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home
about us
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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
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
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P/E Ratio Insights for Fortuna Mining
August 20, 2025
Tickers
FSM
NEWS
Tags
Markets
Intraday Update
BZI/PE
From
Benzinga
A Gold Mining Stock to Watch as the Metal Soars
August 18, 2025
Tickers
FSM
Tags
Market News
FSM
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Gold Trades $3,347 Higher Than 54 Years Ago Today
August 15, 2025
Tickers
FSM
GLD
SLV
Tags
FSM
Commodities
SLV
From
TalkMarkets
Fortuna (FSM) Q2 2025 Earnings Call Transcript
August 07, 2025
Tickers
FSM
Tags
Market News
FSM
Recent Press Releases
From
Motley Fool
Redwire Posts Downbeat Q2 Results, Joins Tandem Diabetes Care, Fortinet, Symbotic And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
August 07, 2025
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ADMA
ATRO
BMBL
Tags
SANA
TSSI
SYM
From
Benzinga
Earnings Scheduled For August 6, 2025
August 06, 2025
Tickers
AACG
ABNB
ACAD
ACB
Tags
STAA
OBDC
FRPH
From
Benzinga
Why Gold Stocks Soared Today
June 02, 2025
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FSM
GFI
IAG
Tags
Recent Press Releases
IAG
GFI
From
Motley Fool
Earnings Scheduled For May 7, 2025
May 07, 2025
Tickers
ACAD
ACDC
ACRE
ACVA
Tags
IMXI
BLZE
GEO
From
Benzinga
Wall Street Awaits Trump's Tariff Decision, Digests Mixed Economic Data: What's Driving Markets Wednesday?
March 05, 2025
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ANF
ARBE
AVAV
BOX
Tags
Movers
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MDB
From
Benzinga
Earnings Scheduled For March 5, 2025
March 05, 2025
Tickers
ACR
ALNT
ALTG
ALTO
Tags
ZYME
CULP
AWRE
From
Benzinga
Gold Hits Record High As Central Banks Ease Stance: 5 Mining Stocks Rally
January 30, 2025
Tickers
CDE
ECON
EXK
FSM
Tags
Federal Reserve
Interest Rates
Market News
From
Benzinga
Fortuna Silver Mines's Earnings Outlook
November 05, 2024
Tickers
FSM
Tags
BZI/EP
Market News
Earnings
From
Benzinga
FSM Stock Earnings: Fortuna Silver Mines Reported Results for Q2 2024
August 07, 2024
Tickers
FSM
Tags
FSM
Market News
Earnings Reports
From
InvestorPlace
3 Overlooked Precious Metals Stocks to Quadruple Your Money by 2032
July 18, 2024
Tickers
FSM
HMY
WPM
Tags
NYSE:FSM,NYSE:HMY,NYSE:WPM
Market News
Stocks to Buy
From
InvestorPlace
3 Small-Cap Stocks Set to Make Early Investors Filthy Rich
July 12, 2024
Tickers
ACMR
FSM
PAYO
Tags
PAYO
Stocks to Buy
ACMR
From
InvestorPlace
3 Penny Stocks That Could Turn $10K Into $100K in 3 Years
July 06, 2024
Tickers
FSM
NAT
OCGN
Tags
Stocks to Buy
Market News
NAT
From
InvestorPlace
The 3 Most Underrated Stocks Under $10 to Buy in June 2024
June 22, 2024
Tickers
FSM
KGC
PAYO
Tags
NASDAQ:PAYO,NYSE:KGC,NYSE:FSM
FSM
Market News
From
InvestorPlace
Top 3 Stocks to Buy Before They Skyrocket by 2026
June 11, 2024
Tickers
FSM
LAMR
QFIN
Tags
NYSE:FSM,NASDAQ:LAMR,NASDAQ:QFIN
QFIN
LAMR
From
InvestorPlace
Why Lands' End Shares Are Trading Lower? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
June 05, 2024
Tickers
AMBC
ANL
ASNS
BGXX
Tags
SGRP
DBI
Mid/Day Movers
From
Benzinga
Why Fortuna Silver Mines (FSM) Stock Is Diving
June 05, 2024
Tickers
FSM
NEWS
Tags
FSM
Benzinga
Market News
From
Benzinga
3 Stocks to Buy to Benefit From the Silver Boom
June 04, 2024
Tickers
FSM
PAAS
Tags
PAAS
Market News
FSM
From
InvestorPlace
3 Affordable Stocks Under $10 With Huge Potential
June 04, 2024
Tickers
FNMA
FSM
SUPV
Tags
Stocks to Buy
FSM
SUPV
From
InvestorPlace
7 Overlooked Stock Market Leaders Set for Massive Gains
June 01, 2024
Tickers
BAP
DLNG
FSM
LAMR
Tags
DLNG
BAP
FSM
From
InvestorPlace
The 3 Best Stocks Under $10 to Buy for 3X Returns by 2028
May 20, 2024
Tickers
FSM
HMY
PAYO
Tags
Market News
PAYO
NYSE:HMY,NYSE:FSM,NASDAQ:PAYO
From
InvestorPlace
Buy in May and Stay? The Top 7 Stocks to Buy This Month
May 09, 2024
Tickers
BLBD
BYDDY
CROX
EZPW
Tags
FSM
BLBD
PRDO
From
InvestorPlace
FSM Stock Earnings: Fortuna Silver Mines Beats EPS, Misses Revenue for Q1 2024
May 08, 2024
Tickers
FSM
Tags
FSM
Market News
Earnings Reports
From
InvestorPlace
Stocks On Track For Third Green Session, Palantir Ignites Rally In Chipmakers, Commodities Rebound: What's Driving Markets Monday?
May 06, 2024
Tickers
ADTN
BEPC
CDE
CNA
Tags
Equities
Cryptocurrency
GDX
From
Benzinga
J B Hunt Transport Reports Downbeat Earnings, Joins ASML And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
April 17, 2024
Tickers
ASML
CPRI
FSM
JBHT
Tags
Markets
CPRI
Movers
From
Benzinga
Fortuna Silver Mines Highlights Strong Q1 Gold, Silver Production Amid Precious Metal Surge
April 08, 2024
Tickers
FNV
FSM
NEWS
Tags
Benzinga
Market News
Global
From
Benzinga
Fortuna Silver's Q1 Surprise: Big Gold Gains Outshine Silver Slide
April 08, 2024
Tickers
FSM
NEWS
Tags
Small Cap
Equities
FSM
From
Benzinga
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