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home
about us
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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
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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
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Back Dated Performance Reports
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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
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
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RSVP-Signup Form
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Here’s what history says about stock market performance in December
November 30, 2022
Tickers
COMP
DJIA
SPX
Tags
RUT
SPX
COMP
From
MarketWatch
Three seasonal effects in the stock market begin around Thanksgiving, and this year it’s time to buy this asset class
November 17, 2022
Tickers
IWM
PSX
SPX
VIX
Tags
RUT
SPX
IWM
From
MarketWatch
Stocks are trading exactly where they were 5 months ago, which could mean they’re poised for more gains, one analyst says
November 07, 2022
Tickers
AMZN
COMP
DJIA
META
Tags
AMZN
COMP
DJIA
From
MarketWatch
‘The next big thing is small’: Get ready for some bullish history to repeat with these stocks, says BofA analysts
November 04, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
RUT
SPX
From
MarketWatch
Five sentiment indicators are telling us it’s time to buy stocks, especially this one group
October 12, 2022
Tickers
IWO
VIX
Tags
VIX
RUT
IWO
From
MarketWatch
Get ready for a stormy earnings season with these 12 stocks from Goldman and other strategists.
October 10, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
SCHW
PSA
AMZN
From
MarketWatch
Big investors are favoring large-cap stocks for the rest of 2022 — maybe you should too
September 09, 2022
Tickers
AAPL
AMZN
BAC
BRK-B
Tags
AAPL
SPY
SPX
From
MarketWatch
The stock market’s summer rally ran out of steam in August. Here’s what history says about September.
August 31, 2022
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
RUT
From
MarketWatch
Don’t forget that the big money in stocks is usually made during down markets
August 31, 2022
Tickers
AAPL
ARKK
COMP
DJIA
Tags
SMH
ARKK
BTCUSD
From
MarketWatch
Small-cap tech stocks are ‘expensive,’ but investors keep turning to them, warns Jefferies
August 24, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
‘Uncomfortable’ with S&P 500 valuations? Investors may still find ‘bargains’ in small-cap stocks, says RBC
August 22, 2022
Tickers
COMP
DJIA
SPX
Tags
RUT
SPX
COMP
From
MarketWatch
This stock-market milestone indicates the S&P 500 could be as much as 16% higher one year from today
August 15, 2022
Tickers
AMZN
ARKK
COIN
COMP
Tags
MSTR
SOX
DJIA
From
MarketWatch
These small-cap stocks will lead the market if the rally has legs
August 12, 2022
Tickers
AAPL
CRK
CROX
EP
Tags
CROX
HPP
EP
From
MarketWatch
This strategist said hold on to stocks at the June lows. Now he says it’s time to cut exposure.
July 29, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD10Y
ES00
DXY
From
MarketWatch
Bull-market rebirth or head fake? These five indicators will give the green light for a sustained rise in stock prices
July 26, 2022
Tickers
COMP
SPX
Tags
SPX
COMP
RUT
From
MarketWatch
U.S. stock futures hold near five-week highs as investors await earnings wave and Fed decision
July 25, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
COMP
XX:SXXP
NQ00
From
MarketWatch
It’s time to overweight small caps as ‘they’ve come very close to pricing in recession’: RBC Capital
July 22, 2022
Tickers
COMP
DJIA
SML
SNAP
Tags
DJIA
RUT
SPX
From
MarketWatch
Stock futures ease back after strong run as investors eye earnings, ECB meeting
July 21, 2022
Tickers
ARKK
BX
COMP
DJIA
Tags
RUT
SPX
CL/1
From
MarketWatch
U.S. futures signal further gains as Netflix bounces
July 20, 2022
Tickers
COMP
DJIA
NFLX
SPX
Tags
BX:TMUBMUSD10Y
NFLX
ES00
From
MarketWatch
Small-caps lead stock-market surge as Russell 2000 sees biggest gain since January 2021
July 19, 2022
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
RUT
From
MarketWatch
Here’s a little tip about where to put your money now: Cash rules everything.
July 19, 2022
Tickers
SPX
Tags
DXY
RUT
SPX
From
MarketWatch
What’s next for the stock market after the worst 1st half since 1970? Here’s the history.
June 29, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
RUT
SPX
From
MarketWatch
Why stock-market volatility may rise Friday due to Russell rebalancing
June 22, 2022
Tickers
AR
CHK
COMP
DJIA
Tags
SWN
RLV
AR
From
MarketWatch
The S&P 500 is clinging to a key support level after Friday’s meltdown, here’s what happens if that fails
June 13, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
BX:TMUBMUSD02Y
ES00
DXY
From
MarketWatch
Russell 2000 Index looks undervalued — if these companies are left out of the P/E calculation
June 07, 2022
Tickers
IWM
SPX
Tags
RUT
SPX
IWM
From
MarketWatch
‘A game of catch and release’: Are recent stock-market rallies the beginning of a bull run?
June 02, 2022
Tickers
AAPL
AMZN
COMP
GOOGL
Tags
TSLA
GOOGL
COMP
From
MarketWatch
Why a top Wall Street quant sees S&P 500 taking back all its losses by yearend
June 01, 2022
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
RUT
From
MarketWatch
This market strategist with a spot-on record sees stocks surging 15% to 25% from their dismal May low
June 01, 2022
Tickers
COMP
SPX
Tags
RUT
SPX
COMP
From
MarketWatch
Some Sturm Ruger shareholders are seeking a ‘human rights impact assessment’ of the gun maker. Does your ETF hold the stock?
May 27, 2022
Tickers
ESGU
ESML
IJR
ITA
Tags
VBR
ESGU
RGR
From
MarketWatch
In a ‘baby with the bathwater’ market, here are a dozen unfairly punished stocks, ripe for a bounce
May 24, 2022
Tickers
AAPL
AMC
AMZN
COMP
Tags
TWTR
AMC
GME
From
MarketWatch
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