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What We Buy Currently
What We Normally Don’t Buy
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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
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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
Featured Articles
Contrarian Notes Blog
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Stocks recover on hope of relief from China’s COVID policy. Here’s why economists think investors are too optimistic.
November 30, 2022
Tickers
COMP
DJIA
MCHI
SPX
Tags
HK:HSI
SPX
COMP
From
MarketWatch
China-focused ETFs jump amid sign the country may be on path toward looser COVID policies
November 29, 2022
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KWEB
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From
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Why China’s COVID policies are rattling investors again
November 25, 2022
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BABA
BIDU
COMP
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From
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China Watcher: Don’t Expect a Policy Turn From Beijing
November 18, 2022
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KWEB
MCHI
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Scott Moskowitz
Morning Consult
china insights channel
From
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Why BlackRock sees these thematic ETFs potentially outperforming in 2023
November 17, 2022
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BMED
EIDO
EMQQ
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From
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Chart of Week: Advisors Look to Emerging Markets
October 19, 2022
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China Gives Lightning-Fast Approvals To 5 New ETFs Amid Market Rout, Sino-US Tech War
September 23, 2022
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From
Benzinga
China’s Top Stocks Beat Expectations, but Macro Challenges Loom
September 06, 2022
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FXI
KWEB
MCHI
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BlackRock
KWEB
From
ETF Trends
China, U.S. Stock Regulators Hope New Agreement Will Succeed Where Others Haven't
August 29, 2022
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ASIA
CQQQ
MCHI
Tags
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From
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China ETFs Stumble as Economic Growth Slows
August 15, 2022
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CICC
DWS
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From
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How China Could Respond If Nancy Pelosi Visits Taiwan — And The Stocks To Watch
August 01, 2022
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US Debates Importance Of Chips Act; Its Repercussions On China
July 22, 2022
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Government
Media
From
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China ETFs’ Recovery Could Be Slow
July 15, 2022
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From
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Barclays Plans To Enter This Lucrative $4.3 Trillion Asset Management Market: Report
July 14, 2022
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New COVID-19 Infections, Threat of Lockdowns Weigh on China ETFs
July 11, 2022
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China ETFs Climb as Beijing Throws More Support at the Economy
July 07, 2022
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Investor Perception of China ETFs Is Turning for the Better
July 06, 2022
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June 21, 2022
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China's Resilient May Data Offers Glimmer Of Hope, But NBS Warns Of Challenges Ahead
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Here’s the ‘defensive twist’ BlackRock recommends for ETF investors in a slowing economy
June 09, 2022
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Yellen says reducing tariffs on China not a ‘panacea’ for high inflation
June 08, 2022
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DJIA
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China ETFs Jump on Reopening Economy, Stimulus Measures
May 31, 2022
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US Listed Chinese Company Audit Compliance Obstacles Remain, SEC Says
May 25, 2022
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MCHI
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Market News
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From
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China ETFs Gain After Unexpected Central Bank Rate Cut
May 20, 2022
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From
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China ADSs are flying as fading regulatory headwinds send iQIYI, NIO and Alibaba stocks surging
May 17, 2022
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BABA
BIDU
BILI
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MarketWatch
NIO stock extends bounce after BofA analyst says prices have ‘de-rated’ enough for investors to buy
May 16, 2022
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MCHI
NIO
SPX
Tags
SPX
MCHI
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From
MarketWatch
Macroeconomic Concerns Weigh on China ETFs
May 11, 2022
Tickers
ASHR
ASIA
CBON
GXC
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KBND
CBON
VanEck
From
ETF Trends
ETFs had outflows in April for the first time in almost 3 years — but here are some bright spots in the market tumult
May 05, 2022
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BG
BIL
COMP
CQQQ
Tags
SDY
NFLX
EMQQ
From
MarketWatch
Wall Street Banks Slash Chinese Companies' Profit Forecasts - Read Why
April 27, 2022
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BABA
BIDU
DIDI
DOYU
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Earnings
DIDI
From
Benzinga
COVID-19 Lockdowns Send China ETFs Reeling
April 25, 2022
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ASHR
DWS
GXC
MCHI
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From
ETF Trends
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