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home
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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
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
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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
Bond Fund Seminar
RSVP-Signup Form
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MSCI EM ETF
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Updated: 4:10 PM EST, Jan 8, 2026
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Asia And Europe Markets Mixed, Crude Oil Dips, Gold Remains Above $2,050 - Global Markets Today While US Was Sleeping
↗
January 31, 2024
US stock markets closed mixed, Nasdaq declined, economic data positive, Asian markets higher, Eurozone and commodities mixed, US futures and forex varied.
Via
Benzinga
China's Dip Weighs Asia Markets Lower, Europe Rises, Gold Tops $2,050 - Global Markets Today While US Was Sleeping
↗
January 30, 2024
US stocks close higher on earnings reports & economic data. Japan's Nikkei gains 0.05%. China & Hong Kong hit multi-year lows amid economic concerns.
Via
Benzinga
Asia, Europe Markets Mixed, Crude Oil Tops $78, Gold Rises - Global Markets Today While US Was Sleeping
↗
January 29, 2024
US stocks closed mixed on Friday, with Intel's weak forecast dragging down the S&P 500. Asian markets mostly up, while European markets flat.
Via
Benzinga
Topics
Stocks
Japan and Hong Kong Index Drag Asia Lower, Europe Rises, While Crude Oil Nears $77 - Global Markets Today While US Was Sleeping
↗
January 26, 2024
Via
Benzinga
Asia Markets Mostly Higher As China Shines, Europe Dips, Crude Oil Touches $76 - Global Markets Today While US Was Sleeping
↗
January 25, 2024
Via
Benzinga
Asia Market Mostly Higher Along With Europe, Crude Oil and Gold - Global Markets Today While US Was Sleeping
↗
January 24, 2024
Global Markets Today While US Was Sleeping. Crude Oil traded higher by 0.12% at $74.46, while Brent was up 0.01%. Gold was trading higher by 0.34% at $2,032.85.
Via
Benzinga
Asia Markets Mixed, Europe Dips, While Crude Oil Near $75 - Global Markets Today While US Was Sleeping
↗
January 23, 2024
Via
Benzinga
China Weights Asia Index Lower, Europe Rises, While Crude Oil Hovers Around $73 - Global Markets Today While US Was Sleeping
↗
January 22, 2024
Via
Benzinga
Asia Mixed, Europe Markets Uptick; Crude Oil At $74 - Global Markets Today While US Was Sleeping
↗
January 19, 2024
US stock markets closed higher, driven by tech stocks. Economic data showed jobless claims down and housing starts declined. TSMC shares jumped 10%.
Via
Benzinga
Asia Markets Mixed, Europe Sees Uptick, Crude Oil Trades Near $73 - Global Markets Today While Us Was Sleeping
↗
January 18, 2024
Via
Benzinga
INDA Outperforming BRICS Peers, Ray Dalio Says 'India Is At A Very Special Moment' At Davos
↗
January 17, 2024
INDA ETF is up 16.3% over the past year, followed by the iShares MSCI Brazil ETF at 12.9%; Russian, Chinese and South African equity lag far behind.
Via
Benzinga
Topics
ETFs
Asia And Europe Markets Dip, Crude Oil Nears $71 - Global Markets Today While US Was Sleeping
↗
January 17, 2024
Via
Benzinga
3 Top Trends to Invest $1,000 in Right Now
↗
January 15, 2024
These three trends are reshaping the global economy and rewarding investors.
Via
The Motley Fool
Topics
Economy
Asia And Europe Markets Dip, Crude And Gold In Green - Global Markets Today While US Was Sleeping
↗
January 16, 2024
Japan's Nikkei 225 and Australia's S&P/ASX 200 closed lower, while China's markets showed modest gains. In Europe, major indexes like Germany's DAX and France's CAC experienced declines. Commodity...
Via
Benzinga
Topics
Energy
Asia and Europe Markets Rise, Crude Oil Hits $75, and Gold Nears $2,050 - Global Markets Today While US Was Sleeping
↗
January 12, 2024
US stock markets closed mixed on Jan 11 due to rising inflation and strong labor market. Asian markets mostly up. Oil prices rise due to Yemen strikes.
Via
Benzinga
Topics
Economy
Japan's Market Hits 34-Year High, Europe Mostly In Green; Crude Oil At $72.50 - Global Markets Today While US Was Sleeping
↗
January 11, 2024
On Wednesday, January 10th, U.S. stock markets closed on a positive note, led by a rally in major stocks, with investors cautious ahead of upcoming inflation reports and major bank earnings.
