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home
about us
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Firm ADV PDFs
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Stocks Reclaim Record Highs As Jobs Data Fuels Growth Optimism; Gold, Bonds Tumble As Yields Rise: What's Driving Markets Friday?
June 07, 2024
Tickers
AEM
AMC
BRZE
DIA
Tags
Stories That Matter
Sector ETFs
Econ #s
From
Benzinga
A Closer Look at Agnico Eagle Mines's Options Market Dynamics
May 20, 2024
Tickers
AEM
Tags
Markets
Market News
Benzinga
From
Benzinga
Jim Cramer Calls Nutanix 'The Perfect Enterprise Software Company For The Moment'
May 07, 2024
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AEM
ALT
CVI
NEWS
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Jim Cramer
PWR
mad money Lightning Round
From
Benzinga
AEM Stock Earnings: Agnico Eagle Mines Beats EPS, Beats Revenue for Q1 2024
April 25, 2024
Tickers
AEM
Tags
Earnings Reports
NYSE:AEM
Market News
From
InvestorPlace
Gold Glitters On Stagflation Tailwinds: Newmont Soars 13% In Biggest Gain Post-Covid, Leads Mining Sector Surge
April 25, 2024
Tickers
AEM
AU
BVN
CDE
Tags
Econ #s
DRD
Sector ETFs
From
Benzinga
Is Gold the New Bitcoin? 3 Stocks to Ride This Potential Boom
April 24, 2024
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AEM
BITCOMP
GOLD
NEM
Tags
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bitcoin
AEM
From
InvestorPlace
Mega-Cap Marvels: 3 Powerhouse Picks from IBD’s Prestigious Big Cap 20
April 23, 2024
Tickers
AEM
MLM
VRT
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AEM
MLM
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From
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Canada Nickel Ramps Up Ontario's Crawford Project: 'We Are Confidently Moving Into This Next Phase'
April 12, 2024
Tickers
AEM
CNIKF
NEWS
Tags
Stories That Matter
Commodities
CNIKF
From
Benzinga
Agnico Eagle Mines (AEM) Stock Is a Best-in-Class Bet on Gold Mining
April 04, 2024
Tickers
AEM
Tags
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AEM
Market News
From
InvestorPlace
Tumultuous 2024: 3 Gold Stocks to Buy for Safe Haven Seekers
April 02, 2024
Tickers
AEM
BTG
HMY
Tags
Stocks to Buy
NYSE:HMY,NYSEMKT:BTG,NYSE:AEM
AEM
From
InvestorPlace
Check Out What Whales Are Doing With AEM
April 01, 2024
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AEM
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BZI/UOA
Markets
Options
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Benzinga
Stocks Pause As Traders Reassess Interest Rate Path, Gold Makes New Highs, Bitcoin Rebounds: What's Driving Markets Thursday?
March 28, 2024
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AEM
AMZN
BITCOMP
CATX
Tags
Intraday Update
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Gold Miners Consolidate Recent Surge As Spot Gold Takes A Breather: A Technical Analysis Of Major ETF
March 12, 2024
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AEM
FNV
GOLD
NEM
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NUGT
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Benzinga
Next-Gen Gold Rush: 3 Mining Stocks That Are Pure Gold
March 06, 2024
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AEM
HMY
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Gold ETFs Suffer Outflows, Await Clues Concerning US Interest Rates
February 20, 2024
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AEM
BAR
GDX
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IAU
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Benzinga
Earnings Scheduled For February 15, 2024
February 15, 2024
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AEM
AGIO
AL
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SKT
IREN
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Benzinga
Agnico Eagle Mines Earnings Preview
February 14, 2024
Tickers
AEM
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AEM
Earnings
Benzinga
From
Benzinga
Canada Nickel Plans A $1 Billion Processing Plant in Ontario
February 09, 2024
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AEM
CNIKF
FQVLF
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SSDIY
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From
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Overview Of Value Stocks In The Basic Materials Sector
January 26, 2024
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AEM
CF
CLW
GGB
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AEM
NUE
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7 Gold Stocks to Buy for Uncertain Economic Times
January 25, 2024
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AEM
AGI
AMRK
BHP
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FNV
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Alamos Gold Acquires Orford Mining, Targets Domestic Growth Prospects
January 18, 2024
Tickers
AEM
AGI
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AEM
AGI
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Benzinga
Samsung SDI Invests in Canada Nickel, Ignoring Short-Term Market Oversupply
January 16, 2024
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AAL
AEM
CNC
CNC
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News
AAL
mining
From
Benzinga
What the Options Market Tells Us About Agnico Eagle Mines
January 12, 2024
Tickers
AEM
Tags
Markets
Benzinga
Market News
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
FNV
NEM
AEM
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
AEM
CNC
Benzinga
From
Benzinga
Agnico Eagle Mines Unusual Options Activity
December 22, 2023
Tickers
AEM
Tags
Markets
Options
AEM
From
Benzinga
High Return Hunt: 7 Dividend Stocks Offering Undiscovered Value
December 22, 2023
Tickers
AEM
AKRBF
AMCR
BAC
Tags
AKRBF
DOX
T
From
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The 7 Most Undervalued Sleeper Stocks to Buy in December
December 15, 2023
Tickers
AEM
AGRO
AMCR
DOX
Tags
GM
LAC
DRS
From
InvestorPlace
Safe Haven Assets: 7 Gold Stocks to Buy Amid Global Uncertainty
December 11, 2023
Tickers
AEM
BTG
FNV
GOLD
Tags
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GOLD
AEM
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
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