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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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Gold futures climb closer to record highs in one fell swoop
December 14, 2023
Tags
GCG24
GC00
From
MarketWatch
Gundlach calls for 10-year yield to slide much further as Goldman forecasts three cuts in a row
December 14, 2023
Tickers
AAPL
ADBE
AMC
AMD
Tags
UK:BRN00
NIO
LEN
From
MarketWatch
Here’s what hit the Magnificent 7 stocks, and why the selling may continue.
December 12, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
BLBD
BX:TMUBMUSD10Y
DXY
From
MarketWatch
Inflation will have to get a lot worse to justify gold’s current price
December 11, 2023
Tags
GC00
From
MarketWatch
S&P 500 futures hold steady after best finish in 20 months
December 11, 2023
Tickers
COMP
DJIA
SPX
Tags
NQ00
USDJPY
COMP
From
MarketWatch
Investors might panic as inflation falls further — here’s the stock-market call of JPMorgan’s resolute bear
December 08, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
AMZN
CL/1
NQ00
From
MarketWatch
Gold just hit a record high. Is it too late for investors to add it to portfolios?
December 06, 2023
Tickers
BAR
GLD
PHYS
SGDM
Tags
GC00
SGDM
SGDLX
From
MarketWatch
What Charlie Munger and Grandma Ruth taught this money manager whose portfolio is up 50% this year.
December 05, 2023
Tickers
AAPL
ACN
AMC
AMZN
Tags
TSLA
TTWO
GC00
From
MarketWatch
Here’s why bitcoin and gold are both in rally mode approaching year-end
December 04, 2023
Tickers
BITCOMP
COMP
DJIA
SPX
Tags
COMP
GC00
GCZ23
From
MarketWatch
Wall Street ‘dash for trash’ is heating up as small caps, unprofitable tech and other speculative bets rally
December 04, 2023
Tickers
AMC
ARKK
COIN
COMP
Tags
GME
BTCUSD
COIN
From
MarketWatch
Technical strategist Tom DeMark says a top for Nasdaq and Dow could come as early as this week
December 04, 2023
Tickers
AAPL
ALK
AMC
AMZN
Tags
MARA
NVDA
HA
From
MarketWatch
U.S. stock futures slip following S&P 500’s fresh 2023 high, as bond yields rise
December 04, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Gold futures edge lower after topping $2,150
December 04, 2023
Tags
GC00
From
MarketWatch
Gold futures on track to settle at record high
December 01, 2023
Tags
GCG24
GC00
From
MarketWatch
Bill Gross says beaten-down mortgage plays may thrive — and offer huge yields
December 01, 2023
Tickers
AAPL
AGNC
AMC
AMZN
Tags
NQ00
CL/1
AMZN
From
MarketWatch
Gold prices are surging — what ETF investors need to know before adding some shine to their portfolios
November 30, 2023
Tickers
AI
AIYY
BLOK
DYNI
Tags
GLD
DXY
FXI
From
MarketWatch
These advisers say markets are expecting unrealistic outcomes. Here are some alternatives.
November 30, 2023
Tickers
AAPL
AMC
AMZN
BRK-A
Tags
AMZN
CL/1
NQ00
From
MarketWatch
Why Bill Ackman thinks the economy will need a Fed rate cut very early in 2024
November 29, 2023
Tickers
AAPL
AMC
AMZN
CMG
Tags
LVS
RDHL
WDAY
From
MarketWatch
S&P 500 futures flirt with four-month highs as bonds rally afresh
November 29, 2023
Tickers
COMP
CRM
DJIA
DLTR
Tags
YM00
GC00
WOOF
From
MarketWatch
Why the S&P 500 may sink as low as 3,100 next year, warn these bearish strategists
November 28, 2023
Tickers
AAPL
AMC
AMD
GME
Tags
ZS
YM00
NTAP
From
MarketWatch
Shares in U.K. online property site bounce as weak market sees sellers boost advertising
November 27, 2023
Tags
UK:SHEL
GC00
GBPUSD
From
MarketWatch
This group of 2022 losers surged 26% in January. Here are the flops one Wall Street veteran likes for the new year.
November 27, 2023
Tickers
AAPL
ALB
AMC
AMZN
Tags
MSFT
SQM
PLTR
From
MarketWatch
Buy stocks ahead of 2024 rate cuts, because once they start it’s less great, says strategist
November 24, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
GME
TSLA
GC00
From
MarketWatch
‘Too many skunks at the party.’ Bank of America strategist charts S&P 500’s path to 5,000
November 22, 2023
Tickers
AAPL
ADSK
AMC
AMD
Tags
JWN
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Gold prices top $2,000 an ounce, on track for highest finish since July
November 21, 2023
Tags
GC00
GCZ23
From
MarketWatch
A dip-buying year awaits investors in 2024 as S&P 500 finds ‘true bottom,’ says this Wall Street bank.
November 21, 2023
Tickers
AAPL
ADSK
AMC
AMZN
Tags
BX:TMUBMUSD02Y
ES00
DXY
From
MarketWatch
The stock market has rallied 63 times after a correction. Why this time is different, says Deutsche Bank.
November 20, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD10Y
NIO
SPX
From
MarketWatch
Bad news is good news for stocks right now — but not for long, says this strategist
November 17, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
PLTR
NVDA
YM00
From
MarketWatch
The firm that’s been saying cash is king says now is the time to switch to stocks
November 16, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
TSLA
GC00
GME
From
MarketWatch
Hedge-fund manager who called last year’s tech crash bets on Florida, oil drillers and this commodity
November 15, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
LSXMK
BX:TMUBMUSD10Y
ES00
From
MarketWatch
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