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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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As Russia’s Ukraine invasion roils global stock markets, is China the next big worry for ETF investors?
March 10, 2022
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March 07, 2022
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March 02, 2022
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Energy ETFs Strengthen After IEA Warns of Tight Supply
February 11, 2022
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Tags
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OIH Obvious Beneficiary of Rising Oil Prices
February 10, 2022
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What ETFs are retail investors loading up amid stock market volatility? Here’s what some are doing (and aren’t).
January 27, 2022
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Rely on RAAX to Deal With Inflation
January 14, 2022
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tactical allocation channel
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January 13, 2022
Tickers
IEZ
OIH
SPDR
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Tags
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BlackRock
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January 13, 2022
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BITO
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Unprofitable tech trades are off to an ugly 2022. Here are the ETFs to consider as Cathie Wood’s Ark sinks.
January 06, 2022
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Energy ETFs Climb After OPEC’s Optimistic Global Outlook
January 04, 2022
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IEZ
OIH
OIL
Tags
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From
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Energy ETFs Could Maintain Their Momentum Through 2022
January 03, 2022
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SPDR
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us commodity funds
state street global advisors
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Strong Demand Can Make Oil Services Stocks Outstanding Again
December 22, 2021
Tickers
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Tags
VanEck
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beyond basic beta channel
From
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Forget crypto! Some ETF providers bet that this $800 billion industry in 2024 is fund investing’s new frontier
December 09, 2021
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BETZ
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Reasons for Optimism Regarding Long-Term Oil Demand
November 18, 2021
Tickers
OIH
Tags
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From
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Natural Resources and Commodities: Invest Resourcefully
October 30, 2021
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EINC
GDXJ
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GDX / VanEck Vectors Gold Miners ETF
tactical allocation channel
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That Hideous Strength: The Book That Predicted Our Present. Plus, An Update On Our Top Names.
October 29, 2021
Tickers
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From
Benzinga
Here are the ETFs to buy if ‘reflation’, not stagflation, plays out, says BlackRock’s head of iShares strategy
October 07, 2021
Tickers
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BBH
BBKCF
BDRY
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How Uranium ETFs logged double-digit returns and rare-earth buys shined in Q3, but KraneShares’s China fund tanked
September 30, 2021
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Energy stocks are still a buy after big gains — here are 12 to consider
September 30, 2021
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CLR
CRK
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Analysts Bullish on Oil, and That’s Outstanding for OIH
September 29, 2021
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OIH
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VanEck
From
ETF Trends
Why the $5.4 trillion ETF market faces its biggest crisis since inception
September 16, 2021
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CQQQ
EMQQ
FFND
GTEK
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A $2.5 trillion behemoth among mutual funds wants in on ETFs — underscoring a fast-moving trend
August 26, 2021
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From
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Is It Time To Buy The Oil Services ETF?
August 16, 2021
Tickers
OIH
Tags
OIH
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Benzinga
From
Benzinga
Unusual Options Activity Insight: VanEck Vectors Oil Services ETF
August 13, 2021
Tickers
OIH
Tags
BZI/UOA
OIH
Market News
From
Benzinga
Understanding VanEck Vectors Oil Services ETF's Unusual Options Activity
August 09, 2021
Tickers
OIH
Tags
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From
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Bitcoin has a shot at $100,000 in ‘everything rally’ that sweeps up stock market, Fundstrat’s Tom Lee predicts
August 09, 2021
Tickers
BITCOMP
COMP
OIH
SPX
Tags
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From
MarketWatch
Analyzing VanEck Vectors Oil Services ETF's Unusual Options Activity
August 06, 2021
Tickers
OIH
Tags
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BZI/UOA
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From
Benzinga
SEC’s Gary Gensler may have just laid out the clearest road map to the first U.S. bitcoin ETF
August 05, 2021
Tickers
AMLP
ARKK
BBH
BITCOMP
Tags
BTC/1
OIH
BX:TMUBMUSD10Y
From
MarketWatch
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