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home
about us
Investment Approach
Client Service Approach
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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You own the wrong small-cap fund. How to get into a better one.
October 27, 2023
Tickers
IJR
IWM
SML
Tags
SML
IWM
IJR
From
MarketWatch
The stock market is looking for direction and there’s a hopeful sign ahead
October 26, 2023
Tickers
CHEF
DLR
EQR
ES
Tags
NDX
CHEF
SPY
From
MarketWatch
U.S. small-cap stocks are not usually the smartest pick for investors. They look especially dangerous now, says DataTrek
October 24, 2023
Tickers
COMP
DJIA
SML
SPX
Tags
COMP
SML
DJIA
From
MarketWatch
From bonds to transports, the message is clear, says technical strategist: ‘The high for equities is not in.’
October 18, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
COMP
AMZN
CL/1
From
MarketWatch
Small-cap index books historic second ‘death cross’ in a year. Is a turnaround coming?
October 13, 2023
Tickers
COMP
NDX
Tags
RUT
COMP
NDX
From
MarketWatch
Investors are asking too much from the stock market, says this strategist.
October 12, 2023
Tickers
AAPL
AMC
AMZN
DAL
Tags
TPST
BX:TMUBMUSD10Y
BX:TMUBMUSD02Y
From
MarketWatch
Dividend stocks are dirt cheap. It may be time to back up the truck.
October 11, 2023
Tickers
CME
COP
DIVL
EOG
Tags
BX:TMUBMUSD20Y
MS
BHBFX
From
MarketWatch
Here’s the real reason the stock market sucks. And yes, it’s rather spooky.
October 10, 2023
Tickers
DJIA
SPX
Tags
DJIA
NIY00
RUT
From
MarketWatch
This fund manager is holding 60% cash — and expecting a stock-market crash
October 06, 2023
Tickers
SPX
Tags
SPX
RUT
From
MarketWatch
‘Don’t invest in the U.S.’ says GMO’s Jeremy Grantham, who sees a possible 50% stock pullback coming.
October 06, 2023
Tickers
AAPL
AMZN
GOOGL
KO
Tags
AMZN
KO
QQQ
From
MarketWatch
5 charts show how rising bond yields are wreaking havoc in markets
October 04, 2023
Tickers
DJIA
GOLD
IWM
NDX
Tags
BX:TMUBMUSD30Y
GC00
XHB
From
MarketWatch
One of the biggest problems plaguing the U.S. stock market is getting worse as selloff continues
October 04, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
MSFT
GOOGL
TSLA
From
MarketWatch
S&P 500 futures hold their ground as Treasury yields stabilize
October 03, 2023
Tickers
COMP
DJIA
SPX
Tags
NQ00
COMP
YM00
From
MarketWatch
S&P 500 futures rise as Treasury yields pull back
September 27, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
YM00
COMP
NQ00
From
MarketWatch
A handful of stocks have driven much of this year’s rally. That’s becoming a serious problem on the way down.
September 25, 2023
Tickers
AAPL
AMZN
COMP
GOOG
Tags
BX:TMUBMUSD10Y
RUT
AAPL
From
MarketWatch
4 reasons your index funds failed you
September 21, 2023
Tickers
SPX
Tags
RYSYX
POMIX
FZROX
From
MarketWatch
Investors should stick to the ‘late cycle playbook’ and buy these sectors, says Morgan Stanley’s Mike Wilson
September 18, 2023
Tickers
ACN
AZO
BMRN
BSX
Tags
CL/1
BMRN
ACN
From
MarketWatch
First ETF to trade zero-day options makes its market debut. Two more are in the works.
September 14, 2023
Tickers
JEPI
NDX
SPX
Tags
NDX
JEPI
RUT
From
MarketWatch
Small-cap stock weakness sees Russell 2000 flirt with 200-day moving average
September 13, 2023
Tickers
SPX
Tags
SPX
RUT
RUA
From
MarketWatch
Stay upbeat on U.S. stocks, says SocGen, which just boosted its S&P 500 target
September 13, 2023
Tickers
AAPL
ACB
AMC
AMZN
Tags
NQ00
AMZN
COMP
From
MarketWatch
Saudi Arabia as the new Switzerland? A new world order makes markets riskier, says JPMorgan strategist
September 06, 2023
Tickers
AI
AMC
AMZN
GME
Tags
XHB
TTOO
NVDA
From
MarketWatch
Morgan Stanley’s Mike Wilson warns too much optimism in U.S. stock prices as rebound in economic growth is unlikely in 2023
September 05, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
XX:SP500/40
XX:SP500/20
From
MarketWatch
The ‘beating heart’ of the economy may be ready to trigger a recession, says this strategist
August 31, 2023
Tickers
AAPL
AMC
AMZN
AVGO
Tags
UBS
OKTA
ICCT
From
MarketWatch
Have you heard this terrible investing advice? Here’s why you should ignore it.
August 28, 2023
Tickers
COMP
EFA
SPX
Tags
RUT
SPX
COMP
From
MarketWatch
Is the Russell 2000 index on the verge of a bear market signal?
August 22, 2023
Tickers
SPX
Tags
RUT
SPX
From
MarketWatch
‘Own what the Mother of All Bubbles crowd doesn’t.’ This market strategist expects stagflation and is investing for it now.
August 21, 2023
Tickers
EWJ
EWZ
GLD
HYG
Tags
WOOD
URA
EWJ
From
MarketWatch
Want to be a contrarian stock investor? This market pro shares his secrets.
August 04, 2023
Tickers
BALL
BSX
CCK
CFR
Tags
BSX
NDX
RUT
From
MarketWatch
Could lofty stock-market valuations put the brakes on this year’s rally? Probably not, analysts say
August 01, 2023
Tickers
COMP
SPX
Tags
SPX
COMP
RUT
From
MarketWatch
U.S. corporate bonds flash ‘green light’ for further stocks gains as equities soar in 2023
July 31, 2023
Tickers
SPX
Tags
RUT
SPX
From
MarketWatch
Dow Theory signals bull market in U.S. stocks has room to run: analysts
July 25, 2023
Tickers
COMP
DJIA
DJT
MS
Tags
DJT
DJIA
SPX
From
MarketWatch
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