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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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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
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EVENTS
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Event Schedule
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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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Latest News about Critical Minerals
Recent news which mentions Critical Minerals
Silver & Copper Could Be Critical Minerals: 3 ETFs to Ponder
August 26, 2025
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July 02, 2025
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NATO's New 5% Target For Defense A Win for Trump; Carney Turns To Critical Minerals
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G7 Targets Supply Chain Security With Critical Minerals Plan
June 18, 2025
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Canada Risks Losing $8.7B Annually Without Critical Minerals Action
June 13, 2025
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Tom Lee Bets On 'A New Bull Market,' As Trump's Tariff Retreat Fuels 'TACO' Trade Amid 'Run It Hot' Optimism
June 02, 2025
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$5 Billion Bid From US Investor For ERG Opens Speculations For Kazakhstan's Rare Earth Riches
April 22, 2025
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Trump Orders Critical Minerals Probe As China Tightens Controls Over Rare Commodities In Retaliatory Move
April 16, 2025
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Critical Metals Corp Announces Multi-Billion Assessment For Its Greenland Project
April 02, 2025
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Interior Secretary Calls For 'Mine, Baby, Mine,' Promising Cost Savings From Deregulation
March 13, 2025
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January 08, 2025
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4th Industrial Revolution Could Bolster This Critical Minerals ETF
July 18, 2024
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Disruptive Tech Theme of the Week – Rare Earths & Critical Materials
June 18, 2024
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Critical Minerals Shortfall Brings Growth Potential to This ETF
June 11, 2024
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These 3 Critical Minerals ETFs Move the Growth Needle
April 02, 2024
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gold/silver/critical minerals channel
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US Worries Over China's Dominance In Global Critical Minerals Supply Chain: 'Do Not Want To Be Over-Reliant,' Says Jennifer Granholm
February 15, 2024
Tickers
NEWS
Tags
Economics
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jennifer granholm
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Copper Prices Could Be in Early Stages of Uptrend
February 12, 2024
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Copper Could See a Comeback as Demand Outpaces Supply
January 24, 2024
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Clean Energy Pivot Will Shift Focus From Oil to Critical Minerals
November 15, 2023
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European Union Ramps Up Efforts to Secure Critical Minerals
October 24, 2023
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U.S. and India Looking to Collaborate on Critical Minerals
October 02, 2023
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Indonesia Ready to Work on Critical Minerals Agreement With U.S.
September 14, 2023
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Commodities Exposure Can Help Investors Play Defense
September 08, 2023
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Japan and U.K. Jointly Investing in Critical Minerals in Africa
September 06, 2023
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Critical Minerals Race Should Prop Up This Clean Energy ETF
September 01, 2023
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2 ETFs to Ponder After Copper’s Inclusion as a U.S. Critical Mineral
August 31, 2023
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Data Collaboration Should Rally Investors Around This ETF
August 22, 2023
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Power Grid Modernization Should Create Critical Minerals Demand
August 17, 2023
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Latin America Throws Spotlight on Critical Minerals Demand
August 15, 2023
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China’s Stimulus Measures Will Weigh on Industrial Metals
August 11, 2023
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From
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