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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
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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There Is A Skip In The Song
↗
January 09, 2022
Early January is when we should always be prepared for a skip in the song playing in the market's narrative. The 2022
Via
Talk Markets
Here’s Why Value Stocks May Shine In 2022
↗
January 07, 2022
Growth stocks have out-performed value stocks for nearly 15 years, with a major surge from 2017 to 2020. But the past two years have seen this turn into a tug-o-war as value stocks attempt to regain...
Via
Talk Markets
What Will Be The Tune Of Markets In 2022?
↗
January 02, 2022
When we discuss investment returns, it looks like it was a good 2021. There were certainly many challenges during 2021. However, investment returns were positive, considerable, and once again, they...
Via
Talk Markets
Santa Finally Showed Up
↗
December 26, 2021
A “Santa Claus Rally” started this past week. A variety of factors, including lighter volume, less institutional action, end of year bonuses, profit sharing distributions, and less fear about Omicron,...
Via
Talk Markets
Where’s Santa?
↗
December 19, 2021
Investors anticipate the phenomenon that not only happens around most National Holidays, but especially during the Thanksgiving to Christmas season called “The Santa Claus Rally” on Wall Street.
Via
Talk Markets
Is The Stock Market Bubble Finally Bursting?
↗
December 17, 2021
Is the stock market taking on a look similar to the major peaking process in 1999-2000? How concerning are similarities to Q4 2018 (a weak period for stocks)?
Via
Talk Markets
Strained Again
↗
November 28, 2021
Thanks to the new Omicron Covid variant, this was the worst sell off after Thanksgiving in 70 years for US markets.
Via
Talk Markets
Is The New Covid Variant A Game Changer For Stocks?
↗
November 27, 2021
After the worst Black Friday in stock market history, how much damage was done to the bullish trend? What should bulls and bears be looking for next week?
Via
Talk Markets
Reopening Trade and Value Rebound
↗
November 22, 2021
The three deciles of the worst-performing stocks during the COVID Crash were now the top performers in today’s session. All other deciles are also higher to start the week but to a much more modest...
Via
Talk Markets
Something Stinks B4 Thanksgiving
↗
November 21, 2021
With inflation rising at an accelerated rate and disruptions in the supply chain creating shortages and enhanced demand, everything including milk, cars, food, paint, lumber, gasoline costs more, which...
Via
Talk Markets
Topics
Energy
Will Inflation Derail The Year-End Rally In Stocks?
↗
November 12, 2021
Market participants were recently presented with the highest inflation report in more than 30 years. What does it mean for investors and traders?
Via
Talk Markets
ETF Battles: QQQ vs VUG – Finding the Best Growth Stock ETF
↗
November 10, 2021
QQQ vs. VUG examines two competing growth stock strategies for obtaining optimal exposure. Which one is the better choice for investors?
Via
Talk Markets
The Market’s Urgent "Co·nun·drum"
↗
November 07, 2021
Last week we saw a small, but a much needed, significant degree of bipartisan action! Even with a few Democrats, and most Republicans voting against it, the $1.2 trillion Infrastructure Bill, passed.
Via
Talk Markets
Will Shifting Rate Expectations Send Stocks Into Orbit?
↗
November 05, 2021
Interest rates have fallen in recent sessions. How has it impacted risk assets and stock market leadership?
Via
Talk Markets
Taper-Induced Changes Coming For Investors?
↗
October 29, 2021
The Fed will most likely announce the long-awaited taper schedule at the November 2-3 meeting.
Via
Talk Markets
Topics
Economy
Will Inflation Change Everything We Know About Investing And Asset Allocation?
↗
October 22, 2021
The media is filled with stories about the negative impact of rising and high inflation. Will inflation change everything we know about markets, investing, and asset allocation?
Via
Talk Markets
Sitting On The Dock Of The Bay
↗
October 17, 2021
I am sure by now you and your family are feeling the effects of rising inflation. It has manifested itself in just about every aspect of American life…rising food costs, building supplies, housing...
Via
Talk Markets
New All-Time Highs Coming In Stocks Before Year-End?
↗
October 15, 2021
How much progress has the stock market made in terms of putting in a pullback low? What do the long-term charts say about tech, growth, commodities, financials, and energy?
Via
Talk Markets
Have Stocks Made Their Final Low?
↗
October 08, 2021
The S&P 500 finished the week 112 points above the intraweek low that was made on Monday, October 4. How much progress has been made in terms of ending the pullback?
Via
Talk Markets
Topics
Stocks
Are Growth Stocks About To Signal “Risk-On” To Equity Investors?
↗
September 23, 2021
Equity investors like it when the markets are in “risk-on” mode.
Via
Talk Markets
Stranger Things
↗
September 19, 2021
Stocks were mostly weaker, led by the S&P 500 and the Nasdaq 100 which were both down about -0.8 % on the week. Several things are looming over the market…the debt ceiling needing to be raised, no sure...
Via
Talk Markets
Topics
Stocks
Never Forget
↗
September 12, 2021
The market sold off this week as a result of the convergence of weak seasonals, poor momentum, eroding market internals, a very confusing message from the economic data, and a lack of clarity about...
Via
Talk Markets
Topics
Economy
Will The Weak Jobs Report Reignite Or Derail The Bull?
↗
September 03, 2021
Friday's labor report came in well below expectations. What can we learn from the market's reaction?
Via
Talk Markets
How Many Bearish Boxes Have Been Checked?
↗
July 30, 2021
Are the bears making meaningful progress? Things to monitor next week.
Via
Talk Markets
Large Cap Growth Leaves Small Cap Growth in the Dust
↗
July 28, 2021
Growth stocks have been clear winners of late, but that does not necessarily include all growth stocks.
Via
Talk Markets
Party Over?
↗
July 18, 2021
The recent runup to new highs in both the S&P 500 and the Nasdaq 100 came to an abrupt halt this week, and our Risk Gauges flipped negative in short order.
Via
Talk Markets
Topics
Stocks
The Disconnect Continues
↗
July 11, 2021
Both the S&P 500 and the Nasdaq continued their leadership this past week, while 'grandpa' Russell continued to lag. Large-cap stocks are masking poor market internals, yet overall good volume and...
Via
Talk Markets
Topics
Stocks
Only One Can Be Right... Who’s It Going To Be?
↗
July 05, 2021
Credit markets are often considered smarter (or one step ahead of) the equity markets, so the HYG/TLT trend could be foreshadowing a sell-off. Keep an eye on it.
Via
Talk Markets
The Fed’s FUD (Fear, Uncertainty, Doubt)
↗
June 20, 2021
The lack of action from the Fed has proven to be detrimental to a recovering market, with no changes creating fear, uncertainty, and doubt across every asset class.
Via
Talk Markets
Topics
Economy
What Does It Meme?
↗
June 13, 2021
The recent runup in
Via
Talk Markets
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