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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
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Yield Difference
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Liquidity
Interest Rate Risk
Credit Risk
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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
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Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
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EVENTS
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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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‘We need to get it right,’ Yellen says of U.S.-China ties as Biden prepares to meet Xi
November 02, 2023
Tickers
SMH
Tags
SMH
From
MarketWatch
3 ETFs Setting the Gold Standard for Investor Returns
October 30, 2023
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AAPL
AMZN
AVGO
MSFT
Tags
VUG
AMZN
SMH
From
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Your Guide to High-Yielding ETFs: Top 3 Picks in the 51-74% Range
October 30, 2023
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AAPL
ARKW
ASML
AVGO
Tags
TSLA
GOOGL
TSM
From
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Intel's Q3 Report Looms As Microchip Industry Surges Ahead: Can It Catch Up?
October 25, 2023
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NVDA
SMH
TECH
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From
Benzinga
3 ETFs That Are Setting Investors Up for Success
October 22, 2023
Tickers
GOOG
GOOGL
QQQ
SMH
Tags
NASDAQ:SMH, NYSEARCA:VUG, NASDAQ:QQQ
Market News
QQQ
From
InvestorPlace
Tesla Hurt By Interest Rates, Buying Opportunity In Semiconductors, Important Powell Speech Ahead
October 19, 2023
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AAPL
AIQ
AMZN
GLD
Tags
SPY
AAPL
Market News
From
Benzinga
Why CrowdStrike, Unity, and 2 Other Stocks Are on My List This Week
October 17, 2023
Tickers
CRWD
QCOM
SMH
U
Tags
QCOM
Recent Press Releases
U
From
Motley Fool
Wall Street's Callous Calculation Based On Back Channels Bringing In Stock Market Buyers, Bitcoin Boost
October 16, 2023
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AMAT
AMZN
ASML
Tags
ASML
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From
Benzinga
3 Semiconductor Stocks to Sell While You Still Can
October 04, 2023
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INDI
MXL
PI
SIMO
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PI
MXL
From
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Kevin McCarthy’s ouster means chance of government shutdown next month ‘just went up to 80%,’ analyst says
October 04, 2023
Tickers
ITA
MSOS
SMH
SOXX
Tags
MSOS
SOXX
SMH
From
MarketWatch
Q4 Stock Predictions: 3 Tech Funds Ready to Roar Into 2024
October 02, 2023
Tickers
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SMH
XLK
Tags
SMH
Mutual Funds & ETFs
IHAK
From
InvestorPlace
Three ETFs Suggest Further Downside As Conditions Worsen For Growth Stocks - A Technical Review Of SMH, ITB, And AGG
September 20, 2023
Tickers
ITB
SMH
Tags
contributors
semiconductors
homebuilders
From
Benzinga
Excitement Over ARM IPO And AI But Slew Of Economic Data Shows Hotter Economy
September 14, 2023
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ADBE
AMZN
ARM
Tags
GOOG
ARM
NVDA
From
Benzinga
3 Semiconductor Stocks to Invest In for Big-Time, Long-Term Gains
September 13, 2023
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AMKR
INTC
KLAC
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CPI Report Sends Ripples Through 5 Key ETFs: Banks Stumble, Bonds Waver, Tech Resilient
September 13, 2023
Tickers
ADBE
AMD
AMZN
INTC
Tags
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SMH
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From
Benzinga
Clarity Arrives for Pair of Big-Name Chip Stocks
September 12, 2023
Tickers
SMH
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beyond basic beta channel
SMH
tactical allocation channel
From
ETF Trends
Washington Set To Launch Probe Into Huawei's Recent Cutting-Edge Mobile Phone Technology
September 07, 2023
Tickers
QCOM
SMH
TECH
Tags
Benzinga
tech war
Huawei
From
Benzinga
The 3 Best ETFs to Buy Now: September 2023
September 07, 2023
Tickers
QQQ
SMH
SPY
Tags
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Market News
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From
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As Concerns About The Stock Market In September Mount, Prudent Investors Watching Semiconductors
September 06, 2023
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AMD
AMZN
ASIA
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From
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3 Sorry Semiconductor Stocks to Sell in August Before It’s Too Late
August 25, 2023
Tickers
AMD
ENPH
MRVL
NVDA
Tags
ENPH
NASDAQ:AMD,NASDAQ:MRVL,NASDAQ:ENPH,NYSEARCA:SMH,NASDAQ:NVDA
SMH
From
InvestorPlace
Tightening Financial Conditions
August 24, 2023
Tickers
ASIA
SMH
TLT
Tags
retail
e/commerce
NY Federal Reserve
From
Benzinga
China's Stealth Revival Of 'Thousand Talents Plan' Signals Semiconductor Ambitions Despite US Restrictions
August 24, 2023
Tickers
MU
NVDA
SMH
SOXQ
Tags
Qiming
Benzinga
SMH
From
Benzinga
These Are the ONLY 3 Semiconductor Stocks to Consider in August 2023
August 23, 2023
Tickers
ADI
INTC
SMH
TSM
Tags
NASDAQ:TXN,NASDAQ:INTC,NYSE:TSM,NASDAQ:SMH,NASDAQ:ADI
SMH
INTC
From
InvestorPlace
Nvidia – King Of AI Becomes King Of Stock Market
August 23, 2023
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AAPL
AMD
AMZN
ANF
Tags
Small Cap
Cryptocurrency
Magnificent Seven
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Benzinga
Is Artificial Intelligence Just Hype or More Than a Fad?
August 22, 2023
Tickers
AI
ARKQ
IRBO
PSI
Tags
Semiconductors
VGT
technology stocks
From
ETF Trends
SBA Pours Billions Into Venture Capital, US Startups To Change The Business Landscape
August 17, 2023
Tickers
ROBO
SMH
Tags
SMH
SBIC
Small Business
From
Benzinga
Fed Minutes Ahead, China Tells Funds To Not Sell Stocks, Intel Deal Scrapped Because Of China
August 16, 2023
Tickers
AAPL
AMZN
ASIA
GLD
Tags
Benzinga
INTC
SMH
From
Benzinga
Bull vs. Bear: Can Semiconductor ETFs Maintain Their Return Trajectory?
August 16, 2023
Tickers
PSI
QQQ
RSPT
SMH
Tags
Innovative ETFs channel
QQQ
SPY
From
ETF Trends
Expect 'Limited Reaction From China' To Biden's Quantum, Semiconductor Investment Order, Analyst Says
August 10, 2023
Tickers
ARKQ
BOTZ
FXI
KWEB
Tags
Benzinga
SMH
Sector ETFs
From
Benzinga
NVIDIA Launches GH200 Grace Hopper Superchip: A Game Changer In Generative AI Race
August 08, 2023
Tickers
AAPL
AI
AMZN
GOOG
Tags
MCO
AAPL
Jensen Huang
From
Benzinga
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