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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
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EVENTS
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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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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What's Going On With Alibaba Stock Thursday?
September 14, 2023
Tickers
BABA
FXI
KWEB
MCHI
Tags
Media
Benzinga
Market News
From
Benzinga
Asian Markets Higher, Europe Trades In Green Following US Inflation Data - Global Markets Today While US Was Sleeping
September 14, 2023
Tickers
ADIV
AGOV
ASHR
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Tags
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From
Benzinga
Nio’s stock hit by EU investigation into China’s EV makers, while Tesla’s stock rises
September 13, 2023
Tickers
BYDDY
DRIV
GELYY
LI
Tags
GELYY
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From
MarketWatch
Asia Closes Lower, Europe Down Ahead Of US Inflation Data - Global Markets Today While US Was Sleeping
September 13, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
VWO
Market News
FXA
From
Benzinga
Asian and European Markets Mixed, Energy Rises While US Futures Trade In Red - Global Markets Today While US Was Sleeping
September 12, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
ORCL
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From
Benzinga
Asian Markets Remain Mixed, Crude Falls While Eurozone Economic Growth Outlook Downgraded - Global Markets Today While US Was Sleeping
September 11, 2023
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AGOV
ASHR
ASIA
Tags
FXA
Market News
VWO
From
Benzinga
Asian Markets Close Lower, European Markets Trade In Red While Commodities Gain - Global Markets Today While US Was Sleeping
September 08, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
MCHI
EWU
FLAX
From
Benzinga
China ETFs are falling sharply as they lag global stocks in 2023
September 07, 2023
Tickers
ACWI
ASHR
KWEB
MCHI
Tags
RAYC
ASHR
ACWI
From
MarketWatch
Asia Closes in Red, Europe Trades Higher as Crude Oil Flirts Near Yearly High - Global Markets Today While US Was Sleeping
September 07, 2023
Tickers
AAPL
ADIV
AGOV
ASHR
Tags
Forex
SPY
IEV
From
Benzinga
Asian Markets Mixed, Europe Trades Lower Along With Crude and Gold - Global Markets Today While US Was Sleeping
September 06, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
Forex
UUP
Commodities
From
Benzinga
Asia Closes in Red, Europe Trades Lower Along with Commodities - Global Markets Today While US Was Sleeping
September 05, 2023
Tickers
ADIV
AGOV
ASHR
ASIA
Tags
Benzinga
EZU
CQQQ
From
Benzinga
China ETFs attempt to book best day in a month after PBOC vows to support weak yuan with forex reserve ratio cut
September 01, 2023
Tickers
COMP
DJIA
GXC
KWEB
Tags
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From
MarketWatch
Nio’s stock bounces after August EV deliveries jump 81%
September 01, 2023
Tickers
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MCHI
NIO
SPX
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MCHI
SPX
XPEV
From
MarketWatch
Nio stock falls after losses widen and revenue falls more than forecast
August 29, 2023
Tickers
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NIO
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SPX
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From
MarketWatch
Republican presidential debate: You wanted to hear about inflation. Here’s what you heard about instead.
August 24, 2023
Tickers
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XLE
Tags
XLE
RB00
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From
MarketWatch
China's Xi Makes It 'Next To Impossible' To Do Business, Hedge Funder Protests
August 23, 2023
Tickers
EFAS
GXC
KWEB
MCHI
Tags
Benzinga
Xi Jinping
Hayman Capital Management
From
Benzinga
ETFs that buy Chinese stocks mired with losses after ‘measly’ rate cut in disappointing stimulus
August 21, 2023
Tickers
ASHR
CQQQ
KWEB
MCHI
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ASHR
RAYC
KWEB
From
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Larry Summers Explains Why US Must Stay Wary Of Economically Weaker China: 'Can Become Irrational And Dangerous'
August 21, 2023
Tickers
MCHI
Tags
Eurasia
News
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From
Benzinga
Xi Jinping Behind China's Economic Woes, Experts Say: 'Don't Think We Can Yet Sort Of Wipe China Off The Blackboard'
August 19, 2023
Tickers
ASIA
MCHI
Tags
Top Stories
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Market News
From
Benzinga
China's State-Owned Developers In Crisis: Global Alarm Over Intensifying Housing Downturn
August 18, 2023
Tickers
ASIA
BABA
EWH
MCHI
Tags
BABA
Economics
REIT
From
Benzinga
Jim Cramer's Spot-On Call: China Takes Action To Boost Ailing Stock Market, Report Reveals
August 16, 2023
Tickers
ASIA
BABA
BIDU
JD
Tags
MCHI
Markets
JD
From
Benzinga
Time To Buy Alibaba, Baidu, JD.com? Jim Cramer Gives The Greenlight: 'Go Ahead... For Now'
August 15, 2023
Tickers
ASIA
BABA
BIDU
JD
Tags
Economics
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BABA
From
Benzinga
Cathie Wood Unravels Fed's Domino Effect Breaking China And Triggering Global Deflationary Bust: 'Rapid Growth Can Cover Many Economic Sins'
August 15, 2023
Tickers
ASIA
MCHI
Tags
Federal Reserve
MCHI
Markets
From
Benzinga
China-focused ETFs drop as country’s property woes highlight ‘recession risks in China are real’
August 14, 2023
Tickers
ASHR
KWEB
MCHI
RAYC
Tags
HK:3690
HK:9988
HK:939
From
MarketWatch
What's Going On With Alibaba Stock Monday?
August 14, 2023
Tickers
BABA
FXI
KWEB
MCHI
Tags
FXI
Briefs
BABA
From
Benzinga
Nio and Alibaba shares sink, weighed down by Country Garden’s financial woes and downbeat China data
August 11, 2023
Tickers
BABA
BEKE
BILI
JD
Tags
HK:2007
XPEV
NIO
From
MarketWatch
Paul Krugman Thinks China's Economic Woes Make It More Dangerous To Global Security: 'Autocratic Regimes Sometimes Respond ... With Foreign Adventurism'
August 11, 2023
Tickers
ASIA
MCHI
Tags
Government
Benzinga
Politics
From
Benzinga
China Grapples With Deflation As Reopening Efforts Falter: El-Erian Says CPI Data 'Deepens Worries'
August 09, 2023
Tickers
ASIA
MCHI
Tags
Economics
China
Media
From
Benzinga
China, U.S. Have Wide Valuation Gap Between Them
August 08, 2023
Tickers
CHIC
KFYP
KGRN
MCHI
Tags
equity etf
kgrn
China equities ETF
From
ETF Trends
Is Investing In China A Good Idea Right Now? 'It's Complicated,' Say Morgan Stanley Analysts
August 03, 2023
Tickers
ASHR
ASIA
CQQQ
EEM
Tags
CQQQ
Benzinga
MCHI
From
Benzinga
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