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home
about us
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Total Asset Value (TAV)
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Latest News about GCZ23
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Here’s why bitcoin and gold are both in rally mode approaching year-end
December 04, 2023
Tickers
BITCOMP
COMP
DJIA
SPX
Tags
GC00
SPX
COMP
From
MarketWatch
Gold prices top $2,000 an ounce, on track for highest finish since July
November 21, 2023
Tags
GC00
GCZ23
From
MarketWatch
Gold futures eye highest finish in a week after U.S. inflation data
November 14, 2023
Tags
GCZ23
BX:TMUBMUSD10Y
DXY
From
MarketWatch
Gold touches lowest price in nearly 3 weeks
November 07, 2023
Tags
GCZ23
GC00
From
MarketWatch
Why the Fed’s decision to hold rates steady could lift gold back above $2,000
November 02, 2023
Tickers
BAR
Tags
GCZ23
BX:TMUBMUSD10Y
GC00
From
MarketWatch
Gold looks to settle above $2,000, at highest since end of July
October 30, 2023
Tags
GCZ23
GC00
From
MarketWatch
Gold prices top $2,000 intraday for the first time since early August
October 20, 2023
Tags
GCZ23
BX:TMUBMUSD10Y
GC00
From
MarketWatch
Why gold prices are up as investors look to Powell’s remarks for hints on the outlook for interest rates
October 19, 2023
Tags
GC00
GCZ23
From
MarketWatch
Gold’s surge beats stocks over the past year as Israel-Hamas war drives bids
October 18, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
GCZ23
DJIA
From
MarketWatch
Haven demand unlikely to lift gold prices to record, analysts say
October 16, 2023
Tags
GCZ23
GC00
From
MarketWatch
Investors flock to safe-haven gold, sharply lifting prices for the metal to their highest in nearly 3 weeks
October 13, 2023
Tags
GCZ23
GC00
From
MarketWatch
Gold and miners are tumbling because bond yields and other drivers ‘are all headed in the wrong direction’
October 04, 2023
Tickers
GLD
GOLD
XAU
Tags
GC00
DXY
XAU
From
MarketWatch
Gold appears headed for a ‘death cross’ just 5 months after teasing record highs
October 02, 2023
Tags
GC00
DXY
GCZ23
From
MarketWatch
A surging U.S. dollar pressures gold to a nearly 6-month low
September 27, 2023
Tickers
SPX
Tags
DXY
GC00
SPX
From
MarketWatch
Gold prices slightly higher after worst day in nearly two months
September 22, 2023
Tags
SIZ23
GCZ23
SI00
From
MarketWatch
Gold falls as U.S. dollar surges to 6-month high
September 21, 2023
Tags
SIZ23
DXY
PAZ23
From
MarketWatch
Gold prices climb for fifth day as traders await Fed decision
September 20, 2023
Tags
GC00
PLV23
PAZ23
From
MarketWatch
Gold ticks higher as traders await Fed meeting
September 19, 2023
Tags
GC00
SIZ23
GCZ23
From
MarketWatch
Gold prices tick higher as September Fed meeting looms
September 18, 2023
Tags
SIZ23
HGZ23
PAZ23
From
MarketWatch
Gold trades lower, but trims losses after ‘dovish’ ECB rate hike
September 14, 2023
Tags
SIZ23
GCZ23
HGZ23
From
MarketWatch
Here’s what the gold-silver price ratio tells us about silver
September 13, 2023
Tickers
EQX
Tags
DXY
SI00
EQX
From
MarketWatch
Gold slides as traders await inflation report
September 13, 2023
Tags
GCZ23
BX:TMUBMUSD10Y
PLV23
From
MarketWatch
Gold prices slide as U.S. dollar climbs ahead of August inflation report
September 12, 2023
Tags
SIZ23
GCZ23
PAZ23
From
MarketWatch
Gold gains ground as dollar retreats ahead of key inflation reading
September 11, 2023
Tags
USDJPY
GC00
DXY
From
MarketWatch
Gold heads for weekly decline amid rising yields, dollar
September 08, 2023
Tags
GC00
GCZ23
SIZ23
From
MarketWatch
Gold steadies ahead of U.S. data
September 07, 2023
Tags
GCZ23
GC00
From
MarketWatch
Gold steady after pulling back in face of stronger dollar
September 06, 2023
Tags
GC00
DXY
GCZ23
From
MarketWatch
Gold loses ground as dollar strengthens on downbeat global data
September 05, 2023
Tags
SIZ23
GCZ23
DXY
From
MarketWatch
Gold ticks higher ahead of August jobs report
September 01, 2023
Tags
SIZ23
GCZ23
GC00
From
MarketWatch
Gold attempts to hold ground ahead of PCE inflation reading
August 31, 2023
Tags
GC00
SIZ23
GCZ23
From
MarketWatch
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