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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
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Back Dated Performance Reports
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TAV Program
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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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Additional Information
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Event Schedule
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Invesco S&P 500 Low Volatility ETF
(NY:
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Updated: 8:00 PM EST, Dec 31, 2025
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Will Oil’s Spike Cause A Recession And Bear Market?
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March 05, 2022
Learning from past supply disruptions. Also: Are bull/bear charts starting to roll over in the bear's favor?
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5 ETFs To Combat Current Geopolitical Tensions
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February 19, 2022
Against thecurrent backdrop, let’s take a look at some ETFs that can help investors manage the market tantrums stemming from the intensifying Russia-Ukraine tensions.
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Stocks Fail At Bull/bear Inflection Point
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February 11, 2022
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5 Safe ETF Bets To Tackle Current Market Gyrations
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January 29, 2022
Wall Street seemed to be in a tug of war this week as trading sessions were witnessing wild movements. After witnessing major swings, all the three major indices had been in the red. Against this...
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5 Defensive ETF Bets For Dealing With Fed Rate Hike Woes
↗
January 16, 2022
There are certain factors that are clouding the U.S. market. Moreover, economic data releases like retail sales and industrial production may put light on the U.S. economic recovery. Given these market...
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Outperformance from Low Volatility
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December 16, 2021
Over the last two weeks, low volatility names have outperformed the broader market.
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ETFs For Redeploying Core Equity Allocations In 2022
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January 13, 2022
The question for investors concerned with a downturn is what to do and if reallocation from assets committed to core equity is required, how much should be reallocated and where should these assets...
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5 Defensive ETF Bets As Omicron Enters The United States
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December 04, 2021
The new COVID-19 variant, Omicron, has finally entered the United States. Fear and uncertainty regarding the variant are on the rise. Against this backdrop, let’s take a look at some defensive ETF...
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5 ETFs That Gained Investors' Love Last Week
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November 22, 2021
Broad equity ETFs continued to pull money ahead of the Thanksgiving week despite inflation concerns. This is especially true as ETFs overall gathered about $10.4 billion capital last week.
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Ride Out the Volatile October Month With These ETFs
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October 09, 2021
The rapid spread of the COVID-19 Delta variant has resulted in a section of market analysts and financial experts curtailing their forecast for third-quarter U.S. economic growth.
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U.S. Weekly FundFlows Insight Report: Flows Reveal Risk-Off Sentiment Growing
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August 26, 2021
For the week ended August 25, 2021, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the fifth consecutive week, attracting $2.9 billion.
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5 Hot Equity ETFs of Last Week Amid Volatility
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August 23, 2021
Here are five ETFs that were the top asset flow creators of last week and can continue to be investors’ darlings should the current market trends prevail.
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Is A Big Jackson Hole Surprise Coming For Investors?
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August 20, 2021
The Fed's long-awaited Jackson Hole Symposium kicks off next week, highlighted by Powell's remarks on Friday, August 27.
Via
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U.S. Weekly FundFlows Insight Report: Despite Market Declines, Equity ETFs Attract Their Largest Weekly Net Inflows Since March 24
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August 20, 2021
Fund investors were net purchasers of equity funds (+$13.9 billion), money market funds (+$11.3 billion), taxable bond funds (+$5.9 billion), and tax-exempt fixed-income funds (+$1.8 billion) for the...
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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.
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5 Best-Performing ETFs of Last Week
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July 19, 2021
A few ETFs have gained last week. Here are five of them.
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ETF Strategies To Combat Rising Delta Strain Concerns
↗
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Market participants are concerned about the strength of the U.S. economic mend achieved so far. ‘Dividend aristocrats’ or ‘dividend growers’ are mostly deemed to be the smartest way to deal with market...
Via
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Growth Worries Spark Appeal for Low-Risk ETFs
↗
July 09, 2021
Those looking to remain invested in equity could consider low-risk ETFs.
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5 Winning ETF Strategies for the Second Half
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July 07, 2021
Here are some winning strategies that could prove to be extremely beneficial for investors in the second half of 2021.
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6 Low-Beta ETFs to Bet on Amid Market Volatility
↗
May 27, 2021
Here are six low-beta ETFs from different categories that could be intriguing options for investors amid the current market turbulence.
Via
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Here's Why It's Wise To Invest In Low Volatility ETFs Now
↗
May 15, 2021
Low-volatility products could be intriguing choices for those who want to continue investing in equities in the present turbulent market conditions. Consider the following interesting options.
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Next Stop S&P 4300? Weekend Stock Blitz
↗
May 15, 2021
What were the key takeaways from this week's market action and news cycle? Does data from Wed, Thurs, and Friday support a run at new highs, retest, or lower lows? This week's video features numerous...
Via
Talk Markets
Topics
Stocks
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