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Analyzing the Credit Quality of General Obligation Bonds
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What We Buy Currently
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Default Rates
Yield Difference
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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
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TAF sm Program
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EVENTS
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TAF
Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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Contrarian Notes Blog
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
MARKET RESEARCH
Featured Quarterly Newsletter
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The SPY ETF Is an Attractive Long-Term Option to Buy in April
March 25, 2022
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Tags
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From
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March 25, 2022
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March 24, 2022
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From
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As U.S. Major Indexes All Enter ‘Death Cross’, Is It Time To Add Exposure?
March 17, 2022
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RSPE
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An ETF Nerd’s Origin Story
March 17, 2022
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March 15, 2022
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RSP
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S&P 500 Returns Top 50% Since Global Pandemic Declared Two Years Ago
March 11, 2022
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RSPE
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RSP
RSPE
Invesco
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Long-Term Investors Should Stick to Stocks
March 09, 2022
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RSPE
Tags
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Equal Weight Can Be Advantageous as Rates Rise
March 09, 2022
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Tags
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When Performance Matters, Turn to Equal Weighting
March 07, 2022
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Portfolio Strategies channel
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March 04, 2022
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Tags
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As Rates Set to Increase, U.S. Stocks Are Well Positioned
March 03, 2022
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Tags
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Rate Hikes Don’t Have to Doom Stocks
March 02, 2022
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RSP
Tags
RSP
Portfolio Strategies channel
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Market Falls on Russia’s Attack on Ukraine, Investor Opportunities Grow
February 24, 2022
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Portfolio Strategies channel
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ESG Broad-Based Indexes Poised to Outpace Non-ESG Peers
February 23, 2022
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RSPE
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RSPE
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S&P 500 Just Entered Correction Territory, Creating Buying Opportunities
February 23, 2022
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RSPE
Invesco
Portfolio Strategies channel
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How Apple affects your index fund’s return hinges on this one crucial investment decision
February 18, 2022
Tickers
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RSP
SPX
Tags
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From
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How Will Geopolitical Tensions Continue to Influence Markets?
February 16, 2022
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Why Choose Equal Weighting Over Market-Cap?
February 14, 2022
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Higher-Than-Expected Inflation Could Shake Up Market Valuations Substantially
February 11, 2022
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Portfolio Strategies channel
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If You’re Patient, You Can’t Go Wrong With the SPY ETF
February 11, 2022
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BRK-A
BRK-B
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Good Time to Consider Equal-Weight ETFs
February 10, 2022
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EWMC
EWSC
RSP
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Portfolio Strategies channel
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From
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Rethinking Investment Resolutions for 2022
February 08, 2022
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RSPE
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Invesco
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The SPDR S&P 500 ETF Trust Is a Good Pick in February
February 08, 2022
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AMZN
GOOG
GOOGL
Tags
TSLA
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From
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Meta’s stock plunge exposes a weakness for the S&P 500 and index-fund investors
February 07, 2022
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AMZN
FB
RSP
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From
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Defining the “E” in RSPE
February 04, 2022
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RSP
RSPE
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Portfolio Strategies channel
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Meta’s Plunge Highlights Market-Cap Funds’ Overweight in Big Tech
February 03, 2022
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From
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February 02, 2022
Tickers
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Tags
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NYSEARCA:SPY,NYSEARCA:VOO,NYSEARCA:RSP
Market News
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U.S. Stock ETFs Try to End Volatile Week on a Positive Note
January 28, 2022
Tickers
RSP
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Current Affairs
Invesco
Portfolio Strategies channel
From
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