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What We Buy Currently
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
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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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Telling The Fed What To Do Is Not Sufficient, U.S. Treasury Secretary Tells BOJ How To Conduct Monetary Policy.
August 14, 2025
Tickers
CNY
FXA
FXB
FXC
Tags
FXA
Market News
FXB
From
TalkMarkets
USD/CAD Bounces Up To 1.3780 Amid A Moderate U.S. Dollar Recovery
August 14, 2025
Tickers
FXC
UUP
Tags
Market News
Currencies/Forex
FXC
From
TalkMarkets
USD/CAD Weakens To Near 1.3750 As Expectations Mount Of Fed Rate Cut
August 13, 2025
Tickers
FXC
UUP
Tags
Currencies/Forex
Market News
UUP
From
TalkMarkets
Canadian Dollar Churns The Waters Near Key Averages
August 13, 2025
Tickers
FXC
UUP
Tags
FXC
UUP
Currencies/Forex
From
TalkMarkets
Greenback Slump Extended
August 13, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
Market News
FXE
FXB
From
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USD/CAD Gathers Strength To Above 1.3750 After US CPI Data
August 12, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Currencies/Forex
From
TalkMarkets
USD/CAD Trades Flat Above 1.3750, All Eyes On US CPI Release
August 11, 2025
Tickers
FXC
UUP
Tags
Currencies/Forex
Market News
UUP
From
TalkMarkets
Greenback Steadies Ahead Of Tomorrow's CPI
August 11, 2025
Tickers
FXB
FXC
FXE
FXY
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FXE
FXB
Market News
From
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Inflation In China Remained Flat
August 11, 2025
Tickers
AMD
FXC
NVDA
OIL
Tags
Currencies/Forex
Commodities
Stocks / Equities
From
TalkMarkets
Mexican Peso Speculator Bets Rise To 3-Month High, British Pound Bets Drop
August 10, 2025
Tickers
BITCOMP
FXA
FXB
FXC
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BITCOMP
FXY
FXC
From
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Week Ahead: Firm U.S. CPI Won't Deter September Fed Rate Cut
August 09, 2025
Tickers
CNY
FXA
FXB
FXC
Tags
Market News
FXA
FXB
From
TalkMarkets
Canadian Dollar Steadies After Job Losses, Eyes On U.S. CPI Next Week
August 08, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Market News
From
TalkMarkets
USD/CAD Price Analysis: Trump’s Pick For Fed Signals Dovish
August 08, 2025
Tickers
FXC
UUP
Tags
Currencies/Forex
Market News
FXC
From
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US Tariffs Roil Gold Futures, While Greenback Steadies
August 08, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
Market News
FXB
FXE
From
TalkMarkets
Canadian Dollar Runs Out Of Steam As U.S. Dollar Bids Rebound
August 07, 2025
Tickers
FXC
UUP
Tags
FXC
UUP
Currencies/Forex
From
TalkMarkets
Forex Today: Markets Will Focus On U.S. Tariffs And The Canadian Jobs Report
August 07, 2025
Tickers
FXA
FXB
FXC
FXE
Tags
OIL
FXE
FXB
From
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USD/CAD Holds Steady Above 1.3770, Carney Announces Support Measures For Lumber Industry
August 05, 2025
Tickers
FXC
UUP
Tags
FXC
UUP
Market News
From
TalkMarkets
Canadian Dollar Holds Steady As Markets Await The Next Leg
August 05, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Market News
From
TalkMarkets
USD/CAD Trades With Mild Losses Below 1.3800 Ahead Of US ISM Services PMI Data
August 04, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Market News
From
TalkMarkets
USD/CAD Is Finishing A Projected Correction
August 04, 2025
Tickers
FXC
UUP
Tags
Market News
Currencies/Forex
FXC
From
TalkMarkets
August 2025 Monthly
August 02, 2025
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CNY
FXB
FXC
FXE
Tags
CNY
FXC
FXY
From
TalkMarkets
Weekly Commentary: Peak Dance Moves
August 02, 2025
Tickers
DAX
FXC
FXE
GLD
Tags
Market News
OIL
FXE
From
TalkMarkets
Canadian Dollar Snaps Losing Streak On Volatile NFP Friday
August 01, 2025
Tickers
FXC
UUP
Tags
Currencies/Forex
Market News
FXC
From
TalkMarkets
FX Daily: Laser-Focused On Data Despite New Tariffs
August 01, 2025
Tickers
FXC
FXE
UUP
Tags
Currencies/Forex
Market News
UUP
From
TalkMarkets
USD/CAD Gathers Strength Above 1.3850 As Trump Raises Tariff On Canada To 35%
July 31, 2025
Tickers
FXC
UUP
Tags
FXC
UUP
Currencies/Forex
From
TalkMarkets
GBP/USD Declines Further As Greenback Rally Continues
July 31, 2025
Tickers
FXC
UUP
Tags
FXC
UUP
Market News
From
TalkMarkets
Did The Fed Really Deliver A Hawkish Hold? The FX Market Seems To Think So
July 31, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
FXC
UUP
FXY
From
TalkMarkets
FOMC, BoC, And BoJ Expectedly Kept Interest Rates Unchanged
July 31, 2025
Tickers
DJI
FXC
NDX
OIL
Tags
Commodities
Stocks / Equities
Currencies/Forex
From
TalkMarkets
USD/CAD Posts Modest Gains Above 1.3800 As BoC Signals Possible Cuts Ahead
July 30, 2025
Tickers
FXC
UUP
Tags
Currencies/Forex
Market News
FXC
From
TalkMarkets
Canadian Dollar Recedes After Fed Rate Hold
July 30, 2025
Tickers
FXC
UUP
Tags
FXC
UUP
Currencies/Forex
From
TalkMarkets
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