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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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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Canadian Dollar Grapples With Volatile Greenback As Trump Steps Up Powell Attacks
July 16, 2025
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FXC
UUP
Tags
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Market News
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The Bank Of Canada Is Likely To Maintain Its Hawkish Stance At The Next Meeting
July 16, 2025
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USD/CAD Posts Modest Losses Below 1.3750 Amid Muted Chance Of BoC Rate Cut
July 15, 2025
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July 15, 2025
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July 14, 2025
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Week Ahead: U.S. CPI And Import Prices May Keep Fed's Stand Pat Decision Unanimous Amid Threats Of A Higher Universal Tariff
July 12, 2025
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USD/CAD Forecast: Building A Base
July 12, 2025
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The Dollar and Yield Curve Could See a Massive Breakout
July 11, 2025
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FXC
IEF
TLT
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Canadian Dollar Tests Low Side Despite Upswing In Canadian Labor Data
July 11, 2025
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UUP
Tags
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Currencies/Forex
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USD/CAD Forming A Corrective Bounce, Resistance Is At 1.3870
July 11, 2025
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US Tariffs Unsettle The Markets While The UK's May GDP Unexpectedly Contracted
July 11, 2025
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USD/CAD Forecast: Yield Slump Puts Brakes On Dollar’s Rally
July 10, 2025
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USD/CAD Forecast: Double Bottom Pattern
July 10, 2025
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FXC
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USD/CAD Posts Modest Gain Above 1.3650 On Firmer US Dollar
July 09, 2025
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UUP
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FXC
UUP
Currencies/Forex
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Canadian Dollar Corkscrews As Market Sentiment Roils On Fresh Tariff Threats
July 08, 2025
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UUP
Tags
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USD/CAD Holds Positive Ground Above 1.3650 Amid Firmer US Dollar
July 07, 2025
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UUP
FXC
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US Dollar Extends Recovery; Tariffs Loom But Now August 1
July 07, 2025
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USD/CAD Forecast: Here’s Why The Canadian Dollar Is Surging
July 06, 2025
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USD/CAD Weekly Forecast: Optimism Grows On Trade Talks
July 06, 2025
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Week Ahead: U.S. Liberation Day Redux After Jobs Data Reinforce Fed's Patience, And RBA To Cut
July 05, 2025
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FXC
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UUP
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Weekly Commentary: Big, Ugly Crisis Of Confidence
July 05, 2025
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FXY
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What Does The Taiwan Dollar Know That The S&P 500 Doesn’t?
July 05, 2025
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FXE
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Canadian Dollar Trudges Higher After Key U.S. Jobs Data Sparks Further Risk Appetite
July 03, 2025
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FXC
UUP
Tags
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Asia And Europe Markets Mixed, Dollar Near 3-Year Lows - Global Markets Today While US Slept
July 03, 2025
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Tags
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USD/CAD Extends Downside Below 1.3600 On Downbeat U.S. ADP Employment Data
July 02, 2025
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Tags
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FXC
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Dollar Bears Taking The Day Off?
July 02, 2025
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FXE
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USD/CAD Forex Signal: Dollar Bounces Near 1.35 Support After Hot JOLTS Data
July 02, 2025
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FXC
UUP
Tags
Market News
Currencies/Forex
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Asia Markets Mixed, Europe Rises While Dollar Gains - Global Markets Today While US Slept
July 02, 2025
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
EWU
FLAX
GSG
From
Benzinga
USD/CAD Price Forecast: Trades Tightly Around 1.3650
July 02, 2025
Tickers
FXC
UUP
Tags
Market News
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UUP
From
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