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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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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
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Latest News about GC00
Recent news which mentions GC00
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Gold set for longest string of losses since early March, as investors limp into holiday
November 24, 2021
Tags
GCZ22
HG00
GC00
From
MarketWatch
Bear market awaits tech stocks, with Tesla at the center, if this selloff continues, strategist warns
November 24, 2021
Tickers
DELL
GPS
HPQ
JWN
Tags
TSLA
GPS
YM00
From
MarketWatch
Gold deepens sharp slide toward 2-week low, skids beneath $1,800
November 23, 2021
Tags
GC00
GCZ21
From
MarketWatch
Gold trades lower as yields rise and dollar steadies to start trade Thanksgiving week
November 22, 2021
Tags
DXY
GC00
GCZ21
From
MarketWatch
U.S. stocks futures rise as historical bullish pre-Thanksgiving week trading begins
November 22, 2021
Tickers
COMP
ERIC
FB
SPX
Tags
DJIA
XX:000300
VG
From
MarketWatch
U.K.-listed miner plunges as Peru moves to shut mines
November 22, 2021
Tickers
SCCO
Tags
SCCO
UK:BT/A
UK:VOD
From
MarketWatch
Here are the stock market’s trading hours for Thanksgiving and Black Friday
November 21, 2021
Tickers
COMP
ICE
M
NDAQ
Tags
GC00
COMP
CL/1
From
MarketWatch
Gold rises early Friday, but pop in U.S. dollar caps metal’s gain
November 19, 2021
Tags
DXY
GC00
GCZ21
From
MarketWatch
Gold pulls back from highest settlement since June
November 18, 2021
Tags
GCZ21
GC00
SIZ21
From
MarketWatch
Record selling by insiders is setting up stocks for a big fall, says contrarian investor
November 18, 2021
Tickers
AAPL
AMAT
AMZN
BA
Tags
BTCUSD
GC00
TSLA
From
MarketWatch
Gold climbs early Wednesday as U.S. dollar’s climb to 16-month high cools somewhat
November 17, 2021
Tags
GC00
DXY
SIZ21
From
MarketWatch
This Treasury dealer says the market has it entirely wrong on the Fed and interest rates. Here’s why.
November 17, 2021
Tickers
COST
CSCO
GOOGL
GSK
Tags
GSK
HG00
COST
From
MarketWatch
Fund managers have highest U.S. overweight in eight years as growth fears recede
November 16, 2021
Tickers
EEM
SPX
Tags
CL/1
BX:TMUBMUSD30Y
BTCUSD
From
MarketWatch
Gold futures pop higher as traders watch for U.S. data
November 16, 2021
Tags
GCZ21
SI00
SIZ21
From
MarketWatch
Here’s how stocks, gold, TIPS and specialized ETFs stack up as inflation fighters
November 16, 2021
Tickers
CPI
RINF
SPX
Tags
RINF
SPX
GC00
From
MarketWatch
Here’s why tech could be the sweet spot for next year, but this hot sector is a no, says Wells Fargo
November 16, 2021
Tickers
ABBV
BMY
FND
HD
Tags
ES00
DXY
FND
From
MarketWatch
Gold futures see choppy trade to start week, putting 7-session streak at risk
November 15, 2021
Tags
BX:TMUBMUSD10Y
DXY
GC00
From
MarketWatch
Kyle Bass says the big money has been made in bitcoin. This is where investors need to put cash next.
November 15, 2021
Tickers
AMT
ARKK
BITCOMP
COR
Tags
Z
NQ00
bitcoin
From
MarketWatch
Resist buying U.S. stocks and Treasurys, Morgan Stanley advises. Here’s what their strategists recommend buying instead.
November 15, 2021
Tickers
SPX
Tags
SPX
JP:180460
BX:TMUBMUSD10Y
From
MarketWatch
Gold’s 6-day win streak at risk, but metal aims for best weekly rise since May
November 12, 2021
Tags
GCZ21
SI00
DXY
From
MarketWatch
Doubting that we could be in a stock-market bubble? Here’s the chart you need to see.
November 12, 2021
Tickers
AMZN
JNJ
RIDE
RIVN
Tags
TSLA
GC00
YM00
From
MarketWatch
The biggest investor worry shouldn’t be red-hot inflation but ice-cold demand, this strategist says. How to play that scenario.
November 11, 2021
Tickers
BYND
DIS
OPAD
OPEN
Tags
DIS
BYND
GC00
From
MarketWatch
Wall Street stocks poised for a rebound, led by battered tech sector
November 11, 2021
Tickers
BYND
COMP
DIS
RIDE
Tags
RIDE
DIS
GC00
From
MarketWatch
Gold continues to surge after inflation shock, but Citi says it may be a winter bull market at best
November 11, 2021
Tags
DXY
HGZ21
GCZ21
From
MarketWatch
Why surging U.S. inflation has gold bulls looking for record highs
November 10, 2021
Tickers
COMP
SPX
Tags
GCZ21
DJIA
SPX
From
MarketWatch
Is bitcoin an inflation hedge? As CPI surges to over 31-year high, crypto trades near record high
November 10, 2021
Tickers
BITCOMP
COMP
SPX
USD-BITSTAMP
Tags
ETHUSD
BTCUSD
COMP
From
MarketWatch
Gold futures edge lower early Tuesday, jeopardize 4-session rally
November 10, 2021
Tags
GCZ21
DXY
GC00
From
MarketWatch
Gold futures edge back, jeopardize 3-session run of gains
November 09, 2021
Tags
GC00
GCZ21
From
MarketWatch
Gold edges above $1,800 an ounce to kick off week
November 08, 2021
Tags
GC00
SIZ21
SI00
From
MarketWatch
Stock futures rise, pointing to more Wall Street records as investors await October payrolls
November 05, 2021
Tickers
ABNB
COMP
LGF-A
PFE
Tags
GC00
PFE
PTON
From
MarketWatch
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