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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Biden is undermining Powell’s efforts to curb inflation
October 26, 2022
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Tags
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October 25, 2022
Tags
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October 24, 2022
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October 21, 2022
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October 21, 2022
Tags
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October 21, 2022
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October 20, 2022
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October 19, 2022
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JNJ
NFLX
Tags
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Dollar briefly trades at highest level against the yen in more than 30 years amid Thursday’s market volatility
October 13, 2022
Tags
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Here’s why U.S. stocks have more room to fall, says one fund manager — and where to find what will break next
October 12, 2022
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AMZN
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Tags
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The stock market is surging as the U.S. dollar retreats. It’s all about bonds.
October 04, 2022
Tickers
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DJIA
SPX
Tags
BX:TMUBMUSD10Y
CL/1
GBPUSD
From
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A rampaging U.S. dollar just booked its strongest quarter in at least 7 years as investors search for safety
September 30, 2022
Tickers
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Tags
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USDJPY
DXY
From
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Global bonds undergo worst selloff since the 90s: JPM
September 29, 2022
Tags
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GBPUSD
BX:TMUBMUSD10Y
From
MarketWatch
A surging U.S. dollar is creating an ‘untenable situation’ for the stock market, warns Morgan Stanley’s Wilson
September 26, 2022
Tickers
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Tags
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Don’t look for a stock market bottom until a soaring dollar cools down. Here’s why.
September 24, 2022
Tickers
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DJIA
SPX
Tags
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Dow futures slide nearly 200 points and dollar steamrolls rivals on Fed tightening view
September 23, 2022
Tickers
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DJIA
SPX
Tags
USDJPY
NQ00
GBPUSD
From
MarketWatch
Yellen: Inflation will come down next year
September 22, 2022
Tags
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From
MarketWatch
U.S. stock futures rise from three-month lows, but nervousness over Fed policy lingers
September 22, 2022
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DJIA
SPX
VIX
Tags
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Yen rallies after Japan intervenes for first time in 24 years
September 22, 2022
Tags
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From
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The dollar will remain strong as long as fundamentals and the Fed allow
September 21, 2022
Tags
HG00
BX:TMUBMUSD10Y
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From
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Apple hikes app store prices in Europe and Asia as dollar soars
September 20, 2022
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Tags
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U.S. dollar’s rally is likely to continue. How will it impact crypto?
September 16, 2022
Tags
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BTCUSD
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MarketWatch
Even after the market meltdown, investors are still making two implausible assumptions about the next six months, this economist says
September 14, 2022
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ADTX
AMC
AMZN
Tags
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ES00
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From
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Stock futures point to cautious bounce after worst losses in more than two years
September 14, 2022
Tickers
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DJIA
SPX
Tags
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Japanese yen bounces off lows after reports Bank of Japan conducts ‘check’ on rates
September 14, 2022
Tags
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MarketWatch
Bullish traders may love this remarkable contrarian signal
September 09, 2022
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AMC
AMZN
APE
Tags
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TSLA
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From
MarketWatch
A surging U.S. dollar is already sending ‘danger signals,’ economists warn
September 08, 2022
Tags
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DXY
From
MarketWatch
The recent whipsaw for stocks means the bear market is still with us, says this strategist
September 07, 2022
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AMC
AMZN
APE
Tags
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BBBY
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Silver is at a 2-year low, but it’s not gold that will determine what happens next, this analyst says
September 02, 2022
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APE
AVCT
Tags
NVDA
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DXY
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MarketWatch
Will the dollar’s surge end in whiplash?
September 01, 2022
Tags
USDJPY
CL00
NG00
From
MarketWatch
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