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home
about us
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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
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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
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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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U.S. stock futures point to steady start to a week rich with inflation and central bank catalysts
December 12, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
YM00
COMP
From
MarketWatch
Here’s what resolves the big mystery on why older Americans have left the workforce
December 09, 2022
Tickers
AAPL
AMC
AMZN
AVGO
Tags
DWAC
BX:TMBMKFR/10Y
TSLA
From
MarketWatch
U.S. stock futures firm as traders await fresh inflation update
December 09, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
NQ00
From
MarketWatch
U.S. stock futures nudge higher after five consecutive declines for the S&P 500
December 08, 2022
Tickers
COMP
DJIA
JPM
MTB
Tags
BX:TMUBMUSD10Y
MTB
DJIA
From
MarketWatch
BNP Paribas studied 100 years of market crashes — here’s what it says is coming next
December 07, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
CL/1
AMZN
BABA
From
MarketWatch
U.S. stock futures point to fifth day of losses as economic growth worries linger
December 07, 2022
Tickers
COMP
DJIA
SPX
Tags
HK:HSI
NQ00
YM00
From
MarketWatch
U.S. stock futures inch higher after rough start to the week
December 06, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
YM00
COMP
From
MarketWatch
This long-time bear warns of a ‘trapdoor’ situation looming for the stock market.
December 05, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
TSLA
GME
AMC
From
MarketWatch
Stock futures dip as bond yields rise on China COVID hopes
December 05, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
The Fed pivot will be good for gold in 2023, says Bank of America
December 02, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
ZS
CH:CSGN
GC00
From
MarketWatch
U.S. stock futures steady ahead of key jobs report
December 02, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
COMP
YM00
From
MarketWatch
This trader sees a 43% drop for the S&P 500 and says to take shelter in these ETFs instead.
December 01, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
YM00
SPLK
SDS
From
MarketWatch
U.S. stock futures pause after Powell-inspired bounce
December 01, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
SPX
ES00
From
MarketWatch
Banks are short more than $1 trillion in capital, this analyst says, who fears the shortfall will only get worse
November 30, 2022
Tickers
AMC
AMGN
APE
BABA
Tags
XPEV
CRWD
JNJ
From
MarketWatch
Stock futures a tad firmer as investors eye Powell speech
November 30, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
YM00
COMP
From
MarketWatch
Stock investors should ‘focus on the marathon, not the sprint’. Think S&P 500 at 6,000 by 2032, says BofA
November 29, 2022
Tickers
AAPL
ADBE
AMC
AMZN
Tags
GME
GC00
TSLA
From
MarketWatch
U.S stock futures rebound as China growth fears abate
November 29, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
CL/1
HK:HSI
From
MarketWatch
Many investors are betting on an inflation peak. Here’s why a former hedge-fund manager says they’re wrong.
November 28, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
COSM
MULN
HK:HSI
From
MarketWatch
U.S. stock futures slide as China unrest raises growth fears
November 28, 2022
Tickers
AAPL
COMP
DJIA
SPX
Tags
COMP
NQ00
CL/1
From
MarketWatch
U.S. stock futures fall as Chinese protests rattle markets, oil hits 2022 low
November 27, 2022
Tickers
COMP
DJIA
SPX
Tags
HK:HSI
CN:SHCOMP
CL/1
From
MarketWatch
U.S. stock futures point to gains in shortened session as Black Friday shopping swings into focus
November 25, 2022
Tickers
AMZN
COMP
DJIA
SPX
Tags
YM00
DJIA
NQ00
From
MarketWatch
U.S. stock futures edge higher ahead of data dump and Thanksgiving break
November 23, 2022
Tickers
COMP
DJIA
SPX
Tags
NG00
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
The best-performing sector in 2022 is not finished crushing it, says Citi, offering three stocks to buy
November 22, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
HK:9618
DLTR
DXY
From
MarketWatch
U.S stock futures rise amid cautious trading as Thanksgiving looms
November 22, 2022
Tickers
COMP
DJIA
SPX
ZM
Tags
SPX
ES00
DJIA
From
MarketWatch
Markets will shift to a ‘hope’ phase next year, and investors would be wise not to miss it, says Goldman Sachs
November 21, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NIO
SPX
HPQ
From
MarketWatch
U.S. stock futures dip as China COVID-19 fears resurface
November 21, 2022
Tickers
COMP
DIS
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
XX:ADOW
From
MarketWatch
U.S. stock futures edge higher with Fed rates commentary in the spotlight
November 18, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
SPX
From
MarketWatch
‘Investors aren’t thinking enough about what can go right in 2023.’ Veteran manager offers five stocks to play the biggest tech theme to come.
November 17, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
TU00
ES00
DXY
From
MarketWatch
U.S. stock futures stall as traders reassess peak Fed narrative
November 17, 2022
Tickers
COMP
CSCO
DJIA
NVDA
Tags
NQ00
COMP
YM00
From
MarketWatch
Republicans clinch slim majority in House, likely signaling gridlock ahead
November 16, 2022
Tags
RB00
NQ00
YM00
From
MarketWatch
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