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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Oil prices rise more than 4% on escalating Middle East tensions
June 11, 2025
Tickers
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Tags
Markets
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Oil and Gas
From
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WTI Oil Prices Rally On US-China Trade Optimism And Declining Inventories
June 11, 2025
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Tags
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June 10, 2025
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Tags
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UCO
UNG
USO
Tags
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WTI Crude Oil Is Trading Above $65 Per Barrel
June 10, 2025
Tickers
DAX
DJI
NDX
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Tags
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June 10, 2025
Tickers
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Tags
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WTI Drifts Higher Above $64.50 On US-China Trade Talk Hopes
June 10, 2025
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UCO
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Tags
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From
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The Commodities Feed: Trade Talks Give Oil Prices A Lift
June 10, 2025
Tickers
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Tags
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June 09, 2025
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UCO
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Tags
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June 09, 2025
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GLD
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QQQ
Tags
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These 5 Oil ETFs Can Ride The Summer Demand Wave Amid Trade Talk Tailwinds
June 09, 2025
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June 09, 2025
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S&P 500 Forecast: SPX Muted Ahead Of US-China Trade Talks
June 09, 2025
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FXE
OIL
SPX
UUP
Tags
OIL
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UUP
From
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Oil Rose To $64.6 Per Barrel
June 09, 2025
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DJI
FXA
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Tags
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WTI Crude Oil Weekly Forecast: Late Week Price Velocity And Resistance Test
June 08, 2025
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UCO
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June 07, 2025
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June 06, 2025
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DAX
FXE
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Tags
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AAXJ
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June 06, 2025
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Tags
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June 06, 2025
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Tags
UCO
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June 06, 2025
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CTRA
EOG
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June 06, 2025
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NDX
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SLV
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WTI Consolidates Around Mid-$62.00s; Looks To US NFP For Fresh Impetus
June 06, 2025
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UCO
USO
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June 05, 2025
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DIA
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DAX
FXE
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S&P 500, Nasdaq Snap Win Streaks Amid Tesla Turmoil
June 05, 2025
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DJI
GLD
OIL
QQQ
Tags
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QQQ
From
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WTI Price Forecast: WTI Crude Oil Holds Gains Above $62, Momentum Builds For Further Upside
June 05, 2025
Tickers
BNO
OIL
UCO
USO
Tags
USO
Nonrenewable Energy
BNO
From
TalkMarkets
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June 05, 2025
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FXE
GLD
OIL
SLV
Tags
Currencies/Forex
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Commodities
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The Bank Of Canada Unexpectedly Kept Its Rate At 2.75%
June 05, 2025
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DJI
NDX
OIL
SLV
Tags
Stocks / Equities
NDX
Market News
From
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