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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
Total Asset Fund (TAF)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
Quarterly Performance Reports
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Event Schedule
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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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EU-US Trade Pact Sees Progress Where Bloc May Accept 15% Tariff On Most Goods: Report
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July 23, 2025
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US Existing-Home Sales Fall 2.7% in June, Market Shows Signs of Cooling
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July 23, 2025
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July 23, 2025
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July 23, 2025
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Bessent Says EU’s Tariff Threat Just A Negotiating Tactic, US Making Progress With Beijing: ‘We Don’t Want To Decouple From China'
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July 23, 2025
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Dow Futures Edge Higher After US, Japan Trade Deal – TSLA, GOOG, TXN, T, STLA Among Stocks To Watch
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July 23, 2025
Earnings season remains in focus with investors eyeing Tesla and Alphabet’s earnings after the closing bell.
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US Stocks Eye Cautious Open After S&P 500, Nasdaq Close At Record High — But Strategist Says FOMO Will Keep Rally Alive
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July 22, 2025
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US Stock Futures Point To Higher Open As Japan Trade Deal, Earnings Optimism Buoy Sentiment — Spotlight On Alphabet, Tesla Earnings
↗
July 23, 2025
Declines by overbought IT and communication services stocks weighed down on the Nasdaq Composite Index, which snapped its six-session winning streak and ended shy of its record high.
Via
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The Dow Jones Just Saw A Coveted Golden Cross — But There's A Plot Twist This Time
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July 22, 2025
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Via
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Trump Says Powell Will Be Out Soon: ‘The Job He’s Done Is Just Terrible’
↗
July 22, 2025
President Donald Trump emphasized that he’s repeatedly asked ‘Too Late’ Powell to lower interest rates, citing Europe’s consecutive rate cuts in comparison.
Via
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Trump Says US Nearing ‘Big’ Trade Deal With Philippines
↗
July 22, 2025
While no specific terms were disclosed, Trump emphasized the potential scale and economic impact of the agreement.
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GOP Lawmaker Accuses Powell Of Lying To Congress, Refers To DOJ For Criminal Charges: Report
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July 21, 2025
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S&P 500, Nasdaq Hit Fresh Record Highs With Tech Earnings, Trade Talks in Focus
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July 21, 2025
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Scott Bessent Says US ‘Not Going To Rush’ Into Deal Ahead of August Tariff Deadline, Signals China Talks In ‘Near Future’
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July 21, 2025
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Lockheed, General Motors Tumble, Gold Hits 1-Month Highs: What's Moving Markets Tuesday?
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July 22, 2025
It was a quiet Tuesday on Wall Street, as major indexes edged lower with investors pausing ahead of a critical wave of tech earnings.
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Wall Street Extends Records, Gold Rallies To $3,400: What's Moving Markets Monday?
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July 21, 2025
Wall Street opened the week on a risk-on footing, with the S&P 500 and the Nasdaq 100 extending record highs as strong earnings reinforced confidence in corporate America and investors continued to...
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Trump Says He Looks Forward To Rupert Murdoch's Testimony In Epstein Letter Lawsuit
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Coca-Cola Q2 Preview: Will Warren Buffett Favorite Acknowledge Donald Trump's Sugar Push?
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July 21, 2025
Coca-Cola should continue to outpace multinational peers, and the strength of the company is not fully priced into the stock, analysts say.
Via
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Dow Futures Edge Higher Ahead Of Tech Earnings – STLA, VZ, CLF, DPZ, BP Among Stocks To Watch
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July 21, 2025
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Stocks
US Stock Futures Flat As Tech Earnings Begin To Trickle In — Strategist Says ‘No Signs Of Froth’ Despite Nasdaq’s 5th Straight Record Close
↗
July 21, 2025
Traders may remain cautious as the second-quarter reporting season progresses to its next stage.
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Stocks Slip As Netflix Fails To Impress, Bitcoin Eyes Negative Week: What's Moving Markets Friday?
↗
July 18, 2025
It’s a cautious end to the week on Wall Street, as earnings from Netflix Inc. (NASDAQ:NFLX) failed to impress investors.
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Benzinga
Fed’s Christopher Waller Signals July Rate Cut May Hinge On Private Sector Weakness
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July 18, 2025
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Lawrence Summers Warns Trump’s Push For Deep Fed Rate Cuts Risks ‘Massive Inflation Psychology’
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July 17, 2025
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Wall Street Looks To End Week Higher After Nasdaq, S&P 500 Notch Fresh Record: Strategist Says Favorable Trump Policies Fueling Unstoppable Rally
↗
July 18, 2025
The S&P 500 Index hit new intraday (6,304.69) and closing highs (6,297.36), while the Nasdaq Composite ended at a fresh peak for a fourth straight session.
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Nasdaq 100 Sets New Records, Small Caps Outperform: What's Moving Markets Thursday?
↗
July 17, 2025
U.S. equities climbed on Thursday, with the S&P 500 briefly testing a record high 6,300 level at midday in New York, bolstered by strong earnings and upbeat retail sales data that reinforced investor...
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Benzinga
US Stock Futures On Backfoot As Traders Await Retail Sales Data, Netflix Earnings: Strategist Warns ‘Exuberant’ Investors Against Ignoring Bond Market Signals
↗
July 17, 2025
The Nasdaq Composite extended its record-setting streak to three straight sessions, while the broader S&P 500 Index closed within 20 points of a record high.
Via
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Bonds
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Economy
Japan, US Hold ‘Deep’ Talks Ahead Of Trump’s August Tariff Deadline
↗
July 17, 2025
Via
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Topics
Government
Gold, Bitcoin Surge As Trump Eyes Powell Ouster: What's Moving Markets Wednesday?
↗
July 16, 2025
Volatility surged across interest rate-sensitive assets Wednesday after reports circulated that President Donald Trump may be preparing to remove Federal Reserve Chair Jerome Powell from his post. The...
Via
Benzinga
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Economy
Government
Trump Says He’s ‘Not Planning On Doing Anything’ Following Powell Firing Rumors
↗
July 16, 2025
Trump was responding to reports that he discussed firing Federal Reserve Chair Jerome Powell with House Representatives on Tuesday night.
Via
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Economy
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