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home
about us
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Team Biographies
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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
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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
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RSVP-Signup Form
MARKET RESEARCH
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S&P 500 futures slip as raft of jobs reports looms
December 05, 2023
Tickers
ASAN
AZO
BOX
COMP
Tags
NIO
AZO
SJM
From
MarketWatch
Moody’s puts negative outlook on China’s debt on expectations of regional government bailout
December 05, 2023
Tags
HK:HSI
CN:SHCOMP
From
MarketWatch
IMF boosts China economic growth forecast
November 07, 2023
Tags
CN:SHCOMP
HK:HSI
From
MarketWatch
China’s Country Garden determined to have defaulted on dollar bond: report
October 25, 2023
Tags
HK:HSI
XX:000300
From
MarketWatch
The ‘wild bunch’ have taken control of the bond market. Here’s where they could wreak havoc next.
October 03, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
DXY
NQ00
LI
From
MarketWatch
Fear on Wall Street? Here’s why investors need to ‘shake it off,’ say these strategists
September 28, 2023
Tickers
AAPL
ACN
AMC
AMZN
Tags
BX:TMUBMUSD10Y
HK:HSI
AAPL
From
MarketWatch
S&P 500 futures stall as rising oil prices help keep Treasury yields near 16-year highs
September 28, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
S&P 500 futures bounce off three-month low
September 25, 2023
Tickers
COMP
DJIA
NFLX
PARA
Tags
COMP
SPX
HK:HSI
From
MarketWatch
Scholastic stock tumbles on loss, Activision share rises on Microsoft deal news and more moving stocks
September 22, 2023
Tickers
ATVI
AZN
BABA
FFIE
Tags
NIO
BABA
FFIE
From
MarketWatch
The economy is about to slow down. That’s the time for retail stocks, says Goldman Sachs.
September 21, 2023
Tickers
AAPL
AMC
AMZN
CART
Tags
ROST
ES00
JP:NIK
From
MarketWatch
There’s 5.6 trillion reasons why stocks can enjoy a year-end rally.
September 15, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
ADBE
NIO
AMC
From
MarketWatch
Nio, Alibaba stocks drop as part of broad selloff in the ADS of China-based companies
September 07, 2023
Tickers
AAPL
BABA
BEKE
BIDU
Tags
XPEV
AAPL
HK:HSI
From
MarketWatch
China property stocks rally as better news challenges record media negativity.
September 04, 2023
Tags
CN:SHCOMP
HK:2007
HK:HSI
From
MarketWatch
China stocks climb after authorities attempt to lure investors with stock tax cut, other moves
August 28, 2023
Tickers
EGRNF
Tags
EGRNF
XX:000300
HK:HSI
From
MarketWatch
It may not be too late to buy Nvidia, but here’s a better idea, say these fund managers
August 24, 2023
Tickers
AAPL
ADSK
AMC
AMD
Tags
NL:ASM
ES00
AMD
From
MarketWatch
Fund managers are the least bearish in more than a year, says Bank of America, wiping out a buy signal.
August 15, 2023
Tickers
A
AAPL
AMC
AMD
Tags
BRK/A
HD
CA:TAI
From
MarketWatch
U.S. stock futures volatile as Wall Street strives to break 2-week losing streak
August 14, 2023
Tickers
AAPL
COMP
DJIA
HD
Tags
NQ00
SPX
NVDA
From
MarketWatch
‘Years to recover.’ Country Garden shares slump 18% after Morgan Stanley downgrade, bonds suspended
August 14, 2023
Tags
HK:817
HK:2007
HK:HSI
From
MarketWatch
Country Garden shares tumble after downgrade, warning of possible $7.6 billion loss
August 11, 2023
Tags
XX:000300
HK:HSI
HK:2007
From
MarketWatch
China data is ‘grim reading’ for commodities demand, economist says
August 01, 2023
Tickers
DJIA
SPX
Tags
UK:BRN00
DJIA
SPX
From
MarketWatch
Stocks of Chinese developers jump after Beijing signals support for property sector
July 24, 2023
Tags
CN:600048
HK:960
HK:HSI
From
MarketWatch
China property stocks slump as liquidity fears revive
July 24, 2023
Tags
HK:960
HK:2007
HK:HSI
From
MarketWatch
Wall Street lowers China GDP expectations for the year after second-quarter numbers miss expectations
July 17, 2023
Tickers
KWEB
Tags
CN:SHCOMP
HK:HSI
HG00
From
MarketWatch
These three EV makers, not Tesla, are about to eat everyone else’s lunch, says Morgan Stanley
July 13, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
BABA
JP:7267
MULN
From
MarketWatch
U.S. stock futures signal fresh 15-month high amid cooling inflation optimism
July 13, 2023
Tickers
C
COMP
DAL
JPM
Tags
COMP
HK:HSI
PEP
From
MarketWatch
U.S. stock futures retreat as inflation data and earnings season loom
July 10, 2023
Tickers
C
DJIA
JPM
SPX
Tags
DJIA
ES00
HG00
From
MarketWatch
A generational wealth period awaits for investors ready to buy this neglected sector, says strategist
July 06, 2023
Tickers
AAL
AAPL
AMC
AMZN
Tags
META
CN:601398
AAL
From
MarketWatch
U.S. stock futures retreat as Fed hawks push up bond yields
July 06, 2023
Tickers
COMP
DJIA
SPX
Tags
HK:HSI
BX:TMUBMUSD02Y
NQ00
From
MarketWatch
China ETFs jump after upbeat economic data, EV delivery results
July 03, 2023
Tickers
GXC
KWEB
LI
MCHI
Tags
LI
PGJ
XX:000300
From
MarketWatch
These stocks could be the next Magnificent Seven market leaders, says Goldman Sachs.
July 03, 2023
Tickers
AAPL
AMC
AMZN
BKNG
Tags
YM00
DXCM
HAL
From
MarketWatch
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