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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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
Featured Quarterly Newsletter
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World's Biggest Gold Miner Newmont Weighs Thousands Of Job Cuts As Cost Pressures Mount
August 27, 2025
Tickers
AEM
NEM
NEWS
Tags
Benzinga
Movers
AEM
From
Benzinga
Newmont Shares Rally 85% YTD: How Should You Play The Stock?
August 20, 2025
Tickers
AEM
CENX
GDX
GDXJ
Tags
Stocks / Equities
NEM
LYB
From
TalkMarkets
What Does the Market Think About Agnico Eagle Mines?
August 18, 2025
Tickers
AEM
Tags
Market News
Short Ideas
BZI/SHORTHIST
From
Benzinga
Buy The Gold Mining Stocks Right Now
August 16, 2025
Tickers
AEM
GDX
HMY
NEM
Tags
AEM
ETFs
HMY
From
TalkMarkets
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
August 10, 2025
Tickers
AEM
CCK
EME
UNM
Tags
UNM
Stocks To Watch
Benzinga
From
Benzinga
If You Invested $1000 In This Stock 20 Years Ago, You Would Have This Much Today
August 06, 2025
Tickers
AEM
NEWS
Tags
Market News
News
BZI/POD
From
Benzinga
First Major Red Flag Since April - Bigger Drop Coming?
August 06, 2025
Tickers
AEM
FOR
OCUL
SPX
Tags
FOR
SPX
Market News
From
TalkMarkets
Turbulence In The Metals Triumvirate
August 03, 2025
Tickers
AEM
COPX
FNV
GDX
Tags
GDX
GLD
Basic Materials / Commodities
From
TalkMarkets
Dominion Energy, Shake Shack, Ethan Allen Interiors And A Basic Materials Stock On CNBC's 'Final Trades'
August 01, 2025
Tickers
AEM
D
ETD
NEWS
Tags
Trading Ideas
Jenny Van Leeuwen Harrington
Markets
From
Benzinga
Earnings Scheduled For July 30, 2025
July 30, 2025
Tickers
ACR
ACT
ADP
AEM
Tags
MTG
SITE
EPR
From
Benzinga
Earnings Preview: Agnico Eagle Mines
July 29, 2025
Tickers
AEM
Tags
AEM
BZI/EP
Benzinga
From
Benzinga
Gold Revaluation: Nuclear Option America Might Pull Again
July 28, 2025
Tickers
AEM
EDVMF
GOLD
NEWS
Tags
EDVMF
us debt
Markets
From
Benzinga
If You Invested $1000 In This Stock 20 Years Ago, You Would Have This Much Today
July 28, 2025
Tickers
AEM
NEWS
Tags
Benzinga
AEM
Market News
From
Benzinga
Gold Surges Above $3,400 As Rate Cut Bets And Tariff Fears Stoke Demand
July 22, 2025
Tickers
AEM
BAR
GLD
GLDM
Tags
Commodities
Global
Guidance
From
Benzinga
'You Can Speculate With It': Jim Cramer On This Financial Stock
July 17, 2025
Tickers
AEM
CLSK
NEWS
NGD
Tags
Markets
mad money Lightning Round
Trading Ideas
From
Benzinga
Agnico Eagle Mines: An "Outlier" Stock With Powerful Money Flows And Momentum
July 13, 2025
Tickers
AEM
NVDA
SMCI
Tags
NVDA
Market News
Stocks / Equities
From
TalkMarkets
If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today
July 10, 2025
Tickers
AEM
NEWS
Tags
Benzinga
AEM
Market News
From
Benzinga
2 Gold Stocks That Are Worth Buying In 2025
July 01, 2025
Tickers
AEM
NEM
Tags
Basic Materials / Commodities
AEM
NEM
From
TalkMarkets
What the Options Market Tells Us About Agnico Eagle Mines
June 23, 2025
Tickers
AEM
Tags
Markets
Options
Benzinga
From
Benzinga
$1000 Invested In Agnico Eagle Mines 20 Years Ago Would Be Worth This Much Today
June 18, 2025
Tickers
AEM
NEWS
Tags
Benzinga
AEM
Market News
From
Benzinga
These 3 Gold Stocks Have Rocketed 50%, Thanks To A Floundering Dollar
June 17, 2025
Tickers
AEM
GOLD
NEM
USDOLLAR
Tags
Gold
AEM
Top Stories
From
Benzinga
Focusing On The Most Obvious Sectors
June 15, 2025
Tickers
AEM
AZN
CVX
IBIT
Tags
AEM
Market News
CVX
From
TalkMarkets
$100 Invested In Agnico Eagle Mines 10 Years Ago Would Be Worth This Much Today
June 03, 2025
Tickers
AEM
NEWS
Tags
Trading Ideas
News
BZI/POD
From
Benzinga
Gold Doesn’t Fall So Much As Stall
June 01, 2025
Tickers
AEM
FNV
GDX
GLD
Tags
AEM
PAAS
FNV
From
TalkMarkets
GameStop, IonQ, And CoreWeave Are Among Top 11 Large-Cap Gainers Last Week (May 19-May 23): Are The Others In Your Portfolio?
May 25, 2025
Tickers
AEM
AS
CCJ
CRWV
Tags
AEM
NPSCY
Large Cap
From
Benzinga
$100 Invested In Agnico Eagle Mines 20 Years Ago Would Be Worth This Much Today
May 20, 2025
Tickers
AEM
NEWS
Tags
AEM
Benzinga
News
From
Benzinga
Gold Mining Stocks Were Among Top 10 Large-Cap Losers Last Week (May 12-May 16): Are These In Your Portfolio?
May 18, 2025
Tickers
AEM
AGI
AU
B
Tags
RGLD
KGC
Movers
From
Benzinga
Gold Miners Slammed By US-China Trade Truce: Is It Time To Take Profit?
May 14, 2025
Tickers
AEM
ECON
GDX
GOLD
Tags
AEM
miners
ETFs
From
Benzinga
3 Highly Ranked Gold Stocks To Buy On The Dip: AEM, EQX, HMY
May 13, 2025
Tickers
AEM
EQX
HMY
Tags
Stocks / Equities
Basic Materials / Commodities
HMY
From
TalkMarkets
Is Gold's Great Run Finally Done (For Now)?
May 04, 2025
Tickers
AEM
FNV
GDX
GLD
Tags
SIL
Stocks / Equities
NEM
From
TalkMarkets
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