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home
about us
Investment Approach
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Team Biographies
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
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
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
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Event Schedule
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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
Tax-Free Income Seminar
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MSCI EM ETF
(NY:
IEMG
)
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Updated: 8:00 PM EST, Feb 23, 2026
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Investors Put Risk On During the Flows Week, Padding The Coffers Of Emerging Markets Equity ETFs And High Yield ETFs
↗
November 11, 2022
Fund and ETF investors were net sellers of all four broad asset classes this week.
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: During the Midterm Election Week Bond ETFs Attract A Net $3.7 Billion
↗
November 10, 2022
Investors were net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in three, withdrawing a net $23.3 billion for the fund-flows week ended Wednesday,...
Via
Talk Markets
Ray Dalio Is Stepping Down. Here Are His Top 5 Stock Bets.
↗
October 05, 2022
Ray Dalio is officially stepping down from Bridgewater Associates, green-lighting succession plans that have been in the works since 2010.
Via
InvestorPlace
Ray Dalio’s Bridgewater Is a Huge Winner in 2022. He’s Betting Big on These 5 Stocks.
↗
July 06, 2022
Legendary fund manager and billionaire Ray Dalio is having an excellent year. His flagship fund, Pure Alpha II, has returned 32%
Via
InvestorPlace
Billionaire Ray Dalio Says ‘Cash Is Trash.’ Here’s Where He’s Putting His Money Instead.
↗
June 01, 2022
Ray Dalio has held his ground that "cash is trash." Instead, he recommends real assets, which include land, commodities and real estate.
Via
InvestorPlace
Regular ETFs That Swell In Assets Amid Rising Rate Worries
↗
April 18, 2022
Wall Street has been downbeat in recent weeks. This happened on the likelihood of faster monetary policy tightening by the Federal Reserve.
Via
Talk Markets
Best ETF For Investing In Emerging Markets? Watch VWO Vs. IEMG Vs. FNDE Vs. XSOE!
↗
April 08, 2022
Program judges Mike Akins with ETF Action and John Davi with Astoria Portfolio Advisors judge the ETF match-up.
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Sector-Energy ETFs Post Second-Highest Weekly Outflows on Record
↗
April 01, 2022
Investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second straight week, adding a net $31.5 billion to the market.
Via
Talk Markets
How The Collapse Of The Russian Ruble Could Impact Your Portfolio
↗
February 28, 2022
The Russian ruble was trading as low as 119 per U.S. dollar on Monday morning, down from 84 per dollar on Sunday, a decline of nearly 30%. The precipitous fall of Russia's...
Via
Benzinga
Could Didi Global Become a Penny Stock?
↗
December 02, 2021
DIDI stock has been under significant pressure from Chinese regulators and as a result has become one of the worst IPOs of recent months.
Via
InvestorPlace
Topics
Initial Public Offering
'Halftime Report' Traders Advise Viewers On Zillow, Porsche And IEMG
↗
August 19, 2021
On CNBC's "Fast Money Halftime Report," Josh Brown said he didn't expect Zillow Group Inc Class A (NASDAQ: ZG) will get below $100 the way it did. It's not...
Via
Benzinga
'Halftime Report' Traders Advise Viewers On Disney, Cleveland-Cliffs And More
↗
April 19, 2021
On CNBC's "Fast Money Halftime Report," Bryn Talkington said she likes the energy space. Diamondback Energy Inc (NASDAQ: FANG) had a monster run so the easy trade in...
Via
Benzinga
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