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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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)
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Dollar, Treasury Yields, Stocks Fall In Tandem After October Inflation Uptick
November 27, 2024
Tickers
QQQ
SPY
UUP
Tags
Treasuries
Inflation
Top Stories
From
Benzinga
Fed's Favorite Inflation Gauge Heats Up As Predicted, Personal Incomes Soar
November 27, 2024
Tickers
ECON
GDP
SPY
UUP
Tags
Market News
Broad U/S/ Equity ETFs
Top Stories
From
Benzinga
Goldman Sachs Expects Major Selloffs In Canadian Dollar, Mexican Peso, Says Trump Tariffs Threaten USMCA Agreement
November 26, 2024
Tickers
ASIA
FXC
Tags
Donald Trump
Canada
Markets
From
Benzinga
Consumer Confidence Hits 2-Year High As Recession Fears Fade: Stock Market Optimism Soars To Record High
November 26, 2024
Tickers
ECON
IWM
XLP
XLY
Tags
Interest Rates
Consumer Confidence
Markets
From
Benzinga
Economist Steve Hanke Brushes Off Trump Economic Worries As 'Nonsense,' Predicts Fed Will Bring Prices Below 2% In 2025
November 26, 2024
Tickers
NEWS
QQQ
SPY
Tags
QQQ
Federal Reserve
Donald Trump
From
Benzinga
Larry Summers Warns Trump Policies Could Push Prices Higher Than Biden's Actions: Markets Not A Good Predictor Of Inflation
November 26, 2024
Tickers
NEWS
QQQ
SPY
Tags
Kaustubh Bagalkote
Market News
News
From
Benzinga
Thanksgiving Dinner Gobbles Up 19% More Cash This Year, Many Holiday Hosts 'Already Regret Their Decision'
November 25, 2024
Tickers
ACI
FOOD
HOLIDAY
NEWS
Tags
Thanksgiving
Personal Finance
Grocery stores
From
Benzinga
Southeast Asia salaries set for a 2025 bump, with Singapore lagging the region: Report
November 24, 2024
Tickers
JOBS
Tags
Personnel
Access ASEAN
Asia: Business
From
CNBC.com News
Why Volatility Is The New Normal: From Great Moderation To 'Temperamental Era'
November 22, 2024
Tags
Equities
Inflation
Benzinga
From
Benzinga
US Business Activity Soars To 31-Month Highs In November: Small Caps Rally, Dow Tops 44,000
November 22, 2024
Tickers
DIA
ECON
IWM
UUP
Tags
Equities
Benzinga
Macro Economic Events
From
Benzinga
S&P 500 Faces Volatile 2025 As 'Inflation Boom' Could Return: Bank Of America Strategist
November 22, 2024
Tickers
SPY
Tags
Benzinga
Analyst Ratings
Stories That Matter
From
Benzinga
Why the U.S. is growing less food
November 22, 2024
Tags
Economy
Inflation
Crop farming
From
CNBC.com News
Portfolio manager says a 'healthy' correction could come if earnings and growth stall
November 22, 2024
Tags
Breaking News: Economy
SSE PLC
US Economy
From
CNBC.com News
'Dr. Doom' Nouriel Roubini Launches ETF To Shield Against Trump-Era Economic Risks
November 21, 2024
Tickers
NEWS
Tags
Inflation
Nouriel Roubin
Benzinga
From
Benzinga
Social Security beneficiaries to soon receive notices revealing the size of their 2025 benefit checks
November 20, 2024
Tags
Personal finance
Retirement
Personal debt
From
CNBC.com News
Fed's Bowman Warns On Inflation, Says Neutral Interest Rates May Be Closer 'Than We Currently Think'
November 20, 2024
Tickers
ECON
SPY
Tags
ETFs
Market News
Broad U/S/ Equity ETFs
From
Benzinga
Thanksgiving meals are expected to be cheaper in 2024 as turkey prices drop
November 20, 2024
Tags
Consumer prices
Personal Finance
Consumer Price Index
From
CNBC.com News
McDonald's preparing a 2025 'McValue' offering
November 20, 2024
Tags
Restaurants
Business News
McDonald's Corp
From
CNBC.com News
What Trump's return to the White House could mean for global bond yields
November 20, 2024
Tags
Inflation
Currency markets
Asia Markets
From
CNBC.com News
GOP Megadonor Ken Griffin Warns Of 'Slippery Slope' In Trump's Tariff Plans, Sees US Returning To 'The Business Of Business'
November 19, 2024
Tickers
NEWS
Tags
Kaustubh Bagalkote
Market News
News
From
Benzinga
Americans Have Money, And They Plan To Spend It During The Holidays
November 18, 2024
Tags
Benzinga
Inflation
General
From
Benzinga
Inflation Could Surge To 3% If Trump Applies Universal Tariffs: Goldman Sachs
November 18, 2024
Tickers
ECON
Tags
Market News
Top Stories
Inflation
From
Benzinga
How to protect your portfolio against risks tied to President-elect Trump's tariff agenda
November 16, 2024
Tags
Wall Street
Finance
Economy
From
CNBC.com News
Trump's Post-Election Rally Fades, Dollar Surges To Over 1-Year Highs, Powell Puts December Interest Rate Cut Into Question: This Week In The Market
November 15, 2024
Tickers
EVS
F
TSLA
Tags
Interest Rates
Federal Reserve
electric vehicles
From
Benzinga
CNBC Daily Open: Powell’s comments gave investors a reality check
November 15, 2024
Tags
Inflation
Market Outlook
Citigroup Inc
From
CNBC.com News
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