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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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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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RSVP-Signup Form
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INVESCO Ltd
(NY:
IVZ
)
30.08
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Sep 16, 2026
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The Best S&P 500 ETF to Invest $5,000 in as 2026 Begins
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Winners And Losers Of Q3: Invesco (NYSE:IVZ) Vs The Rest Of The Custody Bank Stocks
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The Smartest Vanguard ETF to Buy With $1,000 Right Now
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Should You Buy the Invesco QQQ ETF With the Nasdaq at an All-Time High? Here's What History Says
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The Best Growth ETFs to Invest $1,000 in Right Now
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January 06, 2026
Growth stocks continue to lead the market higher.
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Dow Hits Record High Despite Venezuela Risk, Bolstered By Tech, Healthcare
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The Dow futures rose over 0.9%, to reach a new all-time high of 49,704.00.
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Why QQQ Remains a Popular Proxy for AI-Driven Growth
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January 06, 2026
Saving time is hardly the only reason why investing in this ETF is so alluring.
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Nasdaq, S&P 500 Futures Edge Lower Despite CES-Driven AI Optimism: Why NVDA, TSLA, AMD, AEVA, OS Are On Traders' Radar Today
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Markets seem to be balancing CES-driven AI optimism with caution ahead of upcoming jobs data.
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S&P 500, Nasdaq Futures Hold Firm After Dow Hits Record High As Investors Look Past Venezuela Risk
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Energy stocks outperformed, with gains across oilfield services, refiners and major producers.
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Why This Adviser Cut $7 Million From a $4.6 Billion Commodity ETF
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January 05, 2026
The size of the cut matters less than what was left behind and what it says about where diversification stops being worth the drag.
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Invesco Earnings Preview: What to Expect
January 05, 2026
Invesco is all set to release its fiscal fourth-quarter earnings soon, and analysts project a high single-digit earnings growth.
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Nasdaq, S&P 500 Futures Edge Higher Amid Venezuela Geopolitical Jolt: Why CVX, XOM, ASML, TMSC, COIN Are On Traders' Radar Today
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January 05, 2026
A surprise escalation involving Venezuela injected fresh geopolitical risk into global markets.
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MSTR, COIN, CLSK Gain As Crypto-Linked Stocks Rally After Bitcoin Breaks Above $93,000
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January 04, 2026
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VDC vs. RSPS: Broad Diversification or Balanced Bets for Consumer Staples Investors?
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Will the Nasdaq 100 ETF Triple Your Money in the Next 10 Years?
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January 04, 2026
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The Best 3 Tech ETFs to Buy Now to Capture the AI Wave
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January 03, 2026
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January 01, 2026
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.
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The Best Growth Index ETF to Invest $100 in Right Now
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The Invesco QQQ Trust is a top growth index ETF to start buying now.
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The Great Rebalancing: As Consumer Confidence Falters, Investors Retreat to the Safety of Large-Cap Value
December 31, 2025
As the curtain closes on 2025, the exuberant "risk-on" sentiment that defined the early years of the artificial intelligence boom has been replaced by a somber, calculated retreat. On this final day of...
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Nasdaq, S&P 500 Futures Edge Lower For Final Session Of 2025: Why NVDA, TSLA, VNDA Are On Traders' Radar Today
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December 31, 2025
Investors head into the final trading session of 2025 with caution.
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Worried About a Bust? 3 Old ETFs That Could Have New Appeal in 2026.
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Safe Haven Resurgence: Gold and Silver Stabilize as Investors Eye Fed Minutes Amid Year-End Equity Malaise
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As the 2025 trading year draws to a close, the financial markets are witnessing a classic tug-of-war between defensive assets and risk-on equities. After a tumultuous start to the final week of...
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US Spot Altcoin ETFs Log $12M Inflows, Bucking Bitcoin And Ethereum ETF Outflows
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Bitwise, VanEck, WisdomTree, Franklin, and Grayscale reported level daily flows with no major inflows or withdrawals.
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