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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
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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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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Here’s what stock-market experts are blaming Friday’s wild price swings—and it’s not just quad witching
December 17, 2021
Tickers
COMP
SPX
VIX
Tags
COMP
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
$1 trillion in U.S. ETF inflows next year? ‘It’s safe to say that the sun is setting on the mutual-fund era:’ Here’s what’s in store for funds in 2022, say pros
December 16, 2021
Tickers
ARKF
ARKG
ARKK
ARKQ
Tags
BTC/1
SPX
ARKW
From
MarketWatch
Time for the Santa rally? U.S. stock market futures extend post-Fed swing higher
December 16, 2021
Tickers
COMP
LEN
SPX
VIX
Tags
VIX
DJIA
SPX
From
MarketWatch
VIX ETFs Surge as Tech Leads Market Rout, Omicron Weighs on Risk Sentiment
December 03, 2021
Tickers
VIX
VIXY
VXX
Tags
Alternatives
barclays capital
iPath
From
ETF Trends
Inverse ETFs Thrive Amid Fears Fed Will Soon Increase Rates
November 30, 2021
Tickers
DIA
QQQ
SH
SPDR
Tags
state street global advisors
SH
DIA
From
ETF Trends
Omicron variant may delay ‘breakout’ performance of these stock-market trades, RBC says
November 29, 2021
Tickers
RLG
RLV
SPX
VIX
Tags
VIX
SPX
RLG
From
MarketWatch
Travel stocks slump and vaccine maker stocks rally as WHO gears up to assess new coronavirus variant
November 26, 2021
Tickers
AAL
DAL
EXPE
LUV
Tags
DAL
PFE
VIX
From
MarketWatch
Here’s how to decide whether the S&P 500 is now heading toward a correction
November 13, 2021
Tickers
ADP
CMS
DKNG
EVH
Tags
EVH
DKNG
NKE
From
MarketWatch
Fear of missing out is driving the stock market — and having this surprising effect as well, research finds
November 10, 2021
Tickers
AMZN
COIN
DASH
DIS
Tags
TSLA
TWTR
BTCUSD
From
MarketWatch
This key stock-market indicator has switched to a ‘buy’ signal
October 23, 2021
Tickers
CONE
EVH
LDOS
PCAR
Tags
LDOS
EVH
CONE
From
MarketWatch
Here are the ETFs to buy if ‘reflation’, not stagflation, plays out, says BlackRock’s head of iShares strategy
October 07, 2021
Tickers
ARKK
BBH
BBKCF
BDRY
Tags
BLOK
XLY
XE:NB2
From
MarketWatch
Stocks Soured in September, While Inverse And VIX ETFs Scored
September 30, 2021
Tickers
DIA
KBWR
PXI
QQQ
Tags
Featured
Invesco
VXX
From
ETF Trends
Struggling stock market is in a make-or-break situation
September 30, 2021
Tickers
COMP
IAC
MDP
SPX
Tags
COMP
IAC
MDP
From
MarketWatch
Why the stock-market ‘wild card’ isn’t Evergrande, it’s Washington
September 22, 2021
Tickers
SPX
VIX
Tags
SPX
VIX
DJIA
From
MarketWatch
3 Ways to Buy the Apple Stock Dip
September 21, 2021
Tickers
AAPL
VIX
Tags
AAPL
NASDAQ:AAPL,CBOEINDEX:VIX
VIX
From
InvestorPlace
When the stock market pulls back, keep buying — especially these five companies
September 21, 2021
Tickers
COP
MSFT
SLB
SPX
Tags
TCEHY
YUMC
SLB
From
MarketWatch
Evergrande crisis and the U.S. debt-ceiling showdown could give stock investors a buying opportunity
September 20, 2021
Tickers
SPX
VIX
Tags
HK:3333
SPX
VIX
From
MarketWatch
The Wall Street debt machine pauses as China’s property woes rattle stocks, crypto, memes and more
September 20, 2021
Tickers
AMC
COIN
COMP
GME
Tags
COIN
GME
COMP
From
MarketWatch
Volatility ETFs Surge as China’s Evergrande Fears Roil Global Markets
September 20, 2021
Tickers
VIX
VIXY
VXX
Tags
iPath
profund advisors
barclays capital
From
ETF Trends
Stock-market traders brace for ‘quadruple witching’
September 14, 2021
Tickers
SPX
VIX
Tags
SPX
VIX
DJIA
From
MarketWatch
The reflation trade is fading. Here’s what to avoid, and where to seek refuge, in commodities.
August 20, 2021
Tickers
AA
AMAT
AZN
JNJ
Tags
UK:SHG
CH:ROG
GC00
From
MarketWatch
Dow futures drop on worries over U.S. and China
August 20, 2021
Tickers
COMP
SPX
VIX
Tags
RUT
VIX
SPX
From
MarketWatch
Volatility ETFs Jump as Covid-19, Poor Retail Sales Fuel Market Fears
August 17, 2021
Tickers
VIX
VIXY
VXX
Tags
Current Affairs
VXX
alternatives channel
From
ETF Trends
The ultimate bull case for the stock market: It keeps making new highs
August 12, 2021
Tickers
MGA
QCOM
SPX
VIX
Tags
QCOM
VIX
SPX
From
MarketWatch
How 10 of the world’s smartest investors can help you build your perfect portfolio
August 05, 2021
Tickers
SPX
VIX
Tags
SPX
VIX
From
MarketWatch
Market fragility lingers as VIX climbs even with U.S. stocks rising to peaks, BofA says
July 27, 2021
Tickers
COMP
SPX
VIX
Tags
VIX
SPX
DJIA
From
MarketWatch
VIX ETFs Skyrocket as Covid Fears Trigger Market Volatility
July 19, 2021
Tickers
VIX
VIXY
VXX
Tags
VIX
Volatility
ETNs
From
ETF Trends
Why did the Dow tumble Monday? Economic growth is now a bigger worry than inflation.
July 19, 2021
Tickers
COMP
SPX
VIX
Tags
COMP
BX:TMUBMUSD10Y
VIX
From
MarketWatch
Stay bullish on the S&P 500 for now despite a number of red flags
July 15, 2021
Tickers
IWM
SPX
STAR
VIX
Tags
VIX
SPX
DJIA
From
MarketWatch
Volatility ETFs Spike as Economic Concerns Fuel Market Fear
July 08, 2021
Tickers
VIX
VIXY
VXX
Tags
VXX
Current Affairs
barclays capital
From
ETF Trends
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