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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
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TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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
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RSVP-Signup Form
MARKET RESEARCH
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Tipping Point: Is Amazon’s Sizzling Stock Ready to Cool Down?
July 27, 2023
Tickers
AMZN
XRT
Tags
NASDAQ:AMZN,NYSEARCA:XRT
AMZN
Market News
From
InvestorPlace
Don’t buy Tractor Supply’s stock ahead of likely earnings miss, BofA warns
July 25, 2023
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SPX
TSCO
XRT
Tags
TSCO
XRT
SPX
From
MarketWatch
Costco says second-straight monthly same-store sales decline is due to lower gas price. Not everyone agrees.
July 07, 2023
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COST
SPX
XRT
Tags
COST
XRT
SPX
From
MarketWatch
It’s the Economy That Matters: The Inflation Situation
June 20, 2023
Tickers
ITB
REZ
RSP
SPDR
Tags
spdr
XHB
XRT
From
ETF Trends
‘Greedflation’ is replacing inflation as companies raise prices for bigger profits, report finds
June 13, 2023
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GIS
KMB
PEP
SPX
Tags
GIS
PEP
WMT
From
MarketWatch
It’s the Economy That Matters: Services PMI and More
June 12, 2023
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RSP
SPDR
SPY
XRT
Tags
RSP
XRT
SPY
From
ETF Trends
Postcards: These Four Stocks Are Showing Real Momentum
June 06, 2023
Tickers
CCL
CZR
JPM
NCLH
Tags
CZR
CCL
OZK
From
Money Morning
Hot & Cold: Who's Hiring The Most/Least Right Now - What Was Their Market Performance?
June 02, 2023
Tickers
ECON
FDN
GDX
IGV
Tags
General
News
Econ #s
From
Benzinga
Big Lots’s stock tumbles toward 32-year low after losses nearly double forecasts, dividend suspended
May 26, 2023
Tickers
BIG
SPX
XRT
Tags
XRT
SPX
BIG
From
MarketWatch
Best Buy CEO sees bottom in tech demand, with a turn higher later this year
May 25, 2023
Tickers
BBY
SPX
XRT
Tags
BBY
XRT
SPX
From
MarketWatch
Consumer packaged food companies keep raising prices, ‘and Walmart is sick of it,’ says analyst
May 24, 2023
Tickers
CAG
CPB
GIS
HRL
Tags
KHC
TSN
WMT
From
MarketWatch
Retail sector is split between winners and losers as clothing stores grapple with inflation-weary consumers
May 24, 2023
Tickers
ANF
DKS
EXPR
FL
Tags
FL
PLCE
DKS
From
MarketWatch
Semiconductors And Consumer Cyclical Stocks Lead Tuesday's Sell-Off; Stocks To Watch Wednesday
April 26, 2023
Tickers
CHWY
GPS
JWN
NDAQ
Tags
Trading Ideas
GPS
semiconductors
From
Benzinga
This Retailer Generated Mouth-Watering Returns Amid 2022's Market Slump And Has Outperformed Apple, Meta, Nvidia And Walmart
April 23, 2023
Tickers
AAPL
CROX
META
NVDA
Tags
Long Ideas
XRT
META
From
Benzinga
Bed Bath & Beyond stock’s meme-like bounce won’t last, analyst says
April 18, 2023
Tickers
BBBY
SPX
XRT
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SPX
XRT
BBBY
From
MarketWatch
Bullish And Bearish Plays On These 2 ETFs: CNBC's 'Final Call'
April 17, 2023
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IEF
XRT
Tags
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CNBC
XRT
From
Benzinga
It’s the Economy That Matters: Inflation and More
April 17, 2023
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ITB
REZ
RSP
SPDR
Tags
iShares
XRT
SPY
From
ETF Trends
It’s the Economy That Matters: The Labor Market and More
April 10, 2023
Tickers
RSP
SPDR
SPY
XRT
Tags
ssga
XRT
SPY
From
ETF Trends
3 Undervalued Consumer Stocks to Buy in April
April 10, 2023
Tickers
DKS
HD
SBUX
XRT
Tags
HD
DKS
NYSEARCA:XRT,NASDAQ:SBUX,NYSE:HD,NYSE:DKS
From
InvestorPlace
The 3 Best Retail ETFs to Buy in April 2023
April 10, 2023
Tickers
IYK
ONLN
PEP
PG
Tags
PM
NYSEARCA:XRT,NYSARCA:IYK,NYSEARCA:ONLN,NYSE:PG,NASDAQ:PEP,NYSE:PM
PG
From
InvestorPlace
Bed Bath & Beyond stock sinks toward record low after sales warning, large equity offering
March 30, 2023
Tickers
BBBY
SPX
XRT
Tags
SPX
BBBY
XRT
From
MarketWatch
Nike's Momentum Confirmed In Earnings Report: Are Analysts Remaining Bullish?
March 22, 2023
Tickers
NKE
RETL
XRT
Tags
Price Target
Benzinga
Analyst Color
From
Benzinga
It’s the Economy That Matters: February Jobs Report and More
March 13, 2023
Tickers
SPDR
XRT
Tags
ssga
XRT
featured
From
ETF Trends
Cisco, Oil, Natural Gas And This ETF Feature On CNBC's 'Final Call'
February 13, 2023
Tickers
CSCO
XRT
Tags
Carter Worth
Markets
Jeff Mills
From
Benzinga
The ‘Mother of All Bubbles’ has popped. This strategist sees a Fed-fueled recession in 2023.
January 24, 2023
Tickers
AMZN
BTAL
COMP
GDX
Tags
DXY
SPX
GLD
From
MarketWatch
VettaFi Voices On: Retail Sentiment
December 02, 2022
Tickers
EBIZ
IBUY
ONLN
RTH
Tags
ONLN
XRT
IBUY
From
ETF Trends
Big Lots to address weak results with even lower prices: ‘We will own bargains and treasures’
December 01, 2022
Tickers
BIG
SPX
XRT
Tags
SPX
BIG
XRT
From
MarketWatch
The big winner of the holiday shopping season so far: Buy now, pay later
November 28, 2022
Tickers
AFRM
DECK
ELF
FL
Tags
XRT
LOW
TPR
From
MarketWatch
Retail Stocks Mixed On Black Friday Following Record Thanksgiving Day Sales: What You Need To Know
November 25, 2022
Tickers
ADBE
BBY
CRM
JWN
Tags
JWN
Cyber Monday
WMT
From
Benzinga
Apple Analyst's 9 Gift Recommendations For 2022 Holiday Season; Tesla's $30K EV And 2 More Items In 2023 Wishlist
November 25, 2022
Tickers
AAPL
HAS
LEGO
LULU
Tags
holiday gifts
Loup Funds
XRT
From
Benzinga
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