Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Bullion
Recent news which mentions Bullion
Bitcoin Critic Peter Schiff Says A 'Breakout Is Near' As Gold Surges Above $3,380, Silver Starts To Perk Up
May 06, 2025
Tickers
BITCOMP
BTC
GOLD
NEWS
Tags
Market News
Benzinga
bitcoin
From
Benzinga
The Digital Currency Reserve (TDCR) Announces Exciting Launch of Digital Tokenisation Payment
July 26, 2024
Tickers
BTC
ETH
Tags
Financial
Technology
Shopping
From
PRLog
Gold Speculators Pave The Way For 'Multiyear Bull Market In Metals'
March 11, 2024
Tickers
GDX
GLD
GOLD
IAU
Tags
Exchange Traded Funds
Bullion
GOLD
From
Benzinga
Peter Schiff Unimpressed By Bitcoin's $40K Move, Says Gold Has 'Completely Broken Out'
December 03, 2023
Tickers
BITCOMP
GOLD
USD-BITSTAMP
Tags
Market News
Cryptocurrency
Benzinga
From
Benzinga
Costco's Gold Bars Sell Like Hot Cakes Amid Economic Uncertainty
September 27, 2023
Tickers
COST
Tags
COST
Economics
Benzinga
From
Benzinga
Has Gold Lost Safe-Haven Appeal? Portfolio Manager Otavio Costa Says That's 'Backward-Looking And Dismissive' Thinking
June 30, 2023
Tickers
GLD
GOLD
IAU
Tags
Markets
Bullion
Top Stories
From
Benzinga
Gold Edges Up On Russia's Internal Chaos, Soft Dollar: What's Capping More Gains?
June 26, 2023
Tickers
GLD
GOLD
IAU
Tags
Benzinga
Federal Reserve
Gold
From
Benzinga
Peter Schiff On Why Gold Fell Wednesday: 'Persistent Inflation Is Actually Very Bullish' For Bullion
May 11, 2023
Tickers
GLD
GOLD
IAU
Tags
Markets
Bullion
Peter Schiff
From
Benzinga
Where's Gold Headed Amid Inflation, Banking Jitters? Analyst Predicts Possible Levels
May 09, 2023
Tickers
GLD
GOLD
IAU
Tags
Expert Ideas
GLD
Market News
From
Benzinga
Peter Schiff Spots Great Divergence In Gold, Bank Stocks: 'Old Fortunes Will Be Lost And New Fortunes Will Be Made'
May 05, 2023
Tickers
GLD
GOLD
IAU
KGC
Tags
WAL
Bullion
GOLD
From
Benzinga
Gold Eyes Record High On Safe-Haven Status, Weak Dollar, Hopes Of Softening Fed: Peter Schiff Sees 'Spectacular' Rally
April 05, 2023
Tickers
AU
GLD
GOLD
HL
Tags
HL
Top Stories
Commodities
From
Benzinga
Banking Crisis Sparks Gold Frenzy: Analysts Expect Bullion Prices To Shatter Previous Records
March 22, 2023
Tickers
GLD
GOLD
IAU
Tags
Commodities
News
Banking crisis
From
Benzinga
Investors seeking a safe-haven in Gold and Silver
February 13, 2023
Tags
Hobbies
Connecticut
Silver Coins
From
PRLog
Why Analysts Think Gold May Break Above $2,000 Per Ounce This Year
January 17, 2023
Tickers
GOLD
Tags
News
Commodities
Market News
From
Benzinga
Gold Steady After Hitting 8-Month High Ahead Of Inflation Data: What Traders Expect From Fed In Feb
January 12, 2023
Tickers
GLDM
GOLD
IAU
Tags
News
Commodities
GLDM
From
Benzinga
Gold Hits 6-Month High Ahead Of Fed Minutes Release — Why Experts See A Bright 2023 For Bullion
January 03, 2023
Tickers
GLD
GOLD
IAU
Tags
Benzinga
Robert Kiyosaki
Gold
From
Benzinga
Gold Prices Could Push Above $2,000 in 2023, Says Market Analyst
December 28, 2022
Tickers
GOLD
PHYS
Tags
bullion
Sprott
PHYS
From
ETF Trends
Gold Flatlines After Hitting $1,700: How Weak US Economic Data Is Taking Shine Off Bullion
October 05, 2022
Tickers
GLDM
GOLD
SGOL
Tags
Market News
ETFs
SGOL
From
Benzinga
Time To Buy Bullion? Gold Poised To Clock 5th Consecutive Monthly Drop On Hawkish Fed Tone
August 31, 2022
Tickers
GOLD
Tags
Market News
Commodities
News
From
Benzinga
Gold Grabs Eyeballs As Recession Fears, China-Taiwan Tensions Prompt Risk Aversion
August 05, 2022
Tickers
GOLD
Tags
Market News
Media
Analyst Ratings
From
Benzinga
In A Pickle Over Russian Gold After Putin's Ukraine Invasion, Bankers Try Hard To Save The Bullion Market
August 01, 2022
Tickers
GOLD
Tags
Top Stories
News
Commodities
From
Benzinga
Gold, Silver Prices Fall in 2021, but Bullion Sales Excel
January 04, 2022
Tickers
CEF
GOLD
PHYS
SILVER
Tags
gold & silver investing channel
Gold
Silver
From
ETF Trends
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.