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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
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Why Wells Fargo sees potentially ‘good entry points’ in long-term bonds after yield surge
October 10, 2023
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October 10, 2023
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October 09, 2023
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U.S. Treasuries have likely reached a bottom. But stocks have not, technical analyst says.
October 09, 2023
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Treasury-market selloff has become the worst bond bear market of all time, according to BofA
October 09, 2023
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October 09, 2023
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October 09, 2023
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Gold, U.S. dollar rally as investors flock to havens as Israel-Hamas war escalates
October 09, 2023
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What Israel's War With Hamas Means For Gold And Other Safe Haven Assets
October 08, 2023
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‘It’s been a bloodbath’: Long-term bond ETFs deepen losses after hotter-than-expected jobs report
October 06, 2023
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Shutdown Averted, Treasury Yields Flirt With 5%, Strong Payrolls Add to Fed Tightening Risk: The Week In The Markets
October 06, 2023
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Economists Reassess Fed's Next Moves After September's Stunning Job Numbers
October 06, 2023
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October 05, 2023
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October 05, 2023
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October 05, 2023
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US Economy At Crossroads: Mohamed El-Erian Flags Stagflation Risk, Cautions On Recession Threat For 2024
October 05, 2023
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Chart of Week: Advisors Prefer Short-Term High-Quality Bonds
October 05, 2023
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It’s time for you to take a deep breath and buy stocks
October 05, 2023
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US Credit Rating Would Hold Firm Even With Government Shutdown: Fitch
October 04, 2023
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October 04, 2023
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Fake News Alert: Treasuries Aren’t Dead. Here’s How You Can Save Them.
October 04, 2023
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Major Buying Opportunity In The Stock Market Ahead Only If This Market Mechanic Kicks To The Upside
October 04, 2023
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S&P 500, Nasdaq Face Uphill Battle As Bond Yields Rise; Analyst Pins Hope On Key Jobs Data This Week
October 04, 2023
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Here is the area bond-ETF investors favored in September as yields jumped
October 03, 2023
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BIL
SHY
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10-Year Treasury Yields At 16-Year Highs Shake Markets: How Far Can They Climb?
October 03, 2023
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How Treasury market upheaval is rippling through global markets in 4 charts
October 03, 2023
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The 10 Top Stocks to Watch in Q4 2023
October 03, 2023
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GM
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Bond Carnage: Long-Term Treasury ETF Tumbles To Lowest Point In 16 Years
October 02, 2023
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FOMC
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From
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Treasury Yields: A Long-Term Perspective
October 02, 2023
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IEF
SHY
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us treasuries & tips fixed income channel
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Commercial real-estate values slide 11%. Surge in 10-year Treasury yields won’t help, Barclays says.
October 02, 2023
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AGG
DJIA
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From
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