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home
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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
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Qualcomm forecast falls short on weakening handset sales
July 27, 2022
Tickers
COMP
QCOM
SOX
SPX
Tags
QCOM
SOX
COMP
From
MarketWatch
Chip makers’ stocks rally as Senate votes to advance U.S. chip infrastructure bill
July 27, 2022
Tickers
AAPL
AMD
COMP
GFS
Tags
QCOM
TSM
NVDA
From
MarketWatch
Semiconductor stocks have been hit hard, but many are poised for rapid growth. Here are 15 expected to shine through 2024
July 27, 2022
Tickers
AMD
ASML
ENPH
FSLR
Tags
SLAB
XX:SP1500
MPWR
From
MarketWatch
Texas Instruments stock rises on earnings beat, outlook
July 26, 2022
Tickers
ADI
COMP
NXPI
ON
Tags
SPX
SOX
TXN
From
MarketWatch
Intel needs a big second half to hit forecast, but end of PC boom makes success appear unlikely
July 25, 2022
Tickers
AMD
COMP
CRSR
DJIA
Tags
CRSR
MU
INTC
From
MarketWatch
Chip stocks rally despite an ominous forecast, as U.S. semiconductor funding bill advances in Senate
July 20, 2022
Tickers
AMAT
AMD
ASML
INTC
Tags
ASML
SPX
SOX
From
MarketWatch
Are chip stocks set up for a short squeeze, or just more declines? Wall Street doesn’t seem sure
July 13, 2022
Tickers
AAPL
ADI
AMAT
AMD
Tags
GFS
SOX
LRCX
From
MarketWatch
Broadcom loses top software exec in the middle of VMware deal
July 11, 2022
Tickers
AVGO
SOX
VMW
Tags
SOX
AVGO
VMW
From
MarketWatch
Chip sales stay hot, but analysts warn of impending freeze
July 06, 2022
Tickers
AMD
COMP
INTC
MU
Tags
COMP
MU
INTC
From
MarketWatch
Chip sector looks at 10% drop on week as signs point to declining demand
July 01, 2022
Tickers
AMAT
AMD
ASML
AVGO
Tags
SPX
AVGO
TXN
From
MarketWatch
There may be another shoe to drop after Micron’s big outlook miss
July 01, 2022
Tickers
AMAT
ASML
KLAC
LRCX
Tags
NL:ASML
AMAT
MU
From
MarketWatch
Micron’s weak forecast adds to Wall Street concerns that chip demand is drying up
June 30, 2022
Tickers
COMP
MU
SOX
SPX
Tags
COMP
SPX
SOX
From
MarketWatch
Micron earnings to provide more clues as to whether chip boom has passed
June 28, 2022
Tickers
COMP
MU
NVDA
SOX
Tags
NVDA
MU
COMP
From
MarketWatch
SOX semiconductor index could double over the next couple of years, analyst says
June 28, 2022
Tickers
AVGO
MRVL
NVDA
ON
Tags
SOX
SPX
AVGO
From
MarketWatch
Pessimism on chip stocks is hitting a new high, and the money seems to be flowing toward software
June 24, 2022
Tickers
AMAT
AMD
ASML
IGV
Tags
XLB
AMD
INTC
From
MarketWatch
AMD stock now at a ‘reasonable valuation’ after near-50% pullback, Morgan Stanley says
June 22, 2022
Tickers
AMD
SOX
Tags
AMD
SOX
From
MarketWatch
The continuing boom in chip sales isn’t washing away Wall Street’s worries, but AMD could help
June 09, 2022
Tickers
AMAT
AMD
ASML
AVGO
Tags
AMD
TXN
CSCO
From
MarketWatch
Is Nvidia’s gaming forecast the ‘cut’ that Wall Street has been looking for?
May 26, 2022
Tickers
COMP
CSCO
NVDA
SOX
Tags
CSCO
SOX
COMP
From
MarketWatch
Nvidia stock drops as China COVID shutdowns weaken outlook
May 25, 2022
Tickers
AMD
AVGO
COMP
CSCO
Tags
INTC
COMP
QCOM
From
MarketWatch
Nvidia’s data-center sales likely to eclipse gaming — that might not be a good thing
May 21, 2022
Tickers
AMD
COMP
CSCO
INTC
Tags
SPX
CSCO
SOX
From
MarketWatch
AMD stock shoots higher after upgrade: ‘Buy good companies when they are down’
May 17, 2022
Tickers
AMD
SOX
SPX
Tags
AMD
SOX
SPX
From
MarketWatch
AMD ‘is just a different company now,’ and Wall Street is cheering
May 04, 2022
Tickers
AMD
ASML
COMP
INTC
Tags
INTC
KLAC
COMP
From
MarketWatch
AMD tops $5 billion in revenue for first time, stock pops as annual forecast increased
May 03, 2022
Tickers
AMD
ASML
COMP
INTC
Tags
LRCX
SOX
ASML
From
MarketWatch
NXP Semi expects a seventh straight quarter of record sales amid chip crunch
May 02, 2022
Tickers
AMD
INTC
NXPI
QCOM
Tags
SOX
TXN
AMD
From
MarketWatch
AMD’s earnings outlook expected to give a clearer picture of where the chip sector is headed
April 29, 2022
Tickers
AMD
ASML
COMP
INTC
Tags
QCOM
ASML
SOX
From
MarketWatch
Intel is optimistic about its second-half prospects, but Wall Street isn’t
April 29, 2022
Tickers
AMD
DJIA
INTC
NVDA
Tags
INTC
NVDA
DJIA
From
MarketWatch
KLA Corp. stock ticks higher after earnings beat, supply-constrained outlook
April 28, 2022
Tickers
ASML
KLAC
LRCX
SOX
Tags
KLAC
SOX
LRCX
From
MarketWatch
Intel stock falls 5% following data-center miss, light outlook
April 28, 2022
Tickers
COMP
DJIA
INTC
SOX
Tags
SOX
SPX
COMP
From
MarketWatch
Qualcomm stock rises as record results, outlook blow past Street estimates
April 27, 2022
Tickers
COMP
QCOM
SOX
SPX
Tags
SOX
QCOM
COMP
From
MarketWatch
Texas Instruments stock drops more than 5% as China COVID restrictions blamed for light outlook
April 26, 2022
Tickers
COMP
INTC
KLAC
QCOM
Tags
QCOM
COMP
INTC
From
MarketWatch
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