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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
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TAF sm Program
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Quarterly Performance Reports
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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
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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VanEck Semiconductor ETF
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Dow Jones Futures: S&P 500 Win Streak Ends On Treasury Auction, Powell Comments; Tesla Tumbles
↗
November 09, 2023
Dow Jones futures: The S&P 500 win streak is over, on a poor Treasury auction and Fed chief Powell comments. Tesla stock was a big loser.
Via
Investor's Business Daily
Topics
Economy
Stocks
Still Looking For A Clear Risk-Off Signal In Markets
↗
November 09, 2023
Markets are churning as various threats raise questions about the path ahead, but for the moment it’s still not obvious that investors are throwing in the towel on risk assets.
Via
Talk Markets
What Stocks Drove The Recent Record Rally? A Breakdown You Can't Miss
↗
November 07, 2023
The technology sector has done well during the recent stock market rally as seen in indices such as Nasdaq 100 and S&P 500.
Via
Benzinga
Topics
Stocks
Checking Up On The Transports And Semis
↗
October 20, 2023
The Transports and the Semis are two groups typically viewed as
Via
Talk Markets
Super Strong Semis
↗
October 10, 2023
NVDA is very robust, and until it starts to break down, the SMH is just going to keep marching on.
Via
Talk Markets
Semis Soften As 10Y Hits 4.7%
↗
October 03, 2023
A discussion about tech, volatility, and bonds.
Via
Talk Markets
AskSlim Market Week - Friday, Nov. 3
↗
November 03, 2023
Projections for the next week and review of the previous week.
Via
Talk Markets
3 ETFs Setting the Gold Standard for Investor Returns
↗
October 30, 2023
Explore the benefits of ETFs to buy, offering liquidity, diversification and dividends in a thriving market rally.
Via
InvestorPlace
Topics
ETFs
Your Guide to High-Yielding ETFs: Top 3 Picks in the 51-74% Range
↗
October 30, 2023
These high-yield ETFs have delivered stellar gains this year. What's better, they are on track to deliver stronger gains in the future.
Via
InvestorPlace
Topics
ETFs
Intel's Q3 Report Looms As Microchip Industry Surges Ahead: Can It Catch Up?
↗
October 25, 2023
In the heart of Silicon Valley, all eyes are on Intel as it gears up to unveil its third-quarter earnings report on Thursday after the closing bell.
Via
Benzinga
Market Briefing For Monday, Oct. 23rd
↗
October 23, 2023
Our market 'X'-ray: cannot scan through the news filter to ascertain how stocks in the new week will respond to big-tech earnings, which may be decent enough but not the determining factor. News from...
Via
Talk Markets
3 ETFs That Are Setting Investors Up for Success
↗
October 22, 2023
Are you looking for some of the best ETFs to buy for long-term returns. See which funds made the list of top picks.
Via
InvestorPlace
Topics
ETFs
AskSlim Market Week - Friday, Oct. 20
↗
October 20, 2023
Projections for the next week. review of the previous in today's episode of the askSlim Market Week.
Via
Talk Markets
Tesla Hurt By Interest Rates, Buying Opportunity In Semiconductors, Important Powell Speech Ahead
↗
October 19, 2023
To gain an edge, this is what you need to know today.
Via
Benzinga
A Quick Market Overview - Tuesday, Oct. 17
↗
October 17, 2023
The ES changed $0.25. It went down one 100th of a single percent. I can't really make much of that, there's very little to say...
Via
Talk Markets
Why CrowdStrike, Unity, and 2 Other Stocks Are on My List This Week
↗
October 17, 2023
CrowdStrike has the potential to be a top growth stock for long-term holders.
Via
The Motley Fool
When News Moves So Fast, Stocks Can Stand Still
↗
October 16, 2023
As far as the market goes, it feels like time is standing still.
Via
Talk Markets
Wall Street's Callous Calculation Based On Back Channels Bringing In Stock Market Buyers, Bitcoin Boost
↗
October 16, 2023
To gain an edge, this is what you need to know today.
Via
Benzinga
The Bull Market's Moment Of Truth
↗
October 13, 2023
Runaway government spending, tensions in the Middle East, spikes in interest rates and oil prices - at what point do they become too much for the bull market?
Via
Talk Markets
Fed To The Rescue
↗
October 11, 2023
The key event of yesterday though was the array of dovishly reassuring Fed speakers providing the initial risk-on rally fuel. Expect the FOMC minutes to be released later today, to be still on the more...
Via
Talk Markets
Topics
Economy
A Closer Look At Long Bonds And The U.S. Dollar
↗
October 10, 2023
The next direction of the long bonds is crucial in determining the macro.
Via
Talk Markets
Topics
Bonds
What We Will Use To Ascertain Market’s Next Moves
↗
October 09, 2023
Should oil and PMs start to outperform the SPY, then the inflation conversation begins to dominate. Hence, right now, risk-on prevails.
Via
Talk Markets
Topics
Economy
The Canary In The Silicon Mine
↗
October 08, 2023
US equity markets were under extreme pressure in September and part of August as the Fed has been relentless in trying to bring inflation down. The jump in interest rates has been extreme, ranking as...
Via
Talk Markets
Topics
Economy
3 Semiconductor Stocks to Sell While You Still Can
↗
October 04, 2023
Chip-producing companies have seen substantial gains over recent years, but these semiconductor stocks to sell should be left behind.
Via
InvestorPlace
Top Ranked ETFs That Crushed The Market YTD
↗
October 03, 2023
Here are five ETFs from different corners that have easily crushed the benchmark by wide margins so far this year.
Via
Talk Markets
Topics
ETFs
Q4 Stock Predictions: 3 Tech Funds Ready to Roar Into 2024
↗
October 02, 2023
As the year comes to an end, expectations are rising higher for the potential future in these tech stocks to buy.
Via
InvestorPlace
Delightful Dozen
↗
September 29, 2023
In this video, Tim Knight reviews the action in 12 major ETFs
Via
Talk Markets
Topics
ETFs
Risk-Off Odds Rising As Markets Retreat And Bond Yields Rise
↗
September 27, 2023
The downturn in the ratio for aggressive vs. conservative asset allocation ETFs is still modest and has yet to signal a downside regime change.
Via
Talk Markets
Topics
ETFs
Here's Why The S&P 500 May Be Heading To 4,200
↗
September 23, 2023
In this video, I discuss how the S&P 500 may be heading lower this week, with the JPM Collar set to expire on Friday.
Via
Talk Markets
Topics
Stocks
5 Top Technology ETFs YTD With More Upside Potential
↗
September 22, 2023
Technology has turned out to be the most profitable sector so far this year, driven by the artificial intelligence boom, easing inflation, and a surge in “magnificent seven.”
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Economy
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