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home
about us
Investment Approach
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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
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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
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
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Latest News about USDCNY
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The previously invincible U.S. dollar is sliding versus the Chinese yuan and Japanese yen. What gives?
November 21, 2023
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Chinese stocks erase 4 1/2 years of gains as foreign investors flee at record pace
October 23, 2023
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China dumps most U.S. securities in 4 years, perhaps to defend a weakening yuan
October 19, 2023
Tags
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From
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Big deficits, easy money threaten U.S. dollar’s global dominance
September 19, 2023
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Why U.S. dollar is at no ‘meaningful risk’ of losing status as the world’s reserve currency, despite challenges from China, says Wells Fargo
September 08, 2023
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Cash is still king, says Barclays. Here are six of its investment ideas.
September 07, 2023
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A rising U.S. dollar is ringing alarm bells overseas. Should stock-market investors worry?
September 06, 2023
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From
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China ETFs attempt to book best day in a month after PBOC vows to support weak yuan with forex reserve ratio cut
September 01, 2023
Tickers
COMP
DJIA
GXC
KWEB
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From
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U.S. dollar defies China, Russia and Wall Street skeptics as 2023 rebound continues
August 28, 2023
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DXY
GBPUSD
From
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China sets yuan fix at biggest gap to estimate on record
August 18, 2023
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This cartoon on the U.S. economy from a Chinese state propaganda organ has everyone confused
August 18, 2023
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From
MarketWatch
Global investors expect China to deliver a massive fiscal stimulus. Here’s why it may never arrive.
August 17, 2023
Tags
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USDCNY
HK:6098
From
MarketWatch
‘King dollar’ makes a comeback as greenback’s summertime rally nears critical milestone
August 17, 2023
Tickers
SPX
Tags
CL00
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From
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Country Garden’s property debt woes contribute to Chinese yuan’s drop to 9-month low
August 14, 2023
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SPX
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U.S. soft landing is ‘wishful thinking,’ says billionaire businessman Thomas Peterffy. ‘The market should be much lower.’
July 25, 2023
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AMZN
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From
MarketWatch
U.S. dollar could soon wipe out all of its post-pandemic gains, Soc Gen strategist warns
July 18, 2023
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DXY
From
MarketWatch
China ETFs jump after upbeat economic data, EV delivery results
July 03, 2023
Tickers
GXC
KWEB
LI
MCHI
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TSLA
From
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Biden’s protectionism is driving emerging economies into China’s hands
June 27, 2023
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BRLUSD
USDCNY
From
MarketWatch
U.S. Treasury finds no currency manipulation by major trading partners, reiterates call for greater Chinese transparency
June 16, 2023
Tags
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USDCNY
From
MarketWatch
China’s reopening recovery is running out of steam and starting to worry financial markets
May 17, 2023
Tickers
COMP
DJIA
SPX
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COMP
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From
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Dollar Set To Get Stronger Early Next Year, Analysts Say: This 'Would Mean Yuan May Weaken...With Large Fluctuations'
December 08, 2022
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Benzinga
From
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Central banks drove this vital skill out of investor brains. Here’s how to relearn it.
September 29, 2022
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A surging U.S. dollar is creating an ‘untenable situation’ for the stock market, warns Morgan Stanley’s Wilson
September 26, 2022
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From
MarketWatch
The dollar will remain strong as long as fundamentals and the Fed allow
September 21, 2022
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From
MarketWatch
Dollar rally sees China’s currency fall through key threshold
September 15, 2022
Tags
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CNHUSD
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From
MarketWatch
The recent whipsaw for stocks means the bear market is still with us, says this strategist
September 07, 2022
Tickers
AAPL
AMC
AMZN
APE
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AMC
APE
CHTR
From
MarketWatch
Mark Mobius sees emerging-market ‘opportunities’, but awaits ‘complete surrender’ before calling U.S. stock bottom
August 03, 2022
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COMP
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KWEB
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A strong dollar has been wrecking markets in 2022: Here are 3 things investors should know about what happens next
July 20, 2022
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JPM
UBS
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From
MarketWatch
Looking for a stock rally? Here are three possible triggers, but only one really has a shot
June 07, 2022
Tags
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CN:160462
From
MarketWatch
Rise of “nontraditional” reserve currencies diminishes dollar’s dominance
June 02, 2022
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DXY
USDCNY
From
MarketWatch
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