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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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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
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Event Schedule
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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
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There’s an ETF sending one market haywire. A hedge-fund pro says bitcoin-like gains may come next.
September 08, 2021
Tickers
BITCOMP
CCJ
COIN
CTXS
Tags
NIO
KDMN
BTCUSD
From
MarketWatch
U.S. stock futures point to losses for Wall Street as delta worries linger
September 08, 2021
Tickers
COMP
KDMN
NIO
SNY
Tags
FR:SAN
NIO
KDMN
From
MarketWatch
Gold futures set for sharpest daily tumble in a month as Treasury yields and U.S. dollar rise
September 07, 2021
Tags
BX:TMUBMUSD10Y
GCZ21
DXY
From
MarketWatch
Is the U.S. stock market open on Labor Day?
September 03, 2021
Tickers
COMP
ICE
NDAQ
SPX
Tags
CL/1
SPX
NDAQ
From
MarketWatch
Gold futures rise early Friday, but on pace for weekly drop
September 03, 2021
Tags
GC00
GCZ21
SIU21
From
MarketWatch
Who needs a bitcoin ETF, anyway? It may hold little value for investors now—Here’s why.
September 02, 2021
Tickers
AMC
BITCOMP
CHIQ
CME
Tags
MCHI
KWEB
IYE
From
MarketWatch
Aggressive young investors are helping keep a correction at bay, says JPMorgan
September 02, 2021
Tickers
BABA
HOOD
INMB
MRNA
Tags
CL00
NQ00
YM00
From
MarketWatch
Around $11 billion in gold was smuggled into India last year — stashed inside wigs, jeans, shoes
September 01, 2021
Tags
GC00
From
MarketWatch
Gold edges up early Tuesday as dollar retreats
August 31, 2021
Tags
GCZ21
DXY
GC00
From
MarketWatch
Why some lucky investors are likely to be as good as gold in September
August 31, 2021
Tags
GC00
From
MarketWatch
Gold prices trade flat, but hold above $1,800 to start week
August 30, 2021
Tags
SIZ21
GC00
DXY
From
MarketWatch
Stock futures steady as Wall Street gets ready to test records, while oil prices stumble
August 30, 2021
Tickers
COMP
SPX
Tags
RBU21
ES00
DJIA
From
MarketWatch
Gold edges higher as market awaits Powell’s Jackson Hole speech
August 27, 2021
Tags
SIU21
GC00
GCZ21
From
MarketWatch
The reflation trade is fading. Here’s what to avoid, and where to seek refuge, in commodities.
August 20, 2021
Tickers
AA
AMAT
AZN
JNJ
Tags
JNJ
AZN
UK:ANTO
From
MarketWatch
Gold gets a lift as global stocks take a hit
August 19, 2021
Tickers
COMP
SPX
Tags
COMP
SPX
YM00
From
MarketWatch
Bitcoin is king of crypto but ‘Ethereum’s ascent to the top of the cryptoverse seems unstoppable,’ says analyst
August 18, 2021
Tickers
BITCOMP
COMP
SPX
USD-BITSTAMP
Tags
BTCUSD
DJIA
bitcoin
From
MarketWatch
Gold futures edge up, with Fed minutes on deck
August 18, 2021
Tags
GC00
GCZ21
SI00
From
MarketWatch
Gold futures rise, aim for highest settlement in a week
August 13, 2021
Tickers
SPX
Tags
DJIA
SIU21
BX:TMUBMUSD10Y
From
MarketWatch
Gold futures extend tentative recovery as investors watch for inflation
August 11, 2021
Tags
GC00
GCZ21
SIU21
From
MarketWatch
Digital currencies issued by central banks aren’t going dethrone the dollar
August 10, 2021
Tags
EURUSD
GC00
KRWUSD
From
MarketWatch
Gold inches up Tuesday after finishing at lowest price since March
August 10, 2021
Tags
GC00
GCZ21
SIU21
From
MarketWatch
As gold prices fall, there’s still not enough gloom to trigger a buy signal
August 09, 2021
Tickers
GDX
SPX
Tags
GC00
GDX
SPX
From
MarketWatch
Bitcoin jumps to nearly 3-month high as crypto attempts to clear next hurdle at $51,000, analyst says
August 09, 2021
Tickers
BITCOMP
BITQ
COMP
GBTC
Tags
GC00
GBTC
ETHUSD
From
MarketWatch
Gold remains down 1% after crash of over 5% in early trade
August 09, 2021
Tags
SIU21
GCZ21
SI00
From
MarketWatch
The bond market rally, fueled by extreme bullishness, is likely over by now
August 06, 2021
Tickers
COMP
SPX
VGLT
Tags
COMP
SPX
VGLT
From
MarketWatch
Gold futures fall, fight to retain grip on $1,800 as bullion on pace for weekly drop
August 06, 2021
Tags
SI00
GCZ21
SIU21
From
MarketWatch
Gold futures inch higher, aim for first consecutive gain in 3 weeks
August 05, 2021
Tags
SIU21
GC00
GCZ21
From
MarketWatch
Gold extends modest rise after weaker-than-expected private-sector payrolls figure
August 04, 2021
Tags
GCZ21
DXY
GC00
From
MarketWatch
Junk-bond spreads see sharpest monthly selloff since September 2020
August 03, 2021
Tickers
BLK
GOOG
HYG
JNK
Tags
BX:TMBMKDE/10Y
MSFT
JNK
From
MarketWatch
Gold futures head lower early Tuesday
August 03, 2021
Tags
GC00
GCZ21
DXY
From
MarketWatch
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