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What We Buy Currently
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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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Gold, The Big Winner Of Market Upheavals
April 11, 2025
Tickers
GLD
IEF
Tags
Market News
Bonds
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April 11, 2025
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April 11, 2025
Tags
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Trump Tariff Pause Ignites Another Mad Dash For Imports
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GLD
IEF
Tags
Bonds
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CPI Much Better Than Expected, Bond Market Reacts Poorly In Big Warning
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Tags
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Tags
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Trump dodged a disaster from the bond market, but the damage isn’t over yet
April 10, 2025
Tags
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Three Things That Spooked The Bond Market And Why Trump Blinked
April 10, 2025
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TLT
Tags
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From
TalkMarkets
March Inflation Rate Cools Far More Than Expected, Raises Hopes For Near-Term Fed Rate Cuts
April 10, 2025
Tickers
AAPL
ECON
QQQ
SPY
Tags
Econ #s
Top Stories
Donald Trump
From
Benzinga
Is The Bond Basis Trade Freaking Out The Bond Market?
April 10, 2025
Tickers
SPX
Tags
Market News
Bonds
Stocks / Equities
From
TalkMarkets
Rollercoaster week for global bonds continues as 'Trump put' sparks reversals
April 10, 2025
Tags
Markets
U/S/ Markets
Bonds
From
CNBC.com News
Trump 'Didn't Just Flinch, He Ducked' On Tariff Pause, Says Strategist Jessica Tarlov: Argues Bond Market Forced His Hand Amid Trillions In Market Losses
April 10, 2025
Tickers
NEWS
Tags
Equities
Market News
Bonds
From
Benzinga
Trump Pauses Tariffs After Yields Surge: 'Bond Vigilantes Hit Another Homerun,' Experts Point To Bond Market Panic For Reversal
April 10, 2025
Tickers
DJT
NEWS
QQQ
SPY
Tags
Markets
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From
Benzinga
10-Year Treasury yields fall after Trump's tariff reprieve
April 10, 2025
Tags
U/S/ Treasury bonds
Government debt
U/S/ Economy
From
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Bond Market Crisis Could Be Bigger Than The Stock Market Crash
April 10, 2025
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NEWS
Tags
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From
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Three Things – What Is Happening
April 09, 2025
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IEF
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Stocks Will Try To Hold Gains, But China Matters Most Now
April 09, 2025
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NDX
RH
SPX
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The Market Flirts With Dovish Dreams, While Bonds Start To Sweat
April 09, 2025
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IEF
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Tags
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Dot-com bust, 1987 crash had massive relief rallies similar to Wednesday's pop
April 09, 2025
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Stellar 10Y Auction Prices At 2nd Highest Stop Through On Record Despite Plunge In Directs
April 09, 2025
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Tags
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Trump Capitulates With A 90-Day Pause On Tariffs, Dow Jumps 2,200 Points
April 09, 2025
Tickers
DJI
IEF
NDX
SPX
Tags
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Bonds
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Why Fixed Income Deserves A Second Look In 2025
April 09, 2025
Tags
Bonds
Market News
From
TalkMarkets
Vanguard Bets On Active Bond Strategy With Launch Of Short Duration ETF
April 09, 2025
Tickers
VSDB
Tags
Stories That Matter
VSDB
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From
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