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Maturity Risk
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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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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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This Could Be 2024's Best ETF, If Bullish Investors Are Right About 1 Thing
December 10, 2023
Tickers
RSP
Tags
RSP
Recent Press Releases
Market News
From
Motley Fool
S&P 500 Snapshot: New 2023 High
December 08, 2023
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IEF
RSP
SHY
SPLG
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From
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READ: ETF of the Week: Know What’s Under The Hood
December 06, 2023
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BCI
BOND
DIVO
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VTV
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Modernizing a Classic: 3 Fresh Takes on How to Play the 60/40 Portfolio Strategy
December 06, 2023
Tickers
ACWI
BAB
BRK-A
BRK-B
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NYSE:BRK/B,NYSE:BRK/A,NYSEARCA:FPE,NYSEARCA:RSP,NYSEARCA:SPY,NYSEARCA:MNA,NASDAQ:ACWI,NYSEARCA:BAB
FPE
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Invesco’s S&P 500 Equal Weight ETF Nears $10 Billion in YTD Flows
December 05, 2023
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RSP
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Economic Growth: The Impact of Consumer Consumption & Confidence
December 04, 2023
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RSP
SPY
XLY
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spdr etfs
RSP
SPY
From
ETF Trends
S&P 500 Snapshot: Highest Close of the Year
December 01, 2023
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IEF
RSP
SHY
SPLG
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SHY
RSP
IEF
From
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The ‘Magnificent Seven’ have dominated the stock market this year. That’s the bad news.
December 01, 2023
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AMZN
DIS
DLTR
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META
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From
MarketWatch
Could a Smart Beta Rebound Be in the Offing?
November 28, 2023
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PRF
RSP
SPY
Tags
Invesco
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PRF
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S&P 500 may rise 10% by end of 2024 amid worries that small-cap stocks ‘can’t hack’ higher rates, says BofA
November 27, 2023
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RSP
SPX
Tags
RUT
SPX
RSP
From
MarketWatch
S&P 500 Snapshot: Fourth Consecutive Week of Gains
November 27, 2023
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IEF
RSP
SHY
SPLG
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spdr etfs
iShares
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Economic Headwinds: A Trio of Indicators Signal Downturn
November 27, 2023
Tickers
RSP
SPY
XLY
Tags
RSP
SPY
Invesco
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Favorable Insights for the Fed: Economic Indicators Signal Easing Inflation
November 20, 2023
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RSP
SPY
XRT
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Innovative ETFs channel
XRT
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S&P 500 Snapshot: November Rally Lives On
November 17, 2023
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RSP
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SPY
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Exploring Economic Indicators: Household Debt, Consumer Sentiment, and Trade
November 13, 2023
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RSP
SPY
XLY
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S&P 500 Snapshot: November Rally Continues
November 10, 2023
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IEF
RSP
SHY
SPLG
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IVV / iShares S&P 500 Index ETF
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ETF Prime: Nadig on Surprising ETF Successes in 2023 and More
November 07, 2023
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GCAD
JEPI
KLXY
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3 Large-Cap Stocks to Buy Trading Below Book Value
November 07, 2023
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IVZ
KEY
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S&P 500 Snapshot: Biggest Weekly Gain of the Year
November 06, 2023
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What’s Happening in the Labor Market?
November 06, 2023
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RSP
SPY
XLY
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SPY
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VettaFi Voices On: 2023’s Record Crop of New ETFs
November 03, 2023
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BALI
BETH
BIL
BILZ
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EWSC
Goldman Sachs
GPIX
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VettaFi Voices On: 2023’s Record Crop of New ETFs
November 03, 2023
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BETH
BIL
BILZ
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LZRD
Franklin Templeton
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ETF Trends
Russia's Wagner Group Reportedly Aligns With Hezbollah, IDF Gains Ground In Gaza City Ahead Of Blinken's Middle East Visit
November 02, 2023
Tickers
EIS
IZRL
RSP
SPY
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Top Stories
UUP
Broad U/S/ Equity ETFs
From
Benzinga
Jim Cramer Prefers Caution Despite Impressive Returns From 'The Enormous Eight' Led By Nvidia, Meta: 'Each One Set Up Like Bowling Pins'
November 01, 2023
Tickers
AAPL
AMZN
GOOG
GOOGL
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Benzinga
SPY
IJR
From
Benzinga
Tax-loss harvesting hurt stocks in October. But traders can use this to their advantage.
October 30, 2023
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C
COMP
DJIA
GS
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KO
COMP
C
From
MarketWatch
GDP Surges as Sentiment Slides: A Week of Economic Insights
October 30, 2023
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RSP
SPY
XLY
Tags
XLY
Invesco
expert insights
From
ETF Trends
S&P 500 Snapshot: Index Drops Into Correction Territory
October 27, 2023
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IEF
RSP
SHY
SPLG
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TLT
SPLG
IVV / iShares S&P 500 Index ETF
From
ETF Trends
Where to Invest $10,000 in a Bear Market
October 27, 2023
Tickers
RSP
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Recent Press Releases
Market News
RSP
From
Motley Fool
The 7 companies propping up the U.S. stock market are sending a bearish warning that investors should not ignore
October 26, 2023
Tickers
AMZN
COMP
GOOG
GOOGL
Tags
SPX
GOOG
NDX
From
MarketWatch
3 Blue-Chip Stocks to Buy at an All-Time Low in Q4
October 26, 2023
Tickers
DIS
IVZ
LUV
PARA
Tags
DIS
NASDAQ:PARA,NYSE:DIS,NYSE:IVZ,NYSEARCA:RSP,NYSE:LUV
PARA
From
InvestorPlace
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