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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Quarterly Performance Reports
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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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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
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U.S. stock rally set to stall after Microsoft and Alphabet earnings disappoint
October 26, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
AMZN
AAPL
MSFT
From
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The housing market is cratering. This fund manager finds more than a dozen ‘best-in-class’ real-estate firms selling for cheap.
October 25, 2022
Tickers
AAPL
AMC
APE
BABA
Tags
GME
XE:ADS
UK:BRN00
From
MarketWatch
U.S. stock futures ease after S&P 500 ended Monday at highest level in a month
October 25, 2022
Tickers
COMP
DJIA
GE
GOOGL
Tags
MSFT
YM00
SPX
From
MarketWatch
This hedge fund manager who made winning bets in 2020, says investors should brace for a decades-long bear market
October 24, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BABA
DXY
MCD
From
MarketWatch
U.S. stock futures consolidate after last week’s rally
October 24, 2022
Tickers
AAPL
AMZN
BABA
COMP
Tags
GOOGL
BABA
ES00
From
MarketWatch
U.S. stock futures surge after Wall Street’s best week since June
October 23, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
GOOGL
DJIA
ES00
From
MarketWatch
U.S. stock futures wilt after Snap warning, continued bond yield rise
October 21, 2022
Tickers
COMP
DJIA
SNAP
SPX
Tags
SNAP
DJIA
ES00
From
MarketWatch
UBS has released its annual house price bubble report. Here are the most overvalued markets.
October 20, 2022
Tickers
AAL
AAPL
ALL
AMC
Tags
T
NQ00
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures dip as Treasury yields hit fresh 14-year highs, Tesla stock tumbles post results
October 20, 2022
Tickers
AAL
AAPL
AMZN
COMP
Tags
DJIA
AAL
ES00
From
MarketWatch
Here’s the history of countertrend rallies — and why one strategist expects more false starts
October 19, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NFLX
AMC
BBBY
From
MarketWatch
U.S. stock futures waver even after Netflix earnings beat as Treasury yields rise
October 19, 2022
Tickers
COMP
DJIA
IBM
NFLX
Tags
YM00
PG
BX:TMUBMUSD10Y
From
MarketWatch
Want to keep beating the S&P 500 and at much lower risk? Bet on Buffett, and perhaps this younger clone, says this fund manager
October 18, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NVDA
CVS
UK:BRN00
From
MarketWatch
Dow futures up over 200 points on optimism over earnings reports
October 18, 2022
Tickers
COMP
DJIA
GS
JNJ
Tags
JNJ
LMT
NFLX
From
MarketWatch
Dow futures climb nearly 200 points, helped by U.K. bond turmoil easing
October 17, 2022
Tickers
BAC
COMP
DJIA
SPX
Tags
BAC
ES00
DJIA
From
MarketWatch
U.S. stock futures slip after ‘crazy’ rally as key bank reports, retail sales data loom
October 14, 2022
Tickers
C
COMP
DJIA
JPM
Tags
C
WFC
ES00
From
MarketWatch
U.S. stock futures advance ahead of CPI release
October 13, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
SPX
From
MarketWatch
Here’s why U.S. stocks have more room to fall, says one fund manager — and where to find what will break next
October 12, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BX:TMUBMUSD10Y
NQ00
PHG
From
MarketWatch
U.S. stock futures firm after Nasdaq hits 2-year low and traders await inflation data
October 12, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
COMP
From
MarketWatch
This industry could be worth $180 billion by 2040. Citigroup offers four stock names to play it, and a few more to think about.
October 11, 2022
Tickers
AAPL
AMC
AMD
APE
Tags
GME
NVDA
TSLA
From
MarketWatch
Dow futures drop over 200 points, pointing to fifth day of declines, as Treasury yields push back to cycle highs
October 11, 2022
Tickers
C
COMP
DJIA
JPM
Tags
YM00
BX:TMUBMUSD10Y
NQ00
From
MarketWatch
Stocks in line for fourth day of losses amid Fed hiking gloom
October 10, 2022
Tickers
C
COMP
DJIA
JPM
Tags
YM00
COMP
DXY
From
MarketWatch
U.S. stock futures weaken ahead of jobs report, as AMD warning weighs on tech listings
October 07, 2022
Tickers
AMD
COMP
DJIA
INTC
Tags
ES00
DJIA
INTC
From
MarketWatch
An era of scarcity is coming. Three stocks to ride out stickier-for-longer inflation, from this fund manager.
October 06, 2022
Tickers
AAPL
ADM
AMC
AMZN
Tags
CL/1
AMC
SI00
From
MarketWatch
U.S. stock futures nudge lower after three volatile sessions as traders wary of looming jobs data
October 06, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
SPX
COMP
From
MarketWatch
He nailed three big S&P 500 moves this year. Here’s where this strategist sees stocks headed next, with beaten down names to buy.
October 05, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
NIO
BX:TMUBMUSD02Y
APE
From
MarketWatch
U.S. stock futures weaken after best start to a quarter since 1938
October 05, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
YM00
VIX
SPX
From
MarketWatch
Quite a pivot: Ray Dalio has just reversed his long-held stance on this key asset class.
October 04, 2022
Tickers
AAPL
AGG
AMC
AMD
Tags
GME
TSLA
NVDA
From
MarketWatch
Dow futures jump more than 300 points to extend strong start to fourth quarter
October 04, 2022
Tickers
COMP
DJIA
SPX
Tags
SPX
NQ00
COMP
From
MarketWatch
Pound climbs, gilt yields fall again on expectations U.K.’s Kwarteng will speed up debt-cutting plans
October 04, 2022
Tickers
DJIA
Tags
GBPUSD
YM00
DXY
From
MarketWatch
Here’s a big tech name to put on your shopping list, and how to buy it even if the bear market is far from over
October 03, 2022
Tickers
AAPL
AMC
AVCT
BBBY
Tags
BX:TMUBMUSD10Y
NQ00
TWTR
From
MarketWatch
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