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home
about us
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Team Biographies
Firm ADV PDFs
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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
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Quarterly Performance Reports
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Russell 2000 on pace for best month versus S&P 500 in nearly 3 years
December 13, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
RUT
From
MarketWatch
Dow scores its highest close in history. Here’s what that means.
December 13, 2023
Tickers
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DJIA
SPX
Tags
COMP
SPX
RUT
From
MarketWatch
‘Magnificent Seven’ up for another bull run? What to expect from technology stocks in 2024.
December 13, 2023
Tickers
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AMD
AMZN
COMP
Tags
TSLA
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From
MarketWatch
Investors are taking more risk as we near the end of 2023
December 08, 2023
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AAPL
AMZN
GOOG
GOOGL
Tags
IWF
AMZN
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From
MarketWatch
Blistering stock-market rally running out of gas with trend-following funds poised to slash exposure, Goldman warns
December 05, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
RUT
COMP
From
MarketWatch
Did stock market rally too far, too fast? Surge may require some pay back in early 2024, analyst says.
December 05, 2023
Tickers
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DJIA
SPX
VIX
Tags
DJIA
VIX
COMP
From
MarketWatch
Wall Street ‘dash for trash’ is heating up as small caps, unprofitable tech and other speculative bets rally
December 04, 2023
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ARKK
COIN
COMP
Tags
BTCUSD
ARKK
COIN
From
MarketWatch
Fed rate-cut hopes are fueling an ‘everything rally’ on Wall Street
November 29, 2023
Tickers
ARKK
COIN
COMP
DJIA
Tags
SPX
GLD
RUT
From
MarketWatch
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
Tickers
RSP
SPX
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RUT
SPX
RSP
From
MarketWatch
Stock market heads into year-end with serious momentum. What that means for December and beyond.
November 26, 2023
Tickers
COMP
DJIA
EEM
EFA
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COMP
EEM
DJIA
From
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There’s still plenty of time to ride this stock market rally
November 24, 2023
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AVPT
ES
IWM
KHC
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ES
SPY
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From
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A dip-buying year awaits investors in 2024 as S&P 500 finds ‘true bottom,’ says this Wall Street bank.
November 21, 2023
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ADSK
AMC
AMZN
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GME
QQEW
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From
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Small-cap stocks have been left in the dust. Seasonal factors may help them catch up, analyst says.
November 20, 2023
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AAPL
COMP
MSFT
NDX
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XLK
From
MarketWatch
Why is this mutual fund giant cautious about markets in 2024? T. Rowe Price shares its outlook.
November 20, 2023
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STLD
TROW
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TROW
CRBG
RUT
From
MarketWatch
S&P 500 futures rise ahead of options expiration
November 17, 2023
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COMP
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GPS
SPX
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ES00
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From
MarketWatch
10 ‘better values’ in the stock market, selected for the next two years
November 16, 2023
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ALL
CHWY
DJIA
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CHWY
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From
MarketWatch
S&P 500 futures hold near two-month highs after strong rally
November 16, 2023
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AMAT
BZH
COMP
CSCO
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AMAT
WSM
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From
MarketWatch
Options traders are piling into bullish bets on small-cap stocks at a record pace
November 15, 2023
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COMP
SPX
Tags
RUT
SPX
COMP
From
MarketWatch
How investors are gearing up for the end of Fed rate hikes, according to MFS survey
November 15, 2023
Tickers
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COMP
DJIA
SPX
Tags
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SPX
From
MarketWatch
Violent small-cap rebound paints optimistic picture for long-suffering corner of the market, technicians say
November 15, 2023
Tickers
DJIA
IWM
SPX
Tags
DJIA
RUT
SPX
From
MarketWatch
S&P 500 futures extend rally amid signs of cooling inflation
November 15, 2023
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COMP
CSCO
DJIA
PANW
Tags
ES00
CSCO
TGT
From
MarketWatch
Jamie Dimon isn’t ready to say the Fed’s inflation battle is over
November 15, 2023
Tickers
SPX
Tags
RUT
SPX
From
MarketWatch
Russell 2000 outperforms Nasdaq, on pace for best day in a year
November 14, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
RUT
From
MarketWatch
Battered small-cap stocks look like a buy, BofA Global says
November 13, 2023
Tickers
COMP
SPX
Tags
XX:RT200
RUA
RUT
From
MarketWatch
Hedge funds are betting that stocks will fall and indexes will rise at the same time. What’s going on?
November 13, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
GOOG
RUT
SPX
From
MarketWatch
Stocks may struggle until Thanksgiving as bond yields bounce. And one sector in particular is a turkey.
November 10, 2023
Tickers
AAPL
AMC
AMZN
DEO
Tags
RUT
AAPL
NIO
From
MarketWatch
Tempted to go bargain-hunting for small-cap stocks? Why you might want to wait.
November 08, 2023
Tickers
COMP
SML
SPX
Tags
SPX
SML
COMP
From
MarketWatch
Another Wall Street strategist says last week’s U.S. stock-market rally will soon fizzle. Here’s why.
November 07, 2023
Tickers
ARKK
COMP
DJIA
JPM
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ARKK
COMP
JPM
From
MarketWatch
This fund manager was right that recession fears were overhyped. Now he’s betting on strip malls and these other megatrends.
November 01, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
PLTR
NVDA
ETSY
From
MarketWatch
International equities are beating U.S. stocks in ‘rare’ outperformance. Should you lighten up on non-U.S. equities?
October 31, 2023
Tickers
AAPL
ACWX
AMZN
COMP
Tags
SPX
ACWX
RUT
From
MarketWatch
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