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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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USD/CAD Forecast: Canadian Dollar Pressured By Tariff Risks
July 30, 2025
Tickers
FXC
UUP
Tags
Currencies/Forex
Market News
FXC
From
TalkMarkets
Bank Of Canada Growth Concerns Leave Rate Cuts On The Table
July 30, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Currencies/Forex
From
TalkMarkets
Narrow Dollar Ranges Are Unlikely To Be Sustained Through The Packed North American Session
July 30, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
FXC
FXY
UUP
From
TalkMarkets
USD/CAD Holds Gains At 1.3770 Ahead Of The Fed And BoC Decisions
July 30, 2025
Tickers
FXC
UUP
Tags
FXC
UUP
Currencies/Forex
From
TalkMarkets
FX Daily: Growth Divergence And Fed Can Send EUR/USD Below 1.150
July 30, 2025
Tickers
FXC
FXE
UUP
Tags
FXE
FXC
UUP
From
TalkMarkets
Canadian Dollar Continues To Slide Ahead Of Fed Rate Call
July 29, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Currencies/Forex
From
TalkMarkets
Dollar Short-Squeeze Extended Before Stalling Ahead Of Tomorrow's Key Events
July 29, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
FXE
FXB
Market News
From
TalkMarkets
Canadian Dollar Hovers Near 1.3750 Amid Uncertainty Over US-Canada Tariff Deal
July 29, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Market News
From
TalkMarkets
Canadian Dollar Slumps For A Third Straight Day As U.S. Dollar Climbs
July 28, 2025
Tickers
FXC
UUP
Tags
Market News
Currencies/Forex
FXC
From
TalkMarkets
Currency Speculators Cut Their British Pound Bets To 22-Week Low
July 28, 2025
Tickers
FXA
FXB
FXC
FXE
Tags
FXB
FXE
FXC
From
TalkMarkets
USD/CAD Forecast Before The Fed And BoC Decisions
July 27, 2025
Tickers
FXC
UUP
Tags
Currencies/Forex
Market News
FXC
From
TalkMarkets
Pairs In Focus - DAX, Copper, Silver, Gold, Nasdaq 100, USD/CAD, USD/JPY, EUR/USD
July 27, 2025
Tickers
COPX
DAX
FXC
FXE
Tags
COPX
Market News
DAX
From
TalkMarkets
USD/CAD Weekly Forecast: Markets Brace For Fed, BoC Pause
July 27, 2025
Tickers
FXC
UUP
Tags
Market News
Currencies/Forex
FXC
From
TalkMarkets
Week Ahead: Supportive Dollar Technicals Vs Possible Dovish Hold By FOMC And Slower Jobs Growth
July 26, 2025
Tickers
FXA
FXB
FXC
FXY
Tags
UUP
FXY
FXC
From
TalkMarkets
US-Canada Tariff Talks Stall
July 25, 2025
Tickers
FXA
FXC
GOOG
OIL
Tags
OIL
Market News
FXA
From
TalkMarkets
USD/CAD Gathers Strength To Near 1.3650 As Canada's Retail Sales Shrink
July 24, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Market News
From
TalkMarkets
Canadian Dollar Snaps Winning Streak As U.S. Dollar Pares Losses
July 24, 2025
Tickers
FXC
UUP
Tags
Market News
Currencies/Forex
UUP
From
TalkMarkets
Canadian Dollar Eases Against US Dollar After Weak Retail Sales And Mixed US PMI Data
July 24, 2025
Tickers
FXC
UUP
Tags
Market News
Currencies/Forex
FXC
From
TalkMarkets
USD/CAD Edges Higher As US-Japan Trade Deal Offers Support To US Dollar
July 24, 2025
Tickers
FXC
UUP
Tags
FXC
UUP
Market News
From
TalkMarkets
Trade Deals Bolster Risk Appetites
July 23, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
FXB
FXE
Market News
From
TalkMarkets
Canadian Dollar Climbs As Greenback Losses Pile On
July 22, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Currencies/Forex
From
TalkMarkets
Tokyo Returns And Yen Stabilizes After Yesterday's Jump
July 22, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
FXE
FXB
Market News
From
TalkMarkets
USD/CAD Extends Downside Below 1.3700 Ahead Of Fed’s Powell Speech
July 21, 2025
Tickers
FXC
UUP
Tags
Market News
Currencies/Forex
UUP
From
TalkMarkets
Yen Jumps As Governing Coalition Loses Majority In Upper House
July 21, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
Market News
FXE
FXB
From
TalkMarkets
Pairs In Focus - Gold, EUR/USD, Nasdaq 100, GBP/USD, USD/CAD, Bitcoin, USD/MXN, USD/JPY
July 20, 2025
Tickers
BITCOMP
FXB
FXC
FXE
Tags
Commodities
bitcoin
Currencies/Forex
From
TalkMarkets
Euro Bets Hit 83-Week High, US Dollar Index Speculator Bets Gain For 3rd Week
July 19, 2025
Tickers
EWZ
FXA
FXB
FXC
Tags
FXB
EWZ
FXE
From
TalkMarkets
Week Ahead: State Of Dollar's Correction To Be Determined
July 19, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
Currencies/Forex
FXC
FXY
From
TalkMarkets
USD/CAD Forecast: Tests Major Resistance
July 18, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Market News
From
TalkMarkets
USD/CAD Forecast: Hits Resistance At 1.3750
July 17, 2025
Tickers
FXC
UUP
Tags
UUP
FXC
Market News
From
TalkMarkets
USD/CAD Trades With Mild Gains Above 1.3650, US Retail Sales In Focus
July 16, 2025
Tickers
FXC
UUP
Tags
Currencies/Forex
Market News
UUP
From
TalkMarkets
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