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home
about us
Investment Approach
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
Tax-Free Income Seminar
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Citi targets Big Oil in biggest step among major banks on climate change
January 19, 2022
Tickers
BAC
C
JPM
XOP
Tags
NG00
DJIA
C
From
MarketWatch
Exxon vows to cut carbon emissions from operations to ‘net zero’ but won’t exit fossil fuels
January 18, 2022
Tickers
CVX
RDS-A
XOM
Tags
RDS/A
CL00
XOM
From
MarketWatch
What a Russian invasion of Ukraine would mean for markets
January 14, 2022
Tickers
COMP
RSX
SPX
Tags
CL00
SPX
TY00
From
MarketWatch
Scorched Western states and a hurricane in New York: Earth experienced one of its hottest years on record in 2021
January 13, 2022
Tickers
BEP
ENPH
GE
ICLN
Tags
BEP
CL00
QCLN
From
MarketWatch
Oil futures edge down after hitting 2-month high
January 13, 2022
Tags
UK:BRN00
NGH22
NG00
From
MarketWatch
Biden pushing wind power off New York and New Jersey in record lease offering
January 12, 2022
Tickers
FAN
Tags
NG00
FAN
From
MarketWatch
Watch out for stock headwinds and recessionary pressures, warns bond king Jeffrey Gundlach
January 12, 2022
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AAPL
AMC
BABA
BIIB
Tags
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AMC
IMRN
From
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Earth-saving promises in ESG fund prospectuses aren’t all that green: report
January 11, 2022
Tickers
BLK
CVX
DUK
EFIV
Tags
NG00
SO
EFIV
From
MarketWatch
The ‘dirty’ U.S. economy bounced back faster than overall growth last year — here’s how
January 10, 2022
Tags
RB00
NG00
From
MarketWatch
The 10 most expensive climate-change disasters of 2021 cost $170 billion — and this U.S. storm was No. 1
December 27, 2021
Tags
NG00
LC00
From
MarketWatch
New York will become largest U.S. city to restrict gas for cooking and heating, paving the way for more cities to join
December 16, 2021
Tickers
ICLN
XOM
Tags
XOM
NG00
ICLN
From
MarketWatch
Why 2022 will be a ‘more challenging’ year for commodities such as oil and gold
December 16, 2021
Tags
XX:SPGSLV
TIOF22
NGF22
From
MarketWatch
Was the deadly Kentucky tornado due to climate change? It’s ‘complicated’
December 13, 2021
Tags
NG00
From
MarketWatch
Harris wants 500,000 charging stations as Biden administration keeps to aggressive plan for EVs to take over half of auto sales
December 13, 2021
Tags
RB00
NG00
From
MarketWatch
More than half of young people surveyed think ‘humanity is doomed’ due to climate change
December 10, 2021
Tags
NG00
From
MarketWatch
A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs
December 01, 2021
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NG00
From
MarketWatch
Central banks must stop throwing fuel on the inflation fire, Issing says
November 30, 2021
Tags
DJIA
NG00
HO00
From
MarketWatch
Oil prices claw back some of Fridays rout, as OPEC reportedly set to delay technical meetings
November 29, 2021
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RBZ21
HOZ21
CLF22
From
MarketWatch
Texas and Midwest at risk of winter blackouts if another deep freeze hits, watchdog warns
November 18, 2021
Tags
NG00
From
MarketWatch
Greta Thunberg on next move in climate-change fight: ‘COP26 is over, blah, blah, blah… We will never give up’
November 13, 2021
Tags
NG00
From
MarketWatch
5 takeaways from the COP26 climate summit investors need to know
November 13, 2021
Tickers
APD
COP
ENB
FAN
Tags
CL00
FLR
COP
From
MarketWatch
Solar tax credits and heat pump rebates: All the ways Build Back Better would incentivize cleaner energy at home
November 10, 2021
Tickers
GM
ICLN
LYFT
TSLA
Tags
NG00
ICLN
LYFT
From
MarketWatch
Here’s the first U.S. city to cut gas and oil for all-electric, on the path to zero carbon emissions
November 04, 2021
Tags
NG00
CL00
From
MarketWatch
Oil and gas are a ‘subprime carbon bubble’ worth $22 trillion: Al Gore
November 03, 2021
Tickers
ICLN
USO
XLE
XOP
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NG00
USO
XLE
From
MarketWatch
World’s biggest banks tell COP26 they’ll play a role in limiting emissions, but oil funding continues
November 03, 2021
Tickers
BCS
HSBC
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HSBC
CL00
BCS
From
MarketWatch
BlackRock’s Larry Fink warns that oil assets will shift to private hands to avoid scrutiny — and that’s ‘greenwashing’
November 02, 2021
Tickers
BLK
Tags
UK:WBS00
BLK
CL00
From
MarketWatch
India’s Modi surprises COP26 climate summit with 2070 target for net-zero emissions
November 02, 2021
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NG00
From
MarketWatch
Biden to push tougher EPA stance on methane as part of effort to cut these potent emissions 30% by 2030
November 02, 2021
Tags
NG00
CL00
From
MarketWatch
Clean-energy jobs split nearly equally between Republican, Democratic districts — this shows where the most jobs are
November 01, 2021
Tags
CL00
NG00
From
MarketWatch
Climate action is in the ‘economic interest of every nation,’ says Biden
November 01, 2021
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NG00
UK:WBS00
From
MarketWatch
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