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home
about us
Investment Approach
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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
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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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Consumer packaged food companies keep raising prices, ‘and Walmart is sick of it,’ says analyst
May 24, 2023
Tickers
CAG
CPB
GIS
HRL
Tags
WMT
XLP
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
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From
MarketWatch
Walmart stock rises after earnings beat and raised full-year outlook, while near-term profit view was below forecasts
May 18, 2023
Tickers
DJIA
TGT
WMT
XLP
Tags
DJIA
TGT
WMT
From
MarketWatch
7 Safe ETFs to Shield Your Portfolio From Market Turmoil
May 15, 2023
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AAPL
AMZN
DUK
GLD
Tags
QQQ
PG
NEE
From
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University Of Michigan's May Consumer Sentiment Forecast: Inflation Concerns Threaten Market Sectors
May 11, 2023
Tickers
XLC
XLE
XLK
XLP
Tags
XLY
Benzinga
XLP
From
Benzinga
ETF of the Week: Consumer Staples Select Sector SPDR Fund (XLP)
May 04, 2023
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XLP
Tags
etf of the week
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ssga
From
ETF Trends
Estée Lauder stock suffering record selloff after profit miss, slashed outlook
May 03, 2023
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EL
SPX
XLP
Tags
XLP
EL
SPX
From
MarketWatch
Coca-Cola beats earnings forecast as pricing jumps 11% and volume grows again
April 24, 2023
Tickers
DJIA
KO
XLP
Tags
XLP
KO
DJIA
From
MarketWatch
Here’s how different stock-market styles have performed during Fed rate pauses
April 18, 2023
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FUTY
SPX
XLP
XLY
Tags
FUTY
SPX
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From
MarketWatch
2 Warren Buffett Investments to Lead You Through Any Economic Conditions
April 13, 2023
Tickers
AXP
DFS
KO
KXI
Tags
VDC
AXP
KXI
From
Motley Fool
Recession Playbook In Action: Cooling Labor Market Triggers Rally In Treasuries, Gold; Stocks Decline
April 04, 2023
Tickers
GLD
IWM
QQQ
XLE
Tags
Macro Economic Events
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From
Benzinga
7 Safe Index Funds to Buy as Investors Seek Shelter
March 28, 2023
Tickers
GLD
IWM
IWV
QQQ
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ETF Investing
GLD
From
InvestorPlace
Walmart responds to report of layoffs at fulfillment centers
March 23, 2023
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DJIA
WMT
XLP
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XLP
WMT
From
MarketWatch
VettaFi Voices On: Banks in Trouble
March 17, 2023
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CS
FRC
IAT
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IJH
FRC
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From
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Using Options To Leverage Stock Sector Rotations
March 06, 2023
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NFLX
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XLB
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From
Benzinga
Shopping at Kroger can be 4-times cheaper than eating out, CEO says
March 02, 2023
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ACI
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XLP
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XLP
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From
MarketWatch
Preparing for the Sector ETFs Shakeup of 2023
February 27, 2023
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SPDR
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Tags
iShares
VGT
Vanguard
From
ETF Trends
Kraft Heinz is done raising prices, but sees more inflation pain this year
February 15, 2023
Tickers
KHC
SPX
XLP
Tags
SPX
XLP
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From
MarketWatch
A Bull Market Is Coming. Should You Return to Growth Stocks?
February 11, 2023
Tickers
AMZN
TDOC
TSLA
XLP
Tags
TSLA
XLV
AMZN
From
Motley Fool
McCormick is cutting jobs, starting with ‘voluntary’ retirement followed by ‘involuntary’ layoffs
January 26, 2023
Tickers
MKC
SPX
XLP
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MKC
XLP
SPX
From
MarketWatch
‘Overbought and overpriced.’ Why this investor sees a bubble popping for this popular group of stocks
January 20, 2023
Tickers
AAPL
AMC
BA
BBBY
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NOK
MMM
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From
MarketWatch
P&G raised prices 10%, and the volume of products sold fell more than expected
January 19, 2023
Tickers
PG
SPX
XLP
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SPX
XLP
PG
From
MarketWatch
P&G earnings: Expect more price hikes, bigger volume decline
January 18, 2023
Tickers
PG
SPX
XLP
Tags
PG
SPX
XLP
From
MarketWatch
The most unpopular portfolio in America wins in 2022 — again
January 18, 2023
Tickers
AGG
FCOM
FEZ
FLGB
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VNQ
XLV
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From
MarketWatch
Conagra price hikes catch up to higher costs, as inflation has started moderating
January 05, 2023
Tickers
CAG
SPX
XLP
Tags
XLP
SPX
CAG
From
MarketWatch
Leading And Lagging Sectors For January 3, 2023
January 03, 2023
Tickers
XLC
XLE
XLF
XLK
Tags
XLC
XLK
XLV
From
Benzinga
The 3 Best Sectors to Invest in for 2023
December 28, 2022
Tickers
AMZN
C
CS
IYH
Tags
AMZN
UNH
MELI
From
InvestorPlace
The 7 Best Investment Funds to Navigate a Possible Recession
December 13, 2022
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AAPL
ABBV
CB
COST
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MSFT
IBM
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From
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Top 5 Insights Advisors Gave VettaFi in 2022
December 12, 2022
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BATT
BNOV
DWS
HYLB
Tags
TDVG
DWS
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From
ETF Trends
These stock market sectors should be strong if the bulls really are in control — but they’re not.
December 09, 2022
Tickers
SPX
XLP
XLY
Tags
XLY
XLP
SPX
From
MarketWatch
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