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home
about us
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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
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
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More than two-thirds of European actively managed funds underperformed benchmark, report says
October 12, 2021
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XX:SXXP
From
MarketWatch
JPMorgan puts these two European energy giants on ‘catalyst watch’ ahead of earnings
October 11, 2021
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UK:RDSB
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From
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Stock futures struggle ahead of jobs data and as bond yields creep higher
October 08, 2021
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NDX
SPX
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From
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Natural gas prices on the rise again in Europe, following brief respite from pledge of Russian help
October 08, 2021
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BP
RDS-A
SAP
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FR:PX1
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From
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These three big risks matter most for stocks right now, and these are the red flags to watch
October 07, 2021
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From
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European stocks gain at the open on U.S. debt limit progress and Asian tech recovery
October 07, 2021
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SPX
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SPX
HK:HSI
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From
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European stocks stumble amid wild swings for natural gas prices as Russia promises to help
October 06, 2021
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From
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U.S. stock futures point lower, with fresh pressure for tech as bond yields rise
October 06, 2021
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COMP
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SPX
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GC00
JP:NIK
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From
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Banks lead European stocks higher
October 05, 2021
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From
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BT shares skid on report Sky may back rival fiber investment
October 04, 2021
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Bank of America turns bearish on European stocks, sees ‘anti-goldilocks’ shift ahead
October 01, 2021
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New quarter set to begin with losses for Wall Street as U.S. stock futures fall
October 01, 2021
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European stocks set for weakest monthly return in a year, as dollar steamrolls over the euro
September 30, 2021
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U.S. stock futures point to gains on the last trading day of September
September 30, 2021
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From
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Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now. These are the best, says Citi.
September 30, 2021
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APP
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From
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AstraZeneca and ASML lead European stocks on a rebound after Wall-Street induced rout
September 29, 2021
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AZN
BP
COMP
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UK:RMG
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From
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Stock futures rebound after S&P 500’s worst day in four months
September 29, 2021
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COMP
LCID
MU
SPX
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MU
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JP:NIK
From
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These sectors are looking so cheap that ESG considerations will have to be put on standby, strategist says
September 28, 2021
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FB
MRK
XLRN
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ES00
MRK
BX:TMUBMUSD10Y
From
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The surge in European gas prices is tied to the Asian shortfall in coal supply, strategist says
September 28, 2021
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XX:SXXP
BX:TMUBMUSD10Y
From
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Get ready for growth stocks to come roaring back to life says this top-performing manager. Here are his picks.
September 27, 2021
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COUP
CSCO
DASH
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TSLA
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From
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Rally fades for Europe stocks as German elections loom and Evergrande worries persist
September 24, 2021
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NKE
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From
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The S&P 500 has to hold this line in the sand or risk a terrifying plunge, says strategist
September 24, 2021
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PFE
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ES00
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From
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Nasdaq-100 leads U.S. stock futures lower as bond yields rise and Evergrande concerns simmer
September 24, 2021
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COMP
COST
NKE
SPX
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JP:NIK
GC00
HK:3333
From
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Europe stocks stretch win streak to four, but PMI data show slowdown lurking
September 23, 2021
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CF
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HK:3333
UK:BP
DX:DAX
From
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U.S. stock futures climb after Fed signals support may start to ease
September 23, 2021
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AAPL
COMP
F
INTC
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UK:UKX
CL00
XX:000300
From
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European stocks climb in second day bounce with banks and miners in the lead
September 22, 2021
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BP
DKNG
HSBC
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RDS/A
UK:RDSA
TTE
From
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Wall Street aims to break a string of losses as some Evergrande worries ease and Fed meeting looms
September 22, 2021
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COMP
DIS
DKNG
FDX
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JP:NIK
GC00
UK:ENT
From
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European stocks rebound with Universal Music Group soaring in its debut
September 21, 2021
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COMP
SPX
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DX:DAX
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From
MarketWatch
‘Dead duck’s mouth’ — CEO of China Evergrande’s leaked letter to employees gets panned on social media
September 21, 2021
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SPX
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From
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Futures point to Wall Street recovery after worst day for S&P 500 in four months
September 21, 2021
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COMP
SPX
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DJIA
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From
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