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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Tumultuous 2024: 3 Gold Stocks to Buy for Safe Haven Seekers
April 02, 2024
Tickers
AEM
BTG
HMY
Tags
AEM
NYSE:HMY,NYSEMKT:BTG,NYSE:AEM
Stocks to Buy
From
InvestorPlace
Check Out What Whales Are Doing With AEM
April 01, 2024
Tickers
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Tags
AEM
Options
Market News
From
Benzinga
Stocks Pause As Traders Reassess Interest Rate Path, Gold Makes New Highs, Bitcoin Rebounds: What's Driving Markets Thursday?
March 28, 2024
Tickers
AEM
AMZN
BITCOMP
CATX
Tags
Broad U/S/ Equity ETFs
Commodities
Top Stories
From
Benzinga
Gold Miners Consolidate Recent Surge As Spot Gold Takes A Breather: A Technical Analysis Of Major ETF
March 12, 2024
Tickers
AEM
FNV
GOLD
NEM
Tags
Short Ideas
FNV
NEM
From
Benzinga
Next-Gen Gold Rush: 3 Mining Stocks That Are Pure Gold
March 06, 2024
Tickers
AEM
HMY
KGC
Tags
AEM
Stocks to Buy
Market News
From
InvestorPlace
Gold ETFs Suffer Outflows, Await Clues Concerning US Interest Rates
February 20, 2024
Tickers
AEM
BAR
GDX
GLD
Tags
AEM
Global
Commodities
From
Benzinga
Earnings Scheduled For February 15, 2024
February 15, 2024
Tickers
AEM
AGIO
AL
ALKS
Tags
CPS
LH
CMBM
From
Benzinga
Agnico Eagle Mines Earnings Preview
February 14, 2024
Tickers
AEM
Tags
Market News
Benzinga
AEM
From
Benzinga
Canada Nickel Plans A $1 Billion Processing Plant in Ontario
February 09, 2024
Tickers
AEM
CNIKF
FQVLF
NEWS
Tags
Financing
mining
AEM
From
Benzinga
Overview Of Value Stocks In The Basic Materials Sector
January 26, 2024
Tickers
AEM
CF
CLW
GGB
Tags
Benzinga
BZI/VS
NUE
From
Benzinga
7 Gold Stocks to Buy for Uncertain Economic Times
January 25, 2024
Tickers
AEM
AGI
AMRK
BHP
Tags
WPM
NYSE:BHP,NYSE:NEM,NYSE:WPM,NYSE:FNV,NYSE:AEM,NYSE:AGI,NASDAQ:AMRK
AGI
From
InvestorPlace
Alamos Gold Acquires Orford Mining, Targets Domestic Growth Prospects
January 18, 2024
Tickers
AEM
AGI
Tags
AGI
Benzinga
Stories That Matter
From
Benzinga
Samsung SDI Invests in Canada Nickel, Ignoring Short-Term Market Oversupply
January 16, 2024
Tickers
AAL
AEM
CNC
CNC
Tags
Commodities
TSXV:CNC
News
From
Benzinga
What the Options Market Tells Us About Agnico Eagle Mines
January 12, 2024
Tickers
AEM
Tags
Options
Market News
AEM
From
Benzinga
3 Gold Stocks to Buy in 2024 After Gold Hit an All-Time High in 2023
January 10, 2024
Tickers
AEM
FNV
NEM
Tags
NEM
FNV
Market News
From
Motley Fool
Agnico Eagle Mines Invests $17M In Canada Nickel Company After Grim Year For Metal
January 03, 2024
Tickers
AAL
AEM
CNC
CNC
Tags
Market News
CNC
AEM
From
Benzinga
Agnico Eagle Mines Unusual Options Activity
December 22, 2023
Tickers
AEM
Tags
AEM
Market News
Options
From
Benzinga
High Return Hunt: 7 Dividend Stocks Offering Undiscovered Value
December 22, 2023
Tickers
AEM
AKRBF
AMCR
BAC
Tags
NASDAQ:DOX,NYSE:AEM,NYSE:BAC,NYSE:T,NYSE:FLNG,OTCMKTS:AKRBF,NYSE:AMCR,NYSE:SCCO
AKRBF
T
From
InvestorPlace
The 7 Most Undervalued Sleeper Stocks to Buy in December
December 15, 2023
Tickers
AEM
AGRO
AMCR
DOX
Tags
AMCR
DRS
GM
From
InvestorPlace
Safe Haven Assets: 7 Gold Stocks to Buy Amid Global Uncertainty
December 11, 2023
Tickers
AEM
BTG
FNV
GOLD
Tags
NYSE:NEM,NYSE:GOLD,NYSE:FNV,NYSE:WPM,NYSEAMERICAN:BTG,NYSE:AEM,OTCMKTS:VITFF
Stocks to Buy
VITFF
From
InvestorPlace
Peter Schiff Says Gold Stocks Show 'Extreme Bearishness' Despite Yellow Metal's Record Run: Can These Stocks Climb A 'Wall Of Worry?'
December 02, 2023
Tickers
AEM
BTG
FNV
GDX
Tags
Market News
intetest rate
GDX
From
Benzinga
Behind the Scenes of Agnico Eagle Mines's Latest Options Trends
November 29, 2023
Tickers
AEM
Tags
AEM
Options
Market News
From
Benzinga
3 Promising Precious Metal Stocks Set to Shine Bright in 2024
November 22, 2023
Tickers
AEM
GLTR
NEM
Tags
NEM
NYSE:NEM,NYSE:AEM,NYSEARCA:GLTR
Stocks to Buy
From
InvestorPlace
7 Stocks to Buy if You Anticipate a Hot November
November 06, 2023
Tickers
AEM
ASPN
CTVA
GERN
Tags
CTVA
MBLY
NYSE:AEM,NYSE:CTVA,NASDAQ:MBLY,NASDAQ:QTRX,NASDAQ:PRTS,NYSE:ASPN,NASDAQ:GERN
From
InvestorPlace
Preview: Agnico Eagle Mines's Earnings
October 24, 2023
Tickers
AEM
Tags
BZI/EP
AEM
Market News
From
Benzinga
'Racketeers Built The Unions': Peter Schiff Slams Biden's Claim That Unions Built The Middle Class, Warns Of A Financial Crisis 'Much Worse' Than 2008
September 29, 2023
Tickers
AEM
GOLD
OR
Tags
General
AEM
UAW
From
Benzinga
The Ultimate Stocks to Buy: 7 Top-Rated, Options-Backed and Wall Street-Approved Picks
September 18, 2023
Tickers
AEM
LVS
META
NVDA
Tags
LVS
NYSE:PM,NASDAQ:META,NYSE:AEM,NYSE:SEAS,NYSE:LVS,NASDAQ:NVDA,NASDAQ:SEDG
PM
From
InvestorPlace
'Bidenomics And Fed Rate Hikes Have Both Failed': Peter Schiff Warns That Markets Are 'Completely Wrong' And Inflation Will Get Worse. Here's What He Likes For Protection
September 08, 2023
Tickers
AEM
BP
EQNR
GOLD
Tags
GOLD
General
AEM
From
Benzinga
The 3 Best Materials Stocks to Buy Now: September 2023
September 07, 2023
Tickers
AEM
ATI
CX
Tags
ATI
CX
NYSE:AEM,NYSE:CX,NYSE:ATI
From
InvestorPlace
With A New World-Class Mining Camp, Has Northern Superior Just Made Itself Very Valuable To IAMGOLD?
August 08, 2023
Tickers
AEM
IAG
NSUPF
Tags
AEM
Penny Stocks
Market News
From
Benzinga
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