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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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U.S. stock futures held back as 10-year surpasses 2.50%
March 28, 2022
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March 23, 2022
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March 23, 2022
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March 22, 2022
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March 21, 2022
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U.S. stock futures lose ground after best weekly gain in more than a year
March 21, 2022
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SPX
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From
MarketWatch
Stock futures turn lower, with options expirations looming, as indexes set for best week since November 2020
March 18, 2022
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DJIA
SPX
Tags
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Look for this group of stocks to surge when risk aversion fades, says fund manager, who offers five stock ideas
March 16, 2022
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Dow futures climb nearly 300 points as China moves, Fed decision in the spotlight
March 16, 2022
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The way we were — what’s behind JPMorgan’s latest upbeat stock market view
March 15, 2022
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U.S. stock futures decline on China worries as Fed kicks off deliberations
March 15, 2022
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March 15, 2022
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March 14, 2022
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U.S. stock futures bounce higher after rough stretch for equities
March 14, 2022
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U.S. stock futures rise cautiously as Russia broadens campaign in Ukraine
March 11, 2022
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U.S. stock futures drop ahead of CPI, with oil prices rising, no progress in Ukraine-Russia talks
March 10, 2022
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European stocks give back gains as ECB meeting looms; Goldman Sachs cuts growth outlook over Ukraine
March 10, 2022
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‘We can’t stay in a state of panic.’ Forecaster who predicted a series of rolling bear markets has just turned bullish.
March 09, 2022
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Dow futures jump more than 400 points on hopes for Russia-Ukraine talks
March 09, 2022
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European stocks rally as Ukraine’s president cools to NATO membership
March 09, 2022
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Stocks could be headed for a mid-March bottom, if this historical pattern holds up
March 08, 2022
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U.S. stock futures pause after Nasdaq heads into bear market
March 08, 2022
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Warren Buffett says never to hold money during a war. Here’s a stagflation playbook for stocks.
March 07, 2022
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Dow futures fall nearly 500 points as U.S. and allies weigh Russian oil import ban
March 07, 2022
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From
MarketWatch
European stocks pounded as oil spikes on possible ban on Russian imports
March 07, 2022
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From
MarketWatch
U.S. stock futures sink Sunday as U.S. and its allies consider ban on Russian oil imports
March 06, 2022
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COMP
DJIA
SPX
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‘The one big surprise in this report was average hourly earnings, which were unchanged’ — economists react to February jobs report
March 04, 2022
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From
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