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about us
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Firm ADV PDFs
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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
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contact us
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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Additional Information
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Why this month echoes December 2018 when stocks plummeted, according to top strategist
December 08, 2021
Tags
Investing
Market Outlook
Investment strategy
From
CNBC.com News
Starbucks paces for worst year since 2017. Here's the level it needs to break to avoid more pain
December 08, 2021
Tickers
COFFEE
Tags
Food Retail
U/S/ Markets
Investing
From
CNBC.com News
A chipmaker stock and two ETFs look like under-the-radar buys heading into 2022, traders say
December 07, 2021
Tags
Investing
Micron Technology Inc
Stock Picks
From
CNBC.com News
Under-the-surface market checks suggest sell-off worse than it appears. Why that's a good thing
December 07, 2021
Tags
Microsoft Corp
Gap Inc
Investment strategy
From
CNBC.com News
'The chart says it all': Piper Sandler warns investors against Chinese stocks
December 06, 2021
Tags
Investing
Stock markets
China Markets
From
CNBC.com News
This 'hidden gem' and three other stocks look like buy-the-dip names after a volatile week on Wall Street, traders say
December 06, 2021
Tags
Datadog Inc
Stock markets
Microchip Technology Inc
From
CNBC.com News
Bull market has legs into year-end and beyond, strategist says. Her top picks for 2022
December 05, 2021
Tags
Stock Picks
Investing
Markets
From
CNBC.com News
Stock sell-off continues after lower-than-expected November job growth—Five experts on the drop
December 04, 2021
Tickers
JOBS
Tags
Jobs
Trading Nation
Economic events
From
CNBC.com News
Don't buy Uber just yet, traders say after UBS names it top pick in ride-hailing
December 03, 2021
Tags
U/S/ Markets
Investing
Markets
From
CNBC.com News
Buy these defensive plays for a potentially difficult December in the market, traders say
December 03, 2021
Tags
Energy
Markets
Nasdaq
From
CNBC.com News
There's no reason why Ford shouldn't break above $20, trader says
December 03, 2021
Tags
Markets
Investing
Tesla Inc
From
CNBC.com News
Twitter's stock is nearing a bottom, trader says after Ark Invest buy-in
December 02, 2021
Tags
Investing
Twitter Inc
Social Media
From
CNBC.com News
Investors could get 'a gift' if this S&P stock continues its pullback, trader says
December 01, 2021
Tags
Trading Nation
Aircraft manufacturing
Investment strategy
From
CNBC.com News
Emerging markets spell opportunity so long as the U.S. dollar stays under this key level, trader says
December 01, 2021
Tags
Trading Nation
Stock markets
Investment strategy
From
CNBC.com News
'Way overdue for a correction': Long-time bull Jim Paulsen delivers a 10% to 15% pullback forecast
November 30, 2021
Tags
Investment strategy
Trading Nation
Vaccinations
From
CNBC.com News
Stocks tumble after Fed's Powell testifies amid Covid variant fears — Four market experts weigh in
November 30, 2021
Tags
Investing
COVID/19
Stock markets
From
CNBC.com News
It's premature to turn bearish based on Covid omicron variant fears, Stifel's chief economist suggests
November 30, 2021
Tags
Investment strategy
Trading Nation
Consumer prices
From
CNBC.com News
Three ways to play consumer spending in the face of the omicron variant, according to top strategist
November 29, 2021
Tags
Retail
Investing
Retail industry
From
CNBC.com News
Zoom vs. Microsoft: 'I don't see why you would choose Zoom' at these levels, trader says
November 29, 2021
Tags
Microsoft Corp
U/S/ Markets
Investing
From
CNBC.com News
Massive inflation will likely push Fed to hike rates six times before 2024, Federated's Phil Orlando predicts
November 28, 2021
Tags
Trading Nation
Investment strategy
Holiday spending
From
CNBC.com News
November's best-performing S&P 500 stock still has room to run, trader says
November 26, 2021
Tags
Dollar Tree Inc
U/S/ Markets
Markets
From
CNBC.com News
U.S. dollar hits highest level since July 2020 — Oppenheimer on which stocks to watch
November 26, 2021
Tags
Apple Inc
U/S/ Dollar
Market Outlook
From
CNBC.com News
Work-from-home stocks wane in November. One trader sees more pain ahead
November 24, 2021
Tags
Stock Picks
Technology
Zoom Video Communications Inc
From
CNBC.com News
Nasdaq 100 plummets after record rally. Two traders bet on more gains ahead
November 23, 2021
Tags
Advanced Micro Devices Inc
Netflix Inc
NVIDIA Corp
From
CNBC.com News
Supply chain, cybersecurity and e-commerce stocks should shine through 2022, top money manager predicts
November 22, 2021
Tickers
JOBS
Tags
Markets
Wall Street
U/S/ Economy
From
CNBC.com News
After Micron has best day in 18 months, two traders see a bigger breakout forming
November 22, 2021
Tags
Trading Nation
Investment strategy
Advanced Micro Devices Inc
From
CNBC.com News
Market is ‘one more bad inflation report’ away from a correction, Wharton’s Jeremy Siegel warns
November 21, 2021
Tags
Financials
Interest Rates
Finance
From
CNBC.com News
How Apple’s record rally paves the way for a year-end market surge, says a Miller Tabak chief market strategist
November 19, 2021
Tags
Investing
Technology
Stock Picks
From
CNBC.com News
These nonretail stocks are set for a Black Friday boost, trader says
November 18, 2021
Tags
U/S/ Markets
Lululemon Athletica Inc
Retail
From
CNBC.com News
Contrarian call suggests consumers are in trouble this holiday season
November 17, 2021
Tags
Trading Nation
Consumer prices
Autos
From
CNBC.com News
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