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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)
TAF sm Program
Services, Fees and Compensation
Client Information
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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
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EVENTS
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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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NextEra Energy
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Updated: 7:00 PM EDT, Sep 11, 2026
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Federal Reserve Kicks Off Rate Cut Cycle Amidst Economic Crosscurrents
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Federal Reserve Cuts Rates by 0.25%, Signaling Caution Amidst Economic Shifts
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Washington D.C. – September 17, 2025 – In a widely anticipated move, the Federal Reserve today announced a 0.25% reduction in the federal funds rate, bringing its target range to between 4.00% and...
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Fed Trims Rates: What a September Cut Means for Your Investments
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The Federal Reserve has made a pivotal move, delivering a widely anticipated 25 basis point rate cut in September 2025. This decision, the first rate reduction of the year, lowers the federal funds...
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As the third quarter of 2025 draws to a close, a palpable sense of anticipation permeates global financial markets. The dominant narrative revolves around the Federal Reserve's imminent shift towards...
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The Unsettling Normalization: Yield Curve's Un-Inversion Signals Potential Storm Ahead
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Navigating the Aftershocks: Investors Brace for Volatility Post-Fed Rate Cut
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Market Mania Meets Economic Malaise: Record Highs Clash with Persistent Headwinds in Q3 2025
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The third quarter of 2025 has been a period of stark contrasts for the global financial markets. While major U.S. stock indices like the S&P 500 and the Dow Jones Industrial Average (DJIA) have soared...
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The Great Sticking: How 'Job Hugging' is Reshaping the Workforce and Stifling Innovation
September 15, 2025
In a stark reversal from the "Great Resignation" era, a new trend is sweeping across the global labor market: "job hugging." This phenomenon sees employees clinging to their current positions, often...
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Stalling Job Market Rings Alarm Bells: August Employment Data Signals Economic Headwinds and Intensified Rate Cut Expectations
September 15, 2025
The latest U.S. employment report for August 2025 has sent a palpable chill through financial markets and economic forecasts, confirming a significant deceleration in the nation's labor market....
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September's Shadow: Will the Notorious 'September Effect' Offer Bargains or Bring Bigger Bears to Wall Street?
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As autumn leaves begin to fall, a familiar chill often descends upon the financial markets, not just in temperature but in investor sentiment. September has historically earned a notorious reputation...
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Trillions on the Brink: A Looming Capital Exodus from Money Market Funds to Power the Stock Market
September 15, 2025
The financial world is abuzz with anticipation as a colossal capital reallocation looms, poised to potentially redefine market dynamics. With interest rates expected to decline, the allure of...
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Wall Street Titans Project Deeper Fed Cuts Beyond 2025 as Economy Cools
September 15, 2025
As the financial markets brace for an imminent interest rate cut by the Federal Reserve in September 2025, leading investment banks Goldman Sachs and J.P. Morgan are already looking further afield,...
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The Lingering Shadow: Sticky Inflation and Central Banks' Tightrope Walk in 2025
September 12, 2025
Global financial markets in 2025 are navigating a complex landscape shaped by persistently high, or "sticky," inflation and the increasingly cautious stance of major central banks regarding interest...
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Soaring to New Heights: S&P 500 and Nasdaq Composite Break Records Amid AI Boom and Rate Cut Hopes
September 11, 2025
The U.S. stock market is in the midst of a remarkable resurgence, with both the S&P 500 and Nasdaq Composite indices recently achieving unprecedented closing highs. This rally, fueled by a potent...
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The AI Energy Crisis: A Looming Threat to Sustainability and Tech's Green Ambitions
September 11, 2025
The relentless march of Artificial Intelligence is revolutionizing industries and reshaping our daily lives, but this technological marvel comes at a steep environmental cost. AI data centers are...
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Impending Rate Cuts: A Seismic Shift for Markets and Industries
September 11, 2025
The financial world is abuzz with anticipation as a significant monetary policy shift looms on the horizon. As of September 2025, global financial markets are increasingly certain that major central...
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The Consumer Conundrum: Wary Wallets and the Fed's Rate Cut Puzzle
September 11, 2025
The Federal Reserve finds itself navigating a precarious economic landscape, where resilient consumer spending clashes with increasingly cautious consumer sentiment. This intricate dynamic is proving...
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NextEra Energy Options Trading: A Deep Dive into Market Sentiment
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September 11, 2025
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Bond Market Tremors: Yields Plummet as Rate Cut Hopes Intensify Amidst Economic Softening
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The global financial markets are currently navigating a complex and highly anticipated period, marked by a significant decline in bond yields across various maturities. This downward trend is...
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Interest Rate Tides Turning: How Cheaper Money Fuels Corporate Profits and Ignites Equity Markets
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The global financial landscape is on the cusp of a significant shift, as central banks worldwide, including the venerable Federal Reserve, signal a pivot towards lower interest rates. This eagerly...
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Beyond September: Markets Brace for Sustained Fed Rate Easing in Late 2025
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As the calendar inches closer to the final quarter of 2025, financial markets are increasingly fixated on the Federal Reserve's next moves, with a prevailing sentiment that interest rate cuts are not...
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