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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Mission Statement
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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
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Gold Miners Eye Best 1-Day Rally In 6 Months As Gold Hits Fresh Record Highs: 'Today's Environment Closely Resembles The 1970s'
September 12, 2024
Tickers
AG
BTG
CDE
ECON
Tags
Stories That Matter
ETFs
CDE
From
Benzinga
First Majestic Acquires Gatos Silver For $970M, Puts 3 Major Mexico Assets Under One Banner
September 05, 2024
Tickers
AG
GATO
Tags
mining
M&A
Mexico
From
Benzinga
Gold Rally Loses Steam As Treasury Yields Stabilize, Dollar Rebounds: 6 Miner Stocks See Declines On Wednesday
August 28, 2024
Tickers
AG
CDE
EXK
GDX
Tags
Bonds
Federal Reserve
Stories That Matter
From
Benzinga
Inflation Damnation. 2 Stocks to Sell, 1 to Buy
July 17, 2024
Tickers
AG
LCID
SPWR
Tags
AG
LCID
Stocks to Sell
From
InvestorPlace
Gold Miners Hit 27-Month Peak, Bullion Breaks Record As Traders Decide September Rate Cut As Good As Done
July 16, 2024
Tickers
AG
DRD
GDX
GFI
Tags
GDX
Commodities
Pro Project
From
Benzinga
Growth Stock Greats: 3 Picks That Will Accelerate Your Portfolio’s Performance
June 04, 2024
Tickers
AG
NG
SSRM
Tags
AG
SSRM
NG
From
InvestorPlace
Smart Money Is Betting Big In First Majestic Silver Options
May 21, 2024
Tickers
AG
Tags
Markets
BZI/UOA
Market News
From
Benzinga
AG Stock Earnings: First Majestic Silver Misses EPS, Misses Revenue for Q1 2024
May 08, 2024
Tickers
AG
Tags
Market News
NYSE:AG
AG
From
InvestorPlace
Why Skillsoft Shares Are Trading Lower By Around 27%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
April 16, 2024
Tickers
ACDC
ADXN
AG
ANL
Tags
BSGM
ERIC
CSLR
From
Benzinga
Gold Shines Above $2,300, Ends Another Week At Record High: Mining Stocks Rally To 11-Month Peak
April 05, 2024
Tickers
AG
AYA
CDE
CXB
Tags
Econ #s
MAG
META
From
Benzinga
Why Silver Stocks Popped This Week
April 05, 2024
Tickers
AG
FSM
MAG
PAAS
Tags
FSM
PAAS
AG
From
Motley Fool
First Majestic Silver: Dividend Insights
November 09, 2023
Tickers
AG
Tags
Benzinga
Market News
Dividends
From
Benzinga
Earnings Outlook For First Majestic Silver
November 01, 2023
Tickers
AG
Tags
Benzinga
Market News
BZI/EP
From
Benzinga
This 100-Million-Ounce Junior Miner Is Poised To Reboot Nevada's Legendary Silver Boom
October 26, 2023
Tickers
AG
Tags
AG
Small Cap
Market News
From
Benzinga
With Silver Spot Price Up Over 3%, Silver Mining ETFs See Bounce - ETF Winners And Losers: Small-Cap Returns
October 18, 2023
Tickers
AG
CCJ
PAAS
SIL
Tags
ETFs
Silver Mining
WPM
From
Benzinga
Why Belden Shares Are Trading Lower By Over 25%? Here Are Other Stocks Moving In Friday's Mid-Day Session
October 13, 2023
Tickers
AG
AMC
BDC
BLPH
Tags
BYSI
RSLS
VS
From
Benzinga
JPMorgan, Wells Fargo, Citigroup And Other Big Stocks Moving Higher On Friday
October 13, 2023
Tickers
AG
APLS
AVAV
C
Tags
APLS
Trading Ideas
GRPN
From
Benzinga
First Majestic Silver: Dividend Insights
August 10, 2023
Tickers
AG
Tags
Market News
Benzinga
AG
From
Benzinga
Wednesday's ETF Winners And Losers: Small-Cap Returns - Silver Delivers With SILJ Up 11.23% Beating Cathie Wood's ARKF
July 19, 2023
Tickers
AG
ARKF
SILJ
VXX
Tags
Market News
WPM
News
From
Benzinga
Tuesday Is Your Last Chance To Buy First Majestic Silver Before The Dividend Payout
May 12, 2023
Tickers
AG
Tags
Benzinga
Market News
AG
From
Benzinga
Recap: First Majestic Silver Q1 Earnings
May 04, 2023
Tickers
AG
Tags
BZI/Recaps
Benzinga
Market News
From
Benzinga
3 Mining Stocks For The Economy Ahead | The Gold, Silver & Copper Outlook With Blue Line Capital
April 21, 2023
Tickers
AEM
AG
SCCO
Tags
Expert Ideas
Market News
Markets
From
Benzinga
7 Silver Stocks to Buy Amid the Banking Sector Fallout
March 27, 2023
Tickers
AG
FSM
HL
MAG
Tags
Stocks to Buy
SVM
Market News
From
InvestorPlace
US Stocks On Track For Weak Start Friday Amid Renewed Banking Concerns And Contagion Fears
March 24, 2023
Tickers
AG
BAC
CS
DB
Tags
Federal Reserve
Futures
NASDAQ Composite
From
Benzinga
Nasdaq Up Over 100 Points; Crude Oil Rises 2%
March 21, 2023
Tickers
AG
ALT
CHEK
CISO
Tags
Earnings
AG
Benzinga
From
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
March 21, 2023
Tickers
ACDC
ADCT
ADMP
AG
Tags
CXAI
AG
PSF
From
Benzinga
Why Citi Trends Shares Are Trading Lower By Over 14%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
March 21, 2023
Tickers
AG
ALLR
ALT
ATNX
Tags
Small Cap
SY
CURO
From
Benzinga
Gold Drops Over 1%; Existing Home Sales Surge In February
March 21, 2023
Tickers
AG
ALT
CHEK
CISO
Tags
CISO
News
Intraday Update
From
Benzinga
2 Stocks That Are Missing Tuesday's Market Rally
March 21, 2023
Tickers
AG
HUYA
Tags
^GSPC
AG
HUYA
From
Motley Fool
Why Shares of First Majestic Silver Are Losing Luster Today
March 21, 2023
Tickers
AG
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AG
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