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home
about us
Investment Approach
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Firm ADV PDFs
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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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iShares 20+ Year Treasury Bond ETF
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Updated: 10:36 AM EST, Jan 6, 2026
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All News about iShares 20+ Year Treasury Bond ETF
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September Selloff Ahead? The ETFs Traders Won't Admit They're Watching
↗
August 29, 2025
September's stock slump has a history. This year, ETFs like SPY, TLT, and VIXY could be at the center as investors hedge against rising volatility.
Via
Benzinga
Topics
ETFs
Bond ETF Investors On Alert During Fed Shake-Up, Rising Yields
↗
August 26, 2025
Markets fear Fed independence threatened by ousting of Lisa Cook and potential for more dovish board members, causing volatility in bond ETFs
Via
Benzinga
Topics
Bonds
ETFs
Economy
This Rare Signal Last Flashed In 1998—Then Stocks Took Off
↗
August 18, 2025
Investment-grade credit spreads collapsed to 75 bps in August, flashing a rare bullish signal not seen since 1998.
Via
Benzinga
This Pattern Nailed The 2022 Crash - Here's What It's Telling Us Now
↗
August 14, 2025
Via
Benzinga
Bond ETFs Outshine Equities In Weekly Flows As Rate Cut Bets Build
↗
August 12, 2025
US-listed ETFs saw $19B inflows, with bond ETFs leading at $15.3B. Investors betting on Fed rate cuts, favoring short-term Treasury exposure.
Via
Benzinga
Topics
Bonds
ETFs
Economy
3 Reasons the Market Can Rally, 2 Ways to Diversify If It Doesn't
↗
August 05, 2025
The S&P 500 may have enough momentum to keep breaking out into new highs, or so do these three main components suggest now.
Via
MarketBeat
Topics
Bonds
ETFs
Stocks
Bond ETFs Could Catch A Tailwind From Jobs Data
↗
August 01, 2025
US saw weakest tri-monthly employment print since pandemic, with only 73k jobs created in July. Downward revisions eliminated 258k jobs. Red flag for investors.
Via
Benzinga
Topics
ETFs
Trump's Rare Fed Visit Sparks Talks Of A $7 Trillion Problem
↗
July 25, 2025
President Trump's rare Fed visit reignites pressure on Powell to cut rates, with U.S. deficit nearing $7.1 trillion.
Via
Benzinga
Topics
Economy
Government
Trump Fed Tour Pressures Stock Market Dynamics
July 24, 2025
The U.S. stock market finds itself at the crossroads of economic policy and political spectacle as former President Donald Trump intensifies his engagement with Federal Reserve officials and amplifies...
Via
MarketMinute
Topics
Bonds
Economy
Government
This Overlooked Trigger Could Send Stocks Even Higher
↗
July 24, 2025
Based on how history has played out, Tom Gentile wouldn't be surprised to see another tariff delay, maybe a final extension into the fall.
Via
Benzinga
Topics
World Trade
Sharkey Howes Loads Up on 50,817 TLT Shares
↗
July 23, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Trump Just Got A $756 Billion Message From China — And It's Not Friendly
↗
July 18, 2025
By dumping American debt, China is likely sending a message to Trump: economic pain can be delivered quietly, through markets, not megaphones.
Via
Benzinga
Topics
Government
China's GDP Growth Beats Expectations, But Which ETFs Will Actually Benefit?
↗
July 15, 2025
China's Q2 economy growth beats expectations, but not booming. ETFs tied to exports and policy may thrive, while domestic demand remains weak.
Via
Benzinga
Topics
ETFs
Economy
Bond Bulls Look To Brazil, India, Indonesia As Emerging Market Debt Rallies
↗
June 25, 2025
Emerging market debt is gaining popularity as real yields, currency strength, and inflation trends make it a compelling option.
Via
Benzinga
Topics
Economy
Stocks Rise, Oil Tumbles Despite Iran's Strikes On US Bases: What's Driving Markets Monday?
↗
June 23, 2025
Wall Street resilient as Iran fires missiles at U.S. bases in Qatar and Iraq, defying expectations in energy market. U.S. equities and gold up, bonds down.
Via
Benzinga
Topics
Bonds
US Bonds Trailed S&P 500 For 5 Straight Years — Will Iran Shock Snap The Streak?
