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What We Buy Currently
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TSL's Turnkey Operation Platform
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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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Most day traders flop. These researchers say one popular strategy works.
April 19, 2023
Tickers
AAPL
AMC
ASML
BBBY
Tags
NIO
NFLX
AAPL
From
MarketWatch
Fund managers are the most pessimistic they’ve been this year just as stock market nears highs
April 18, 2023
Tickers
SPX
Tags
GC00
SPX
From
MarketWatch
Gold rebounds after briefly dipping below $2,000 per ounce
April 18, 2023
Tags
PAM23
GC00
SIK23
From
MarketWatch
If King Dollar is wobbling, this asset is your best investment, says Citi
April 18, 2023
Tickers
AAPL
AGQ
AMC
BABA
Tags
NQ00
BABA
CL/1
From
MarketWatch
Gold prices rebound from last week’s selloff
April 17, 2023
Tags
SIK23
GCM23
PAM23
From
MarketWatch
Gold prices set to rise for 7th straight week while silver hits 13-month high
April 14, 2023
Tags
PAM23
GC00
GCM23
From
MarketWatch
Gold and silver trade near highest in a year as Fed rate-cut expectations persist
April 13, 2023
Tags
SI00
HGK23
DXY
From
MarketWatch
Gold prices climb, on track to finish above $2,000 per ounce for sixth day
April 11, 2023
Tags
SI00
HGK23
PLN23
From
MarketWatch
Left for dead, the once-popular 60/40 investment strategy is about to make a comeback
April 11, 2023
Tickers
AAPL
AMC
BABA
BBBY
Tags
BTCUSD
TSLA
GC00
From
MarketWatch
Hedge-fund billionaire Paul Singer still sees dangerous ‘bubble securities, bubble asset classes’ in markets
April 10, 2023
Tickers
SPX
Tags
BTCUSD
BX:TMUBMUSD02Y
SPX
From
MarketWatch
Gold prices retreat as U.S. dollar strengthens, traders take profits
April 10, 2023
Tags
GCM23
SIK23
GC00
From
MarketWatch
Gold, silver tread water after touching 1-year highs
April 06, 2023
Tags
PLN23
HGK23
SI00
From
MarketWatch
Bitcoin has been boosted by the banking crisis — and these two other factors, says JPMorgan strategist
April 06, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
GME
BTCUSD
WAL
From
MarketWatch
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April 05, 2023
Tags
GC00
DXY
GCM23
From
MarketWatch
Gold nears record high driven by recession fears, weak U.S. dollar
April 05, 2023
Tags
GCM23
SIK23
GC00
From
MarketWatch
The commodity supercycle is still young, these strategists say. Here’s why.
April 05, 2023
Tickers
AAPL
AI
AMC
APE
Tags
NIO
WMT
AAPL
From
MarketWatch
Gold treads water after settling above $2,000 an ounce for first time in 3 weeks
April 04, 2023
Tags
PLN23
BX:TMUBMUSD10Y
SI00
From
MarketWatch
Gold nears $2,000 an ounce as dip-buyers pounce
April 03, 2023
Tags
SI00
HGK23
CL00
From
MarketWatch
Underweight stocks now, says JPMorgan, because there’s a risk-free alternative paying 5%
April 03, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
NQ00
CVX
AMZN
From
MarketWatch
Natural gas is among the worst-performing commodities in the first quarter, while steel, iron ore strengthen
March 31, 2023
Tickers
NBCM
Tags
XX:SPGSCI
HRN00
UK:BRNM23
From
MarketWatch
Gold edges higher to cap off quarterly advance
March 31, 2023
Tags
PAM23
GC00
SIK23
From
MarketWatch
2023 has been bad for the bears. Here are 5 reasons why it’s going to get even worse.
March 31, 2023
Tickers
AAPL
AMC
BABA
BBBY
Tags
GME
CSSE
TSLA
From
MarketWatch
Gold trades marginally higher as traders await U.S. economic data
March 30, 2023
Tags
PLK23
SI00
HGK23
From
MarketWatch
These stocks have the edge over Wall Street, but investors are ignoring them, says Schwab strategist
March 30, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
GC00
TSLA
BTCUSD
From
MarketWatch
Gold slips as dollar gains, safe-haven rally fades
March 29, 2023
Tags
HGK23
GCJ23
SI00
From
MarketWatch
Banks were worth owning before the SVB collapse and are even better investments now, say these strategists.
March 29, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
XX:SP500/40101015
META
BBBY
From
MarketWatch
Gold futures rebound after back-to-back declines
March 28, 2023
Tags
SIK23
PAM23
GC00
From
MarketWatch
Gold prices retreat as Treasury yields climb, bank stress eases
March 27, 2023
Tags
PLJ23
GCJ23
HGK23
From
MarketWatch
Gold climbs for 3rd day as bank jitters spread to Deutsche Bank
March 24, 2023
Tags
HGK23
PLJ23
GCJ23
From
MarketWatch
Got gold? Biggest gold ETF attracts investors as the ‘safe haven’ yellow metal shines
March 23, 2023
Tickers
AGG
BAC
BBRE
BIGB
Tags
SPX
GS
UNG
From
MarketWatch
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