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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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Simon Property Group
(NY:
SPG
)
184.92
UNCHANGED
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Updated: 7:00 PM EST, Jan 16, 2026
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Divergent Fortunes: Global Property Markets Split as Interest Rates Reshape the Landscape
September 22, 2025
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$1000 Invested In Simon Property Group 5 Years Ago Would Be Worth This Much Today
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September 18, 2025
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Netflix Unlocks New Reality: Immersive Entertainment Venues Set to Transform Fan Engagement and Revenue Streams
September 18, 2025
Netflix (NASDAQ: NFLX) is making a monumental leap beyond the digital screen, announcing the launch of "Netflix House," a series of permanent immersive entertainment venues slated to open in major U.S....
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Fed's Growth Gambit: Schwab Experts Weigh In on Rate Cuts Prioritizing Jobs Over Immediate Inflation Taming
September 18, 2025
The Federal Reserve's recent decision to cut interest rates has sparked considerable debate and analysis across financial markets. Experts at Charles Schwab (NYSE: SCHW) interpret this move as a...
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Federal Reserve Poised for September Rate Cut Amid Softening Economy
September 17, 2025
The financial world is abuzz with anticipation as the Federal Reserve is widely expected to implement a 0.25% interest rate cut in September 2025. This highly probable move, signaling a shift in...
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Federal Reserve's Dovish Pivot: Anticipated Rate Cuts Reshape the Financial Landscape
September 16, 2025
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 Great Divide: Central Banks Chart Divergent Paths as Global Economy Navigates Uneven Waters
September 16, 2025
In an unfolding saga of global economic strategy, major central banks are poised to embark on distinctly different monetary policy journeys, signaling a significant divergence that could reshape...
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U.S. Economy at a Crossroads: Fed Rate Cut Looms Amidst Persistent Inflation and Softening Job Market
September 16, 2025
The U.S. economy finds itself in a precarious state as September 2025 approaches, characterized by a visible slowdown in growth, a deteriorating job market, and stubbornly persistent inflation. This...
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Navigating the Aftershocks: Investors Brace for Volatility Post-Fed Rate Cut
September 16, 2025
The financial markets are bracing for a period of heightened volatility following the Federal Reserve's recent announcement of an interest rate cut. While often viewed as a positive catalyst, the...
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Federal Reserve's Imminent Rate Cut: A New Dawn for Investments or a Precarious Path?
September 16, 2025
The financial world is abuzz with the near certainty of a 25-basis-point interest rate cut by the US Federal Reserve in September 2025. This anticipated move, marking the first reduction of the year,...
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Federal Reserve's Unexpected September Hold: A Looming Market Shock and an Estimated 8% S&P 500 Plunge
September 15, 2025
Financial markets are currently on edge, grappling with the looming possibility of a significant shock: an unexpected decision by the Federal Reserve to forgo a widely anticipated interest rate cut in...
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Small-Cap and Value Stocks Poised for Resurgence as Federal Reserve Rate Cuts Loom
September 12, 2025
The financial markets are on the cusp of a significant "Great Rebalancing," with small-cap and value stocks emerging from a prolonged period of underperformance to challenge the dominance of mega-cap...
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Where Simon Property Group Stands With Analysts
↗
September 11, 2025
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Treasury Yields Plummet as Markets Brace for Fed Rate Cuts: A New Era for Bond Investors
September 10, 2025
Treasury yields have seen a dramatic decline as financial markets aggressively price in impending interest rate cuts by the Federal Reserve. This significant shift, largely propelled by recent...
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US Job Market Stumbles, Paving the Way for September Fed Rate Cut
September 09, 2025
A surprisingly weak US jobs report for August 2025 has sent a clear signal through financial markets, solidifying expectations that the Federal Reserve will implement an interest rate cut at its...
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Yield Curve Steeps Amidst Weakening Labor Market: A Looming Recession or Strategic Pivot for the US Economy?
September 09, 2025
The United States Treasury yield curve, a bellwether for economic sentiment, has undergone a dramatic transformation around April 2025, shifting from a historically prolonged inversion to a distinct...
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Labor Market Softens, Paving Way for Fed Rate Cut as Early as September 2025
September 04, 2025
The U.S. labor market is showing definitive signs of cooling, igniting strong expectations among investors and economists that the Federal Reserve could initiate an interest rate cut as early as its...
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Here's How Much You Would Have Made Owning Simon Property Group Stock In The Last 5 Years
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September 03, 2025
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Federal Reserve's Tightrope Walk: Anticipated Rate Cut Amidst Persistent Inflation Concerns
August 26, 2025
The financial markets are abuzz with the strong expectation of a Federal Reserve interest rate cut in September 2025. This anticipated shift in monetary policy is primarily driven by a discernible...
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Federal Reserve Hints at September Rate Cut Amid Job Market Concerns
August 25, 2025
The financial world is abuzz following the Federal Reserve's latest monetary policy signals, which strongly hint at a potential interest rate cut in September. While the Federal Open Market Committee...
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Powell Signals Rate Cuts Amid Shifting Risks: Cooling Labor Market Outweighs Stubborn Inflation and Tariff Pressures
August 25, 2025
Federal Reserve Chair Jerome Powell's highly anticipated address at the Jackson Hole Economic Policy Symposium has sent ripples through financial markets, hinting at a potential pivot towards interest...
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Assessing Simon Property Group: Insights From 6 Financial Analysts
↗
August 22, 2025
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Benzinga
Oil Prices Surge Amid Dwindling U.S. Stockpiles, Treasury Yields Ease Signaling Economic Crossroads
August 20, 2025
The global financial landscape is currently navigating a complex interplay of forces, as U.S. crude oil inventories experience a significant drawdown, propelling oil prices upward, while the yield on...
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Here's How Much $1000 Invested In Simon Property Group 5 Years Ago Would Be Worth Today
↗
August 20, 2025
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Benzinga
Wall Street Holds Its Breath: Awaiting Powell's Verdict Amidst Pervasive Caution
August 19, 2025
Wall Street is currently gripped by a palpable "wait-and-see" sentiment, as investors adopt an overwhelmingly cautious stance ahead of Federal Reserve Chair Jerome Powell's highly anticipated speech at...
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MarketMinute
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Federal Reserve Rate Cut Hopes Dwindle as Stubborn Inflation Surges Post-PPI
August 14, 2025
Washington D.C. – Hopes for an imminent Federal Reserve interest rate cut have significantly dimmed following the release of hotter-than-expected Producer Price Index (PPI) data on August 14, 2025. The...
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Is the Market Bullish or Bearish on Simon Property Group?
↗
August 14, 2025
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Dow Jones Soars Towards Record Highs Amidst Easing Inflation and Rate Cut Hopes
August 13, 2025
The Dow Jones Industrial Average (DJIA) has demonstrated remarkable strength, surging by 1.1% or 483.52 points to close at 44,458.61. This significant rally places the venerable blue-chip index within...
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