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home
about us
Investment Approach
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Firm ADV PDFs
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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
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Quarterly Performance Reports
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Event Schedule
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Event Schedule
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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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Vanguard Value ETF
(NY:
VTV
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210.90
+1.88 (+0.90%)
Official Closing Price
Updated: 8:00 PM EDT, May 22, 2026
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Top ETFS: Trading Opportunities For Next Week
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February 13, 2022
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The Heat Is On
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Stocks Fail At Bull/bear Inflection Point
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February 11, 2022
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Reward & Punishment
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February 06, 2022
It was another wild week of fast moves in the stock market indices as we remain in the middle of earnings season. Let's take a look.
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The Three Power Trends of 2022
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January 19, 2022
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Light At End Of Pessimistic Stock Market Tunnel?
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February 04, 2022
A look at what we can learn from pessimistic stock market sentiment in terms of downside risk and upside potential based on history and probabilities.
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3 ETFs For Investors To Watch In February: Value Stocks, Video Games And Semiconductors
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February 03, 2022
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3 ETFs For Investors To Watch In February: Value Stocks, Video Games And Semiconductors
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February 02, 2022
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The SPDR S&P 500 ETF’s Simplicity Makes It a Timeless Buy
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January 28, 2022
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There Are Some Rays Of Sunshine, Let Us Tell You Where
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January 23, 2022
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Is The Secular Bull On The Ropes?
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January 22, 2022
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As Volatility Picks Up, Here's Where Investors Are Putting Their Money
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January 21, 2022
Money is coming out of very large, passive ETFs and going into markets that are much smaller in size. This creates some dramatic moves currently underway.
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Is The Bearish Case Being Overstated?
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January 14, 2022
An objective comparison of 2022 to the major stock market peaks in 2000 and 2007.
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5 Top-Ranked ETFs to Add to Your Portfolio for 2022
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January 11, 2022
Investors should stock up some ETFs from different zones that are poised to outperform in 2022 given the current trends.
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Here’s Why Value Stocks May Shine In 2022
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January 07, 2022
Growth stocks have out-performed value stocks for nearly 15 years, with a major surge from 2017 to 2020. But the past two years have seen this turn into a tug-o-war as value stocks attempt to regain...
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Santa Finally Showed Up
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December 26, 2021
A “Santa Claus Rally” started this past week. A variety of factors, including lighter volume, less institutional action, end of year bonuses, profit sharing distributions, and less fear about Omicron,...
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The Twelve Charts Of Christmas 2021
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December 24, 2021
What can we learn from the market heading into the Santa Claus rally period?
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Where’s Santa?
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December 19, 2021
Investors anticipate the phenomenon that not only happens around most National Holidays, but especially during the Thanksgiving to Christmas season called “The Santa Claus Rally” on Wall Street.
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Is The Stock Market Bubble Finally Bursting?
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December 17, 2021
Is the stock market taking on a look similar to the major peaking process in 1999-2000? How concerning are similarities to Q4 2018 (a weak period for stocks)?
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The Most Important Question For Investors
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December 04, 2021
The markets are dealing with numerous concerning issues including a major shift in the Fed's stance and the new Omicron strain of the virus. How much damage has been done to the charts?
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Is The New Covid Variant A Game Changer For Stocks?
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November 27, 2021
After the worst Black Friday in stock market history, how much damage was done to the bullish trend? What should bulls and bears be looking for next week?
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Reopening Trade and Value Rebound
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November 22, 2021
The three deciles of the worst-performing stocks during the COVID Crash were now the top performers in today’s session. All other deciles are also higher to start the week but to a much more modest...
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Something Stinks B4 Thanksgiving
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November 21, 2021
With inflation rising at an accelerated rate and disruptions in the supply chain creating shortages and enhanced demand, everything including milk, cars, food, paint, lumber, gasoline costs more, which...
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Will Inflation Derail The Year-End Rally In Stocks?
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November 12, 2021
Market participants were recently presented with the highest inflation report in more than 30 years. What does it mean for investors and traders?
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The Market’s Urgent "Co·nun·drum"
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November 07, 2021
Last week we saw a small, but a much needed, significant degree of bipartisan action! Even with a few Democrats, and most Republicans voting against it, the $1.2 trillion Infrastructure Bill, passed.
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Will Shifting Rate Expectations Send Stocks Into Orbit?
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November 05, 2021
Interest rates have fallen in recent sessions. How has it impacted risk assets and stock market leadership?
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Taper-Induced Changes Coming For Investors?
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October 29, 2021
The Fed will most likely announce the long-awaited taper schedule at the November 2-3 meeting.
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Will Inflation Change Everything We Know About Investing And Asset Allocation?
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October 22, 2021
The media is filled with stories about the negative impact of rising and high inflation. Will inflation change everything we know about markets, investing, and asset allocation?
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Sitting On The Dock Of The Bay
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October 17, 2021
I am sure by now you and your family are feeling the effects of rising inflation. It has manifested itself in just about every aspect of American life…rising food costs, building supplies, housing...
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New All-Time Highs Coming In Stocks Before Year-End?
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October 15, 2021
How much progress has the stock market made in terms of putting in a pullback low? What do the long-term charts say about tech, growth, commodities, financials, and energy?
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