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What We Buy Currently
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TSL's Turnkey Operation Platform
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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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The bank best positioned for upcoming earnings is the most criticized one in Washington, says this Bank of America analyst
October 13, 2022
Tickers
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AMC
AMZN
APE
Tags
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An era of scarcity is coming. Three stocks to ride out stickier-for-longer inflation, from this fund manager.
October 06, 2022
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The stock market is surging as the U.S. dollar retreats. It’s all about bonds.
October 04, 2022
Tickers
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DJIA
SPX
Tags
BX:TMUBMUSD10Y
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Quite a pivot: Ray Dalio has just reversed his long-held stance on this key asset class.
October 04, 2022
Tickers
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Gold and bitcoin were touted as safe havens. Both cases are falling apart
October 03, 2022
Tickers
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USD-BITSTAMP
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This stock market strategist says the coming recession could be the biggest ever. ‘I recommend prayer.’
October 03, 2022
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TAN
Tags
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HG00
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From
MarketWatch
Central banks drove this vital skill out of investor brains. Here’s how to relearn it.
September 29, 2022
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AMC
AMZN
APE
Tags
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NIO
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From
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Gold falls to 2 1/2-year low as dollar extends rise
September 26, 2022
Tags
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BX:TMUBMUSD10Y
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From
MarketWatch
Morgan Stanley says investors should consider this port in the market storm right now
September 26, 2022
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AAPL
AMC
AMZN
APE
Tags
MULN
APE
CTXS
From
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Gold falls to lowest in more than 2 years as dollar, yields soar
September 23, 2022
Tags
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GC00
DXY
From
MarketWatch
Here’s why investors can forget a Santa Claus rally for the stock market this year, according to Citigroup
September 23, 2022
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Tags
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DXY
GC00
From
MarketWatch
Turbulent times call for a bigger, better moat. These ‘resilient’ companies will help investors get there, says Credit Suisse
September 22, 2022
Tickers
AAPL
ADSK
AIA
AMC
Tags
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The Dow tumbled 500 points because Jerome Powell’s Fed ‘isn’t going to blink’
September 21, 2022
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COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
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DJIA
From
MarketWatch
Why the Fed keeps its focus strictly on the U.S. economy even as its actions could push the whole world into recession
September 21, 2022
Tags
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FF00
UK:BRN00
From
MarketWatch
Gold attempts bounce off April 2020 low as Russia steps up Ukraine war
September 21, 2022
Tags
GCZ22
SIZ22
PLV22
From
MarketWatch
Jeffrey Gundlach says bonds are ‘wickedly cheap’ compared to stocks — and offers one way to get a 9% return without much risk
September 21, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
LEN
DXY
NVDA
From
MarketWatch
The mighty dollar may be about to crack, says this strategist, who offers stocks to watch on either side.
September 19, 2022
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AAPL
AMC
AMZN
APE
Tags
APE
TTWO
SPX
From
MarketWatch
Dow futures slump nearly 200 points as investors brace for more Fed tightening
September 19, 2022
Tickers
COMP
DJIA
SPX
Tags
BTCUSD
DJIA
ES00
From
MarketWatch
Gold attempts to steady near 2-year low
September 16, 2022
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DXY
GC00
From
MarketWatch
Silver is outperforming gold this month, and that’s just the start
September 15, 2022
Tickers
PAAS
WPM
Tags
SIZ22
WPM
PAAS
From
MarketWatch
Ray Dalio says watch out for rates hitting this level, because Wall Street stocks will take a 20% hit
September 15, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
AMC
BTCUSD
NIO
From
MarketWatch
This superbull at JPMorgan who called the summer rally sees a soft landing ahead. Here’s his advice on stocks and oil.
September 13, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CL/1
PTON
GME
From
MarketWatch
These three potential ‘naked swimmers’ threaten stocks and financial markets
September 12, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
AMC
NIO
BTCUSD
From
MarketWatch
Bullish traders may love this remarkable contrarian signal
September 09, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
GC00
TSLA
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From
MarketWatch
The recent whipsaw for stocks means the bear market is still with us, says this strategist
September 07, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
GC00
KC00
EURUSD
From
MarketWatch
Buy Newmont stock for its deep value and ‘very attractive’ dividend, UBS says
September 06, 2022
Tickers
NEM
SPX
Tags
GC00
CA:NGT
SPX
From
MarketWatch
U.S. stock futures advance as Wall Street returns from Labor Day break
September 06, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
BX:TMBMKDE/10Y
DJIA
From
MarketWatch
Wall Street reacts: there’s no signs of Fed backing off despite ‘cooling’ labor market
September 02, 2022
Tickers
COMP
DJIA
SPX
Tags
GC00
DXY
COMP
From
MarketWatch
When investors turn maximum bearish on gold — which might happen soon — expect a big turnaround in prices
September 02, 2022
Tickers
COMP
QQQ
SPX
Tags
QQQ
GC00
COMP
From
MarketWatch
These stocks will help you craft a bear-market survivor strategy, says this advisor.
September 01, 2022
Tickers
AAPL
ABBV
ABT
ALB
Tags
AMC
BTCUSD
NIO
From
MarketWatch
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