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about us
Investment Approach
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
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Event Schedule
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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
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S&P Marks 20-Year Win Streak On Jobs Lift
May 02, 2025
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GLD
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QQQ
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VIX
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April 30, 2025
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GLD
OIL
QQQ
Tags
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April 30, 2025
Tickers
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Tags
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April 30, 2025
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April 29, 2025
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April 29, 2025
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Stocks Rise Despite Recession-Level Confidence Reading
April 29, 2025
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Markets Gripped By Pessimism As Bearish Sentiment Breaks 35-Year Record, Remains Above 50% For 8 Straight Weeks
April 17, 2025
Tickers
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SPY
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Tags
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Benzinga
S&P 500 Typically Gains 18% In A Year After VIX Drops From 50 To 30 Level: Here's What Analysts Say
April 16, 2025
Tickers
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QQQ
SPY
VIX
Tags
Jason Goepfert
Volatility
Markets
From
Benzinga
Charles Schwab Tells Investors To Prioritize 'Low Volatility, High Quality' Investments Amid Century-High Tariff Turmoil
April 15, 2025
Tickers
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QQQ
SPY
VIX
Tags
SPY
Analyst Ratings
Craig Shapiro
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Wall Street Eyes Recovery As S&P 500, Nasdaq Futures Rise After Trump's Tariff-Driven Selloff Wipes Out $9 Trillion In Six Weeks
April 08, 2025
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GBX
Tags
Lawrence McDonald
VIX
MSFT
From
Benzinga
Volatility Gauge VIX More Than Doubles In 3 Days: Crosses The 45 Mark For 2nd Day, 1st Time Since 2008 Financial Crisis
April 08, 2025
Tickers
NEWS
QQQ
SPY
VIX
Tags
Bill Luby
Tariff
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JPMorgan Launches New Product For Investors Betting On Falling Volatility (CORRECTED)
March 21, 2025
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JPST
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From
Benzinga
Volatility Drops Sharply: How Popular VIX ETFs Are Responding
March 14, 2025
Tickers
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UVXY
VIX
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Benzinga
JPMorgan's Volatility Play: Long VIX Calls, Short SPY Puts
November 27, 2024
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Stocks Fall As Treasury Yields, Dollar Rise; Nvidia Hits Record Highs: What's Driving Markets Monday?
October 21, 2024
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BA
CBOE
CI
DIA
Tags
Pro Project
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TLT
From
Benzinga
EXCLUSIVE: Cboe CEO Says Robinhood Growth 'An Eye Opener,' Unpredictable 2024 Election Could Increase Market Volatility
October 17, 2024
Tickers
CBOE
HOOD
VIX
Tags
CBOE Market Volatility Index
Management
Markets
From
Benzinga
EXCLUSIVE: Options Expert Warns Of 'Terrible Week' After Friday's Triple Witching
September 20, 2024
Tickers
CEG
CRWD
EXC
FDX
Tags
CRWD
ETFs
Options
From
Benzinga
BlackRock Strategist On Market Jitters: Expect Volatility, But Stay Positive On US Equities And This Emerging Market
September 05, 2024
Tickers
EPI
FLIN
INDA
VIX
Tags
Long Ideas
KeyProj
Vix index
From
Benzinga
From Stocks To Bonds: CBOE's VIXTLT Index Adds New Twist To Volatility
August 21, 2024
Tickers
TLT
VIX
Tags
Expert Ideas
Specialty ETFs
S&P 500
From
Benzinga
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