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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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U.S. futures inch higher ahead of jobless claims, as Friday’s headline jobs report remains center of attention
September 02, 2021
Tickers
AEO
AVGO
BABA
COMP
Tags
DIDI
COMP
DJIA FUTURES
From
MarketWatch
U.S. stocks set to start September strong as manufacturing data comes on the radar
September 01, 2021
Tickers
ASAN
CHPT
COMP
SPX
Tags
NASDAQ 100 FUTURES
YM00
CN:SHCOMP
From
MarketWatch
U.S. stock futures point to positive start on Wall Street
August 31, 2021
Tickers
COMP
SPX
Tags
JP:NIK
UK:UKX
HK:HSI
From
MarketWatch
Dow futures rise ahead of Powell’s speech at Jackson Hole
August 27, 2021
Tickers
COMP
SPX
Tags
HK:HSI
UK:UKX
DJIA
From
MarketWatch
U.S. stock futures stall as Asian COVID concerns and slowing German growth weigh on sentiment
August 25, 2021
Tickers
AMC
COMP
GME
SPX
Tags
FR:PX1
UK:BRENT CRUDE
SPX
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
VIX
GC00
UK:TGA
From
MarketWatch
Dow futures drop on worries over U.S. and China
August 20, 2021
Tickers
COMP
SPX
VIX
Tags
RUT
BX:TMUBMUSD10Y
COMP
From
MarketWatch
U.S. stock futures fall ahead of retail sales data
August 17, 2021
Tickers
COMP
HD
SPX
WMT
Tags
WMT
COMP
NQ00
From
MarketWatch
The history of meme stocks suggests Robinhood’s surge could still continue
August 05, 2021
Tickers
AIG
AMC
AMD
BNTX
Tags
SPY
SPX
AIG
From
MarketWatch
Tencent and other gaming stocks tumble after China news outlet labels them ‘spiritual opium’ for teens
August 03, 2021
Tickers
DIDI
NTES
TME
Tags
HK:HSI
NTES
HK:2400
From
MarketWatch
Ray Dalio says Chinese stocks still ‘important part’ of a portfolio after crackdown
August 02, 2021
Tickers
BABA
DIDI
Tags
DIDI
CN:SHCOMP
HK:HSI
From
MarketWatch
Dow futures climb nearly 200 points to kick off August trade
August 02, 2021
Tickers
AFTPY
BABA
COMP
MEGGY
Tags
AFTPY
BABA
SPX
From
MarketWatch
Goldman Sachs has been super-bullish on the global economy, but not anymore. Here’s why.
July 30, 2021
Tickers
AMZN
CAT
CVX
PINS
Tags
ES00
CVX
XOM
From
MarketWatch
U.S. stock futures drop with Nasdaq poised to tumble after Amazon disappoints
July 30, 2021
Tickers
AAPL
AMZN
CAT
COMP
Tags
AAPL
XX:000300
COMP
From
MarketWatch
Treasury yields inch up ahead of U.S. GDP report, jobless claims
July 29, 2021
Tags
HK:HSI
BX:TMUBMUSD30Y
BX:TMUBMUSD07Y
From
MarketWatch
Here’s why the 10-year yield is so low, and the summer event that could change it, from Bank of America
July 29, 2021
Tickers
AAPL
AMZN
DIDI
DIS
Tags
MA
AMZN
FB
From
MarketWatch
U.S. stock futures edge higher ahead of GDP report, Robinhood debut
July 29, 2021
Tickers
AMZN
COMP
FB
GOOGL
Tags
FB
AMZN
HK:HSI
From
MarketWatch
FAAMGs are great, but the real opportunities are with ‘Empire Strikes Back’ stocks, says Capital Group fund manager
July 28, 2021
Tickers
AAPL
AMZN
DIS
DUOL
Tags
BX:TMUBMUSD10Y
GM
AAPL
From
MarketWatch
U.S. stock futures mixed as investors weigh up big tech earnings, wait for Fed outcome
July 28, 2021
Tickers
AAPL
COMP
F
FB
Tags
SBUX
FB
F
From
MarketWatch
European stocks slip on Chinese concerns
July 27, 2021
Tags
NL:PRX
NL:TKWY
UK:RKT
From
MarketWatch
How China’s stock-market meltdown puts U.S. investors at risk
July 27, 2021
Tickers
AAPL
AMD
AMZN
BSX
Tags
GOOGL
INTC
MSFT
From
MarketWatch
U.S. stock futures slip ahead of tech results as China crackdown casts shadow
July 27, 2021
Tickers
AAPL
BABA
COMP
GOOG
Tags
HK:3690
BABA
SPX
From
MarketWatch
China’s tech giants slammed for second day as Hang Seng dives
July 27, 2021
Tickers
BABA
Tags
HK:700
ES00
HK:3690
From
MarketWatch
Ahead of Tesla results, Cathie Wood says Wall Street’s valuing it all wrong
July 26, 2021
Tickers
AAPL
AMZN
ARKK
EDU
Tags
HK:HSI
ARKK
ES00
From
MarketWatch
U.S. stock futures slip on China worries as Hang Seng reels
July 26, 2021
Tickers
COMP
SPX
TME
TSLA
Tags
NQ00
BTCUSD
COMP
From
MarketWatch
U.S. stock-index futures point to fourth day of gains for Wall Street
July 23, 2021
Tickers
BABA
COMP
DIDI
INTC
Tags
INTC
NQ00
DIDI
From
MarketWatch
COVID-19 cases may cause an S&P 500 correction, analyst says. Buy these stocks in the next dip.
July 19, 2021
Tickers
AAPL
AMZN
FB
FIVN
Tags
DJIA FUTURES
AAPL
NFLX
From
MarketWatch
Apple, Amazon, ARKK, and other big names indicate a market correction is coming, strategist says. Here’s why.
July 15, 2021
Tickers
AAPL
AMZN
ARKK
BLK
Tags
FR:PX1
SPX
GOOGL
From
MarketWatch
Ark’s Cathie Wood seems to have thrown in the towel on China
July 14, 2021
Tickers
ARKK
ARKW
BABA
DIDI
Tags
HK:HSI
ARKK
BABA
From
MarketWatch
Stay bullish and buy dips in the S&P 500 because it will keep grinding higher, say these strategists
July 12, 2021
Tickers
AAPL
DIDI
DIS
FB
Tags
JP:NIK
SPCE
UK:UKX
From
MarketWatch
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