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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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U.S. stocks will soon be reshuffled in the Russell reconstitution. Here’s how Goldman Sachs sees the rebalancing shaking out.
May 16, 2023
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GOOGL
META
Tags
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May 15, 2023
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Regional bank turmoil has actually reduced volatility and supported the market. Here’s how.
May 12, 2023
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Why global small-cap ETFs could provide some shelter if a U.S. recession comes
April 27, 2023
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April 27, 2023
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Tags
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April 25, 2023
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ChatGPT revolution has driven half the gains in the stock market this year: JPMorgan
April 25, 2023
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Stock rally making it too hot for shorts as AMC, GameStop, Coinbase are the ‘most squeezable’
April 12, 2023
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CNK
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Mortgage rates are too high to move. Here are four stocks that benefit, according to a money manager.
April 12, 2023
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This small-cap stock fund shows how you can get your money’s worth paying for active management
April 11, 2023
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CXT
DAR
DY
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You’ll make the most money in the stock market during these specific — and suprising — hours
April 05, 2023
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Bank fears leave KRE ETF ‘hanging by a thread’, threatening broader pullback: analyst
April 05, 2023
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NDX
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This fund manager has long warned of money leaving the financial system as interest rates rise. Here’s his advice for investors right now.
March 14, 2023
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Medicare just crushed the hopes of 750,000 Alzheimer’s patients a year
March 03, 2023
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February 27, 2023
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This little-known indicator with an excellent record is projecting below-average long-term returns
February 25, 2023
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Are small-caps stocks cheap? Yes — relatively.
February 23, 2023
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February 20, 2023
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The next few days may reveal whether investors have been riding one big suckers rally, says this strategist.
February 06, 2023
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Are we in a new bull market?
February 03, 2023
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Wall Street to Jerome Powell: We don’t believe you
February 01, 2023
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SPX
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MarketWatch
Finding a P/E ratio isn’t as easy as you may think
January 17, 2023
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MarketWatch
Small-caps stocks outperform so far in 2023 as U.S. equities head for second week of gains this year
January 13, 2023
Tickers
DJIA
SML
SPX
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RUT
From
MarketWatch
Stocks are picking up speed into 2023 but bulls should watch for danger signs
January 10, 2023
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MarketWatch
This ‘crazy’ retirement portfolio has just beaten Wall Street for 50 years
January 06, 2023
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GSG
IEF
IWM
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Stock market got a ‘Santa Claus rally’ after all
January 04, 2023
Tickers
COMP
DJIA
SPX
Tags
RUT
COMP
SPX
From
MarketWatch
How a Santa Claus rally, or lack thereof, sets the stage for the stock market in first quarter
December 24, 2022
Tickers
COMP
DJIA
SPX
Tags
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RUT
SPX
From
MarketWatch
The S&P 500 is skating close to the edge. If it breaks past this level, the drop could be big.
December 08, 2022
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SPX
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AJRD
SPX
RUT
From
MarketWatch
These small-cap stocks might make you the most money in 2023, based on two important data points
December 07, 2022
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APPS
BOOT
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MarketWatch
Why Monday’s stock-market rout should be a wake up call for investors
December 05, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
BX:TMUBMUSD10Y
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SPX
From
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