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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
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Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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CONSUMER DISC
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Sunday ETF Review, Feb. 4, 2024
↗
February 04, 2024
Examining my
Via
Talk Markets
Topics
ETFs
Stocks Notch 4th Straight Positive Week Driven By Tech, Meta Shines, Bonds Tank On Hot Jobs Data: What's Driving Markets Friday?
↗
February 02, 2024
US stock market sees fourth consecutive week of gains, driven by strong tech earnings and labor market. Total market value surpasses $12.9 trillion.
Via
Benzinga
ETFs To Tap On Amazon's Strong Q4 Earnings
↗
February 02, 2024
Shares of AMZN rose as much as 9% in aftermarket hours on elevated volume. Investors may tap the strength with ETFs having a substantial allocation to this online behemoth.
Via
Talk Markets
Topics
ETFs
Markets Believe The Fed Got It Wrong: Rate Cut Reluctance Rattles Investors
↗
February 01, 2024
Stocks drop after Fed's announcement: no rate cut in March. Tech, consumer goods, small caps hit hardest. Expectations for rate cut in early 2024.
Via
Benzinga
Topics
Economy
January 2024 Key ETF Performance
↗
January 31, 2024
The S&P 500 finished the month up 1.59% even though the average stock in the index was down 0.84%.
Via
Talk Markets
Topics
ETFs
Stocks
US Stocks Ease Ahead Of Key Tech Earnings, UPS Sinks, General Motors Rallies: What's Driving Markets Tuesday?
↗
January 30, 2024
Traders cautious ahead of tech earnings & FOMC meeting. S&P 500 & Nasdaq 100 down, Dow slightly up. Dollar & Treasury steady. JOLTS & home price data positive. UPS falls 7%, GM up 8%, Danaher up 3.5%,...
Via
Benzinga
Topics
Stocks
The truth behind Williams-Sonoma stock drop
January 30, 2024
You should read this if a 6.6% sell-off in Williams-Sonoma caught you by surprise this week, here's why traders are selling the news and others buying the rumor
Via
MarketBeat
Topics
ETFs
Is Airbnb a buy on fee increase, international growth?
January 30, 2024
Airbnb's stock is in a buy zone after surging on a cross-currency fee announcement, aligning with international expansion and double-digit revenue growth.
Via
MarketBeat
US Stocks Rise At Week's Start, Tesla Rebounds, SoFi, Lucid Shine: What's Driving Markets Monday?
↗
January 29, 2024
Wall Street witnessed slight gains at midday on Monday, with investors eagerly awaiting a series of critical earnings reports, the Federal Reserve’s meeting on Wednesday and the much-anticipated job...
Via
Benzinga
Today’s market could make Sysco stock break out, will it?
January 29, 2024
There is a new money shift coming to the marketplace, and this one sector seems to be first in line to receive new investment dollars, with Sysco as a favorite
Via
MarketBeat
Topics
Economy
Retailers see earnings growth ahead but investors are lukewarm
January 27, 2024
Despite high earnings expectations, retail stocks struggle, raising questions about consumer spending, even as the Fed is likely to cut interest rates in 2024.
Via
MarketBeat
Topics
Economy
Stocks Ease Despite Benign Inflation Data, Bitcoin Stages Comeback: What's Driving Markets Friday?
↗
January 26, 2024
Stocks mixed in New York, with investors assessing mild inflation report and strong personal spending figures. Short-term Treasury yields rise, tech stocks lag, and Bitcoin surges 4.9%. Intel stock...
Via
Benzinga
Topics
Economy
S&P 500 Eyes Sixth Green Session, Tesla Tumbles, Oil At 2-Month High: What's Driving Markets Thursday?
↗
January 25, 2024
U.S. stock market gains due to strong economic growth and low inflation expectations. Dollar and treasury yields down, oil up, Tesla drops 12%.
Via
Benzinga
Topics
Economy
Stocks
Will Tesla Beat Or Miss On Q4 Earnings? ETFs In Focus
↗
January 20, 2024
Electric carmaker Tesla, Inc. is scheduled to report fourth-quarter 2023 results on Jan. 24 after the market close. ETFs that maintain a substantial allocation to this luxury carmaker are in focus...
Via
Talk Markets
Topics
ETFs
AI Drives Tech Rebound, Oil Soars, Bitcoin Tumbles: What's Driving Markets Thursday?
↗
January 18, 2024
During midday Thursday trading in New York, U.S. stocks displayed mixed performance, with the technology sector outperforming others as investors maintained a bullish outlook on artificial...
