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home
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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)
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Quarterly Performance Reports
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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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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
Bond Fund Seminar
RSVP-Signup Form
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Morgan Stanley Strategist Advocates Defensive Stance As Market Dynamics Shift
September 25, 2023
Tickers
SPY
XLB
XLC
XLE
Tags
Expert Ideas
Analyst Color
XLY
From
Benzinga
HSBC says Walmart best retailer it covers: ‘Size matters in retail’
September 22, 2023
Tickers
ACI
COST
DG
HD
Tags
KR
ACI
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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
GIS
XLP
SPX
From
MarketWatch
Dollar-store stocks slide and UBS says Chinese discount websites may be their next challenge
September 19, 2023
Tickers
AMZN
DG
DLTR
SPX
Tags
XLP
TGT
DLTR
From
MarketWatch
Retailers compete to be first to hold holiday sales in a bid to spur flagging demand
September 19, 2023
Tickers
AMZN
BBY
MSFT
SPX
Tags
BBY
XRT
SPX
From
MarketWatch
VettaFi Voices On: The Coming End of Earnings Season
August 18, 2023
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COWZ
ENFR
EPS
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expert insights
earnings news
SPHQ
From
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Bank of America Turns Bullish On Consumer Discretionary, Bearish on Staples
August 14, 2023
Tickers
AMZN
XLP
XLY
Tags
AMZN
discretionary
Expert Ideas
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
Macro Economic Events
XLY
sector ETFs
From
Benzinga
3 Consumer Stocks to Sell in August Before They Crash and Burn
August 08, 2023
Tickers
ABNB
AMZN
CVS
HD
Tags
NYSE:HD,NASDAQ:ABNB,NYSE:CVS,NYSEARCA:XLY,NYSEARCA:XLP,NASDAQ:AMZN
Stocks to Sell
Market News
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Greedflation is not letting up. Here’s what companies are saying about it.
August 03, 2023
Tickers
CAG
CPB
KHC
KO
Tags
XRT
XLP
PG
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
XLP
KHC
DJIA
From
MarketWatch
Colgate to keep raising prices as inflation slows to boost margins and profit
July 28, 2023
Tickers
CL
SPX
XLP
Tags
SPX
CL
XLP
From
MarketWatch
Target’s stock hit with a double downgrade on weak sales and traffic trends
July 26, 2023
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SPX
TGT
WMT
XLP
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TGT
XLY
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
Recession
Alternative investments
real estate investing
From
Benzinga
Consumers are now ‘hunkering down’ rather than ‘trading down’ on groceries, Conagra says
July 13, 2023
Tickers
CAG
SPX
XLP
Tags
SPX
XLP
CAG
From
MarketWatch
The meme stocks are back and that could be a red flag for the stock market, says strategist
July 12, 2023
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AMC
BBBYQ
GME
SPX
Tags
SPX
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XLP
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MarketWatch
Kroger’s stock drops after profit tops expectations but sales come up short
June 15, 2023
Tickers
ACI
CI
KR
SPX
Tags
CI
SPX
ACI
From
MarketWatch
‘Greedflation’ is replacing inflation as companies raise prices for bigger profits, report finds
June 13, 2023
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PEP
SPX
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WMT
TSN
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MarketWatch
Hormel stock pops after profit beat, as actions to improve the Planters business worked
June 01, 2023
Tickers
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SPX
XLP
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XLP
HRL
SPX
From
MarketWatch
Worried About a Recession? Stash Your Cash in These 2 ETFs.
May 25, 2023
Tickers
IXJ
XLP
Tags
Market News
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XLP
From
Motley Fool
Consumer packaged food companies keep raising prices, ‘and Walmart is sick of it,’ says analyst
May 24, 2023
Tickers
CAG
CPB
GIS
HRL
Tags
K
XRT
HRL
From
MarketWatch
P&G’s stock leads Dow decliners after downgrade by analyst, who says investors may have shown it ‘too much love’
May 18, 2023
Tickers
DJIA
PG
XLP
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DJIA
PG
XLP
From
MarketWatch
Walmart stock rises after earnings beat and raised full-year outlook, while near-term profit view was below forecasts
May 18, 2023
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DJIA
TGT
WMT
XLP
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TGT
XLP
DJIA
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7 Safe ETFs to Shield Your Portfolio From Market Turmoil
May 15, 2023
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AMZN
DUK
GLD
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University Of Michigan's May Consumer Sentiment Forecast: Inflation Concerns Threaten Market Sectors
May 11, 2023
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XLC
XLE
XLK
XLP
Tags
Economics
XLE
ETFs
From
Benzinga
ETF of the Week: Consumer Staples Select Sector SPDR Fund (XLP)
May 04, 2023
Tickers
SPDR
XLP
Tags
expert insights
ssga
tom lydon
From
ETF Trends
Estée Lauder stock suffering record selloff after profit miss, slashed outlook
May 03, 2023
Tickers
EL
SPX
XLP
Tags
XLP
SPX
EL
From
MarketWatch
Coca-Cola beats earnings forecast as pricing jumps 11% and volume grows again
April 24, 2023
Tickers
DJIA
KO
XLP
Tags
DJIA
XLP
KO
From
MarketWatch
Here’s how different stock-market styles have performed during Fed rate pauses
April 18, 2023
Tickers
FUTY
SPX
XLP
XLY
Tags
XLP
SPX
XLY
From
MarketWatch
2 Warren Buffett Investments to Lead You Through Any Economic Conditions
April 13, 2023
Tickers
AXP
DFS
KO
KXI
Tags
KXI
VDC
DFS
From
Motley Fool
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