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home
about us
Investment Approach
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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
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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
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Biden’s upcoming limits on U.S. investments in China expected to target VCs and private equity, not typical portfolios
April 21, 2023
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AAPL
BOTZ
FXI
GOOG
Tags
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April 20, 2023
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AMD
AVGO
INTC
Tags
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MU
SMH
From
Benzinga
7 Undervalued Semiconductor Stocks to Buy in April 2023
April 07, 2023
Tickers
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INTC
MRVL
MU
Tags
SOXX
NVDA
Market News
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ETF investors showed ‘a lot of restraint’ in the first quarter. Here’s why bonds won them over.
April 06, 2023
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CXSE
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From
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Why Intel Outperformed the Semiconductor Sector Today
April 03, 2023
Tickers
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SOXX
Tags
INTC
Recent Press Releases
SOXX
From
Motley Fool
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March 30, 2023
Tickers
AMD
INTC
MU
NVDA
Tags
MU
AMD
Recent Press Releases
From
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Are US Sanctions On China Working? China Tech ETFs Paint A Picture
March 28, 2023
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AMD
ASML
BABA
Tags
FXI
TSM
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From
Benzinga
1 Stock Absolutely Crushing the Nasdaq in 2023, and 1 That's Underperforming
March 26, 2023
Tickers
ACLS
AMD
GPRO
NVDA
Tags
SOXX
Market News
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VettaFi Voices On: Where the Fed Goes Next on Rate Hikes
March 24, 2023
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GLDM
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IAU
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From
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Semiconductor ETFs and the Tale of 2 Tech Stories
March 23, 2023
Tickers
SMH
SOXX
XLK
Tags
Semiconductors
SOXX
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From
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Why Nvidia Stock Is Shooting Up Premarket
March 23, 2023
Tickers
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QQQ
SOXX
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Tags
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Long Ideas
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It's A Day Trader's Market: Christian Fromhertz Talks Volatility On 'PreMarket Prep'
March 16, 2023
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IWF
SOXX
Tags
Benzinga
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As ChatGPT Frenzy Grows, Here's How Much $1000 Invested In Nvidia During October Lows Would Be Worth Now
March 16, 2023
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NVDA
SOXX
TECH
Tags
China
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NASDAQ Composite
From
Benzinga
Apple, Amazon, AMD And 10 More Tech Stocks Morgan Stanley Recommends Through Market Trough, Into Next Bull Run
March 07, 2023
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ACN
AMD
AMZN
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Intel’s dividend cut shows the need for quality. Here are 20 dividend stocks screened by UBS.
February 22, 2023
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Why one strategist sees a real risk of World War 3.1, whose battleground will be microchips
February 21, 2023
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AMZN
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HSBC
MULN
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From
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Semiconductor ETF Comparison: SOXX vs. SMH-Which is the Best ETF to Buy?
February 13, 2023
Tickers
ACLS
INDI
SITM
SMH
Tags
SMH
Recent Press Releases
ACLS
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The hunt for stocks with rising dividends: These fund managers have a strategy to keep your payouts growing
February 13, 2023
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ADI
APD
AZN
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LOW
SPY
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The 3 Most Undervalued Semiconductor Stocks to Buy in February 2023
February 05, 2023
Tickers
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NVDA
QCOM
SOXX
Tags
TSM
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These five-star stock funds can help you play the semiconductor rebound, as well as AI and 5G build-outs
February 02, 2023
Tickers
ADI
AMD
AMT
CRUS
Tags
INTC
QTUM
SPX
From
MarketWatch
Intel stock’s dividend sticks out among chip makers. But a cut may be coming.
January 25, 2023
Tickers
ADI
AMAT
ASML
ASX
Tags
TER
STM
SWKS
From
MarketWatch
Tale Of 2 Chip Stocks: Ahead Of Intel, Texas Instruments Earnings, Analysts Weigh In On Results, Q1 Outlook
January 23, 2023
Tickers
AMZN
GOOG
GOOGL
INTC
Tags
SOXX
Benzinga
JPMorgan
From
Benzinga
Analyst Trims Price Targets For AMD, Nvidia Ahead Of Q4 Results: 'Correction In Asia Is Worsening'
January 11, 2023
Tickers
AMD
NVDA
SOXX
TECH
Tags
Top Stories
Market News
NVDA
From
Benzinga
This Hot Growth Stock Is Still a Buy After Enormous Gains
December 07, 2022
Tickers
AMD
INTC
NVDA
SMCI
Tags
AMD
Recent Press Releases
SOXX
From
Motley Fool
Taiwan Semiconductor Projects $10B In Revenue From Arizona Plant
December 07, 2022
Tickers
AAPL
AMD
NVDA
SOXX
Tags
News
SOXX
NVDA
From
Benzinga
Analyst: China Could Drive Recovery For Semiconductor Stocks In 2023
December 05, 2022
Tickers
AMD
ASIA
AVGO
FXI
Tags
Analyst Ratings
SOXX
Benzinga
From
Benzinga
3 Semiconductor Stocks to Buy for the Holiday Tech Rush
November 30, 2022
Tickers
AMD
BRK-B
MU
ON
Tags
Stocks to Buy
TSM
NASDAQ:SMH,NASDAQ:AMD,NASDAQ:ON,NYSE:BRK/B,NASDAQ:MU,NYSE:TSM,NASDAQ:SOXX
From
InvestorPlace
Why These 3 Semiconductor ETFs Could Beat The Market
November 21, 2022
Tickers
SMH
SOXQ
SOXX
Tags
SOXX
Market News
SMH
From
Motley Fool
How the crypto world keeps melting down as the FTX scandal unfolds
November 18, 2022
Tickers
NVDA
SOXX
TGT
TSLA
Tags
TWST
TGT
TSLA
From
MarketWatch
Why BlackRock sees these thematic ETFs potentially outperforming in 2023
November 17, 2022
Tickers
BITO
BMED
EIDO
EMQQ
Tags
IRBO
ICLN
BMED
From
MarketWatch
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