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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
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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Quarterly Performance Reports
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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
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Asia And Europe Markets Mixed; Crude Gains Amid China Policy Shift - Global Markets Today While US Slept
↗
December 09, 2024
US markets mixed, Nasdaq and S&P 500 hit record highs on strong forecasts and jobs data, Dow down due to health insurance stocks. Asian markets mostly up.
Via
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China And Europe Markets Advance, Gold And Dollar Tick Higher - Global Markets Today While US Slept
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December 06, 2024
US markets closed lower due to tech shares and UnitedHealth's decline. Jobless claims rose, while trade deficit narrowed. Asia markets mixed, oil prices fell.
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Asia And Europe Markets Gains; Dollar Slips While Bitcoin Hits $100K - Global Markets Today While US Slept
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December 05, 2024
U.S. markets closed higher on strong tech earnings and Fed Chair Powell's remarks. Asia and Europe markets were mixed. Oil prices up, gold down.
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Oil Hits $70 In Supply Cut Hope, Dollar Gains, Asia And Europe Markets Mixed - Global Markets Today While US Slept
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December 04, 2024
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Asia And Europe Markets Gain; Oil Rises Ahead of OPEC+ Meeting - Global Markets Today While US Slept
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December 03, 2024
Economic data shows mixed U.S. market close, construction spending up, ISM manufacturing PMI surpasses expectations. Most S&P 500 sectors decline, Dow falls. Asian markets up.
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Asia And Europe Markets Up, Oil Gains On China Activity, Dollar Strengthens - Global Markets Today While US Slept
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December 02, 2024
US markets close higher on Black Friday, with S&P 500 and Dow Jones reaching record highs. Tech and retail sectors lead, boosted by consumer spending.
Via
Benzinga
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Asia And Europe Markets Mixed; Oil Falls And Dollar Cools - Global Markets Today While US Slept
↗
November 29, 2024
US markets end lower amid concerns over rising inflation and Fed's stance on interest rates. Asia markets mixed, oil prices fall, gold up.
Via
Benzinga
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Economy
Asia Mostly In Green, Europe Markets Decline; Crude Oil And Gold Rise While Dollar Dips - Global Markets Today While US Slept
↗
November 27, 2024
Via
Benzinga
Asia And Europe Markets Dip, Crude Oil And Gold Gain - Global Markets Today While US Slept
↗
November 26, 2024
US markets ended higher on Monday, boosted by drop in bond yields and rate cuts. Asian markets mixed with Japan and Australia down, China and HK up.
Via
Benzinga
Topics
Bonds
Asia Mixed, Europe Markets Gain While Gold And Dollar Dip - Global Markets Today While US Slept
↗
November 25, 2024
On Friday, U.S. markets closed higher on positive economic data and hopes for interest rate cuts, while tech faced pressure. Asian markets also rose, except for China and Hong Kong. Oil and gold prices...
Via
Benzinga
Asia Mixed, Europe Mostly In Red; Dollar Hits 13-Month High - Global Markets Today While US Slept
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November 22, 2024
US markets closed higher on Thursday, with gains in Dow (+461), S&P 500 (+32), and Nasdaq (+6). Economic data showed positive home sales but weak manufacturing and jobless claims. Most S&P sectors rose...
Via
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Asia And Europe Markets Mixed; Dollar Hovers Near 52-Week High - Global Markets Today While US Slept
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November 21, 2024
U.S. markets close mixed, mortgage apps up 1.7%. Healthcare, energy, materials lead S&P gains. Nikkei, ASX, Nifty slide. Oil prices rise.
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Benzinga
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Asia Mixed, Europe Markets Gain; Gold Slips And Dollar Gains Against Yen - Global Markets Today While US Slept
↗
November 20, 2024
U.S. markets ended mixed, with Nasdaq up 1%, S&P 500 higher due to tech gains and Walmart's raised forecast. Dow down. Asia markets mostly lower.
Via
Benzinga
Topics
Stocks
Asia And Europe Markets Mostly Lower, Dollar's Uptrend Continues - Global Markets Today While US Slept
↗
November 18, 2024
On Fri, Nov 15, US markets closed lower due to delayed interest rate cuts, economic data, & Trump's cabinet picks. Asian markets mixed on Mon.
Via
Benzinga
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Government
Asia Up, Europe Markets Slip; Oil Prices Pressured While Gold Strengthens - Global Markets Today While US Slept
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November 19, 2024
On Nov 18, US markets were mixed as investors awaited Nvidia's Q3 earnings and potential policy shifts under Trump. NAHB/Wells Fargo Housing Market Index rose to 46. S&P 500 sectors rose, led by...
Via
Benzinga
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Asia And Europe Markets Mixed; Fed's Hawkish Comments Boost Dollar - Global Markets Today While US Slept
↗
November 15, 2024
U.S. markets lower on Powell's hawkish remarks, data shows rise in producer prices. Asia markets mixed, Europe stocks down. Oil prices decline.
