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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
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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
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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
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This fund manager was right that recession fears were overhyped. Now he’s betting on strip malls and these other megatrends.
November 01, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
USDJPY
CVS
NQ00
From
MarketWatch
S&P 500 futures slip ahead of Fed decision and Treasury funding announcement
November 01, 2023
Tickers
COMP
CVS
DJIA
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Tags
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ROKU
From
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Charlie Munger says not much ‘low-hanging fruit left’ as he discusses Apple, Costco vs. Walmart and EVs.
October 31, 2023
Tickers
AAPL
AMC
AMD
AMGN
Tags
BX:TMUBMUSD02Y
WOLF
ON
From
MarketWatch
S&P 500 futures steady as lower Treasury yields support sentiment
October 31, 2023
Tickers
AMD
AMGN
CAT
COMP
Tags
PAYC
PFE
CAT
From
MarketWatch
Cisco’s next earnings could be strong, but this analyst is still ending his bull call
October 30, 2023
Tickers
CSCO
DJIA
NDX
SPLK
Tags
CSCO
NQ00
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From
MarketWatch
The market’s in a funk. Why now is an attractive entry point for long-term investors, says JPMorgan strategist.
October 30, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
DIS
MCD
AMZN
From
MarketWatch
S&P 500 futures rise from five-month low with Fed and Apple results in view
October 30, 2023
Tickers
AAPL
COMP
DJIA
MCD
Tags
BX:TMUBMUSD10Y
VFC
WDC
From
MarketWatch
High-yielding stocks have been the worst bet this year. Here’s one way to improve that.
October 27, 2023
Tickers
AAPL
AMC
AMZN
BXP
Tags
CVX
ES00
MSFT
From
MarketWatch
S&P 500 futures rise after well-received Amazon and Intel results
October 27, 2023
Tickers
AMZN
COMP
DJIA
ENPH
Tags
ES00
AMZN
F
From
MarketWatch
These two commentators who have been warning of a market crash say it’s now here
October 26, 2023
Tickers
AAPL
ALGN
AMC
AMZN
Tags
HON
NQ00
EDR
From
MarketWatch
Futures point to Nasdaq sliding further into correction territory as Meta shares retreat
October 26, 2023
Tickers
AMZN
CMG
COMP
DJIA
Tags
SPX
NQ00
NOC
From
MarketWatch
Stocks to own ahead of a rally that this $15 billion fund house says is coming soon
October 25, 2023
Tickers
AAPL
ABT
ACN
ADBE
Tags
MSFT
FDX
RUI
From
MarketWatch
S&P 500 futures slip as Google parent’s slump offsets Microsoft advance
October 25, 2023
Tickers
BA
COMP
DJIA
GD
Tags
YM00
BA
GOOG
From
MarketWatch
The weight-loss drugs are coming for these companies — but here’s why Coke, others, may be spared, says JPMorgan
October 24, 2023
Tickers
A
AAPL
AMC
AVTR
Tags
V
MARA
BRBR
From
MarketWatch
S&P 500 futures gain as Treasury yields fall further, Microsoft and Alphabet earnings loom
October 24, 2023
Tickers
COMP
DJIA
GE
GM
Tags
V
DJIA
MSFT
From
MarketWatch
Morgan Stanley’s Wilson: Next rally attempt will fail as investors are punishing earnings reports.
October 23, 2023
Tickers
AAPL
AMC
AMZN
CVX
Tags
CVX
ES00
CH:ROG
From
MarketWatch
U.S. stock futures fall as 10-year Treasury yield hits 5%
October 23, 2023
Tickers
AMZN
COMP
DJIA
GOOGL
Tags
CL/1
NQ00
COMP
From
MarketWatch
From the MGM hack to satellite failures, this fund manager had a rough quarter but is sticking with ‘stupid cheap’ picks
October 20, 2023
Tickers
AAPL
AMC
AMZN
ANGI
Tags
ICU
ES00
NFLX
From
MarketWatch
S&P 500 futures steady as a week of soaring bond yields, geopolitics take a toll
October 20, 2023
Tickers
AMZN
AXP
COMP
DJIA
Tags
ES00
MSFT
DJIA
From
MarketWatch
Stanley Druckenmiller said central banks, not earnings, move markets. Today is the day to pay attention.
October 19, 2023
Tickers
AAL
AAPL
AMC
AMZN
Tags
BX:TMUBMUSD02Y
NOK
T
From
MarketWatch
S&P 500 futures extend losses as Treasury yield nears 5%, Powell speech looms
October 19, 2023
Tickers
BX
COMP
CSX
DJIA
Tags
DJIA
ISRG
ES00
From
MarketWatch
S&P 500 futures ease as Treasury yields hit fresh highs, Tesla results loom
October 18, 2023
Tickers
COMP
DJIA
LRCX
MS
Tags
BX:TMUBMUSD10Y
MS
LRCX
From
MarketWatch
Invest in millennials and these ‘one-in-a-lifetime opportunity’ stocks, says this fund manager
October 17, 2023
Tickers
AAPL
AMC
AMZN
AXP
Tags
DHI
BX:TMUBMUSD02Y
JNJ
From
MarketWatch
S&P 500 futures drift as Goldman Sachs and Bank of America earnings awaited
October 17, 2023
Tickers
BAC
BK
C
COMP
Tags
C
BX:TMUBMUSD10Y
COMP
From
MarketWatch
It’s earnings season. Why Netflix and Nvidia have been crossed off this firm’s list for quality stocks.
October 16, 2023
Tickers
AAPL
AMC
BNTX
BR
Tags
BX:TMUBMUSD10Y
TSLA
PFE
From
MarketWatch
S&P 500 futures up cautiously amid Mid-East tensions, rising Treasury yields
October 16, 2023
Tickers
BAC
BK
COMP
DJIA
Tags
BK
BAC
ES00
From
MarketWatch
Tech stocks like Amazon and CrowdStrike will rip higher this earnings season, says Wedbush’s Ives. Here’s why.
October 13, 2023
Tickers
AAPL
ACI
AMC
AMZN
Tags
ATVI
UNH
NIO
From
MarketWatch
Stock futures inch higher as investors wait for earnings kickoff from JPMorgan, other Wall Street banks
October 13, 2023
Tickers
BLK
C
COMP
DJIA
Tags
CL/1
NQ00
SPX
From
MarketWatch
Investors are asking too much from the stock market, says this strategist.
October 12, 2023
Tickers
AAPL
AMC
AMZN
DAL
Tags
META
BX:TMUBMUSD10Y
RUT
From
MarketWatch
S&P 500 futures strive for 5-day winning streak as traders await CPI report
October 12, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
SPX
COMP
From
MarketWatch
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