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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
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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
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
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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"Value" Funds See Big Inflow, Oil Continues To Bleed - ETF Winners And Losers: Mid-Cap Flows
↗
December 18, 2023
Via
Benzinga
Topics
ETFs
Materials, Metals & Mining – Big Update
↗
December 15, 2023
A discussion about various trading strategies, market insights and observations in different sectors like steel, building materials, and precious metals.
Via
Talk Markets
Santa Rally Boosts Real Estate Stocks: 5 ETF Picks To Ride The Fed Rate Cut Wave
↗
December 14, 2023
Federal Reserve Chair Jerome Powell signals possible rate cuts in 2024, sending real estate stocks soaring to outperform all other sectors in the S&P 500.
Via
Benzinga
Topics
ETFs
Economy
Stocks
US Stocks Eye 7-Day Winning Streak As Mortgage Rates Fall Below 7%, Yields Tumble: What's Driving Markets Thursday?
↗
December 14, 2023
It’s shaping up to be a positive Thursday on Wall Street, with risk sentiment remaining robust after the Federal Reserve effectively opened the door to rate cuts in 2024.
Via
Benzinga
Topics
Economy
Stocks Hold Steady, Yields Decline As Fed Meeting Looms: What's Driving Markets Wednesday?
↗
December 13, 2023
Midway through the trading day on Wall Street, calm reigns supreme as investors eagerly await the Federal Reserve’s decision on interest rates.
Via
Benzinga
Topics
Economy
Stocks Stall While Gold, Treasuries Rise; Oil Puts Pressure On Energy Stocks: What's Driving Markets Wednesday?
↗
December 06, 2023
Major large-cap stock indices hovered around parity during early afternoon trading in New York, in a rather subdued trading session on Wall Street.
Via
Benzinga
Wall Street Revels In Gains As AI, Tech Titans Surge; Dollar Plunges Against Yen: What's Driving Markets Thursday?
↗
December 07, 2023
Wall Street was enjoying a bullish Thursday afternoon, propelled by AI stocks and tech giants, as investors grew increasingly optimistic about the disruptive technology.
Via
Benzinga
Topics
Artificial Intelligence
US Stocks Falter, Bonds, Dollar Gain, While Bitcoin Soars Past $43,000 On Rising Institutional Interest: What's Driving Markets Tuesday?
↗
December 05, 2023
The momentum on Wall Street during Tuesday’s session continues to lack strength as investors carefully scrutinize the most recent economic data.
Via
Benzinga
Stocks, Gold, Bonds Rally Further, Dollars Tumbles As Traders Anticipate Fed Cuts: What's Driving Markets Friday?
↗
December 01, 2023
Kicking off the new month, Wall Street continued its strong November momentum, with major U.S. stocks rallying on Friday.
Via
Benzinga
Topics
Economy
Chilling 2024 S&P 500 Outlook: Why JPMorgan Analysts Project Nightmare Scenario For Stocks
↗
November 30, 2023
JP Morgan is bearish on the US stock market in 2024, predicting an 8% drop. They point to rich valuations, aging cycle, restrictive monetary policy, geopolitical risks, and rising debt costs as factors...
Via
Benzinga
Topics
Stocks
Markets In The Black With The Economy In The Red?
↗
November 24, 2023
Volume has been crushed, possibly too far.
Via
Talk Markets
Topics
Economy
S&P 500 Flirts With Key Resistance, VIX Drops, Nvidia In Focus: What's Driving Markets Wednesday?
↗
November 22, 2023
Wall Street is cloaked in green in the session leading up to Thanksgiving, with the S&P 500 index reaching 4,560 points, a level closely watched by analysts, at midday trading in New York.
Via
Benzinga
Topics
Stocks
US Stock Market Posts Another Week Of Gains As Inflation Softens: This Week In The Markets
↗
November 17, 2023
Stock markets have notched their third successive week of gains, buoyed by inflation data falling short of forecasts. The Fed futures market anticipates four rate cuts in 2024.
