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home
about us
Investment Approach
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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
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
FIP
Event Schedule
TAM
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Food and Beverage Stocks Look Appetizing After Ozempic Selloff
October 16, 2023
Tickers
FTXG
HSY
IYK
K
Tags
WMT
HSY
FTXG
From
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What exactly are patients taking new weight-loss drugs eating and what are they avoiding? Bernstein asked them.
October 13, 2023
Tickers
CPB
GIS
HSY
K
Tags
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DK:NOVO/B
XLP
From
MarketWatch
Inflation Heats Up, But Economists Stand Firm On Fed Interest Rates: Dollar Gears Up To Break 6-Day Losing Streak
October 12, 2023
Tickers
SPY
XLE
XLK
XLP
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XLK
Broad U/S/ Equity ETFs
XLE
From
Benzinga
Adobe, J.M. Smucker And More On CNBC's 'Final Trades'
October 12, 2023
Tickers
ADBE
SJM
XLP
Tags
Media
Markets
ADBE
From
Benzinga
Consumer staples is the S&P 500’s second worst performing sector in 2023. Why it still doesn’t look attractive despite cheap valuation.
October 11, 2023
Tickers
COMP
DJIA
KO
PEP
Tags
XX:SP500/45
PEP
KO
From
MarketWatch
A Lifetime of Passive Income Is Hiding in Plain Sight
October 10, 2023
Tickers
XLP
Tags
Market News
Recent Press Releases
XLP
From
Motley Fool
PepsiCo On CNBC's 'Final Trades,' Plus: A Food & Beverage ETF Has 9 Negative Weeks
October 09, 2023
Tickers
FTXG
PEP
XLB
XLP
Tags
Market News
XLP
Halftime Report Final Trades
From
Benzinga
Conagra’s stock climbs after profit tops expectations but sales comes up shy
October 05, 2023
Tickers
CAG
SPX
XLP
Tags
XLP
CAG
SPX
From
MarketWatch
VettaFi Voices On: Risk Management in an Uncertain Economy
September 29, 2023
Tickers
ALPS
BIL
BOCT
DBMF
Tags
Innovator
SPHD
USMV
From
ETF Trends
Adobe, Phillips 66 An ETF Up 10% YTD And More : CNBC's 'Final Trades'
September 26, 2023
Tickers
ADBE
IEO
PSX
XLP
Tags
Trading Ideas
Long Ideas
Benzinga
From
Benzinga
Morgan Stanley Strategist Advocates Defensive Stance As Market Dynamics Shift
September 25, 2023
Tickers
SPY
XLB
XLC
XLE
Tags
Analyst Note
stock market outlook
XLV
From
Benzinga
HSBC says Walmart best retailer it covers: ‘Size matters in retail’
September 22, 2023
Tickers
ACI
COST
DG
HD
Tags
TGT
SPX
XRT
From
MarketWatch
General Mills fails to hold stock gains as earnings beat by a narrow margin as consumers remain cautious
September 20, 2023
Tickers
GIS
SPX
XLP
Tags
XLP
GIS
SPX
From
MarketWatch
Dollar-store stocks slide and UBS says Chinese discount websites may be their next challenge
September 19, 2023
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AMZN
DG
DLTR
SPX
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TGT
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From
MarketWatch
Retailers compete to be first to hold holiday sales in a bid to spur flagging demand
September 19, 2023
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AMZN
BBY
MSFT
SPX
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BBY
AMZN
MSFT
From
MarketWatch
VettaFi Voices On: The Coming End of Earnings Season
August 18, 2023
Tickers
AMLP
COWZ
ENFR
EPS
Tags
QUAL
AMLP
equity ETF channel
From
ETF Trends
Bank of America Turns Bullish On Consumer Discretionary, Bearish on Staples
August 14, 2023
Tickers
AMZN
XLP
XLY
Tags
discretionary
ETFs
Analyst Color
From
Benzinga
US Retail Sales Accelerate, On Track For The Best Streak In Over A Year: Sector ETFs To Watch
August 14, 2023
Tickers
TECH
XLC
XLE
XLF
Tags
Sector ETFs
Economics
XLE
From
Benzinga
3 Consumer Stocks to Sell in August Before They Crash and Burn
August 08, 2023
Tickers
ABNB
AMZN
CVS
HD
Tags
HD
XLP
Market News
From
InvestorPlace
Greedflation is not letting up. Here’s what companies are saying about it.
August 03, 2023
Tickers
CAG
CPB
KHC
KO
Tags
XLP
XRT
CPB
From
MarketWatch
Kraft Heinz’s higher prices have cost it some customers, but don’t expect price cuts
August 02, 2023
Tickers
DJIA
KHC
XLP
Tags
DJIA
KHC
XLP
From
MarketWatch
Colgate to keep raising prices as inflation slows to boost margins and profit
July 28, 2023
Tickers
CL
SPX
XLP
Tags
XLP
SPX
CL
From
MarketWatch
Target’s stock hit with a double downgrade on weak sales and traffic trends
July 26, 2023
Tickers
SPX
TGT
WMT
XLP
Tags
TGT
SPX
XLP
From
MarketWatch
'Headwinds Are Substantial': Jamie Dimon Just Flagged A Long List Of Serious Dangers To The US Economy — Here Are 3 'Salient' Risks And How To Defend Against Them
July 19, 2023
Tickers
DBA
GLD
IDU
USO
Tags
Benzinga
Jamie Dimon
General
From
Benzinga
Consumers are now ‘hunkering down’ rather than ‘trading down’ on groceries, Conagra says
July 13, 2023
Tickers
CAG
SPX
XLP
Tags
SPX
CAG
XLP
From
MarketWatch
The meme stocks are back and that could be a red flag for the stock market, says strategist
July 12, 2023
Tickers
AMC
BBBYQ
GME
SPX
Tags
XLP
AMC
SPX
From
MarketWatch
Kroger’s stock drops after profit tops expectations but sales come up short
June 15, 2023
Tickers
ACI
CI
KR
SPX
Tags
SPX
CI
XLP
From
MarketWatch
‘Greedflation’ is replacing inflation as companies raise prices for bigger profits, report finds
June 13, 2023
Tickers
GIS
KMB
PEP
SPX
Tags
TSN
WMT
XLP
From
MarketWatch
Hormel stock pops after profit beat, as actions to improve the Planters business worked
June 01, 2023
Tickers
HRL
SPX
XLP
Tags
XLP
HRL
SPX
From
MarketWatch
Worried About a Recession? Stash Your Cash in These 2 ETFs.
May 25, 2023
Tickers
IXJ
XLP
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XLP
Recent Press Releases
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