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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
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Client Information
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Quarterly Performance Reports
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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iShares MSCI ACWI ETF
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Updated: 4:15 PM EST, Dec 31, 2025
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Here's Why This Israeli Investment Giant Is Betting $834 Million on Teva Stock
↗
November 03, 2025
Here's Why This Israeli Investment Giant Is Betting $834 Million on Teva Stock
Via
The Motley Fool
Topics
ETFs
Economy
Regulatory Compliance
Israel’s Phoenix Financial Exits $169 Million Tower Semiconductor Stake After Stock's 99% Rally
↗
November 03, 2025
Israel’s Phoenix Financial Exits $169 Million Tower Semiconductor Stake After Stock's 99% Rally
Via
The Motley Fool
Topics
Artificial Intelligence
Amplius Wealth Trims Global ETF but Keeps Core Exposure Through Flagship Fund
↗
October 26, 2025
Amplius Wealth Trims Global ETF but Keeps Core Exposure Through Flagship Fund
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Nvidia's Market Dominance Now Dwarfs Japan, China, Germany, UK
↗
October 07, 2025
Nvidia (NVDA) surpasses Japan as 5th-largest market on MSCI ACWI. Its dominance highlights the role of AI in today's equity landscape.
Via
Benzinga
Topics
Artificial Intelligence
Concentration Risk
↗
December 17, 2024
Equity markets are becoming intrinsically riskier because they are becoming more concentrated.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Is The Market Open On Labor Day?
↗
September 02, 2024
Labor Day in the U.S. marks the end of summer and a break for Wall Street. Markets, banks and institutions are closed, but international markets remain open.
Via
Benzinga
MSCI Set To Shakes Up Global ETF Lineups — SoFi, Affirm, Rocket Lab Join
↗
August 13, 2025
MSCI will roll out a rejig of its ACWI and Emerging Markets indexes, adding 42 and removing 56 securities. ETFs linked to these indexes may experience temporary spikes in trading volumes.
Via
Benzinga
Topics
ETFs
Investors Ditch US Stocks As International ETFs Hit 52-Week Highs, Here's What's Driving The Portfolio Pivot
↗
May 21, 2025
US-listed international ETFs hit 52-week highs as investors shift towards global equities amid macroeconomic shifts and geopolitical realignments.
Via
Benzinga
Topics
ETFs
How I Turned $5,000 Into $20,000 - Real Capital Allocation Strategy
↗
April 12, 2025
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Hang Seng Skids Into Bear Zone As US-China Tariff War Rattles Global ETFs
↗
April 10, 2025
Hang Seng Index in bear market territory, losing 20% after US tariffs on Chinese imports. ETFs with exposure to Asia, Tech and Agriculture under pressure.
Via
Benzinga
Topics
ETFs
World Trade
Chart of the Week - Global Equities ex-Growth
↗
May 03, 2022
Global equities risk further downside as the market goes ex-growth.
Via
Talk Markets
AT&T Gains FCC Approval to Replace Copper Lines With Wireless Tech
↗
December 24, 2024
AT&T (T) gets FCC approval to replace old copper home phone lines with wireless technology, expanding 5G network and fiber coverage for growth.
Via
Benzinga
Walmart Teams Up With China's Meituan to Boost E-Commerce
↗
December 17, 2024
Walmart Inc (NYSE: WMT) partners with Meituan (OTC: MPNGF) for e-commerce delivery in China. Walmart's China sales account for 50% of total sales.
Via
Benzinga
Stocks Explode Higher As Implied Volatility Drops Sharply Following Trump Win
↗
November 06, 2024
The most significant moves were in the FX and rates markets, with the 10-year yield climbing by 16 basis points to close around 4.44%, breaking above the long-term downtrend that began in October...
Via
Talk Markets
Topics
Government
Quarterly Trading Report – Q3 2024: The Big Rotation And The Big Cut
↗
October 30, 2024
Via
Talk Markets
What Does A Once-In-A-Generation Investment Opportunity Look Like?
