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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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U.S. stock futures decline on China worries as Fed kicks off deliberations
March 15, 2022
Tickers
COMP
DJIA
SPX
Tags
CN:SHCOMP
DJIA
ES00
From
MarketWatch
Oil prices tumble under $98 a barrel, with hedge funds slashing massive bullish bets
March 15, 2022
Tags
ES00
NGJ22
CLJ22
From
MarketWatch
Portfolio manager with 50 years of experience shares a 1970s bear-market lesson, plus three stocks to buy now
March 14, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
CL00
ES00
DIS
From
MarketWatch
U.S. stock futures bounce higher after rough stretch for equities
March 14, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
CN:SHCOMP
From
MarketWatch
Goldman cuts U.S. GDP forecast to a full point below consensus, as it says recession odds are as high as 35%
March 11, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
ES00
CEI
BABA
From
MarketWatch
U.S. stock futures rise cautiously as Russia broadens campaign in Ukraine
March 11, 2022
Tickers
COMP
DOCU
RIVN
SPX
Tags
GC00
GCJ22
BTCUSD
From
MarketWatch
Whether or not a bottom is in, here’s what will ride to the stock market’s rescue over 12 months, one strategist forecasts
March 10, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
GME
MULN
NIO
From
MarketWatch
European stocks give back gains as ECB meeting looms; Goldman Sachs cuts growth outlook over Ukraine
March 10, 2022
Tickers
CS
SHEL
TTE
Tags
SHEL
NL:SHELL
DX:DAX
From
MarketWatch
‘We can’t stay in a state of panic.’ Forecaster who predicted a series of rolling bear markets has just turned bullish.
March 09, 2022
Tickers
AAPL
AMC
GE
GME
Tags
ES00
SBUX
GE
From
MarketWatch
Dow futures jump more than 400 points on hopes for Russia-Ukraine talks
March 09, 2022
Tickers
COMP
DJIA
KO
MCD
Tags
YM00
SPX
KO
From
MarketWatch
Stocks could be headed for a mid-March bottom, if this historical pattern holds up
March 08, 2022
Tickers
AAPL
AMC
BBBY
CEI
Tags
UK:BRN00
TSLA
GC00
From
MarketWatch
U.S. stock futures pause after Nasdaq heads into bear market
March 08, 2022
Tickers
COMP
DJIA
SPX
Tags
SPX
NQ00
COMP
From
MarketWatch
Warren Buffett says never to hold money during a war. Here’s a stagflation playbook for stocks.
March 07, 2022
Tickers
AAPL
AMC
AXP
BBBY
Tags
AAPL
NIO
W00
From
MarketWatch
Dow futures fall nearly 500 points as U.S. and allies weigh Russian oil import ban
March 07, 2022
Tickers
COMP
DJIA
SPX
Tags
CL/1
ES00
DJIA
From
MarketWatch
U.S. stock futures sink Sunday as U.S. and its allies consider ban on Russian oil imports
March 06, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
CLJ22
From
MarketWatch
Why Russia’s invasion of Ukraine may be the preamble to a second Cold War, leading to more volatility and supply shocks
March 04, 2022
Tickers
AAPL
AMC
AMD
BABA
Tags
AMC
GME
MULN
From
MarketWatch
U.S. stock futures dive as Russia attacks Ukraine’s largest nuclear plant
March 03, 2022
Tags
NQ00
ES00
YM00
From
MarketWatch
Citi is moving back into U.S. equities because they see a rebound coming for this beaten-down sector
March 03, 2022
Tickers
AAPL
AMC
AVGO
BIG
Tags
SNOW
COST
GC00
From
MarketWatch
U.S. stock futures edge lower as oil prices continue to spiral higher
March 03, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
SPX
COMP
From
MarketWatch
The last time oil spiked like this, the world escaped recession. Why the risks are higher this time.
March 02, 2022
Tickers
AAPL
AMC
AMZN
DWAC
Tags
FB
AMZN
XOM
From
MarketWatch
Dow futures, Treasury yields rise as Biden delivers State of the Union, vows to isolate Russia, fight inflation
March 01, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
YMH22
DJIA
From
MarketWatch
In a challenging environment, these stocks are delivering what the market wants to see, says Morgan Stanley
March 01, 2022
Tickers
AAPL
AMC
AZO
CRM
Tags
GME
AZO
TSLA
From
MarketWatch
Dow futures lose 200 points as Russian invasion of Ukraine enters sixth day
March 01, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
SPX
From
MarketWatch
These are the most important S&P 500 and Nasdaq levels to watch right now, says this strategist
February 28, 2022
Tickers
AAP
AAPL
AMC
BRK-A
Tags
DXY
COMP
XX:SXXP
From
MarketWatch
U.S. stock futures plunge as investors weigh impact of latest Russia sanctions
February 27, 2022
Tickers
COMP
DJIA
Tags
DJIA
ES00
CLJ22
From
MarketWatch
Dow futures up over 150 points amid reports that Russia agrees to talks with Ukraine
February 25, 2022
Tickers
DJIA
SPX
Tags
ES00
YMH22
DJIA
From
MarketWatch
U.S. stock futures fall amid Ukraine invasion jitters, despite late rally on Wall Street
February 24, 2022
Tickers
COMP
DJIA
SPX
Tags
ETHUSD
YM00
GC00
From
MarketWatch
Swallow your fear and prepare for a ‘relief rally,’ says analyst, as Russia invasion in Ukraine sparks stock-market maelstrom
February 24, 2022
Tickers
AAPL
AMC
BABA
BYND
Tags
AMC
MRNA
AAPL
From
MarketWatch
Bitcoin plunges 8% to one-month low as Putin orders military operations in Ukraine
February 23, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
YM00
ESH22
bitcoin
From
MarketWatch
Dow futures sink nearly 700 points as Putin authorizes military action and explosions heard near Ukraine’s Kyiv
February 23, 2022
Tickers
COMP
SPX
Tags
NQH22
YMH22
ES00
From
MarketWatch
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