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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
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Sample Portfolio
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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CleanGo Innovations' Subsidiary Kubera Black Technologies Announces Development of Multi-Channel Sales Platform
June 11, 2025
Tickers
CGII
Tags
PINX:CLGO/F
#Mining
en/US
From
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Falcon Announces Results of Annual General Meeting
June 10, 2025
Tickers
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From
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Panther Minerals Closes Debt Settlement
June 06, 2025
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June 05, 2025
Tickers
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Tickers
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XTSX:WRLG
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June 05, 2025
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XFRA:8VC
XTSX:GPS
#Mining
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June 04, 2025
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June 03, 2025
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CCWOF
COS
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Nord Precious Metals
#Mining
en/US
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June 03, 2025
Tickers
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Credissential Inc/
#Finance
From
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May 30, 2025
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GLIOF
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From
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May 30, 2025
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Golden Ridge Resources Ltd/
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May 29, 2025
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XCNQ:PNGC
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Vitalist Inc. and Authentic Unveil Multi-Market Smartwatch Licensing Agreement for Reebok
May 29, 2025
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Vitalist Inc/
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May 29, 2025
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PREM
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XTSX:PREM
PINX:PRMLF
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May 29, 2025
Tickers
CCWOF
COS
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Nord Precious Metals
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XOTC:CCWOF
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May 29, 2025
Tickers
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Tenth Avenue Petroleum Corp/
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May 28, 2025
Tickers
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XOTC:WRLGF
XTSX:WRLG/V
West Red Lake Gold Mines Ltd/
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May 28, 2025
Tickers
CCWOF
COS
NTH
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Nord Precious Metals
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From
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May 28, 2025
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Contextere Blue Collar AI
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en/US
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(VIDEO ENRICHIE) Ni-Co Energie inc. prete a mobiliser son programme d'exploration de mineraux critiques a seulement 90 km de Montreal
May 28, 2025
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Ni/Co Energy Inc/
#AlternativeEnergy
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(VIDEO ENHANCED) Ni-Co Energy Set to Mobilize Critical Minerals Exploration just 90 km from Montreal
May 28, 2025
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Ni/Co Energy Inc/
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Alterego Ventures 24 Corp. Provides Updates on Management Changes and Appointment of New Interim Chief Financial Officer
May 26, 2025
Tickers
ALTR-P
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Alterego Ventures 24 Corp/
#IPO
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Nordique Enters Into Letter of Intent With Gemdale Gold for the Option to Acquire up to an Undivided 100% Interest in the Isoneva Property, Finland
May 22, 2025
Tickers
NORD
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Nordique Resources Inc/
en/US
XCNQ:NORD
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Coniagas Begins Field Work on Graal's Southern Claims
May 22, 2025
Tickers
COS
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XTSX:COS
Coniagas Battery Metals Inc/
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Element79 Gold Corp. Comments on Peruvian Government Reform Centralizing Oversight of Small-Scale Mining Under Ministry of Energy and Mines
May 22, 2025
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ELEM
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Falcon Announces Strategic Partnership with Fluoralpha to Advance Anode Plant Development in Morocco
May 20, 2025
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FLCN
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XTSX:FLCN
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Giant Mining Advances Majuba Hill with Completion of 5,484.5 Ft Spring 2025 Drill Program
May 19, 2025
Tickers
BFG-WT-A
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PINX:BFGFF
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Giant Mining Corp/
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Falcon Addresses License Revocation in Guinea
May 16, 2025
Tickers
FLCN
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Falcon Energy Materials plc
en/US
#Mining
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Dolly Varden Silver Pays $1.1 Million for New Project with Historical Resource Estimate
May 15, 2025
Tickers
DOLLF
DV
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#Mining
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PINX:DOLLF
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West Red Lake Gold VP of Exploration Will Robinson Explains the High-Grade Pockets of Gold in South Austin
May 15, 2025
Tickers
WRLG
WRLGF
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XTSX:WRLG
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