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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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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Analyzing GO Bonds
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General Price Analysis of Municipal Bonds
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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
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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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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
Featured Articles
Contrarian Notes Blog
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Gold prices have been surging, but the rally is on shaky ground
March 04, 2022
Tickers
COMP
DJIA
SPX
Tags
GC00
COMP
SPX
From
MarketWatch
Gold futures rise as Russia seizes Ukraine nuclear plant
March 04, 2022
Tags
GCJ22
SIK22
SI00
From
MarketWatch
Russia’s invasion of Ukraine is bitcoin’s first big test to topple gold as a safe haven
March 04, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
BTCUSD
GC00
bitcoin
From
MarketWatch
Weighed by worries over Russia-Ukraine war, European stocks face worst week since October 2020
March 04, 2022
Tickers
BP
FB
HSBC
SHEL
Tags
DE:63DA
UK:BP
TTE
From
MarketWatch
Gold resumes rise Thursday as Russia’s assault on Ukraine intensifies
March 03, 2022
Tags
GCJ22
GC00
From
MarketWatch
Citi is moving back into U.S. equities because they see a rebound coming for this beaten-down sector
March 03, 2022
Tickers
AAPL
AMC
AVGO
BIG
Tags
SWBI
SG
USDRUB
From
MarketWatch
Gold prices pull back as investors await economic reports, Powell testimony
March 02, 2022
Tags
GC00
GCJ22
From
MarketWatch
The last time oil spiked like this, the world escaped recession. Why the risks are higher this time.
March 02, 2022
Tickers
AAPL
AMC
AMZN
DWAC
Tags
NQ00
NFLX
MSFT
From
MarketWatch
Gold futures extend rise above $1,900 as flight to havens continues amid Russia’s attack on Ukraine
March 01, 2022
Tags
GCJ22
CL/1
BX:TMUBMUSD10Y
From
MarketWatch
In a challenging environment, these stocks are delivering what the market wants to see, says Morgan Stanley
March 01, 2022
Tickers
AAPL
AMC
AZO
CRM
Tags
CVX
FB
ES00
From
MarketWatch
These are the most important S&P 500 and Nasdaq levels to watch right now, says this strategist
February 28, 2022
Tickers
AAP
AAPL
AMC
BRK-A
Tags
MULN
CAR
CL00
From
MarketWatch
Putin’s war promises to crush the global economy with inflation and much slower growth
February 25, 2022
Tickers
DJIA
GDOW
SPX
Tags
GDOW
CHFUSD
UK:WBS00
From
MarketWatch
Gold futures retreat but hold above $1,900 as Russian attack on Kyiv intensifies
February 25, 2022
Tags
GC00
GCJ22
From
MarketWatch
Why the energy shock from Russia’s invasion of Ukraine won’t wreck the stock market
February 25, 2022
Tickers
AAPL
AMC
BRK-A
BRK-B
Tags
NKLA
BRK/B
SPX
From
MarketWatch
U.S. stock futures fall amid Ukraine invasion jitters, despite late rally on Wall Street
February 24, 2022
Tickers
COMP
DJIA
SPX
Tags
BTCUSD
UK:BRNJ22
ES00
From
MarketWatch
Bitcoin, ‘digital gold’ or ‘the ultimate risk asset’? Ukraine invasion puts the crypto’s long-term value to the test
February 24, 2022
Tickers
AMD
BITCOMP
BITO
BTF
Tags
NVDA
DOGEUSD
XBTF
From
MarketWatch
Ukraine invasion sends wheat, corn and oil soaring because Russia is a ‘commodity superstore’
February 24, 2022
Tickers
DJIA
SPX
Tags
C00
BX:TMUBMUSD10Y
CK22
From
MarketWatch
Swallow your fear and prepare for a ‘relief rally,’ says analyst, as Russia invasion in Ukraine sparks stock-market maelstrom
February 24, 2022
Tickers
AAPL
AMC
BABA
BYND
Tags
GME
CL00
NVDA
From
MarketWatch
Gold surges 3% as Russian invasion in Ukraine sparks flight to safety
February 24, 2022
Tags
BX:TMUBMUSD10Y
GCJ22
DXY
From
MarketWatch
Treasury yields drop sharply as Russia mounts full-fledged attack on Ukraine
February 24, 2022
Tickers
DJIA
SPX
Tags
CL/1
BX:TMUBMUSD02Y
SPX
From
MarketWatch
Gold futures pull back despite Ukraine-Russia strife, sliding dollar
February 23, 2022
Tags
BX:TMUBMUSD10Y
GCJ22
DXY
From
MarketWatch
A bear market is coming, and with it ways to make money not seen in 40 years, says this strategist
February 23, 2022
Tickers
AAPL
ATVI
BABA
DWAC
Tags
BX:TMUBMUSD10Y
HLF
TAP
From
MarketWatch
Russia-Ukraine conflict is a worry, but this is still the biggest threat for stock investors, says JPMorgan
February 22, 2022
Tickers
AAPL
AMC
AN
BABA
Tags
GME
NVDA
CAG
From
MarketWatch
Gold rallies to highs not seen in more than a year as Russia’s Putin orders forces to breakaway regions in Ukraine
February 21, 2022
Tags
GC00
GCJ22
From
MarketWatch
European stocks and U.S. equity futures wobble as Kremlin says U.S-Russia summit not a done deal
February 21, 2022
Tickers
ASML
AZN
BESVF
CS
Tags
DXY
BESVF
CS
From
MarketWatch
What the threat of a Russian invasion of Ukraine means for markets
February 19, 2022
Tickers
COMP
SPX
Tags
SPX
CL00
CL/1
From
MarketWatch
Gold futures retreat but on track for steepest weekly rise in 9 months
February 18, 2022
Tags
GCJ22
GC00
From
MarketWatch
Among the biggest mistakes investors are making right now? Thinking U.S. stocks are the ‘safer bet,’ says GMO.
February 18, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
SPOT
YM00
INTC
From
MarketWatch
Dow industrials open lower as President Biden says chance of Russia invasion of Ukraine ‘very high’
February 17, 2022
Tickers
COMP
SPX
Tags
GCJ22
COMP
SPX
From
MarketWatch
Gold futures extend rise to 8-month high as Russia-Ukraine tensions seen flaring up
February 17, 2022
Tags
GC00
SI00
SIH22
From
MarketWatch
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