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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
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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Resource stocks lead the gains in London, while some hospitality names gain on prospects of COVID aid
December 21, 2021
Tickers
BP
RDS-A
RIO
Tags
UK:RIO
UK:BRN00
CL00
From
MarketWatch
European bourses rise, as global stock market stages rebound from Monday slump
December 21, 2021
Tickers
BP
RDS-A
Tags
RDS/A
FR:PX1
BP
From
MarketWatch
Oil prices bounce, but worries over omicron remain
December 21, 2021
Tags
CL00
UK:BRN00
RBF22
From
MarketWatch
An economic chill fueled by omicron may stick around. These stocks are your best defense, says Morgan Stanley.
December 21, 2021
Tickers
AAPL
AMC
GME
MU
Tags
GME
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Stock futures point to a bounce as investors continue to gauge omicron and Washington politics
December 21, 2021
Tickers
COMP
Tags
NQ00
CL00
UK:BRN00
From
MarketWatch
Oil and gas discoveries for 2021 on pace to be lowest in 75 years: Rystad
December 20, 2021
Tags
CL00
UK:BRNG22
UK:BRN00
From
MarketWatch
These are the big levels to watch for the S&P 500 and Nasdaq. Expect ‘wild trade,’ if they break, warns this strategist.
December 20, 2021
Tickers
AAPL
AMC
COMP
DIS
Tags
DJIA
NVO
ES00
From
MarketWatch
Europe stocks slide as COVID worries swamp investors
December 20, 2021
Tickers
AZN
BP
RDS-A
SAP
Tags
DX:DAX
UK:BP
GBPUSD
From
MarketWatch
Dow futures slide nearly 300 points as market worries mount
December 19, 2021
Tickers
COMP
SPX
Tags
CL/1
UK:BRN00
SPX
From
MarketWatch
Oil on track for weekly loss as omicron continues to spread
December 17, 2021
Tags
UK:BRN00
UK:BRNG22
CL00
From
MarketWatch
Why U.S. oil production hasn’t rebounded along with crude prices
December 16, 2021
Tags
UK:BRN00
CL/1
CLF22
From
MarketWatch
Oil prices rise as traders look past omicron worries
December 16, 2021
Tags
CL00
UK:BRNG22
CLF22
From
MarketWatch
Oil lower on omicron worries as traders await inventories data
December 15, 2021
Tags
UK:BRN00
CLF22
CL00
From
MarketWatch
Oil dips after IEA says omicron will slow recovery in demand
December 14, 2021
Tags
UK:BRNG22
CLF22
UK:BRN00
From
MarketWatch
Oil prices move lower as traders monitor omicron spread
December 13, 2021
Tags
UK:BRN00
UK:BRNG22
CLF22
From
MarketWatch
Oil futures rebound Friday, head for best weekly gain in over 3 months
December 10, 2021
Tags
CLF22
UK:BRNG22
UK:BRN00
From
MarketWatch
U.S. oil prices retreat from a 2-week high
December 09, 2021
Tickers
BNTX
PFE
Tags
PFE
UK:BRNG22
BNTX
From
MarketWatch
U.S. oil turns higher, heads for longest string of gains in a month
December 08, 2021
Tickers
BNTX
PFE
Tags
BNTX
UK:BRNG22
PFE
From
MarketWatch
Even though Putin knows he probably cannot win in Ukraine, a weakened strongman will often take the greatest risks
December 07, 2021
Tags
UK:BRN00
GC00
From
MarketWatch
U.S. oil extends rally above $70, aims for 2-week high
December 07, 2021
Tags
CLF22
CL00
UK:BRNG22
From
MarketWatch
Oil prices rally over 2% to start week as omicron fears take a breather
December 06, 2021
Tags
UK:BRNG22
UK:BRN00
From
MarketWatch
Oil futures climb sharply to end tumultuous week after OPEC+’s latest move
December 03, 2021
Tags
CLF22
UK:BRNG22
CL00
From
MarketWatch
U.S. stock futures slightly lower as investors await key payrolls report
December 03, 2021
Tickers
COMP
DIDI
SPX
Tags
RUT
COMP
YM00
From
MarketWatch
Oil futures trade mixed as investors watch for OPEC+ decision amid omicron
December 02, 2021
Tags
UK:BRNG22
CL00
CLF22
From
MarketWatch
December set to start with gains, as Dow futures jump 300 points after selloff
December 01, 2021
Tickers
COMP
MRNA
SPX
Tags
COMP
XX:SXXP
UK:BRN00
From
MarketWatch
Volatile action continues for oil, which rebounds ahead of supply data, OPEC meeting
December 01, 2021
Tickers
MRNA
Tags
RBZ21
UK:BRNG22
NGF22
From
MarketWatch
Oil prices drop 4% on worries over vaccine effectiveness against omicron variant
November 30, 2021
Tags
UK:BRNF22
CL00
UK:BRNG22
From
MarketWatch
JPMorgan’s S&P 500 forecast for 2022 is among the most bullish on Wall Street. Here’s the biggest risk it sees for stocks.
November 30, 2021
Tickers
AAL
BKR
DAL
DIS
Tags
BX:TMUBMUSD10Y
UAA
YM00
From
MarketWatch
Oil could still hit $150 a barrel with OPEC+ ‘in the driver’s seat’: J.P. Morgan
November 29, 2021
Tags
CL00
UK:BRN00
From
MarketWatch
Resource stocks drive gains for FTSE 100 after biggest drop since the early days of the pandemic
November 29, 2021
Tickers
BP
RDS-A
RIO
Tags
GBPUSD
UK:BP
UK:GLEN
From
MarketWatch
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