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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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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
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Climate change happening faster than globe can adapt, latest U.N. report warns
February 28, 2022
Tickers
ESGU
Tags
UK:BRN00
NG00
ESGU
From
MarketWatch
Oil prices surge on new Russia sanctions; Goldman eyes $115 price
February 28, 2022
Tickers
BP
EQNR
Tags
EQNR
BP
CL/1
From
MarketWatch
Ukraine invasion: Epic stock-market bounce shows investors care ‘not about war but sanctions’, analyst says
February 25, 2022
Tickers
COMP
DJIA
RSX
SPX
Tags
SPX
RSX
CL/1
From
MarketWatch
Putin’s war promises to crush the global economy with inflation and much slower growth
February 25, 2022
Tickers
DJIA
GDOW
SPX
Tags
CHFUSD
DJIA
GC00
From
MarketWatch
Oil edges lower as traders monitor Russia invasion of Ukraine
February 25, 2022
Tags
CLJ22
UK:BRN00
CL/1
From
MarketWatch
Why Russia’s invasion of Ukraine may lift oil prices to a 14-year high
February 24, 2022
Tickers
BP
Tags
CL/1
UK:SHEL
UK:BRN00
From
MarketWatch
Ukraine, climate change, and uncertainty in China —unrelated supply shocks hit all at once
February 24, 2022
Tickers
DJIA
Tags
WK22
UK:BRN00
DJIA
From
MarketWatch
How can investors navigate a perfect storm in the stock market with ETFs, as Putin launches Ukraine invasion, Fed battles inflation?
February 24, 2022
Tickers
AAAU
ARKF
ARKK
ARKW
Tags
IAUM
PPLT
GLDM
From
MarketWatch
To stop inflation, the Fed should go big, starting with a 100 basis-point hike in March
February 24, 2022
Tags
UK:BRN00
FF00
From
MarketWatch
Ukraine invasion sends wheat, corn and oil soaring because Russia is a ‘commodity superstore’
February 24, 2022
Tickers
DJIA
SPX
Tags
S00
WK22
UK:BRN00
From
MarketWatch
Swallow your fear and prepare for a ‘relief rally,’ says analyst, as Russia invasion in Ukraine sparks stock-market maelstrom
February 24, 2022
Tickers
AAPL
AMC
BABA
BYND
Tags
GME
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Treasury yields drop sharply as Russia mounts full-fledged attack on Ukraine
February 24, 2022
Tickers
DJIA
SPX
Tags
YM00
GC00
DJIA
From
MarketWatch
Oil surges over 8% tops $100 amid Russian airstrikes in Ukraine’s Kyiv
February 24, 2022
Tags
CL00
UK:BRNJ22
NG00
From
MarketWatch
‘Want to stop making Putin rich? Renewables’: Does the Russia-Ukraine crisis speed up or slow Europe’s green energy push?
February 23, 2022
Tickers
ICLN
SHEL
Tags
NG00
UK:BRN00
SHEL
From
MarketWatch
Oil edges lower as traders see little threat to supply from Russia sanctions
February 23, 2022
Tags
CL00
CL/1
NGH22
From
MarketWatch
Barclays finally may be outshining its rivals, and investors are scooping up the stock
February 23, 2022
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BCS
BHP
BP
HSBC
Tags
BHP
NL:SHELL
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From
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A bear market is coming, and with it ways to make money not seen in 40 years, says this strategist
February 23, 2022
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AAPL
ATVI
BABA
DWAC
Tags
YM00
NVDA
ES00
From
MarketWatch
Russia-Ukraine puts 10% U.S. inflation on radar as BlackRock repeats central banks may have to live with inflation
February 22, 2022
Tickers
SPX
Tags
SPX
UK:BRN00
UK:BRNJ22
From
MarketWatch
U.S. drivers brace for the highest prices in 9 years as oil approaches $100 a barrel
February 22, 2022
Tags
CLH22
CL/1
UK:BRNJ22
From
MarketWatch
Russia’s move into Ukraine is boosting commodity prices — here’s what’s at stake
February 22, 2022
Tags
CK22
CL/1
UK:BRN00
From
MarketWatch
Shell a lone bright spot as European stocks tumble, energy prices soar on Russia-Ukraine tensions
February 22, 2022
Tickers
BP
HSBC
SHEL
Tags
YM00
UK:BP
DX:DAX
From
MarketWatch
Oil rises and natural gas surges 8% as Russia orders troops to Ukraine
February 21, 2022
Tags
CLH22
CL00
NG00
From
MarketWatch
Banks and pharmaceutical companies lead in London, while Synairgen, Morses shares tumble
February 21, 2022
Tickers
AZN
BP
HSBC
NWG
Tags
UK:RKT
UK:BP
AZN
From
MarketWatch
What the threat of a Russian invasion of Ukraine means for markets
February 19, 2022
Tickers
COMP
SPX
Tags
CL00
SPX
UK:BRN00
From
MarketWatch
Oil on track for weekly loss as hopes for Iran deal outweigh Ukraine worries
February 18, 2022
Tags
DJIA
HOH22
UK:BRNJ22
From
MarketWatch
Among the biggest mistakes investors are making right now? Thinking U.S. stocks are the ‘safer bet,’ says GMO.
February 18, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
INTC
SPOT
JP:NIK
From
MarketWatch
London’s main stock index under pressure pressured as commodity prices fall
February 17, 2022
Tickers
HSBC
Tags
UK:SHEL
UK:BRBY
UK:RKT
From
MarketWatch
Oil falls as traders weigh Ukraine fears versus progress on Iran nuclear talks
February 17, 2022
Tags
NGH22
UK:BRNJ22
RBH22
From
MarketWatch
These 17 small-cap stock ideas have momentum and valuation on their side, says Jefferies
February 17, 2022
Tickers
AAP
AMAT
AMC
AMD
Tags
CL00
SWI
AAP
From
MarketWatch
Oil pushes higher as uncertainty over Ukraine remains
February 16, 2022
Tags
CL00
CL/1
UK:BRN00
From
MarketWatch
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