↗
June 23, 2025
Bonds have underperformed for years but may face a real test as geopolitical tensions between the U.S. and Iran worsen.
Via
Benzinga
Topics
Stocks
Fed Rate Cuts To Come 'As Early As July'? Dovish Turn Sparks ETF Rebound Hopes
↗
June 20, 2025
From hawk to dove? Federal Reserve Governor Christopher Waller's words send ETF sectors into speculation mode.
Via
Benzinga
Topics
ETFs
Economy
Over 200 Central Banks Reportedly Dump $48 Billion In US Treasuries Amid Concerns Over Dollar's Stability: 'The Drop Is Unusual'
↗
June 19, 2025
Central banks and foreign entities have withdrawn a substantial amount of U.S. Treasuries from the New York Federal Reserve, signaling potential concerns over the stability of the U.S. dollar.
Via
Benzinga
Topics
Economy
Treasury Yields Near 5% After Soft Foreign Demand: A Red Flag For Stocks?
↗
June 16, 2025
Via
Benzinga
Wall Street's VIX Jumps 10%, Gold And Oil Gain As Middle East Tensions Flare Up: What's Driving Markets Friday?
↗
June 13, 2025
U.S. stocks retreated Friday as geopolitical tensions erupted following Israel's surprise airstrike on Iranian nuclear sites, sparking a sharp rally in oil and gold.
Via
Benzinga
Topics
Stocks
Stocks Flat, Dollar Sinks To Over 2-Year Lows After Inflation Data: What's Driving Markets Thursday?
↗
June 12, 2025
Wall Street traded cautiously on Thursday midday, with major indexes mostly flat while the U.S. dollar slumped to over two-year lows, as investors digested a double dose of soft inflation and a...
Via
Benzinga
Topics
Economy
The Market’s Silent Warning: What Bonds and Gold Reveal
June 06, 2025
Price action in different asset classes might be sending a warning to the stock market, threatening to compress its current valuations.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Think 5% Yields Will Crush Stock Market? Goldman Sachs Says Think Again
↗
June 05, 2025
Goldman Sachs challenges the view that 5% yields on U.S. Treasuries are a breaking point for stocks, citing no consistent correlation.
Via
Benzinga
CrowdStrike, Microsoft Partner To Create 'Rosetta Stone' To Help 'Defenders In Knowing The Adversary' Amid Rising AI Agent Deployment
↗
June 05, 2025
Strategic partnership between CrowdStrike and Microsoft creates Rosetta Stone for cyber defenders, addresses gap in threat intelligence.
Via
Benzinga
Topics
Artificial Intelligence
How To Know Where Stocks Are Heading Next
↗
June 04, 2025
Via
Benzinga
Peak Pessimism On US Treasuries? History Says A Summer Rally May Be Near
↗
June 04, 2025
As U.S. deficits grow and bond yields rise, Wall Street turns bearish—but seasonality points to a potential summer rally for Treasuries.
Via
Benzinga
Topics
Bonds
Stocks Stall On Weak Economic Data, Treasuries Eyes Best Rally In 7 Months: What's Driving Markets Wednesday?
↗
June 04, 2025
Wall Street's two-day rally lost momentum Wednesday as investors reassessed the economic outlook after weak job numbers and a surprise contraction in the U.S. services sector cast fresh doubt over the...
Via
Benzinga
Is A Bond-Market Crash Coming? Jamie Dimon, BlackRock, Ray Dalio And Others Sound The Alarm
↗
June 03, 2025
With U.S. debt topping $36.2 trillion, major financial voices including Jamie Dimon, Ray Dalio and BlackRock raise alarms over a looming bond crisis.
Via
Benzinga
Topics
Bonds
Prudent Investors Pay Attention; World's Most Respected Banker Pours Gas Over Bond Fire; Oil Surges
↗
June 02, 2025
Via
Benzinga
Stocks Stall, Commodities Rocket As Trade, Geopolitical Tensions Resume: What's Driving Market Monday?
↗
June 02, 2025
After delivering its strongest monthly performance since November 2023, Wall Street entered June on a cautious note, with mounting geopolitical tensions and new trade tariffs clouding investor appetite...
Via
Benzinga
Topics
World Trade
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