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What We Buy Currently
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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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Rebellion in Russia could unleash chaos in global markets, strategists fear. Here’s what investors should know.
June 24, 2023
Tickers
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MSFT
NVDA
SPX
Tags
CL/1
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Gold slightly higher after ‘brutal week’ that saw 3-month lows
June 23, 2023
Tags
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Gold nears lowest level since March following wave of central-bank rate hikes
June 22, 2023
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June 21, 2023
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Gold edges lower after losing week
June 20, 2023
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From
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Student-loan payments are coming back — and these are the stocks most at risk
June 20, 2023
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AMC
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Tags
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How U.S. financial markets have performed in the past 15 months as Fed rate hikes fueled wild swings
June 16, 2023
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Tags
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Gold futures edge lower, on track for a loss on the week
June 16, 2023
Tags
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As BlackRock files for daily bitcoin product, here’s how another SEC debate may shape ethereum
June 16, 2023
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Tags
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Here are some ETFs State Street likes with recession worries, Fed rate hikes in focus
June 15, 2023
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Commodity market performance so far this year points to an economic recession, but a rise for industrial metals
June 15, 2023
Tags
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HG00
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MarketWatch
Gold, silver see sharp losses after Fed signals more rate hikes to come
June 15, 2023
Tags
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From
MarketWatch
The Fed has not halted this stock market rally. But here’s what could.
June 15, 2023
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AMC
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Gold prices higher after PPI report shows wholesale prices shrink again ahead of Fed decision
June 14, 2023
Tags
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GC00
From
MarketWatch
Gold prices slightly higher as investors await U.S. inflation data
June 13, 2023
Tags
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SI00
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Gold prices inch higher as traders await inflation report, Fed meeting
June 12, 2023
Tags
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GC00
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Gold on track to log weekly gain as U.S. dollar slips
June 09, 2023
Tags
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GC00
From
MarketWatch
Gold steadies after falling to one-week low
June 08, 2023
Tags
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PAU23
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MarketWatch
Gold drifts lower as traders gauge Fed’s rate path
June 07, 2023
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PAU23
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AI can further boost the S&P 500, says Goldman Sachs. Here’s how much.
June 07, 2023
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Gold edges higher, on track for back-to-back gains
June 06, 2023
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Here’s the red flag that says a tech stock selloff could arrive soon, according to Citi
June 06, 2023
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AMZN
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Gold kicks off week with loss as dollar, Treasury yields rise
June 05, 2023
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Morgan Stanley sees an earnings wipe out ahead for Wall Street’s unloved stock rally
June 05, 2023
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AMC
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Gold on track for first weekly gain in four as traders await U.S. jobs report
June 02, 2023
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Beware the ‘June Swoon’ for stocks as AI-ebullience leaves tech overbought
June 02, 2023
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AMC
AMZN
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Gold prices climb after U.S. House passes debt ceiling bill and as traders digest jobs data
June 01, 2023
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From
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Gold prices cling to gains as Treasury yields fall following debt-ceiling deal
May 31, 2023
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SI00
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Technically speaking, a new bull market started last October. Buy on weakness.
May 30, 2023
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MSFT
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Gold prices bounce back after touching lowest level since March
May 30, 2023
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From
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