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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
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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Investing During Uncertain Times
Read FULL Seminar Here
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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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Gold extends bounce from 3-month low
May 17, 2022
Tags
GCM22
DXY
HGN22
From
MarketWatch
Gold slides below $1,800 an ounce after biggest weekly fall in 11 months
May 16, 2022
Tags
PAM22
GCM22
SIN22
From
MarketWatch
Gloomy Goldman offers 20 ‘safety’ stocks with valuations below the previous 2 bear markets
May 16, 2022
Tickers
AAPL
AMC
AMZN
BBIG
Tags
MULN
YM00
DXY
From
MarketWatch
Gold falls, on track for fourth straight weekly decline
May 13, 2022
Tags
PLN22
DXY
HGN22
From
MarketWatch
U.S. stocks futures swing higher as S&P 500 fights off bear market territory
May 13, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
YM00
GC00
From
MarketWatch
Meltdown of a so-called stablecoin shows urgent need for regulation to protect consumers
May 12, 2022
Tags
LUNAUSD
GC00
USDTUSD
From
MarketWatch
Gold attempts bounce off 3-month low ahead of key inflation reading
May 11, 2022
Tags
GCM22
SIN22
GC00
From
MarketWatch
Gold little changed as dollar rally cools
May 10, 2022
Tags
PLN22
DXY
HGN22
From
MarketWatch
Here’s a list of 50 companies that are well-armed to beat back inflation
May 10, 2022
Tickers
AAPL
AMC
AMZN
BHVN
Tags
BX:TMUBMUSD02Y
DXY
ES00
From
MarketWatch
U.S. stock futures climb after three days of heavy selling
May 10, 2022
Tickers
COMP
DJIA
GRPN
PLUG
Tags
DJIA
PLUG
BTCUSD
From
MarketWatch
This Wall Street legend has lived through every bear market since the 1950s. He says the one coming could hit the S&P 500 with a 30% loss
May 09, 2022
Tickers
SPX
Tags
SPX
GC00
From
MarketWatch
Gold futures slip as traders pick dollar as haven for Fed rate hike cycle
May 09, 2022
Tags
DXY
GC00
From
MarketWatch
Gold inches higher as investors wait for U.S. employment data
May 06, 2022
Tags
NQ00
HGN22
ES00
From
MarketWatch
Stock futures struggle for traction after dramatic day of selling, as nonfarm payrolls data looms
May 06, 2022
Tickers
COMP
DJIA
SPX
Tags
GC00
YM00
BX:TMUBMUSD30Y
From
MarketWatch
This trader predicted the bond meltdown, tech selloff and oil’s surge. Here’s what she says is coming next.
May 05, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
PDD
USDJPY
K
From
MarketWatch
Gold futures climb over $20 after Powell dials back expectations of 75 basis point rate hike
May 05, 2022
Tags
SI00
GC00
From
MarketWatch
Gold steady as investors prepare for largest Fed rate hike since 2000
May 04, 2022
Tags
PLN22
HGN22
PAM22
From
MarketWatch
Gold steadies after rising yields, dollar send bulls ‘out on a stretcher’
May 03, 2022
Tags
GCM22
SIK22
DXY
From
MarketWatch
Stocks may keep sliding until institutions join retail investors in capitulation, this firm says
May 03, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
GME
TSLA
GC00
From
MarketWatch
Gold sinks after suffering biggest monthly loss since September
May 02, 2022
Tags
GC00
GCM22
SIK22
From
MarketWatch
Gold moves higher as dollar rally relents
April 29, 2022
Tags
PAM22
GCM22
SIN22
From
MarketWatch
Gold struggles for direction after drop in U.S. gross domestic product
April 28, 2022
Tags
SIK22
GCM22
GC00
From
MarketWatch
Gold dips back below $1,900 an ounce as U.S. dollar jumps
April 27, 2022
Tags
PLN22
HGN22
DXY
From
MarketWatch
Gold edges higher after falling to 2-month low
April 26, 2022
Tags
HGK22
PLN22
GC00
From
MarketWatch
A secular bear market is here, says this money manager. These are the key steps for investors to take now.
April 26, 2022
Tickers
AMZN
CMG
GE
GM
Tags
XX:000300
YM00
GOOGL
From
MarketWatch
Gold falls as investors sidestep precious metal for more attractive safe havens
April 25, 2022
Tickers
DJIA
Tags
DXY
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
U.S. stock futures tumble as China COVID concerns add to worries over Fed’s rate-hike pace
April 25, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
GOOGL
YM00
GC00
From
MarketWatch
Gold loses ground, on track for weekly loss
April 22, 2022
Tags
BX:TMUBMUSD10Y
SIK22
GCM22
From
MarketWatch
Gold on track for third straight decline
April 21, 2022
Tags
GC00
SIK22
GCM22
From
MarketWatch
Gold edges lower after pulling back from 5-week high
April 20, 2022
Tags
SIK22
GCM22
GC00
From
MarketWatch
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