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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
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Client Information
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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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If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,700 Today
March 04, 2024
Tickers
AGI
NEWS
Tags
Trading Ideas
Benzinga
AGI
From
Benzinga
Elon Musk Says 'Bring It On' To OpenAI, Microsoft, And Bezos' $675M Humanoid Robot Venture, Pitches Tesla's Optimus As A Challenger
March 01, 2024
Tickers
AGI
EVS
MSFT
NEWS
Tags
MSFT
AGI
Figure AI
From
Benzinga
Elon Musk Sues Sam Altman And OpenAI For 'Refining AGI' To Maximize Profits For Microsoft: 'Stark Betrayal Of Founding Agreement'
March 01, 2024
Tickers
AGI
MSFT
NEWS
TECH
Tags
ChatGPT
Top Stories
Market News
From
Benzinga
Earnings Scheduled For February 21, 2024
February 21, 2024
Tickers
ACVA
ADI
AGI
AGR
Tags
RUN
BTO
AGR
From
Benzinga
Earnings Preview For Alamos Gold
February 20, 2024
Tickers
AGI
Tags
Market News
Earnings
BZI/EP
From
Benzinga
Earnings Preview: Alamos Gold
February 20, 2024
Tickers
AGI
Tags
Earnings
Market News
Benzinga
From
Benzinga
OpenAI's Sam Altman 'Extremely Focused On Making AGI' After Sora AI Model's Impressive Debut
February 16, 2024
Tickers
AGI
MSFT
NEWS
TECH
Tags
ChatGPT
Sora AI
Market News
From
Benzinga
7 Gold Stocks to Buy for Uncertain Economic Times
January 25, 2024
Tickers
AEM
AGI
AMRK
BHP
Tags
Stocks to Buy
AGI
NEM
From
InvestorPlace
Alamos Gold Acquires Orford Mining, Targets Domestic Growth Prospects
January 18, 2024
Tickers
AEM
AGI
Tags
AGI
Stories That Matter
M&A
From
Benzinga
2024’s Gold Rush: 3 Mining Stocks With Massive Upside Potential
January 16, 2024
Tickers
AGI
EGO
KGC
Tags
Market News
NYSE:EGO,NYSE:KGC,NYSE:AGI
KGC
From
InvestorPlace
Monday Is Your Last Chance To Buy Alamos Gold Before The Dividend Payout
November 30, 2023
Tickers
AGI
Tags
Market News
Dividends
Benzinga
From
Benzinga
What Is OpenAI's Q*: A Revolutionary AI Tool Or Global Menace?
November 24, 2023
Tickers
AGI
MSFT
TECH
Tags
Consumer Tech
Markets
Tech
From
Benzinga
7 A-Rated Retirement Stocks for Your November Buy List
November 17, 2023
Tickers
AGI
LI
MAMA
NVDA
Tags
NVDA
Market News
SMCI
From
InvestorPlace
A Golden Opportunity: Portfolio Manager Highlights Unprecedented Discount In Gold Mining Stocks
November 16, 2023
Tickers
AGI
BELGF
EDVGF
GDX
Tags
EDVGF
GDX
AGI
From
Benzinga
Quant Ratings Updated on 62 Stocks
October 24, 2023
Tickers
AGI
AMZN
APH
ATO
Tags
AMZN
GOOGL
GD
From
InvestorPlace
Alamos Gold's Earnings Outlook
October 24, 2023
Tickers
AGI
Tags
Market News
Earnings
AGI
From
Benzinga
Earnings Outlook For Alamos Gold
October 24, 2023
Tickers
AGI
Tags
Market News
Earnings
BZI/EP
From
Benzinga
Are We Living In A Multiverse Or A Simulation? Depends On Who You Ask, Says Peter Thiel
October 05, 2023
Tickers
AGI
AI
MSFT
PYPL
Tags
Peter Thiel
AI
Elon Musk
From
Benzinga
Achieving Growth and Investor Rewards: Alamos Gold Flourishes with Strong Performance and Rising Profits
September 28, 2023
Tickers
AGI
Tags
Dividends
Market News
Benzinga
From
Benzinga
SoftBank's Masayoshi Son Talks AI, Future At Arm's Historic IPO
September 14, 2023
Tickers
AGI
AI
ARM
IPOS
Tags
Masayoshi Son
IPOs
Global
From
Benzinga
The 3 Best Gold Stocks to Buy Now: September 2023
September 06, 2023
Tickers
AGI
KGC
RGLD
Tags
AGI
NASDAQ:RGLD;NYSE:AGI;NYSE:KGC
Stocks to Buy
From
InvestorPlace
Earnings Preview For Alamos Gold
July 25, 2023
Tickers
AGI
Tags
Earnings
Market News
BZI/EP
From
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