Via
Benzinga
Topics
Economy
Stocks Edge Down Ahead Of Fed Minutes, Nvidia Earnings, While Gold Hits $2,000: What's Driving Markets Tuesday?
↗
November 21, 2023
Wall Street took a brief respite during midday trading on Tuesday, marked by modest losses in major stock averages.
Via
Benzinga
Topics
Economy
CPI Sends Tech Stocks, Retail Banks, The Russell, And Bonds Flying - Your Evening Play
↗
November 14, 2023
Pinpointing the CPI inflation data and how it helped extend the fall in TNX while boosting tech, regional banks, the Russell 2000, and bonds much higher.
Via
Talk Markets
Topics
Bonds
Economy
Expanding (Investment) Horizons: The Case For Investing Globally
↗
October 19, 2023
Via
Talk Markets
Amidst Global Conflict, Investors Flood ESG-Focused Fund - ETF Winners And Losers: Mid-Cap Flows
↗
October 12, 2023
Via
Benzinga
Topics
ETFs
Inflation And Earnings Ahead: Your Key To Unlocking This Wild Week
↗
October 10, 2023
We're continuing to see a very resilient market that is rallying in the face of seemingly bearish major headlines.
Via
Talk Markets
Topics
Economy
PepsiCo On CNBC's 'Final Trades,' Plus: A Food & Beverage ETF Has 9 Negative Weeks
↗
October 09, 2023
On CNBC’s "Halftime Report Final Trades," Joshua Brown of Ritholtz Wealth Management named PepsiCo, Inc.
Via
Benzinga
Topics
ETFs
Yield Curve Inversion May Not Predict Recession, But Analyst Says Too Early To Declare 'All Clear' On Downturn
↗
October 04, 2023
Via
Benzinga
Topics
Economy
Bullish Pause As Bears Lie In Wait
↗
September 25, 2023
Major market gauges finished higher in the session despite US dollar strength and rising yields.
Via
Talk Markets
Morgan Stanley Strategist Advocates Defensive Stance As Market Dynamics Shift
↗
September 25, 2023
A Morgan Stanley equity strategist advocates a cautious stance, favoring defensive sectors while highlighting challenges in other sectors.
Via
Benzinga
AskSlim Market Week - Friday, Sep. 22
↗
September 22, 2023
Technical and cycle analysis, and market commentary.
Via
Talk Markets
The Fed In Focus; Your Guide To This Week's Fed Day And Beyond
↗
September 19, 2023
The Federal Reserve meets Wednesday and while they are very unlikely to raise the Fed Funds rate tomorrow, all eyes and ears will be focused on what Chair Powell says about inflation.
Via
Talk Markets
Topics
Economy
Selling Pivot Hopes
↗
September 02, 2023
Via
Talk Markets
Jackson Hole Second Thoughts
↗
August 26, 2023
Nasdaq did front-run retreating yields, and tech is also the place where improvements in market breadth were best visible. USD, though, wasn't in retreat mode, which makes the assumption that tech can...
Via
Talk Markets
Energy Holds Above Their 50-DMAs
↗
August 22, 2023
This month has seen a material decline in the percentage of stocks trading above their respective 50-DMAs.
Via
Talk Markets
Stock Market Rally Coming? Investing In 2024
↗
August 22, 2023
Since the beginning of August, the stock market has come under pressure. Concerns about higher interest rates, a downgrade of U.S. bonds, and an uptick in inflation spooked more bullish investors.
Via
Talk Markets
Topics
Bonds
Economy
Weekly Market Pulse: A Positive Feedback Loop?
↗
August 14, 2023
If real interest rates reflect investment demand in the real economy – and that’s pretty standard theory – then rising real rates is obviously a positive sign for the future.
Via
Talk Markets
Topics
Economy
Earnings Surprises And Inflation Still In Play: Your Midweek Market Update
↗
August 08, 2023
We had a surprise 15% gain in Eli Lilly on earnings today and we're gearing up for Disney's earnings tomorrow.
Via
Talk Markets
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