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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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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
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Analyzing GO Bonds
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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
INDEX FUNDS
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TAF sm Program
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EVENTS
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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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Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
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Tech stocks in focus as Netflix shares crater in premarket
April 20, 2022
Tickers
BKR
COMP
DJIA
NFLX
Tags
BX:TMUBMUSD10Y
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From
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Gold pulls back from 5-week high as dollar edges even higher
April 19, 2022
Tags
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From
MarketWatch
Gold rises toward $2,000 an ounce as Russia-Ukraine war continues
April 18, 2022
Tags
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Here’s what could trigger another risk-on, risk-on bout for stocks and bonds
April 18, 2022
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From
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Gold edges lower, threatens to snap 5-day winning streak
April 14, 2022
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GC00
GCM22
SIK22
From
MarketWatch
U.S. stock futures hold ground ahead of bank earnings
April 14, 2022
Tickers
C
COMP
DJIA
GS
Tags
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From
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Gold attempts to extend winning streak to 4 sessions
April 12, 2022
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From
MarketWatch
Gold pushes higher ahead of this week’s inflation data
April 11, 2022
Tags
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GCM22
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MarketWatch
Gold set to eke out weekly gain despite rising Treasury yields, dollar
April 08, 2022
Tags
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DXY
GC00
From
MarketWatch
‘Own some gold’ because consumer confidence is in the tank, says veteran chart watcher
April 07, 2022
Tickers
DJIA
SPX
Tags
GC00
DJIA
SPX
From
MarketWatch
Gold edges higher as Treasury yields pull back from 3-year highs
April 07, 2022
Tags
GC00
SIK22
GCM22
From
MarketWatch
Gold holds its ground as Treasury yields jump
April 06, 2022
Tags
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SI00
From
MarketWatch
Gold little changed as Treasury yields rise
April 05, 2022
Tags
BX:TMUBMUSD10Y
GC00
SIK22
From
MarketWatch
Gold edges higher to kick off week
April 04, 2022
Tags
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SIK22
From
MarketWatch
Bitcoin could reach $1.3 million in this scenario, VanEck says
April 01, 2022
Tickers
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USD-BITSTAMP
Tags
bitcoin
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DXY
From
MarketWatch
Gold under pressure as bond yields rise
April 01, 2022
Tags
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GCM22
From
MarketWatch
There may be little upside left in this stock rally, says Goldman Sachs. Here’s where it advises investors to put their money now.
March 31, 2022
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BRK-B
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From
MarketWatch
Gold edges higher as traders watch Russia-Ukraine developments
March 30, 2022
Tags
GCJ22
SIK22
SI00
From
MarketWatch
Stocks are rallying. The bond market is flashing a recession warning. How one expert explains the conundrum.
March 30, 2022
Tickers
AAPL
AMC
BABA
BLK
Tags
BX:TMUBMUSD10Y
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LULU
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MarketWatch
Why buying bitcoin directly is better than investing in crypto mining stocks, based on this valuation model
March 29, 2022
Tickers
BITCOMP
DGHI
DJIA
MARA
Tags
XOM
CL00
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From
MarketWatch
Why gold and platinum are a window into the stock market’s future and what investors can expect
March 29, 2022
Tickers
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From
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Wheat futures on track for lowest finish in a month on hopes for progress in Ukraine-Russia talks
March 29, 2022
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S00
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SIK22
From
MarketWatch
Gold falls as hints of progress in Russia-Ukraine talks crimp haven demand
March 29, 2022
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From
MarketWatch
Billionaires like Jeff Bezos are big on owning farmland. Here are some ways average investors can play this hot commodity.
March 29, 2022
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AAPL
AMC
AMD
AMZN
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Gold falters as dollar rises, investors eye Russia-Ukraine developments
March 28, 2022
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MarketWatch
Diamond hands and Corporate America to drive $900 billion of stock purchases, say Goldman’s strategists
March 28, 2022
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AAPL
AMC
AMD
AVGO
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YM00
NVDA
CL00
From
MarketWatch
Gold edges lower, but heads for weekly gain
March 25, 2022
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SIK22
GC00
GCJ22
From
MarketWatch
What traders think of U.S.-led efforts to block gold transactions by Russia’s central bank
March 24, 2022
Tickers
CME
Tags
RUBUSD
GCJ22
GC00
From
MarketWatch
Gold higher as Russia-Ukraine war enters second month
March 24, 2022
Tags
GC00
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From
MarketWatch
It’s the beginning of the end of globalization, say BlackRock’s Larry Fink and Oaktree’s Howard Marks
March 24, 2022
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AMC
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From
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