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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
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Municipal Bonds – Unique Asset Class
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
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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
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Total Asset Fund (TAF)
TAF sm Program
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EVENTS
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Event Schedule
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Featured Event
Calendar of Events
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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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Stock futures slide as China COVID restrictions spark fresh global growth fears
July 11, 2022
Tickers
COMP
DJIA
JPM
SPX
Tags
NQ00
CL/1
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From
MarketWatch
Commodity price declines may shape Fed’s rate-hike path, says economist
July 08, 2022
Tags
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From
MarketWatch
Short-term investors might want to sit out the volatility. But here’s what longer-term investors should do, says ex-SAC analyst.
July 08, 2022
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BABA
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U.S. stock futures dip as traders await jobs data after best winning run since March
July 08, 2022
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DJIA
SPX
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From
MarketWatch
Gold rebounds after longest losing streak in more than 3 years
July 07, 2022
Tags
PLV22
GC00
SIN22
From
MarketWatch
Here are some of the challenges gold investors face in the second half of 2022
July 07, 2022
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From
MarketWatch
Wall Street eyes fourth day of gains with tech set to lead again
July 07, 2022
Tickers
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DJIA
INTC
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COMP
From
MarketWatch
Gold hits 8.5 months low, silver weakest in 2 years
July 06, 2022
Tickers
SPX
Tags
SIN22
EURUSD
PL00
From
MarketWatch
U.S. stock futures struggle to make headway as traders await Fed minutes
July 06, 2022
Tickers
ARKK
COMP
DJIA
SPX
Tags
BTCUSD
SI00
GBPUSD
From
MarketWatch
Silver tumbles to weakest level in 2 years, while gold drops to lowest in 7 months
July 01, 2022
Tags
SI00
PL00
GC00
From
MarketWatch
Wall Street on course to continue its rotten run, with ISM manufacturing data in focus
July 01, 2022
Tickers
COMP
DJIA
MU
SPX
Tags
JP:NIK
ES00
DJIA
From
MarketWatch
Energy leads commodities surge with oil up roughly 50% in first half of 2022
June 30, 2022
Tags
HG00
XX:SPGSCI
RB00
From
MarketWatch
Gold heads for fourth straight day of declines as aggressive Fed diminishes metal’s luster
June 30, 2022
Tags
HG00
PA00
PL00
From
MarketWatch
Oil at $55? Why one strategist is betting against the only winning asset class of 2022.
June 30, 2022
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AAPL
AMC
AMZN
BBBY
Tags
WBA
AAPL
GC00
From
MarketWatch
Gold rises as European inflation data undermines dollar
June 29, 2022
Tags
GCQ22
DXY
GC00
From
MarketWatch
Gold, silver inch higher but remain stuck in range
June 28, 2022
Tickers
DJIA
Tags
DJIA
PA00
SI00
From
MarketWatch
Oaktree’s Howard Marks is finding bargains. ‘I am starting to behave aggressively,’ he says
June 28, 2022
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AAPL
AMC
AMZN
BABA
Tags
GME
CL/1
EVFM
From
MarketWatch
Gold prices slip, while recession fears drive copper to biggest weekly loss in a year
June 24, 2022
Tags
PAU22
SI00
PLN22
From
MarketWatch
Gold prices slip, copper tumbles to 16-month lows on recession fears
June 23, 2022
Tickers
DJIA
Tags
SIN22
CLQ22
GC00
From
MarketWatch
Gold prices climb as markets reverse prior day’s move
June 22, 2022
Tickers
DJIA
Tags
BX:TMUBMUSD02Y
SIN22
GC00
From
MarketWatch
Gold prices edge lower, platinum and palladium prices move sharply in opposite directions
June 21, 2022
Tickers
SPX
Tags
3YRM22
GC00
SIN22
From
MarketWatch
Bitcoin’s nosedive through the $20,000 mark is a Minsky Moment for crypto: ‘Psychologically for a lot of people, this is galling’
June 18, 2022
Tickers
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DJIA
SPX
USD-BITSTAMP
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GC00
SPX
From
MarketWatch
Gold futures edge lower after wild week for markets
June 17, 2022
Tickers
COMP
DJIA
SPX
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SI00
PLN22
PA00
From
MarketWatch
U.S. stock futures point to bounce, but S&P 500 facing worst week since 2020
June 17, 2022
Tickers
ADBE
AZN
COMP
DJIA
Tags
DXY
USDJPY
NQ00
From
MarketWatch
Real assets may still prosper as Fed fights inflation: it’s hard to get ‘inflationary genie’ back in the bottle, says this ETF portfolio manager
June 16, 2022
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AGG
ASHR
BITO
CNYA
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UNG
From
MarketWatch
Gold prices jump as dollar weakens, “risk off” mood dominates
June 16, 2022
Tickers
DJIA
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DXY
PL00
GC00
From
MarketWatch
In a tough post-Fed market, strategist finds opportunity knocking in a couple of this year’s hottest sectors
June 16, 2022
Tickers
AAPL
AES
AMC
AMZN
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FR:AIR
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From
MarketWatch
U.S. stock futures rise ahead of expected Fed hike, as ECB holds emergency meeting
June 15, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
NQ00
CL00
From
MarketWatch
Gold prices cede more ground as investors brace for Fed decision
June 14, 2022
Tickers
SPX
Tags
BX:TMUBMUSD10Y
BX:TMUBMUSD02Y
SPX
From
MarketWatch
Gold falters as U.S. dollar’s jump outshines haven appeal
June 13, 2022
Tags
GCQ22
DXY
SIN22
From
MarketWatch
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