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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
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Europe stocks head for a fresh record close, led by Roche and oil giants
November 04, 2021
Tickers
BP
NVS
RDS-A
TEF
Tags
UK:BT/A
FR:PX1
BX:TMBMKGB/10Y
From
MarketWatch
Vestas slides on margin cut, dragging renewables south, while Lufthansa lifted by busier skies
November 03, 2021
Tickers
BP
RDS-A
Tags
PT:EDP
XX:SXXP
UK:RDSA
From
MarketWatch
Italian bonds bounce back sharply, narrowing the yield gap over German bunds
November 02, 2021
Tags
UK:RIO
DX:DAX
BX:TMBMKIT/10Y
From
MarketWatch
Ryanair rises on market share gains as Credit Suisse lifted ahead of strategy update
November 01, 2021
Tickers
CS
RYAAY
Tags
UK:UKX
XX:SXXP
CH:CSGN
From
MarketWatch
Tech stocks drag Europe markets lower, as consumer prices hit highest level since 2008
October 29, 2021
Tickers
AAPL
AMZN
BBVA
BUD
Tags
BBVA
FR:PX1
ES:BBVA
From
MarketWatch
Europe stocks off highs as Deutsche Bank slides after results
October 27, 2021
Tickers
DB
NVS
RIO
Tags
FR:SK
DX:DAX
CH:NOVN
From
MarketWatch
UBS shares on track for three-year high on wealth management inflows
October 26, 2021
Tickers
UBS
Tags
FR:PX1
DX:DAX
UBS
From
MarketWatch
L’Oreal drives gains and UBS says buy stocks in beaten-down European markets
October 22, 2021
Tickers
ASML
IHG
SAP
Tags
FR:OR
ASML
FR:PX1
From
MarketWatch
European earnings roll call sees Nestlé shares rise, while ASML, Akzo Nobel fall
October 20, 2021
Tickers
ASML
NSRGY
Tags
FR:KER
NL:AKZA
UK:ANTO
From
MarketWatch
Valneva shares spike after saying vaccine candidate outperformed AstraZeneca’s
October 18, 2021
Tickers
VALN
Tags
UK:THG
FR:MC
VALN
From
MarketWatch
Ubisoft on track for worst close in more than four years on ‘Far Cry 6’ worries
October 14, 2021
Tags
FR:UBI
DX:DAX
XX:SXXP
From
MarketWatch
SAP boosts Europe tech stocks, while world’s third-richest man adds to his billions as LVMH shares gain
October 13, 2021
Tickers
GRUB
JPM
SAP
Tags
DX:DAX
SAP
XE:SAP
From
MarketWatch
JPMorgan puts these two European energy giants on ‘catalyst watch’ ahead of earnings
October 11, 2021
Tickers
RDS-B
Tags
XX:SXEP
UK:RDSB
XX:SX8P
From
MarketWatch
Natural gas prices on the rise again in Europe, following brief respite from pledge of Russian help
October 08, 2021
Tickers
ASML
BP
RDS-A
SAP
Tags
XX:SXXP
UK:UKX
UK:RDSA
From
MarketWatch
European stocks gain at the open on U.S. debt limit progress and Asian tech recovery
October 07, 2021
Tickers
SPX
Tags
DX:DAX
ES00
SPX
From
MarketWatch
European stocks stumble amid wild swings for natural gas prices as Russia promises to help
October 06, 2021
Tickers
SIBN
Tags
FR:PX1
DE:DTEA
NO:ADE
From
MarketWatch
Banks lead European stocks higher
October 05, 2021
Tags
UK:GRG
XX:SXXP
UK:UKX
From
MarketWatch
Bank of America turns bearish on European stocks, sees ‘anti-goldilocks’ shift ahead
October 01, 2021
Tickers
AZN
Tags
FR:PX1
FR:BNP
GBPUSD
From
MarketWatch
European stocks set for weakest monthly return in a year, as dollar steamrolls over the euro
September 30, 2021
Tickers
BHP
DEO
RIO
Tags
UK:RIO
FR:PX1
DK:VWS
From
MarketWatch
AstraZeneca and ASML lead European stocks on a rebound after Wall-Street induced rout
September 29, 2021
Tickers
ASML
AZN
BP
COMP
Tags
UK:BP
UK:RDSA
XX:SXXP
From
MarketWatch
German stocks climb and bunds edge up after election
September 27, 2021
Tags
FR:PX1
UK:UKX
DX:DAX
From
MarketWatch
Rally fades for Europe stocks as German elections loom and Evergrande worries persist
September 24, 2021
Tickers
NKE
STLA
Tags
XE:DAI
DX:DAX
BX:TMUBMUSD10Y
From
MarketWatch
Europe stocks stretch win streak to four, but PMI data show slowdown lurking
September 23, 2021
Tickers
CF
Tags
DX:DAX
CF
FR:PX1
From
MarketWatch
European stocks climb in second day bounce with banks and miners in the lead
September 22, 2021
Tickers
BHP
BP
DKNG
HSBC
Tags
XX:SXXP
DX:DAX
UK:BHP
From
MarketWatch
European stocks rebound with Universal Music Group soaring in its debut
September 21, 2021
Tickers
COMP
SPX
Tags
SPX
DX:DAX
HK:3333
From
MarketWatch
Europe stocks struggle, as inflation hits a decade high and miners hit by downgrades at UBS
September 17, 2021
Tickers
BHP
RIO
VALE
Tags
UK:UKX
XX:SXXP
VALE
From
MarketWatch
European stocks turn higher after U.S. CPI data
September 14, 2021
Tags
XE:DAI
DX:DAX
CH:ROG
From
MarketWatch
Energy stocks lead European markets higher as crude and electricity prices rise
September 13, 2021
Tags
XE:DAI
FR:TTE
DX:DAX
From
MarketWatch
COVID-19 testing demand sends Eurofins into top French stock market index
September 10, 2021
Tags
FR:PX1
FR:ATO
DX:DAX
From
MarketWatch
European stocks slump as worries spread about COVID’s global growth
September 08, 2021
Tickers
AZN
KDMN
SPX
Tags
UK:AZN
FR:ADP
SPX
From
MarketWatch
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