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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
Client Information
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
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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Featured Quarterly Newsletter
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(NY:
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49.01
-0.37 (-0.75%)
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Updated: 10:04 AM EDT, Apr 28, 2026
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Market Talk - Tuesday, Feb. 13
↗
February 13, 2024
In January 2024, the US inflation rate slowed from 3.4% to 3.1% on a 12-month basis, as reported by the Bureau of Labor Statistics.
Via
Talk Markets
Topics
Economy
Sensex Today Ends 483 Points Higher; IT Stocks Shine
↗
February 13, 2024
After opening the day on a positive note, Indian share markets continued the momentum as the session progressed and ended the day higher.
Via
Talk Markets
Sensex Today Trades Higher; Coal India Rises 3%, Hindalco Tanks 14%
↗
February 13, 2024
Indian share markets are trading lower with the Sensex up 62 points and Nifty trading 14 points lower.
Via
Talk Markets
Market Talk - Monday, Feb. 12
↗
February 12, 2024
The major Asian stock markets had a negative day today.
Via
Talk Markets
Sensex Today Ends 167 Points Higher; SBI & Sun Pharma Top Gainers
↗
February 09, 2024
After opening the day on a positive note, Indian share markets remained volatile as the session progressed and ended the day higher.
Via
Talk Markets
Asia Week Ahead: Jobs Data From Australia, India’s Inflation Report And A Central Bank Meeting
↗
February 09, 2024
The latest jobs report from Australia and Indian inflation feature in next week's data calendar. Meanwhile, the Philippines holds a policy meeting and is expected to pause.
Via
Talk Markets
Topics
Economy
Sensex Today Trades Higher; TCS & Titan Top Gainers
↗
February 09, 2024
Indian share markets are trading higher with the Sensex up 56 points and Nifty trading 5 points lower.
Via
Talk Markets
Market Talk - Thursday, Feb. 8
↗
February 08, 2024
The oil markets had a mixed day today.
Via
Talk Markets
India’s Economic Resilience: A Path To Sustainable Growth And Investment Opportunities
↗
February 08, 2024
India’s economy showcases remarkable resilience and potential for sustainable growth, as evidenced by its robust GDP growth rates, dynamic manufacturing and services sectors, and stable monetary...
Via
Talk Markets
Topics
Economy
Sensex Today Tanks 724 Points; Paytm Plunges 10%
↗
February 08, 2024
After opening the day higher, Indian share markets gave up the gains as the session progressed and ended the day on a weak note.
Via
Talk Markets
Sensex Today Trades Higher; New India Assurance Zooms 13%
↗
February 08, 2024
Indian share markets are trading higher with the Sensex up 88 points and Nifty trading 27 points higher.
Via
Talk Markets
Market Talk - Wednesday, Feb. 7
↗
February 07, 2024
Minneapolis Fed President Neel Kashkari has expressed caution about cutting interest rates too quickly, stating that two or three rate cuts would seem appropriate for the year.
Via
Talk Markets
Topics
Economy
Sensex Today Ends 24 Points Higher
↗
February 07, 2024
After opening the day on a positive note, Indian share markets gave up some gains as the session progressed and ended the day higher.
Via
Talk Markets
Market Talk - Tuesday, Feb. 6
↗
February 06, 2024
The major European stock markets had a green day today.
Via
Talk Markets
Market Talk - Monday, Feb. 5
↗
February 05, 2024
Mortgage rates in the US have surged back above 7% due to the release of robust economic data.
Via
Talk Markets
Market Signals For The U.S. Stock Market And Indian Stock Market - Monday, Feb. 5
↗
February 05, 2024
The S&P 500 and the Nifty rose last week. Indicators are bearish for the week.
Via
Talk Markets
Topics
Stocks
Sensex Today Trades Higher; Cipla & BPCL Top Gainers
↗
February 05, 2024
Indian share markets are trading higher with the Sensex up 98 points and Nifty trading 50 points higher.
Via
Talk Markets
Market Talk - Friday, Feb. 2
↗
February 02, 2024
The U.S. labor market saw a significant increase in January 2024, with 353,000 jobs added, surpassing economists’ expectations.
Via
Talk Markets
Where Is India’s Sensex Headed In 2024?
↗
February 02, 2024
The benchmark index ended last year on a positive note.
Via
Talk Markets
Sensex Today Ends 436 Points Higher; BPCL, ONGC Top Gainers
↗
February 02, 2024
After opening the day on a positive note, Indian share markets gave up some of the gains as the session progressed and ended the day higher.
Via
Talk Markets
Asia Week Ahead: RBA And RBI Decide On Policy While Regional Players Report Inflation
↗
February 02, 2024
Both the RBI and RBA meet next week to decide on policy, and both are expected to pause. China Caixin PMI will also be released alongside Indonesia's GDP and regional inflation numbers.
Via
Talk Markets
Topics
Economy
Sensex Today Rallies 700 Points; NBCC Surges 12%
↗
February 02, 2024
Indian share markets are trading higher with the Sensex up 690 points and Nifty trading 225 points higher.
Via
Talk Markets
India’s Pre-Election Budget: Key Takeaways And What It Means For The Economy
↗
February 02, 2024
In preparation for the upcoming national elections in India, the government has revealed its interim budget, aligning with expectations while introducing some surprises for investors and rural voters.
Via
Talk Markets
Topics
Economy
Market Talk - Thursday, Feb. 1
↗
February 01, 2024
U.S. regional banking shares have seen a significant decline for the second consecutive day.
Via
Talk Markets
Sensex Today Trades Flat Ahead Of Interim Budget
↗
February 01, 2024
The BSE Sensex and NSE Nifty are trading flat. Titan, Tata Motors, and ONGC are among the top gainers today.
Via
Talk Markets
Market Talk - Wednesday, Jan. 31
↗
January 31, 2024
Via
Talk Markets
Sensex Today Trades Higher; PB Fintech Surges 11%
↗
January 31, 2024
Indian share markets are trading on a positive note with the Sensex up 131 points and Nifty trading 51 points higher.
Via
Talk Markets
Market Talk - Tuesday, Jan. 30
↗
January 30, 2024
The latest CNBC Fed Survey indicates that the Federal Reserve is expected to cut interest rates fewer times and later than what the market anticipates.
Via
Talk Markets
Topics
Economy
Sensex Today Tanks 802 Points; 3 Reasons Why Indian Share Market is Falling
↗
January 30, 2024
After opening the day lower, Indian share markets continued the downtrend and ended the day on a weak note.
Via
Talk Markets
Sensex Today Trades Lower; Nifty Below 21,800
↗
January 30, 2024
Indian share markets are trading on a negative note with the Sensex down 123 points and Nifty trading marginally lower.
Via
Talk Markets
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