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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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The ETF Portfolio Strategist - Saturday, Oct. 2
↗
October 02, 2021
Small-cap stocks and commodities rallied this week. Otherwise, it was a bust for our world-spanning global ETF opportunity set for the trading week through Friday, Oct. 1.
Via
Talk Markets
The ETF Portfolio Strategist - Saturday, Sept. 18
↗
September 18, 2021
Losses continue to weigh on the global markets this week. But not entirely. Let's take a look.
Via
Talk Markets
US Continues to Gain World Market Cap
↗
September 10, 2021
The S&P 500 has risen around 20% year to date in 2021, and with that rally in US equities more broadly, the United States has gained 1.83 percentage points of total world market cap.
Via
Talk Markets
Topics
Stocks
'Fast Money' Picks For September 7
↗
September 06, 2021
On CNBC's "Fast Money Final Trades," Steve Grasso said Paysafe Ltd (NYSE: PSFE) has not performed at all. He is still in the name and he still has conviction. Nadine...
Via
Benzinga
Japan Topix Hits 30-Year High: ETFs To Tap
↗
September 05, 2021
Japan stocks have gained momentum lately on hopes of a stronger government ahead of a ruling party leadership race and a general election in November.
Via
Talk Markets
The ETF Portfolio Strategist - Saturday, Sept. 4
↗
September 04, 2021
This is getting repetitive, but in a good (or at least profitable) way. The bullish momentum that’s been in force for much of the year remained in play this week as most global markets ended on a...
Via
Talk Markets
Suga’s Departure Likely To Lift Dented Investor Confidence In Japan
↗
September 04, 2021
A survey shows confidence in Japan fell by 8% in August, so it’s not surprising that the news of Yoshihide Suga departure saw stocks in Tokyo lift in response.
Via
Talk Markets
India (INDA) Ignites
↗
September 01, 2021
Looking across the various ETFs tracking the stock markets, by far the best performer in the month of August was India (INDA) which rallied 8.75%.
Via
Talk Markets
China Is This Year’s Downside Outlier For Global Stock Markets
↗
August 26, 2021
Shares in China continue to post sharp year-to-date losses vs. an otherwise upside bias for global stocks, based on a set of exchange-traded funds tracking the world’s major equity regions through...
Via
Talk Markets
This Day In Market History: Atomic Bomb Shuts Down Japan Stock Exchange
↗
August 10, 2021
Each day, Benzinga takes a look back at a notable market-related moment that occurred on this date. What Happened?
Via
Benzinga
The US Is The Lone Overbought Country
↗
July 21, 2021
Looking across the ETFs tracking the global equity markets, the US, Switzerland, and Sweden are the only countries that are up month to date with each country posting an over 1% gain.
Via
Talk Markets
China Stock Market Is This Year’s Downside Outlier
↗
July 13, 2021
Global equity markets overall are posting gains year to date, with the glaring exception of China, based on a set of US-listed exchange-traded products.
Via
Talk Markets
Energy And Ethereum Lead The Way Higher In First Half
↗
July 01, 2021
The first half of 2021 is now in the books. Below is a look at our Asset Class Performance Matrix highlighting total returns in June, Q2, and the first half of 2021 using key ETFs that we monitor on a...
Via
Talk Markets
Five Years Later, Not Much Doom (Yet!)...
↗
June 30, 2021
“Experts” have been consistently and totally wrong about the effects of Japanese fiscal policy (and “money printing!”) since the mid-1990s.
Via
Talk Markets
The ETF Portfolio Strategist - Sunday, June 13
↗
June 13, 2021
Unmanaged beta risk remains in the lead this year for generating returns relative to our three risk-managed strategies. The longer-term record of the proprietary strategies is stronger, particularly in...
Via
Talk Markets
10 Monster Stock Market Predictions For The Week Of June 14
↗
June 13, 2021
The big question is what’s next for the S&P 500. Monday morning will likely decide what happens next. It would not be surprising to a reversion to the beginning of the wedge at 4070 over the next...
