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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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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
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Latest News about RSP
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Avoid the S&P 500’s Return Concentration With RSP
December 03, 2021
Tickers
RSP
Tags
Portfolio Strategies channel
Invesco
RSP
From
ETF Trends
U.S. Stock ETFs Rebound From Omicron-Induced Pullback
December 02, 2021
Tickers
RSP
Tags
Invesco
Portfolio Strategies channel
Current Affairs
From
ETF Trends
ESG Equal-Weight ETF Launches at Just the Right Time
December 01, 2021
Tickers
RSP
RSPE
Tags
Portfolio Strategies channel
RSPE
Invesco
From
ETF Trends
Using ETFs to Avoid and Minimize Capital Gains Liabilities
November 29, 2021
Tickers
QQQ
RSP
Tags
RSP
QQQ
Invesco
From
ETF Trends
Can’t Hardly Equal Weight – The Advantages of Equal Weight
November 29, 2021
Tickers
RSP
Tags
Portfolio Strategies channel
Invesco
RSP
From
ETF Trends
Equal-Weight Still Good for Avoiding Overvalued Stocks
November 24, 2021
Tickers
RSP
Tags
Invesco
Portfolio Strategies channel
RSP
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ETF Trends
Markets Favor Continuity as Biden Nominates Powell
November 23, 2021
Tickers
RSP
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Equal/Weight ETFs
RSP
Portfolio Strategies channel
From
ETF Trends
U.S. Stock ETFs Rise After Powell Nomination Assuaged Uncertainty
November 22, 2021
Tickers
RSP
Tags
Current Affairs
S&P 500
RSP
From
ETF Trends
Tired of Concentration Risk, High Valuations?
November 22, 2021
Tickers
RSP
Tags
RSP
Portfolio Strategies channel
Invesco
From
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Finding Calmer Waters Amidst Choppy Markets With RSP
November 19, 2021
Tickers
RSP
Tags
RSP
Nvidia
Equal/Weight ETFs
From
ETF Trends
New ETF Brings ESG Virtue To Equal Weighting
November 18, 2021
Tickers
RSP
RSPE
Tags
RSP
Portfolio Strategies channel
Invesco
From
ETF Trends
RSP Gives Weight to Hopeful Holiday Spending
November 17, 2021
Tickers
RSP
Tags
RSP
retail data
Equal/Weight ETFs
From
ETF Trends
Invesco Launches Equal-Weight ETF Focused on ESG
November 17, 2021
Tickers
ESG
RSP
RSPE
Tags
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With Market Volatility Ahead, Use an Equal-Weight Strategy
November 15, 2021
Tickers
RSP
Tags
RSP
Equal/Weight
Invesco
From
ETF Trends
U.S. Stock ETFs Wobble as Rising Yields Weigh on Tech
November 15, 2021
Tickers
RSP
Tags
Portfolio Strategies channel
Invesco
Current Affairs
From
ETF Trends
Got $5,000? Buy These 2 Stocks and Hold Until Retirement
November 14, 2021
Tickers
BRK-A
BRK-B
RSP
Tags
BRK/B
Recent Press Releases
Market News
From
Motley Fool
U.S. Stock ETFs Continue to Shake Off Inflation Concerns
November 12, 2021
Tickers
RSP
Tags
RSP
S&P 500
Current Affairs
From
ETF Trends
Bullish Sentiment Could Propel Equal-Weight ETFs
November 11, 2021
Tickers
RSP
Tags
RSP
Invesco
Portfolio Strategies channel
From
ETF Trends
Equal-Weight ETF Can Provide Some Buffer in Rough Markets
November 09, 2021
Tickers
RSP
Tags
Invesco
Portfolio Strategies channel
RSP
From
ETF Trends
Strong Jobs Report Helps U.S. Stock ETFs Extend Gains
November 05, 2021
Tickers
RSP
Tags
Current Affairs
Portfolio Strategies channel
Invesco
From
ETF Trends
Choosy Investors Might Like Equal-Weight ETFs
November 04, 2021
Tickers
RSP
Tags
RSP
Portfolio Strategies channel
Invesco
From
ETF Trends
U.S. Stock ETFs Strengthen as Traders Wait on Fed
November 01, 2021
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RSP
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Current Affairs
Invesco
Portfolio Strategies channel
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U.S. Stock ETFs Try to Look Past Amazon, Apple Q3 Problems
October 29, 2021
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RSP
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S&P 500
RSP
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Take the Long View of Equal-Weight ETFs
October 29, 2021
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RSP
Tags
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Invesco
Portfolio Strategies channel
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Stellar Q3 Earnings Keep U.S. Stock ETFs Going
October 28, 2021
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RSP
Tags
S&P 500
RSP
Portfolio Strategies channel
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Equal Weight: Always Stylish, Often Durable
October 28, 2021
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RSP
Tags
Invesco
Portfolio Strategies channel
RSP
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U.S. Stock ETFs Sway After Powell Affirms Taper
October 22, 2021
Tickers
RSP
Tags
RSP
S&P 500
Invesco
From
ETF Trends
There Are Equal-Weight Benefits With Small-Caps, Too
October 22, 2021
Tickers
EWSC
RSP
Tags
RSP
EWSC
Portfolio Strategies channel
From
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Upbeat Earnings Fuel U.S. Stock ETF Gains
October 20, 2021
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RSP
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RSP
S&P 500
Portfolio Strategies channel
From
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Equal-Weight Diversification Isn’t Just a Buzz Phrase
October 20, 2021
Tickers
RSP
Tags
Portfolio Strategies channel
Invesco
RSP
From
ETF Trends
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