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about us
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Team Biographies
Firm ADV PDFs
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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
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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
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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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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Sell signs are popping up all over the stock market
October 19, 2023
Tickers
CHEF
CRON
DLR
EQR
Tags
SPX
X
EQR
From
MarketWatch
Consequences Are Always Unintended
October 17, 2023
Tickers
VIX
Tags
VIX
Expert Ideas
Benzinga
From
Benzinga
Stock market is oversold — but investors don’t believe it yet
October 05, 2023
Tickers
ADM
CHEF
CRON
DLR
Tags
SPX
X
TEVA
From
MarketWatch
Why the stock market might not bottom until investors surrender and jump back into bonds
October 05, 2023
Tickers
SPX
VIX
Tags
VIX
TY00
SPX
From
MarketWatch
S&P 500 futures steady as bond market sell-off abates
October 05, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
ES00
YM00
From
MarketWatch
VIX Soars To 5-Month High: What Surging Treasury Yields Mean For Stocks
October 04, 2023
Tickers
TLT
UVIX
VIX
VIXM
Tags
VIX
UVIX
Benzinga
From
Benzinga
Kevin McCarthy’s ouster means chance of government shutdown next month ‘just went up to 80%,’ analyst says
October 04, 2023
Tickers
ITA
MSOS
SMH
SOXX
Tags
SMH
MSOS
BTCUSD
From
MarketWatch
As storm clouds gather over bond market, watch this level on the S&P 500
October 04, 2023
Tickers
AAPL
AMC
AMZN
ATEN
Tags
TTOO
BX:TMUBMUSD30Y
INTC
From
MarketWatch
Rates have cracked stocks below the surface, Bank of America derivatives strategists say
October 03, 2023
Tickers
SPX
VIX
XLU
Tags
GC00
XLU
SPX
From
MarketWatch
How Treasury market upheaval is rippling through global markets in 4 charts
October 03, 2023
Tickers
SPX
TLT
VIX
Tags
BX:TMUBMUSD02Y
SPX
VIX
From
MarketWatch
Testing The Fiscal Limit
October 02, 2023
Tickers
VIX
Tags
treasury market
Federal Reserve
Market News
From
Benzinga
Volatility, gold and stocks to avoid: Citi delivers its shutdown playbook
September 29, 2023
Tickers
AAPL
ACN
AMC
BA
Tags
ACN
YM00
DXY
From
MarketWatch
Stocks are stuck in the breakdown lane and repairs will take time
September 28, 2023
Tickers
ADM
BKR
CHEF
CRON
Tags
TEVA
X
SPX
From
MarketWatch
‘Extreme fear’ has returned to the U.S. stock market
September 27, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
SPX
VIX
From
MarketWatch
S&P 500 futures rise as Treasury yields pull back
September 27, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
RUT
DJIA
ES00
From
MarketWatch
Key stock-market volatility gauge set for highest close since May as S&P 500 slumps
September 26, 2023
Tickers
DJIA
SPX
VIX
Tags
DJIA
VIX
SPX
From
MarketWatch
Volatility knocks: Here’s how you can use the VIX to beat the stock market
September 25, 2023
Tickers
SPX
VIX
Tags
SPX
VIX
VX00
From
MarketWatch
'Volatility Is Dead' Debate Heats Up As S&P 500 Braces For The Worst 10 Days Of The Year
September 19, 2023
Tickers
SPX
SPY
VIX
Tags
SPX
Economics
S&P 500
From
Benzinga
What the ‘mysterious shrinking’ of Wall Street’s fear gauge means for stocks, according to DataTrek
September 18, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
COMP
SPX
VIX
From
MarketWatch
Powell could still hammer U.S. stocks on Wednesday even if the Fed doesn’t hike interest rates
September 17, 2023
Tickers
COMP
SPX
VIX
Tags
VIX
SPX
COMP
From
MarketWatch
CBOE Volatility Index Spikes 9% As Triple Witching Day Shakes Market
September 15, 2023
Tickers
CBOE
UVXY
VIX
VIXM
Tags
Options
VIXY
UVXY
From
Benzinga
AI, ARM IPO, And $3.4 Trillion Option Expiration Suck Fear Out Of The Stock Market – Be Cautious
September 15, 2023
Tickers
AAPL
AMZN
ARM
ASIA
Tags
VIX
Asia
Tech
From
Benzinga
There’s 5.6 trillion reasons why stocks can enjoy a year-end rally.
September 15, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
F
DXY
COMP
From
MarketWatch
Volatility Bargain Alert: Goldman Sachs Analyst Asserts VIX Is Priced Too Low For Economic Realities
September 12, 2023
Tickers
UVXY
VIX
VIXM
VIXY
Tags
UVXY
VIXY
Analyst Note
From
Benzinga
Wall Street’s most bullish strategist warns of choppiness in stocks, still sees the S&P 500 touching a record high this year
September 11, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
UK:BRNX23
CLV23
XLE
From
MarketWatch
The Biggest Short: Trader Bets $30K On 1,100% VIX Spike By February 2024
September 07, 2023
Tickers
UVXY
VIX
VIXM
VIXY
Tags
stock crash
VIXY
UVXY
From
Benzinga
The short-volatility trade is making a comeback in 2023 six years after triggering a historic stock-market wipeout
August 30, 2023
Tickers
DJIA
JEPI
SPX
SVIX
Tags
JEPI
SVIX
DJIA
From
MarketWatch
Why Goldman Sachs sees uptick in interest in hedge funds in new market regime
August 30, 2023
Tickers
BND
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
VIX
SPX
From
MarketWatch
How To Protect Your Portfolio From The Next Crash With SPY, VIX, GLD, TLT, And UUP
August 25, 2023
Tickers
VIX
Tags
Expert Ideas
Benzinga
Personal Finance
From
Benzinga
Bears are knocking at the door but bulls still hold the key to this stock market
August 17, 2023
Tickers
CCL
CRON
EEM
EQR
Tags
VX00
VIX
PSX
From
MarketWatch
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