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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
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today
December 18, 2024
Tickers
AGI
NEWS
Tags
Market News
BZI/POD
News
From
Benzinga
Elon Musk Asks 'Was It Ever Not A Lie' As OpenAI Plans To Drop AGI Clause In Microsoft Deal
December 09, 2024
Tickers
AGI
MSFT
NEWS
TECH
Tags
Benzinga
artificial intelligence
Sam Altman
From
Benzinga
Anthropic CEO Says AI Similar To Human Intelligence Could Be Around The Corner: 'We'll Get There By 2026 Or 2027'
November 12, 2024
Tickers
AGI
NEWS
TECH
Tags
Market News
News
Lex Fridman
From
Benzinga
$1000 Invested In Alamos Gold 5 Years Ago Would Be Worth This Much Today
November 06, 2024
Tickers
AGI
NEWS
Tags
BZI/POD
News
Market News
From
Benzinga
Alamos Gold's Earnings: A Preview
November 05, 2024
Tickers
AGI
Tags
Earnings
Market News
AGI
From
Benzinga
Alamos Gold Earnings Preview
November 05, 2024
Tickers
AGI
Tags
Market News
Earnings
BZI/EP
From
Benzinga
OpenAI’s Altman: Tech Will Explode in 5 Years, Society Will Shrug
November 04, 2024
Tickers
AGI
NEWS
Tags
artificial intelligence
AGI
33
From
Wall Street Pit
AI’s PhD Leap: OpenAI CFO Predicts AGI Breakthrough
October 28, 2024
Tickers
AGI
NEWS
Tags
33
Artificial General Intelligence
OpenAI
From
Wall Street Pit
The Imminent Arrival of AGI: A Reality Check
October 19, 2024
Tickers
AGI
NEWS
Tags
artificial intelligence
AGI
33
From
Wall Street Pit
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $3,700 Today
October 11, 2024
Tickers
AGI
NEWS
Tags
Benzinga
AGI
Trading Ideas
From
Benzinga
Here's How Much $100 Invested In Alamos Gold 5 Years Ago Would Be Worth Today
October 02, 2024
Tickers
AGI
NEWS
Tags
Market News
News
BZI/POD
From
Benzinga
Here's How Much You Would Have Made Owning Alamos Gold Stock In The Last 5 Years
September 05, 2024
Tickers
AGI
NEWS
Tags
News
BZI/POD
Market News
From
Benzinga
$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,700 Today
August 28, 2024
Tickers
AGI
NEWS
Tags
AGI
Benzinga
Trading Ideas
From
Benzinga
Gold Mining M&A Heats Up As Rising Metal Prices Boost Cash
August 16, 2024
Tickers
AEM
AGI
COPPER
GDX
Tags
Asset Sales
Buybacks
Markets
From
Benzinga
If You Invested $100 In This Stock 5 Years Ago, You Would Have $300 Today
August 14, 2024
Tickers
AGI
NEWS
Tags
AGI
Benzinga
Trading Ideas
From
Benzinga
The Two-Year Countdown: Nick Bostrom’s Alarming AGI Prediction
August 06, 2024
Tickers
AGI
NEWS
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AGI
From
Wall Street Pit
From Deep Learning to AGI: The Decade That Changed AI
August 02, 2024
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AGI
NEWS
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AGI
From
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AGI Stock Earnings: Alamos Gold Beats EPS, Beats Revenue for Q2 2024
July 31, 2024
Tickers
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Earnings Reports
AGI
NYSE:AGI
From
InvestorPlace
$100 Invested In This Stock 5 Years Ago Would Be Worth $200 Today
July 29, 2024
Tickers
AGI
NEWS
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Market News
BZI/POD
News
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The 3 Best Gold Stocks to Buy Now: July Edition
July 12, 2024
Tickers
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EQX
GLD
KGC
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