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home
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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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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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RSVP-Signup Form
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January 01, 2026
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January 01, 2026
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Here's How Much You Would Have Made Owning BlackRock Stock In The Last 20 Years
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December 31, 2025
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Fixed Income at the Crossroads: How XAGG is Mapping the Fed’s 2026 Pivot
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As the final trading bells of 2025 ring out, the global bond market stands at its most significant inflection point in nearly a decade. After a year defined by the "higher-for-longer" mantra finally...
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Final Bell: U.S. Bond Markets Shutter Early as Institutional Investors Lock in 2025 Gains Amid Yield Curve Normalization
December 31, 2025
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S&P 500 Capped Off 2025 with Record Gains as Final Jobless Claims Defy Cooling Labor Market Trends
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The Trillion-Dollar Shuffle: How Year-End Institutional Rebalancing is Fueling Late-December Volatility
December 30, 2025
As the final trading days of 2025 unfold, the financial markets are witnessing a phenomenon that analysts have dubbed the "Great Rebalancing." While the S&P 500 is poised to finish the year with...
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The S&P 500 Seesaw: Analyzing IVV’s Year-End Turbulence After a Record-Breaking 2025
December 30, 2025
The financial markets are closing out 2025 in a state of high-octane paradox. The iShares Core S&P 500 ETF (NYSE Arca: IVV), the massive exchange-traded fund that serves as a cornerstone for millions...
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BlackRock to Report Fourth Quarter 2025 Earnings on January 15th
December 30, 2025
From
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S&P 500 Stumbles at the Finish Line: Technical Resistance and 2026 Uncertainty Cloud the 7,000 Milestone
December 30, 2025
As the final trading sessions of 2025 draw to a close, the S&P 500 (INDEXSP:.INX) is grappling with a bout of technical exhaustion that has dampened the spirits of an otherwise stellar year. After...
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SoftBank’s $4 Billion Acquisition of DigitalBridge Triggers Wave of Analyst Downgrades as Upside Hits a Ceiling
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The "Patriot Economy" Pivot: Inside the Volatile Evolution of Trump Media (DJT) in 2025
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The Trillion-Dollar Pivot: Tech Giants Retreat as Investors Rebalance for 2026
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As the final trading days of 2025 come to a close, the high-octane rally that defined the year has hit a significant speed bump. The S&P 500 (NYSE:SPY) and the Nasdaq Composite (NASDAQ:QQQ) have...
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The End of the 'Oracle' Era: Warren Buffett Retires, Handing the Reins of Berkshire Hathaway to Greg Abel
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The clock ticks toward midnight on December 31, 2025, and the global financial community is preparing to bid farewell to the most storied career in the history of modern investing. Warren Buffett, the...
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US Spot Altcoin ETFs Log $12M Inflows, Bucking Bitcoin And Ethereum ETF Outflows
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December 30, 2025
Bitwise, VanEck, WisdomTree, Franklin, and Grayscale reported level daily flows with no major inflows or withdrawals.
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The Great Tech Trimming: Megacaps Face Year-End Pressure as Investors De-risk for 2026
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As the final trading days of 2025 wind down, the dominant tech megacaps that have propelled the market for the last two years are facing a significant bout of year-end turbulence. On this Monday,...
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Trump Threatens To Sue Fed Chair Jerome Powell For ‘Incompetence’: Says Replacement Appointment Expected In January
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December 29, 2025
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The Trillion-Dollar Shuffle: How Year-End Institutional Rebalancing is Shaping the Final Trading Days of 2025
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As the calendar turns to the final days of December 2025, a massive, invisible hand is moving the levers of the global financial markets. This week, institutional giants—ranging from sovereign wealth...
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From Hype to Hard Assets: The 2026 AI Infrastructure Pivot and the New Market 'Base Case'
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