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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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3 Top Stocks to Buy as Gold Prices Rise in July 2024
July 12, 2024
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BAC
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Tags
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Former OpenAI Staffer Who Resigned Over Safety Issues Says Sam Altman's Team Is Building 'Titanic Of AI'
July 11, 2024
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artificial intelligence
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If You Invested $100 In This Stock 5 Years Ago, You Would Have $300 Today
July 10, 2024
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AGI: The New Fire? Demis Hassabis Predicts AI Revolution
July 10, 2024
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Here's How Much $100 Invested In Alamos Gold 5 Years Ago Would Be Worth Today
June 25, 2024
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June 22, 2024
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$100 Invested In Alamos Gold 5 Years Ago Would Be Worth This Much Today
June 06, 2024
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Elon Musk's Neuralink 'Incredible Technology' Can Make Humans 'Superhuman,' Says AI Expert But Warns Of Future 'Biological Bottleneck'
June 03, 2024
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AGI
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Unlike Elon Musk, Baidu CEO Says Smarter-Than-Humans AI Will Take More Than 10 Years: 'Not Improving Fast Enough'
May 23, 2024
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Here's How Much You Would Have Made Owning Alamos Gold Stock In The Last 5 Years
May 16, 2024
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May 03, 2024
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OpenAI's Sam Altman Says 'We're Making AGI' And It Will Be 'Worth It:' 'Don't Care If We Burn $500M Or $50B'
May 03, 2024
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7 Undiscovered Stocks to Buy Before They Go Ballistic
April 26, 2024
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AGI Stock Earnings: Alamos Gold Meets EPS, Beats Revenue for Q1 2024
April 24, 2024
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$100 Invested In This Stock 5 Years Ago Would Be Worth $300 Today
April 18, 2024
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April 13, 2024
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Bank Of America Sees Gold At $3,000, Warns Of A Copper Supply Crisis: Metals 'Dance To Their Own Tune'
April 09, 2024
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Mining Executives Weigh In On Gold Prices, Financing, Projects: 'We're Definitely Glad'
April 08, 2024
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Here's How Much You Would Have Made Owning Alamos Gold Stock In The Last 5 Years
April 02, 2024
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EXCLUSIVE: Top 10 Most Searched Tickers On Benzinga Pro In March: Where Do Tesla, Nvidia, SPY And Reddit IPO Rank?
April 01, 2024
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Alamos Gold Acquires Argonaut Gold, Shareholders Look Toward Synergies
March 27, 2024
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Elon Musk Reacts After AI Researcher Says She Does Not Trust OpenAI CEO Sam Altman To Lead AGI Project: 'Deeply Untrustworthy, Low In Integrity'
March 09, 2024
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