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What We Buy Currently
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Why Gold Fields, First Majestic Silver, and Other Gold and Silver Stocks Surged Today
March 13, 2023
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AG
AU
EQX
FSM
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AU
FSM
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From
Motley Fool
Illumina, Seagen And Other Big Stocks Moving Higher On Monday
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What Is the Best Silver Stock to Buy Now? Our 7 Top Picks.
March 01, 2023
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FSM
HL
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MUX
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From
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My Top 5 Portfolio Holdings for 2023
December 21, 2022
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AG
BAC
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SSRM
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PINS
TEVA
AG
From
Motley Fool
5 Unstoppable Trends to Invest $1,000 in for 2023
December 08, 2022
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AG
CRWD
EPD
FLR
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AG
TTD
OKTA
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This Junior Mining Company To The Rescue As Global Demand For Silver Continues To Soar
October 24, 2022
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HL
PAAS
SSVRF
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Partner Content
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Progressive, Asana And Some Other Big Stocks Moving Lower On Thursday
October 13, 2022
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AG
ANGI
ASAN
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Small Cap
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Credit Suisse Floats Plan For $3B Debt Buyback To Reassure Investors
October 07, 2022
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AG
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AG
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Monday's Surprise Winner Outpaced the Soaring Stock Market
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AG
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August 29, 2022
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AG
FSM
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4 Silver Stocks Bouncing Off Of Lows
August 10, 2022
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AG
CDE
HL
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First Majestic Silver's Ex-Dividend Date Is Monday, Here's What You Need To Know
August 10, 2022
Tickers
AG
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Benzinga
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Why First Majestic Silver Stock Rose as Much as 11.9% Today
August 04, 2022
Tickers
AG
Tags
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AG
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Recap: First Majestic Silver Q2 Earnings
August 04, 2022
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AG
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Benzinga
From
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Stocks That Hit 52-Week Lows On Monday
July 25, 2022
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AG
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July 21, 2022
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Why Hecla Mining and Top Gold and Silver Stocks Plunged Thursday
July 14, 2022
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AG
CDE
HL
KGC
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HL
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SBSW
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Why Hecla Mining, First Majestic, and Other Gold and Silver Stocks Sizzled Today
June 02, 2022
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AG
CDE
EXK
HL
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EXK
AG
From
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First Majestic Silver's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
May 19, 2022
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AG
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AG
BZI/ExDiv
Benzinga
From
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Recap: First Majestic Silver Q1 Earnings
May 12, 2022
Tickers
AG
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Benzinga
AG
BZI/Recaps
From
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BMO Capital Cuts First Majestic Silver Price Target By 7%
April 19, 2022
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AG
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Analyst Color
Briefs
News
From
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3 Gold Stocks to Buy Now on the Dip
March 16, 2022
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AG
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NYSE:GDX, NYSE:NEM, NYSE:AG
From
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Why Yamana Gold, U.S. Gold And First Majestic Silver Shares Are Rising
March 08, 2022
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7 Latin America Stocks to Buy for Geopolitical Protection
March 02, 2022
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3 Fast-Growing Stocks With 93% to 222% Upside, According to Wall Street
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January 19, 2022
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Silver Stocks Alert: Rising Silver Prices Lift AG, FSM, HL, PAAS Stocks
January 19, 2022
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AG
FSM
HL
PAAS
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AG
HL
FSM
From
InvestorPlace
Why First Majestic Silver, Hecla Mining, and Harmony Gold Stocks Are Rocking Today
January 19, 2022
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AG
HL
HMY
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HMY
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My Top 5 Portfolio Holdings for 2022
December 30, 2021
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AG
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AG
TEVA
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