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Analyzing the Credit Quality of General Obligation Bonds
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What We Buy Currently
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
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Liquidity
Interest Rate Risk
Credit Risk
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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
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TAF sm Program
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EVENTS
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Event Schedule
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Event Schedule
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Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
Featured Quarterly Newsletter
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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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Latest News about GC00
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Mark Cuban says gold buyers are ‘dumb as f—,’ sparking a gold vs. bitcoin spat with Peter Schiff
December 29, 2022
Tickers
AMD
ARBK
BITCOMP
BITI
Tags
OSTK
bitcoin
BTF
From
MarketWatch
Gold advances toward highest level in more than 5 weeks as dollar weakens, recession fears mount
December 20, 2022
Tags
USDJPY
GC00
DXY
From
MarketWatch
Gold prices climb after last week’s pullback
December 19, 2022
Tags
SI00
SIH23
GCG23
From
MarketWatch
Investors still expect the Fed to lower interest rates in 2023
December 16, 2022
Tickers
SPX
Tags
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Gold prices rebound to pare their loss for the week
December 16, 2022
Tags
PLF23
GC00
SIH23
From
MarketWatch
Given up on Wall Street? Here’s how stocks could rally 20% next year, says veteran analyst
December 16, 2022
Tickers
AAPL
ADBE
AMC
AMZN
Tags
EXAS
AAPL
TSLA
From
MarketWatch
Is bitcoin still a good buy in 2023 after Sam Bankman-Fried’s FTX scandal?
December 15, 2022
Tickers
BITCOMP
COMP
DJIA
GOLD
Tags
DJIA
bitcoin
GOLD
From
MarketWatch
Gold adds to post-Fed losses as dollar strengthens
December 15, 2022
Tags
PLF23
DXY
GC00
From
MarketWatch
Tesla and four other laggards should be avoided next year, this technical analyst says
December 15, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
ES00
CORZ
BBBY
From
MarketWatch
Gold pulls back from nearly 6-month high ahead of Fed decision
December 14, 2022
Tags
PLF23
GC00
SIH23
From
MarketWatch
Gold trades modestly higher as investors await inflation report
December 13, 2022
Tags
GC00
PLF23
SIH23
From
MarketWatch
Gold softens as investors brace for inflation report and more central-bank rate hikes
December 12, 2022
Tags
GCG23
HGH23
PAH23
From
MarketWatch
Gold prices hold above $1,800 per ounce after U.S. PPI data
December 09, 2022
Tags
GC00
PLF23
GCG23
From
MarketWatch
Gold prices steady near $1,800 per ounce after back-to-back gains
December 08, 2022
Tags
SI00
SIH23
HGH23
From
MarketWatch
World Gold Council outlines what’s in store for gold with the global economy at a ‘crossroads’
December 08, 2022
Tags
GCG23
GC00
From
MarketWatch
Gold futures eye back-to-back gains
December 07, 2022
Tags
PLF23
DXY
GC00
From
MarketWatch
Gold trades just below key $1,800 level as U.S. dollar softens
December 06, 2022
Tags
PLF23
DXY
GC00
From
MarketWatch
Gold at $3,000? After a war-torn and inflation-racked year, here are some outrageous predictions worth pondering.
December 06, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
ES00
BBBY
TOL
From
MarketWatch
Gold retreats from 4-month high as worries about Friday’s U.S. jobs data limit gains
December 05, 2022
Tags
SIH23
PAH23
GCG23
From
MarketWatch
There’s a strong possibility that the bear market in stocks is over as investors have given up hope
December 02, 2022
Tickers
COMP
DJIA
SPX
Tags
GC00
COMP
DJIA
From
MarketWatch
Gold futures edge lower ahead of jobs report after biggest daily gain in more than 2 years
December 02, 2022
Tags
GCG23
PAH23
HGH23
From
MarketWatch
The Fed pivot will be good for gold in 2023, says Bank of America
December 02, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
GC00
TSLA
AAPL
From
MarketWatch
Gold gains ground as dollar, bond yields extend retreat
December 01, 2022
Tags
DXY
PLF23
GC00
From
MarketWatch
This trader sees a 43% drop for the S&P 500 and says to take shelter in these ETFs instead.
December 01, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BILS
BX:TMUBMUSD02Y
COMP
From
MarketWatch
U.S. stock futures pause after Powell-inspired bounce
December 01, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
BX:TMUBMUSD02Y
SPX
From
MarketWatch
Gold futures climb ahead of remarks from Powell
November 30, 2022
Tags
HGH23
PAH23
GCG23
From
MarketWatch
Banks are short more than $1 trillion in capital, this analyst says, who fears the shortfall will only get worse
November 30, 2022
Tickers
AMC
AMGN
APE
BABA
Tags
AMC
NIO
FR:SAN
From
MarketWatch
Gold gains ground as dollar pulls back
November 29, 2022
Tags
PLF23
HGZ22
PAZ22
From
MarketWatch
Stock investors should ‘focus on the marathon, not the sprint’. Think S&P 500 at 6,000 by 2032, says BofA
November 29, 2022
Tickers
AAPL
ADBE
AMC
AMZN
Tags
BX:TMUBMUSD02Y
HK:HSI
AAPL
From
MarketWatch
‘I believe the economy is the biggest bubble in world history,’ says ‘Rich Dad, Poor Dad’s Robert Kiyosaki: ‘God have mercy on us all’
November 25, 2022
Tickers
DJIA
SPX
Tags
DJIA
SPX
GC00
From
MarketWatch
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