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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
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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EVENTS
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Energy and Materials Rally; Check Out Equal-Weight RYE and RTM
March 21, 2023
Tickers
RTM
RYE
Tags
Invesco
Portfolio Strategies channel
RYE
From
ETF Trends
How Does RSPE Compare to RSP?
March 17, 2023
Tickers
RSP
RSPE
Tags
Invesco
RSPE
Portfolio Strategies channel
From
ETF Trends
Tech Sector Leads Market Rally on Thursday
March 16, 2023
Tickers
RYT
Tags
RYT
Portfolio Strategies channel
Invesco
From
ETF Trends
GICS Changes Could Highlight Equal Weight Opportunity
March 14, 2023
Tickers
RSP
RSPE
RYF
RYT
Tags
RYT
RYF
RSP
From
ETF Trends
Now Is the Time to Add to Positions in RSP
March 10, 2023
Tickers
RSP
RSPE
Tags
RSP
todd rosenbluth
Portfolio Strategies channel
From
ETF Trends
Investors Are Allocating to These 3 Invesco Equal Weight Sector ETFs
March 08, 2023
Tickers
RCD
RGI
RYT
Tags
RGI
RYT
Invesco
From
ETF Trends
Equal Weight’s TTM Relative Outperformance to S&P 500 at 5%
March 06, 2023
Tickers
RSP
RSPE
Tags
Invesco
RSPE
Portfolio Strategies channel
From
ETF Trends
Equal Weight Lagged S&P 500 in February, Maintains YTD Lead
March 03, 2023
Tickers
RSP
RSPE
Tags
RSPE
Portfolio Strategies channel
Invesco
From
ETF Trends
Play Defense With Healthcare Amid Market Volatility
March 02, 2023
Tickers
RYH
Tags
RYH
Invesco
Portfolio Strategies channel
From
ETF Trends
Equal-Weight Healthcare ETF Has Right Industry Mix
February 28, 2023
Tickers
RYH
Tags
RYH
Invesco
Portfolio Strategies channel
From
ETF Trends
Preparing for the Sector ETFs Shakeup of 2023
February 27, 2023
Tickers
RYF
RYT
SPDR
SPY
Tags
expert insights
VOO / Vanguard S&P 500 ETF
SPY
From
ETF Trends
Materials Sector Holds Steady as Markets Fall on Hot Inflation Report
February 24, 2023
Tickers
RTM
Tags
RTM
Portfolio Strategies channel
Invesco
From
ETF Trends
These 2 Equal Weight Sector ETFs Are Rallying in 2023
February 23, 2023
Tickers
EWCO
RCD
Tags
Invesco
Portfolio Strategies channel
RCD
From
ETF Trends
Equal Weight ETF RSP Approaches $2 Billion in Flows YTD
February 22, 2023
Tickers
RSP
RSPE
Tags
RSP
Portfolio Strategies channel
RSPE
From
ETF Trends
This ETF Provides International Equities Exposure Without the Volatility
February 21, 2023
Tickers
IDLB
Tags
international stocks
Invesco
Portfolio Strategies channel
From
ETF Trends
Invesco’s Nick Kalivas on Assessing Equal Weight’s Volatility
February 17, 2023
Tickers
QQQM
RPG
RSP
SPGP
Tags
Invesco
Portfolio Strategies channel
expert insights
From
ETF Trends
Firming Balance Sheets in Energy Patch Could Lift This ETF
February 16, 2023
Tickers
RYE
Tags
RYE
Invesco
Portfolio Strategies channel
From
ETF Trends
Surprising Growth Avenues Available in Utilities Sector
February 14, 2023
Tickers
RYU
Tags
Portfolio Strategies channel
Invesco
RYU
From
ETF Trends
Evaluate Equal-Weight Approach to Real Estate With EWRE
February 10, 2023
Tickers
EWRE
Tags
EWRE
Portfolio Strategies channel
Invesco
From
ETF Trends
2 ETFs to Take Advantage of Sustainability Trends in Construction
February 09, 2023
Tickers
RSPE
RTM
Tags
S&P 500
Equal/Weight
Portfolio Strategies channel
From
ETF Trends
Keep Your Mind at Ease Amid Tech Layoffs With This Equal-Weight ETF
February 07, 2023
Tickers
RYT
Tags
Equal/Weight
RYT
Invesco
From
ETF Trends
Bullish Outlook for Pharma Prices Could Lift This ETF
February 06, 2023
Tickers
RYH
Tags
RYH
Portfolio Strategies channel
Invesco
From
ETF Trends
Equal Weight Beats Parent S&P 500 in January
February 03, 2023
Tickers
RSP
RSPE
Tags
RSP
Portfolio Strategies channel
RSPE
From
ETF Trends
ETF of the Week: Invesco S&P 500® Equal Weight ETF (RSP)
February 02, 2023
Tickers
RSP
SPDR
SPY
Tags
spdr
Equal/Weight
S&P 500
From
ETF Trends
Easing Energy Prices Warrant an Equal Weight Strategy
February 02, 2023
Tickers
RYE
Tags
Equal/Weight
Energy ETFs
RYE
From
ETF Trends
Investors Look to Equal-Weight and Quality Factors in 2023
January 31, 2023
Tickers
RSP
SPHQ
Tags
SPHQ
Invesco
Portfolio Strategies channel
From
ETF Trends
Get Exposure to GE HealthCare With RYH and CSD
January 30, 2023
Tickers
CSD
RYH
Tags
Innovative ETFs channel
Portfolio Strategies channel
Invesco
From
ETF Trends
Equal-Weight S&P 500 Outperformed the Broad Index Over Past 3 Months
January 27, 2023
Tickers
RSP
Tags
earnings
Portfolio Strategies channel
Invesco
From
ETF Trends
Look to Equal-Weight RYT for Seagate Exposure
January 26, 2023
Tickers
RYT
Tags
Portfolio Strategies channel
Invesco
RYT
From
ETF Trends
Equal-Weight Could Be Ideal ESG Avenue
January 25, 2023
Tickers
RSPE
Tags
RSPE
Portfolio Strategies channel
Invesco
From
ETF Trends
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