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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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U.S. stock futures steady as inflation fallout fears resurface
August 18, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
GC00
BTCUSD
From
MarketWatch
Recession isn’t priced into stocks, says this $1.4 trillion fund manager that has just turned more cautious
August 17, 2022
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AMC
AMZN
BBBY
Tags
BX:TMUBMUSD30Y
TSLA
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From
MarketWatch
U.S. stock futures slip from 3-month highs as traders await Fed minutes and retail sales data
August 17, 2022
Tickers
COMP
DJIA
HD
LOW
Tags
NQ00
CL/1
HD
From
MarketWatch
The housing market isn’t in a bubble, but here are the defensive moves to make, says one money manager
August 16, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
YM00
HK:700
UK:CPG
From
MarketWatch
U.S. stock futures point to cautious open after rally to three-month high
August 16, 2022
Tickers
COMP
DJIA
HD
KSS
Tags
DJIA
LOW
BTCUSD
From
MarketWatch
Ready to cash out some gains on this stock market run? An exit path is about to emerge, says this strategist
August 15, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
WFC
HD
CSCO
From
MarketWatch
U.S. stock futures slip as gamboling bulls pause for breath
August 15, 2022
Tickers
VIX
Tags
ES00
DXY
BX:TMUBMUSD10Y
From
MarketWatch
It’s a Tom Jones rally but it may be overbought, say analysts
August 12, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
DXY
ES00
PTR
From
MarketWatch
U.S. stock futures rise as investors await consumer-sentiment report
August 12, 2022
Tickers
COMP
DJIA
SPX
Tags
CLU22
SPX
ES00
From
MarketWatch
Here are some stock moves to consider now that CPI has eased up, says Jefferies
August 11, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
TWTR
AMC
BBBY
From
MarketWatch
U.S. stock futures rally to three-month high amid peak inflation optimism
August 11, 2022
Tickers
AAPL
COMP
DIS
DJIA
Tags
ES00
AAPL
DXY
From
MarketWatch
Obsessing over CPI? You could be missing bargain stocks that can build long-term returns, say these fund managers
August 10, 2022
Tickers
AAPL
ALGN
AMC
BBBY
Tags
NVDA
MXCT
COIN
From
MarketWatch
U.S. stock futures edge higher as wary traders eye crucial inflation report
August 10, 2022
Tickers
COIN
COMP
DJIA
MU
Tags
COMP
NQ00
CL/1
From
MarketWatch
The red flag that preceded a halving of global equities in 2000 and 2007 is back, warns Citi
August 09, 2022
Tickers
AAPL
AMC
AMZN
ARKK
Tags
NIO
UK:BRN00
AAPL
From
MarketWatch
U.S. stock futures struggling for momentum ahead of crucial inflation report
August 09, 2022
Tickers
COIN
COMP
DJIA
NVDA
Tags
SPX
ES00
DXY
From
MarketWatch
Veteran strategist Dennis Gartman says it’s still a bear market with no Fed pivot in sight.
August 08, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
DJIA
TWTR
PLTR
From
MarketWatch
U.S. stock futures rise as summer bounce resumes
August 08, 2022
Tickers
COMP
DJIA
SPX
Tags
CL/1
NQ00
XX:SXXP
From
MarketWatch
U.S. stock futures flat as investors await July jobs report
August 05, 2022
Tickers
AMC
BYND
COMP
CVNA
Tags
CL/1
NQ00
UK:UKX
From
MarketWatch
It’s a ‘topsy-turvy’ recession and this is what it means for the market
August 05, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
WDC
COIN
XELA
From
MarketWatch
U.S. stock futures edge higher after Wednesday bounce
August 04, 2022
Tickers
COMP
DJIA
LCID
SPX
Tags
YM00
COMP
LCID
From
MarketWatch
Chips are not yet on the menu for this strategist
August 04, 2022
Tickers
AAPL
AMC
AMTD
AMZN
Tags
ES00
DXY
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures point to higher start after back-to-back losses
August 03, 2022
Tickers
ABNB
COMP
CVS
DJIA
Tags
SOFI
YUM
YM00
From
MarketWatch
Keep running with the bond bulls says Bank of America
August 03, 2022
Tickers
AMC
AMD
AMTD
AMZN
Tags
AMZN
CL/1
NQ00
From
MarketWatch
Dow futures fall 200 points as U.S.-China tensions intensify over Pelosi’s planned Taiwan visit
August 02, 2022
Tickers
CAT
COMP
COWN
DJIA
Tags
SPX
ES00
DJIA
From
MarketWatch
U.S. stock futures edge lower after best month for S&P 500, Dow since November 2020
August 01, 2022
Tickers
DJIA
SPX
Tags
DJIA
NQ00
SPX
From
MarketWatch
FAANGs ain’t what they used to be, so beware the bear-market bounce says this hedge fund manager
August 01, 2022
Tickers
AAPL
AMC
AMZN
ATVI
Tags
NIO
NFLX
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures slip after Wall Street’s best week since 2020
July 31, 2022
Tickers
AMD
ATVI
COMP
DJIA
Tags
DJIA
ATVI
ETHUSD
From
MarketWatch
This strategist said hold on to stocks at the June lows. Now he says it’s time to cut exposure.
July 29, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD10Y
DXY
ES00
From
MarketWatch
Stock futures boosted by jumps for Apple and Amazon after earnings
July 29, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
GC00
YM00
BTCUSD
From
MarketWatch
These clean energy ETFs have been outperforming — and there’s a fundamental reason why
July 28, 2022
Tickers
AAPL
AMC
AMZN
ENPH
Tags
ICLN
AAPL
NIO
From
MarketWatch
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