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What We Buy Currently
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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
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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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4 ways the Israel-Hamas war could end — and the risks to your investments
November 13, 2023
Tags
GC00
From
MarketWatch
Stocks may struggle until Thanksgiving as bond yields bounce. And one sector in particular is a turkey.
November 10, 2023
Tickers
AAPL
AMC
AMZN
DEO
Tags
BX:TMUBMUSD10Y
U
RUT
From
MarketWatch
Gold touches lowest price in nearly 3 weeks
November 07, 2023
Tags
GC00
GCZ23
From
MarketWatch
Stock traders are too bullish and that’s bearish for the market
November 06, 2023
Tickers
GDX
Tags
GC00
GDX
From
MarketWatch
Why the Fed’s decision to hold rates steady could lift gold back above $2,000
November 02, 2023
Tickers
BAR
Tags
GCZ23
BX:TMUBMUSD10Y
BAR
From
MarketWatch
Don’t worry about an AI bubble. It hasn’t been the key driver for tech, says Deutsche Bank
November 02, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
LLY
PTON
GME
From
MarketWatch
This fund manager was right that recession fears were overhyped. Now he’s betting on strip malls and these other megatrends.
November 01, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
AMZN
ETSY
KHC
From
MarketWatch
Israel-Hamas war has potential to fuel oil-price shock that can disrupt food security: World Bank
October 31, 2023
Tags
GC00
CLZ23
UK:BRNZ23
From
MarketWatch
Gold looks to settle above $2,000, at highest since end of July
October 30, 2023
Tags
GCZ23
GC00
From
MarketWatch
The market’s in a funk. Why now is an attractive entry point for long-term investors, says JPMorgan strategist.
October 30, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
MCD
DIS
IEF
From
MarketWatch
Oil ticks lower, markets hold steady as Israel launches Gaza ground offensive
October 29, 2023
Tickers
COMP
DJIA
SPX
Tags
CLZ23
ES00
DJIA
From
MarketWatch
High-yielding stocks have been the worst bet this year. Here’s one way to improve that.
October 27, 2023
Tickers
AAPL
AMC
AMZN
BXP
Tags
TSLA
GC00
UK:BRN00
From
MarketWatch
Gold is officially outperforming stocks in 2023 as October rally continues
October 26, 2023
Tickers
SPX
Tags
GC00
SPX
XX:SP500EW/45
From
MarketWatch
‘Risk of an oil shock is rising’ due to Mideast war, says BCA Research
October 24, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD05Y
BX:TMUBMUSD10Y
BX:TMUBMUSD01Y
From
MarketWatch
Israel-Hamas war sees investors shun most traditional havens, except for these two
October 23, 2023
Tickers
DJIA
SPX
VIX
Tags
BX:TMUBMUSD10Y
USDCHF
DJIA
From
MarketWatch
Morgan Stanley’s Wilson: Next rally attempt will fail as investors are punishing earnings reports.
October 23, 2023
Tickers
AAPL
AMC
AMZN
CVX
Tags
GME
NQ00
NVDA
From
MarketWatch
Gold prices top $2,000 intraday for the first time since early August
October 20, 2023
Tags
GCZ23
BX:TMUBMUSD10Y
GC00
From
MarketWatch
From the MGM hack to satellite failures, this fund manager had a rough quarter but is sticking with ‘stupid cheap’ picks
October 20, 2023
Tickers
AAPL
AMC
AMZN
ANGI
Tags
SSP
AMZN
AXP
From
MarketWatch
S&P 500 futures steady as a week of soaring bond yields, geopolitics take a toll
October 20, 2023
Tickers
AMZN
AXP
COMP
DJIA
Tags
GC00
COMP
BX:TMUBMUSD02Y
From
MarketWatch
Why gold prices are up as investors look to Powell’s remarks for hints on the outlook for interest rates
October 19, 2023
Tags
GC00
GCZ23
From
MarketWatch
Stanley Druckenmiller said central banks, not earnings, move markets. Today is the day to pay attention.
October 19, 2023
Tickers
AAL
AAPL
AMC
AMZN
Tags
NVDA
GME
CL/1
From
MarketWatch
Gold’s surge beats stocks over the past year as Israel-Hamas war drives bids
October 18, 2023
Tickers
COMP
DJIA
SPX
Tags
GC00
SPX
DJIA
From
MarketWatch
From bonds to transports, the message is clear, says technical strategist: ‘The high for equities is not in.’
October 18, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
ADBE
MS
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures ease as Treasury yields hit fresh highs, Tesla results loom
October 18, 2023
Tickers
COMP
DJIA
LRCX
MS
Tags
BX:TMUBMUSD10Y
LRCX
MS
From
MarketWatch
Bonds and gold: Strategist adds to positions as geopolitical worries intensify
October 17, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
COMP
SPX
GS
From
MarketWatch
S&P 500 futures drift as Goldman Sachs and Bank of America earnings awaited
October 17, 2023
Tickers
BAC
BK
C
COMP
Tags
JNJ
GC00
UK:BRN00
From
MarketWatch
Haven demand unlikely to lift gold prices to record, analysts say
October 16, 2023
Tags
GCZ23
GC00
From
MarketWatch
Welcome to ‘Pantophobia.’ Markets have a ‘fear of everything,’ says BNY-Mellon.
October 13, 2023
Tickers
COMP
JPM
SPX
WFC
Tags
WFC
GC00
JPM
From
MarketWatch
Investors flock to safe-haven gold, sharply lifting prices for the metal to their highest in nearly 3 weeks
October 13, 2023
Tags
GC00
GCZ23
From
MarketWatch
Tech stocks like Amazon and CrowdStrike will rip higher this earnings season, says Wedbush’s Ives. Here’s why.
October 13, 2023
Tickers
AAPL
ACI
AMC
AMZN
Tags
SPX
NVDA
CL/1
From
MarketWatch
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