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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Contact with Portfolio Manager(s)
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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FIP
Event Schedule
TAM
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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Leading And Lagging Sectors For November 21, 2024
↗
November 21, 2024
Via
Benzinga
Stocks Fall Ahead Of Nvidia Earnings, Dollar Resumes Gains, Bitcoin Reaches New Record Highs: What's Driving Markets Wednesday?
↗
November 20, 2024
Investor sentiment remained subdued on Wednesday as escalating geopolitical tensions weighed on risk assets ahead of the week’s most anticipated event: Nvidia Corp.’s (NASDAQ:NVDA) third-quarter...
Via
Benzinga
Leading And Lagging Sectors For November 20, 2024
↗
November 20, 2024
Via
Benzinga
What's Going On With Target Stock Today?
↗
November 19, 2024
Target stock rises following strong Walmart earnings and ahead of its upcoming Q3 report, with Black Friday deals boosting holiday outlook.
Via
Benzinga
Leading And Lagging Sectors For November 19, 2024
↗
November 19, 2024
Via
Benzinga
Leading And Lagging Sectors For November 18, 2024
↗
November 18, 2024
Via
Benzinga
Stocks Tumble As Traders Rethink Fed's Action, VIX Spikes 17%, Nasdaq Erases Back Post-Trump Gains: What's Driving Markets Friday?
↗
November 15, 2024
Risk aversion dominated Wall Street in the final session of the week, driving sharp losses across major indices.
Via
Benzinga
Topics
Economy
Stocks
Leading And Lagging Sectors For November 15, 2024
↗
November 15, 2024
Via
Benzinga
Trump Rally Fades As Investors Await Powell's Remarks, Bitcoin Drops Below $90,000: What's Driving Markets Thursday?
↗
November 14, 2024
Signs of a waning Trump-led rally emerged Thursday as investors assessed the economic outlook and awaited potential signals on the interest-rate path from the upcoming Fed Chair Jerome Powell‘s speech...
Via
Benzinga
Topics
Economy
Government
Leading And Lagging Sectors For November 14, 2024
↗
November 14, 2024
Via
Benzinga
Stocks Edge Higher, Dollar Hits 1-Year Peak, Bitcoin Soars To $93,000: What's Driving Markets Wednesday?
↗
November 13, 2024
Wall Street rebounds on inflation report, with consumer discretionary and real estate sectors leading. Senator John Thune elected majority leader. U.S. dollar hits 1-year high.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For November 13, 2024
↗
November 13, 2024
Via
Benzinga
Stocks Fall On Tariffs Fears, Dollar Hits 6-Month Peak, Yen Tumbles: What's Driving Markets Tuesday?
↗
November 12, 2024
Wall Street saw the first surge in risk aversion after Donald Trump's election victory last week, as concerns grew over potential tariffs and trade policy shifts spurred by the incoming...
Via
Benzinga
Topics
Government
World Trade
Leading And Lagging Sectors For November 12, 2024
↗
November 12, 2024
Via
Benzinga
Leading And Lagging Sectors For November 11, 2024
↗
November 11, 2024
Via
Benzinga
Sector ETFs: Major Provider Comparisons
↗
November 10, 2024
This article will focus on broad sector ETFs, especially homing in on sectors with the same name as the sectors of the Global Industry Classification Standard introduced by Standard and Poor’s jointly...
Via
Talk Markets
Topics
ETFs
How Did S&P 500 Sectors Perform During Trump's First Term? Could This Time Be Different?
↗
November 06, 2024
Trump's first presidential term (2016-2020) brought varied performance across S&P 500 sectors. Tech and consumer discretionary sectors led, while energy struggled. Solar stocks soared. Here's a look at...
Via
Benzinga
Topics
Government
Stocks
S&P 500, Dow Hit Record Highs After Trump Win; Fear Index Drops 20%
↗
November 06, 2024
Market surges to record highs after Trump's election, Republicans win Senate majority. Tech and small-caps up, VIX drops 22%.
Via
Benzinga
Topics
Government
Stocks
Tesla, GM, Norwegian Cruise Push Consumer Discretionary Ahead Of S&P 500 On Election Day
↗
November 06, 2024
Election Day saw strong gains in the Consumer Discretionary sector, with the XLY fund outpacing the S&P 500. GM, Tesla, and Norwegian Cruise Line drove the sector's performance, signaling optimism for...
Via
Benzinga
Topics
Stocks
Are Institutions Getting Defensive Before Election?
↗
November 02, 2024
In this week's video, we'll review the latest charts and data to help us answer the question,
Via
Talk Markets
Could Buying British American Tobacco Stock Today Set You Up for Life?
↗
November 01, 2024
British American Tobacco has a huge 8.6% yield, which is a pretty enticing figure if you are trying to live off of dividends in retirement.
Via
The Motley Fool
Tricks And Treats: Stagflation… And How To Profit From It
↗
October 31, 2024
For economists, especially those who’ve studied or even lived through the Seventies, there’s no scarier word than… stagflation.
Via
Talk Markets
Topics
Economy
Ultra-High-Yield Altria Stock: Buy, Sell, or Hold?
↗
October 31, 2024
Altria has a lofty 8.2% yield, but that yield comes with material risks. You shouldn't buy it unless you can handle significant uncertainty.
Via
The Motley Fool
Will The Election Bring A Stock Market Correction?
↗
October 26, 2024
In this week's video, we'll review the latest charts and data to help us answer the question - will the election bring a sharp correction in stocks?
Via
Talk Markets
Monster and Celsius Energized: Which Stock Offers More Upside?
October 24, 2024
Energy drinks face negative publicity and competition, leading to sell-offs in Monster and Celsius. Increasing foot traffic may offer hope for a recovery.
Via
MarketBeat
Topics
ETFs
Walmart is Up 56% YTD, Is it Still a Top Consumer Staples Stock?
October 23, 2024
Walmart has been one of the strongest names in the consumer staples sector this year. Can the stock continue to win for years to come?
Via
MarketBeat
Topics
Economy
Are Cracks Starting To Appear In The Bullish Dam?
↗
October 19, 2024
Via
Talk Markets
Stocks Rise, Netflix Soars To Record Highs, Oil Falls Below $70, Gold Miners Rally: What's Driving Markets Friday?
↗
October 18, 2024
Wall Street was in positive territory in Friday midday trading, buoyed by upbeat quarterly earnings reports that kept investor sentiment bullish.
Via
Benzinga
Russell 2000 Builds On Friday's Bull Flag Breakout
↗
October 14, 2024
After weeks of inaction the Russell 2000 finally made its move.
Via
Talk Markets
Chipmakers Rally, Nvidia Smashes Records On TSMC Blowout Earnings, Gold Hit All-Time Highs: What's Driving Market Thursday?
↗
October 17, 2024
A semiconductor rally pushed the S&P 500 to new all-time highs on Thursday, with strong earnings from Taiwan Semiconductor Manufacturing Co. Ltd.
Via
Benzinga
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