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home
about us
Investment Approach
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Market Analysis Summary
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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
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European stocks fall for third time in four sessions
March 03, 2022
Tags
UK:UKX
XX:SXXP
FI:TYRES
From
MarketWatch
European stocks slip as Russian market closed for second day
March 01, 2022
Tags
IE:FLTR
FR:PX1
XE:HFG
From
MarketWatch
Financials skid in Europe after Russia sanctions, while defense contractors surge on German buying spree
February 28, 2022
Tags
DX:DAX
XE:RHM
BX:TMBMKDE/10Y
From
MarketWatch
European stock markets tumble as Russia launches military operation in Ukraine
February 24, 2022
Tags
BX:TMUBMUSD10Y
FR:PX1
DX:DAX
From
MarketWatch
Dutch coffee group leads European stocks higher as investors keep watch on Russia-Ukraine headlines
February 23, 2022
Tickers
STLA
Tags
SE:STOR/B
UK:UKX
XX:SXXP
From
MarketWatch
Shell a lone bright spot as European stocks tumble, energy prices soar on Russia-Ukraine tensions
February 22, 2022
Tickers
BP
HSBC
SHEL
Tags
FR:PX1
USDRUB
BP
From
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European stocks and U.S. equity futures wobble as Kremlin says U.S-Russia summit not a done deal
February 21, 2022
Tickers
ASML
AZN
BESVF
CS
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CS
NL:ASML
XX:SXXP
From
MarketWatch
Hermès leads the way south in Europe as stocks gains melt from Russia-Ukraine jitters ahead of long U.S. weekend
February 18, 2022
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FR:PX1
FR:EDF
DX:DAX
From
MarketWatch
AutoStore, Kering and Commerzbank buck losses for European stocks as geopolitical headwinds swirl
February 17, 2022
Tickers
NSRGY
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CH:NESN
DX:DAX
FR:PX1
From
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European stocks struggle to hold on to gains as Ericsson tumbles over Iraq corruption findings
February 16, 2022
Tickers
BP
ERIC
HSBC
SHEL
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FR:PX1
BP
SE:ERIC/B
From
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European stocks advance after partial Russian troop withdrawal
February 15, 2022
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NO:EQNR
UK:UKX
XX:SXXP
From
MarketWatch
Technology stocks lead European markets higher as bond yields continue to ease
February 09, 2022
Tickers
ASML
GSK
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ASML
UK:GSK
AT:AMS
From
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European stocks slide as investors weigh up week of central bank meetings
February 04, 2022
Tickers
AMZN
FB
ILMN
PINS
Tags
GBPUSD
FR:PX1
XE:BMW
From
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February off to a strong start for European stocks, thanks to UBS
February 01, 2022
Tickers
ATVI
BCS
HSBC
LYG
Tags
DXY
PL:CDR
JP:6758
From
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Relief rally proves short-lived for French nursing-home operator under fire
January 31, 2022
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FR:PX1
UK:UKX
XX:SXXP
From
MarketWatch
European stocks face worst week since late 2020, as investors grapple with U.S. rate-hike prospects
January 28, 2022
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IT:UCG
FR:PX1
DX:DAX
From
MarketWatch
Banks rally while techs struggle as European stocks edge higher
January 27, 2022
Tags
UK:UKX
XX:SXXP
XE:DBK
From
MarketWatch
European stocks in rally mode as investors wait for Fed decision
January 26, 2022
Tickers
ASML
HSBC
IHG
SAN
Tags
UK:IAG
IHG
XX:SXXP
From
MarketWatch
Here’s the western bank most exposed to Russia and potential sanctions
January 25, 2022
Tickers
C
Tags
C
FR:GLE
SE:ERIC/B
From
MarketWatch
European stocks smashed in broad-based retreat
January 24, 2022
Tickers
SPX
UL
VOD
Tags
CH:ROSE
NL:ACCEL
DX:DAX
From
MarketWatch
European airlines set for multi-year recovery, JPMorgan says as it upgrades Ryanair
January 20, 2022
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ES:IBE
FR:PX1
IE:RYA
From
MarketWatch
German key bund yield turns positive for the first time in three years
January 19, 2022
Tickers
ASML
Tags
UK:UKX
XX:SXXP
NQ00
From
MarketWatch
Key German bund on precipice of positive yield
January 18, 2022
Tags
UK:THG
DX:DAX
FR:PX1
From
MarketWatch
GlaxoSmithKline shares soar after Unilever bids for its consumer healthcare unit
January 17, 2022
Tickers
GSK
NVO
PFE
PG
Tags
FR:SAN
GSK
UK:RKT
From
MarketWatch
European stocks track U.S. equity rout, with tech under pressure
January 14, 2022
Tickers
ASML
BLK
C
COMP
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FR:EDF
DX:DAX
ES00
From
MarketWatch
European stocks pause as traders brace for earnings onslaught
January 13, 2022
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UK:WG
FR:PX1
UK:MKS
From
MarketWatch
Struggling techs lift European stocks
January 11, 2022
Tags
SE:SINCH
BX:TMUBMUSD10Y
DX:DAX
From
MarketWatch
Branson reportedly eyes Amsterdam for first European SPAC
January 07, 2022
Tickers
ME
SPCE
VGII
VORB
Tags
FR:ENX
DX:DAX
SPCE
From
MarketWatch
European stocks open sharply lower after Fed minutes
January 06, 2022
Tags
NQ00
UK:UKX
XX:SXXP
From
MarketWatch
European automakers join the global rally
January 05, 2022
Tickers
AMZN
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IT:STLA
AMZN
XX:SXXP
From
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