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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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A Fed pause looms. Be careful what you wish for, say these analysts.
April 21, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
YM00
SLB
PG
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April 21, 2023
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COMP
DJIA
PG
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These five synchronized assets are pointing to a ‘black swan event,’ says market veteran
April 20, 2023
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ADBE
AMC
AXP
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YM00
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From
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U.S. stock futures drop after Elon Musk suggests Tesla may sacrifice margins
April 20, 2023
Tickers
AAL
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AXP
CMA
Tags
YM00
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From
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Most day traders flop. These researchers say one popular strategy works.
April 19, 2023
Tickers
AAPL
AMC
ASML
BBBY
Tags
WAL
BX:TMUBMUSD10Y
NQ00
From
MarketWatch
U.S. futures soft as traders eye results from Morgan Stanley, Tesla and IBM
April 19, 2023
Tickers
AA
COMP
DJIA
IBM
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SPX
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COMP
From
MarketWatch
If King Dollar is wobbling, this asset is your best investment, says Citi
April 18, 2023
Tickers
AAPL
AGQ
AMC
BABA
Tags
NIO
BX:TMUBMUSD02Y
ERIC
From
MarketWatch
Stock futures nudge higher as fresh batch of earnings eyed.
April 18, 2023
Tickers
BAC
BK
COMP
DJIA
Tags
BAC
NFLX
DJIA
From
MarketWatch
‘Gradually, then suddenly.’ Earnings expectations may be about to drop, says Morgan Stanley strategist.
April 17, 2023
Tickers
AAPL
AMC
APE
BAC
Tags
MULN
NIO
BX:TMUBMUSD02Y
From
MarketWatch
U.S. stock futures near highs of the year as earnings season eyed
April 17, 2023
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BAC
COMP
DJIA
GS
Tags
BAC
SCHW
JNJ
From
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Bank earnings season is here. This popular value fund just bought Kroger and a regional lender.
April 14, 2023
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AMC
BA
BBBY
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U.S. stock futures fall ahead of JPMorgan, Wells Fargo results and retail sales data
April 14, 2023
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BLK
C
COMP
DJIA
Tags
BLK
WFC
PNC
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Beware of these popular Dow heavyweights — expensive and loaded with debt, says this analyst
April 13, 2023
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AMC
AMZN
APE
BA
Tags
HAS
ES00
WFC
From
MarketWatch
U.S. stock futures rise on eve of earnings season
April 13, 2023
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C
COMP
DAL
DJIA
Tags
DJIA
ES00
WFC
From
MarketWatch
Mortgage rates are too high to move. Here are four stocks that benefit, according to a money manager.
April 12, 2023
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AAPL
AMC
APE
BBBY
Tags
BUD
FTV
AMC
From
MarketWatch
U.S. stock futures steady as traders await inflation data
April 12, 2023
Tickers
C
COMP
DJIA
JPM
Tags
JPM
ES00
DJIA
From
MarketWatch
Left for dead, the once-popular 60/40 investment strategy is about to make a comeback
April 11, 2023
Tickers
AAPL
AMC
BABA
BBBY
Tags
CA:TLRY
BABA
YM00
From
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U.S. stock futures steady as traders eye looming inflation data and earnings
April 11, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
NQ00
SPX
From
MarketWatch
Investors looking for further proof of a ‘credit crunch’ just got it, says this strategist.
April 10, 2023
Tickers
BLK
C
CMCSA
GM
Tags
YM00
GM
NQ00
From
MarketWatch
U.S. stock futures point to mostly steady start ahead of big week on data, earnings season kick off
April 10, 2023
Tickers
C
COMP
DJIA
JPM
Tags
YM00
BX:TMUBMUSD02Y
COMP
From
MarketWatch
Recession threat may mean stock-market investors no longer see bad news on economy as good news
April 09, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
YM00
From
MarketWatch
What’s next for the stock market after jobs report lands on Good Friday holiday
April 07, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
COMP
From
MarketWatch
U.S. stock futures in holding pattern ahead of March jobs report on Good Friday
April 07, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
SPX
NQ00
From
MarketWatch
Bitcoin has been boosted by the banking crisis — and these two other factors, says JPMorgan strategist
April 06, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
BBBY
COST
AMC
From
MarketWatch
U.S. stock futures steady as major jobs report looms
April 06, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
YM00
From
MarketWatch
The commodity supercycle is still young, these strategists say. Here’s why.
April 05, 2023
Tickers
AAPL
AI
AMC
APE
Tags
MULN
NIO
APE
From
MarketWatch
U.S. stock futures struggle to resume rally as jobs data looms
April 05, 2023
Tickers
COMP
DJIA
JPM
SPX
Tags
WMT
JPM
ES00
From
MarketWatch
Should you buy stocks? Watch these crucial levels on the S&P 500 and Nasdaq for answers, says strategist.
April 04, 2023
Tickers
AAPL
AMC
APE
BABA
Tags
MULN
GME
VORB
From
MarketWatch
U.S. stock futures hold near seven-week highs as bond yields and oil prices stabilize
April 04, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
NQ00
From
MarketWatch
Underweight stocks now, says JPMorgan, because there’s a risk-free alternative paying 5%
April 03, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
CL/1
CH:UBSG
AMC
From
MarketWatch
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