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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Latest News about VIX
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U.S. stock futures rise as signs of cooling inflation continue to energize bulls
November 16, 2022
Tickers
COMP
DJIA
NVDA
SOX
Tags
VIX
SOX
NVDA
From
MarketWatch
A slew of catalysts for a stock market rally are converging at the same time
November 09, 2022
Tickers
ABBV
AMD
COMP
CZR
Tags
SPTM
CZR
WIX
From
MarketWatch
2-year Treasury yield ticks higher ahead of busy week of economic data
November 07, 2022
Tickers
VIX
Tags
VIX
BX:TMUBMUSD30Y
BX:TMUBMUSD02Y
From
MarketWatch
Maintain a bearish stance after the Federal Reserve cast a pall over the stock market
November 03, 2022
Tickers
KMB
SPX
VIX
Tags
VIX
SPX
KMB
From
MarketWatch
Worried About Volatility in Retirement Portfolios? Consider Nationwide
November 01, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
VIX
retirement income channel
NSPI
From
ETF Trends
A seasonal stock market trade that tends to be reliable begins Thursday
October 27, 2022
Tickers
KMB
SPX
SPY
VIX
Tags
VIX
SPY
SPX
From
MarketWatch
Stocks are having a stellar October. Why the bear-market rally may have more room to run.
October 25, 2022
Tickers
AMZN
COMP
DJIA
META
Tags
VIX
SPX
CLZ22
From
MarketWatch
Click Here To Learn When The Markets Are Going To Bottom
October 24, 2022
Tickers
VIX
Tags
VIX
Market News
General
From
Benzinga
What’s needed for stocks to rally is capitulation, but that could come from unexpected sources, strategist says
October 21, 2022
Tickers
AAPL
AMC
APE
AXP
Tags
BX:TMBMKGB/10Y
MULN
VIX
From
MarketWatch
The stock market is still on a ‘sell’ signal, according to technical indicators
October 20, 2022
Tickers
BF-B
CANO
CVS
HLIT
Tags
KLXE
CANO
HLIT
From
MarketWatch
It’s the 35th anniversary of the 1987 stock-market crash: What investors need to know
October 19, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
VIX
COMP
SPX
From
MarketWatch
Five sentiment indicators are telling us it’s time to buy stocks, especially this one group
October 12, 2022
Tickers
IWO
VIX
Tags
RUI
IWO
RUT
From
MarketWatch
Wall Street’s ‘fear gauge’ is flashing a warning that stocks could be about to fall off a cliff
October 12, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
VIX
COMP
From
MarketWatch
It’s time to pivot from a pivot, Goldman Sachs strategists say
October 11, 2022
Tickers
COMP
SPX
VIX
Tags
COMP
SPX
VIX
From
MarketWatch
Here’s how you’ll know stock-market lows are finally here, says legendary investor who called ’87 crash
October 10, 2022
Tickers
COMP
DJIA
VIX
Tags
BTCUSD
COMP
DJIA
From
MarketWatch
Stocks in line for fourth day of losses amid Fed hiking gloom
October 10, 2022
Tickers
C
COMP
DJIA
JPM
Tags
JPM
C
NQ00
From
MarketWatch
A ‘Fed pivot’ still is the best shot for stocks to rebound
October 08, 2022
Tickers
COMP
CS
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Dashed hopes for a Fed pivot are morphing into a sense of dread in financial markets
October 06, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
VIX
SPX
COMP
From
MarketWatch
There are early signs that the bear market is going into hibernation
October 06, 2022
Tickers
BMY
HLIT
SPX
VIX
Tags
HLIT
VIX
SPX
From
MarketWatch
U.S. stock futures weaken after best start to a quarter since 1938
October 05, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
YM00
COMP
NQ00
From
MarketWatch
‘This is not healthy’: The latest advance for stocks could signal more pain ahead for markets. Here’s why
October 04, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
SPX
COMP
From
MarketWatch
These long-duration bond ETFs have cratered the most from their peaks over past year, sinking below other assets as U.S. dollar soars
September 29, 2022
Tickers
AGG
ARKG
ARKK
BIL
Tags
IWM
XBI
JHDV
From
MarketWatch
Dow futures down 300 points as Bank of England intervention bounce fades
September 29, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
YM00
EURUSD
VIX
From
MarketWatch
The stock market could be on the verge of a ‘tradeable’ rebound, according to a key technical indicator
September 27, 2022
Tickers
COMP
DJIA
UVXY
VIX
Tags
XX:VXX/ID
COMP
UVXY
From
MarketWatch
Dow futures rally 200 points as bulls bet market is oversold
September 27, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
SPX
VIX
From
MarketWatch
U.S. stock futures point to fifth day of losses on Wall Street to challenge 2022 lows
September 26, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
BX:TMUBMUSD10Y
SPX
ES00
From
MarketWatch
U.S. stock futures rise from three-month lows, but nervousness over Fed policy lingers
September 22, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
USDJPY
YM00
COMP
From
MarketWatch
Stock futures struggle for traction ahead of Fed decision and after Putin escalates war footing
September 21, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
EURUSD
COMP
YM00
From
MarketWatch
Gloom casts a pall over the stock market. Financial experts say these are the ways you can stay invested.
September 19, 2022
Tickers
SPX
VIX
Tags
BX:TMUBMUSD10Y
SPX
VIX
From
MarketWatch
Stock market’s June lows are back in sight after S&P 500 loses grip on 3,900
September 18, 2022
Tickers
COMP
DJIA
SPX
VIX
Tags
VIX
SPX
COMP
From
MarketWatch
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