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home
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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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What ETF Is Best? 7 Great Funds to Consider.
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May 05, 2022
ETF investing is a great way to gain exposure to thematic stocks while limiting downside risk with diversification.
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Sell High-Beta Stocks, Buy Low-Volatility Stocks
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May 02, 2022
A sound investment strategy takes advantage of the economic environment. The economic environment drives the relative performance of investments. The business cycle tells which stocks should be in your...
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5 ETFs to Make the Most of Red-Hot 40-Year High Inflation
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April 13, 2022
Investors could make some profits by investing in ETFs benefiting from the rising inflation.
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Leading And Lagging Sectors For April 13, 2022
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April 13, 2022
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Contemplating Concentration
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March 14, 2022
After the exceptional performance of large-cap stocks in recent years, concentration concerns naturally come to mind.
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STOXX 600 22Q1 Earnings Preview: Earnings Growth Remains Resilient
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April 13, 2022
As we enter the 22Q1 earnings season, the market will be adapting to ‘a new normal’ as we exit 2021 which saw STOXX 600 earnings growth increase by 76.6%, a record-year in large part to base effects.
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5 ETFs to Bet on the Favorite Sectors of Q1 Earnings
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April 11, 2022
The first-quarter 2022 earnings season is set to kick off this week, with the banking sector slated to report numbers. Total S&P 500 earnings are expected to be up 3.2% from the same period last year...
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Your Price Level and Strong Stock Update Plan before the Fed Minutes
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April 05, 2022
In today's sessions, Treasury Yields spikes as bonds made fresh new 2022 lows in a continued downtrend.
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Sector Price and Breadth Update
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April 04, 2022
Utilities, Consumer Staples, and Energy are seeing their AD lines pull back from new highs, but price has been somewhat disconnected.
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Sizing Sectors
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March 30, 2022
After peaks in S&P 500® concentration, the S&P 500 Equal Weight Index has tended to outperform, suggesting that there is a relationship between changes in concentration and the relative performance of...
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Trading Alert: The Top Stocks And Sectors To Watch Next Week
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March 27, 2022
I can already tell you that a storm is brewing for stocks in sectors like biotech and home construction. These sector ETFs seem to be some of the worst in breed right now.
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Equity Income Whitepaper
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March 26, 2022
Inflation has reached levels not seen in 40 years, pressuring the Federal Reserve to raise interest rates and reduce their balance sheet.
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Leading And Lagging Sectors For March 23, 2022
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March 23, 2022
Gainers Symbol Name Price
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Market Recap - An impressive rally
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March 18, 2022
The S&P 500 has rallied 6.9% over the past four days. The rally is impressive, but we're still not out of the woods.
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“Home Sweet Home” Stock Market (And Sentiment Results)
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March 17, 2022
Only 2 things that held them back: 1) Government Regulatory Crackdown 2) De-listing risk. BOTH were addressed overnight by Vice Premier Liu He when he said, “actively introduce policies that benefit...
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Will Materials Margins Get Hit by Inflation Pressures?
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March 16, 2022
Headed into the 2021Q4 earnings season, the materials sector had the 2nd highest revenue and earnings growth estimates. However, materials had the lowest beat rate for EPS, with only 57% of companies...
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Style Perspectives In Vogue
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March 11, 2022
U.S. equities have had a tough start to the year amid rising inflation concerns, anticipated rate hikes by the Federal Reserve, earnings misses from several mega-cap companies, and ongoing geopolitical...
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AskSlim Market Week - Friday, March 11
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March 11, 2022
Technical and cycle analysis, and market commentary.
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No Easy Answer: Sector and Factor Responses to U.S. Rate Hikes
↗
March 09, 2022
Although higher rates are generally seen as negative for risk assets, the initial stages of a monetary tightening cycle have not been disastrous for the U.S. stock market historically.
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Russia/Ukraine Conflict and Implications on Sector Views
↗
March 02, 2022
For positioning, investors should be ready for volatility as events unfold and focus on more defensive sectors of the economy.
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Two Volatile Sectors
↗
February 18, 2022
The volatility of the Information Technology and Consumer Discretionary sectors increased by 2% and 3%, respectively, while the volatility of the remaining sectors was either flat or down.
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Backward Looking Allocators, Forward Looking Opportunities…
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February 17, 2022
Biggest market threat to the market is a policy misstep!
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Leading And Lagging Sectors For February 17, 2022
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February 17, 2022
Gainers Symbol Name Pr...
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What The Fed's Balance Sheet Reduction Will Mean For The S&P 500
↗
February 15, 2022
From Sept. 15, 2008 to Jan. 15, 2015, the Fed increased its balance sheet holdings to $4.51 trillion. During that same stretch, the S&P 500 gained 65.7%.
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What The Fed's Balance Sheet Reduction Will Mean For The S&P 500
↗
February 15, 2022
The SPDR S&P 500 ETF Trust (NYSE: SPY) is off to a shaky start to 2022, down 5.1% year-to-date. Investors are rightfully concerned about the potential for Federal Reserve...
Via
Benzinga
One of These Sectors Is Not Like the Others
↗
February 14, 2022
While most sectors are firmly in the red on a year-to-date basis, Energy has rallied over 25%, and it’s only mid-February.
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The Heat Is On
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February 13, 2022
Another wild ride on Wall Street, with negative economic numbers and possible hostile situations around the globe.
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Inflation Reaches 40-Year High: 4 Sector ETFs to Buy
↗
February 11, 2022
Investors could make some profits by investing in ETFs benefiting from the rising inflation.
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Leading And Lagging Sectors For February 11, 2022
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February 11, 2022
Gainers Symbol Name Pr...
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Leading And Lagging Sectors For February 10, 2022
↗
February 10, 2022
Gainers Symbol Name Pr...
Via
Benzinga
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