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home
about us
Investment Approach
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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
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Client Information
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Sample Portfolio
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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
Read FULL Seminar Here
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Numerous Rare Stock Market Signals Triggered This Week
↗
April 01, 2022
A significant number of new stock market signals were flashed this week. Ley's see what were they and what do they say about bull/bear odds for the next 1-3 years.
Via
Talk Markets
Multiple Rate Hikes And Stock Performance For The Remainder Of 2022
↗
January 28, 2022
A look at what history says about multiple rate hikes and the stock market.
Via
Talk Markets
Is The Bearish Case Being Overstated?
↗
January 14, 2022
An objective comparison of 2022 to the major stock market peaks in 2000 and 2007.
Via
Talk Markets
Recap of 2021. What Comes Next?
↗
December 27, 2021
We had inflation hitting highs we haven't seen in decades and yet stocks performed pretty strongly. The question is how are our investments doing relative to the major market indexes?
Via
Talk Markets
Habits Of The Investing Greats & Year-End Reminders
↗
December 19, 2021
In this episode, I share habits from the investing greats that we should apply, plus year-end financial reminders. I also answer questions about IBonds.
Via
Talk Markets
Year-End Moves: Cutting Taxes & Cleaning Up Your Portfolio
↗
December 11, 2021
In this episode, we talk about strategies for reducing your taxes and ridding yourself from money-losing investments. Plus, I share a few ETF strategies.
Via
Talk Markets
Stocks And The Highest Inflation In Nearly 40 Years
↗
December 10, 2021
How concerning is the highest inflation in nearly 40 years for stock market investors, traders, and retirement savers?
Via
Talk Markets
Topics
Retirement
Investing With A Margin Of Safety
↗
December 04, 2021
In this episode, I remind you about the importance of investing with an adequate margin of safety. The strategy was introduced by Ben Graham.
Via
Talk Markets
Will Inflation Derail The Year-End Rally In Stocks?
↗
November 12, 2021
Market participants were recently presented with the highest inflation report in more than 30 years. What does it mean for investors and traders?
Via
Talk Markets
Are Roth 401k's Still A Good Deal?
↗
November 08, 2021
Here is a rundown of Roth 401k plans and the important role they play in tax-free retirement planning.
Via
Talk Markets
Topics
Retirement
Will Shifting Rate Expectations Send Stocks Into Orbit?
↗
November 05, 2021
Interest rates have fallen in recent sessions. How has it impacted risk assets and stock market leadership?
Via
Talk Markets
Taper-Induced Changes Coming For Investors?
↗
October 29, 2021
The Fed will most likely announce the long-awaited taper schedule at the November 2-3 meeting.
Via
Talk Markets
Topics
Economy
New All-Time Highs Coming In Stocks Before Year-End?
↗
October 15, 2021
How much progress has the stock market made in terms of putting in a pullback low? What do the long-term charts say about tech, growth, commodities, financials, and energy?
Via
Talk Markets
Have Stocks Made Their Final Low?
↗
October 08, 2021
The S&P 500 finished the week 112 points above the intraweek low that was made on Monday, October 4. How much progress has been made in terms of ending the pullback?
Via
Talk Markets
Topics
Stocks
How Does 2021 Compare To Major Stock Market Peaks In 2000 And 2007?
↗
September 10, 2021
The 2000-2002 and 2007-2009 stock bear markets were painful for investors. Is 2021 starting to develop concerning similarities?
Via
Talk Markets
Will The Weak Jobs Report Reignite Or Derail The Bull?
↗
September 03, 2021
Friday's labor report came in well below expectations. What can we learn from the market's reaction?
Via
Talk Markets
Evidence Continues To Support Secular Stock Trend Thesis
↗
August 27, 2021
Testing the secular trend thesis.
Via
Talk Markets
Is A Big Jackson Hole Surprise Coming For Investors?
↗
August 20, 2021
The Fed's long-awaited Jackson Hole Symposium kicks off next week, highlighted by Powell's remarks on Friday, August 27.
Via
Talk Markets
Topics
Economy
Yield Strategies For The Income Focused Investor
↗
July 24, 2021
In this episode, I share strategies for generating more yield and dividend income. I provide a rundown of various trends in global financial markets.
Via
Talk Markets
ETF Update: S&P 500 Sectors Rise, Big Changes Coming To Social Security, Plus Huge News
↗
July 24, 2021
In this update, I provide ETF performance updates and charts on stocks, commodities, and real estate. I discuss the changes coming to Social Security.
Via
Talk Markets
Topics
Stocks
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