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home
about us
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Team Biographies
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
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Sample Portfolio
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Quarterly Performance Reports
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MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
EVENTS
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Event Schedule
TAM
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
Bond Fund Seminar
RSVP-Signup Form
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CME Group
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295.30
-3.63 (-1.21%)
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Updated: 4:00 PM EDT, Apr 10, 2026
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Federal Overreach or Financial Freedom? CFTC Sues States in Landmark Bid to Shield Prediction Markets from Gambling Labels
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Martin Capital Dumps $4.5 Million in Robert Half Shares After a Brutal Year for the Staffing Sector
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The Great Gold Homecoming: Central Banks Reclaim Bullion as Geopolitical Tensions Reshape Global Reserves
April 07, 2026
The era of the "world's vault" in New York may be coming to a close as a historic wave of gold repatriation sweeps through global central banks. In a landmark move concluded early this year, the Bank...
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Silver Slumps 23.5% as Industrial Demand Concerns Grip Markets
March 24, 2026
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The $7 Trillion Witching Hour: Derivatives Avalanche Triggers Historic Volatility on Wall Street
March 20, 2026
NEW YORK — The financial markets are bracing for a "perfect storm" today, Friday, March 20, 2026, as the quarterly event known as "Quadruple Witching" collides with a precarious macroeconomic backdrop....
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The Silver Paradox: Why $80 Silver Persists Amidst Global Turmoil
March 19, 2026
NEW YORK — As of March 19, 2026, the global silver market is grappling with a jarring new reality. After a historic, parabolic ascent that saw spot prices breach the $120 mark in late January, the...
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The Peace Treaty of Wall Street: SEC and CFTC Sign Historic MOU to End Crypto Turf War
March 13, 2026
In a move that marks the end of nearly a decade of regulatory ambiguity and high-stakes litigation, the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) have...
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Initial Public Offering
Bond Market Shock: 10-Year Treasury Yield Surges to 4.28% as 'War Premium' Rattles Global Finance
March 13, 2026
The global financial landscape has shifted violently over the past two weeks as the 10-year Treasury yield skyrocketed from a late-February low of 3.97% to a staggering 4.28% as of March 12, 2026. This...
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3 Large-Cap Stocks We Keep Off Our Radar
March 09, 2026
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CME Group Smashes All-Time Trading Records as February Volatility Grips Global Markets
March 05, 2026
The financial world witnessed an unprecedented surge in market activity last month as CME Group (NASDAQ: CME) reported a staggering record for monthly average daily volume (ADV). Reaching an all-time...
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1 S&P 500 Stock Worth Your Attention and 2 We Brush Off
March 04, 2026
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant ch...
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Silver Market on Edge: COMEX Faces Unprecedented Delivery Stress in March Cycle
March 04, 2026
CHICAGO — The silver market has entered a period of extreme volatility as the March 2026 COMEX delivery season begins, fueled by a precarious imbalance between physical supply and paper demand. As of...
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CME Group Shatters Trading Records in February 2026 Amid Global Monetary Shifts and Geopolitical Tension
March 03, 2026
The global financial landscape reached a fever pitch in February 2026 as CME Group (NASDAQ:CME) reported a staggering average daily volume (ADV) of 37.6 million contracts, the highest in the company’s...
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President Trump Wants Lower Interest Rates. History Says the Stock Market Could Soar If the Fed Cuts in March.
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March 03, 2026
The S&P 500 has generally delivered double-digit returns during the 12-month period after an interest rate cut.
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The Inventory Paradox: Why Copper Prices are Cooling Despite a Global Stockpile Surge
February 25, 2026
The global copper market has entered a state of profound disequilibrium as of February 2026, characterized by what analysts are calling the "Inventory Paradox." Despite the relentless long-term demand...
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These S&P500 stocks are moving in today's pre-market session
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Record Highs Meet Geopolitical Lows: The Great Cattle Market Divergence of 2026
February 24, 2026
The United States cattle market has entered a period of unprecedented volatility, characterized by a staggering "Mexican standoff" between physical cash prices and paper futures. As of February 24,...
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Unpacking Q4 Earnings: CME Group (NASDAQ:CME) In The Context Of Other Financial Exchanges & Data Stocks
February 22, 2026
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the financial exchanges & data industry, including CME Group (NASDAQ:CME) and its peers.
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2 Best Stocks to Buy Right Now for February
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February 20, 2026
Interactive Brokers Group and CME Group turn the world's unpredictability into higher profits.
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3 Unpopular Stocks We Approach with Caution
February 19, 2026
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can...
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Precious Metals Reach Historic Peaks Amid Global Crisis: Gold $5,598 and Silver $121
February 19, 2026
The global financial landscape reached a fever pitch this month as gold and silver values ascended to unprecedented heights, driven by a perfect storm of geopolitical brinkmanship and monetary...
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CME Group To Launch Round-The-Clock Cryptocurrency Futures And Options Trading
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February 19, 2026
The cryptocurrency futures and options will operate continuously on the CME Globex platform, with only a brief two-hour maintenance window each weekend.
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Sizzling January Jobs Report Defies Expectations: Fed Pause Likely to Extend Through H1 2026
February 18, 2026
The U.S. labor market kicked off 2026 with a surprising burst of strength, adding 130,000 nonfarm payrolls in January and handily beating economist projections of 70,000. This "sizzling" report,...
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2 Reasons CME is Risky and 1 Stock to Buy Instead
February 17, 2026
Over the past six months, CME Group has been a great trade, beating the S&P 500 by 6.1%. Its stock price has climbed to $303.07, representing a healthy 12.1% increase. This run-up might have investors...
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