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What We Buy Currently
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Turnkey Operation Platform
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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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This European company doubled its value in just six weeks
December 11, 2023
Tickers
ADYEY
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November 06, 2023
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October 30, 2023
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October 11, 2023
Tags
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Close your equity hedge and go overweight European stocks, says Deutsche Bank
October 10, 2023
Tags
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September 08, 2023
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XX:SXXP
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BX:TMBMKGB/10Y
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August 01, 2023
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July 31, 2023
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July 26, 2023
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July 20, 2023
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ECB delivers half-point rate hike in face of banking worries
March 16, 2023
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XX:SXXP
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MarketWatch
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March 16, 2023
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AAPL
AMC
AMZN
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Tags
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From
MarketWatch
Here’s why a failure of Credit Suisse matters to U.S. investors.
March 15, 2023
Tickers
CS
DB
DJIA
SAN
Tags
XX:SXXP
DB
XX:SX7P
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MarketWatch
This fund has increased its dividend for 56 straight years. Now it’s snapping up GE.
March 09, 2023
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AAPL
AMC
AMZN
BBBY
Tags
AMZN
GOOGL
BR:PETR4
From
MarketWatch
ECB rate pressures grow ahead of eurozone inflation data
March 01, 2023
Tags
XX:SX7E
BX:TMBMKDE/02Y
EURUSD
From
MarketWatch
FTSE 100 hits fresh record above 8,000 on weak pound and renewed demand for energy stocks
February 16, 2023
Tickers
BBEU
SPX
VGK
Tags
VGK
GBPUSD
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From
MarketWatch
ECB delivers half-point rate hike and plans another in March
February 02, 2023
Tags
BX:TMBMKDE/10Y
EURUSD
XX:SXXP
From
MarketWatch
Lagarde tells traders they are wrong to bet on slower pace of ECB interest rate rises
January 19, 2023
Tags
EURUSD
XX:SXXP
BX:TMBMKDE/10Y
From
MarketWatch
The 1980s was the blueprint for the upcoming disinflation cycle and these are the stocks for it, strategists say
January 19, 2023
Tickers
AA
AAL
AAPL
AEP
Tags
TJX
AEP
WM
From
MarketWatch
Large-cap stocks with high international exposure outperform domestics on optimism about non-U.S. equities
January 17, 2023
Tickers
COMP
DJIA
SPX
Tags
XX:SXXP
SPX
DJIA
From
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