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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
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Worried about your investments? Here’s how the smart money made 100% when market gloom was this bad.
May 19, 2022
Tags
RUT
From
MarketWatch
Why this investor who paid $650,000 to lunch with Buffett isn’t buying or selling right now
May 18, 2022
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AAPL
AMC
AMD
AMZN
Tags
DJCO
BRK/A
BRK/B
From
MarketWatch
Stock investors are now starting to feel the 5 stages of bear-market grief
May 17, 2022
Tickers
COMP
SPX
Tags
COMP
SPX
RUT
From
MarketWatch
This idiot-proof portfolio has beaten traditional stocks and bonds over 50 years
May 13, 2022
Tickers
DBC
GLD
IEF
IWM
Tags
VEA
VNQ
SPX
From
MarketWatch
Fed tightening comes ‘fraught with volatility’ in the stock market, but this JPMorgan portfolio manager says he isn’t betting on a U.S. recession
May 12, 2022
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
If we’re long-term investors, what should we be buying?
May 10, 2022
Tickers
IWM
SLYV
SML
SPSM
Tags
VTWO
VTSMX
SPX
From
MarketWatch
‘You don’t want to be shocked’: It’s ‘rank day’ and here’s what that means for U.S. stocks
May 06, 2022
Tickers
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AMZN
COMP
DJIA
Tags
AMZN
RUT
GOOGL
From
MarketWatch
A rough 4 months for stocks: S&P 500 at risk of booking the worst start to a year since 1942. Here’s what pros say you should do now.
April 29, 2022
Tickers
COMP
DJIA
SPX
TLT
Tags
BX:TMUBMUSD10Y
RUT
DJIA
From
MarketWatch
How can retirees hedge inflation risk?
April 28, 2022
Tickers
CVX
DBC
EDV
GLD
Tags
EDV
TIP
VEA
From
MarketWatch
‘The Fed always screws up.’ This forecaster sees inflation peaking and U.S. stocks in a bear market by summer
April 20, 2022
Tickers
COMP
GLD
IDX
SHY
Tags
COMP
SPX
TLT
From
MarketWatch
Inverted yield curve poses ‘new risk’ for small-cap stocks, warns BofA
April 04, 2022
Tickers
SML
SPX
Tags
RUT
BX:TMUBMUSD10Y
SML
From
MarketWatch
Why gold and platinum are a window into the stock market’s future and what investors can expect
March 29, 2022
Tickers
COMP
SPX
Tags
RUT
SPX
COMP
From
MarketWatch
Russia just made a case for owning gold—and nobody noticed
March 28, 2022
Tickers
CMDY
EFA
IEF
SCHH
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SPY
RUT
IEF
From
MarketWatch
Perfect contrarian indicator? Jim Cramer declares the bear market is over
March 28, 2022
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COMP
SPX
Tags
SPX
COMP
RUT
From
MarketWatch
How ‘washed up…old man’ Warren Buffett is getting the last laugh
March 23, 2022
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BRK-A
DEO
SPX
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SPX
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From
MarketWatch
This group of stocks is flagging a rebound, and that’s good news for the S&P 500, says technical analyst
March 22, 2022
Tickers
AAPL
AMC
AZN
BABA
Tags
MRNA
CH:ROG
NVS
From
MarketWatch
Look for this group of stocks to surge when risk aversion fades, says fund manager, who offers five stock ideas
March 16, 2022
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AAPL
AMC
BABA
COMP
Tags
ES00
PLNT
FB
From
MarketWatch
These are the stocks to own as inflation starts to slow
March 11, 2022
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AMRK
AWR
KAR
KLIC
Tags
KAR
MNKD
KLIC
From
MarketWatch
‘I think we are in No Man’s Land at the moment,’ says Fundstrat’s Lee of the stock market
March 10, 2022
Tickers
COMP
DJIA
SPX
Tags
RUT
COMP
DJIA
From
MarketWatch
The end (of the stock market correction) may be near
March 04, 2022
Tickers
SPX
Tags
SPX
RUT
From
MarketWatch
Death cross crystallizes in Nasdaq Composite on Friday for first time in 2 years, in a bearish sign for the stock market
February 18, 2022
Tickers
COMP
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
These 17 small-cap stock ideas have momentum and valuation on their side, says Jefferies
February 17, 2022
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AAP
AMAT
AMC
AMD
Tags
DXY
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SWI
From
MarketWatch
Inflation’s on fire, and the Fed’s poised to act. Here’s how markets and the economy have reacted to the first hike in a cycle.
February 11, 2022
Tickers
ACWI
SPX
Tags
RUT
DJIA
BX:TMUBMUSD02Y
From
MarketWatch
JPMorgan’s Kolanovic is again pounding the table for stocks — but one market is close to triggering an ominous signal
February 01, 2022
Tickers
AAPL
AMC
AMD
BABA
Tags
SPX
GME
UK:GWM00
From
MarketWatch
Bears beware. Past corrections for the S&P 500 are only 15% on average, outside of recessions
January 31, 2022
Tickers
COMP
SPX
Tags
RUT
SPX
COMP
From
MarketWatch
Here are the ‘good things’ RBC sees in the U.S. stock market following January’s selloff
January 31, 2022
Tickers
COMP
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
When to stop investing in the stock market? Wild price swings are shaking the resolve of some: Is it time to bail out of equities and bonds?
January 29, 2022
Tickers
AAPL
AMC
COMP
GME
Tags
BX:TMUBMUSD02Y
GME
COMP
From
MarketWatch
What to expect from markets in the next six weeks, before the Federal Reserve revamps its easy-money stance
January 29, 2022
Tickers
AGG
COMP
EEM
HYG
Tags
XX:SP500PV
XX:SP500PG
EEM
From
MarketWatch
The stock-market index that led the pandemic-fueled tumble just entered a bear-market for the first time in 2 years
January 27, 2022
Tickers
COMP
SPX
Tags
RUT
COMP
SPX
From
MarketWatch
What ETFs are retail investors loading up amid stock market volatility? Here’s what some are doing (and aren’t).
January 27, 2022
Tickers
AMD
ARKW
BLOK
ECH
Tags
RUT
EWH
XLE
From
MarketWatch
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