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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
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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
FIP
Event Schedule
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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
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U.S. Stock ETFs Sway After Powell Affirms Taper
October 22, 2021
Tickers
RSP
Tags
Portfolio Strategies channel
Invesco
S&P 500
From
ETF Trends
There Are Equal-Weight Benefits With Small-Caps, Too
October 22, 2021
Tickers
EWSC
RSP
Tags
Portfolio Strategies channel
EWSC
RSP
From
ETF Trends
Upbeat Earnings Fuel U.S. Stock ETF Gains
October 20, 2021
Tickers
RSP
Tags
Current Affairs
Portfolio Strategies channel
RSP
From
ETF Trends
Equal-Weight Diversification Isn’t Just a Buzz Phrase
October 20, 2021
Tickers
RSP
Tags
Invesco
RSP
Portfolio Strategies channel
From
ETF Trends
Some Surprising Benefits to Equal Weight RSP
October 17, 2021
Tickers
RSP
Tags
RSP
Invesco
Portfolio Strategies channel
From
ETF Trends
Upbeat Earnings, Economic Data Lifts U.S. Stock ETFs
October 14, 2021
Tickers
RSP
Tags
RSP
Current Affairs
Portfolio Strategies Channel
From
ETF Trends
7 Best Index Funds To Buy For October
October 13, 2021
Tickers
AAPL
AMT
AMZN
BABA
Tags
AMZN
BABA
AMT
From
InvestorPlace
As Markets Wobble, Consider an Equal Weight ETF to Diversify
October 12, 2021
Tickers
RSP
Tags
Indexing
Portfolio Strategies channel
Current Affairs
From
ETF Trends
Why U.S. midcap stocks may shine in the year ahead, according to Citi
October 11, 2021
Tickers
BERY
LPLA
MID
MTZ
Tags
RSP
SPX
RUT
From
MarketWatch
Consider an Equal Weight ETF to Diversify Risk
October 08, 2021
Tickers
RSP
Tags
RSP
S&P 500
Invesco
From
ETF Trends
When Equity Diversification Matters, Evaluate Equal Weight
October 07, 2021
Tickers
RSP
Tags
Invesco
RSP
Portfolio Strategies channel
From
ETF Trends
An Equal-Weight ETF Approach to Diversify Current Market Risks
October 06, 2021
Tickers
RSP
SPY
Tags
RSP
S&P 500
SPY
From
ETF Trends
Realize Equal Weight Benefits With RSP
October 06, 2021
Tickers
RSP
Tags
Invesco
RSP
Portfolio Strategies channel
From
ETF Trends
4 Ways to Shift Your Stock Portfolio Into Overdrive
September 26, 2021
Tickers
MSFT
RSP
TSLA
VTV
Tags
RSP
Market News
XT
From
Motley Fool
Use an Equal-Weight Strategy to Help Keep Volatility in Check
September 24, 2021
Tickers
RSP
Tags
Equal/Weight
Volatility
RSP
From
ETF Trends
Invesco and Galaxy Digital Holdings Partner to Create Digital Asset Products
September 23, 2021
Tickers
QQQ
RSP
SPLV
Tags
Innovative ETFs channel
QQQ
crypto channel
From
ETF Trends
Three Must-Have ETFs to Anchor Your Retirement Portfolio
September 16, 2021
Tickers
BND
RSP
SDY
SJI
Tags
XOM
RSP
Market News
From
Motley Fool
Investing in This ETF Right Now Could Make You a Millionaire Retiree
September 10, 2021
Tickers
RSP
Tags
Market News
RSP
From
Motley Fool
Remedy an Unbalanced Equities Portfolio With RSP
September 07, 2021
Tickers
RSP
Tags
Invesco
RSP
Innovative ETFs channel
From
ETF Trends
S&P 500 keeps rising to new peaks, but the U.S. stock market looks ‘a bit ragged’
August 31, 2021
Tickers
COMP
RSP
SPX
Tags
XX:SP500/35
XX:SP500/55
RSP
From
MarketWatch
Why stock market bulls may be right to push valuations so high
August 26, 2021
Tickers
EUSA
IEFA
RSP
VEU
Tags
RSP
VEU
EUSA
From
MarketWatch
These 20 ‘left behind’ stocks among the S&P 500 are expected to rise up to 59% over 12 months
August 26, 2021
Tickers
AAPL
AMZN
ATVI
BAX
Tags
QCOM
SPY
SPX
From
MarketWatch
Burned by the Stock Market? Consider These 3 ETFs Instead
August 26, 2021
Tickers
QQQ
RSP
SCHD
SPY
Tags
SPY
Market News
XT
From
Motley Fool
How to Add Value to a Diversified Investment Portfolio
August 24, 2021
Tickers
RPV
RSP
Tags
Indexing
etf education channel
Equal/Weight
From
ETF Trends
An Equal-Weight Strategy Is Propelling This Invesco ETF to Big Inflows
August 17, 2021
Tickers
EQWL
RSP
Tags
Invesco
RSP
Innovative ETFs channel
From
ETF Trends
Exactly How I'd Invest $5,000 if I Had to Start From Scratch Today
August 09, 2021
Tickers
RSP
Tags
Market News
RSP
From
Motley Fool
Will the passing of the ‘performance baton’ keep U.S. stocks moving higher?
July 29, 2021
Tickers
AAPL
AMZN
COMP
FB
Tags
RLV
VALUG
FB
From
MarketWatch
A New ETF Record Reached with Five Months Left
July 28, 2021
Tickers
BND
PAVE
RSP
VLUE
Tags
todd rosenbluth
expert insights
VLUE
From
ETF Trends
As inflation surges, BlackRock’s iShares investment strategy pro says clients ‘confounded by the move in interest rates’
July 15, 2021
Tickers
BAC
BIGY
BLK
BLOK
Tags
ONLN
BIGY
REMX
From
MarketWatch
SPY Vs. RWI: The Market Isn't As Strong As You Think
July 15, 2021
Tickers
AAPL
AMZN
FB
GOOGL
Tags
Technicals
GOOGL
AMZN
From
Benzinga
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