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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
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Total Asset Value (TAV)
TAV Program
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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
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Investing During Uncertain Times
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Total Return Forecasts: Major Asset Classes
↗
May 02, 2023
The expected long-run return for the Global Market Index ticked down to a 5.9% annualized pace in April, fractionally lower vs. last month’s estimate.
Via
Talk Markets
Total Return Forecasts: Major Asset Classes
↗
April 04, 2023
The expected long-run return for the Global Market Index held steady at 6.0% annualized in March, unchanged from last month and close to its trailing performance over the past decade.
Via
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7 Safe Index Funds to Buy as Investors Seek Shelter
↗
March 28, 2023
With the banking sector fallout on every investor’s mind, these safe index funds to buy suddenly look extremely attractive.
Via
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Total Return Forecasts: Major Asset Classes
↗
March 03, 2023
The Global Market Index’s expected long-run performance held at 6.0% annualized in February, unchanged from last month, based on the average estimate for three models.
Via
Talk Markets
Total Return Forecasts: Major Asset Classes
↗
February 04, 2023
The long-run performance outlook for the Global Market Index ticked higher in January, reaching a 6% annualized forecast based on the average estimate for three models.
Via
Talk Markets
3 Global Stocks to Buy to Get Around America’s Slowdown
↗
January 30, 2023
If you’re looking to put some of your cash to work in 2023, these three global stocks to buy could be better options than U.S. stocks.
Via
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Two Month Rally Rotation
↗
August 23, 2022
Using the Russell 3,000 as a benchmark, US equities peaked exactly a week ago and have traded lower in all but one session since.
Via
Talk Markets
Rotating In August
↗
August 02, 2022
Following the best July of the post-WWII era, equities have been getting off to a slower start in August, with the Russell 3,000 experiencing a modest decline yesterday and the index fighting to move...
Via
Talk Markets
If I Could Buy Only 1 Stock, This Would Be It
↗
January 22, 2023
The only single-ticker investment that this Fool would trust with his entire life savings might surprise you.
Via
The Motley Fool
Total Return Forecasts: Major Asset Classes
↗
January 06, 2023
The expected long-run return for the Global Market Index ticked lower in December, slipping below 6% annualized, based on the average forecast for three models.
Via
Talk Markets
Utilities And Large-Cap: 2 ETFs To Watch For Outsized Volume
↗
January 04, 2023
Both these funds experienced volume levels that were more than double their average for the most recent trading session.
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December Total Return Forecasts: Major Asset Classes
↗
December 03, 2022
Expected long-run returns for most of the major asset classes remain relatively attractive.
Via
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Vanguard and BlackRock Doubled Down on Mullen (MULN) Stock
↗
November 17, 2022
Two financial giants, BlackRock and Vanguard, have disclosed purchasing shares of MULN stock during the third quarter.
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The Only Logical Conclusion
↗
August 07, 2022
A lot of famous financial pundits are pushing optimism lately. Personally, I think they have been lulled into a deep sleep over the past 13 years.
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Talk Markets
Dear BBIG Stock Fans, Mark Your Calendars for June 27
↗
June 22, 2022
The inclusion of BBIG stock in the Russell 3000 Index will provide Vinco Ventures with increased exposure and liquidity.
Via
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Risk Premia Forecasts: Major Asset Classes | March 2, 2022
↗
March 02, 2022
No one really knows what risk premia will be in the months and years ahead, which is why relying on forecasting alone (particularly for the short-term future) is asking for trouble.
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5 Winning ETF Ideas for the Fourth Quarter
↗
October 13, 2021
Here are some investing ideas that could prove to be extremely beneficial for investors in the fourth quarter.
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All-Star Fund Eyes Growth And Value
↗
September 19, 2021
Liberty All-Star Equity Fund is an excellent pick to help you diversify and grow your income stream. USA is closed-end fund with outstanding management and an excellent track record.
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