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home
about us
Investment Approach
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Market Analysis Summary
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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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Client Information
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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
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
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Magnificent 7 Stocks Trigger Concerns Of Market Overheat: Bubble Trouble?
February 16, 2024
Tickers
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AI
AMZN
ECON
Tags
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RSP
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February 15, 2024
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From
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February 12, 2024
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From
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S&P 500 Snapshot: Index Closes Above 5000 for First Time Ever
February 09, 2024
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IEF
RSP
SHY
TLT
Tags
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S&P 500 Hits 5,000 Milestone, Yet Concerns Of Overvaluation Versus Its Equal-Weight Counterpart Mount
February 08, 2024
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AMZN
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From
Benzinga
S&P 500 Snapshot: Late Week Surge Leads to Record Close
February 02, 2024
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IEF
RSP
SHY
SPLG
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SPLG
RSP
TLT
From
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Here Are 5 ETFs I'm Buying Hand Over Fist in February
February 01, 2024
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EDV
RSP
SCHD
VNQ
Tags
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RSP
SCHD
From
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Is Vanguard Total Stock Market ETF a Buy?
January 30, 2024
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RSP
SPY
VTI
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SPY
Market News
RSP
From
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S&P 500 Snapshot: Six-Day Win Streak Snapped
January 26, 2024
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IEF
RSP
SHY
SPLG
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Innovative ETFs channel
spdr etfs
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From
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What’s Happening in the Housing Market?
January 22, 2024
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ITB
PKB
REZ
RSP
Tags
spdr etfs
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From
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S&P 500 Snapshot: Index Rallies to Record High
January 19, 2024
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IEF
RSP
SHY
SPLG
Tags
SPLG
RSP
TLT
From
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3 Top ETFs I'm Buying in 2024 That Could Help Me Retire a Multimillionaire
January 19, 2024
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VNQ
VTWO
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From
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Last Week’s Inflation Numbers
January 16, 2024
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ITB
REZ
RSP
SPDR
Tags
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XHB
Innovative ETFs channel
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S&P 500 Snapshot: Index Sits 0.3% Below Record High
January 12, 2024
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IEF
RSP
SHY
SPDR
Tags
iShares
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Bank Of America Predicts 10 2024 Market Surprises: From Booming IPOs To Japanese Equity Surge
January 09, 2024
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AAPL
ECON
EWJ
IHE
Tags
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From
Benzinga
Stocks Flip To Losses, Nvidia Defies Gravity, Bitcoin Pauses For A Breather: What's Driving Markets Tuesday?
January 09, 2024
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AMD
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BITCOMP
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IWM
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These 2 Little-Known ETFs Are Top Buys in 2024
January 09, 2024
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EWW
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Tags
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From
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Last Week’s Labor Market Insights
January 08, 2024
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S&P 500 Snapshot: 9-Week Win Streak Snapped
January 05, 2024
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RSP
SHY
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S&P 500 Snapshot: Index Finishes 2023 Up 24.7%
December 29, 2023
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SPLG
SPY
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Innovative ETFs channel
IVV / iShares S&P 500 Index ETF
spdr etfs
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IBM, Uber, Cleveland-Cliffs And More On CNBC's 'Final Trades'
December 29, 2023
Tickers
CLF
IBM
NEWS
RSP
Tags
Benzinga
UBER
IBM
From
Benzinga
SPY ETF On Track For $500B Milestone, Boosted By S&P 500's Peak Performance, Record Inflows In 2023
December 28, 2023
Tickers
IVV
RSP
SPY
VOO
Tags
VOO
Large Cap
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From
Benzinga
US Stocks Bounce; Chipmakers, Cruise Lines Lead, Dollar Falls: What's Driving Markets Thursday?
December 21, 2023
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AMD
CCL
DIA
GLD
Tags
RCL
PAYX
VNQ
From
Benzinga
Are the "Magnificent Seven" Stocks Too Risky for You? Consider This Fund
December 21, 2023
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
Recent Press Releases
GOOGL
RSP
From
Motley Fool
The Equal-Weighted S&P 500 Rallied From 52-Week Lows To 52-Week Highs In A Month
December 19, 2023
Tickers
RSP
Tags
ETFs
RSP
S&P 500
From
Benzinga
US ETFs Surpass $8 Trillion In Assets: Top 10 Funds Holding Over $100B Each
December 19, 2023
Tickers
BND
ECON
ETF
IEFA
Tags
BND
VOO
VTT
From
Benzinga
Early Wrap-Up of Key ETF Trends From 2023
December 18, 2023
Tickers
IAU
OMFL
QUAL
RSP
Tags
spdr etfs
IAU
Expert Insights
From
ETF Trends
Economic Indicators Point to Easing Inflation & Increased Spending
December 18, 2023
Tickers
ITB
ONLN
REZ
RSP
Tags
amplidy
XRT
iShares
From
ETF Trends
S&P 500 Snapshot: 1.6% Below Record High
December 15, 2023
Tickers
IEF
RSP
SHY
SPLG
Tags
Innovative ETFs channel
VOO / Vanguard S&P 500 ETF
Invesco
From
ETF Trends
Labor Market Shifts: Exploring the Recent Slowdown in Employment
December 11, 2023
Tickers
RSP
SPY
XRT
Tags
Innovative ETFs channel
spdr etfs
XRT
From
ETF Trends
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