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home
about us
Investment Approach
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Market Analysis Summary
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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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U.S. stock futures drop after long weekend as dollar rallies to 19-year high
July 05, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
XX:SXXP
NQ00
From
MarketWatch
Michael Burry of ‘The Big Short’ fame thinks the market selloff may be ‘halfway there’
July 01, 2022
Tags
NQ00
YM00
ES00
From
MarketWatch
Here’s what one value investor says he’s learned from Buffett and Munger — and the mistakes he’s made
July 01, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
EVFM
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Wall Street on course to continue its rotten run, with ISM manufacturing data in focus
July 01, 2022
Tickers
COMP
DJIA
MU
SPX
Tags
COMP
NQ00
MU
From
MarketWatch
Oil at $55? Why one strategist is betting against the only winning asset class of 2022.
June 30, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
GC00
YM00
TSLA
From
MarketWatch
Here’s why this trader is piling back into one of the year’s hottest commodities
June 29, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD10Y
UK:BRN00
NIO
From
MarketWatch
U.S. stock futures struggle for gains ahead of GDP data
June 29, 2022
Tickers
COMP
DJIA
SPX
Tags
JP:NIK
DJIA
YM00
From
MarketWatch
Oaktree’s Howard Marks is finding bargains. ‘I am starting to behave aggressively,’ he says
June 28, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
YM00
MULN
EVFM
From
MarketWatch
U.S. stock futures bounce back after a sluggish session
June 28, 2022
Tickers
COMP
DJIA
NKE
SPX
Tags
ES00
SPX
DJIA
From
MarketWatch
This ‘underappreciated’ black swan could bring fresh chaos to the global economy
June 27, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
AMC
TSLA
BTCUSD
From
MarketWatch
Buy American has been a better stock-picking strategy than the alternative. Here are the companies most exposed to the U.S. economy.
June 24, 2022
Tickers
AAPL
ABT
AMC
AMZN
Tags
TMUS
ZEN
C
From
MarketWatch
Stock futures rise, with Wall Street poised to break string of weekly losses
June 24, 2022
Tickers
COMP
DJIA
SPX
Tags
CL/1
NQ00
YM00
From
MarketWatch
This star hedge-fund manager says some major tech names are now value plays, as he shorts one meme-stock favorite
June 23, 2022
Tickers
AAPL
AMC
AMZN
APTV
Tags
AMC
RDBX
META
From
MarketWatch
U.S. stock futures point to mixed start as bond yields recede
June 23, 2022
Tickers
COMP
DJIA
SPX
Tags
BTCUSD
YM00
COMP
From
MarketWatch
Here’s the latest Wall Street recession forecast — it’s a coin flip
June 22, 2022
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AAPL
AMC
AMZN
BABA
Tags
GME
REV
UBER
From
MarketWatch
U.S. stock futures drop as Powell testimony looms, recession worries return to the spotlight
June 22, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
DXY
SPX
From
MarketWatch
Elon Musk joins the growing chorus fearing a U.S. recession. But there are stocks for that.
June 21, 2022
Tickers
AAPL
AMC
BABA
GME
Tags
BABA
NQ00
CL/1
From
MarketWatch
Dow futures surge over 500 points after three-day break
June 21, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
ES00
From
MarketWatch
This trashy asset class with an 8% yield can withstand a great deal more pain, fund manager says
June 17, 2022
Tickers
AAPL
ADBE
AMC
AMZN
Tags
USDJPY
BABA
NQ00
From
MarketWatch
U.S. stock futures point to bounce, but S&P 500 facing worst week since 2020
June 17, 2022
Tickers
ADBE
AZN
COMP
DJIA
Tags
COMP
UK:UKX
NQ00
From
MarketWatch
In a tough post-Fed market, strategist finds opportunity knocking in a couple of this year’s hottest sectors
June 16, 2022
Tickers
AAPL
AES
AMC
AMZN
Tags
BTCUSD
RYU
TSLA
From
MarketWatch
Dow futures slump over 500 points as post-Fed meeting gains evaporate
June 16, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
YM00
NQ00
From
MarketWatch
Cliff Asness said value stocks would outperform before the year started. He’s still optimistic.
June 15, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
NQ00
BABA
AMZN
From
MarketWatch
U.S. stock futures rise ahead of expected Fed hike, as ECB holds emergency meeting
June 15, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
CL00
BX:TMUBMUSD02Y
From
MarketWatch
Strategist who nailed the recent S&P 500 top says three things are needed for a market bottom
June 14, 2022
Tickers
AMC
AMZN
BABA
GME
Tags
HPE
VIX
MULN
From
MarketWatch
U.S. stock futures lean higher after entering bear market, as Fed decision looms
June 14, 2022
Tickers
COMP
DJIA
ORCL
SPX
Tags
NQ00
YM00
COMP
From
MarketWatch
The Russian invasion of Ukraine accounts for more than a third of U.S. inflation, forecaster says
June 13, 2022
Tags
ES00
BX:TMUBMUSD02Y
NQ00
From
MarketWatch
The S&P 500 is clinging to a key support level after Friday’s meltdown, here’s what happens if that fails
June 13, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
USDJPY
BX:TMUBMUSD02Y
ES00
From
MarketWatch
Dow futures slump nearly 600 points as second day of selling in store after inflation shock
June 13, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
BX:TMUBMUSD02Y
SPX
From
MarketWatch
U.S. stock futures sink Sunday after Wall Street’s worst week since January
June 12, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
YM00
BTCUSD
From
MarketWatch
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