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home
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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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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
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RSVP-Signup Form
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U.S. stock futures point to third straight drop on Wall Street
August 03, 2023
Tickers
AAPL
AMD
AMZN
COMP
Tags
AMD
COMP
NQ00
From
MarketWatch
Stock futures slide after Fitch’s U.S. downgrade sours the market mood
August 02, 2023
Tickers
CG
COMP
CVS
DJIA
Tags
HUM
CG
SHOP
From
MarketWatch
U.S. stock futures start August on the back foot after five-month winning streak
August 01, 2023
Tickers
CAT
COMP
DJIA
PFE
Tags
DJIA
ES00
TAP
From
MarketWatch
Stock futures steady as Wall Street eyes five-month winning streak
July 31, 2023
Tickers
CNA
COMP
DJIA
ON
Tags
DJIA
ON
ES00
From
MarketWatch
U.S. stock futures bounce back with two key inflation gauges on tap
July 28, 2023
Tickers
COMP
DJIA
PG
SPX
Tags
BX:TMBMKJP/10Y
ES00
DJIA
From
MarketWatch
Dow futures point to 14th gain in a row as Nasdaq 100 futures jump
July 27, 2023
Tickers
CMCSA
COMP
DJIA
INTC
Tags
MCD
COMP
NQ00
From
MarketWatch
Stock futures struggle for direction as traders await Fed comments
July 26, 2023
Tickers
BA
COMP
DJIA
EBAY
Tags
LRCX
BA
MSFT
From
MarketWatch
Dow strives for 12th day of gains as Microsoft and Alphabet earnings loom
July 25, 2023
Tickers
BA
COMP
DJIA
GE
Tags
YM00
MMM
COMP
From
MarketWatch
Dow looks to extend winning streak as central bank decisions and raft of earnings loom
July 24, 2023
Tickers
COMP
DJIA
DPZ
GOOG
Tags
YM00
SPX
NQ00
From
MarketWatch
U.S. equity futures point higher after tech stock stumble
July 21, 2023
Tickers
AXP
COMP
DJIA
IBM
Tags
TSM
DJIA
ES00
From
MarketWatch
Nasdaq futures slide as Tesla and Netflix results damp earnings optimism
July 20, 2023
Tickers
AAL
BX
COF
COMP
Tags
JNJ
ES00
AAL
From
MarketWatch
Wall Street eyes best open in 15 months amid earnings optimism
July 19, 2023
Tickers
COMP
DJIA
DJT
GS
Tags
USB
DJIA
ES00
From
MarketWatch
Extreme weather may douse sizzling stock market, warns Schwab strategist
July 18, 2023
Tickers
AAPL
AMC
AMZN
BAC
Tags
ES00
PLTR
BX:TMUBMUSD10Y
From
MarketWatch
Futures show stocks holding near 15-month highs as earnings season accelerates
July 18, 2023
Tickers
BAC
BK
COMP
DJIA
Tags
BAC
SCHW
ES00
From
MarketWatch
The ‘S&P 500 is hot, the Nasdaq is even hotter,’ says strategist. How traders are bracing for a pullback.
July 17, 2023
Tickers
AAPL
AMC
AMZN
ARKK
Tags
XX:SP600/45
ATVI
ES00
From
MarketWatch
U.S. stock futures struggle for momentum as China data weighs on sentiment
July 17, 2023
Tickers
BAC
COMP
DJIA
FBK
Tags
HG00
FBK
NFLX
From
MarketWatch
Microsoft soars toward a record high after UBS turns bullish amid AI ‘enthusiasm’
July 14, 2023
Tickers
DJIA
MSFT
NDX
Tags
NDX
DJIA
YM00
From
MarketWatch
The market has $11 trillion worth of ‘Magnificent 7’ questions. BofA’s Subramanian has the answers.
July 14, 2023
Tickers
AAPL
AMC
AMZN
C
Tags
CL/1
AMC
BX:TMUBMUSD30Y
From
MarketWatch
U.S. stock futures inch lower as JPMorgan and other banks get ready to report
July 14, 2023
Tickers
BLK
C
COMP
DJIA
Tags
WFC
BLK
C
From
MarketWatch
These three EV makers, not Tesla, are about to eat everyone else’s lunch, says Morgan Stanley
July 13, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
ES00
XPEV
BILI
From
MarketWatch
U.S. stock futures signal fresh 15-month high amid cooling inflation optimism
July 13, 2023
Tickers
C
COMP
DAL
JPM
Tags
YM00
COMP
SPX
From
MarketWatch
Stock futures rise as traders bet data to show cooling inflation
July 12, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
COMP
From
MarketWatch
Salesforce’s stock gets a lift as company announces rare price increases
July 11, 2023
Tickers
CRM
DJIA
MMM
Tags
YM00
DJIA
CRM
From
MarketWatch
Howard Marks says he’s made five great market calls in his career. Here’s how he did it.
July 11, 2023
Tickers
AAPL
ADT
AMC
AMZN
Tags
WFC
ES00
ADT
From
MarketWatch
Stock futures steady and bond yields dip as inflation data looms
July 11, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
NQ00
SPX
From
MarketWatch
It’s time to pause on U.S. stocks, say Citigroup strategists. They say invest in these places instead.
July 10, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
AMC
DAL
CL/1
From
MarketWatch
U.S. stock futures retreat as inflation data and earnings season loom
July 10, 2023
Tickers
C
DJIA
JPM
SPX
Tags
C
CL00
WFC
From
MarketWatch
Don’t fear the bond yield spike, stocks can rally more, reckons this analyst
July 07, 2023
Tickers
AMC
BABA
BUD
GME
Tags
TSM
ES00
META
From
MarketWatch
U.S. stock futures ease ahead of jobs report
July 07, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
YM00
From
MarketWatch
A generational wealth period awaits for investors ready to buy this neglected sector, says strategist
July 06, 2023
Tickers
AAL
AAPL
AMC
AMZN
Tags
XOP
FR:KER
COST
From
MarketWatch
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