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home
about us
Investment Approach
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Market Analysis Summary
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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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Daily Market Outlook - Monday, May 12
May 12, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
SPX
Currencies/Forex
Stocks / Equities
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May 12, 2025
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AGOV
ASHR
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Tags
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UNG
From
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EUR/GBP Edges Lower Below 0.8450 On Dovish ECB Tone
May 12, 2025
Tickers
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FXE
Tags
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FXB
Market News
From
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FX Daily: Reality Check On US-China Talk Progress
May 12, 2025
Tickers
FXB
FXE
UUP
Tags
FXB
UUP
FXE
From
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Markets At A Crossroads: Technical Patterns And Inflation Risks Shape Outlook
May 11, 2025
Tickers
FXE
FXY
NDX
SPX
Tags
SPX
NDX
FXY
From
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Why Gold Is Now the World’s Go-To Escape Plan - And How You Can Join In
May 11, 2025
Tickers
FXE
FXY
GLD
UUP
Tags
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Currencies/Forex
Commodities
From
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Pairs In Focus - Gold, GBP/USD, USD/CAD, EUR/USD, Dax, Nasdaq 100, Bitcoin, USD/JPY
May 11, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
Commodities
GLD
Currencies/Forex
From
TalkMarkets
EUR/USD Weekly Forecast: Break and Retest Points To A Rebound
May 11, 2025
Tickers
FXE
UUP
Tags
Currencies/Forex
Market News
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From
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Reaction To Sino-American Trade Talks, US CPI, Japan And UK Q1 GDP, And Banxico To Cut 50 Bp
May 10, 2025
Tickers
FXA
FXB
FXC
FXE
Tags
FXA
Financial
FXY
From
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EUR/USD Price Prediction And Week Ahead Analysis
May 10, 2025
Tickers
FXE
UUP
Tags
FXE
UUP
Market News
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A Swiss Treat Or A Swiss Miss?
May 09, 2025
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FXY
SPX
UUP
Tags
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UUP
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Market Talk - Friday, May 9
May 09, 2025
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AAXJ
DAX
FXE
FXY
Tags
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DAX
SPX
From
TalkMarkets
EUR/USD Outlook Weakened As Dollar Rises On Trade Optimism
May 09, 2025
Tickers
FXE
UUP
Tags
UUP
FXE
Currencies/Forex
From
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China Replaced US Demand; Will The US Replace Chinese Supply?
May 09, 2025
Tickers
FXA
FXB
FXE
FXY
Tags
Currencies/Forex
FXE
FXB
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Daily Market Outlook - Friday, May 9
May 09, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
Currencies/Forex
SPX
Stocks / Equities
From
TalkMarkets
Asia Markets Mixed, Eurozone Gains; Oil Rises On Trade Deal Hopes - Global Markets Today While US Slept
May 09, 2025
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
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BOIL
IEMG
From
Benzinga
FX Daily: Market-Pleasing Trump Is Helping The Dollar
May 09, 2025
Tickers
FXB
FXE
UUP
Tags
FXB
FXE
UUP
From
TalkMarkets
EUR/USD Fumbles Again As Trade Deal Hopes Bolster Greenback Bids
May 08, 2025
Tickers
FXE
UUP
Tags
UUP
FXE
Market News
From
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Financial Markets Report For Thursday, May 8
May 08, 2025
Tickers
BITCOMP
BNO
DIA
FXB
Tags
BNO
FXB
FXE
From
TalkMarkets
Market Talk - Thursday, May 8
May 08, 2025
Tickers
AAXJ
DAX
FXE
FXY
Tags
UUP
Market News
NDX
From
TalkMarkets
Trade Deal With The US Fails To Buoy Sterling Ahead Of The Bank Of England Rate Cut
May 08, 2025
Tickers
FXA
FXB
FXE
FXY
Tags
FXY
Market News
FXA
From
TalkMarkets
Daily Market Outlook - Thursday, May 8
May 08, 2025
Tickers
BITCOMP
FXB
FXE
FXY
Tags
Currencies/Forex
SPX
Stocks / Equities
From
TalkMarkets
FX Daily: Trade And Bank Of England Decision Important For GBP Today
May 08, 2025
Tickers
FXB
FXE
UUP
Tags
UUP
FXE
FXB
From
TalkMarkets
SPDR ETF Report For Wednesday, May 7
May 08, 2025
Tickers
AI
AVGO
BND
COPX
Tags
HOOD
UUP
ETFs
From
TalkMarkets
EUR/USD Holds Steady Above 1.1300 Amid Softer USD; Lacks Bullish Conviction
May 08, 2025
Tickers
FXE
UUP
Tags
FXE
UUP
Currencies/Forex
From
TalkMarkets
Financial Markets Report For Wednesday, May 7
May 07, 2025
Tickers
BITCOMP
BNO
DIA
FXB
Tags
Currencies/Forex
UCO
FXB
From
TalkMarkets
Powell Channels Cool-Hand Luke, And Trump Ropes The Bears With AI Rhetoric
May 07, 2025
Tickers
FXE
FXY
SPX
UUP
Tags
UUP
Market News
FXY
From
TalkMarkets
Market Talk - Wednesday, May 7
May 07, 2025
Tickers
AAXJ
DAX
FXE
FXY
Tags
DAX
FXE
INDA
From
TalkMarkets
US-China Trade Talks This Weekend Help Stabilize The Greenback Ahead Of FOMC
May 07, 2025
Tickers
FXB
FXC
FXE
FXY
Tags
FXE
FXB
Currencies/Forex
From
TalkMarkets
Forex Today: Fed Almost Unanimously Expected To Hold Rates Steady
May 07, 2025
Tickers
BITCOMP
FXE
FXY
UUP
Tags
Currencies/Forex
FXE
BITCOMP
From
TalkMarkets
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