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home
about us
Investment Approach
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Team Biographies
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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 Contact with Portfolio Manager(s)
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)
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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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
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Latest News about MXN
Recent news which mentions MXN
Banxico Minutes Show Split Vote, Further Cuts Lie Ahead
August 21, 2025
Tags
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June 11, 2025
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June 10, 2025
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Tags
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June 07, 2025
Tickers
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Tags
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UUP
Market News
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Mexican Peso Strengthens Ahead Of Friday’s NFP Data, With U.S.-Mexico Relations In Focus
June 05, 2025
Tickers
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Tags
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MXN
Market News
From
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Mexican Peso Trades Sideways Against The U.S. Dollar As U.S. Jobs Data Remains In Focus
June 03, 2025
Tickers
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Tags
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MXN
Market News
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Mexican Peso Gains As Inflation Surprises, But U.S. Risks Persist
May 22, 2025
Tickers
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Tags
UUP
MXN
Currencies/Forex
From
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Banxico Cuts Rates By 50-Basis Points As Expected, To 8.50%
May 15, 2025
Tickers
UUP
Tags
MXN
UUP
Market News
From
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Mexican Peso Hits 7-Month High Amid Weak U.S. Dollar, Eyes On Banxico
May 14, 2025
Tickers
UUP
Tags
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Currencies/Forex
MXN
From
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Mexican Peso strengthens as Fed Chair Powell signals patience
May 07, 2025
Tickers
UUP
Tags
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MXN
Market News
From
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Mexican Peso Firms As U.S. Trade Deficit Widens, Trump Softens Tariff Rhetoric
May 06, 2025
Tickers
UUP
Tags
Market News
Currencies/Forex
MXN
From
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Mexican Peso Slumps As U.S. Recession Fears Boost U.S. Dollar Despite Surprise Gdp Beat
April 30, 2025
Tickers
UUP
Tags
Market News
Currencies/Forex
UUP
From
TalkMarkets
Mexican Peso Firms As Softer U.S. Data Boosts Risk Appetite
April 29, 2025
Tickers
UUP
Tags
MXN
UUP
Currencies/Forex
From
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USD/MXN: pros trim their peso bets ahead of Banxico decision
May 08, 2024
Tickers
USD
Tags
USD
Central Banks
MXN
From
Invezz
USD/MXN: Hedge funds are extremely bullish on the Mexican peso
April 15, 2024
Tickers
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Forex
MXN
From
Invezz
What’s going on with the USD to Mexican peso (USD/MXN)?
December 07, 2023
Tickers
USD
USD-MXN
Tags
USD
Forex
MXN
From
Invezz
My contrarian USD/MXN forecast was right: what next for Mexico peso?
October 19, 2023
Tickers
USD
Tags
North America
World
MXN
From
Invezz
Fiesta Time: Mexican Stocks Topple 2014 Highs And Peso Soars To Best Level Since 2015
July 14, 2023
Tickers
AMX
CX
EWW
FMX
Tags
Emerging Markets
Mexico ETFs
CX
From
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