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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
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
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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Stock futures inch higher as investors wait for earnings kickoff from JPMorgan, other Wall Street banks
October 13, 2023
Tickers
BLK
C
COMP
DJIA
Tags
DJIA
ES00
JPM
From
MarketWatch
Investors are asking too much from the stock market, says this strategist.
October 12, 2023
Tickers
AAPL
AMC
AMZN
DAL
Tags
NIO
AMC
GOOGL
From
MarketWatch
Steer clear of these stocks where the economy is in trouble, says Steve Eisman of Big Short fame.
October 11, 2023
Tickers
AAPL
AMC
AMZN
BAC
Tags
BIRK
MULN
FMS
From
MarketWatch
Stock market likely to see 12% retreat ahead of recession, says trader who called ’87 crash
October 10, 2023
Tickers
DJIA
SPX
Tags
BTCUSD
GC00
DJIA
From
MarketWatch
Momentum traders set to buy the S&P 500 ‘in every scenario,’ says Goldman Sachs
October 10, 2023
Tickers
AAPL
AMC
AMZN
BLK
Tags
BX:TMUBMUSD10Y
PEP
GM
From
MarketWatch
Israel ETFs tumble the most since March 2020 as Israel-Hamas conflict intensifies
October 09, 2023
Tickers
COMP
DJIA
EIS
ISRA
Tags
COMP
IZRL
SPX
From
MarketWatch
Gold, U.S. dollar rally as investors flock to havens as Israel-Hamas war escalates
October 09, 2023
Tickers
TLT
Tags
CL00
TLT
NQ00
From
MarketWatch
U.K. energy group shares rally as Middle East conflict boosts oil prices
October 09, 2023
Tags
EURUSD
UK:EZJ
UK:BRN00
From
MarketWatch
From $150 oil to no impact at all: What the surprise attack on Israel means to markets
October 09, 2023
Tickers
AAPL
AMC
AMZN
BMY
Tags
TTOO
AMZN
NIO
From
MarketWatch
S&P 500 futures tumble after Hamas attacks Israel
October 09, 2023
Tickers
C
COMP
DJIA
JPM
Tags
JPM
DJIA
BX:TMBMKDE/10Y
From
MarketWatch
‘Fear trade’: Oil traders say Hamas attack on Israel puts focus on Iran, Saudi Arabia
October 08, 2023
Tickers
COMP
DJIA
SPX
Tags
GC00
UK:BRN00
DXY
From
MarketWatch
‘Don’t invest in the U.S.’ says GMO’s Jeremy Grantham, who sees a possible 50% stock pullback coming.
October 06, 2023
Tickers
AAPL
AMZN
GOOGL
KO
Tags
QQQ
META
GOOGL
From
MarketWatch
Spiking long yields are a danger for markets: here’s what may happen next and 5 things investors should do
October 06, 2023
Tickers
AAPL
AMC
AMZN
GME
Tags
QQQ
NIO
AMC
From
MarketWatch
Gold and miners are tumbling because bond yields and other drivers ‘are all headed in the wrong direction’
October 04, 2023
Tickers
GLD
GOLD
XAU
Tags
GC00
DXY
GLD
From
MarketWatch
5 charts show how rising bond yields are wreaking havoc in markets
October 04, 2023
Tickers
DJIA
GOLD
IWM
NDX
Tags
BX:TMUBMUSD30Y
DJIA
XHB
From
MarketWatch
Rates have cracked stocks below the surface, Bank of America derivatives strategists say
October 03, 2023
Tickers
SPX
VIX
XLU
Tags
GC00
VIX
XLU
From
MarketWatch
The ‘wild bunch’ have taken control of the bond market. Here’s where they could wreak havoc next.
October 03, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD02Y
TTOO
JD
From
MarketWatch
Gold appears headed for a ‘death cross’ just 5 months after teasing record highs
October 02, 2023
Tags
GCZ23
BX:TMUBMUSD10Y
GC00
From
MarketWatch
Volatility, gold and stocks to avoid: Citi delivers its shutdown playbook
September 29, 2023
Tickers
AAPL
ACN
AMC
BA
Tags
TTOO
NIO
AMC
From
MarketWatch
A surging U.S. dollar pressures gold to a nearly 6-month low
September 27, 2023
Tickers
SPX
Tags
GC00
DXY
SPX
From
MarketWatch
Gundlach fears a recession. Here are his low-risk, income-generating investment picks.
September 26, 2023
Tickers
AAPL
AMC
AMZN
COST
Tags
ES00
MULN
F
From
MarketWatch
Gold prices slightly higher after worst day in nearly two months
September 22, 2023
Tags
SIZ23
GCZ23
PAZ23
From
MarketWatch
Bill Ackman says go short the long bond. Here’s why.
September 22, 2023
Tickers
AAPL
AMC
AMZN
ATVI
Tags
TTOO
SCHL
BX:TMUBMUSD10Y
From
MarketWatch
Gold falls as U.S. dollar surges to 6-month high
September 21, 2023
Tags
GCZ23
SI00
SIZ23
From
MarketWatch
Gold prices climb for fifth day as traders await Fed decision
September 20, 2023
Tags
PLV23
GC00
SI00
From
MarketWatch
Gold ticks higher as traders await Fed meeting
September 19, 2023
Tags
SIZ23
GCZ23
GC00
From
MarketWatch
Gold prices tick higher as September Fed meeting looms
September 18, 2023
Tags
GCZ23
SI00
SIZ23
From
MarketWatch
‘Emerging markets have a China problem.’ This strategist favors India, which just hit a record.
September 14, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
NQ00
GME
CL00
From
MarketWatch
Here’s what the gold-silver price ratio tells us about silver
September 13, 2023
Tickers
EQX
Tags
SIZ23
GCZ23
DXY
From
MarketWatch
Gold prices slide as U.S. dollar climbs ahead of August inflation report
September 12, 2023
Tags
GC00
PLV23
PAZ23
From
MarketWatch
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