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Yield Difference
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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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TAF
Event Schedule
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Investing During Uncertain Times
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MARKET RESEARCH
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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
Featured Articles
Contrarian Notes Blog
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Sell the S&P 500. Buy this instead.
October 26, 2023
Tickers
AAPL
AMZN
CSCO
EUSA
Tags
AMZN
GOOGL
EUSA
From
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Is It Time to Bet on Small Caps? Analysts Share Insights On The Valuation Gap Versus Large Caps
October 21, 2023
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AMZN
GOOG
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Tags
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GOOGL
From
Benzinga
S&P 500 Snapshot: 4-Day Slump Wipes October Gains
October 20, 2023
Tickers
RSP
SPLG
Tags
IVV / iShares S&P 500 Index ETF
RSP
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From
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October 16, 2023
Tickers
RSP
SPDR
SPY
XLI
Tags
expert insights
jennifer nash
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From
ETF Trends
Emerging-market stocks look poised for a comeback after a difficult decade. Here’s what U.S. investors need to know.
October 10, 2023
Tickers
AAPL
ACWI
ECH
EEM
Tags
RSP
MCHI
EIDO
From
MarketWatch
Mixed Signals From the Labor Market
October 09, 2023
Tickers
RSP
SPY
XLY
Tags
RSP
Innovative ETFs channel
Invesco
From
ETF Trends
Dow industrials erase 2023 gain as stocks extend selloff
October 03, 2023
Tickers
COMP
DJIA
RSP
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Economic Growth: The Role of Consumer Consumption and Confidence
October 02, 2023
Tickers
RSP
SPY
XLY
Tags
RSP
Innovative ETFs channel
XLY
From
ETF Trends
BofA Says This Simple Strategy 'Should Handily Outperform' The S&P 500, Despite Raising Its Year-End Target To 4,600
September 25, 2023
Tickers
RSP
SPY
Tags
SPY
ETFs
Market News
From
Benzinga
Rising Mortgage Rates and Their Ripple Through the Housing Market
September 25, 2023
Tickers
ITB
PKB
REZ
RSP
Tags
ITB
Featured
REZ
From
ETF Trends
Fund Managers Lag S&P 500 As 60% Underperform In First Half Of 2023: Here's Why
September 22, 2023
Tickers
RSP
SPY
TECH
Tags
performance
ETFs
Broad U/S/ Equity ETFs
From
Benzinga
'Stocks In Monopolistic Bull Market': Wall Street Analyst Contemplates A Bright Future For Next Phase
September 22, 2023
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AAPL
AMZN
BX
COST
Tags
SPY
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Analyst Color
From
Benzinga
Inflation’s Lingering Shadow: A Look at Recent Economic Indicators
September 18, 2023
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ITB
REZ
RSP
SPY
Tags
ITB
SPY
Invesco
From
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'Magnificent Seven' Dominate S&P 500, But Haunting Echoes Of Dot-Com Bubble Resurface
September 12, 2023
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AAPL
AI
AMZN
GOOG
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Broad U/S/ Equity ETFs
ETFs
AI
From
Benzinga
Exploring Economic Indicators: Services Sector and Trade Balance
September 11, 2023
Tickers
RSP
SPDR
SPY
Tags
RSP
Innovative ETFs channel
Invesco
From
ETF Trends
Stop! This ETF May Be a Far Safer Bet Than SPY Stock for 2023.
September 07, 2023
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
META
RSP
GOOGL
From
InvestorPlace
ETF Prime: Lydon on ETF Flows, Plus Grayscale’s Recent Court Win
September 06, 2023
Tickers
RSP
TLT
Tags
Invesco
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Grayscale
From
ETF Trends
Equal-Weight Flexes Diversification Credibility
August 23, 2023
Tickers
RSP
Tags
Invesco
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Portfolio Strategies channel
From
ETF Trends
Assessing the Recession Risk: Interpreting Key Economic Indicators
August 18, 2023
Tickers
ITB
REZ
RSP
SPY
Tags
XRT
ITB
RSP
From
ETF Trends
Strategist who called 2023 U.S. stock rally says S&P 500 will go nowhere for rest of 2023, and likely in 2024 too
August 09, 2023
Tickers
AAPL
COMP
DJIA
GS
Tags
COMP
AAPL
SPX
From
MarketWatch
Stagflation has disappeared from the lexicon. These analysts are bringing it back.
August 09, 2023
Tickers
AAPL
AMC
BN
DIS
Tags
TUP
CL/1
WEN
From
MarketWatch
Equal Weight RSP Slightly Outpaced Benchmark in July
August 04, 2023
Tickers
RSP
RSPE
Tags
RSPE
Portfolio Strategies channel
Invesco
From
ETF Trends
Nasdaq 100 has lightened up on Big Tech stocks, but investors don’t seem to care
July 25, 2023
Tickers
AAPL
AMZN
GOOGL
MSFT
Tags
AAPL
SPX
NVDA
From
MarketWatch
Top Wall Street Strategist Warns Of Possible Market Bubble, Points To Tech Concentration In S&P 500 And AI Hype
July 25, 2023
Tickers
AI
AMZN
CRM
GOOG
Tags
JP Morgan
GOOGL
AMZN
From
Benzinga
The Nasdaq 100 Has Been Rebalanced, but It Still Has a "Big" Problem
July 25, 2023
Tickers
DJI
RSP
Tags
^GSPC
^DJI
RSP
From
Motley Fool
It’s the Economy That Matters: Insights From Key Housing Market Indicators
July 24, 2023
Tickers
ITB
PKB
REZ
RSP
Tags
PKB
Portfolio Strategies channel
ssga
From
ETF Trends
Bull vs. Bear: Do Multifactor ETFs Make Sense for Today’s Market?
July 20, 2023
Tickers
DBMF
IWB
JPEM
KMLM
Tags
Invesco
ROUS
JPEM
From
ETF Trends
Why Are Investors Allocating to Equal-Weight RSP Now?
July 19, 2023
Tickers
RSP
Tags
RSP
Invesco
Portfolio Strategies channel
From
ETF Trends
Bank ETFs bounce, with this fund heading for potentially best month since 2021
July 18, 2023
Tickers
AAPL
BAC
COMP
DJIA
Tags
DJIA
MSFT
BAC
From
MarketWatch
A Promising Shift as Inflation Cools and Sentiment Soars
July 17, 2023
Tickers
ITB
REZ
RSP
SPY
Tags
XLY
REZ
Invesco
From
ETF Trends
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