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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
Services, Fees and Compensation
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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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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Vanguard Growth ETF
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Do You Have An Investment Drawbridge? Here’s How to Build Your Own
↗
April 24, 2022
We’ve done something similar at MarketGauge by developing trading rules, proprietary indicators, and mechanical trading systems that integrate acute risk-averse methodologies.
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5 Best Value Stocks To Buy With $100: Citigroup, General Motors And More
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April 20, 2022
After more than a decade of growth stocks outperforming value stocks, that trend has reversed in the past year.
Via
Benzinga
Bullish Odds Are Deteriorating
↗
April 16, 2022
Stocks vs. commodities, long-term. The bullish window may be closing.
Via
Talk Markets
3 Vanguard ETFs to Buy Now
↗
April 05, 2022
These are the best long-term Vanguard ETFs to invest in now. VUG, VHT, and VIOV can make great investments in April.
Via
InvestorPlace
Growth Stocks Versus Value Stocks: Where’s the Bargain?
↗
March 03, 2022
It’s been a brutal start to the year for many investors. Is now the time to hunt for bargains in the stock market? And if so, are growth stocks cheap enough to buy?
Via
Talk Markets
March Madness, Revisiting The First Quarter
↗
April 03, 2022
You might be surprised to learn that betting on March Madness this year topped $3.1 billion. That number only covers the legitimate bracket contests and betting. I am confident that it is much higher...
Via
Talk Markets
Walking The Tightrope... How To Adjust Your Portfolio To Handle Rising Rates
↗
March 20, 2022
After many months of speculation, the Federal Reserve finally took away the punch bowl. This ended speculation of “when” and followed their action of reducing an accommodating stance.
Via
Talk Markets
Fear & Greed Have Become Best Friends
↗
March 06, 2022
It has been another bumpy week for the market. One day the market was down -1.5%, followed by a quick +2.5% bounce, only to again retreat with several days of continued selling to finish the week.
Via
Talk Markets
Will Oil’s Spike Cause A Recession And Bear Market?
↗
March 05, 2022
Learning from past supply disruptions. Also: Are bull/bear charts starting to roll over in the bear's favor?
Via
Talk Markets
Why Did (Does) Ukraine Even Matter To The Markets?
↗
February 27, 2022
The headlines this week were focused on the Russian invasion of Ukraine, so let’s step back and look at the big picture and see how that may impact the markets.
Via
Talk Markets
Is The Final Low In Place?
↗
February 25, 2022
Following Russia's invasion of Ukraine, risk assets experienced a sharp intraday reversal and follow-through gains Friday.
Via
Talk Markets
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
The Heat Is On
↗
February 13, 2022
Another wild ride on Wall Street, with negative economic numbers and possible hostile situations around the globe.
Via
Talk Markets
Stocks Fail At Bull/bear Inflection Point
↗
February 11, 2022
Via
Talk Markets
Reward & Punishment
↗
February 06, 2022
It was another wild week of fast moves in the stock market indices as we remain in the middle of earnings season. Let's take a look.
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Talk Markets
Light At End Of Pessimistic Stock Market Tunnel?
↗
February 04, 2022
A look at what we can learn from pessimistic stock market sentiment in terms of downside risk and upside potential based on history and probabilities.
Via
Talk Markets
There Are Some Rays Of Sunshine, Let Us Tell You Where
↗
January 23, 2022
The U.S. equities markets do not look pretty after this week’s steep decline. However, while there are dark clouds over the market, especially in high PE multiple growth stocks, the sun could peek out...
Via
Talk Markets
Is The Secular Bull On The Ropes?
↗
January 22, 2022
The takeaway from
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Talk Markets
Is The Bearish Case Being Overstated?
↗
January 14, 2022
An objective comparison of 2022 to the major stock market peaks in 2000 and 2007.
Via
Talk Markets
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
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