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home
about us
Investment Approach
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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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Tap Into TOLZ for Income, Future Play on Energy
August 30, 2021
Tickers
TOLZ
Tags
dividend channel
Proshares
TOLZ
From
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Crude ETFs Encounter Volatility in Wake of Tropical Storm Ida
August 30, 2021
Tickers
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SCO
UCO
USL
Tags
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QQQA Picks the Best Momentum Companies as the Nasdaq Continues to Hit Records
August 27, 2021
Tickers
QQQ
QQQA
Tags
Invesco
QQQ
Dorsey Wright
From
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Could Biotech ETFs Get Another Boost From JNJ News?
August 26, 2021
Tickers
BIB
IBBJ
JJ
JNJ
Tags
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vaccine
From
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International Dividend ETF Has Lots of Tailwinds
August 26, 2021
Tickers
DWX
EFAD
IDOG
IQDY
Tags
DWX
IDOG
EFAD
From
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VanEck & ProShares Withdraw Applications for Ether Futures ETFs
August 24, 2021
Tags
VanEck
crypto channel
Proshares
From
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Pfizer-BioNTech COVID-19 Vaccine Garners Full FDA Approval
August 24, 2021
Tickers
BIB
Tags
Nasdaq Portfolio Solutions Channel
Proshares
vaccine
From
ETF Trends
Booming Crypto Markets Bode Well for New Investment Products
August 24, 2021
Tags
Proshares
BTCFX
crypto channel
From
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Crude ETFs Surge on Monday, Breaking Their Seven-Day Drop
August 23, 2021
Tickers
OIL
UCO
USL
USO
Tags
coronavirus
Proshares
Featured
From
ETF Trends
Biotech ETFs Are Already Benefitting from Pfizer Vaccine’s Full Approval
August 23, 2021
Tickers
BIB
IBBJ
PBE
Tags
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biotech etfs
Defiance
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Is ProShares in the Bitcoin ETF Pole Position?
August 23, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Proshares
bitcoin
BTCFX
From
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Crude Oil ETFs Crater for the Sixth Day in a Row
August 19, 2021
Tickers
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USO
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40 Million T-Mobile Customers’ Personal Info Hacked
August 18, 2021
Tickers
UCYB
Tags
Proshares
Nasdaq Portfolio Solutions Channel
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New Fed Minutes Suggest a Tapering Decision Could Finally Be Here
August 18, 2021
Tickers
DIA
GOVT
IVOL
QQQ
Tags
SHY
FOMC Minutes
iShares
From
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Inverse ETFs Shine as Stocks Fall amid Disappointing Retail Sales Data
August 17, 2021
Tickers
DIA
FOMC
QQQ
RTH
Tags
Inverse ETFs
SOXX
FOMC
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Volatility ETFs Jump as Covid-19, Poor Retail Sales Fuel Market Fears
August 17, 2021
Tickers
VIX
VIXY
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ETNs
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Seeking to Dial Back Your Exposure to China?
August 16, 2021
Tickers
DEM
DVYE
EDOG
EMDV
Tags
DVYE
DEM
Proshares
From
ETF Trends
Crude Volatility Increases Amid Sluggish Activity in China
August 16, 2021
Tickers
OIL
SCO
UCO
USL
Tags
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Oil
USL
From
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Cheap Stocks Are Still Available in This International Dividend ETF
August 16, 2021
Tickers
EFAD
Tags
EFAD
Proshares
dividend channel
From
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‘QQQA’ Won’t Miss Its Shot as Pfizer and Moderna Set to Profit with Boosters
August 13, 2021
Tickers
QQQA
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Nasdaq Portfolio Solutions Channel
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ETFs to Target Deal-Making in a Record Year of M&A Activity
August 13, 2021
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MARB
MNA
MRGR
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First Trust
MNA
Proshares
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ProShares Files for Bitcoin Futures ETF
August 11, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Proshares
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From
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Stock Market Contrarians See Danger Ahead
August 10, 2021
Tickers
SH
SPXS
VIXY
VXX
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VIXY
VXX
SH
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Crude ETFs Fall Again Due to Rising Coronavirus Cases
August 09, 2021
Tickers
SCO
USL
USO
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inverse crude ETFs
SCO
Proshares
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Crude ETFs Fall as Oil Futures Tumble
August 02, 2021
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OIL
SCO
UCO
USO
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Proshares
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iPath
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On the Move with Growth Stocks: ‘QQQA’ Rides Large Cap Momentum
July 28, 2021
Tickers
MTUM
QQQ
QQQA
Tags
Nasdaq Portfolio Solutions Channel
Invesco
Proshares
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Anticipating Positive FAANG Earnings with ‘TQQQ’
July 27, 2021
Tickers
AAPL
AMZN
FB
GOOGL
Tags
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TQQQ
GOOGL
From
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New CDC Covid-19 Guidance Spooks Stocks While Boosting Inverse Stock ETFs
July 27, 2021
Tickers
DIA
IVOL
QQQ
SH
Tags
QQQ
SH
SPY
From
ETF Trends
You Don’t Need to Be NOBLity to Snag These Discounted Dividends
July 23, 2021
Tickers
NOBL
Tags
Proshares
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NOBL
From
ETF Trends
As Biden Rolls out New Cybersecurity Mandates, Look to ‘UCYB’
July 21, 2021
Tickers
CIBR
UCYB
Tags
ucyb
Nasdaq Portfolio Solutions Channel
First Trust
From
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