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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Gold gains ground as dollar retreats ahead of key inflation reading
September 11, 2023
Tags
DXY
USDJPY
GC00
From
MarketWatch
Gold heads for weekly decline amid rising yields, dollar
September 08, 2023
Tags
GC00
SIZ23
GCZ23
From
MarketWatch
Here’s what seven decades of the yield curve says about the business cycle and the stock market, strategist says
September 08, 2023
Tickers
AMC
AMD
AMZN
DOCU
Tags
GC00
TSLA
TTOO
From
MarketWatch
Gold steadies ahead of U.S. data
September 07, 2023
Tags
GCZ23
GC00
From
MarketWatch
Cash is still king, says Barclays. Here are six of its investment ideas.
September 07, 2023
Tickers
AAPL
AI
AMC
BUD
Tags
NQ00
BUD
DXY
From
MarketWatch
Investor allocation to gold is at its highest level in 11 years, JPMorgan strategist says
September 07, 2023
Tags
GC00
From
MarketWatch
Gold steady after pulling back in face of stronger dollar
September 06, 2023
Tags
SIZ23
GCZ23
DXY
From
MarketWatch
Gold loses ground as dollar strengthens on downbeat global data
September 05, 2023
Tags
GCZ23
SIZ23
GC00
From
MarketWatch
U.S. Treasurys have done something that hasn’t happened in 250 years — till now
September 01, 2023
Tags
BX:TMUBMUSD10Y
GC00
From
MarketWatch
Gold ticks higher ahead of August jobs report
September 01, 2023
Tags
GC00
GCZ23
SIZ23
From
MarketWatch
Why pricey French bags are better than U.S. tech, according to this analyst.
September 01, 2023
Tickers
AAPL
ADTX
AMC
AMZN
Tags
FEZ
AMZN
NIO
From
MarketWatch
Gold attempts to hold ground ahead of PCE inflation reading
August 31, 2023
Tags
SIZ23
GCZ23
GC00
From
MarketWatch
Gold prices climb to 3-week high as traders await U.S. inflation, labor-market data
August 30, 2023
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HG00
PA00
GCZ23
From
MarketWatch
Gold prices tread water ahead of key U.S. data due later this week
August 29, 2023
Tags
HGZ23
PAZ23
DXY
From
MarketWatch
‘We are buyers of gold on weakness’: Yellow metal appears resilient after surge in real rates, says Morgan Stanley
August 28, 2023
Tickers
COMP
DJIA
GLD
SPX
Tags
DJIA
GLD
SPX
From
MarketWatch
Gold prices climb, building on first weekly advance in a month
August 28, 2023
Tags
PAZ23
DXY
GC00
From
MarketWatch
Gold prices slip as U.S. dollar climbs ahead of Powell’s Jackson Hole speech
August 25, 2023
Tags
BX:TMUBMUSD10Y
PA00
GCZ23
From
MarketWatch
Vanguard: Value stocks haven’t been this cheap to growth since the COVID outbreak
August 25, 2023
Tickers
AAPL
AI
AMC
AMD
Tags
ES00
AMD
WOSGF
From
MarketWatch
Gold prices pull back after best day of August
August 24, 2023
Tags
GCZ23
HGU23
PAU23
From
MarketWatch
Gold prices climb for 4th day, on track for longest win streak in nearly 3 months
August 23, 2023
Tags
DXY
GC00
PLV23
From
MarketWatch
Gold headed for longest win streak in more than a month as prices rise for 3rd day
August 22, 2023
Tags
DXY
PL00
PLV23
From
MarketWatch
Gold rises, on track for back-to-back gains following four-week losing streak
August 21, 2023
Tags
PLV23
PL00
GC00
From
MarketWatch
‘Own what the Mother of All Bubbles crowd doesn’t.’ This market strategist expects stagflation and is investing for it now.
August 21, 2023
Tickers
EWJ
EWZ
GLD
HYG
Tags
GC00
XLE
EWZ
From
MarketWatch
Fears of ‘domino effect of contagion’ amid China’s property woes could bring down U.S. Treasury yields from 16-year high
August 18, 2023
Tickers
COMP
DJIA
EGRNF
SPX
Tags
EGRNF
GC00
COMP
From
MarketWatch
Gold steadies, attempts to snap longest losing streak since 2017
August 18, 2023
Tags
HGU23
GCZ23
PAU23
From
MarketWatch
Bond yields hold the key to an emotional market that can change on a dime, says this strategist
August 18, 2023
Tickers
AAPL
AMAT
AMC
APE
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AAPL
EBET
GC00
From
MarketWatch
‘King dollar’ makes a comeback as greenback’s summertime rally nears critical milestone
August 17, 2023
Tickers
SPX
Tags
SPX
CL00
USDCNY
From
MarketWatch
Gold prices inch higher, struggling to snap longest losing streak in 6 years
August 17, 2023
Tags
BX:TMUBMUSD10Y
HG00
PA00
From
MarketWatch
Gold prices slightly firmer after seeing 1-month lows
August 16, 2023
Tags
PL00
USDJPY
PLV23
From
MarketWatch
These 20 dividend stocks have been the best income growers in the S&P 500
August 15, 2023
Tickers
ALL
AMT
AVGO
BBY
Tags
TXN
LLY
SPX
From
MarketWatch
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