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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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EVENTS
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Event Schedule
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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
Bond Fund Seminar
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Silver Update: The Bigger The Base, The Higher In Space
↗
September 19, 2021
In this brief video, I discuss the recent action seen in the silver market and how it may move next.
Via
Talk Markets
Index Flyover
↗
August 29, 2021
Review of stock market indexes through August 27, 2021.
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Talk Markets
What Chip Shortage: Inventory At Leading Chipmakers Hits Record $65 Billion
↗
August 23, 2021
Something odd emerged as automaker after automaker - most notably Toyota last week - announced they would throttle auto production in coming months due to a historic chip shortage.
Via
Talk Markets
The Cost Of Saving The Economy: $1.7 Billion Per Hour Every Hour
↗
August 20, 2021
the Fed has bought $4 trillion bonds in the past 18 months, twice the amount the US spent on War in Afghanistan past 20 years as it, and other global central banks, have spent $834 million every hour...
Via
Talk Markets
Topics
Bonds
Economy
Losses continue as Dow Jones finishes with potential 'Bull trap'
↗
August 18, 2021
Today's news was not the continued losses from the bearish wedge in the Russell 2000 as such losses have remained contained by the trading range.
Via
Talk Markets
Topics
Stocks
SPX Futures Rose To A New All-Time High
↗
August 13, 2021
SPX futures rose to a new all-time high 4465.30, then eased back to the flat line.
Via
Talk Markets
Unusual Options Activity Insight: Direxion Daily Semiconductor Bull 3x Shares
↗
August 11, 2021
Shares of Direxion Daily Semiconductor Bull 3x Shares (NYSE:SOX...
Via
Benzinga
Understanding Direxion Daily Semiconductor Bull 3x Shares's Unusual Options Activity
↗
August 10, 2021
Shares of Direxion Daily Semiconductor Bull 3x Shares (NYSE:SOX...
Via
Benzinga
A Second Look at Semis
↗
August 05, 2021
One of the strongest and most resilient sectors has been semiconductors. However, there are some very specific stocks that are appealing to short-sale candidates within this sector.
Via
Talk Markets
Did Small-Caps Just Bottom?
↗
July 26, 2021
This week we take a look at the conflicting data of horrid breadth and new all-time highs. We discuss the buyback outlook and low costs of capital, go through the latest earnings guidance and margin...
Via
Talk Markets
Buying Pressure Continues To Drive Indices Higher As Russell 2000 Waits
↗
July 04, 2021
The Russell 2000 was the only lead index not to gain on Friday, but it remains well-positioned to breakout with tight support at $228, wedged with resistance at $234. Be ready for a breakout, because...
Via
Talk Markets
Micron Upgraded To Outperform From Market Perform At BMO Capital
↗
June 30, 2021
BMO Capital analyst Ambrish Srivastava upgraded Micron Technology to Outperform from Market Perform with a price target of $110, up from $90.
Via
Talk Markets
Index Glance
↗
June 08, 2021
Low-volume, daily-lifetime-highs summer trading continues. Let’s take a quick look at a few key items.
Via
Talk Markets
Semiconductors Index: Bull/Bear Tug-O-War At Important Price Resistance
↗
May 26, 2021
She SOX Semiconductors Index has been in a rising uptrend channel for much of the past 13 years with the index testing the upper end of the channel during the past 4 months.
Via
Talk Markets
2 Chip Stocks That Could Soar in Q2 2021
↗
April 23, 2021
A global shortage of semiconductors is having negative ramifications on many industries.
Via
Talk Markets
Characterizing the Indexes
↗
April 15, 2021
Let’s take a fresh look at the big indexes out there.
Via
Talk Markets
The Fed & Inflation: Has Risk Risen? Weekly Nifty 9
↗
May 24, 2021
In this week's Nifty 9 Market Must Knows, we take a look at some key quantitative data, seasonal trends, economic data points of interest and more. Investors are best positioned aligning themselves...
Via
Talk Markets
Topics
Economy
5 Stocks to Sell in May
↗
May 06, 2021
Just about every investor has heard the old standby
Via
Talk Markets
Not A Wobble In Sight For These Indices
↗
April 25, 2021
Here is a look at some major U.S. equity indexes, stripped of their price data and purely illustrating the trio (50, 100, 200-day) of exponential moving averages. The ascent in recent months isn’t just...
Via
Talk Markets
Semiconductor Red Hot Performance Tests 20-Year Breakout Level
↗
April 13, 2021
Will the “Red Hot” semiconductor index cool off or get even hotter due to the shortage of chips?
Via
Talk Markets
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