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home
about us
Investment Approach
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Value Proposition
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
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U.S. stock futures inch higher with more earnings ahead, while Treasury yields rise further
January 19, 2022
Tickers
ASML
BAC
COMP
GS
Tags
DJIA
ASML
UNH
From
MarketWatch
German key bund yield turns positive for the first time in three years
January 19, 2022
Tickers
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January 18, 2022
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AAPL
AMC
BABA
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From
MarketWatch
U.S. stock futures slump as 10-year yield tops 1.80%
January 18, 2022
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COMP
GS
SPX
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COMP
YM00
NQ00
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MarketWatch
Five overlooked tech stocks poised to be the ‘household names of the future’
January 14, 2022
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AMC
ARKK
BABA
Tags
DOGEUSD
ARKK
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From
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U.S. stock futures pause as earnings season kicks off after tech stock dive
January 14, 2022
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COMP
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SPX
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From
MarketWatch
European stocks track U.S. equity rout, with tech under pressure
January 14, 2022
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BLK
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COMP
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XE:SAP
ES00
FR:EDF
From
MarketWatch
Fearless retail traders could help save the stock market in 2022
January 13, 2022
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AMC
BABA
COIN
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TSLA
YM00
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U.S. stock futures inch higher as focus pivots from hot inflation to corporate earnings
January 13, 2022
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COMP
JPM
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Watch out for stock headwinds and recessionary pressures, warns bond king Jeffrey Gundlach
January 12, 2022
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AMC
BABA
BIIB
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INFY
TSLA
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From
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U.S. stock futures edge higher as key inflation report looms
January 12, 2022
Tickers
COMP
SPX
Tags
YM00
COMP
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From
MarketWatch
Here are dozens of ‘cheap’ stocks that could be poised to outperform as U.S. rates start to rise
January 11, 2022
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AMC
APTV
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U.S. stock futures point higher after the Nasdaq’s historic intraday reversal
January 11, 2022
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COMP
SPX
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U.S. stock futures drift lower as Goldman ups Fed rate-hike forecast
January 10, 2022
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Here’s the market move Cathie Wood says is ‘ridiculous’ as her flagship fund sputters
January 10, 2022
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BABA
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Is it time to fight the Fed? This veteran strategist says the central bank won’t risk a 20% drop in house prices and a 30% slide in stocks.
January 07, 2022
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ABSI
AMC
AMZN
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GME
ABSI
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From
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U.S. stock futures edge higher ahead of key jobs report
January 07, 2022
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COMP
SPX
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YM00
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Here’s one take on how to catch a falling knife after the growth stock crash
January 06, 2022
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European stocks open sharply lower after Fed minutes
January 06, 2022
Tags
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The market is looking at the Fed and the virus the wrong way, this Wall Street researcher says
January 05, 2022
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AAPL
AMC
AMD
BABA
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AMC
PFE
NVDA
From
MarketWatch
Tech stocks set for further pressure ahead of Fed minutes
January 05, 2022
Tickers
COMP
F
GM
SONY
Tags
NQ00
TSLA
SONY
From
MarketWatch
U.S. stock futures point to further Wall Street records as key manufacturing report looms
January 04, 2022
Tickers
COMP
SPX
TSLA
Tags
DJIA
SPX
ES00
From
MarketWatch
Stock picking in 2022? Goldman Sachs says these are the companies that should be on your radar.
January 03, 2022
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AAPL
ABC
AMC
AZPN
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AAPL
GS
NIO
From
MarketWatch
Dow futures gain more than 100 points ahead of first trading day of 2022
January 02, 2022
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COMP
SPX
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DJIA
SPX
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From
MarketWatch
U.S. stock market set to trade lower on New Year’s Eve
December 31, 2021
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COMP
SPX
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ESH22
COMP
YM00
From
MarketWatch
Here’s a simple way to fade big tech and play a broader economic recovery
December 31, 2021
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AAPL
AMC
GME
MA
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NL:HDG
AMC
MA
From
MarketWatch
Dow, S&P 500 poised for modest rise toward new records in 2021’s penultimate session
December 30, 2021
Tickers
BIIB
COMP
DIDI
JNJ
Tags
SPX
JNJ
ES00
From
MarketWatch
This indicator flashed warnings in 2000 and 2007 — and it’s buzzing now
December 30, 2021
Tickers
AAPL
AMC
BIIB
CS
Tags
CS
KR:207940
NQ00
From
MarketWatch
Dow futures trade flat as stock market hunts for further gains in 2021’s final sessions
December 29, 2021
Tickers
COMP
SPX
Tags
SPX
YMH22
ES00
From
MarketWatch
This fund driven by artificial intelligence is ditching big tech. Here’s what it’s doing instead.
December 29, 2021
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AAPL
AIEQ
AMC
AMD
Tags
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GME
From
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