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about us
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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
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TAF sm Program
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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US Stocks Edge Up, Micron Suffers Worst Day Since March 2020, Bond Yields Surge: What's Driving Thursday's Markets?
↗
December 19, 2024
The day after a volatile Federal Reserve meeting, Wall Street grappled with the stark reality of Fed Chair Jerome Powell‘s cautious tone on cutting interest rates in 2024.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For December 17, 2024
↗
December 17, 2024
Via
Benzinga
Leading And Lagging Sectors For December 16, 2024
↗
December 16, 2024
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Gold Miners Enter The Bears Den
↗
November 19, 2024
Via
Talk Markets
Weak Breadth & Inflation: Overblown Or Concerning?
↗
December 14, 2024
In this week's video, we'll review the latest charts and data to help us answer the question, weak breath and inflation overblown or concerning?
Via
Talk Markets
Topics
ETFs
Economy
Stocks / Equities
What Are Material Stocks Telling Us?
↗
December 10, 2024
Material stocks have been one of the worst-performing sectors this year, lagging the S&P 500 by nearly 20%.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Dow Partners With Macquarie In Gulf Coast Infrastructure Play, Retains Strategic Control
↗
December 09, 2024
Dow to sell 40% stake in U.S. Gulf Coast infrastructure assets to Macquarie Asset Management. Partnership aims for profitable growth through specialized infrastructure provider.
Via
Benzinga
Topics
Stocks
Tech Stocks Rise; Meta Rallies As Court Upholds Tiktok Ban; Bitcoin Roars Above $101,000: What's Driving Markets Friday?
↗
December 06, 2024
The S&P 500 and the Nasdaq 100 are set to log their third consecutive week of gains.
Via
Benzinga
US Stocks Hold Steady, Travel Demand Fuels Airlines, Tesla Reaches 32-Month Highs: What's Driving Markets Thursday?
↗
December 05, 2024
Wall Street experienced subdued trading on Thursday morning, with major indices remaining near the flatline as investors awaited further confirmation of potential interest rate cuts from the upcoming...
Via
Benzinga
Leading And Lagging Sectors For December 4, 2024
↗
December 04, 2024
Via
Benzinga
Leading And Lagging Sectors For December 2, 2024
↗
December 02, 2024
Via
Benzinga
The Impact Of Sector Performance Through The Years
↗
November 28, 2024
A closer look at how the distinct risk/return profiles of individual sectors may influence their performance during different market regimes.
Via
Talk Markets
Topics
Stocks / Equities
Stocks Fall, Yen Eyes Best Day In 2 Months, Bitcoin Rebounds Above $96,000: What's Driving Markets Wednesday?
↗
November 27, 2024
Global markets faced turbulence by midday Wednesday as an unwinding of yen-dollar carry trades drove sharp losses in U.S. equities, with the tech-heavy Nasdaq 100 falling 1.2% in intraday trading.
Via
Benzinga
Stocks Mixed Ahead Of Fed Minutes, Mexican Peso Tumbles To Over 2-Year Lows On Tariffs Fears: What's Driving Markets Tuesday?
↗
November 26, 2024
The U.S. stock market traded mixed on Tuesday morning, with major indices showing tight movements as investors awaited the release of the Federal Reserve's November meeting minutes.
Via
Benzinga
Topics
Economy
This Inflationary Sector Bounce Won’t Last
↗
November 25, 2024
Over the past few weeks, we’ve seen a nice bounce in so-called “inflationary” sectors.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For November 20, 2024
↗
November 20, 2024
Via
Benzinga
Leading And Lagging Sectors For November 19, 2024
↗
November 19, 2024
Via
Benzinga
Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3
↗
November 14, 2024
Elliott Investment Management was busy in the third quarter. According to a new 13-F filing with the SEC, the activist made several portfolio moves, with multiple new positions focused around travel...
Via
Benzinga
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Regulatory Compliance
How The Trump Bump Could End In A Slump
↗
November 14, 2024
We saw the markets take off like a shot in the wake of Trump’s decisive election victory last week.
Via
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Topics
Government
Leading And Lagging Sectors For November 14, 2024
↗
November 14, 2024
Via
Benzinga
Stocks Edge Higher, Dollar Hits 1-Year Peak, Bitcoin Soars To $93,000: What's Driving Markets Wednesday?
↗
November 13, 2024
Wall Street rebounds on inflation report, with consumer discretionary and real estate sectors leading. Senator John Thune elected majority leader. U.S. dollar hits 1-year high.
Via
Benzinga
Topics
Economy
Stocks Fall On Tariffs Fears, Dollar Hits 6-Month Peak, Yen Tumbles: What's Driving Markets Tuesday?
↗
November 12, 2024
Wall Street saw the first surge in risk aversion after Donald Trump's election victory last week, as concerns grew over potential tariffs and trade policy shifts spurred by the incoming...
Via
Benzinga
Topics
Government
World Trade
Small Caps, Financials Rally As Bitcoin Blasts Past $85,000: What's Driving Markets Monday?
↗
November 11, 2024
The “Trump-related everything rally” reignited across markets on Monday, with heightened focus on last week's top performers like small caps, financials, Tesla Inc. (NASDAQ:TSLA), and cryptocurrencies,...
Via
Benzinga
Leading And Lagging Sectors For November 11, 2024
↗
November 11, 2024
Via
Benzinga
S&P 500 Breaks 6,000 Points, Dow Soars Above 44,000, Small Caps Eye Strongest Week In 4 Years, Tesla Hits $1 Trillion: What's Driving Markets Friday?
↗
November 08, 2024
The S&P 500 index surged past the 6,000-point milestone, setting fresh record highs, and small-cap stocks are poised for their best weekly performance since April 2024 as investor optimism surrounding...
Via
Benzinga
Topics
Stocks
How Did S&P 500 Sectors Perform During Trump's First Term? Could This Time Be Different?
↗
November 06, 2024
Trump's first presidential term (2016-2020) brought varied performance across S&P 500 sectors. Tech and consumer discretionary sectors led, while energy struggled. Solar stocks soared. Here's a look at...
Via
Benzinga
Topics
Government
Stocks
S&P 500, Dow Hit Record Highs After Trump Win; Fear Index Drops 20%
↗
November 06, 2024
Market surges to record highs after Trump's election, Republicans win Senate majority. Tech and small-caps up, VIX drops 22%.
Via
Benzinga
Topics
Government
Stocks
Tesla, GM, Norwegian Cruise Push Consumer Discretionary Ahead Of S&P 500 On Election Day
↗
November 06, 2024
Election Day saw strong gains in the Consumer Discretionary sector, with the XLY fund outpacing the S&P 500. GM, Tesla, and Norwegian Cruise Line drove the sector's performance, signaling optimism for...
Via
Benzinga
Topics
Stocks
Innovating Fixed Income: How Corporate Behavior Shapes New S&P DJI Fixed Income Benchmarks
↗
November 04, 2024
In recent years, fixed income indices have evolved to consider additional factors beyond traditional financial metrics.
Via
Talk Markets
Topics
Stocks
Key Market Indicators For November 2024
↗
October 29, 2024
Key market indicators for November 2024 present a complex but opportunity-filled environment for traders and investors.
Via
Talk Markets
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