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home
about us
Investment Approach
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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
FIP
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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The market loved the CPI and PPI data, but here are four worrying signs about lingering inflation
November 16, 2022
Tickers
AAP
AAPL
AMC
AMZN
Tags
NQ00
BABA
AMZN
From
MarketWatch
U.S. stock futures rise as signs of cooling inflation continue to energize bulls
November 16, 2022
Tickers
COMP
DJIA
NVDA
SOX
Tags
SPX
BX:TMUBMUSD02Y
ES00
From
MarketWatch
Even JPMorgan’s bullish strategist Kolanovic says markets are getting ahead of themselves. Here’s what he and a Goldman strategist say to do now.
November 15, 2022
Tickers
BABA
HD
WMT
Tags
BX:TMUBMUSD10Y
WMT
ES00
From
MarketWatch
U.S. stock futures gain ground as positive China news lifts spirits
November 15, 2022
Tickers
COMP
DJIA
HD
SPX
Tags
WMT
DJIA
SPX
From
MarketWatch
Markets are getting a wake-up call in 2023, says Morgan Stanley, which offers a plan for investors to get ready.
November 14, 2022
Tickers
AAPL
AMAT
AMC
AMZN
Tags
MMM
HD
NQ00
From
MarketWatch
U.S. stock futures ease as ‘peak inflation’ rally stalls
November 14, 2022
Tickers
COMP
DJIA
META
SPX
Tags
NQ00
COMP
YM00
From
MarketWatch
Citi says investors have up to six weeks to keep squeezing the bears after the inflation surprise
November 11, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
SPX
AAPL
DXY
From
MarketWatch
U.S. stock futures rise as bullish traders extend the ‘peak inflation’ rally
November 11, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Crypto and tech are the first dominoes to fall as stimulus liquidity dries up, says this money manager. Here’s what could happen next.
November 10, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CL/1
AMZN
NQ00
From
MarketWatch
U.S. stock futures steady after sell-off as crucial inflation data looms
November 10, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
SPX
DJIA
From
MarketWatch
Investors are getting good at expecting the worst. Here’s what the smart worriers should be doing now, says this strategist.
November 09, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
DIS
GME
WEN
From
MarketWatch
U.S. stock futures waver with midterm results likely to result in gridlock
November 09, 2022
Tickers
COMP
DIS
DJIA
SPX
Tags
SPX
BX:TMUBMUSD02Y
DXY
From
MarketWatch
Here’s the trouble under the hood at Warren Buffett’s Berkshire Hathaway
November 08, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
NQ00
PGR
AMZN
From
MarketWatch
U.S. stock futures point to three-day winning streak with midterm elections under way
November 08, 2022
Tickers
COMP
DIS
DJIA
LYFT
Tags
NQ00
DIS
COMP
From
MarketWatch
Here’s how much China stocks still could rally from zero-COVID, say Goldman Sachs strategists
November 07, 2022
Tickers
AAPL
AMC
AMZN
ATVI
Tags
BNTX
YUMC
HK:HSI
From
MarketWatch
U.S. stock futures rise as bulls shrug off short Treasury yields near 15-year highs
November 07, 2022
Tickers
AAPL
COMP
DJIA
SPX
Tags
YM00
COMP
HK:HSI
From
MarketWatch
U.S. stocks poised to break four-day losing streak, as jobs data looms
November 04, 2022
Tickers
BABA
COMP
DJIA
SPX
Tags
ES00
DXY
BX:TMUBMUSD02Y
From
MarketWatch
‘Oh my gosh, why am I not in the market?’ This forecaster says investors will be shocked by what’s about to happen next
November 03, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
BKKT
MULN
YM00
From
MarketWatch
U.S. futures struggle for traction after latest Fed-inspired shellacking
November 03, 2022
Tickers
DJIA
MRNA
PTON
PYPL
Tags
UAA
NQ00
PYPL
From
MarketWatch
The best way to play the Fed decision is do absolutely nothing, this industry veteran says
November 02, 2022
Tickers
AAPL
ABNB
AMC
AMD
Tags
BX:TMUBMUSD10Y
CVS
DXY
From
MarketWatch
U.S. stock futures rise in cautious trade ahead of Fed policy announcement
November 02, 2022
Tickers
AMD
COMP
DJIA
EBAY
Tags
YM00
DJIA
Z
From
MarketWatch
This reliable indicator of recession has yet to buckle, and so the Fed won’t either, strategist says
November 01, 2022
Tickers
AAPL
ABMD
AMC
AMD
Tags
ES00
DXY
BX:TMUBMUSD10Y
From
MarketWatch
Dow futures climb as traders jostle for position before Fed decision
November 01, 2022
Tickers
ABNB
AMD
COMP
DJIA
Tags
LLY
UBER
YM00
From
MarketWatch
The S&P 500 can get to 4,150 before ‘reality sets in,’ says Morgan Stanley’s normally bearish top strategist
October 31, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CL/1
AMZN
NQ00
From
MarketWatch
S&P 500 futures pull back from six-week highs as traders eye looming Fed meeting
October 31, 2022
Tickers
AMZN
COMP
DJIA
GOOG
Tags
YM00
META
DJIA
From
MarketWatch
Stocks usually do well after the midterms. Not this time, forecasts BlackRock
October 28, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
NQ00
CVX
CL/1
From
MarketWatch
Tech set to drive losses on Wall Street after Amazon adds to batch of disappointing results
October 28, 2022
Tickers
AAPL
ABBV
AMZN
CAT
Tags
ABBV
META
DJIA
From
MarketWatch
Why valuation reversals for big tech companies may just be getting started
October 27, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
YM00
GOOGL
TY00
From
MarketWatch
U.S. stock futures inch up after Meta shocker and as traders nervously eye Apple and Amazon results
October 27, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
YM00
EURUSD
MSFT
From
MarketWatch
Here’s what needs to happen for the stock market to bottom, according to Goldman Sachs strategists
October 26, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
BX:TMUBMUSD10Y
TXN
DXY
From
MarketWatch
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