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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
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contact us
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Stock-futures rally stalls as Treasury yields nudge higher ahead of ADP jobs data
August 30, 2023
Tickers
COMP
CRM
DJIA
HPQ
Tags
NQ00
COMP
YM00
From
MarketWatch
After calling the S&P 500’s climb this year, this strategist says hang on, the gains aren’t over.
August 29, 2023
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BX:TMUBMUSD10Y
ES00
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Stock futures hold recent gains as easing Treasury yields underpin sentiment
August 29, 2023
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COMP
DJIA
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Lessons for next time after Nvidia’s stock didn’t surge, and options tanked, following blowout earnings
August 28, 2023
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AAPL
AMC
EGRNF
GME
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From
MarketWatch
U.S. stock futures set for modest gains as investors wait for pivotal data
August 28, 2023
Tickers
COMP
DJIA
EGRNF
SPX
Tags
SPX
EGRNF
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Vanguard: Value stocks haven’t been this cheap to growth since the COVID outbreak
August 25, 2023
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AI
AMC
AMD
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PLTR
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MarketWatch
After 374-point tumble in the Dow, U.S. stock futures steady ahead of key Powell speech
August 25, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
ES00
BX:TMUBMUSD10Y
From
MarketWatch
It may not be too late to buy Nvidia, but here’s a better idea, say these fund managers
August 24, 2023
Tickers
AAPL
ADSK
AMC
AMD
Tags
BX:TMUBMUSD10Y
ES00
BX:TMUBMUSD02Y
From
MarketWatch
Nasdaq futures jump after Nvidia results impress, while Dow futures flatline
August 24, 2023
Tickers
AFRM
AMD
COMP
DJIA
Tags
DLTR
SPX
ES00
From
MarketWatch
Nasdaq futures rise by more than 100 points ahead of Nvidia results
August 23, 2023
Tickers
ADI
ADSK
COMP
DJIA
Tags
COMP
NQ00
ES00
From
MarketWatch
Nvidia may be the AI stock for now, but here are the picks for later, says Goldman Sachs
August 22, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
ZM
ES00
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures gain ground after Treasury yields stall
August 22, 2023
Tickers
COMP
DJIA
DKS
LOW
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URBN
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From
MarketWatch
The history of companies with Nvidia-like valuations isn’t a good one
August 21, 2023
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APE
GME
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TTOO
TSLA
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MarketWatch
Stock-index futures gain ground after three-week losing streak
August 21, 2023
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AMZN
COMP
DJIA
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YM00
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MarketWatch
Bond yields hold the key to an emotional market that can change on a dime, says this strategist
August 18, 2023
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AMAT
AMC
APE
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FTCH
AMAT
TTOO
From
MarketWatch
U.S. stock futures pressured over rising yields, China trouble
August 18, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
YM00
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MarketWatch
‘This is no longer a buy-the-dip market.’ Why this Goldman Sachs veteran is worried about the stock market.
August 17, 2023
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AMC
AVT
Tags
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MarketWatch
U.S. stock futures inch higher following latest sell-off with Walmart earnings in view
August 17, 2023
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COMP
CSCO
DJIA
SPX
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MarketWatch
Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies
August 16, 2023
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AAPL
ABBV
ADBE
ADP
Tags
MULN
NVDA
INTU
From
MarketWatch
U.S. stock futures advance as Treasury yields dip ahead of Fed minutes
August 16, 2023
Tickers
COMP
DJIA
SPX
TGT
Tags
TSLA
YM00
COMP
From
MarketWatch
U.S. stock futures slide as China growth angst rattles global risk appetite
August 15, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
ES00
SPX
DJIA
From
MarketWatch
Legendary investor Seth Klarman just got back into Amazon and bought three other stocks.
August 14, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
NVDA
DG
AMC
From
MarketWatch
U.S. stock futures volatile as Wall Street strives to break 2-week losing streak
August 14, 2023
Tickers
AAPL
COMP
DJIA
HD
Tags
HD
NQ00
COMP
From
MarketWatch
If America debt spiral gets worse, here’s the stock that may benefit, says fund manager
August 11, 2023
Tickers
AAPL
AMC
CANO
CME
Tags
GME
TSLA
GC00
From
MarketWatch
U.S. stock futures pause as traders wait to see if PPI data moves markets in a way CPI did not
August 11, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
BX:TMUBMUSD30Y
From
MarketWatch
U.S. stock futures advance ahead of crucial inflation report
August 10, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
ES00
From
MarketWatch
Stagflation has disappeared from the lexicon. These analysts are bringing it back.
August 09, 2023
Tickers
AAPL
AMC
BN
DIS
Tags
TUP
NVDA
PLTR
From
MarketWatch
Stock futures gain ground as traders eye looming U.S. inflation data
August 09, 2023
Tickers
COMP
DIS
DJIA
PENN
Tags
RBLX
COMP
YM00
From
MarketWatch
Why one Wall Street strategist says the U.S. may not have added any jobs at all in July
August 08, 2023
Tickers
AAPL
AMC
AMZN
BYND
Tags
UPS
SATS
RIVN
From
MarketWatch
U.S. stock futures slip after weak China data damps sentiment
August 08, 2023
Tickers
AMC
COMP
DJIA
GOLD
Tags
YM00
LLY
GOLD
From
MarketWatch
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