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home
about us
Investment Approach
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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
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Gold prices under pressure as dollar and bond yields rise
October 06, 2021
Tags
GC00
YM00
DXY
From
MarketWatch
U.S. stock futures point lower, with fresh pressure for tech as bond yields rise
October 06, 2021
Tickers
COMP
PLTR
SPX
Tags
HK:HSI
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BX:TMUBMUSD10Y
From
MarketWatch
Nasdaq futures climb after tech sector pounding on Monday
October 05, 2021
Tickers
COMP
FB
SPX
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FB
COMP
NQ00
From
MarketWatch
Buy the dip has failed. Here’s what investors need to do next, says Morgan Stanley.
October 04, 2021
Tickers
BNTX
FB
TSLA
Tags
NG00
BNTX
ES00
From
MarketWatch
U.S. stock futures resume downward path on heightened uncertainties
October 04, 2021
Tickers
COMP
SPX
Tags
HK:3333
ES00
DJIA
From
MarketWatch
New quarter set to begin with losses for Wall Street as U.S. stock futures fall
October 01, 2021
Tickers
FIVN
ZM
Tags
FIVN
ES00
ZM
From
MarketWatch
U.S. stock futures point to gains on the last trading day of September
September 30, 2021
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KMX
MKC
SPCE
Tags
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KMX
UK:BRN00
From
MarketWatch
Congress races to prevent government shutdown with planned Thursday votes
September 30, 2021
Tags
YM00
From
MarketWatch
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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AMZN
APP
BIDU
BILI
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JD
AMZN
PINS
From
MarketWatch
Stock futures rebound after S&P 500’s worst day in four months
September 29, 2021
Tickers
COMP
LCID
MU
SPX
Tags
BX:TMUBMUSD10Y
NQ00
SPX
From
MarketWatch
These sectors are looking so cheap that ESG considerations will have to be put on standby, strategist says
September 28, 2021
Tickers
FB
MRK
XLRN
Tags
UK:BRN00
GC00
BX:TMUBMUSD30Y
From
MarketWatch
Nasdaq futures retreat as bond yields back up and energy prices surge
September 28, 2021
Tickers
COMP
SPX
Tags
DJIA
NG00
ES00
From
MarketWatch
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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AZN
COUP
CSCO
DASH
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DASH
BX:TMUBMUSD10Y
DIS
From
MarketWatch
U.S. stock futures rise as traders continue to flee bonds
September 27, 2021
Tickers
COMP
COST
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
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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COST
NKE
PFE
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NKE
HK:3333
BTCUSD
From
MarketWatch
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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COST
HK:3333
NKE
From
MarketWatch
U.S. stock futures climb after Fed signals support may start to ease
September 23, 2021
Tickers
AAPL
COMP
F
INTC
Tags
UK:UKX
XX:000300
CL00
From
MarketWatch
Wall Street aims to break a string of losses as some Evergrande worries ease and Fed meeting looms
September 22, 2021
Tickers
COMP
DIS
DKNG
FDX
Tags
DKNG
UK:ENT
SFIX
From
MarketWatch
JPMorgan says buy that S&P 500 dip, but you might want to look at this chart first
September 21, 2021
Tickers
ATVI
JNJ
MUFG
SPX
Tags
ES00
NGV21
ATVI
From
MarketWatch
Futures point to Wall Street recovery after worst day for S&P 500 in four months
September 21, 2021
Tickers
COMP
SPX
Tags
HK:3333
ES00
DJIA
From
MarketWatch
Crypto tumble overshadows bitcoin’s bullish bid for ‘golden cross,’ amid China contagion fear
September 20, 2021
Tickers
BITCOMP
COMP
SPX
USD-BITSTAMP
Tags
YM00
ETHUSD
bitcoin
From
MarketWatch
Dow futures drop 300 points as China property fears grow
September 20, 2021
Tickers
COMP
SPX
Tags
YM00
NQ00
SPX
From
MarketWatch
U.S. stock futures struggle as options expiries loom and S&P 500 fights to hold on to a weekly gain
September 17, 2021
Tickers
COMP
IVZ
MRNA
PFE
Tags
GC00
PFE
MRNA
From
MarketWatch
Philly Fed factory index jumps in September as price pressures ease slightly
September 16, 2021
Tags
ES00
YM00
From
MarketWatch
Emotional AI and other ‘moonshot’ technologies could grow to $6 trillion market by 2030, says Bank of America
September 16, 2021
Tickers
CF
CSCO
MRNA
PFE
Tags
YM00
MRNA
PFE
From
MarketWatch
U.S. stock futures edge lower before retail sales report
September 16, 2021
Tickers
CF
COMP
MRNA
SPX
Tags
DJIA
ES00
CF
From
MarketWatch
U.S. stock futures point to a bounce ahead of more economic data
September 15, 2021
Tickers
COMP
LVS
MGM
MSFT
Tags
MSFT
HK:1928
LVS
From
MarketWatch
Morgan Stanley says the fundamentals on uranium haven’t changed. Here’s why the rally may soon falter.
September 14, 2021
Tickers
AAPL
CCJ
GBTC
ORCL
Tags
PAZ21
AAPL
PLV21
From
MarketWatch
U.S. stock futures edge higher ahead of inflation data that could show core measure of prices cooling
September 14, 2021
Tickers
AAPL
COMP
ORCL
SPX
Tags
CN:SHCOMP
DJIA
HK:3333
From
MarketWatch
There’s a growing wall of worry developing for stocks to climb, says Deutsche Bank
September 13, 2021
Tickers
AAPL
BABA
BX
NTES
Tags
HK:2400
HK:9988
AAPL
From
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