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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
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Morgan Stanley's Mike Wilson Says Profit Recession Still Underway, Reiterates 3,900 Year-End Target For S&P 500
↗
June 15, 2023
Via
Benzinga
Peter Schiff Dismisses Hawkish Fed Pause Hype — Says Good Chance 'Fed's Next Move On Rates Will Be A Cut'
↗
June 15, 2023
Via
Benzinga
El-Erian Believes This One Powell Statement Changed Perception About Wednesday's Policy To Hawkish — It Got 'Most Raised Eyebrows'
↗
June 15, 2023
Via
Benzinga
Fed's Rate Hike Pause Fails To Dissuade Traders From Betting On A Recession — Here's Why
↗
June 14, 2023
Via
Benzinga
Ross Gerber Says Inflation Is Dead: 'Fed Is Done, Bye Bye And Go Away!'
↗
June 13, 2023
Via
Benzinga
Fed's Tug of War: June's Pause Masks The Challenges Of A Tricky Balancing Act
↗
June 12, 2023
Via
Benzinga
Debt Ceiling Crisis: Biden, McCarthy Set To Meet On Monday
↗
May 21, 2023
Via
Benzinga
More Rate Hikes Ahead? Hedge Funds Keep Shorting T-Bills Relentlessly
↗
June 12, 2023
Via
Benzinga
Recession Fears Still Looming? Why Bond Mangers From Allianz To Fidelity Still Worry About A Downturn
↗
June 11, 2023
Via
Benzinga
Speculators Drop 2-Year, 5-Year & 10-Year Bonds Bets To New Record Lows
↗
June 04, 2023
The COT bond market speculator bets were lower this week as four out of the nine bond markets we cover had higher positioning while the other five markets had lower speculator contracts.
Via
Talk Markets
A Bolt From The Blue: Treasury Yields Go Haywire; Fitch Retains Negative Watch Despite US Debt Ceiling Resolution
↗
June 02, 2023
Despite the resolution of the debt ceiling standoff allowing the U.S. government to meet its obligations, Fitch Ratings has chosen to maintain its "Rating Watch Negative" stance on the U.S.
Via
Benzinga
US Labor Market On Fire: May Jobs Data Reveals Employment Boom, Steady Wage Growth, Putting The Fed On The Fence
↗
June 02, 2023
The U.S. labor market is hot and continues to show tight conditions, posing a difficult dilemma for the Federal Reserve regarding whether to raise interest rates further or hit the pause button.
Via
Benzinga
Gold Bull Peter Schiff Not Impressed About Perceived Safety In Treasuries — 'You Don't Understand The Real Problem'
↗
June 02, 2023
Via
Benzinga
Treasury's Debt Ceiling Acrobatics Can Now End After Bill Sails Through The Senate
↗
June 01, 2023
Via
Benzinga
Non Farm Payrolls Preview: Could Another Hot Jobs Report Influence Next Fed's Actions?
↗
June 01, 2023
The Bureau of Labor Statistics' much anticipated U.S.
Via
Benzinga
Mike Pence To Launch 2024 Presidential Run, Setting Up Showdown With Former Running Mate Trump: Report
↗
May 31, 2023
Former Vice President Mike Pence is set to kick off his 2024 presidential campaign on June 7 in Iowa, where he will deliver an announcement video and speech, multiple media sources reported Wednesday.
Via
Benzinga
June's Fed Rate Hike Probabilities Jump Amid Debt Ceiling Deal Hopes: Investors On Edge As All Eyes Turn To Jobs Data
↗
May 30, 2023
The implied odds of a Federal Reserve rate increase in June have increased according to Fed futures pricing, as a preliminary debt ceiling deal struck over the weekend added gasoline to the fire of...
Via
Benzinga
T-Bill Deluge Ahead? Why This Portfolio Manager Thinks US Could Have Its Own Bank Of England Moment
↗
May 30, 2023
Via
Benzinga
Biden, McCarthy May Have Agreed On Debt Ceiling But Here's Why A Barrage Of T-Bills Is Bad News For Households
↗
May 28, 2023
Via
Benzinga
Do The Charts Align With An Imminent-Recession Narrative?
↗
May 27, 2023
Risk-on or toppy? What we can learn about recession and bear market probabilities by examining the latest charts, data, and studies.
Via
Talk Markets
5 Bond ETFs To Watch As Debt Ceiling Talks Enter The Final Hours To Avoid A US Default
↗
May 26, 2023
The debt limit talk has reached its last and most important stage with just five days, or barely more than a 100 hours, when the U.S. Treasury may run out of money.
Via
Benzinga
Paul Krugman Believes Ratings Agencies 'Are Just Irrelevant' — 'I'm Terrified About The Possible Implications Of Actual Default'
↗
May 26, 2023
Via
Benzinga
Default Fears Push Yields On Short-Term T-Bills To Over 7% — JPMorgan Says 1-in-4 Chance US Will Hit Date X
↗
May 24, 2023
Via
Benzinga
What To Watch When FOMC Minutes Drop: Pain For Stocks, Bonds Looms If Market Expectations Diverge With Fed Reality
↗
May 23, 2023
The Federal Reserve will release the minutes Wednesday of the May FOMC meeting, at which policymakers hiked the policy rate by 25 basis points to 5-5.25% and signaled they were shifting to a...
Via
Benzinga
Jamie Dimon Thinks Everyone Should 'Be Prepared' For Interest Rates Going Up From Here
↗
May 23, 2023
Via
Benzinga
Investors Take A Wait-And-See Approach During The Most Recent Fund-Flows Week
↗
May 22, 2023
While the average equity fund (including ETFs) posted a 0.28% return for the week ended May 17, investors were net redeemers of equity funds, withdrawing a net $7.0 billion.
Via
Talk Markets
Debt Ceiling Crisis: Here Are Assets Investors Will Watch Closely As Market Braces For Volatility
↗
May 22, 2023
Via
Benzinga
Speculator Extremes: MXN Peso, Cocoa, Lean Hogs & 2-Year Lead Bullish & Bearish Positions
↗
May 21, 2023
This weekly Extreme Positions report highlights the Most Bullish and Most Bearish Positions for the speculator category. Extreme positioning in these markets can foreshadow strong moves in the...
Via
Talk Markets
Bonds Speculators Continue To Raise Record Bearish Bets In 2-Year And 5-Year Treasuries
↗
May 21, 2023
The COT bond market speculator bets were higher this week as seven out of the nine bond markets we cover had higher positioning while the other two markets had lower speculator contracts.
Via
Talk Markets
Investors Flock To Money Market Funds And Taxable Bond ETFs During The Fund-Flows Week
↗
May 19, 2023
Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the fourth week in a row, injecting a net $4.6 billion for the fund-flows week ended Wednesday, May...
Via
Talk Markets
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