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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
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Morgan Stanley has downgraded China — and here’s the rival it prefers
August 03, 2023
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July 31, 2023
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July 27, 2023
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July 26, 2023
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China ETFs jump as overseas investors flock back to Chinese assets after Beijing vows more measures to boost economic recovery
July 25, 2023
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July 24, 2023
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An ETF that can’t go down? This new ‘buffer’ fund is designed to provide 100% protection against stock-market losses
July 20, 2023
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China-focused ETFs fall after country’s growth disappoints, deepening 2023 losses
July 17, 2023
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From
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China's Q2 GDP Miss Stirs Unease: Alibaba, BYD, Other Stocks In Focus As Analysts Point To Consumer Slowdown
July 17, 2023
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July 06, 2023
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China ETFs fall after services sector data, deepening losses this year as U.S. stocks, emerging-markets funds rise in 2023
July 05, 2023
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These 3 Investments Could Make You the Most Money in the Second Half of 2023, According to Top Investors
July 05, 2023
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Recent Press Releases
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China ETFs jump after upbeat economic data, EV delivery results
July 03, 2023
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XPeng stock jumps toward a 9-month high as new G6 coupe SUV is launched
June 30, 2023
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Wall Street’s crystal ball is broken: Why financial markets’ big bet on China’s economic boom is going all wrong
June 26, 2023
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China ETFs tumble after PBOC’s rate cut disappoints markets
June 20, 2023
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Jim Cramer Wishes China 'Good Luck' After Rate Cut: 'Any Stimulus ... Will Need Help From West'
June 15, 2023
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China ETFs Climb On Hopes Of Better US Relations As State Department Confirms Blinken's Beijing Visit
June 14, 2023
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Here Are All The Corporate CEOs Who Made A Beeline To China To Chase Huge Market Opportunities Amid The Country's Reopening
June 04, 2023
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Nio’s stock tumbles toward 3-year low after May deliveries fall
June 01, 2023
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China ETFs Fall As Economy Shows Signs Of Contraction For The Second Consecutive Month
May 31, 2023
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XPeng stock dives after wider-than-expected loss, downbeat outlook
May 24, 2023
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China Tensions Are Top Of Mind For Biden's Weeklong Asia Tour: 'We Are Not Going To Arm-Twist'
May 16, 2023
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Victims of Communism Museum’s CEO talks about its first year in business, his boycott of China and how Putin is ‘Stalin Light’
May 13, 2023
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Is China Going Into A Recession? Country's Tiny Inflation Rate Has Economists Worried About Japanese-Style Doom Loop
May 11, 2023
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GXC
KWEB
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From
Benzinga
Biden’s upcoming limits on U.S. investments in China expected to target VCs and private equity, not typical portfolios
April 21, 2023
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FXI
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From
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‘Deep, lingering, persistent’ skepticism over China’s growth potential is keeping global financial markets from embracing its reopening
April 19, 2023
Tickers
COMP
DJIA
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From
MarketWatch
China's Strong Q1 Economic Rebound Sparks Optimism for Apple, Tesla And These Companies
April 18, 2023
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Market News
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How much should you invest in China?
April 17, 2023
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China’s shadow banking sector poses ‘rising risks of a financial crisis’: report
April 10, 2023
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From
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