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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Why Does Tesla CEO Elon Musk Think A Recession Is Actually A Good Thing?
May 29, 2022
Tickers
MUSK
TSLA
Tags
Market News
Inflation
Federal Reserve
From
Benzinga
There's a 50% to 60% chance of a mild recession next year, former Fed vice chair says
May 24, 2022
Tags
U/S/ Economy
Economic growth
Economy
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Great Resignation? Why it's not a good idea to quit just before a possible recession
May 24, 2022
Tags
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A 'bear market' looms. What does that mean?
May 20, 2022
Tags
Recessions and depressions
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May 19, 2022
Tickers
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AMZN
FB
GOOG
Tags
AMZN
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From
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May 18, 2022
Tickers
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BA
CAT
CVX
Tags
ACI
CWEN
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From
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Goldman Sachs CEO advises clients to be cautious because Fed policy has unpredictable consequences
May 18, 2022
Tags
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Economy
Target Corp
From
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CEO outlook dims sharply, with more than half expecting a recession ahead, survey shows
May 18, 2022
Tickers
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Tags
US Economy
Recessions and depressions
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From
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Op-ed: Investors need to keep their emotions under control in this volatile market
May 18, 2022
Tags
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Financial consulting
From
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Elon Musk Says US Is Already In A Recession, Could Last Up To 18 Months Before 'Boom Time Again'
May 17, 2022
Tickers
GS
SPY
TSLA
Tags
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From
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Op-ed: Energy and health care are attractive sectors to watch the rest of the year
May 17, 2022
Tags
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May 10, 2022
Tickers
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Tags
Aditya Bhave
Markets
Trading Ideas
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May 09, 2022
Tickers
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ANDE
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Tags
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Worried about a recession? Here’s how to prepare your portfolio
May 07, 2022
Tags
Retirement
Recessions and depressions
The Fed
From
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Ron Insana says the Fed is defying logic by trying to create a recession
May 06, 2022
Tags
Inflation
Recession
Economy
From
CNBC.com News
Fears of a Fed mistake grow as this week's anticipated interest rate hike looms
May 02, 2022
Tags
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Recession
From
CNBC.com News
The Federal Reserve's fight with inflation could cool the hot labor market, risking stagflation
May 02, 2022
Tickers
JOBS
Tags
Personal debt
Interest Rates
Economy
From
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Fed's Daly says the economy can handle rate hikes, but a mild recession is possible
April 20, 2022
Tags
Markets
Economy
US Economy
From
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Inverted Yields And FED Rate Hikes, What Does It All Mean?
April 12, 2022
Tags
Regulations
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Financial Advisors
From
Benzinga
Concerned About Inflation and Recession? Consider IVOL
April 11, 2022
Tickers
IVOL
Tags
fed tightening
recession
KraneShares
From
ETF Trends
The dollar is staging a comeback as the crisis in Ukraine deepens
April 08, 2022
Tickers
EURO
GDP
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Tags
U/S/ Markets
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April 07, 2022
Tags
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retirement income channel
Mark Hackett
From
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Op-ed: Will high inflation hurt stock returns in the long run? Not really
April 05, 2022
Tags
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From
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Inflation fears force Americans to rethink financial choices
April 05, 2022
Tags
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From
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81% of U.S. adults are worried about a recession hitting this year, survey finds
April 05, 2022
Tickers
JOBS
Tags
Inflation
Personal income
Personnel
From
CNBC.com News
Housing Beat: Records Broken For Single-Family And Condo Prices; The 'R' Word Gets Raised
March 31, 2022
Tickers
ECON
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NWS
NWSA
Tags
Economics
Recession
Benzinga
From
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Anthony Scaramucci says he's 'not quite convinced' on the recession signal the bond market flashed
March 30, 2022
Tickers
JOBS
Tags
Inflation
U/S/ Economy
Recession
From
CNBC.com News
As Recession Fears Increase, Get More Bond Exposure
March 14, 2022
Tickers
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Tags
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From
ETF Trends
Exxon Mobil, Marathon Oil Stocks Soar; But Is It A Warning Signal For The Economy?
February 28, 2022
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Tags
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What Happens When Yield Curve Flattens And Potential Inverts? Here's What To Watch And How To Trade It
February 18, 2022
Tickers
KBE
SPY
XLU
Tags
XLU
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KBE
From
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