMZN
ARCO
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WCMIX
MCD
DELL
From
MarketWatch
European stocks push back toward record highs; aluminum producers surge after coup
September 06, 2021
Tickers
QGEN
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XE:HFG
XX:SXXP
UK:UKX
From
MarketWatch
Carrefour shares buck a rally for Europe stocks as one of the world’s richest men sells his stake
September 01, 2021
Tickers
DEO
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FR:RI
DX:DAX
XX:SXXP
From
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