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Yield Difference
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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
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Total Asset Fund (TAF)
TAF sm Program
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EVENTS
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TAF
Event Schedule
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Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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Featured Quarterly Newsletter
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SPY Vs RSP
July 16, 2025
Tickers
RSP
SPY
Tags
Market News
ETFs
SPY
From
TalkMarkets
S&P 500 Record Highs Hide A Fracture Unseen In Decades
July 14, 2025
Tickers
RSP
SPY
Tags
Benzinga
Equities
Market News
From
Benzinga
Tariff Troubles
July 11, 2025
Tickers
IEF
RSP
SPX
SPY
Tags
SPY
SPX
IEF
From
TalkMarkets
S Visibility Improves, Investor Focus Can Return To America’s Dynamism
July 10, 2025
Tickers
FTLS
IAT
KRE
QQQ
Tags
FTLS
SPHB
Stocks / Equities
From
TalkMarkets
Is It Smart to Buy Stocks With the S&P 500 at an All-Time High? History Has a Clear Answer.
July 08, 2025
Tickers
RSP
Tags
Recent Press Releases
Market News
^GSPC
From
Motley Fool
S&P 500 Near 7,000? Inside Goldman's New Gravity-Defying Forecast
July 08, 2025
Tickers
ECON
RSP
VOO
Tags
VOO
Econ #s
Broad U/S/ Equity ETFs
From
Benzinga
IVV Vs. RSP: How Do Cap-Weighted And Equal-Weighted Funds Compare?
July 06, 2025
Tickers
IVV
RSP
Tags
RSP
IVV
ETFs
From
TalkMarkets
Market Rotation Sends Mixed Signals
July 01, 2025
Tickers
RSP
SPX
VIX
Tags
Stocks / Equities
RSP
SPX
From
TalkMarkets
This S&P 500 ETF Saw A 30-Month Buying Spree — Now It's Over
June 30, 2025
Tickers
DIA
ECON
MAGS
RSP
Tags
RSP
Expert Ideas
Analyst Ratings
From
Benzinga
WWIII – The Death Of Another Narrative
June 28, 2025
Tickers
NDX
RSP
SPX
Tags
Market News
SPX
NDX
From
TalkMarkets
Stocks Drift Higher Amid Weak Volume As Dollar And Yields Slide On Lousy Data
June 26, 2025
Tickers
RSP
SPX
UUP
Tags
Stocks / Equities
UUP
RSP
From
TalkMarkets
Stocks Swing Wildly Amid Volatility Drop, Oil Plunge, And The Dollar
June 23, 2025
Tickers
FXE
FXY
IEF
RSP
Tags
TSLA
Stocks / Equities
FXE
From
TalkMarkets
Is Stock Momentum Slowing Similar To 2000/2008?
June 20, 2025
Tickers
AIQ
ARKF
BSV
FTEC
Tags
RSP
AIQ
IYW
From
TalkMarkets
VOO Is a Great Choice for Most, but I Like RSP ETF Better
June 20, 2025
Tickers
RSP
VOO
Tags
RSP
^GSPC
VOO
From
Motley Fool
The "Magnificent Seven" Are Still Growing Faster Than the Rest of the S&P 500. Here's When That Could Change, According to Wall Street Analysts.
June 14, 2025
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GOOG
GOOGL
NVDA
Tags
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TSLA
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Economic Bulls Get A Boost
June 07, 2025
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AIQ
ARKF
DIA
IEF
Tags
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NYA
DIA
From
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A Different Breadth View
June 03, 2025
Tickers
RSP
SPY
Tags
RSP
Market News
ETFs
From
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Stocks Rise Despite Tariff Chaos; Technical Patterns Hint At Reversal Ahead
May 29, 2025
Tickers
DJI
FXY
NVDA
RSP
Tags
Stocks / Equities
DJI
RSP
From
TalkMarkets
The Vanguard S&P 500 ETF: Is It Still a Core Portfolio Holding?
May 27, 2025
Tickers
RSP
SPY
VOO
Tags
RSP
^GSPC
SPY
From
Motley Fool
1 No-Brainer S&P 500 Index Fund to Buy Right Now for Less Than $200
May 27, 2025
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GM
HRL
MSFT
Tags
GM
Market News
VOO
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Is the Vanguard Mega Cap Growth ETF Your Ticket to Mega Returns?
May 27, 2025
Tickers
MGK
RSP
Tags
^GSPC
RSP
Recent Press Releases
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Is the Invesco S&P 500 Equal Weight ETF a Better Buy Than an S&P 500 ETF?
May 19, 2025
Tickers
RSP
SPY
VOO
Tags
Market News
Recent Press Releases
VOO
From
Motley Fool
U.S. Money Supply Just Completed a Massive 3-Year Reset, and It Could Usher in a Big Change in the Stock Market
May 13, 2025
Tickers
RSP
Tags
^GSPC
RSP
Recent Press Releases
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Motley Fool
Cutting Through The Noise, Earnings And Liquidity Will Drive The Stock Market
May 06, 2025
Tickers
FTLS
GILD
QQQ
RNG
Tags
FTLS
TSM
GILD
From
TalkMarkets
Here’s The Right Way To Look At These Rallies And Selloffs
May 05, 2025
Tickers
AAPL
GLD
META
RSP
Tags
AAPL
SPY
SPX
From
TalkMarkets
Buy the Dip: Which S&P 500 Index ETF Is the Best Choice Right Now?
April 27, 2025
Tickers
RSP
SH
SPY
SSO
Tags
Market News
VOO
SPY
From
Motley Fool
1 ETF Outperforming the S&P 500 in 2025 That Could Continue to Do So For the Foreseeable Future
April 24, 2025
Tickers
RSP
Tags
Market News
Recent Press Releases
RSP
From
Motley Fool
Want to Invest in the S&P 500? This ETF Is a Smart Choice With Uncertainty Surrounding the Stock Market and Economy.
April 17, 2025
Tickers
RSP
Tags
RSP
Market News
Recent Press Releases
From
Motley Fool
Here's the Smartest Way to Invest in the S&P 500 in April
April 10, 2025
Tickers
RSP
SPY
Tags
RSP
^GSPC
SPY
From
Motley Fool
This ETF Might Look Like a Clever New Way to Invest in the Nasdaq-100, but Don't Outsmart Yourself
April 05, 2025
Tickers
DJI
QQQE
QQQM
RSP
Tags
QQQM
RSP
Market News
From
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