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home
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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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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
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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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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
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U.S. stock futures weaken ahead of key inflation data, as traders weigh whether to extend rate-hope rally
January 27, 2023
Tickers
COMP
DJIA
INTC
SPX
Tags
ES00
DJIA
INTC
From
MarketWatch
Fed rate cuts always lead to stock-market gains — but this one thing must happen too, veteran Wall Street strategist says
January 26, 2023
Tickers
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AMC
AMZN
BBBY
Tags
CL/1
AMC
MULN
From
MarketWatch
U.S. stock futures mostly steady as traders await GDP data, while tech set to rise on Tesla bounce
January 26, 2023
Tickers
CMCSA
COMP
DJIA
DOW
Tags
CMCSA
INTC
MSFT
From
MarketWatch
Why Exxon or Chevron may want to swoop overseas and buy a rival, Citi analysts say
January 25, 2023
Tickers
AAPL
AMC
AMZN
ASML
Tags
CVX
NQ00
BX:TMUBMUSD10Y
From
MarketWatch
Nasdaq set to lead market lower after Microsoft forecasts softer demand
January 25, 2023
Tickers
ABT
AMZN
COMP
CSX
Tags
NQ00
SPX
T
From
MarketWatch
How a money drain in 2023 could upset the banks again and cause another market meltdown, investor warns
January 24, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
MSFT
UK:BRN00
TSLA
From
MarketWatch
Stock futures pause after latest bounce as big batch of earnings reports loom
January 24, 2023
Tickers
COMP
DJIA
GE
JNJ
Tags
TXN
ES00
DJIA
From
MarketWatch
Don’t let the ‘bear market house of mirrors’ fool you, Morgan Stanley’s Mike Wilson warns of the stock market
January 23, 2023
Tickers
AAPL
AMC
APE
ARKK
Tags
NIO
BX:TMUBMUSD02Y
JP:NIK
From
MarketWatch
U.S. stock futures show caution as latest bounce stalls
January 23, 2023
Tickers
BA
BKR
COMP
CR
Tags
COMP
NQ00
SPX
From
MarketWatch
‘Overbought and overpriced.’ Why this investor sees a bubble popping for this popular group of stocks
January 20, 2023
Tickers
AAPL
AMC
BA
BBBY
Tags
SE:ERIC/A
WISA
GME
From
MarketWatch
U.S. stock futures mostly steady, with tech pointing higher as Alphabet and Netflix rise in premarket
January 20, 2023
Tickers
AMZN
BA
COMP
DJIA
Tags
BA
AMZN
TSLA
From
MarketWatch
The 1980s was the blueprint for the upcoming disinflation cycle and these are the stocks for it, strategists say
January 19, 2023
Tickers
AA
AAL
AAPL
AEP
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AVGO
T
ED
From
MarketWatch
U.S. stock futures signal further losses amid resurgent recession fears
January 19, 2023
Tickers
AAL
COMP
DJIA
MSFT
Tags
ES00
NFLX
DJIA
From
MarketWatch
One of Wall Street’s biggest bulls on 2022 says he’s learned his lesson and isn’t chasing stocks right now
January 18, 2023
Tickers
AA
AAPL
AMC
AMZN
Tags
BX:TMUBMUSD10Y
NQ00
ES00
From
MarketWatch
U.S. futures steady after BoJ-induced wobble, with more earnings and data including retail sales ahead
January 18, 2023
Tickers
AA
COMP
DFS
DJIA
Tags
SCHW
PLD
BX:TMBMKJP/10Y
From
MarketWatch
How a ‘triple-barreled buy signal’ and other green flags could send the S&P 500 20% higher, says this money manager
January 17, 2023
Tickers
AAPL
AMC
APE
BABA
Tags
ES00
DWAC
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures dip after three-day break
January 17, 2023
Tickers
COMP
DJIA
GS
MS
Tags
GS
ES00
DJIA
From
MarketWatch
Tesla is a ‘soft-landing’ stock, says Goldman Sachs. Here are its picks for a gentle slide as well as a rough landing.
January 13, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
C
SBUX
BABA
From
MarketWatch
U.S. stock futures mostly steady as Bank of America, JP Morgan and other big financial names get ready to kick off earnings season
January 13, 2023
Tickers
BAC
BLK
C
COMP
Tags
BX:TMUBMUSD10Y
NQ00
SPX
From
MarketWatch
Why investors may want to stay in one of last year’s best-performing assets
January 12, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
SPX
DXY
YM00
From
MarketWatch
U.S. stock futures steady as investors wait for the December inflation report
January 12, 2023
Tickers
BAC
C
COMP
DJIA
Tags
COMP
NQ00
SPX
From
MarketWatch
Ichor stock tumbles after chip equipment maker’s revenue warning
January 11, 2023
Tickers
AMAT
ICHR
LRCX
NDX
Tags
SPX
NQ00
AMAT
From
MarketWatch
There’s a big gap between how companies and the government measure profits. Historically, that’s been a bad sign for stocks
January 11, 2023
Tickers
AAPL
AMC
APE
BBBY
Tags
WWE
HG00
BBBY
From
MarketWatch
U.S. stock futures steady after solid start to year and as inflation data looms
January 11, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
NQ00
From
MarketWatch
Chinese stocks have been on a tear. Morgan Stanley says it’s turning even more bullish.
January 10, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
BBBY
YUMC
GME
From
MarketWatch
U.S. stock futures ease as latest rally fades on more hawkish Fed commentary
January 10, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
SPX
From
MarketWatch
Powell won’t stop rate hikes until he ‘terrifies’ the wealthiest of investors, says this CIO
January 09, 2023
Tickers
AAPL
AMC
APE
AZN
Tags
AMC
CL/1
AAPL
From
MarketWatch
U.S. stock futures gain as investors look to extend ‘soft landing’ rally
January 09, 2023
Tickers
BAC
C
COMP
DJIA
Tags
SPX
HK:HSI
NQ00
From
MarketWatch
Citi has just cut its rating on U.S. stocks to underweight. Here’s why and what it prefers.
January 06, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
ES00
DJIA
BAC
From
MarketWatch
U.S. stock futures steady as traders eye nonfarm payrolls report
January 06, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
KR:005930
From
MarketWatch
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