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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
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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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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Are We Listening To The Market's Message?
↗
March 08, 2024
This week's video features chart/fact-based Q & A covering major stock market indexes, ETFs, the economy, homebuilders, regional banks, semiconductors, value stocks, energy stocks, biotech, and more.
Via
Talk Markets
Topics
ETFs
Economy
Total Return Forecasts: Major Asset Classes - Monday, March 4
↗
March 04, 2024
The long-term return return estimate for the Global Market Index edged up in February, rising from January’s estimate — the first increase in three months.
Via
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Investors Poured Nearly $40B Into 10 ETFs In February: Find Out What You're Overlooking
↗
February 29, 2024
The S&P 500 index, a bellwether for the U.S. stock market, ends February with a 5.3% surge, marking its fourth consecutive month of gains. Since the tumultuous days of late October, the broader stock...
Via
Benzinga
Topics
ETFs
Conventional Fund And ETF Investors Give A Cold Shoulder To Equity Funds For The Fund-Flows Week
↗
February 22, 2024
Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the second week in three, redeeming a net $11.6 billion for the LSEG Lipper fund-flows week ended...
Via
Talk Markets
Topics
ETFs
The Big Problem With The Bond Market
↗
January 23, 2024
Now that 0% interest rates are a thing of the past, bonds finally pay a decent amount of interest..
Via
Talk Markets
Topics
Bonds
Total Bond Market ETF Tops $100B In AUM
↗
December 09, 2023
The Vanguard Total Bond Market ETF (BND) , a prominent bond exchange-traded fund, has reached a milestone by surpassing $100 billion in assets.
Via
Talk Markets
Topics
Bonds
ETFs
U.S. Weekly Fundflows Insight Report: Equity ETFs, Conventional Funds Suffer Net Redemptions For The Fund-Flows Week
↗
February 08, 2024
Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the second week in three, redeeming a net $15.7 billion for the LSEG Lipper fund-flows week ended...
Via
Talk Markets
Topics
ETFs
Can financial, healthcare, energy stocks rise as rates stay high?
February 08, 2024
Sectors including financials, healthcare, utilities and energy outperform as interest rates remain high, but some of those industries face challenges in 2024.
Via
MarketBeat
Are The Charts Starting To Cast Doubt On The Strong Economic Thesis?
↗
February 03, 2024
In this week's video, we'll review a wide range of datasets to help us answer the question: Are the charts starting to cast doubt on the strong economic thesis?
Via
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Total Return Forecasts: Major Asset Classes
↗
February 02, 2024
The long-term return forecast for the Global Market Index continued to ease in January, dipping to an annualized 6.6% total return.
Via
Talk Markets
S&P 500 Is Green YTD; Now What?
↗
January 13, 2024
Despite persistent bearish calls and ongoing concerns about inflation, the S&P 500 clawed its way back above the YTD break-even line. In this week's video, we'll review the latest charts and data to...
Via
Talk Markets
Topics
Economy
Stocks
Important Bond ETFs Trading At Critical Resistance
↗
January 11, 2024
When interest rates fall, bond prices rise. And while it has been some time since we’ve been able to say interest rates are dropping, the past few months have done just that.
Via
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Topics
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ETFs
Total Return Forecasts: Major Asset Classes
↗
January 03, 2024
The long-term return forecast for the Global Market Index ticked lower in December, easing to an expected 6.7% annualized total return.
Via
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BWG: International Exposure Could Be Nice To Reduce Fed Risk
↗
December 29, 2023
BWG is a bond fund that can be helpful for investors seeking to reduce their American exposure.
Via
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Topics
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60/40 Portfolio Bounces Back From 2022 Slump: Is It The Right Investment Strategy For 2024?
↗
December 28, 2023
The traditional 60/40 investment portfolio recorded 13% growth in 2023, its third-best year since 2008. Investors ponder if favorable conditions in H2 of 2023 will continue in 2024.
Via
Benzinga
What should your portfolio look like in 2024?
December 20, 2023
Heading into 2024, declining interest rates are among factors that may send techs higher, though analysts cite the importance of broad diversification.
Via
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U.S. Weekly FundFlows: Money Market Funds See First Weekly Outflow In Eight Weeks
↗
December 15, 2023
Investors were overall net sellers of fund assets (including both conventional funds and ETFs) for the first week in eight, removing a net $19.1 billion.
Via
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Capital Gain Distributions: Still Not Your Friend. But Now, Interest Is Frenemy Too
↗
December 09, 2023
While capital gains distributions will likely be lower this year than in recent years, interest income is expected to be higher.
Via
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Investors Pour Billions To Aggressive Bond ETFs, Banking On Multiple Fed Rate Cuts in 2024
↗
December 05, 2023
Investors are looking to riskier bond ETFs in anticipation of a U-turn in Fed's monetary policy.
Via
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A November to Remember! What Might December Hold? A Shiny Metal Makes a New Historical High.
↗
December 03, 2023
November 2023 surpassed all expectations in the stock and bond markets. Those investors who participated hit the bullseye. Global assets had a huge increase in value and bonds had the best month in 40...
Via
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Topics
Bonds
Dollar Dumps In November As Fed Rate Cut Optimism Increases
↗
December 01, 2023
Dollar index falls 3.1% last month, while the S&P 500 stock index climbs 8.9%
Via
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November Rally Sets Treasury Bonds On Track For Best Month In 40 Years
↗
November 29, 2023
Growing optimism that the Fed's next move will be a rate cut fuels bond rally.
Via
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Ready For Recession? Fund Managers Advocate Shift To Treasury, Mortgage Bonds
↗
November 21, 2023
Investors have accumulated record amounts of cash & equivalents to hedge against volatility, but fund managers are urging investors to put money to work in bond markets.
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Topics
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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
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Investors Give A Cold Shoulder To Conventional Funds During The Fund-Flows Week
↗
November 10, 2023
Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in a row, injecting a net $14.2 billion for the fund-flows week.
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A New Day For Stock Market Bulls
↗
November 03, 2023
Some believe we are in a bear market; others say we are in a bull market.
Via
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U.S. Weekly FundFlows: Equity ETFs Attract $7.8 Billion In Inflows
↗
November 03, 2023
During the fund-flows week that ended November 1, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second week in a row, adding a net...
Via
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Revisiting the classic 60/40 portfolio as challenges loom
October 31, 2023
Traditionally reliable, the 60/40 portfolio may no longer guarantee solid returns amid concerns about rising interest rates and rising bond yields.
Via
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Topics
Bonds
U.S. Weekly FundFlows: Largest Weekly Outflow Since June 11, 2008
↗
October 20, 2023
Investors were overall net sellers of fund assets for the fourth week in five, removing a net $106.3 billion—marking the seventeenth largest weekly outflow to date.
Via
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Alamos Gold And Gold Fields Spearhead Gold Price Surge
October 20, 2023
Gold surged amid uncertainty, with Alamos Gold and Gold Fields leading. Investors often turn to gold as a hedge against inflation and geopolitical turmoil
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Topics
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