Via
Benzinga
Topics
Artificial Intelligence
US Stocks Sink, Tech And Real Estate Hit Hard Amid Rate Concerns, Dollar Surge: What's Driving Markets Wednesday?
↗
January 17, 2024
Another day of losses shook up Wednesday’s stock trading session on Wall Street. All major U.S. stock indices in the red, as investors expressed concerns that the Federal Reserve is not in a rush to...
Via
Benzinga
Topics
Economy
US Stocks Drift Lower As Dollar, Treasury Yields Rise, AMD Defies Gravity: What's Driving Markets Tuesday?
↗
January 16, 2024
The U.S. stock market resumed its decline on Tuesday following a one-day closure for Martin Luther King Jr. Day. The major indices were all in the red around midday trading in New York as investors...
Via
Benzinga
3 retailers to compound your wealth this cycle
January 15, 2024
If you want to avoid a lost decade scenario, consider adding these stocks to your watchlist to increase the odds of compounding your wealth this cycle
Via
MarketBeat
2024's Top Sectors For A Soft Landing: 3 Industries Leading The Way
↗
January 12, 2024
According to Fidelity's sector managers, the most promising opportunities for 2024 may lie in Materials, Industrials, and Consumer Discretionary sectors.
Via
Benzinga
Stocks Pause, Gold Rises, Bitcoin Sinks On Worst Day In Four Months: What's Driving Markets Friday?
↗
January 12, 2024
U.S. stock market lacks direction on mixed earnings and producer inflation data. Bitcoin drops 6% following spot Bitcoin ETF approval. Gold rises 1%.
Via
Benzinga
Topics
ETFs
Economy
Wall Street Slips As Rate-Cut Hopes Diminish With Inflation, Bitcoin Remains Unmoved By ETF Debut: What's Driving Markets Thursday?
↗
January 11, 2024
It’s a bearish Thursday on Wall Street, with stocks relinquishing their gains due to unexpectedly high inflation numbers for December, causing some turbulence in market expectations regarding earlier...
Via
Benzinga
Topics
ETFs
Economy
Stocks Edge Higher, Bitcoin Holds Steady Awaiting SEC's Decision: What's Driving Markets Wednesday?
↗
January 10, 2024
Wednesday’s session is one of modest gains on Wall Street, with all major large-cap stock indices in the green.
Via
Benzinga
Topics
Regulatory Compliance
The Goldilocks Narrative Reigns For Now
↗
January 10, 2024
As the fiscal stimulus that drove above-average economic growth in the post-pandemic era exits the system and monetary policy remains very tight, economists and investors wonder what comes next.
Via
Talk Markets
Short Sellers' Nightmare: $195B Evaporates In 2023's Market Surge
↗
January 05, 2024
Short sellers had a bad year, with bets on the Mag7 tech giants showing the worst losses.
Via
Benzinga
Are top upgrades Micron, Lululemon & CrowdStrike buys right now?
January 05, 2024
Micron, Lululemon, and CrowdStrike top MarketBeat's list of most upgraded stocks. All three posted strong 2023 rallies and are pulling back in the new year.
Via
MarketBeat
Why Tomorrow's NonFarm Payroll Will Matter
↗
January 04, 2024
A discussion about jobs data as an indication of future monetary policy from the Fed.
Via
Talk Markets
Tech Stocks Ease Further, Bond Yields Rise, Banks Outperform: What's Driving Markets Thursday?
↗
January 04, 2024
The early 2024 sell-off has slowed down on Wall Street, with major indices showing flat or marginal performance at noon in New York on Thursday, except for the tech-heavy Nasdaq 100, which continued to...
Via
Benzinga
You should read this if your portfolio could use a 4.9% dividend
January 04, 2024
Best Buy stock is looking for a comeback in 2024. Insiders, smart money, and analysts see the writing on the wall making a case for an overdue rally
Via
MarketBeat
Topics
Bonds
2023 Year End Sector Review
↗
January 04, 2024
A look at how companies performed during 2023 in the communications services, consumer discretionary, consumer staples, energy, and financial services sectors.
Via
Talk Markets
US Stocks Eye 3-Day Slump; Tech, Crypto Sell-Off Deepens, Oil, Dollar Rebound: What's Driving Markets Wednesday?
↗
January 03, 2024
The early 2024 sell-off is intensifying on Wall Street, with all major stock averages in the red on the second trading day of 2024.
Via
Benzinga
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