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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
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Daily Market Outlook - Monday, June 23
June 23, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
Cryptocurrencies
Market News
FXY
From
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EUR/USD Forex Signal: On Edge Amid Rising Geopolitical Tensions
June 23, 2025
Tickers
FXE
UUP
Tags
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UUP
Market News
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EUR/GBP Gathers Strength Above 0.8550 Ahead Of Eurozone/UK PMI Releases
June 23, 2025
Tickers
FXB
FXE
Tags
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FXE
Currencies/Forex
From
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FX Daily: Geopolitics Impact On FX Remains Contained
June 23, 2025
Tickers
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FXE
UUP
Tags
Currencies/Forex
Market News
UUP
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June 23, 2025
Tickers
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FXE
FXY
GLD
Tags
Currencies/Forex
Commodities
GLD
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Weekly Forex Forecast - Sunday, June 22
June 22, 2025
Tickers
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GLD
OIL
SLV
Tags
Currencies/Forex
UCO
GLD
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June 22, 2025
Tickers
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FXB
FXE
GLD
Tags
Commodities
Stocks / Equities
GLD
From
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June 21, 2025
Tickers
DBO
FXE
FXY
SPY
Tags
DBO
FXE
Currencies/Forex
From
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EUR/USD Weekly Forecast: Dollar Gains Ahead Of EU, U.S. Data
June 21, 2025
Tickers
FXE
UUP
Tags
UUP
FXE
Market News
From
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EUR/USD Jumped As Trump Held Fire On Iran, Waller Fueled Cut Bets
June 21, 2025
Tickers
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UUP
Tags
Financial
Currencies/Forex
Market News
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June 21, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
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Financial Markets Report For Friday, June 20
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Tickers
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BNO
DIA
FXB
Tags
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USO
Stocks / Equities
From
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Market Talk - Friday, June 20
June 20, 2025
Tickers
AAXJ
DAX
FXE
FXY
Tags
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OIL
NDX
From
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Daily Market Outlook - Friday, June 20
June 20, 2025
Tickers
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FXA
FXB
FXC
Tags
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FXC
Market News
From
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Bank Of England Set To Cut Rates In August After June Pause
June 19, 2025
Tickers
FXB
FXE
Tags
Currencies/Forex
Market News
FXE
From
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EUR/USD Attempts To Come Back From Lows Weighed By The Risk-Off Market
June 19, 2025
Tickers
FXE
UUP
Tags
Market News
Currencies/Forex
UUP
From
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Daily Market Outlook - Thursday, June 19
June 19, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
FXY
Market News
Cryptocurrencies
From
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Elliott Wave Technical Analysis: Euro/U.S. Dollar - Thursday, June 19
June 19, 2025
Tickers
FXE
UUP
Tags
Market News
Currencies/Forex
FXE
From
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FX Daily: Big Central Bank Day Amid Geopolitical Volatility
June 19, 2025
Tickers
FXE
UUP
Tags
Market News
Currencies/Forex
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Financial Markets Report For Wednesday, June 18Ipad, Online, Tablet, Internet, Screen, Digital Image Source: Pixabay
June 19, 2025
Tickers
BITCOMP
BNO
DIA
FXB
Tags
NDX
UNG
OIL
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EUR/USD Capped Below 1.1500 As Fed Stays Put, Trump Fuels Dollar Strength
June 18, 2025
Tickers
FXE
UUP
Tags
Market News
Currencies/Forex
FXE
From
TalkMarkets
Market Talk - Wednesday, June 18
June 18, 2025
Tickers
AAXJ
DAX
FXE
FXY
Tags
UUP
NDX
FXY
From
TalkMarkets
Fed Still Leans In The Direction Of Cuts, But Timing Will Be Delayed
June 18, 2025
Tickers
FXE
UUP
Tags
Market News
UUP
FXE
From
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June 18, 2025
Tickers
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UUP
Tags
UUP
FXE
Market News
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Forex Today: WTI Crude Oil Near 4-Month High
June 18, 2025
Tickers
FXE
OIL
SLV
UUP
Tags
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SLV
Market News
From
TalkMarkets
Dollar Comes Back Softer Ahead Of FOMC Outcome
June 18, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
FXE
FXB
Currencies/Forex
From
TalkMarkets
Daily Market Outlook - Wednesday, June 18
June 18, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
Market News
FXY
Cryptocurrencies
From
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June 18, 2025
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
EEM
EWU
GXC
From
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June 18, 2025
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UUP
Tags
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UUP
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June 18, 2025
Tickers
FXB
FXE
OIL
UUP
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UUP
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