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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
Services, Fees and Compensation
Client Information
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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
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Back Dated Performance Reports
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EVENTS
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Is The U.S. Economy Already In A Recession?
July 06, 2022
Tickers
SPY
Tags
Ethan Harris
Analyst Ratings
SPY
From
Benzinga
Employment Secured: Americans Could Rotate Into These 12 Jobs During A Recession
July 06, 2022
Tickers
GS
JOBS
Tags
jobs
Education
Recession
From
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Australia risks recession and housing downturn after third rate hike
July 06, 2022
Tags
Recession
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From
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Bonds flash recession warning light as key part of the yield curve inverts again
July 05, 2022
Tags
Economy
U/S/ Markets
Breaking News: Markets
From
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74% of consumers are concerned about a recession: 5 steps you can take now to prepare
July 05, 2022
Tags
Personal debt
Economy
US Economy
From
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Some experts say a recession is coming. Here's how to prepare your portfolio
July 02, 2022
Tags
Recession
Retirement planning
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S&P 500 Posts Worst First Half Loss Since 1970: What It Means And What Could Be Next
July 01, 2022
Tickers
SPY
Tags
Market News
ETFs
Ryan Detrick
From
Benzinga
Apple, Microsoft, Disney And American Express Continue To Plummet: Dow Jones Index Has Worst First Half In Decades
July 01, 2022
Tickers
AXP
DIS
MSFT
SPY
Tags
General
News
AXP
From
Benzinga
Atlanta Fed GDP tracker shows the U.S. economy is likely in a recession
July 01, 2022
Tags
Inflation
Recession
Breaking news
From
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Here are 3 ways to deal with inflation, rising rates and your credit
June 29, 2022
Tags
Credit Ratings
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If You Invested $1,000 In SPY At The End Of The Last Recession, Here's How Much You Have Now
June 28, 2022
Tickers
SPY
Tags
BEAR STEARNS
market correction
Broad U/S/ Equity ETFs
From
Benzinga
EXCLUSIVE: Former Bridgewater Associate Andy Constan Talks Recession Odds, Capturing A Macro Edge
June 28, 2022
Tickers
GDP
TWTR
Tags
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Bridgewater Associates
Recession
From
Benzinga
'Real Estate Always Does Pretty Well During A Recession' Suze Orman Doesn't See Real Estate Prices Going Down
June 28, 2022
Tags
Benzinga
Recession
Real Estate
From
Benzinga
Op-ed: Hiring freezes have started and job losses are coming. Take these 5 steps now to get your finances ready
June 28, 2022
Tags
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Redfin Corp
From
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Are We In A Recession? Google Searches Hitting Record Level For Financial Term
June 24, 2022
Tickers
ARKK
GDP
GOOG
GOOGL
Tags
GOOG
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From
Benzinga
Worried about an economic downturn? Here’s what you can expect in a typical recession, according to economists
June 24, 2022
Tickers
JOBS
Tags
Personal Finance
Inflation
Recession
From
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Can Big Banks Can Survive A Recession? Here's What Fed's Stress Test Reveals
June 24, 2022
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BAC
C
GS
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Tags
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MS
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Stock Wars: BJ's Vs. Costco
June 22, 2022
Tickers
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COST
DASH
Tags
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From
Benzinga
Past financial crises have made millennials 'more cautious, more proactive' in how they manage money, survey finds
June 21, 2022
Tags
Consumer Finance
Generation X
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From
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Op-ed: Investors must look past rosy unemployment figures to spot the recession beneath the surface
June 21, 2022
Tags
Inflation
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Markets
From
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Have markets hit the bottom? Ed Yardeni says it's not over until inflation peaks
June 20, 2022
Tags
Central Banks
stocks
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From
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U.S. recession isn't 'inevitable,' but inflation is 'unacceptably high,' Treasury Secretary Yellen says
June 19, 2022
Tags
US Economy
Economy
US: News
From
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Many younger baby boomers may outlive their 401(k) savings, new research finds. Here's why
June 19, 2022
Tags
Pensions
Wealth
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Most CEOs Are Now Expecting a Recession — Is Your Portfolio Ready?
June 17, 2022
Tickers
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Tags
recession
iM Global Partner
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From
ETF Trends
'Numbers don't lie': Kevin O'Leary says there's no evidence of a recession right now
June 16, 2022
Tags
The Fed
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Recessions and depressions
From
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The risk of recession is growing. Here's why it may be inevitable
June 15, 2022
Tags
Inflation
Stock markets
Recession
From
CNBC.com News
The S&P 500 closed in a 'bear market' on Monday. What does that mean?
June 14, 2022
Tags
Personal finance
Finance
Recessions and depressions
From
CNBC.com News
The more gasoline rises above $5, the greater risk there is of recession
June 09, 2022
Tickers
OIL
Tags
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Energy
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From
CNBC.com News
Fed GDP tracker shows the economy could be on the brink of a recession
June 07, 2022
Tags
US: News
Breaking News: Markets
Breaking News: Economy
From
CNBC.com News
The job market is still hot — for now
June 01, 2022
Tickers
JOBS
Tags
Personnel
Recession
Government Agencies
From
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