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What We Buy Currently
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
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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
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TAF sm Program
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EVENTS
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
Featured Quarterly Newsletter
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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
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Latest News about GC00
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Why 2022 will be a ‘more challenging’ year for commodities such as oil and gold
December 16, 2021
Tags
XX:SPGSLV
TIOF22
NGF22
From
MarketWatch
Gold prices rally as dollar slips and rates host lower post-Fed
December 16, 2021
Tags
GC00
SIH22
DXY
From
MarketWatch
After a dazzling 2021 performance, here’s what contrarian investors are predicting for 2022, says Citi
December 16, 2021
Tickers
AAPL
AMC
COP
F
Tags
AAPL
TSLA
GC00
From
MarketWatch
Gold futures slip ahead of Fed update
December 15, 2021
Tags
SIH22
GC00
GCG22
From
MarketWatch
Gold drifts lower in rangebound trade ahead of Fed, producer inflation report
December 14, 2021
Tags
GC00
SIH22
GCF22
From
MarketWatch
Gold futures bounce around as Fed meeting comes in focus
December 13, 2021
Tags
GCG22
SI00
SIH22
From
MarketWatch
Stock-market ‘crash and depression coming’ warns ‘Rich Dad, Poor Dad’ author Kiyosaki, as inflation report hottest in 39 years
December 10, 2021
Tickers
COMP
SPX
XLRE
Tags
SPX
XLRE
COMP
From
MarketWatch
Gold prices slip ahead of U.S. consumer inflation data
December 10, 2021
Tags
DXY
PLF22
GC00
From
MarketWatch
The tale of two metals: why copper and silver have taken split paths this year
December 09, 2021
Tags
HGH22
GCG22
SI00
From
MarketWatch
Gold stumbles lower Thursday as dollar strengthens
December 09, 2021
Tags
GCG22
GC00
SIH22
From
MarketWatch
Gold futures waver after ending at one-week high
December 08, 2021
Tickers
BNTX
PFE
Tags
GC00
PFE
DXY
From
MarketWatch
Even though Putin knows he probably cannot win in Ukraine, a weakened strongman will often take the greatest risks
December 07, 2021
Tags
UK:BRN00
GC00
From
MarketWatch
Gold futures edge up, even as dollar, yields inch higher
December 07, 2021
Tags
DXY
SIH22
GC00
From
MarketWatch
Gold edges back to start week as Fed tapering remains in focus
December 06, 2021
Tags
BX:TMUBMUSD10Y
GCG22
DXY
From
MarketWatch
Gold bounces off seven-week lows as jobs data awaits
December 03, 2021
Tags
PLF22
GC00
SIH22
From
MarketWatch
‘It’s going to be very obvious that every bank needs to become a crypto bank,’ says CEO of bank to nab 1st federal charter for digital assets
December 02, 2021
Tickers
AMD
BITO
BTF
COIN
Tags
BTF
BTCUSD
OSTK
From
MarketWatch
Gold prices softer as investors continue to monitor omicron variant
December 02, 2021
Tags
PLF22
DXY
GC00
From
MarketWatch
The omicron panic is overdone. Buy the dips in these stocks, says JPMorgan.
December 02, 2021
Tickers
AAPL
GME
GSK
TSLA
Tags
GSK
BX:TMUBMUSD10Y
WE
From
MarketWatch
Gold futures edge higher, but dollar and yield moves hem in precious metal’s price
December 01, 2021
Tickers
ADP
Tags
DXY
GC00
BX:TMUBMUSD10Y
From
MarketWatch
December set to start with gains, as Dow futures jump 300 points after selloff
December 01, 2021
Tickers
COMP
MRNA
SPX
Tags
DXY
YM00
NQ00
From
MarketWatch
Gold prices rise as omicron worries persist, but $1,800 stays out of reach
November 30, 2021
Tickers
MRNA
Tags
PLF22
YM00
GC00
From
MarketWatch
JPMorgan’s S&P 500 forecast for 2022 is among the most bullish on Wall Street. Here’s the biggest risk it sees for stocks.
November 30, 2021
Tickers
AAL
BKR
DAL
DIS
Tags
XX:SXXP
UK:BRN00
GC00
From
MarketWatch
Stock futures tumble anew as Moderna CEO predicts existing vaccines will be less effective against omicron variant
November 30, 2021
Tickers
BNTX
COMP
MRNA
PFE
Tags
GC00
PFE
COMP
From
MarketWatch
Gold prices rise despite rally in global stocks amid omicron
November 29, 2021
Tags
GCG22
GCZ21
GC00
From
MarketWatch
‘Trapped’ investors, here’s your chance to escape one overplayed group of stocks, says strategist
November 29, 2021
Tickers
AMZN
PTON
TGT
WMT
Tags
AMZN
BX:TMUBMUSD10Y
UK:BRNF22
From
MarketWatch
10 reasons not to panic about inflation just yet
November 27, 2021
Tickers
AAPL
Tags
GC00
AAPL
From
MarketWatch
On an ugly day for markets, here’s the S&P 500 level investors need to watch closely, says this trader
November 26, 2021
Tickers
AAL
AMZN
AZN
DAL
Tags
WMT
HK:HSI
GC00
From
MarketWatch
Gold surges, climbing back above $1,800 amid investor panic over new COVID variant
November 26, 2021
Tags
PLF22
DXY
GC00
From
MarketWatch
Crude tumbles on fears of demand hit from new COVID variant as OPEC meeting looms for next week
November 26, 2021
Tags
CLF22
RBZ21
UK:BRN00
From
MarketWatch
Dow futures tumble 400 points on fears over new COVID variant detected in South Africa
November 26, 2021
Tickers
COMP
SPX
Tags
BX:TMUBMUSD10Y
GCZ21
COMP
From
MarketWatch
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