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home
about us
Investment Approach
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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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
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
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Large Block Sale: Investment Manager Sells $14.7 Million Worth of Bond ETF
↗
October 28, 2025
Large Block Sale: Investment Manager Sells $14.7 Million Worth of Bond ETF
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
AdvisorNet Financial Cuts $3.9 Million From Short-Term Treasury ETF — Here's What Long-Term Investors Should Know
↗
October 13, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Vigilare Reduces SHY Holding Amid Rate-Cut Uncertainty
↗
October 03, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
The Market’s Smoke Alarm: What the Yield Curve Is Telling Traders in 2025
↗
September 06, 2025
The Fed controls the short end; markets set the long end. Read the yield curve’s 2025 message and how to translate it into trade decisions.
Via
InvestorPlace
Topics
Bonds
Economy
Politics And Policy Clouds Path Ahead For Fed
↗
February 25, 2025
The central bank’s job is never easier, but in the current climate, it’s unusually tricky.
Via
Talk Markets
Topics
Bonds
Economy
Loonie Going Loco…
↗
December 30, 2024
CAD is being led lower by falling yield spreads.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Bond ETF Investors On Alert During Fed Shake-Up, Rising Yields
↗
August 26, 2025
Markets fear Fed independence threatened by ousting of Lisa Cook and potential for more dovish board members, causing volatility in bond ETFs
Via
Benzinga
Topics
Bonds
ETFs
Economy
Weekly Market Pulse: A Generational Change?
↗
April 28, 2025
Stocks have rebounded over the last three weeks from the initial shock of the “liberation day” tariffs announced.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Fed Expected To Keep Rates Steady Despite Trump’s Calls For Cuts
↗
April 24, 2025
President Trump says he doesn’t plan to fire Federal Reserve Chairman Powell, but the calls for rate cuts continue.
Via
Talk Markets
Topics
Bonds
Economy
Government
Are Investors Selling US Treasuries As Trump Attacks Powell? Here's What Latest ETF Flows Tell You
↗
April 21, 2025
Trump-Powell drama escalates again, shocking the currency markets, where central bank independence is viewed as a cornerstone of stability.
Via
Benzinga
Topics
ETFs
Economy
Government
Next SPX Move Will Surprise You
↗
April 20, 2025
European and international stocks are outperforming as the US trade initiatives seek to rebalance international trade, which will of course be reflected in lesser need for USD (capital account...
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Will Tariff-Related Inflation Derail The Bond Market’s Rally?
↗
April 17, 2025
Rising US bond prices have offset the slide in US equities so far this year, but the outlook for fixed income may be more precarious than the current rear-window perspective suggests.
Via
Talk Markets
Topics
Bonds
ETFs
Economy
Fed Faces Difficult Balancing Act In A Global Trade War
↗
April 09, 2025
The risks shot higher after the US imposed higher tariffs on its major trading partners today, led by 104% import taxes on Chinese goods.
Via
Talk Markets
Topics
Bonds
Economy
World Trade
S&P 500 Slips Through The Cracks, Analyst Spots Short-Lived Bounce Before Gravity Kicks In
↗
April 07, 2025
JPMorgan's Jasn Hunter warns S&P 500's drop below 5500 triggered recession risks.
Via
Benzinga
Topics
Economy
Stocks
Stocks Melt As The Tariff Tantrum Runs Wild
↗
April 05, 2025
The tariffs may still have much longer to play out.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
World Trade
Near Horizon Recession Probability
↗
March 30, 2025
Looking at the determinants makes one understand why the estimated recession likelihood is high. That said, aside from consumption, there’s been little sign of a recession in contemporaneous, hard-data...
Via
Talk Markets
Topics
Bonds
Economy
Technical Market Report For March 22, 2025
↗
March 22, 2025
Many economists consider the un-inverting of the yield curve a bad sign for the economy.
Via
Talk Markets
Topics
Bonds
Economy
Stocks / Equities
A Fed Rate Cut May Be Near, But Not Today
↗
March 19, 2025
The surge in macro uncertainty related to tariffs, including the possibility of a global trade war, has complicated the Fed’s already difficult task of setting interest rates to accommodate an unknown...
Via
Talk Markets
Topics
Bonds
Economy
World Trade
Looking For Safe Havens During A Stock Market Correction
↗
March 14, 2025
The US stock market fell on Thursday, Mar. 13, closing 10.1% below its previous peak, a decline that many analysts define as a “correction,” which is a slide ranging from 10% to 20%.
Via
Talk Markets
Topics
ETFs
Treasury Market Pricing In Higher Odds For Rate Cuts
↗
March 12, 2025
The Federal Reserve may continue to be patient before deciding on the next change in monetary policy, but the Treasury market isn’t waiting and has been rapidly adjusting to changing expectations for...
Via
Talk Markets
Topics
Bonds
Economy
Markets Kick Off The Week Facing A Geopolitical Double Whammy
↗
March 02, 2025
Via
Talk Markets
Real (Inflation-Adjusted) Treasury Yields Remain Elevated
↗
February 21, 2025
At a time of increased uncertainty about inflation, the relatively elevated real yields available in inflation-indexed Treasuries offer a partial antidote of certainty for anxious investors.
Via
Talk Markets
Topics
Bonds
Economy
Weekly Market Pulse: Here We Go Again
↗
February 10, 2025
Stocks rallied during the week as earnings reports were pretty good, with exceptions as always, and the economic news wasn’t bad either.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Stocks / Equities
Risk-On Sentiment Endures, Despite Trade Uncertainty
↗
February 06, 2025
Since returning to the White House last month, President Trump has outlined a wave of policy changes, plans and comments that have roiled markets and shaken expectations about the economic outlook.
Via
Talk Markets
Topics
ETFs
Government
Treasury Yields Edge Lower Despite Threat Of Trade War
↗
February 05, 2025
President Trump’s comments and executive orders have roiled markets and investor expectations, but from the vantage of the Treasury market a relative calm prevails.
Via
Talk Markets
Topics
Bonds
Government
Weekly Market Pulse: Is The Honeymoon Over Already?
↗
January 27, 2025
President Trump’s first week on the job was a good one for markets. The S&P 500 was up 1.75%, with tech stocks taking the lead as the President welcomed a group of leading technology CEOs to D.C. to...
Via
Talk Markets
Topics
Artificial Intelligence
Bonds
Currencies/Forex
Bond Market Awaits News On Inflation, Tariffs And The Deficit
↗
January 23, 2025
Treasury yields have taken a break from the sharp upswing that’s dominated trading in recent months.
Via
Talk Markets
Topics
Bonds
Economy
Inauguration Caution Tempers Risk-On Rebound Amid US Holiday-Thinned Liquidity
↗
January 20, 2025
The spectre of U.S. debt ceiling debates sharpens investor focus, adding another layer of caution to Monday's international market activities while the U.S. markets are closed for the MLk holiday.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Are Treasury Yields Flashing A Warning Sign For Inflation?
↗
January 08, 2025
The risk of reflation has been bubbling for several months and yesterday’s economic news on prices in the services sector fueled new concerns.
Via
Talk Markets
Topics
Bonds
Risk-On Sentiment Prevails For 2025’s Debut, Fueled By U.S. Stocks
↗
January 06, 2025
There are many reasons to question a bullish outlook at the start of the year, but the gravity-defying trend remains intact overall.
Via
Talk Markets
Topics
ETFs
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