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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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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...
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November 20, 2025
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Tech Edges Up Ahead Of Nvidia's Earnings, Bitcoin Sinks Below $90,000: What's Moving Markets Wednesday?
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November 19, 2025
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November 18, 2025
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Alphabet Rallies To Record Highs, Bitcoin Falters At $94,000: What's Moving Markets Monday?
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November 17, 2025
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November 14, 2025
Investors stepped back into beaten-down tech names Friday, with the Nasdaq 100 rising 0.6% by midday in New York, staging a modest rebound after Thursday's sharp selloff.
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Leading And Lagging Sectors For November 14, 2025
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November 14, 2025
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Wall Street Falls On US Government Reopening Day, Bitcoin Slides To $100,000: What's Moving Markets Thursday?
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November 13, 2025
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The Shutdown Ended, But The Fed's Data Fog Didn't: Three Trades for December
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November 13, 2025
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Dow Jones Hits Record Highs, AMD Jumps: What's Moving Markets Wednesday?
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November 12, 2025
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Wall Street Pauses, Silver Reclaims $50 With Shutdown End In Sight: What's Moving Markets Tuesday?
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November 11, 2025
U.S. equities took a breather on Tuesday, stabilizing after Monday's sharp rally as investors awaited a House vote on the temporary spending bill expected to end the record-long government shutdown...
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Leading And Lagging Sectors For November 11, 2025
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November 11, 2025
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Tech Rallies, Palantir Jumps 6% As Shutdown End Looms: What's Moving Markets Monday?
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November 10, 2025
Wall Street rebounded on Monday, recovering part of last week's steep losses as investors grew more confident about risk assets amid encouraging signs from Washington that the record-long government...
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November 10, 2025
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AI Stocks Extend Selloff, Nasdaq 100 Eyes Worst Week Since April: What's Moving Markets Friday?
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November 07, 2025
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November 05, 2025
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Leading And Lagging Sectors For November 4, 2025
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November 04, 2025
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Leading And Lagging Sectors For October 30, 2025
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October 30, 2025
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AI Stocks Slide Again, Bitcoin Dips Near $100,000: What's Moving Markets Thursday?
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November 06, 2025
After a brief and cautious rebound on Wednesday, risk-off sentiment returned sharply on Thursday, with AI-linked stocks leading a broad selloff across Wall Street and renewed pressure hitting crypto...
Via
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Topics
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Stocks Rebound, Eli Lilly Jumps To 14-Month Highs: What's Moving Markets Wednesday?
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November 05, 2025
Wall Street bounced back Wednesday after Tuesday's sharp selloff in AI-driven stocks, as investors bought the dip amid solid corporate earnings and growing signs that the Federal Reserve may be nearing...
Via
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Palantir Weighs On Wall Street, Bitcoin Slumps 5%: What's Moving Markets Tuesday?
↗
November 04, 2025
Risk appetite cooled on Tuesday as investors interpreted the latest batch of corporate earnings as solid but not spectacular, offering a convenient excuse to take profits after strong year-to-date...
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Stocks Slide As Powell Cools Rate-Cut Hopes: These 15 Stocks Are Feeling The Pinch
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October 29, 2025
Stocks fell as Fed Chair Powell warned a December rate cut is uncertain, citing data gaps and policy division.
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Nvidia, Amazon Extend Rally, Bitcoin Sinks To $107,000: What's Moving Markets Monday?
↗
November 03, 2025
Wall Street opened the week on a mixed note on Monday.
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Leading And Lagging Sectors For October 28, 2025
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October 28, 2025
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Nasdaq 100 Rebounds, Amazon Jumps 10% On Strong Earnings: What's Moving Markets Friday?
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October 31, 2025
Tech stocks edged higher Friday, rebounding from Thursday's 1.5% drop in the Nasdaq 100 as upbeat earnings from mega-cap giants kept the rally momentum alive.
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Meta Tumbles 10%, Google Marks Historic Rally: What's Moving Markets Thursday?
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October 30, 2025
Wall Street saw a cautious tone on Thursday as major tech-heavy indexes edged lower, weighed down by mixed earnings from the mega-caps and the lingering impact of hawkish remarks from Fed Chair Jerome...
Via
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S&P 500 Tops 6,900 Ahead Fed Rate Move, Gold Reclaims $4,000: What's Moving Markets Wednesday?
↗
October 29, 2025
A powerful surge in AI-related stocks — led by a 9% advance in NVIDIA Corp. (NASDAQ:NVDA) over the past two sessions — propelled the S&P 500 above the 6,900 mark and lifted the Nasdaq 100 to 26,100...
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Nasdaq 100 Hits 26,000, Gold Falls Below $4,000: What's Moving Markets Tuesday?
↗
October 28, 2025
Tech stocks hit new highs as the Nasdaq 100 rallies 0.7% midday. Investors eye a Fed rate cut, Trump-Xi meeting, and major tech earnings.
Via
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Economy
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