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What We Buy Currently
What We Normally Don’t Buy
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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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EVENTS
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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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Biden to talk up domestic manufacturing’s role in fighting inflation, but some economists aren’t buying it
April 14, 2022
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SMH
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SMH
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April 12, 2022
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April 11, 2022
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April 11, 2022
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March 29, 2022
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Diamond hands and Corporate America to drive $900 billion of stock purchases, say Goldman’s strategists
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Nvidia Helps Lift Semiconductor ETFs
March 18, 2022
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Semiconductor Industry’s Russia Risk Limited for Now
March 15, 2022
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Biden to meet with CEOs of Micron, HP, Medtronic in push for spending on chip manufacturing
March 09, 2022
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From
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6 Semiconductor Stocks Worth Holding Long-Term
March 08, 2022
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LRCX
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Tech Slump Brings Some Bargains to Semiconductor Space
February 25, 2022
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This Small-Cap Stock Is Growing Revenues 43% Year-Over-Year. But Will Future Returns Measure Up?
February 16, 2022
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Semiconductor ETFs Strengthen Ahead of an Optimistic Nvidia Earnings Report
February 15, 2022
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Micron Stood Out as Semiconductor ETFs Retreated
February 10, 2022
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Chip Supply Shortage Could Soon Ease, but Recovery Won’t Be Uniform
February 08, 2022
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January 31, 2022
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Traders Are Betting on a Quick Turnaround in Tech ETFs
January 26, 2022
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Is It A Good Time To Buy Semiconductor Stocks? This Expert Says It's 'Getting Pretty Dicey'
January 24, 2022
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Why Nvidia Stock Could Be One of 2022’s Best Bets
January 24, 2022
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January 21, 2022
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KLAC
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As stock-market turbulence revs up, this ETF theme has drawn 32% of flows in 2022 so far: ‘This isn’t a flash in the pan’
January 20, 2022
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ARKG
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My 3 Favorite Semiconductor ETFs to Buy in 2022
January 19, 2022
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These 3 ETFs let you play the hot semiconductor sector, where Nvidia, Micron, AMD and others are growing sales rapidly
January 14, 2022
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AMD
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It Might Not Be a 2021 Sequel, but Chip ETFs Can Deliver in 2022
January 05, 2022
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SMH
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From
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My 3 Favorite ETFs to Own in 2022
January 03, 2022
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ADSK
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CNBC's Final Trades: Adobe, Qualcomm, Amazon And This Way To Play Semiconductors
January 03, 2022
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ADBE
AMZN
QCOM
SMH
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Stephen Weiss
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Boston Private
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Advanced Micro Devices Stock Is Giving You Another Bite at the Apple
December 31, 2021
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AMD
SMH
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SMH
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From
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Semis Could Keep Soaring in 2022
December 29, 2021
Tickers
SMH
Tags
tactical allocation channel
VanEck
SMH
From
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