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Revenue Bonds
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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 Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
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Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
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NHA/PHA Bonds
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TANs/RANs
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Analyzing GO Bonds
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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 sm Program
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Client Information
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Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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MARKET RESEARCH
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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
Featured Articles
Contrarian Notes Blog
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Nvidia, AMD, and Broadcom Poised for AI Boom, Mizuho Analyst Says
March 07, 2024
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ARM
AVGO
BOTZ
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March 05, 2024
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March 05, 2024
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3 Red-Hot ETFs That Show No Signs of Cooling Off
March 05, 2024
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SMH
VUG
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VUG
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Nvidia's CEO Foresees Artificial General Intelligence Breakthrough Within Five Years
March 04, 2024
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NEWS
NVDA
SMH
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Market News
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News
From
Benzinga
Nvidia Supplier Taiwan Semi Faces Water Shortage Challenge as Chip Production Demand Soars
March 01, 2024
Tickers
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NEWS
NVDA
SMH
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AI Generated
BZ Data Project
From
Benzinga
Best Long-Term Semiconductor Stocks According To Redditors: Favorites Beyond Nvidia
March 01, 2024
Tickers
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AMD
ASML
AVGO
Tags
INTC
semiconductors
AMAT
From
Benzinga
Nvidia's Data Center Dominance and AMD's Rising Share Foretell Bullish Future: BofA Analyst
February 28, 2024
Tickers
AMD
AVGO
NEWS
NVDA
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Market News
NVDA
News
From
Benzinga
EXCLUSIVE: ETFs Vs. Mutual Funds — Why Main Management's Darol Ryan Expects Further Conversions In 2024
February 28, 2024
Tickers
ARKK
BUYW
INTL
NEWS
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Benzinga
Equities
SMH
From
Benzinga
Nasdaq, S&P 500 Set for Mixed Open After Nvidia Euphoria: Analyst Picks Major Market Catalyst This Year If There Are No Rate Cuts
February 23, 2024
Tickers
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BLMN
CVNA
LYV
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WBD
Economics
MELI
From
Benzinga
10+ Stocks, ETFs To Ride On Nvidia's Record-Breaking Success
February 22, 2024
Tickers
AI
AMD
AMZN
ARM
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META
Tech
SMH
From
Benzinga
INTC Stock’s Bleak Outlook: Short-Term Pains and Long-Term Doubt
February 20, 2024
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AAPL
AMD
INTC
MBLY
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Market News
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From
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Nvidia ETF Proxy Has AI Inroads
February 16, 2024
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SMH
beyond basic beta channel
tactical allocation channel
From
ETF Trends
Exit Now! 3 AI Stocks to Sell in February 2024
February 12, 2024
Tickers
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INTC
NVDA
SMCI
Tags
SMH
NASDAQ:ARM,NASDAQ:INTC,NASDAQ:SMCI,NASDAQ:NVDA,NASDAQ:SMH
ARM
From
InvestorPlace
Wall Street Extends Record Highs Ahead Of Key Inflation Report, Bitcoin Hits $50,000, NVIDIA Surpasses Amazon: What's Driving Markets Monday?
February 12, 2024
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BITCOMP
CDNS
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February 09, 2024
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SMH
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Stocks Fall As Traders Dial Back Rate Cut Bets; Dollar, Treasury Yields Rise: What's Driving Markets Monday?
February 05, 2024
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Reiteration
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US Stocks Rise At Week's Start, Tesla Rebounds, SoFi, Lucid Shine: What's Driving Markets Monday?
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Biden Reportedly Plans Billion-dollar Chip Initiative Ahead Of Elections: Eyes On Intel, Taiwan Semiconductor And More
January 27, 2024
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MU
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Stocks Ease Despite Benign Inflation Data, Bitcoin Stages Comeback: What's Driving Markets Friday?
January 26, 2024
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AMD
AVGO
AXP
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TXN
TMUS
From
Benzinga
The 3 VanEck ETFs Investors Are Buying in 2024
January 26, 2024
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ANGL
MOAT
SMH
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VanEck
SMH
MOAT
From
ETF Trends
Surprising Bargains Available in This Semiconductor ETF
January 26, 2024
Tickers
SMH
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beyond basic beta channel
SMH
VanEck
From
ETF Trends
With All Eyes on Nvidia and Artificial Intelligence (AI), This ETF Can Help You Turn $300 Per Month Into $259,000 Without Lifting a Finger
January 26, 2024
Tickers
AI
NVDA
SMH
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SMH
NVDA
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Motley Fool
S&P 500 Eyes Sixth Green Session, Tesla Tumbles, Oil At 2-Month High: What's Driving Markets Thursday?
January 25, 2024
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ALK
AMP
CMCSA
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midday update
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Stock Market Extends Record Highs, S&P 500 Hits 4,900 On Tech Rally, Microsoft's $3 Trillion Mark: What's Driving Markets Wednesday?
January 24, 2024
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AAPL
ABT
AI
AMP
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NFLX
Broad U/S/ Equity ETFs
XLP
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Benzinga
Citigroup, Costco, NXP Semiconductors And More: CNBC's 'Final Trades'
January 23, 2024
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C
COST
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Halftime Report Final Trades
NXPI
From
Benzinga
Semiconductor Stocks, ETFs Can Find 2024 Catalysts
January 23, 2024
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SMH
Tags
beyond basic beta channel
SMH
VanEck
From
ETF Trends
S&P 500, Nasdaq Jointly Hit New All-Time Highs As AI-Driven Stocks Defy Gravity: What's Driving Markets Friday?
January 19, 2024
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ALLY
AVGO
CELH
DIA
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XLU
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ALLY
From
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