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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
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 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
UK:OCDO
UK:TUI
XX:SXXP
From
MarketWatch
Europe stocks attempt a fresh record high as 2022 trading gets underway
January 03, 2022
Tickers
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COMP
Tags
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From
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Austria set to be Europe’s top stock market as banks rally
December 30, 2021
Tags
XX:IBEX
PL:ALE
AT:ATS
From
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European stocks touch but fail to hold record level
December 29, 2021
Tags
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UK:OCDO
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From
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European stocks inch closer to all-time high, inspired by Wall Street optimism
December 28, 2021
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Tags
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From
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European stocks trade higher in final week of 2021
December 27, 2021
Tickers
ASML
SAP
SPX
Tags
USDTRY
FR:PX1
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
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EURUSD
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From
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Europe stocks beat back omicron worries to rise alongside global stocks
December 23, 2021
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GBPUSD
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DXY
From
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European stocks struggle for traction as Christmas nears in so-far volatile week
December 22, 2021
Tickers
NSRGY
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GBPUSD
XE:ADS
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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XE:ENR
CL00
FR:PX1
From
MarketWatch
Europe stocks slide as COVID worries swamp investors
December 20, 2021
Tickers
AZN
BP
RDS-A
SAP
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XX:SXXP
BP
YM00
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
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UK:RIO
ASML
XE:SAP
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
GBPUSD
UK:OCDO
COMP
From
MarketWatch
Daimler Truck rises on first day of trading, bucking weaker session for European stocks
December 10, 2021
Tickers
ASML
BTI
COMP
SAP
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XE:IFX
DX:DAX
IT:LVMH
From
MarketWatch
Italy’s largest bank surges on strategy day presentation
December 09, 2021
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FR:PX1
IT:UCG
UK:UKX
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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FR:OR
DX:DAX
From
MarketWatch
European stocks enjoying second-best day of the year
December 07, 2021
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XE:AIXA
XX:SXXP
NL:ASML
From
MarketWatch
Here’s where Citi strategists say a ‘buyback boom’ is coming
December 02, 2021
Tags
AU:CSL
XX:SXXP
CH:VIFN
From
MarketWatch
European stocks, U.S. futures reel again from omicron variant fears
November 30, 2021
Tickers
MRNA
Tags
YM00
MRNA
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
DX:DAX
RYAAY
UK:WIZZ
From
MarketWatch
Remy Cointreau leads European stocks higher as Wall Street takes a holiday
November 25, 2021
Tickers
RYAAY
Tags
XE:LHA
EURUSD
RYAAY
From
MarketWatch
Germany’s most important economic indicator weakens to nine-month low in November, pressuring euro
November 24, 2021
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FR:VIV
UK:UKX
UK:GNS
From
MarketWatch
Europe stocks under pressure as Goldman Sachs warns of a tough COVID winter ahead
November 23, 2021
Tickers
ASML
SAP
Tags
SE:HM/B
SAP
FR:PX1
From
MarketWatch
Telecom Italia surges on deal news, as European stocks inch up after weekend of protests over COVID restrictions
November 22, 2021
Tickers
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KKR
TEF
VG
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DX:DAX
TEF
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From
MarketWatch
Stocks in Europe and euro under pressure as investors fear more lockdowns to follow Austria’s
November 19, 2021
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DB
RDS-A
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XX:SXXP
IT:I945
XE:CBK
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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NL:INPST
XX:SXXP
FR:PX1
From
MarketWatch
Richemont shares jump on sales beat and Farfetch investment discussions
November 12, 2021
Tickers
FTCH
Tags
XX:SXXP
CH:UHR
DX:DAX
From
MarketWatch
Goldman expects the bull market for ‘still-cheap’ Europe stocks to carry on in 2022
November 11, 2021
Tags
XE:DHER
UK:BRBY
DX:DAX
From
MarketWatch
Adidas tumbles in Europe as supply chain woes and a tough China market hit results
November 10, 2021
Tickers
NKE
Tags
UK:MKS
XE:ENR
UK:SFOR
From
MarketWatch
Handbag wars? Chanel price hikes rally luxury goods makers in Europe
November 05, 2021
Tickers
AZN
CS
CUK
HSBC
Tags
DX:DAX
CUK
UK:UKX
From
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