Via
Benzinga
Topics
Economy
Dollar Hits One-Year High; China Falls, Gold Hits Two-Month Low - Global Markets Today While US Slept
↗
November 14, 2024
US markets mixed, with Dow & S&P 500 up while Nasdaq down. October CPI meets expectations, supporting bets on Dec Fed rate cut. Core CPI rose 0.3%. Consumer discretionary stocks gain.
Via
Benzinga
Topics
Economy
Stocks
Asia Markets Down, Europe Up, Dollar Makes 5-Month High - Global Markets Today While US Slept
↗
November 13, 2024
US markets fell as investors took profits after a post-election rally and concerns over inflation, while Asian markets declined and oil prices rose.
Via
Benzinga
Topics
Economy
Asia And Europe Markets Cool Off, Dollar Strengthens To 4-month High - Global Markets Today While US Slept
↗
November 12, 2024
US markets closed higher on hopeful fiscal policies. Tesla soared, crypto stocks rallied, while traders watch inflation data and Fed rate cuts.
Via
Benzinga
Topics
Economy
Asia Mixed And Europe Up, Dollar Gains To 3-Month High - Global Markets Today While US Slept
↗
November 11, 2024
On Nov 8, US markets rallied on Trump's win, Fed rate cut, & Republican sweep hopes. Consumer sentiment reached 7-month high. Asia markets mixed.
Via
Benzinga
Topics
Economy
Government
Asia Markets Mixed, Europe, Crude Oil, Gold And Dollar Cool Off - Global Markets Today While US Slept
↗
November 08, 2024
US markets mixed after Fed rate cut, optimism over Trump's return. Japan's Nikkei up 0.19%, Australia's S&P/ASX 200 up 0.84%, India's Nifty 50 down 0.21%.
Via
Benzinga
Topics
Economy
Government
US Futures, European Stocks Rally Post-Trump Victory While Crude Oil And Gold Decline - Global Markets Today While US Slept
↗
November 07, 2024
U.S. markets closed at record highs after Trump's election win. Tesla soared, yields rose, and most S&P 500 sectors gained. Asia/Europe markets mixed.
Via
Benzinga
Topics
Government
Stocks
Donald Trump's Victory Could Disrupt Commodities, Put Australia In Precarious Position
↗
November 06, 2024
Trump's policies could affect global commodity prices, particularly in the fossil fuel and industrial metals sectors, with potential tariffs and trade stances.
Via
Benzinga
Topics
Government
World Trade
On US Election Day, Asia Mostly In Green, Europe Mixed, Dollar Softens - Global Markets Today While US Slept
↗
November 05, 2024
US markets closed lower due to election uncertainty. Economic data showed a drop in factory orders. Asian markets mixed, oil prices steady.
Via
Benzinga
Donald Trump Wins 47th Presidency -US Futures Up, Europe Up, Asia Mixed, Crude Falls And Dollar Strengthens
↗
November 06, 2024
Trump beats Harris in 2024 election, promises to fix country & praises running mate JD Vance & Elon Musk. Markets close higher but volatile due to tight race impact. Economic data positive, Dow up...
Via
Benzinga
Topics
Government
Stocks
Asia Mixed, Europe Market Gains In US Election Week; Crude Oil Up 2% - Global Markets Today While US Slept
↗
November 04, 2024
US markets closed higher on Friday boosted by Amazon's strong earnings, while Apple faced pressure. Economic data showed weaker job growth in October.
Via
Benzinga
Asia In Red, Europe Markets Gain; Crude Oil Rises 2.5% - Global Markets Today While US Slept
↗
November 01, 2024
US markets close lower due to rising AI costs for Microsoft and Meta, while economic data shows jobless claims down and price index up. Asian markets mostly fall, with Japan's Nikkei down 2.79% and...
Via
Benzinga
Topics
Artificial Intelligence
Asia Ex-China And Europe Markets Dip; Crude Extends Gains While Dollar Softens - Global Markets Today While US Slept
↗
October 31, 2024
U.S. markets closed red on Wed. due to chip stock declines. U.S. GDP at 2.8%, private payrolls surpassed expectations. Asian markets mixed.
Via
Benzinga
Asia Ex-Japan And Europe Markets Dip; Gold Clocks New High, Dollar Softens - Global Markets Today While US Slept
↗
October 30, 2024
US markets closed mixed on Oct 29, with Nasdaq at record high, S&P up & Dow down. Tech giants' earnings & economic data will impact Wall St's optimism.
Via
Benzinga
Topics
Stocks
Asia Markets Mixed, Europe Up, While Crude Oil Rebounds - Global Markets Today While US Slept
↗
October 29, 2024
US markets closed higher on Monday, driven by tech earnings and steady energy supplies. Asian markets mixed, US futures up, dollar stable.
Via
Benzinga
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