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Revenue Bonds
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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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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Revenue Municipal Bonds
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NHA/PHA Bonds
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Analyzing GO Bonds
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Liquidity
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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
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Total Asset Fund (TAF)
TAF sm Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Bargains Abound Among Chip Stocks
March 01, 2023
Tickers
SMH
Tags
tactical allocation channel
beyond basic beta channel
SMH
From
ETF Trends
Semiconductor ETF Comparison: SOXX vs. SMH-Which is the Best ETF to Buy?
February 13, 2023
Tickers
ACLS
INDI
SITM
SMH
Tags
SOXX
INDI
Market News
From
Motley Fool
Chevron, Carlyle Group, Qualcomm And This Semiconductor ETF On CNBC's 'Final Trades'
January 27, 2023
Tickers
CG
CVX
QCOM
SMH
Tags
News
Anastasia Amoroso
Top Stories
From
Benzinga
2 Tech ETFs to Help You Capture the Sector's Rebound
January 16, 2023
Tickers
AAPL
AMZN
ASML
GOOG
Tags
Recent Press Releases
META
QQQ
From
Motley Fool
Options Trader Betting On Further Downside For Micron Stock Heading Into 2023
December 21, 2022
Tickers
MU
SMH
Tags
MU
Markets
Options Action
From
Benzinga
The 7 Best ETFs to Buy to Cover 2023’s Biggest Investing Opportunities
December 20, 2022
Tickers
BIB
BUG
DRIV
GMET
Tags
GMET
Market News
BUG
From
InvestorPlace
3 Semiconductor Stocks to Buy for the Holiday Tech Rush
November 30, 2022
Tickers
AMD
BRK-B
MU
ON
Tags
Stocks to Buy
NASDAQ:SMH,NASDAQ:AMD,NASDAQ:ON,NYSE:BRK/B,NASDAQ:MU,NYSE:TSM,NASDAQ:SOXX
TSM
From
InvestorPlace
The 10 Most Shorted ETFs: Which Sectors Saw Short Interest Increase?
November 22, 2022
Tickers
AGG
DIA
EEM
EFA
Tags
EWY
Emerging Market ETFs
S&P 500
From
Benzinga
Why These 3 Semiconductor ETFs Could Beat The Market
November 21, 2022
Tickers
SMH
SOXQ
SOXX
Tags
Recent Press Releases
SOXQ
Market News
From
Motley Fool
What Is Going on With Nvidia (NVDA) Stock Today?
November 17, 2022
Tickers
NVDA
QCOM
SMH
Tags
Today's Market
SMH
NVDA
From
InvestorPlace
Micron (MU) Stock Falls After Issuing Grim Warning for Industry
November 16, 2022
Tickers
AMD
INTC
MU
NVDA
Tags
INTC
NASDAQ:MU,NASDAQ:AMD,NASDAQ:INTC,NASDAQ:SMH,NASDAQ:STX,NASDAQ:WDC,NASDAQ:NVDA
Market News
From
InvestorPlace
Nvidia Stock Could Be Swept Away On Q3 Earnings As Technical Storm Casts Shadow On Semiconductor Names
November 15, 2022
Tickers
NVDA
SMH
Tags
Sarat Sethi
NVDA
Market News
From
Benzinga
Semiconductor Stocks Lag On Export Uncertainty As Investors Await China's Response
October 21, 2022
Tickers
AMD
SMH
SWKS
TECH
Tags
Tech
SMH
Brad Lin
From
Benzinga
Former Bridgewater Exec seeks ‘wisdom of the crowd’ in the hedge fund community with new ETF
October 13, 2022
Tickers
DBMF
FTXG
IVOL
KWEB
Tags
DBMF
SMH
KWEB
From
MarketWatch
Semiconductor Stocks, ETFs Could Be Worthy of Attention
October 12, 2022
Tickers
SMH
Tags
VanEck
SMH
beyond basic beta channel
From
ETF Trends
What New China Semiconductor Restrictions Mean For US Investors
October 10, 2022
Tickers
AAPL
FXI
INTC
LRCX
Tags
AAPL
Analyst Ratings
Government
From
Benzinga
4 Stocks to Watch During This Downtrend
October 10, 2022
Tickers
AMD
GOOG
GOOGL
MSFT
Tags
AMD
Recent Press Releases
GOOGL
From
Motley Fool
GXO Logistics, Gold And This Semiconductor Play Feature On CNBC's Final Trade
October 05, 2022
Tickers
GXO
SMH
Tags
Market News
Long Ideas
Media
From
Benzinga
Mitch McConnell praises Kyrsten Sinema as ‘the most effective first-term senator’ he’s seen in his career
September 26, 2022
Tickers
ITA
PAVE
SMH
Tags
ITA
PAVE
SMH
From
MarketWatch
Sizing Up Semiconductors Stocks, ETFs for Long-Term Opportunities
September 20, 2022
Tickers
SMH
Tags
VanEck
tactical allocation channel
beyond basic beta channel
From
ETF Trends
Why Advanced Micro Devices, Applied Materials, and Micron Technology Fell Today
September 13, 2022
Tickers
AMAT
AMD
MU
SMH
Tags
Market News
AMAT
SMH
From
Motley Fool
4 Stocks on My Radar This Week
September 07, 2022
Tickers
CRWD
METV
SMH
SPY
Tags
Recent Press Releases
Market News
SMH
From
Motley Fool
New U.S. Restrictions Deal a Blow to Semiconductor ETFs
September 01, 2022
Tickers
SMH
SOXQ
SOXX
Tags
Semiconductors
Current Affairs
SMH
From
ETF Trends
Don’t forget that the big money in stocks is usually made during down markets
August 31, 2022
Tickers
AAPL
ARKK
COMP
DJIA
Tags
DJIA
SMH
RUT
From
MarketWatch
Semiconductor Stocks Are Down Big. This Is Why I'm Still Bullish
August 23, 2022
Tickers
ADI
AMAT
AMD
ASML
Tags
LRCX
Recent Press Releases
SMH
From
Motley Fool
2 Stocks and 2 ETFs I Have My Eyes on This Week
August 23, 2022
Tickers
METV
PYPL
SMH
TWLO
Tags
Market News
Recent Press Releases
SMH
From
Motley Fool
This Under-the-Radar Tech Stock Is Up 50% in 2022, And It May Just Be Getting Started
August 15, 2022
Tickers
SMCI
SMH
Tags
SMH
Market News
Recent Press Releases
From
Motley Fool
This dividend-paying ETF is beating the stock market this year — and its manager expects the ‘euphoria’ recently seen in stocks won’t last
August 11, 2022
Tickers
AEP
COMP
CTRA
DIVZ
Tags
XOM
DIVZ
UNH
From
MarketWatch
Target, Lowe's Get CNBC Fast Money Mentions; Here Are The Stocks Steve Weiss Is Buying
August 11, 2022
Tickers
ADBE
ITA
LMT
LOW
Tags
Trading Ideas
UMC
ADBE
From
Benzinga
Semiconductor ETFs Retreat After Nvidia Warns of Weak Gaming Sales
August 08, 2022
Tickers
SMH
SOXQ
SOXX
Tags
SOXQ
featured
SOXX
From
ETF Trends
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