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home
about us
Investment Approach
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Form CRS
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
FIP
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
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Manning Ventures Updates Phase One Exploration at the Copper Hill Project, Nevada, USA
April 02, 2024
Tickers
MANN
Tags
#Mining
PINX:MANVF
XCNQ:MANN
From
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April 02, 2024
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From
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Jervois completes maiden JORC Resource for Sunshine at ICO, USA
April 01, 2024
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April 01, 2024
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March 28, 2024
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March 27, 2024
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Fury Gold Mines Limited
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From
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March 26, 2024
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ELEM
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From
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March 25, 2024
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From
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March 25, 2024
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Carbon RX Hits Key Milestone with First Sale of Regenerative Agriculture Carbon Credits
March 20, 2024
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(VIDEO ENHANCED) First Tellurium Presents Video Update on Development of Lithium-Tellurium Battery
March 19, 2024
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First Tellurium Corp/
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From
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Canadian politician urged to confront growing threat of Eco-terrorism
March 19, 2024
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Troy Media
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Element79 Gold Corp Announces Update to Binding Option Agreement for Maverick Springs Silver Project
March 18, 2024
Tickers
ELEM
ELMGF
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XOTC:ELMGF
XCNQ:ELEM
XFRA:7YS
From
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Legible Launches in Millions of cars with Google built-in
March 15, 2024
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Strategic Alliance for Methane Reduction: EmissionTech RX, PureJet, and Carbon RX Sign MOU
March 15, 2024
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Element79 Gold Corp Announces Completion of Debt Settlement and Closing of First Tranche of Private Placement
March 14, 2024
Tickers
ELEM
ELMGF
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XOTC:ELMGF
XFRA:7YS
XCNQ:ELEM
From
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(VIDEO ENHANCED) First Tellurium's New Thermoelectric Device Demonstrated at Recent Presentation
March 13, 2024
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XFRA:G1J
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Element79 Gold: Ongoing Commitment to Community Empowerment
March 04, 2024
Tickers
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ELMGF
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From
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American Salars Signs Option to Acquire a 100% Interest in the Candela II Lithium Brine Project with NI 43-101 Inferred Resource of 457,000 Tonnes of Lithium Carbonate Equivalent
March 03, 2024
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XFRA:Z3P
American Salars Lithium Inc
#Mining
From
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Element79 Gold Corp Announces Revocation of Management Cease Trade Order
March 01, 2024
Tickers
ELEM
ELMGF
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Element79 Gold Corp/
#Mining
XCNQ:ELEM
From
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Legible Partners with Dreamscape Media to Expand Audiobook Offering
February 27, 2024
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READ
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From
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Study Reveals Alberta's Economic Challenges Under Trudeau Liberal Government
February 20, 2024
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Troy Media
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February 20, 2024
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Troy Media
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From
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Tisdale Clean Energy Mobilizes Crew and Equipment for Phase One Drill Program at South Falcon East Uranium Project, Athabasca Basin, Saskatchewan
February 20, 2024
Tickers
TCEC
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XCNQ:TCEC
XFRA:T1KC
PINX:SNRAF
From
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Legible Partners with Visteon to Expand Global Infotainment Reach
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Legible Launches Cristina Ferrare's First "Living Cookbook" with Embedded AI Sous Chef
February 14, 2024
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LEBGF
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Carbon RX Signs Significant Carbon Project with Misipawistik Cree First Nation in Manitoba, Canada
February 14, 2024
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#Technology
#Blockchain
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Element79 Gold Reports Additional High-Grade Results from Pillune, Sando Alcalde regions of Lucero Project
February 13, 2024
Tickers
ELEM
ELMGF
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XOTC:ELMGF
XCNQ:ELEM
#Mining
From
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West Red Lake Gold (WRLG.V) Focused on Further Definition of Near-Term Mining Inventory
February 09, 2024
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WRLG
WRLGF
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XOTC:WRLGF
#Mining
XTSX:WRLG/V
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Major Independent German Commodity Trading Company Invests in Belmont Resources
February 08, 2024
Tickers
BEA
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#Mining
XTSX:BEA
Belmont Resources Inc/
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