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Team Biographies
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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
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
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Stock futures point higher, but travel stocks pressured after weekend of COVID holiday disruptions
December 27, 2021
Tickers
AAL
CCL
COMP
DAL
Tags
COMP
XX:SXXP
NQ00
From
MarketWatch
These wild market forecasts have a 50% chance of happening in 2022, says hedge-fund investor
December 23, 2021
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AMC
AMZN
AZN
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From
MarketWatch
S&P 500 hints at a run toward all-time highs as futures rise in final session before Christmas
December 23, 2021
Tickers
AZN
COMP
SPX
Tags
COMP
NQ00
UK:UKX
From
MarketWatch
Why growth and dividend stocks will be hot items for 2022, along with these super-productive companies
December 22, 2021
Tickers
AAPL
AMC
CDNS
CRWD
Tags
JP:NIK
XX:000300
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From
MarketWatch
Stock futures point to slight losses for Wall Street after a volatile start to Christmas week
December 22, 2021
Tickers
COMP
SPX
Tags
COMP
YM00
CLG22
From
MarketWatch
An economic chill fueled by omicron may stick around. These stocks are your best defense, says Morgan Stanley.
December 21, 2021
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AMC
GME
MU
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GME
YM00
TSLA
From
MarketWatch
Stock futures point to a bounce as investors continue to gauge omicron and Washington politics
December 21, 2021
Tickers
COMP
Tags
DJIA
UK:BRN00
CL00
From
MarketWatch
Europe stocks slide as COVID worries swamp investors
December 20, 2021
Tickers
AZN
BP
RDS-A
SAP
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XX:SXXP
ES00
DX:DAX
From
MarketWatch
Dow futures slide nearly 300 points as market worries mount
December 19, 2021
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COMP
SPX
Tags
SPX
ES00
UK:BRN00
From
MarketWatch
U.S. stock futures trade mixed, with tech pointing lower again as Fed decision looms
December 15, 2021
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COMP
SPX
Tags
NQ00
DJIA
YM00
From
MarketWatch
U.S. stock futures mixed as Fed meeting kicks off, omicron variant worries simmer
December 14, 2021
Tickers
COMP
SPX
Tags
NQ00
YM00
COMP
From
MarketWatch
U.S. stock futures point to more Wall Street records as focus shifts to central bank meetings
December 13, 2021
Tickers
SPX
Tags
NQ00
YM00
SPX
From
MarketWatch
U.S. stock futures inch up as investors brace for consumer price data
December 10, 2021
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AVGO
CHWY
COMP
ORCL
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COMP
YM00
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Instead of chasing momentum stocks into the graveyard, do this instead, strategist says
December 07, 2021
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AAPL
AMC
ARKK
BABA
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AMC
From
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Dow futures jump nearly 300 points as rebound from omicron worries continues
December 07, 2021
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COMP
GSK
INTC
SPX
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DJIA
ES00
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MarketWatch
U.S. stock futures mixed as traders await key virus and inflation news
December 06, 2021
Tickers
COMP
SPX
Tags
ES00
SPX
DJIA
From
MarketWatch
U.S. stock futures slightly lower as investors await key payrolls report
December 03, 2021
Tickers
COMP
DIDI
SPX
Tags
CL00
DJIA
UK:BRN00
From
MarketWatch
The omicron panic is overdone. Buy the dips in these stocks, says JPMorgan.
December 02, 2021
Tickers
AAPL
GME
GSK
TSLA
Tags
WE
UK:GSK
GME
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MarketWatch
Dow futures swing higher as markets grapple with omicron and interest-rate uncertainty
December 02, 2021
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COMP
SPX
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COMP
YM00
NQ00
From
MarketWatch
The liquidity wave carrying stocks will continue even after the Powell Pivot, this analyst argues. Here’s why.
December 01, 2021
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CRM
HPE
MRNA
PFE
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CRM
MRNA
HPE
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MarketWatch
December set to start with gains, as Dow futures jump 300 points after selloff
December 01, 2021
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COMP
MRNA
SPX
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HK:HSI
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Gold prices rise as omicron worries persist, but $1,800 stays out of reach
November 30, 2021
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MRNA
Tags
GCZ21
SI00
PAH22
From
MarketWatch
JPMorgan’s S&P 500 forecast for 2022 is among the most bullish on Wall Street. Here’s the biggest risk it sees for stocks.
November 30, 2021
Tickers
AAL
BKR
DAL
DIS
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SPX
CL00
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From
MarketWatch
‘This is not going to be good’ — Moderna CEO on what scientists are telling him about the omicron coronavirus variant
November 30, 2021
Tickers
MRNA
Tags
YM00
MRNA
From
MarketWatch
European stocks, U.S. futures reel again from omicron variant fears
November 30, 2021
Tickers
MRNA
Tags
XX:SXEP
UK:UKX
XX:SXXP
From
MarketWatch
Stock futures tumble anew as Moderna CEO predicts existing vaccines will be less effective against omicron variant
November 30, 2021
Tickers
BNTX
COMP
MRNA
PFE
Tags
COMP
CLF22
USDJPY
From
MarketWatch
‘Trapped’ investors, here’s your chance to escape one overplayed group of stocks, says strategist
November 29, 2021
Tickers
AMZN
PTON
TGT
WMT
Tags
TGT
ES00
DXY
From
MarketWatch
U.S. health officials urge caution, but not panic, over omicron variant
November 28, 2021
Tags
ES00
YM00
NQ00
From
MarketWatch
U.S. stock futures rise following Friday’s omicron-sparked selloff
November 28, 2021
Tickers
COMP
SPX
Tags
COMP
YM00
NQ00
From
MarketWatch
Major cryptocurrencies tumble amid concern about new COVID variant
November 26, 2021
Tags
ETHUSD
SOLUSD
DOGEUSD
From
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