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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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U.S. stock futures slump on worries a Russian invasion of Ukraine is imminent
February 14, 2022
Tickers
COMP
SPX
Tags
ES00
DJIA
CL/1
From
MarketWatch
European stocks slump on worries over imminent Russia attack on Ukraine
February 14, 2022
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YM00
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AMC
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U.S. stock futures point to further losses after inflation shock
February 11, 2022
Tickers
COMP
SPX
Tags
ES00
DJIA
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From
MarketWatch
U.S. stock futures mostly lower as investors wait for consumer price index report
February 10, 2022
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DIS
KO
PEP
Tags
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European stocks struggle on mega earnings day as Siemens, AstraZeneca, SocGen and Unilever report
February 10, 2022
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Wall Street heads for more gains as bond selloff takes a breather, with more earnings on the way
February 09, 2022
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COMP
CVS
DIS
Tags
UK:UKX
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COMP
From
MarketWatch
Technology stocks lead European markets higher as bond yields continue to ease
February 09, 2022
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GSK
Tags
GBPUSD
YM00
XX:SXXP
From
MarketWatch
Forecaster who called bitcoin’s ‘skyscraper’ top says this company remains the smartest digital/fintech play
February 08, 2022
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AAPL
AMC
AMZN
BABA
Tags
DWAC
CL00
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From
MarketWatch
U.S. stock futures edge higher as 10-year yield closes in on 2%
February 08, 2022
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COMP
NVDA
SPX
VIX
Tags
COMP
BX:TMUBMUSD10Y
NQ00
From
MarketWatch
Crypto is like hydrogen, this JPMorgan strategist says, with valuations in both ahead of reality
February 07, 2022
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AMC
AMZN
BABA
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U.S. stock futures perch lower amid growing chances of half-point hike in March
February 07, 2022
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COMP
SPX
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ES00
DJIA
YM00
From
MarketWatch
Wall Street stocks poised for a rebound after blowout Amazon and Snap results, as jobs data loom
February 04, 2022
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Forecaster Yves Lamoureux has nailed several big market downturns. Here’s why he’s now turning bullish on stocks.
February 03, 2022
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Futures point to end of four-session Wall Street winning run after Meta Platforms’ major miss
February 03, 2022
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COMP
FB
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A few more stock pullbacks, and then a big one, are coming, warns this manager. Here’s how investors should prepare.
February 02, 2022
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AMC
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Alphabet’s surge drives U.S. stock futures higher
February 02, 2022
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COMP
FB
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MarketWatch
Stock futures point to wobbly February start for Wall Street as data, earnings loom
February 01, 2022
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AMD
COMP
GM
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January 31, 2022
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AMZN
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Nasdaq futures gain as Dow futures ease after wild week in markets
January 31, 2022
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COMP
SPX
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YM00
NQ00
SPX
From
MarketWatch
Stock futures slip Sunday after a wild week on Wall Street
January 30, 2022
Tickers
COMP
SPX
Tags
YM00
COMP
SPX
From
MarketWatch
U.S. stock futures higher as Apple results bolster Wall Street’s mood
January 28, 2022
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AAPL
CAT
CL
COMP
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YM00
CVX
CL
From
MarketWatch
S&P 500 would need to drop another 20% to get the Fed’s attention, says co-CIO at Ray Dalio’s Bridgewater
January 27, 2022
Tickers
AAPL
AMC
BABA
CMCSA
Tags
YM00
FB
MCD
From
MarketWatch
Wall Street flails for direction after Powell’s ‘kick to the teeth’ on interest rates
January 27, 2022
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AAPL
COMP
LRCX
SPX
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DJIA
ES00
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From
MarketWatch
Dow futures sink more than 400 points after Fed meeting
January 26, 2022
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AAPL
CMCSA
COMP
DB
Tags
MA
CMCSA
INTC
From
MarketWatch
U.S. stock futures climb ahead of Fed outcome, more earnings
January 26, 2022
Tickers
ABT
BA
COMP
GD
Tags
ES00
DJIA
NQ00
From
MarketWatch
Value-stock dominated FTSE claws back losses after global equity rout
January 25, 2022
Tickers
BP
HSBC
LYG
RDS-A
Tags
RDS/A
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From
MarketWatch
These five signals will tell you when the Wall Street correction is over, says veteran strategist
January 25, 2022
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AAPL
AMC
AMZN
AXP
Tags
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JP:NIK
NIO
From
MarketWatch
Buckle up: U.S. stock futures sink after wild day on Wall Street
January 24, 2022
Tickers
COMP
SPX
Tags
COMP
SPX
NQ00
From
MarketWatch
What happened to ‘buy the dip’? Wall Street’s terrible start may just be bad enough to tempt in some buyers, says strategist.
January 24, 2022
Tickers
AAPL
AMC
COMP
GME
Tags
ES00
YM00
TWTR
From
MarketWatch
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