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What We Buy Currently
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Yield Difference
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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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EVENTS
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Event Schedule
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Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
Featured Articles
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Latest News about GC00
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Gold prices slide further as rising bond yields heap pressure on metals
August 15, 2023
Tags
SI00
GCZ23
PL00
From
MarketWatch
Gold continues to slide after worst week in nearly 2 months
August 14, 2023
Tags
HGU23
PAU23
GC00
From
MarketWatch
Gold futures stabilize after 3-day slide driven by rising bond yields, stronger U.S. dollar
August 11, 2023
Tags
PA00
PAU23
HGU23
From
MarketWatch
If America debt spiral gets worse, here’s the stock that may benefit, says fund manager
August 11, 2023
Tickers
AAPL
AMC
CANO
CME
Tags
UK:LSEG
HK:6098
NIO
From
MarketWatch
Why Dr. Copper has lost its degree in forecasting the economy
August 10, 2023
Tickers
AAPL
AMC
CPRI
DIS
Tags
DXY
ES00
BX:TMUBMUSD10Y
From
MarketWatch
Gold slips for 3rd day as investors await U.S. inflation report
August 09, 2023
Tags
PL00
GC00
GCZ23
From
MarketWatch
About that U.S. credit downgrade: Fitch is on to something
August 09, 2023
Tags
GC00
DX00
From
MarketWatch
Gold prices slip for 2nd day as disappointing economic news boosts U.S. dollar
August 08, 2023
Tickers
UPS
Tags
PAU23
HG00
SIU23
From
MarketWatch
Gold prices slump as global bond yields rise, U.S. dollar strengthens
August 07, 2023
Tags
SI00
HGU23
PA00
From
MarketWatch
The market needs a lot more to worry about for stocks to rise from here
August 07, 2023
Tickers
NDAQ
Tags
GC00
NDAQ
From
MarketWatch
Gold prices lower for 4th day as traders await July U.S. jobs report
August 04, 2023
Tags
GC00
GCZ23
HGU23
From
MarketWatch
Markets are mostly punishing earnings reports — except these stocks
August 04, 2023
Tickers
AAPL
AMC
AMZN
COMP
Tags
NQ00
AMZN
CL/1
From
MarketWatch
Gold prices slide for 3rd day as rising Treasury yields, stronger U.S. dollar sap demand
August 03, 2023
Tags
SIU23
SI00
PLV23
From
MarketWatch
Fitch’s U.S. credit downgrade just confirms what the markets already knew
August 03, 2023
Tags
BX:TMUBMUSD10Y
GC00
From
MarketWatch
Apple and Amazon results may hold the key to any market rebound. Here’s the technical set-up.
August 03, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
AMC
GME
SHAK
From
MarketWatch
Gold, silver slightly higher after Fitch strips U.S. government of top-tier credit rating
August 02, 2023
Tags
SIU23
BX:TMUBMUSD10Y
PLV23
From
MarketWatch
The U.S. is downgraded. How much does it matter to markets? And the surprise asset that may benefit.
August 02, 2023
Tickers
AAPL
AMC
AMD
CVS
Tags
KHC
TUP
NVDA
From
MarketWatch
Stock futures slide after Fitch’s U.S. downgrade sours the market mood
August 02, 2023
Tickers
CG
COMP
CVS
DJIA
Tags
PYPL
BX:TMUBMUSD10Y
CVS
From
MarketWatch
Gold falls to start August as U.S. dollar advances
August 01, 2023
Tags
PA00
HGU23
PAU23
From
MarketWatch
Manufacturing stalled in the first half. Why JPMorgan says the stage is set for a recovery.
August 01, 2023
Tickers
AAPL
AMC
AMSC
BLK
Tags
CAT
EA
CVS
From
MarketWatch
Gold on track for biggest monthly advance since March despite last-minute weakness
July 31, 2023
Tags
GC00
GCZ23
PAU23
From
MarketWatch
Gold prices pare losses after Bank of Japan loosens grip on bond yields
July 28, 2023
Tags
PAU23
GCZ23
BX:TMBMKJP/10Y
From
MarketWatch
Gold prices climb after latest Fed rate hike
July 27, 2023
Tags
PAU23
HGU23
GC00
From
MarketWatch
Why gold prices climbed after the Fed’s decision to raise interest rates
July 26, 2023
Tickers
COMB
Tags
GC00
GCQ23
DXY
From
MarketWatch
Gold prices higher as traders wait to hear from Fed’s Powell
July 26, 2023
Tags
GCQ23
PLV23
SI00
From
MarketWatch
Stock-market investors will be focused on this line in Fed policy statement as they look for rate clues
July 25, 2023
Tickers
DJIA
SPX
Tags
DXY
SPX
GC00
From
MarketWatch
Gold prices cede some gains as traders await Fed meeting
July 25, 2023
Tags
GC00
HGU23
PAU23
From
MarketWatch
Gold prices in holding pattern as investors await Fed meeting
July 24, 2023
Tags
SIU23
PLV23
SI00
From
MarketWatch
Buy gold and sell U.S. dollars, this strategist says. Here’s why.
July 21, 2023
Tags
DXY
GC00
BX:TMUBMUSD10Y
From
MarketWatch
Gold set to climb for 2nd straight week as investors look to Fed meeting
July 21, 2023
Tags
GC00
PAU23
HGU23
From
MarketWatch
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