↗
October 13, 2024
The market is at a major inflection point in macro fundamentals, offering investors a once-in-a-generation opportunity to reposition portfolios. To put this opportunity into perspective, here is a look...
Via
Talk Markets
Equity Factor Report - Q2 2024: Momentum Strategies Continue Their Advance
↗
August 01, 2024
Concerns over a slowing economy and labor market at the beginning of the quarter firmed investors’ beliefs that interest rate cuts were on the way.
Via
Talk Markets
Topics
Economy
3 Global Stocks to Buy to Escape the Volatility on Wall Street
↗
July 16, 2024
Discover three top global stocks as a smart hedge against Wall Street volatility, offering diversification and resilience in uncertain times.
Via
InvestorPlace
60/40 Portfolio Bounces Back From 2022 Slump: Is It The Right Investment Strategy For 2024?
↗
December 28, 2023
The traditional 60/40 investment portfolio recorded 13% growth in 2023, its third-best year since 2008. Investors ponder if favorable conditions in H2 of 2023 will continue in 2024.
Via
Benzinga
Modernizing a Classic: 3 Fresh Takes on How to Play the 60/40 Portfolio Strategy
↗
December 06, 2023
The 60/40 portfolio strategy is not dead. Here are three ways to play the long-time investment asset-allocation philosophy.
Via
InvestorPlace
Stocks May Fall Further With More Yield Curve Steepening Ahead
↗
October 05, 2023
The S&P 500, for the most part, has consolidated the last two trading sessions and failed for a second day at 4,270.
Via
Talk Markets
Topics
Economy
Stocks
Bullish? Not So Much
↗
August 13, 2023
There are encouraging signs that the “totally bullish” situation is looking much shakier. For example, the Dow Jones Utilities could be one of the most potent reversal patterns I’ve seen in years.
Via
Talk Markets
Topics
Stocks
Top 10 Countries By GDP Per Capita, By Region
↗
June 25, 2023
GDP per capita, while useful, doesn’t account for such things as strength of local currency, or price differencs between countries (e.g. plentiful/cheap vs scarce/expensive). Economists use Purchasing...
Via
Talk Markets
The Quagmire: 6 Indexes At A Crossroads
↗
May 07, 2023
Either the bulls or the bears are going to be very, very happy with the release of this tension within the next few weeks. I just can’t for the life of me figure out who.
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Despite Plus-Side Returns For The Week, ETF And Fund Investors Duck For Cover
↗
May 06, 2023
Despite growing concerns with U.S. regional banks, a debt ceiling debate standoff, another interest rate hike, and signs that the U.S. economy might be cooling down, a better-than-expected Q1 earnings...
Via
Talk Markets
U.S. Weekly Fund-Flows Insight Report: Investors Embrace Both Fixed Income And Equity ETFs
↗
March 09, 2023
As investors appeared to ignore rising Treasury yields, stocks generally managed to remain on the plus-side for the fund-flows week.
Via
Talk Markets
Money Market Funds Open New Year with $57.8 Billion of Inflows, Largest Total Since May 2021
↗
January 08, 2023
During Refinitiv Lipper’s fund-flows week that ended January 4, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second week in three,...
Via
Talk Markets
Can Texas Pacific Land Corp. Continue its Meteoric Rise?
October 11, 2022
With energy the only sector with a 2022 gain, Texas Pacific Land Corporation is a price leader in a little-known slice of the overall oil-and-gas industry.
Via
MarketBeat
Topics
ETFs
The Only Logical Conclusion
↗
August 07, 2022
A lot of famous financial pundits are pushing optimism lately. Personally, I think they have been lulled into a deep sleep over the past 13 years.
Via
Talk Markets
Investment Strategy Monthly Insights, April 2022
↗
April 22, 2022
After four decades of low inflation, developed economies are grappling with an inflation spike.
Via
Talk Markets
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