Via
Benzinga
Topics
Economy
Japanese Market Shines In Asia, European Markets Steady, Gold Climbs To $2,040 - Global Markets Today While US Was Sleeping
↗
January 10, 2024
On Tuesday, January 9th, the U.S. stock markets closed mixed, influenced by a slight uptick in Treasury yields, leading to the S&P 500 and Dow Jones ending the session in the red.
Via
Benzinga
Topics
Stocks
Asia Markets Up, Europe Falls, While Crude Oil And Gold Gain - Global Markets Today While US Was Sleeping
↗
January 09, 2024
On Monday, January 8th, the U.S. stock markets closed higher, with Nasdaq Composite gaining +2%, spurred by falling Treasury yields boosting large-cap stocks.
Via
Benzinga
Topics
Stocks
Asia And European Markets Fall, Crude Oil Drops Almost 3% - Global Markets Today While US Was Sleeping
↗
January 08, 2024
On Friday, January 5th, the U.S. stock markets experienced a modest uptick at the close, yet this slight gain was insufficient to offset the S&P 500 and Nasdaq Composite's weakest weekly opening in...
Via
Benzinga
Asia Markets Mixed, Europe Declines, Crude Oil At $72.5 - Global Markets Today While US Was Sleeping
↗
January 05, 2024
On Thursday, January 4th, the U.S. stock markets closed mixed, with the S&P 500 and Nasdaq Composite continuing the downward trend.
Via
Benzinga
Topics
Stocks
Asia Markets In Red, Europe Green, While Crude Oil And Gold In Rise - Global Markets Today While US Was Sleeping
↗
January 04, 2024
On Wednesday, January 3rd, the U.S. stock markets closed lower amid profit-taking and lackluster response to the Federal Reserve's December meeting minutes.
Via
Benzinga
Asia Markets Mixed, Europe Dips; Crude Oil Hovers Around $70 - Global Markets Today While US Was Sleeping
↗
January 03, 2024
On Tuesday, January 2nd, the U.S.
Via
Benzinga
Ray Dalio keeps adding to this ETF, what's he thinking?
December 28, 2023
Ray Dalio is going to be happy with his newest purchases into Asian stocks, there are two in particular that could bring in a good bulk of returns to this play
Via
MarketBeat
Topics
ETFs
Asia Markets Mixed, Europe Mostly In Green, Crude Oil And Gold Drop - Global Markets Today While US Was Sleeping
↗
December 28, 2023
On Wednesday, December 27th, the U.S. stock markets closed in green, with major U.S. stock indexes fluctuating between slight gains and losses during the session.
Via
Benzinga
Asia Markets Mixed, Europe Gains As 2024 begins; Crude Oil And Gold Up - Global Markets Today While US Was Sleeping
↗
January 02, 2024
On Friday, December 29th, the U.S. stock markets closed in red, the last trading day of 2023, concluding a year of robust gains fueled by a strong year-end rally and prospects of relaxed monetary...
Via
Benzinga
Asia And Europe Markets Rise, Crude Oil Reaches Hovers Around $75, Gold Hits $2,075 - Global Markets Today While US Was Sleeping
↗
December 27, 2023
On Tuesday, December 26th, the U.S. stock markets closed in green as all major indexes surged, boosted by increases in the Oil & Gas, Consumer Goods, and Industrial sectors.
Via
Benzinga
Asia Markets Mixed, Europe Gains, Crude Oil At $72, While Gold Slides - Global Markets Today While US Was Sleeping
↗
December 29, 2023
On Thursday, December 28th, the U.S. stock markets closed mixed, with the Nasdaq composite recording a slight decline. In economic data, initial jobless claims rose to 218,000 in the week ending...
Via
Benzinga
Topics
Stocks
Asia Markets Mixed, Europe Slides, While Crude Oil Nears $75 - Global Markets Today While Us Was Sleeping
↗
December 21, 2023
On Wednesday, December 20th, the U.S. stock markets closed with significant losses, with the S&P 500 impacted heavily by FedEx's performance and the Dow Jones ending its nine-day streak of gains.
Via
Benzinga
Topics
Stocks
Asian Markets Mixed, Europe Closed, Crude Oil Falls below $75 While Gold Hits $2,070 - Global Markets Today While Us Was Sleeping
↗
December 26, 2023
On Friday, December 22nd, the U.S. stock markets closed mixed amid the holiday weekend as investors reacted to cooler-than-expected inflation data, increasing expectations for Federal Reserve rate cuts...
Via
Benzinga
Topics
Economy
Asia Markets Mostly In Red, Europe Up, Crude Oil Nears $75 - Global Markets Today While Us Was Sleeping
↗
December 22, 2023
On Thursday, December 21st, the U.S. stock markets closed in green as economic data spurred hopes for a more relaxed Federal Reserve policy, boosting investor confidence. In economic data, U.S. jobless...
Via
Benzinga
Topics
Economy
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