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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Airlines surge and stay-at-home stocks slump in European action
January 04, 2022
Tags
DX:DAX
UK:OCDO
XE:HFG
From
MarketWatch
Europe stocks attempt a fresh record high as 2022 trading gets underway
January 03, 2022
Tickers
CNHI
COMP
Tags
SE:VOLCAR/B
CNHI
FR:PX1
From
MarketWatch
Austria set to be Europe’s top stock market as banks rally
December 30, 2021
Tags
XX:OMXS30
AT:ATS
AT:EBS
From
MarketWatch
European stocks touch but fail to hold record level
December 29, 2021
Tags
DX:DAX
XX:SXAP
UK:OCDO
From
MarketWatch
European stocks inch closer to all-time high, inspired by Wall Street optimism
December 28, 2021
Tickers
ASML
NVO
SPX
Tags
FR:PX1
ASML
NVO
From
MarketWatch
European stocks trade higher in final week of 2021
December 27, 2021
Tickers
ASML
SAP
SPX
Tags
ASML
SPX
XE:SAP
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
EURUSD
XX:SXXP
UK:UKX
From
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Europe stocks beat back omicron worries to rise alongside global stocks
December 23, 2021
Tickers
NVS
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UK:TUI
UK:WIZZ
IE:FLTR
From
MarketWatch
European stocks struggle for traction as Christmas nears in so-far volatile week
December 22, 2021
Tickers
NSRGY
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XE:ADS
EURUSD
XX:SXXP
From
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European bourses rise, as global stock market stages rebound from Monday slump
December 21, 2021
Tickers
BP
RDS-A
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FR:EDF
RDS/A
DX:DAX
From
MarketWatch
Europe stocks slide as COVID worries swamp investors
December 20, 2021
Tickers
AZN
BP
RDS-A
SAP
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GBPUSD
FR:TTE
BP
From
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European stocks set to break longest losing streak since early pandemic days, supported by tech rebound
December 15, 2021
Tickers
ASML
BHP
RIO
SAP
Tags
UK:RIO
ASML
GBPUSD
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
NO:AUTO
XX:SXXP
UK:UKX
From
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Daimler Truck rises on first day of trading, bucking weaker session for European stocks
December 10, 2021
Tickers
ASML
BTI
COMP
SAP
Tags
DX:DAX
XE:DAI
SAP
From
MarketWatch
Italy’s largest bank surges on strategy day presentation
December 09, 2021
Tags
XX:SXXP
UK:UKX
UK:DOCS
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
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BNTX
UK:WIZZ
FR:OR
From
MarketWatch
European stocks enjoying second-best day of the year
December 07, 2021
Tags
DX:DAX
XE:AIXA
FR:PX1
From
MarketWatch
Here’s where Citi strategists say a ‘buyback boom’ is coming
December 02, 2021
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CH:VIFN
NL:TKWY
XX:SXXP
From
MarketWatch
European stocks, U.S. futures reel again from omicron variant fears
November 30, 2021
Tickers
MRNA
Tags
YM00
UK:UKX
XX:SXXP
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
EURUSD
GBPUSD
From
MarketWatch
Remy Cointreau leads European stocks higher as Wall Street takes a holiday
November 25, 2021
Tickers
RYAAY
Tags
XX:SXXP
NL:ADYEN
UK:UKX
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
EURJPY
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
XE:SAP
SAP
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
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ES:TEF
ES00
DX:DAX
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:CCL
FR:PX1
IT:I945
From
MarketWatch
Turkish lira slumps further as central bank meeting looms and Erdogan talks of ‘scourge of interest rates’
November 17, 2021
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USDTRY
UK:UKX
NL:INPST
From
MarketWatch
Richemont shares jump on sales beat and Farfetch investment discussions
November 12, 2021
Tickers
FTCH
Tags
DX:DAX
CH:UHR
FR:MC
From
MarketWatch
Goldman expects the bull market for ‘still-cheap’ Europe stocks to carry on in 2022
November 11, 2021
Tags
XX:SXXP
UK:UKX
UK:JMAT
From
MarketWatch
Adidas tumbles in Europe as supply chain woes and a tough China market hit results
November 10, 2021
Tickers
NKE
Tags
UK:ITV
UK:MKS
DX:DAX
From
MarketWatch
Handbag wars? Chanel price hikes rally luxury goods makers in Europe
November 05, 2021
Tickers
AZN
CS
CUK
HSBC
Tags
CUK
FR:PX1
FR:MC
From
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