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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
Client Contact with Portfolio Manager(s)
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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U.S. stock futures start fourth quarter on cautious note as Fed tightening angst lingers
October 03, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Dow futures rise 200 points as another rough quarter concludes
September 30, 2022
Tickers
AAPL
COMP
DJIA
META
Tags
NQ00
COMP
NKE
From
MarketWatch
Pound gets a respite, moves back toward pre-budget levels
September 30, 2022
Tags
ES00
BX:TMBMKGB/10Y
YM00
From
MarketWatch
Central banks drove this vital skill out of investor brains. Here’s how to relearn it.
September 29, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
GBPUSD
TWTR
APE
From
MarketWatch
Dow futures down 300 points as Bank of England intervention bounce fades
September 29, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
EURUSD
YM00
VIX
From
MarketWatch
Here’s why one strategist says the consumer and related stocks might get a second wind
September 28, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CL/1
AMZN
NQ00
From
MarketWatch
U.S. stock futures point to losing streak hitting seven after Treasury yield hits 4%
September 28, 2022
Tickers
AAPL
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Dow futures rally 200 points as bulls bet market is oversold
September 27, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
NQ00
BX:TMBMKGB/10Y
YM00
From
MarketWatch
Star technical analyst Tom DeMark says he’s still concerned about stocks. Here’s what he says about euro and bitcoin.
September 27, 2022
Tickers
AAPL
AMC
APE
AVCT
Tags
bitcoin
CL/1
NQ00
From
MarketWatch
Morgan Stanley says investors should consider this port in the market storm right now
September 26, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BBIG
WYNN
EQT
From
MarketWatch
U.S. stock futures point to fifth day of losses on Wall Street to challenge 2022 lows
September 26, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
SPX
DXY
ES00
From
MarketWatch
U.S. stock futures sink, dollar rises as Italian election results add to uncertainty
September 25, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
USDGBP
USDEUR
From
MarketWatch
Dow futures slide nearly 200 points and dollar steamrolls rivals on Fed tightening view
September 23, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
GBPUSD
ES00
From
MarketWatch
Turbulent times call for a bigger, better moat. These ‘resilient’ companies will help investors get there, says Credit Suisse
September 22, 2022
Tickers
AAPL
ADSK
AIA
AMC
Tags
DIS
NL:WKL
GC00
From
MarketWatch
U.S. stock futures rise from three-month lows, but nervousness over Fed policy lingers
September 22, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
VIX
ES00
From
MarketWatch
Jeffrey Gundlach says bonds are ‘wickedly cheap’ compared to stocks — and offers one way to get a 9% return without much risk
September 21, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
SPX
DXY
AAPL
From
MarketWatch
Stock futures struggle for traction ahead of Fed decision and after Putin escalates war footing
September 21, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
SPX
ES00
VIX
From
MarketWatch
There’s only one ‘perfect asset’ to fight all the bad news out that could be coming, says this strategist
September 20, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NVDA
F
APE
From
MarketWatch
U.S. stock futures edge lower as Fed decision looms over market
September 20, 2022
Tickers
AAPL
COMP
DJIA
F
Tags
F
DJIA
SPX
From
MarketWatch
The mighty dollar may be about to crack, says this strategist, who offers stocks to watch on either side.
September 19, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
APE
AMC
BBBY
From
MarketWatch
Dow futures slump nearly 200 points as investors brace for more Fed tightening
September 19, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
ES00
From
MarketWatch
A further 27% drop in the S&P 500 could be coming if inflation hawks are right, Goldman Sachs team warns
September 16, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NQ00
AMZN
CL/1
From
MarketWatch
Dow futures down over 200 points as FedEx warning rattles investors
September 16, 2022
Tickers
AMZN
COMP
DJIA
FDX
Tags
GBPUSD
DJIA
UK:RMG
From
MarketWatch
Ray Dalio says watch out for rates hitting this level, because Wall Street stocks will take a 20% hit
September 15, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
UK:GWM00
BX:TMUBMUSD10Y
ES00
From
MarketWatch
U.S. stock futures edge higher as White House says rail deal has been reached
September 15, 2022
Tickers
COMP
DJIA
SPX
UNP
Tags
NQ00
COMP
YM00
From
MarketWatch
White House says tentative pact has been reached to avoid railway strike
September 15, 2022
Tickers
CSX
NSC
UNP
Tags
NSC
NQ00
CSX
From
MarketWatch
Even after the market meltdown, investors are still making two implausible assumptions about the next six months, this economist says
September 14, 2022
Tickers
AAPL
ADTX
AMC
AMZN
Tags
SPX
ES00
AAPL
From
MarketWatch
Stock futures point to cautious bounce after worst losses in more than two years
September 14, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
JP:NIK
YM00
From
MarketWatch
This superbull at JPMorgan who called the summer rally sees a soft landing ahead. Here’s his advice on stocks and oil.
September 13, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
GME
NOK
TSLA
From
MarketWatch
U.S. stock futures point to fifth day of gains with pivotal CPI data set for release
September 13, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
NQ00
From
MarketWatch
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