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home
about us
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Firm ADV PDFs
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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
Client Information
Client Contact with Portfolio Manager(s)
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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
Bond Fund Seminar
RSVP-Signup Form
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ETF Markets Report For Sunday, Jan. 5
↗
January 05, 2025
Despite the recent rise in various indices, it seems that the
Via
Talk Markets
Topics
ETFs
Stocks / Equities
It’s Time To Get Tactical, Not Scared
↗
January 05, 2025
The upcoming week will have plenty of potential catalysts to excite or worry investors. However, now is the time to get tactical rather than scared.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Stocks 2025: Normal Volatility Or The Start Of Something Much Worse?
↗
January 04, 2025
In this week's video, we'll review the latest charts and data to answer the question: Stocks in 2025—normal volatility or the start of something much worse?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Wall Street Rebounds After Five-Day Slump, Automakers Move, US Steel Tumbles: What's Driving Markets Friday?
↗
January 03, 2025
Wall Street staged a vigorous rebound on Friday, potentially snapping a five-day losing streak, the longest since April, as investors stepped back into the market with renewed optimism.
Via
Benzinga
Leading And Lagging Sectors For January 3, 2025
↗
January 03, 2025
Via
Benzinga
Russian Natural Gas Delivery To Europe Halted: US-Listed LNG Stocks Gain As Exports Set To Increase In 2025
↗
January 02, 2025
Russian gas exports stopped running through Soviet-era Ukrainian pipelines on Wednesday, according to a Reuters report, after Ukraine refused to renew a transit agreement.
Via
Benzinga
Topics
Energy
Stocks Gain, Oil Jumps To $73, Tesla Tumbles As 2024 Sales Dip: What's Driving Markets Thursday?
↗
January 02, 2025
Wall Street began the new year with modest gains, as major U.S. indices edged higher by midday trading in New York, aiming to recover from the prior session’s selloff. The S&P 500 advanced 0.5%, while...
Via
Benzinga
Leading And Lagging Sectors For January 2, 2025
↗
January 02, 2025
Via
Benzinga
Leading And Lagging Sectors For January 1, 2025
↗
January 01, 2025
Via
Benzinga
Reviewing My 2024 Energy Sector Predictions
↗
December 31, 2024
Each year brings unexpected twists, market shifts, and geopolitical developments that make forecasting especially challenging.
Via
Talk Markets
Topics
Commodities
Leading And Lagging Sectors For December 31, 2024
↗
December 31, 2024
Via
Benzinga
A Year Without Santa: What The Technicals Say About A Near-Term Bottom
↗
December 30, 2024
By any measure, the “Santa Claus rally” that historically boosts stocks through the end of a calendar year has failed.
Via
Talk Markets
Topics
ETFs
Futures
Stocks / Equities
Is Energy’s Pop A Warning?
↗
December 30, 2024
Despite the mid-week turbulence and holiday trading last week, stocks managed to squeeze out a modest gain. However, there are some interesting details to note in last week's market activity.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For December 30, 2024
↗
December 30, 2024
Via
Benzinga
December Drops
↗
December 27, 2024
With less than three trading days left in December, most sectors are sitting on pretty big declines for the month.
Via
Talk Markets
Topics
ETFs
Supercharging America: The Five Trends Driving Explosive Growth In Electricity Demand
↗
December 27, 2024
As the world rapidly advances into an era of unprecedented technological demand, the US power grid stands at the center of a transformative megatrend.
Via
Talk Markets
Topics
Commodities
Stocks Tumble As Traders Rethink Santa Rally, Crude Tops $70, Bitcoin Slips To $94,000: What's Driving Markets Friday?
↗
December 27, 2024
Wall Street turned volatile Friday as four days of gains give way to fresh selling pressure driven by investor uncertainty over the incoming Trump administration’s economic policies and the Federal...
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For December 27, 2024
↗
December 27, 2024
Via
Benzinga
Hedge Funds Boost Oil Positions: Is a Major Rally on the Horizon?
December 27, 2024
Hedge funds are boosting their oil positions by the fastest pace all year. Now, investors can understand some of the reasoning behind these decisions.
Via
MarketBeat
Topics
Artificial Intelligence
Bonds
Economy
Leading And Lagging Sectors For December 26, 2024
↗
December 26, 2024
Via
Benzinga
S&P 500 Hits 57 All-Time Highs In Record-Breaking 2024: Magnificent 7 Drive 30% Of Nasdaq's Surge
↗
December 25, 2024
The year of milestones, 2024, has seen an unperturbed rise in the bull market, we recap 2024's landmark junctures in the U.S. stock market.
Via
Benzinga
Topics
Stocks
Leading And Lagging Sectors For December 25, 2024
↗
December 25, 2024
Via
Benzinga
Top 3 Reasons to Invest in This Bond ETF for Stability and Growth
December 25, 2024
The shifting market activity in the past few weeks has created a potential buy scenario in the bond market, which investors can play through this ETF.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Leading And Lagging Sectors For December 24, 2024
↗
December 24, 2024
Via
Benzinga
Shifting Equity Sensitivities With S&P 500 Sectors
↗
December 23, 2024
ollowing the U.S. election, sector returns showed considerable divergence.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Leading And Lagging Sectors For December 23, 2024
↗
December 23, 2024
Via
Benzinga
What’s Next For Stocks, Bonds, Gold, Bitcoin & Real Estate?
↗
December 21, 2024
In this video, I cover the effect that the Fed-induced stock market crash and panic selling had on the major asset classes. Will the market rebound?
Via
Talk Markets
Topics
Bonds
Currencies/Forex
ETFs
Unwrapping 5 ETF Surprises From Secret Santa For Christmas
↗
December 21, 2024
Wall Street has been on a rally this holiday season. The AI boom and lower rates have been driving the stock market higher. Here is a brief look at some ETFs that could surprise investors with big...
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Oil Titans Face Off: Exxon Mobil or Chevron for 2025 Gains?
December 21, 2024
Exxon Mobil and Chevron are taking two different approaches to capital expenditures in 2025; this article looks at what that may mean for each stock
Via
MarketBeat
Leading And Lagging Sectors For December 20, 2024
↗
December 20, 2024
Via
Benzinga
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