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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
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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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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
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Event Schedule
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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
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Can’t Stand the Market Whiplash? Give SPLV a Look
January 26, 2022
Tickers
SPLV
Tags
SPLV
Low/Volatility
Invesco
From
ETF Trends
Get Quality Dividend Exposure at a Low Cost With This ETF
January 25, 2022
Tickers
QDIV
Tags
S&P 500
Invesco
QDIV
From
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Add More Alternative Assets Amid Volatility With Invesco ETFs
January 25, 2022
Tickers
PSMB
PSMC
PSMG
Tags
multi/asset
Invesco
Innovative ETFs Channel
From
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Sidestep Volatility With This Downside Hedging ETF
January 24, 2022
Tickers
PHDG
Tags
Volatility
S&P 500
hedging
From
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Up 16% YTD, This Oil and Gas ETF May Just Be Getting Started
January 20, 2022
Tickers
GAS
OIL
PXJ
Tags
PXJ
Oil
Gas
From
ETF Trends
Get Maximum Yield With This Fund of Funds ETF
January 19, 2022
Tickers
PCEF
Tags
PCEF
Invesco
Innovative ETFs channel
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Despite Pullbacks, Precious Metals Poised to Push Higher
January 18, 2022
Tickers
DBP
GOLD
SILVER
Tags
Invesco
Innovative ETFs channel
DBP
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Solid Path to Recovery Opens Up Opportunity for India ETF
January 14, 2022
Tickers
PIN
Tags
India
PIN
Innovative ETFs channel
From
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Global Recovery Could Boost Canadian Dollar and This ETF
January 12, 2022
Tickers
FXC
Tags
Innovative ETFs channel
Invesco
Canadian Dollar
From
ETF Trends
An ETF to Capture Promising Biotech Innovators
January 12, 2022
Tickers
IBBQ
Tags
Sector ETFs
Healthcare
Invesco
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ETF Trends
Get Exposure to KBWY After REITs Have Banner Year
January 12, 2022
Tickers
KBWY
REIT
Tags
Real Estate
Invesco
Innovative ETFs channel
From
ETF Trends
Bank On This ETF Pushing Higher as Rates Rise
January 10, 2022
Tickers
KBWB
Tags
KBWB
Invesco
Innovative ETFs channel
From
ETF Trends
While Gold and Silver Sink, Get TIPS Exposure Against Inflation
January 07, 2022
Tickers
PBTP
TIPS
Tags
TIPs
treasury inflation protected securities
Invesco
From
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Invesco Energy ETFs Come Out the Gate Strong to Start 2022
January 05, 2022
Tickers
PSCE
PXE
PXJ
Tags
PXJ
PSCE
PXE
From
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2 ETFs to Play the Push-Pull of Gold and Commodities
January 04, 2022
Tickers
DBC
DGL
GOLD
Tags
Invesco
Gold
Commodities
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ETF Trends
Chinese Demand Fueled Gains for Base Metals in 2021
January 03, 2022
Tickers
DBB
Tags
Base Metals
DBB
Invesco
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With Inflationary Pressures Looming, Get Short Duration With GSY
December 29, 2021
Tickers
GSY
Tags
Fixed Income
Innovative ETFs channel
GSY
From
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Use This ETF for “Dogs of the Dow” Exposure
December 29, 2021
Tickers
DJD
Tags
Invesco
DJD
Innovative ETFs channel
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Get Income and Asset Diversification With CVY
December 27, 2021
Tickers
CVY
Tags
CVY
Income
multi/asset
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ETF Trends
Get Low-Cost, Pure-Play Diversification Outside North America With This ETF
December 27, 2021
Tickers
PBDM
Tags
PureBeta
Innovative ETFs channel
international
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Grab Fiat Currency Exposure in This One ETF
December 27, 2021
Tickers
DBV
EURO
Tags
pound
krone
fiat currency
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Mitigate Rate Risk While Getting Diversification With PGHY
December 23, 2021
Tickers
PGHY
Tags
Invesco
PGHY
global
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ETF Trends
Rate Hike Talk Sways Momentum Towards Dollar
December 21, 2021
Tickers
UDN
UUP
Tags
UDN
UUP
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From
ETF Trends
Expect Omicron Impacts to Continue
December 20, 2021
Tickers
PNQI
Tags
PNQI
shutdown
pandemic
From
ETF Trends
Momentum Is on the Side of These Municipal Bond ETFs
December 20, 2021
Tickers
BSMT
PWZ
PZA
Tags
Innovative ETFs channel
Invesco
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From
ETF Trends
Tighter Oil Supply Could Keep Prices Elevated Into 2022
December 20, 2021
Tickers
DBO
OIL
Tags
Oil
DBO
Innovative ETFs channel
From
ETF Trends
Shift to Utilities Is Causing This Invesco ETF to Lead Past Month’s Gains
December 16, 2021
Tickers
RYU
Tags
RYU
Utilities
Innovative ETFs Channel
From
ETF Trends
BlackRock Launches New Thematic ETF, ‘BTHM’
December 16, 2021
Tickers
BTHM
Tags
New ETFs
Innovative ETFs channel
BlackRock
From
ETF Trends
Japan’s Yen Could Be a Bargain — Here’s One ETF to Play It
December 13, 2021
Tickers
FXY
Tags
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Innovative ETFs channel
Invesco
From
ETF Trends
2 ETFs to Bet on Energy Strength for 2022
December 11, 2021
Tickers
DBE
DBO
OIL
Tags
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DBO
From
ETF Trends
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