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home
about us
Investment Approach
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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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Client Information
Client Contact with Portfolio Manager(s)
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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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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Wednesday's big CPI inflation report could mark a change in thinking for the Fed
August 13, 2024
Tags
US Economy
Economy
Consumer Price Index
From
CNBC.com News
Tech Stocks Soar, Treasury Yields Fall On Cool Inflation Data; Starbucks Rockets, Chipotle Plummets: What's Driving Markets Tuesday?
August 13, 2024
Tickers
CMG
DIA
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ECON
Tags
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From
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Wall Street Set To Rally On Mild Producer Inflation Data As Traders Boost Bets On Bigger Fed Rate Cut: 5 ETFs To Watch Tuesday
August 13, 2024
Tickers
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GLD
IWM
QQQ
Tags
Stories That Matter
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Macro Economic Events
From
Benzinga
Producer Prices Slow More Than Expected In July, Bolster Fed Rate Cut Wagers
August 13, 2024
Tickers
ECON
IWM
PPI
QQQ
Tags
PPI
Economics
ETFs
From
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Japan to benefit from a stronger yen and unwinding of carry trade, Monex Group's Koll says
August 13, 2024
Tags
Bank of Japan
Japanese yen
Markets
From
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Trump, Vance double down on call for presidential influence on Fed policy
August 12, 2024
Tags
Politics
Central Banks
Central banking
From
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Trump's Battle With Interest Rates: Did He Sway Fed Policy As President?
August 12, 2024
Tickers
NEWS
Tags
Joe Biden
Donald Trump
Stories That Matter
From
Benzinga
How bond experts recommend positioning for lower interest rates
August 12, 2024
Tags
Stock markets
Personal investing
U/S/ Markets
From
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Bear market is coming in 2025, warns David Roche, but the Fed will step in before it turns 'draconian'
August 12, 2024
Tags
Economy
Markets
The Fed
From
CNBC.com News
Harris knocks Trump's Fed comments: 'I would never interfere’ in central bank decisions
August 10, 2024
Tags
The Fed
Government and politics
Inflation
From
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S&P 500 Erases Weekly Losses, Nasdaq 100 Ends 4-Week Slide As Bulls Regain Momentum: Friday's Stock Movers At The Close
August 09, 2024
Tickers
AKAM
EXPE
LLY
MNST
Tags
Tom Barkin
TTWO
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From
Benzinga
Dollar-Yen Volatility Sparks Debate Over Carry Trade Positioning: 'We Maintain A Structurally Bearish Yen View,' Analyst Says
August 09, 2024
Tickers
ECON
FXY
Tags
Trade Nation
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From
Benzinga
Wall Street Takes Roller Coaster Ride As Economic Data Shifts; Mortgage Rates Decline; Trump Pressures Fed On Rate Cuts: This Week In The Markets
August 09, 2024
Tickers
ECON
SPY
TECH
Tags
Interest Rates
ETFs
Equities
From
Benzinga
Trump Wants A Say In Interest Rate Decisions Made By Federal Reserve: 'I Think I Have A Better Instinct'
August 08, 2024
Tickers
JPM
NEWS
Tags
Benzinga
Shivdeep Dhaliwal
Market News
From
Benzinga
Jeremy Siegel backs off on calls for the Fed to do an emergency interest rate cut
August 08, 2024
Tags
US: News
Interest Rates
Breaking news
From
CNBC.com News
Mortgage Rates Fall To Lowest Level In Over A Year, Ease Pressure On Homebuyers: 'Good News For Home Price Appreciation'
August 08, 2024
Tickers
ECON
MORT
REIT
REM
Tags
REM
Mid Cap
Sector ETFs
From
Benzinga
Tech Stocks Rally After 5-Day Slump As Recession Panic Eases: Nasdaq 100 Movers To Watch Thursday
August 08, 2024
Tickers
AAPL
ARM
AVGO
CDNS
Tags
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Econ #s
MCHP
From
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Average consumer now carries $6,329 in credit card debt. 'People are stretched,' experts says
August 08, 2024
Tags
Interest Rates
Credit Cards
Personal finance
From
CNBC.com News
Weekly Unemployment Claims Decline More Than Expected, Cool Recession Concerns: Stocks Rebound
August 08, 2024
Tickers
ECON
SPY
Tags
Economics
labor market
ETFs
From
Benzinga
CNBC Daily Open: Wall Street rebound fizzles out
August 08, 2024
Tickers
GOLD
JOBS
Tags
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Movies
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From
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CNBC Daily Open: Wall Street rebound fizzles out
August 07, 2024
Tickers
GOLD
JOBS
Tags
Gold
Asia News
Asia Markets
From
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Wall Street Ends Wednesday In The Red As Risk Sentiment Remains Fragile: S&P 500 Movers At The Close
August 07, 2024
Tickers
ABNB
AXON
CRL
FTNT
Tags
Benzinga
Small Cap
IWM
From
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Traders Resume Yen-Dollar Carry Trade As Bank of Japan Pledges No Rate Hikes During Market Volatility
August 07, 2024
Tickers
ASIA
ECON
FXY
Tags
Econ #s
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Mortgage Rates Fall To 15-Month Lows, Boost Homebuyer Demand As Federal Reserve Hints At Rate Cuts
August 07, 2024
Tickers
AHR
CHCT
ECON
HHH
Tags
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Benzinga
AHR
From
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