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home
about us
Investment Approach
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Team Biographies
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)
TAF sm Program
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Back Dated Performance Reports
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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
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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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Vanguard FTSE All World Ex US ETF
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Updated: 8:00 PM EDT, May 14, 2026
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Moving Averages Month-End Preview: Down 5.7% In December
↗
December 30, 2022
Here is an advance preview of the monthly moving averages we track after the close of the last business day of the month.
Via
Talk Markets
Monitoring Investment Trends With ETF Pairs - Fri., Nov. 18
↗
November 18, 2022
Risk-off sentiment continues to dominate global markets. Although there have been hints that the worst of the selling has passed, there’s still plenty of room for skepticism.
Via
Talk Markets
Moving Averages: S&P Down 9.3% In September
↗
October 01, 2022
The S&P 500 closed September with a monthly loss of 9.34% after a loss of 4.24% in August. At this point, after the close on the last day of the month, all five S&P 500 strategies are signaling
Via
Talk Markets
Moving Averages: S&P Down 4.2% in August
↗
September 04, 2022
The S&P 500 closed August with a monthly loss of 4.24% after a gain of 9.11% in July. At this point, after close on the last day of the month, four of five S&P 500 strategies are signaling
Via
Talk Markets
Moving Averages Month-End Preview: Down 3.5% In August
↗
August 31, 2022
Here is an advance preview of the monthly moving averages we track after the close of the last business day of the month.
Via
Talk Markets
Monitoring Investment Trends With ETF Pairs - Tuesday, Aug. 23
↗
August 23, 2022
Markets are still struggling to price in a variety of risk factors.
Via
Talk Markets
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.
Via
Talk Markets
World Markets Update: August 2, 2022
↗
August 02, 2022
Seven of eight indexes on our world watch list posted losses through August 1, 2022. The only one showing a gain is London's FTSE 100, with a whopping +0.29%.
Via
Talk Markets
Is Leadership For US Equities Vulnerable In A High-Risk World?
↗
July 13, 2022
The performance edge for American stocks is no longer absolute, at least so far 2022. Hard times have arrived for equities generally.
Via
Talk Markets
Moving Averages: S&P Down 8.8% In April
↗
April 30, 2022
The S&P 500 closed April with a monthly loss of 8.8% after a gain of 3.58% in March. At this point, after close on the last day of the month, four of five S&P 500 strategies are signaling
Via
Talk Markets
Moving Averages: S&P Up 3.58% in March
↗
March 31, 2022
The S&P 500 closed March with a monthly gain of 3.58% after a loss of 3.14% in February.
Via
Talk Markets
Moving Averages: S&P Down 3.1% In February
↗
March 01, 2022
Buying and selling based on a moving average of monthly closes can be an effective strategy for managing the risk of severe loss from major bear markets.
Via
Talk Markets
Moving Averages: S&P Up 4.4% In December
↗
January 01, 2022
The S&P 500 closed December with a monthly gain of 4.36% after a loss of 0.83% in November. At this point, after the close on the last day of the month, all five S&P 500 strategies are signaling
Via
Talk Markets
Moving Averages: S&P Down 0.8% in November
↗
November 30, 2021
The S&P 500 closed in November with a monthly loss of 0.83% after a gain of 6.91% in October.
Via
Talk Markets
Topics
Stocks
Moving Averages Month-End Preview: Down 3.6% in September
↗
September 29, 2021
Here is an advance preview of the monthly moving averages we track after the close of the last business day of the month.
Via
Talk Markets
Moving Averages: Down 0.17% in May
↗
May 31, 2021
The S&P 500 closed in May with a monthly loss of 0.17% after a gain of 6% in March.
Via
Talk Markets
Topics
Stocks
Investing In Foreign Markets Sounds Exciting - But Isn't Always, Redux
↗
May 23, 2021
Growth is estimated to be strong for China, according to the OECD data. This conclusion is not confirmed by the latest Markit purchasing managers index for China and by the muted action of the Shanghai...
Via
Talk Markets
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