Via
Talk Markets
Topics
Stocks
The ETF Portfolio Strategist - Sunday, June 6
↗
June 06, 2021
Two of our three proprietary strategies dispensed some benchmark-beating returns last week (through June 4) after a stretch of underperformance. However, on the rebalancing front, all was quiet once...
Via
Talk Markets
The ETF Portfolio Strategist: Saturday, May 22
↗
May 22, 2021
It was a mixed week for markets as US stocks continue to dip. There was more meandering that trending this week, but in some corners the fading of the bullish sentiment appears to be gathering...
Via
Talk Markets
The Vast Majority (Not) Inflation Case
↗
May 21, 2021
Bank reserves aren’t the end of the story, especially in light of goings-on in repo and collateral. Both those things have global components, too, which is already outside the Fed’s jurisdiction.
Via
Talk Markets
Topics
Economy
Bank of Japan Willing to Extend Pandemic Relief Program
↗
May 19, 2021
In the first quarter, the Japanese economy contracted by 5.1% in annual terms, while in quarterly terms, the GDP fell by 1.3%. The figures were below expectations of a 1.2% quarterly decline and a 4.6%...
Via
Talk Markets
Topics
Economy
The ETF Portfolio Strategist - Sunday, May 16
↗
May 16, 2021
Our trio of proprietary strategies outperformed their common benchmark last week. Alas, the outperformance was in the form of lesser declines, but that still beats underperformance.
Via
Talk Markets
The ETF Portfolio Strategist - Saturday, May 15
↗
May 15, 2021
The consumer price index was much hotter than expected, while retail spending and industrial output came in below their respective consensus forecasts. The noise for US macro is sky high. The...
Via
Talk Markets
The ETF Portfolio Strategist - Sunday, May 9
↗
May 09, 2021
Markets were fired up last week and so were our three proprietary strategies. The top performer: Global Managed Volatility (G.B16.MVOL), which jumped 1.5%. That was enough to beat the benchmark.
Via
Talk Markets
The ETF Portfolio Strategist - Saturday, May 8
↗
May 08, 2021
It was a big miss for US payrolls on Friday, but this setback could spur widespread rallies. Despite the disappointment, there were across-the-board gains for the portfolio benchmarks.
Via
Talk Markets
S&P 500 Index Rises On Dovish Fed, Nikkei 225 And ASX 200 Open Mixed
↗
May 04, 2021
Looking back to Monday’s close, 6 out of 11 S&P 500 sectors ended higher, with 65.9% of the index’s constituents closing in the green.
Via
Talk Markets
Topics
Economy
Stocks
The ETF Portfolio Strategist: Sunday, May 2
↗
May 02, 2021
Keeping up with beta while maintaining a risk-management overlay remains challenging, but two of our three proprietary strategies dispatched some trivial success this week by losing less than their...
Via
Talk Markets
The ETF Portfolio Strategist: Saturday, May 1
↗
May 01, 2021
The winners keep winning and the losers, well, it’s a bit complicated for this week’s losers. But for the top-performers this week for our broad set of ETF proxies for global asset classes the...
Via
Talk Markets
The ETF Portfolio Strategist - Sunday, April 25
↗
April 25, 2021
A rally across most global markets last week lifted all three of our proprietary strategies, which use the same 16-fund opportunity set that defines their benchmark. Here is a look at the results of...
Via
Talk Markets
The ETF Portfolio Strategist - Saturday, April 24
↗
April 24, 2021
Are we at the dawn of an extended run of dominance for global asset allocation after a relative performance drought? Unclear, but this week offered a reason to think that the dominance of all things US...
Via
Talk Markets
The ETF Portfolio Strategist - Sunday, April 18
↗
April 18, 2021
Keeping up with beta, much less beating it, isn’t getting any easier in 2021. That, at least, is the ongoing message in our trio of proprietary portfolio strategies which target a globally diversified...
Via
Talk Markets
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