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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
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
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TAF sm Program
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Quarterly Performance Reports
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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
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Event Schedule
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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
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Vanguard Real Estate ETF
(NY:
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Updated: 8:00 PM EST, Jan 2, 2026
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Vanguard vs. iShares: Is VNQ or ICF the Better U.S. REIT ETF to Buy?
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January 02, 2026
Expense ratio, yield, and portfolio breadth set these two real estate ETFs apart for investors weighing cost and diversification.
Via
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January 02, 2026
Some of these REITs sport dividend yields that top 6%.
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Some of my favorite stocks have become much cheaper recently, but ETFs remain a big focus of my investment strategy.
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Federal Reserve's Dovish Pivot Fuels Market Gains Amidst Economic Crosscurrents
December 10, 2025
Washington D.C. – December 10, 2025 – The Federal Reserve delivered its third consecutive interest rate cut today, bringing the federal funds rate target range to 3.50%-3.75%. This decisive move, the...
Via
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S&P 500 Treads Water as Investors Brace for Pivotal Federal Reserve Decision
December 08, 2025
New York, NY – December 8, 2025 – The S&P 500 has been navigating a period of pronounced investor caution, exhibiting narrow trading ranges and minor declines as the financial world holds its breath...
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My 2 Favorite Conservative Dividend Stocks to Buy Right Now
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These two Dividend Kings should be at the top of your list if you are looking to generate a reliable income stream to pay your bills.
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3 REIT ETFs That Are Red Hot Right Now
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November 30, 2025
These funds offer consistent income and better-than-average returns.
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3 REIT ETFs That Could Be Red Hot in 2026
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November 24, 2025
VNQ, SCHH, and XLRE should attract more income investors next year.
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Economic Fog: Government Shutdown Threatens October CPI Release, Leaving Markets in the Dark
November 12, 2025
The financial world found itself grappling with unprecedented uncertainty as a looming government shutdown in October cast a long shadow over the release of critical economic indicators, most notably...
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Political Storm Brews Around Fed Governor Lisa Cook, Threatening Central Bank Independence
November 12, 2025
The venerable independence of the Federal Reserve, a cornerstone of U.S. economic stability, is currently facing an unprecedented challenge, ignited by intense political pressure on Governor Lisa Cook....
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Fraud
5 High-Yield Dividend ETFs to Buy to Generate Passive Income -- and 5 Other Compelling Dividend ETFs, Too
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Look no further. These 10 ETFs will give you all the investment income you'll ever need.
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The Smartest Dividend Stocks for Conservative Portfolios (and Why They Beat Bonds)
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Federal Reserve Delivers Second 'Insurance' Cut of 2025, Shaking Up Consumer Finances Amidst Economic Headwinds
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The Federal Reserve, in a closely watched move on October 29, 2025, lowered its benchmark federal funds rate by 25 basis points, bringing the new target range to 3.75% to 4%. This marks the second such...
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These ETFs make it easy to generate passive income.
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3 Vanguard ETFs That Can Provide a Lifetime of Passive Income
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October 20, 2025
These ETFs make it easy to collect lasting passive income.
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October 20, 2025
Right now could be a great opportunity to add these types of stocks to your portfolio.
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Federal Reserve Signals Aggressive Rate Cuts Amidst "Significant Disinflation" in Housing
October 16, 2025
October 16, 2025 – In a hypothetical but impactful statement delivered today, Federal Reserve Governor Stephen Miran signaled the central bank's readiness for aggressive interest rate cuts, citing...
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Federal Reserve Signals Further Easing: Market Cheers Rate Cuts Amidst Lingering Economic Jitters
October 08, 2025
Washington D.C. – October 8, 2025 – The Federal Reserve has decisively pivoted towards a more accommodative monetary policy, implementing its first interest rate cut of 2025 in September and setting...
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1 High-Yield Vanguard Dividend Fund to Buy Hand Over Fist
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September 26, 2025
This could be a big winner of Federal Reserve rate cuts.
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3 Top REITs to Buy as Interest Rates Fall
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September 24, 2025
Here are three real estate investment trusts (REITs) to consider amid falling interest rates.
Via
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Topics
Bonds
ETFs
Navigating the Future: A Look at Mortgage Rates and Home Sales in 2025-2026
September 22, 2025
The American housing market stands at a pivotal juncture, with economists and real estate experts forecasting a gradual recalibration in mortgage rates and a cautious, yet discernable, resurgence in...
Via
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5 Best Vanguard ETFs to Buy Now
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September 17, 2025
With expense ratios of 0.03% to 0.13%, these exchange-traded funds offer diverse market exposure with less fee-driven drag on your returns.
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Michael Saylor Mocks S&P 500 Returns After MicroStrategy Snub
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September 11, 2025
Via
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As the Fed Pivots, These 3 ETFs Are Positioned to Outperform
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September 11, 2025
With the Fed pivoting from inflation fighter to growth supporter, these three ETFs offer the best leverage to falling rates.
Via
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‘Pharma Bro’ Martin Shkreli Bets Against Opendoor — But Retail Traders Call It An ‘Obvious Long’ Backed By Eric Jackson
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September 09, 2025
About 63% of respondents to a Stocktwits poll said they are still long the stock, which has climbed nearly 1,000% since July.
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The Smartest Vanguard ETF to Buy With $1,000 Right Now
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September 04, 2025
This investment could be poised for substantial growth.
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Mortgage Fraud Is Now A Trump-Era Flashpoint—Here's Everything You Need To Know
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August 29, 2025
Given the recent high-profile cases, Benzinga decided to take a closer look at what mortgage fraud is and how it can be committed.
Via
Benzinga
Topics
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