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home
about us
Investment Approach
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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
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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Total Asset Fund (TAF)
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Updated: 8:00 PM EST, Jan 16, 2026
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From Speculation To Revelation: JPMorgan Reportedly Unveils IndexGPT AI Tool
↗
May 03, 2024
A year after sparking speculation with its trademark application for "IndexGPT," JPMorgan Chase is reportedly revealing the product's details.
Via
Benzinga
Topics
Artificial Intelligence
Jim Cramer Says He Likes Earnings From These Big Banks 'So Much' — Here's Why
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April 17, 2024
Big bank earnings may be best qualified as mixed, and Cramer took the side of those reporting higher fee income.
Via
Benzinga
What's Going On With JPMorgan Shares Today?
↗
April 12, 2024
JPMorgan Chase reported Q1 FY24 results with $42.5B net revenue, beating the consensus of $41.8B. CET1 capital ratio was 15.0% and net interest income increased by 11%.
Via
Benzinga
JPMorgan Appoints New Leaders To Steer Global Banking Unit: Report
↗
April 05, 2024
JPMorgan Chase reorganizes leadership in global banking division, appointing new leaders in capital markets and investment banking.
Via
Benzinga
Chase Launches New Media Platform For Direct Consumer Connection: Details
↗
April 03, 2024
JPMorgan launches Chase Media Solutions, a new digital platform connecting brands with its 80 million customers through transaction data.
Via
Benzinga
Could 3 Powerful Fund Managers Take Control Of US Banks?
↗
April 02, 2024
Regulators eye BlackRock, State Street Corp and Vanguard for jointly managing more than $23 trillion in assets.
Via
Benzinga
Warren Buffett's Berkshire Hathaway Sold $7 Billion Worth of Stock Last Quarter but Bought 1 Mystery Stock
↗
November 20, 2023
The SEC let Buffett and his team keep this one a secret.
Via
The Motley Fool
Topics
Regulatory Compliance
Falling Core Inflation, Solid Earnings, And Favorable Seasonality Suggest Upside For Stocks
↗
October 02, 2023
A discussion about inflation, stock-bond relative performance, equity valuations, and Fed monetary policy implications.
Via
Talk Markets
Topics
Economy
All eyes on the Fed as inflation metrics give mixed signals
↗
September 19, 2023
Although the FOMC will almost certainly keep the Fed funds rate steady this week, investors aren’t yet convinced that the rate hike cycle has ended.
Via
Talk Markets
Topics
Economy
3 Financial Sector ETFs to Profit From the Bank Merger Wave
↗
July 13, 2023
With consolidation in the banking industry likely to heat up, investing in bank mergers could pay off handsomely.
Via
InvestorPlace
Investors Await Bullish Catalysts As Inflation, Interest Rates, And Money Supply Growth Show Signs Of Topping
↗
June 30, 2022
Although the Fed likely will raise rates another 50-75 bps in July, it will not raise as much as the market is pricing in, and indeed the Fed may instead be forced to ease later this year or early next...
Via
Talk Markets
Despite Uncertainties From War, Oil, Inflation, And Interest Rates, Have Stocks Put In A Bottom?
↗
March 28, 2022
As the economy has emerged from the pandemic and some sense of normalcy has returned around the world, investors have returned to wrestling with the potential impacts of unwinding 13 years of...
Via
Talk Markets
Financial ETFs Scaling New Highs: Here's Why
↗
October 09, 2021
Expect rising rates to expand profits for banks, insurance companies, discount brokerage firms and asset managers. Here are 8 ETFs hitting new peaks.
Via
Talk Markets
Blowout earnings, low interest rates, and dovish Fed, but have stocks hit a peak?
↗
September 09, 2021
Another positive month for the major indexes, despite plenty of new bricks in the proverbial Wall of Worry.
Via
Talk Markets
Topics
Economy
ETF Investment Strategies for Second Half of 2021
↗
July 17, 2021
Continued economic recovery and record earnings growth could support the market rally in the second half but investors remain concerned about rising inflation and new Covid-19 variants.
Via
Talk Markets
5 Financial ETFs to Buy As Fed Signals Sooner Rate Hike
↗
June 17, 2021
Investors should tap the bullishness in the financial sector via ETFs.
Via
Talk Markets
Topics
Economy
5 Sector ETFs Hitting New Highs Amid Market Volatility
↗
June 04, 2021
Here are several ETFs from various sectors that are hitting new highs in the last couple of sessions. Any of these could be excellent plays for investors looking to ride out the bullish trend in the...
Via
Talk Markets
Earnings momentum trumps overblown worries about inflation and valuations
↗
June 03, 2021
Stocks are once again challenging all-time highs as the forward earnings estimates are being raised at a historically high rate in the wake of another impressive earnings season that blew away all...
Via
Talk Markets
Utilities Sector Continues To Rally – Is It Sending A Warning Signal Yet?
↗
May 02, 2021
We have seen an incredible rally in many sectors over the past few months. We believe the utilities sector may hold the key to understanding when the markets will reach a level of strong resistance, as...
Via
Talk Markets
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