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home
about us
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Firm ADV PDFs
Form CRS
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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)
TAF sm Program
Services, Fees and Compensation
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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
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Don’t expect retail stocks to outperform the market this holiday season, analyst says
November 24, 2023
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BBY
BJ
DKS
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XRT
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November 20, 2023
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November 17, 2023
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November 16, 2023
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Feasting On Profits: Does Thanksgiving Week Cook Up Stock Market Gains?
November 15, 2023
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Retail Sales Fall 0.1% in October, Less Than Expected
November 15, 2023
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November 13, 2023
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November 10, 2023
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November 06, 2023
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Best Buy recalls more than 900,000 pressure cookers for burn hazard
October 26, 2023
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Recession or Resilience? Analyzing Recent Economic Indicators
October 23, 2023
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Retail Sales Rise 0.7% in September, Stronger Than Expected
October 19, 2023
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From bonds to transports, the message is clear, says technical strategist: ‘The high for equities is not in.’
October 18, 2023
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Inflation’s Ongoing Impact: A Look at Recent Economic Indicators
October 16, 2023
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HSBC says Walmart best retailer it covers: ‘Size matters in retail’
September 22, 2023
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WMT
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From
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Dollar-store stocks slide and UBS says Chinese discount websites may be their next challenge
September 19, 2023
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DLTR
SPX
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MarketWatch
Retailers compete to be first to hold holiday sales in a bid to spur flagging demand
September 19, 2023
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MSFT
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MarketWatch
Hedge funds have bailed on the U.S. consumer in a big way, Goldman Sachs data finds
September 12, 2023
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From
MarketWatch
Consumer Confidence Wavers: Will Retail Stocks Face A Reckoning?
September 11, 2023
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AMZN
From
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Why Did Dollar Tree Stock Drop 21% in August?
September 08, 2023
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Recent Press Releases
From
Motley Fool
Signet Jewelers has a pretty good idea when you’ll get engaged
August 31, 2023
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From
MarketWatch
Shop the Winners: 3 Retail Stocks Set to Outpace the Pack in 2024
August 23, 2023
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TSCO
UL
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BBWI
NYSEARCA:XRT,NASDAQ:TSCO,NYSE:BBWI,NYSE:VSCO,NYSE:UL,NASDAQ:HIBB
From
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3 Sorry Retail Stocks to Sell in August Before It’s Too Late
August 23, 2023
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IFF
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Assessing the Recession Risk: Interpreting Key Economic Indicators
August 18, 2023
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expert insights
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ETF Trends
There Is No New Bull Market in Retail Stocks, And Target (TGT) Stock Proves It
August 16, 2023
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XRT
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Market News
TGT
From
InvestorPlace
Walmart Or Target? Ahead of Retail Earnings, Jim Cramer Says Stick With This FAANG Stock When In Doubt
August 14, 2023
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AMZN
AWS
TGT
WMT
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Jim Cramer
Trading Ideas
XRT
From
Benzinga
Greedflation is not letting up. Here’s what companies are saying about it.
August 03, 2023
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CAG
CPB
KHC
KO
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MDLZ
CAG
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From
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