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Default Rates
What We Buy Currently
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Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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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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Gold edges up ahead of U.S. inflation report due Wednesday
May 09, 2023
Tags
GC00
PAM23
GCM23
From
MarketWatch
Gold prices climb, building on last week’s advance
May 08, 2023
Tags
GC00
PAM23
GCM23
From
MarketWatch
A brief ‘tactical’ rally is opening up for these bank stocks and an ETF, says Fundstrat’s Thomas Lee
May 08, 2023
Tickers
AAPL
AMC
APE
BANC
Tags
KKR
NVDA
TSN
From
MarketWatch
Gold retreats after touching highest level in nearly 3 years
May 05, 2023
Tags
PLN23
SI00
HGN23
From
MarketWatch
The S&P 500 will not break above its range soon, says Goldman Sachs. Here are 6 reasons why.
May 05, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
AMC
IEP
GBPUSD
From
MarketWatch
Gold nears record high amid recession fears, weaker U.S. dollar
May 04, 2023
Tags
SIN23
GCM23
GC00
From
MarketWatch
Here’s when history says the post-Fed rally should start — and the two unlikely sectors to benefit
May 04, 2023
Tickers
AAPL
AIG
AMC
AMZN
Tags
PTON
FTNT
SHOP
From
MarketWatch
‘Deposits are going to keep drifting out,’ says DoubleLine’s Gundlach, warning of echoes of S&L crisis at banks
May 03, 2023
Tickers
COMP
DJIA
HYG
JNK
Tags
JNK
DJIA
HYG
From
MarketWatch
Why it’s silver’s time to shine
May 03, 2023
Tickers
SILJ
Tags
GCM23
HG00
SIN23
From
MarketWatch
Gold little-changed as traders await Fed rate-hike decision
May 03, 2023
Tags
SIN23
GCM23
GC00
From
MarketWatch
Gold ticks higher as traders await Fed meeting
May 02, 2023
Tags
PLN23
HGN23
SI00
From
MarketWatch
Gold, silver climb as JPMorgan wins auction for First Republic business
May 01, 2023
Tickers
JPM
Tags
JPM
GCM23
SIN23
From
MarketWatch
A volatile summer is coming as Fed pause, debt tussle meet. Shelter in these stocks, says strategist
May 01, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
SBUX
YM00
BMRN
From
MarketWatch
Gold ends April with little fanfare, but record-high prices may be ‘inevitable’
April 28, 2023
Tags
GCM23
DXY
GC00
From
MarketWatch
Gold futures slip as U.S. dollar strengthens
April 28, 2023
Tags
GC00
PAM23
GCM23
From
MarketWatch
S&P 500 should be sold above 4,200, says Bank of America
April 28, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
KWEB
XOM
ES00
From
MarketWatch
The debt ceiling nightmare could be a bond and gold buyer’s dream
April 27, 2023
Tickers
SPX
TMF
ZROZ
Tags
BX:TMUBMUSD10Y
TMF
ZROZ
From
MarketWatch
Gold prices decline after a weaker-than-expected U.S. GDP reading
April 27, 2023
Tags
GCM23
SIN23
GC00
From
MarketWatch
An undiscovered universe of stocks is trading at ‘near generational lows,’ asset manager says
April 27, 2023
Tickers
AAL
AMC
AMZN
ATVI
Tags
INTC
BUD
BX:TMUBMUSD10Y
From
MarketWatch
Gold edges back above $2,000 an ounce on concerns about U.S. debt ceiling and regional banks
April 26, 2023
Tags
GCM23
SIK23
PAM23
From
MarketWatch
Here are the times when buy-the-dip works — and Wednesday fits the criteria
April 26, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
AAPL
CMG
ES00
From
MarketWatch
Gold edges lower as dollar steadies
April 25, 2023
Tags
DXY
PLN23
HGK23
From
MarketWatch
Price of gold edges higher after last week’s retreat below $2,000 an ounce
April 24, 2023
Tags
GC00
PAM23
SIK23
From
MarketWatch
Gold retreats below $2,000 an ounce as Fed officials back another rate hike
April 21, 2023
Tags
GC00
PAM23
GCM23
From
MarketWatch
A Fed pause looms. Be careful what you wish for, say these analysts.
April 21, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
BUD
NQ00
CL/1
From
MarketWatch
‘Technology and industrials could be vulnerable to a 20% to 40% correction.’ Why this veteran trader likes oil and retail stocks now.
April 20, 2023
Tickers
APA
BAX
DVN
HOG
Tags
SPX
HOG
APA
From
MarketWatch
Inflation protection for your portfolio? This fund has an allocation strategy that can work to your advantage.
April 20, 2023
Tickers
EINC
GDX
IGF
MOO
Tags
XLE
GC00
VNQ
From
MarketWatch
Gold holds above $2,000 as rally stalls
April 20, 2023
Tags
SI00
HGK23
PLN23
From
MarketWatch
These five synchronized assets are pointing to a ‘black swan event,’ says market veteran
April 20, 2023
Tickers
AAPL
ADBE
AMC
AXP
Tags
SPX
AAPL
RIVN
From
MarketWatch
Gold sinks below $2,000 as stronger U.S. dollar weighs on precious metals
April 19, 2023
Tags
HGK23
SI00
GCM23
From
MarketWatch
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