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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Press Releases about iShares 20+ Year Treasury Bond ETF
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Inflation Risk Rising, Key Trades Investors Are Making Now
October 28, 2024
Some investors may think that the Federal Reserve has tamed inflation risks, but recent price action in some assets suggests that reinflation trades are on.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Bank of America Sees Gold as the Last Safe Haven: Top 3 Picks
October 22, 2024
Bank of America has termed gold the only safe haven left in today's market, calling for additional upside in the coming quarters. Wall Street agrees
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Bank of America Earnings Uncover Shifts in Consumer Spending
October 16, 2024
Bank of America is showing investors where the pain points in the economy may be, its bond holdings put pressure on the bank's balance sheet
Via
MarketBeat
Topics
Bonds
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Economy
Goldman Sachs Earnings Reveal Market Moves Investors Can't Ignore
October 15, 2024
Goldman Sachs new earnings release shows investors where the money flow is headed today, and it seems to favor bonds over stocks as a major thread
Via
MarketBeat
Topics
Bonds
Economy
Stanley Druckenmiller’s Latest Moves: What They Mean for You
October 15, 2024
Stanley Druckenmiller has now shifted his views for the market, expecting higher inflation ahead to favor a short bonds trade, and Japan's preference over China
Via
MarketBeat
Topics
Bonds
ETFs
Economy
BlackRock's Earnings Reveal Market Shift: Why Bonds Are in Favor
October 14, 2024
A select list of ETFs and stocks give investors the opportunity to replicate what BlackRock, the world's largest asset manager, is now advising its clients
Via
MarketBeat
Topics
ETFs
Economy
3 High-Yield Stocks to Lock in Steady Income This Quarter
October 10, 2024
Three instruments stand out for investors to consider locking in above inflation and GDP growth income yields, institutions are already going in ahead of time
Via
MarketBeat
Topics
Bonds
ETFs
Economy
4 Stocks Set to Benefit from Recent Interest Rate Cuts
September 20, 2024
Four stocks stand out for Wall Street and investors to watch in the coming quarters, especially now that the Fed has cut interest rates by the most in 16 years
Via
MarketBeat
Topics
Economy
Brace for the Perfect Storm: Rate Cuts and a Slow September
September 18, 2024
A historically slow September month is hitting the S&P 500's momentum lately, this time coupled with the potential for a rate cut selloff as a contrarian view
Via
MarketBeat
Topics
Bonds
Economy
Stocks
Why Rate Cuts Could Trigger a 'Sell the News' Event for Stocks
September 17, 2024
Price action in bonds and commodities are showing investors just how the coming Fed meeting could trigger a potential 'sell the news' event for the S&P 500
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Top 3 Key Investment Trends You Can’t Ignore Ahead of Rate Cuts
September 17, 2024
Three trends stand out for investors to consider in the coming months as the new Fed interest rate cuts work their way through the system
Via
MarketBeat
Topics
Bonds
ETFs
Economy
How the Fed's Rate Cuts Could Boost Bonds, Silver, and Small Caps
September 10, 2024
These are the three places investors could consider making an investment into before the year is over, some of Wall Street's best are already in there
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Trends Investors Should Watch This Quarter for Market Insights
September 04, 2024
Even if there is some weakness in the overall market, investors can find safety in the trends that have been made by mega investors today
Via
MarketBeat
Topics
Artificial Intelligence
Economy
Stocks Slide: Trillions Lost, More Downside Ahead?
August 07, 2024
A few spaces in the economy are showing investors where the upside will be in the coming quarters, Wall Street analysts and Warren Buffett agree on it
Via
MarketBeat
Topics
Economy
Hims & Hers Reports Stellar Quarter: Stock Set for a Rally
August 06, 2024
Hims & Hers stock is showing the market why its fair value is double-digits above where it trades today, with Wall Street analysts to agree
Via
MarketBeat
Topics
Bonds
ETFs
Berkshire Hathaway Cuts Bank of America Stake: What to Know
August 06, 2024
Warren Buffett has just reportedly sold Bank of America stock while betting on energy names, all a common bet against the dollar, which could prove a pain point
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
ETFs
Why Warren Buffett Just Sold Half His Stake in Apple Stock
August 05, 2024
Warren Buffett is now accelerating the rotation out of technology stocks and into energy names, investors have a few worthy mentions to keep in mind now
Via
MarketBeat
Topics
Bonds
ETFs
Why SharkNinja Stock Is Set to Soar Despite Economic Slowdown
August 05, 2024
SharkNinja stock is giving investors a new reason to believe in Wall Street analyst price targets, suggesting that the company could reach a new all-time high
Via
MarketBeat
Topics
Credit Cards
Economy
3 Small-Cap Stocks to Watch in the Coming Quarters
July 31, 2024
Three small cap stocks come to stand out as the market rotation gains momentum, Wall Street analysts recognize the double-digit upside potential
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
ETFs
Why This Manufacturer is Committing to a Massive Buyback Program
July 30, 2024
Shares of Caterpillar are going to go on a double-digit rally as international infrastructure and construction projects are going on the rise
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
ETFs
Why a Weaker Dollar is Good News for These 3 Stocks
July 29, 2024
Wall Street is now taking on the bet for weaker dollar ahead, and three stocks stand out as perfect examples of how a fundamental play will push prices higher
Via
MarketBeat
Topics
Bonds
ETFs
Investors Are Moving into Bonds and Small Cap Stocks: Here's Why
July 20, 2024
There's a new rotation trend going on in the market today, out of the big technology names and into small cap stocks as well as bonds, analyst approved
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
Economy
Could the Economy be Bottoming? Major Bank's Earnings Say Yes
July 16, 2024
Bank of America earnings now show investors just how close interest rate cuts could be in the market. Strong investment banking results show upside
Via
MarketBeat
Topics
Credit Cards
Economy
Investment Company's Earnings Hint at Rate Cuts: Stock Forecast
July 16, 2024
BlackRock just released its quarterly earnings results, and investors now have an insight into what its clients are being advised to do
Via
MarketBeat
Topics
Credit Cards
Economy
Savvy Investors' Rate Cut Portfolio: Bonds, Small Caps, Energy
July 03, 2024
Three assets come to front and center for investors looking to build a better portfolio in the face of potential interest rate cuts coming this year
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
ETFs
3 Small-Cap Stocks in the Russell 2000 Set to Rally
June 25, 2024
As Wall Street's investors begin to shift out of Nvidia and into small cap stocks, three names stand out to bring investors up to double-digit upside ahead
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Commercial Banks Could Be Back in Play, Led by Bank of America
April 17, 2024
Bank of America joins Citigroup in giving investors a clear insight into the stock market's next move higher. Consumer trends remain strong
Via
MarketBeat
Topics
Credit Cards
Economy
5 Trends You Need to Know This Quarter
April 13, 2024
Five key trends stand out for investors to keep in mind for the next quarter, all bringing their own set of opportunities that cannot be missed.
Via
MarketBeat
Topics
ETFs
Economy
Low Interest Rates Can Help These Commercial Banks Rally Higher
April 02, 2024
Two banking stocks stood out as market favorites as lower interest rates could bring their valuations higher, overpaying for a good thing could be profitable
Via
MarketBeat
Topics
Economy
Unusual call options in this ETF can lead these stocks to rally
February 07, 2024
Here is how traders are betting on interest rate cuts, and when they expect to see them. Even more, these are the stocks set to attract new disposable income
Via
MarketBeat
Topics
Bonds
ETFs
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