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home
about us
Investment Approach
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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
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
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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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Another ‘Volmageddon’? JPMorgan becomes the latest to warn about an increasingly popular short-term options strategy.
February 16, 2023
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ALB
AMAT
AMC
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U.S. stock futures show Wall Street holding recent gains
February 16, 2023
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SPX
VIX
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By one measure, these are the most speculative stocks this year
February 15, 2023
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AMC
APE
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Stock futures slip as fretting revives over stubborn inflation
February 15, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
SPX
From
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The peak of this market rally is almost here, says JPMorgan. Time to ditch U.S. stocks, and buy these instead, says Wall Street giant.
February 14, 2023
Tickers
A
AAPL
AKAM
AMC
Tags
PLTR
NQ00
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures steady ahead of crucial inflation report
February 14, 2023
Tickers
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DJIA
SPX
Tags
ES00
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SPX
From
MarketWatch
Here are five companies to pick if Goldman Sachs is right about the stock market being flat in 2023
February 13, 2023
Tickers
AAPL
ALGN
AMAT
AMC
Tags
APE
BX:TMUBMUSD02Y
NIO
From
MarketWatch
U.S. stock futures point to cautious open as inflation data looms
February 13, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
SPX
From
MarketWatch
This nearly 150-year-old fund hasn’t cut its dividend since 1938. Here are the stocks it likes, and four it doesn’t.
February 10, 2023
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AAPL
ALB
AMC
AMZN
Tags
EXPE
INTU
UK:HSX
From
MarketWatch
U.S. stock futures point to another down day on Wall Street amid earnings disappointment
February 10, 2023
Tickers
COMP
DJIA
EXPE
GOOGL
Tags
ES00
DJIA
LYFT
From
MarketWatch
Why U.S. dollar bears don’t believe in the greenback’s big bounce
February 09, 2023
Tags
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BX:TMUBMUSD02Y
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MarketWatch
Believe the hype? Morgan Stanley says AI chatbots will have more staying power than meme and pot stocks
February 09, 2023
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ABBV
AMC
AMZN
Tags
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DIS
From
MarketWatch
U.S. stock futures point to bounce back on Wall Street
February 09, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
NQ00
From
MarketWatch
No wonder Powell didn’t commit to extra hikes. Here are five reasons the January jobs report may be too good to be true.
February 08, 2023
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AMC
AMZN
APE
Tags
CMG
AMZN
CVS
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MarketWatch
U.S. stock futures slip as ahead of a busy day for Fed speakers
February 08, 2023
Tickers
COMP
CVS
DIS
DJIA
Tags
YM00
NQ00
DIS
From
MarketWatch
‘Mr. Market is a drunken psycho.’ Why this hedge-fund manager is shorting some of the market’s biggest names.
February 07, 2023
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AAPL
AMC
AMZN
APE
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CL/1
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AMC
From
MarketWatch
U.S. stock futures nudge higher ahead of eagerly awaited comments from Fed chief Powell
February 07, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
NQ00
SPX
From
MarketWatch
The next few days may reveal whether investors have been riding one big suckers rally, says this strategist.
February 06, 2023
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AMC
AMZN
APE
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MarketWatch
U.S. stock futures point to further losses after payrolls shocker
February 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
NQ00
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They’re baaaaack. Retail participation in the stock market just surpassed the GameStop days.
February 03, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
GOOGL
SBUX
ARKK
From
MarketWatch
U.S. stock futures tumble ahead of jobs data, with tech under pressure as Apple, Amazon and Alphabet fall after results
February 03, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
SPX
NQ00
COMP
From
MarketWatch
This trader nailed two big market calls in 2022. She says investors are ‘being paid to wait’ so should steer clear of stocks for 2023.
February 02, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
SPX
F
DXY
From
MarketWatch
U.S. stock futures point to further gains as Meta results, Powell press conference provide cheer
February 02, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
COMP
NQ00
SPX
From
MarketWatch
Michael Burry says sell and Jim Cramer says buy. As the Fed meets, here’s how they both could be wrong on stocks.
February 01, 2023
Tickers
AAPL
AMC
AMD
APE
Tags
BBBY
EA
AMC
From
MarketWatch
U.S. stock futures shift lower as investors brace for Fed policy decision
February 01, 2023
Tickers
AMD
BSX
COMP
DJIA
Tags
SNAP
TMUS
HUM
From
MarketWatch
This newsletter editor has been recommending stocks and bonds this year and says the rally has room to run
January 31, 2023
Tickers
AAPL
AMC
AMD
AMGN
Tags
AAPL
XOM
NIO
From
MarketWatch
U.S. stock futures point to weak finish to strong January for Wall Street
January 31, 2023
Tickers
COMP
DJIA
GM
MCD
Tags
YM00
XOM
NQ00
From
MarketWatch
Time to short Goldilocks? Why this major bank’s strategist is now turning cautious.
January 30, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
BBBY
UK:BP
GME
From
MarketWatch
Dow futures drop 200 points as Fed decision, tech earnings await
January 30, 2023
Tickers
AAPL
AMZN
ARKK
COMP
Tags
SPX
NQ00
COMP
From
MarketWatch
Investors beware. It’s the market relationship with data that may pivot when the Fed pauses, says Citi.
January 27, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
TSLA
NIO
GC00
From
MarketWatch
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