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Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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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Latest News about GC00
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Why gold still has a shot to reach a record high this year
May 26, 2023
Tags
GCM23
GC00
GCQ23
From
MarketWatch
Gold edges higher after seeing 9-week low as traders hope for U.S. debt-ceiling deal
May 26, 2023
Tags
DXY
PLN23
HGN23
From
MarketWatch
AI bubble? Retail investors aren’t rushing in yet.
May 26, 2023
Tickers
AAPL
AI
AMC
AMD
Tags
AMC
GME
AI
From
MarketWatch
Could bitcoin and gold be haven buys as debt-ceiling fears mount? Here’s what recent trading patterns suggest.
May 25, 2023
Tickers
BITCOMP
JPM
USD-BITSTAMP
Tags
bitcoin
GCM23
JPM
From
MarketWatch
Gold on track to fall for fourth day as strong dollar weighs
May 25, 2023
Tags
GC00
PAM23
GCM23
From
MarketWatch
Gold inches higher after streak of losses as U.S. debt-ceiling impasse boosts demand
May 24, 2023
Tags
GC00
PAM23
SIN23
From
MarketWatch
Stay bullish on stocks, bearish on commodities as deflation clouds gather, says this quant strategy.
May 23, 2023
Tickers
A
AAPL
AMC
AMZN
Tags
XLC
NIO
SPX
From
MarketWatch
Gold retreats, adding to losses from worst week since February
May 22, 2023
Tags
HGN23
PLN23
DXY
From
MarketWatch
Investors rushing into stocks are wandering into a bull trap, warns Morgan Stanley Mike Wilson and others
May 22, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD02Y
DLTR
ES00
From
MarketWatch
Gold’s drop under $2,000 is a buying opportunity, say UBS and other analysts
May 19, 2023
Tickers
UBS
Tags
UBS
GCM23
DXY
From
MarketWatch
Gold edges higher after sliding to 7-week low
May 19, 2023
Tags
PAM23
GC00
SIN23
From
MarketWatch
Stocks are rallying, but investors say they’re miserable. That’s a good thing.
May 19, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
ES00
DX:DAX
DXY
From
MarketWatch
Americans hate the stock market
May 18, 2023
Tickers
SPX
Tags
SPX
GC00
From
MarketWatch
Gold on track for worst week since February as dollar rises and U.S. debt-ceiling deal looks ‘doable’
May 18, 2023
Tags
GCM23
SIN23
GC00
From
MarketWatch
Debt ceiling is a buy-the-rumor but sell-the-news event, cautions this strategist
May 18, 2023
Tickers
AAPL
AI
AMAT
AMC
Tags
SPX
AAPL
NFLX
From
MarketWatch
Gold falls further below $2,000 an ounce
May 17, 2023
Tags
SI00
HGN23
DXY
From
MarketWatch
The Nasdaq is on the verge of exhaustion, says famed technical strategist Tom DeMark
May 17, 2023
Tickers
AAPL
AMC
AMZN
BUD
Tags
AMC
MULN
VIX
From
MarketWatch
Gold retreats as rally’s momentum wanes
May 16, 2023
Tags
PAM23
GC00
GCM23
From
MarketWatch
Here’s the big thing holding up the stock market, says Bank of America
May 16, 2023
Tickers
AAPL
AI
AMD
AMGN
Tags
HK:HSI
HLT
GOOGL
From
MarketWatch
Gold adds to last week’s losses as traders hope for debt-ceiling resolution
May 15, 2023
Tags
GCM23
SIN23
GC00
From
MarketWatch
Zimbabwe is launching gold-backed digital tokens: What you need to know
May 15, 2023
Tags
GCM23
GC00
From
MarketWatch
‘The Fed is problem No. 1 in American finance,’ right now, says prominent market pundit
May 14, 2023
Tickers
COMP
GDX
JPM
SPX
Tags
JPM
GDX
COMP
From
MarketWatch
Gold on track to sink for third day as analysts ponder rally’s fate
May 12, 2023
Tags
PAM23
GC00
SIN23
From
MarketWatch
Regional bank turmoil has actually reduced volatility and supported the market. Here’s how.
May 12, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
BABA
NQ00
AMZN
From
MarketWatch
Here’s where investors may turn to ‘hide’ as U.S. debt-ceiling deadline looms based on 2011 market reaction
May 11, 2023
Tickers
COMP
DJIA
GLD
SPX
Tags
GC00
COMP
DJIA
From
MarketWatch
Gold edges up as U.S. debt-ceiling fight, Fed outlook keep yellow metal elevated
May 11, 2023
Tags
GCM23
SIN23
PAM23
From
MarketWatch
‘The Fed is way late and they’ve already screwed it up.’ This stock strategist is banking on gold, silver and Treasurys to weather a recession.
May 10, 2023
Tickers
AAAU
EWJ
EWY
GLD
Tags
EWY
AAAU
SI00
From
MarketWatch
Gold edges higher after U.S. inflation report
May 10, 2023
Tags
GC00
PAM23
GCM23
From
MarketWatch
You’ll need these 3 assets to weather the Fed-induced recession, this stock strategist says.
May 10, 2023
Tickers
AAAU
EWJ
EWY
GLD
Tags
EWY
AAAU
SI00
From
MarketWatch
Stanley Druckenmiller warns of U.S. hard landing at Sohn conference, says debt-ceiling debate ‘really depressing’
May 09, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
DJIA
NVDA
COMP
From
MarketWatch
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