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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF
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
Tax-Free Income Seminar
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Fidelity Nasdaq Composite Index ETF
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Updated: 4:15 PM EDT, Oct 31, 2025
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Will Nasdaq Stocks Soar Again in 2024? Here's What History Shows.
January 14, 2024
The Nasdaq could be poised for another good year.
Via
The Motley Fool
Technical Market Report For January 6, 2024
January 06, 2024
The good news is, last week's decline in prices was not accompanied by a significant increase in the number of new lows.
Via
Talk Markets
CoT: Peek Into Future Thru Futures, How Hedge Funds Are Positioned
December 24, 2023
It just feels like non-commercials are in a mood to pick up pennies in front of a steamroller.
Via
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A Guide To Nasdaq ETF Investing
December 15, 2023
Via
Talk Markets
Topics
ETFs
The Message From Twelve Post-CPI Charts
November 14, 2023
The developments following the better-than-expected CPI data increase the odds the primary bullish trend is in the process of retaking control.
Via
Talk Markets
Technical Market Report For May 6, 2023
May 06, 2023
Market breadth was lousy again last week. Most of the Indices were down for the week, except the OTC. Big tech is holding up the OTC and SPX.
Via
Talk Markets
The Bull Market's Moment Of Truth
October 13, 2023
Runaway government spending, tensions in the Middle East, spikes in interest rates and oil prices - at what point do they become too much for the bull market?
Via
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Beat the Nasdaq? This Dividend Stock Has Actually Done It
October 13, 2023
Digital infrastructure giant Equinix pays shareholders in cash along the way.
Via
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How The 'January Effect' Could Spark Tech Stock Renaissance In October, Q4
October 05, 2023
Via
Benzinga
CoT: Peeking Into Future Through Futures, Hedge Funds Positioning
August 13, 2023
Equity bears who were zealously shorting at/near the low from last October contributed massively to the rally that followed. Between that low (3492) and the high of July 27 (4607), the S&P 500 shot up...
Via
Talk Markets
Topics
Stocks
Technical Market Report For August 5, 2023
August 05, 2023
The market is no longer overbought. The breadth indicators all headed downward, but the numbers were not terrible.
Via
Talk Markets
This Investing Strategy Has a 100% Success Rate, But It Comes With a Very Big Catch
July 29, 2023
104 out of 104 is about as close as you'll get to a guarantee on Wall Street.
Via
The Motley Fool
Technical Market Report For July 15, 2023
July 15, 2023
The Nasdaq composite, S&P 500 and Dow Jones Industrial Average all closed at their highs for the year late last week. But: The market is overbought.
Via
Talk Markets
The Nasdaq Had Its Best First Half in 40 Years: History Says This Will Happen Next
July 08, 2023
The Nasdaq Composite skyrocketed in the first half of 2023, but its momentum may fizzle in the second half.
Via
The Motley Fool
Peeking Into The Future Via CoT - July 2, 2023
July 02, 2023
The gap between what the Fed is telling us and what traders in the futures market have their money on is just too wide.
Via
Talk Markets
Technical Market Report For June 17, 2023
June 17, 2023
Profits are down and money supply is down. This has to be a blow off top.
Via
Talk Markets
Market Briefing For Monday, Jun 12
June 12, 2023
I'd like to see some tech mega-caps retreat soon, then recover into July, while a few small-caps expand a lot. The new week is a Fed meeting and Quarterly Expiration. Rock & roll time.
Via
Talk Markets
Technical Market Report For June 10, 2023
June 10, 2023
Last week the indices took off and new lows disappeared - here we go.
Via
Talk Markets
Market Briefing For Tuesday, May 30 '23
May 28, 2023
We expect a surprise upside into Summer; at the same time we suspect a profit-taking or corrective wave briefly after a hot response to finally getting a Debt Ceiling deal.
Via
Talk Markets
Technical Market Report For May 27, 2023
May 27, 2023
Big tech continued to be all that is pushing up the OTC and SPX. (Thank you, Nvidia!)
Via
Talk Markets
S&P "Bull Trap"?
May 24, 2023
I thought there was sufficient evidence to argue against a
Via
Talk Markets
Market Briefing For Monday, May 22, 2023
May 21, 2023
The Fed Chairman seemed to give leeway to seeing how things go, realizing economics often lag policy movements.
Via
Talk Markets
Market Briefing For Monday, May 15 '23
May 14, 2023
I could make a case in either direction for the S&P, with limited moment in the smaller stocks, which may seem boring; but eventually some will be lively.
Via
Talk Markets
Technical Market Report For May 13, 2023
May 13, 2023
The good news is, the Nasdaq composite (OTC) closed at its high for this year last Thursday. However, all of the other major indices were down.
Via
Talk Markets
Market Briefing For Monday, May 8 '23
May 07, 2023
Even if this rebound exhausts and we crater anew later this month, it can still be a set-up for a rebound to the range high levels or beyond, by mid-Summer, if things go well.
Via
Talk Markets
The Quagmire: 6 Indexes At A Crossroads
May 07, 2023
Either the bulls or the bears are going to be very, very happy with the release of this tension within the next few weeks. I just can’t for the life of me figure out who.
Via
Talk Markets
Nasdaq, NYSE Stock Trading - Elliott Wave Analysis
May 07, 2023
Via
Talk Markets
The 3 Most Undervalued Nasdaq Stocks to Buy in May 2023
May 06, 2023
With the Nasdaq up 17% YTD, finding cheap Nasdaq stocks to buy now is a bit trickier than it was a few months ago. But they are out there.
Via
InvestorPlace
This 1 Piece of Warren Buffett Advice Should Guide Your Retirement
April 08, 2023
Investors should not overlook this simple yet powerful investing advice.
Via
The Motley Fool
Is a Nasdaq Bull Market Coming In 2023? Here's What History Says
March 31, 2023
The ongoing Nasdaq bear market has already lasted twice as long as the average bear market, but that doesn't mean it will end anytime soon.
Via
The Motley Fool
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