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home
about us
Investment Approach
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Firm ADV PDFs
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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TAF® Program
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Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares 0-1 Year Treasury Bond ETF
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Updated: 4:15 PM EST, Dec 31, 2025
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U.S. Weekly Fund-Flows: Investors Flock To Money Market Funds As The Probability Of Interest Rate Hikes Increase
↗
February 24, 2023
Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the third week in four, withdrawing a net $2.1 billion for the fund-flows week ended Wednesday, February...
Via
Talk Markets
Major Asset Classes January 2023 Performance Review
↗
February 01, 2023
Global markets roared back to life in January, led by US real estate shares.
Via
Talk Markets
Money Market Funds Open New Year with $57.8 Billion of Inflows, Largest Total Since May 2021
↗
January 08, 2023
During Refinitiv Lipper’s fund-flows week that ended January 4, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second week in three,...
Via
Talk Markets
Major Asset Classes December 2022 Performance Review
↗
January 03, 2023
Losses dominated market activity for the major asset classes in 2022. Commodities and cash are the exceptions.
Via
Talk Markets
2022 Review: US Bond Market
↗
December 30, 2022
With one trading day left in 2022, the US bond market is set to record a deep loss for the year.
Via
Talk Markets
5 Most-Loved ETFs Of Last Week
↗
September 13, 2022
5 ETFs that took charge and dominated the top creation list last week.
Via
Talk Markets
Is The Bond Market Pricing In The End Game For Rate Hikes?
↗
November 29, 2022
It’s been an unusually rough year for bond investing, but there are hints that the market is forecasting that the worst has passed.
Via
Talk Markets
Bond Fund Investors Benefit from Large Declines in Yields During the Fund-Flows Week
↗
November 18, 2022
During the fund-flows week ended November 16, fixed-income funds and ETFs received a significant boost in returns after the October consumer price index and producer price index data showed signs...
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Municipal Bond ETFs Witness Their Largest Weekly Net Inflows On Record
↗
November 17, 2022
Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in four, injecting a net $14.1 billion for the fund-flows week ended Wednesday, November...
Via
Talk Markets
Major Asset Classes - October 2022 - Performance Review
↗
November 01, 2022
Most markets around the world rebounded in October, reversing some of the losses that have dominated the major asset classes for much of the year to date, based on a set of proxy ETFs.
Via
Talk Markets
Are You Falling Victim to This Simple Investing “Rule”?
↗
October 24, 2022
It’s the most common, simplest investing rule on the planet. And for most of the past century, it’s been a smart and safe “hedge.” But in 2022? The 60/40 stock and bond portfolio is having its worst...
Via
Talk Markets
Major Asset Classes September 2022 Performance Review
↗
October 04, 2022
The major asset classes suffered another harsh run of monthly losses in September, based on a set of proxy ETFs.
Via
Talk Markets
Ultra-Short Bond ETFs To Hedge Against Rising Rates
↗
September 22, 2022
Ultra-short bond ETFs invest in securities with durations of less than one year, thus making them less vulnerable to rising rates.
Via
Talk Markets
Higher Yields To Fuel Rally In These ETFs
↗
September 02, 2022
Investors could tap the opportune moment of rising rates through ETFs that will benefit from higher yields.
Via
Talk Markets
Short-Term Bonds Are Savior For Fixed-Income Strategies This Year
↗
August 16, 2022
The rout in bonds so far in 2022 has been deep and wide, with a notable exception: short maturities, which have provided valuable stability that’s otherwise in short supply.
Via
Talk Markets
CNBC's Final Trades: Boeing, Apple, Amazon And This Short-Term Play
↗
July 25, 2022
On CNBC’s “Halftime Report Final Trades,” Rob Sechan of New Edge Capital Group recommended iShares Short Treasury Bond ETF (NASDAQ: SHV) saying the inverted yield curve offers &ld
Via
Benzinga
U.S. Weekly FundFlows Insight Report: Government-Treasury ETFs Break Four-Week Moving Average Record
↗
July 08, 2022
During the fund-flows week ended July 6, 2022, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in four, adding a net $12.1 billion.
Via
Talk Markets
Did Safe Haven ETFs Protect Your Portfolio from Market Turmoil?
↗
June 22, 2022
Historically, safe-haven assets like the US dollar, gold, treasury bonds, and the Japanese yen have provided some protection during periods of immense market turmoil, but this year is just different.
Via
Talk Markets
Conventional Funds and ETFs Witness Near-Record Outflows in Two Major Asset Classes During the Fund-Flows Week
↗
June 16, 2022
Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the first week in three, redeeming a net $45.2 billion for the fund-flows week ended Wednesday,...
Via
Talk Markets
U.S. Weekly FundFlows: Investors Turn to Treasury and Large-Cap ETFs, While Shunning Conventional Funds
↗
May 20, 2022
Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the third week in a row, redeeming a net $30.9 billion for the fund-flows week ended Wednesday,...
Via
Talk Markets
FundFlows Insight Report: Despite Rise in Interest Rates, Investors Inject Net New Money into Fixed Income ETFs
↗
March 24, 2022
Fund investors were net purchasers of equity funds (+$11.3 billion) and taxable bond funds (+$2.3 billion) while being net redeemers of money market funds (-$2.9 billion) and tax-exempt fixed-income...
Via
Talk Markets
What’s Driving Bitcoin? Factor, Analysis, Profiles
↗
December 21, 2021
What makes bitcoin tick? There are many theories, ranging from a digital-age store of value to the world’s greatest Ponzi scheme.
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Flows Reveal Risk-Off Sentiment Growing
↗
August 26, 2021
For the week ended August 25, 2021, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the fifth consecutive week, attracting $2.9 billion.
Via
Talk Markets
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