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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
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Event Schedule
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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
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If You Invested $10,000 in Enbridge 5 Years Ago, This Is How Much You Would Have Today
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May 12, 2023
Enbridge's stock has lagged the broader market, but share price alone doesn't provide a full picture of how good an investment it has been.
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February 20, 2023
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February 13, 2023
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Oil Trades Mixed After China Posts Weakest Economic Growth In Half A Century
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January 17, 2023
Oil prices were mixed on Tuesday following China recording its weakest economic growth in about half a century, while reversal from its zero-COVID policy late last year kept hopes of recovery alive.
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Best ETFs, Funds, and Stocks of 2022. A Preview to 2023.
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January 14, 2023
In 2022, high inflation and rising bond yields emerged as headwinds for stocks. The S&P 500 declined by over 18%, marking its worst yearly showing since 2008.
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Cramer Says This Chart Signals Good News For Oil: 'Boom And Bust Cycle In Commodities Never Stops'
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January 04, 2023
Prominent market commentator Jim Cramer analyzed Carley Garner’s chart to explain how some commodities could soon make a comeback.
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Daniel Yergin Says 2023 Will Be Year Of Central Bankers: 'So Uncertain' What Will Happen With The 'Ukraine War'
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January 03, 2023
Daniel Yergin, vice chairman of S&P Global and a prominent authority on energy markets, has reportedly said 2023 will be the "year of central bankers," and the timing of their decis
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Stock Market Forecast For 2023 Threatens More Challenges, But Stock Pickers Could Shine
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December 29, 2022
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John Hopkins Professor Steve Hanke Says Price Cap On Russian Oil Will Further 'Politicize' Market: 'Customers Will Pay The Bill'
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December 29, 2022
Steve Hanke, Professor of Applied Economics at Johns Hopkins University, has reiterated his skepticism about the impact of Western sanctions on the oil market stating that it would be the customers
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Russia May Hike Crude Oil Exports If EU Ban On Its Fuel Imports Results In Lower Refinery Output
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December 26, 2022
Russia is likely to hike its crude oil exports if the European Union ban on imports of its fuel results in lower refinery throughput.
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As Putin Visits Belarus, Rouble Plunges To Weakest Level In 7 Months Against Dollar
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December 19, 2022
The Russian rouble plunged to its weakest level in over seven months against the dollar on Monday and was on the path to its biggest single-day drop since July.
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Time To Buy Oil Dips? Cramer Says Crude 'Can Rally Another $20 From Here'
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December 13, 2022
Prominent market commentator Jim Cramer on Tuesday analyzed a chart by Carley Garner and advised investors to buy the dips in oil, saying that the sell-off in
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December 12, 2022
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Western Sanctions On Putin's Russia Increased Oil Exports To China, Created Europe Energy Crisis: Johns Hopkins Professor
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December 08, 2022
Steve Hanke, Professor of Applied Economics at Johns Hopkins University, has expressed his skepticism about the impact of Western sanctions on Russian oil highli
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El-Erian Says Western Sanctions On Russian Oil Expected To Increase Discount On Urals Relative To Brent: But 'What Is Harder To Anticipate Is...'
↗
December 05, 2022
Allianz chief economic adviser and noted economist Mohamed El-Erian has highlighted the fact that although the discount on Russian crude oil relative to Brent crude will increase following Western...
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Benzinga
Putin's Point Man On Energy Says Russia Won't Adhere To Western Oil Price Cap Even If It Has To Cut Production
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December 04, 2022
President Vladimir Putin's point man on energy and Russian Deputy Prime Minister Alexander Novak said even if Russia has to trim production, it will not sell oil subject to a Western price
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As EU's Russian Oil Cap Deadline Nears, OPEC+ Virtual Meet Reportedly Indicates Little Possibility Of Policy Change
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November 30, 2022
The decision of the Organization of the Petroleum Exporting Countries and its allies (OPEC+) to conduct its Dec.
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Anti-Xi-Jinping Protests Drag Down Oil, WTI Futures Fall To Lowest Level In Nearly 2 Years
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November 28, 2022
Oil futures declined over $2 a barrel in Asian trading on Monday, with West Texas Intermediate (WTI) hitting its 11-month low mark weighed by protests in China over Xi Jinping’s harsh COVID-19...
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This Country Will Now Use Gold To Buy Oil Rather Than Dollars
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November 24, 2022
Ghana's government is negotiating a new policy regime where it will use its gold rather than its U.S. dollar reserves to buy oil products, Vice-President Mahamudu Bawumia said in a Facebook post on...
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Cramer Says 'Mother Of All Buying Opportunities' Coming For Oil — Points To This 'Devastating' Historical Thanksgiving Pattern
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November 23, 2022
Prominent market commentator Jim Cramer highlighted a chart analysis from Carley Garner and said that investors should gear up to buy oil next month,
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German Economist Reportedly Files €50 Lawsuit Against OPEC Over Allegations Of Running An 'Illegal Cartel'
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November 08, 2022
A 44-year-old German economist and lawyer, Armin Steinbach, has decided to sue OPEC for damages that include 50 euros, plus interest, alleging that the group was operating "an illegal cartel,"...
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To Deter Putin From 'Gaming' System, G7 Reportedly Agrees To Set Fixed Price For Russian Oil
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November 03, 2022
The Group of Seven (G7) rich nations and Australia have decided to set a fixed price when they finalize a price cap on Russian oil later this month, as against adopting a floating rate, Reuters...
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Benzinga
This Is How Much OPEC Expects Global Oil Demand To Rise By 2045
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November 01, 2022
The Organization of the Petroleum Exporting Countries (OPEC) has said in its 2022 World Oil Outlook that global oil demand is projected to increase from almost 97 mill
Via
Benzinga
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