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home
about us
Investment Approach
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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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Tumultuous 2024: 3 Gold Stocks to Buy for Safe Haven Seekers
April 02, 2024
Tickers
AEM
BTG
HMY
Tags
Stocks to Buy
HMY
NYSE:HMY,NYSEMKT:BTG,NYSE:AEM
From
InvestorPlace
Check Out What Whales Are Doing With AEM
April 01, 2024
Tickers
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Tags
AEM
Benzinga
BZI/UOA
From
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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
$BTC
Economics
Expert Ideas
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
Benzinga
Sector ETFs
From
Benzinga
Next-Gen Gold Rush: 3 Mining Stocks That Are Pure Gold
March 06, 2024
Tickers
AEM
HMY
KGC
Tags
Stocks to Buy
KGC
AEM
From
InvestorPlace
Gold ETFs Suffer Outflows, Await Clues Concerning US Interest Rates
February 20, 2024
Tickers
AEM
BAR
GDX
GLD
Tags
Benzinga
Federal Reserve
World Gold Council
From
Benzinga
Earnings Scheduled For February 15, 2024
February 15, 2024
Tickers
AEM
AGIO
AL
ALKS
Tags
TXG
KNF
DBX
From
Benzinga
Agnico Eagle Mines Earnings Preview
February 14, 2024
Tickers
AEM
Tags
Earnings
Market News
BZI/EP
From
Benzinga
Canada Nickel Plans A $1 Billion Processing Plant in Ontario
February 09, 2024
Tickers
AEM
CNIKF
FQVLF
NEWS
Tags
Benzinga
mining
AEM
From
Benzinga
Overview Of Value Stocks In The Basic Materials Sector
January 26, 2024
Tickers
AEM
CF
CLW
GGB
Tags
BZI/VS
NUE
CF
From
Benzinga
7 Gold Stocks to Buy for Uncertain Economic Times
January 25, 2024
Tickers
AEM
AGI
AMRK
BHP
Tags
NEM
Stocks to Buy
AGI
From
InvestorPlace
Alamos Gold Acquires Orford Mining, Targets Domestic Growth Prospects
January 18, 2024
Tickers
AEM
AGI
Tags
M&A
Commodities
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
CNC
Market News
From
Benzinga
What the Options Market Tells Us About Agnico Eagle Mines
January 12, 2024
Tickers
AEM
Tags
Markets
Options
BZI/UOA
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
Market News
NEM
FNV
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
AEM
mining
From
Benzinga
Agnico Eagle Mines Unusual Options Activity
December 22, 2023
Tickers
AEM
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Options
Markets
AEM
From
Benzinga
High Return Hunt: 7 Dividend Stocks Offering Undiscovered Value
December 22, 2023
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AKRBF
AMCR
BAC
Tags
Market News
SCCO
AMCR
From
InvestorPlace
The 7 Most Undervalued Sleeper Stocks to Buy in December
December 15, 2023
Tickers
AEM
AGRO
AMCR
DOX
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Market News
AMCR
AEM
From
InvestorPlace
Safe Haven Assets: 7 Gold Stocks to Buy Amid Global Uncertainty
December 11, 2023
Tickers
AEM
BTG
FNV
GOLD
Tags
Stocks to Buy
GOLD
NEM
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
GDX
Federal Reserve
NG
From
Benzinga
Behind the Scenes of Agnico Eagle Mines's Latest Options Trends
November 29, 2023
Tickers
AEM
Tags
Benzinga
AEM
Market News
From
Benzinga
3 Promising Precious Metal Stocks Set to Shine Bright in 2024
November 22, 2023
Tickers
AEM
GLTR
NEM
Tags
Stocks to Buy
NEM
NYSE:NEM,NYSE:AEM,NYSEARCA:GLTR
From
InvestorPlace
7 Stocks to Buy if You Anticipate a Hot November
November 06, 2023
Tickers
AEM
ASPN
CTVA
GERN
Tags
PRTS
Market News
GERN
From
InvestorPlace
Preview: Agnico Eagle Mines's Earnings
October 24, 2023
Tickers
AEM
Tags
Earnings
Market News
Benzinga
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
AEM
OR
General
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
Stocks to Buy
NYSE:PM,NASDAQ:META,NYSE:AEM,NYSE:SEAS,NYSE:LVS,NASDAQ:NVDA,NASDAQ:SEDG
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
Benzinga
GOLD
SHEL
From
Benzinga
The 3 Best Materials Stocks to Buy Now: September 2023
September 07, 2023
Tickers
AEM
ATI
CX
Tags
AEM
CX
Market News
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
Penny Stocks
IAG
Commodities
From
Benzinga
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