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home
about us
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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
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
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Will Gold Soon Be Flippening On US Debt?
July 24, 2025
Tickers
BITCOMP
GLD
Tags
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UUP
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July 23, 2025
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Tags
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July 23, 2025
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Tags
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Stocks And Precious Metals Charts - Have No Fear
July 23, 2025
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Stocks Bounce Back; All Three Major Indexes Log Record Closes
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GLD
OIL
QQQ
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GLD
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Gold Falls Below $3,400 As US–EU Trade Deal Nears Despite U.S. Dollar Weakness
July 23, 2025
Tickers
GLD
Tags
Gold/Precious Metals
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Andrew Hill Investment Advisors Loads Up on 25,219 NVDA Shares in Q2 2025
July 23, 2025
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July 23, 2025
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Tags
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July 23, 2025
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Tags
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July 23, 2025
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Gold Trading Strategy, XAUUSD Analysis & Forecast - Wednesday, July 23
July 23, 2025
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UUP
XAU
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Gold & Silver Rally Again, As The Silver Futures Come Within 30 Cents Of The $40 Level
July 22, 2025
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GLD
SLV
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Tags
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Silver Will Outshine Gold In A 1970s-Like Precious Metals Bull Market
July 22, 2025
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SLV
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July 22, 2025
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July 22, 2025
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July 22, 2025
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GLD
Tags
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Is The Almighty Dollar About To Fall From Grace?
July 22, 2025
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UDN
UUP
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Gold Prices Eye Breakout As U.S.-EU Trade Tensions And Fed Uncertainty Mount
July 22, 2025
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GLD
Tags
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Gold And Silver Soar Amid Dollar Selloff
July 22, 2025
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July 22, 2025
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July 22, 2025
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Gold Analysis: Eyes $3,500 As Bullish Momentum Strengthens
July 22, 2025
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Tags
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Gold/Precious Metals
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From
TalkMarkets
Gold Stalls Despite Elevated Trade Tensions And Rising Concerns Over Fed Independence
July 22, 2025
Tickers
GLD
Tags
Market News
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July 22, 2025
Tickers
AEM
BAR
GLD
GLDM
Tags
Benzinga
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IAU
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