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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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)
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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
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
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Latest News about GCM23
Recent news which mentions GCM23
Why gold still has a shot to reach a record high this year
May 26, 2023
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Gold edges higher after seeing 9-week low as traders hope for U.S. debt-ceiling deal
May 26, 2023
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Could bitcoin and gold be haven buys as debt-ceiling fears mount? Here’s what recent trading patterns suggest.
May 25, 2023
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Gold on track to fall for fourth day as strong dollar weighs
May 25, 2023
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Gold inches higher after streak of losses as U.S. debt-ceiling impasse boosts demand
May 24, 2023
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Investors should put more money in gold and cash as rally in stocks won’t last, top JPMorgan analyst says
May 23, 2023
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Gold continues to retreat, driven by rising U.S. dollar
May 23, 2023
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Gold retreats, adding to losses from worst week since February
May 22, 2023
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Gold’s drop under $2,000 is a buying opportunity, say UBS and other analysts
May 19, 2023
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Gold edges higher after sliding to 7-week low
May 19, 2023
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Gold on track for worst week since February as dollar rises and U.S. debt-ceiling deal looks ‘doable’
May 18, 2023
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Gold falls further below $2,000 an ounce
May 17, 2023
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Gold retreats as rally’s momentum wanes
May 16, 2023
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Gold adds to last week’s losses as traders hope for debt-ceiling resolution
May 15, 2023
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Zimbabwe is launching gold-backed digital tokens: What you need to know
May 15, 2023
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Gold on track to sink for third day as analysts ponder rally’s fate
May 12, 2023
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PAM23
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Gold edges up as U.S. debt-ceiling fight, Fed outlook keep yellow metal elevated
May 11, 2023
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GCM23
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Gold edges higher after U.S. inflation report
May 10, 2023
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MarketWatch
Gold edges up ahead of U.S. inflation report due Wednesday
May 09, 2023
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PLN23
SI00
HGN23
From
MarketWatch
Gold prices climb, building on last week’s advance
May 08, 2023
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GC00
PAM23
SIN23
From
MarketWatch
Gold retreats after touching highest level in nearly 3 years
May 05, 2023
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PLN23
SI00
HGN23
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Gold nears record high amid recession fears, weaker U.S. dollar
May 04, 2023
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PAM23
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GCM23
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Why it’s silver’s time to shine
May 03, 2023
Tickers
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Gold little-changed as traders await Fed rate-hike decision
May 03, 2023
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MarketWatch
Gold ticks higher as traders await Fed meeting
May 02, 2023
Tags
GC00
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From
MarketWatch
Gold, silver climb as JPMorgan wins auction for First Republic business
May 01, 2023
Tickers
JPM
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From
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Gold ends April with little fanfare, but record-high prices may be ‘inevitable’
April 28, 2023
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DXY
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From
MarketWatch
Gold futures slip as U.S. dollar strengthens
April 28, 2023
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PAM23
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From
MarketWatch
Gold prices decline after a weaker-than-expected U.S. GDP reading
April 27, 2023
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From
MarketWatch
Gold edges back above $2,000 an ounce on concerns about U.S. debt ceiling and regional banks
April 26, 2023
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From
MarketWatch
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