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about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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Event Schedule
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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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Gold trounced treasuries, dollar, but biggest precious metals bull market trade may be moving
June 17, 2025
Tickers
GOLD
Tags
Gold mining and refining
Investment strategy
US: News
From
CNBC.com News
These 3 Gold Stocks Have Rocketed 50%, Thanks To A Floundering Dollar
June 17, 2025
Tickers
AEM
GOLD
NEM
USDOLLAR
Tags
gold prices
Market News
Gold
From
Benzinga
Barrick's Top Gold Mine Placed Under State Control
June 17, 2025
Tickers
B
GOLD
NEWS
Tags
Emerging Markets
Government
Benzinga
From
Benzinga
CNBC Daily Open: Iran's desire for a ceasefire lifts U.S. markets, but could be one-sided
June 17, 2025
Tickers
GOLD
Tags
Europe Markets
EMEA
Foreign policy
From
CNBC.com News
Gold outshines Treasurys, yen and Swiss franc as the ultimate safe haven
June 17, 2025
Tickers
GOLD
Tags
Swiss Franc
Treasurys
Precious Metals and Minerals Mining
From
CNBC.com News
CNBC Daily Open: The Israel-Iran conflict continues but markets seem unfazed
June 16, 2025
Tickers
GOLD
Tags
World Markets
Markets
Nippon Steel Corp
From
CNBC.com News
CNBC Daily Open: Financial markets seem to find their footing after digesting Israeli strikes
June 16, 2025
Tickers
GOLD
Tags
Daily Open
Market Outlook
World Markets
From
CNBC.com News
CNBC Daily Open: Israel's conflict with Iran sends tremors through markets
June 15, 2025
Tickers
GOLD
Tags
Wars and Military Conflicts
EMEA
Asia Markets
From
CNBC.com News
Soft Inflation Data Meets Middle East Turmoil: This Week In Markets
June 13, 2025
Tickers
ECON
GOLD
ORCL
VOO
Tags
Top Stories
Broad U/S/ Equity ETFs
Donald Trump
From
Benzinga
Gold's Biggest Boom In Decades—And Investors Are Still Missing Out
June 13, 2025
Tickers
ECON
GLD
GOLD
Tags
Benzinga
Economics
israel
From
Benzinga
Mike Novogratz Says Bitcoin Could Reach $1 Million As BlackRock's Larry Fink Pushes BTC Adoption, Gold Gets Replaced: 'A Ball Rolling Downhill'
June 13, 2025
Tickers
BITCOMP
GOLD
NEWS
USD-BITSTAMP
Tags
News
$BTC
Bitcoin
From
Benzinga
Safe haven rush begins after Israel strikes Iran
June 13, 2025
Tickers
GOLD
Tags
Politics
Oil and Gas
Gold
From
CNBC.com News
Gold-Backed Cryptos Surge As Israel-Iran Tensions Ignite Safe-Haven Rush — Coins Linked To Tether, PAX Top 30% YTD, Outshine Bitcoin
June 13, 2025
Tickers
BITCOMP
GOLD
NEWS
PAX
Tags
Markets
Trading Ideas
$BTC
From
Benzinga
Gold Surpasses Euro To Become Second-Largest Reserve Asset, Still Far Behind Dollar, ECB Says
June 12, 2025
Tickers
BAR
EUO
EURO
FXA
Tags
Markets
News
Gold
From
Benzinga
Is The US Secretly Hoarding Gold? Expert Says 'Do It First, Tell the World After'
June 11, 2025
Tickers
ECON
GLD
GOLD
Tags
Gold
Stories That Matter
Large Cap
From
Benzinga
Gold is now the world's second-largest reserve asset — but central bank appetite is waning
June 11, 2025
Tickers
GOLD
Tags
Breaking News: Markets
World News
Europe Markets
From
CNBC.com News
Silver Supercycle: 'You Never Have Enough Of It,' Hedge Fund Analyst Says As $50 Level Looms
June 09, 2025
Tickers
GLD
GOLD
SILVER
SLV
Tags
Gold
Stories That Matter
Benzinga
From
Benzinga
Kentucky Rep Pushes Bill To Audit U.S. Gold Reserves
June 09, 2025
Tickers
GOLD
Tags
Market News
Commodities
Donald Trump
From
Benzinga
Global Gold Supply To Grow 1% In 2025, Report Shows
June 07, 2025
Tickers
GLD
GOLD
Tags
Benzinga
Gold
Markets
From
Benzinga
US Dollar On Track For Its Worst 30-Year Performance Under Trump In 2025: Analyst Warns Of 'Far-Reaching' Implications
June 04, 2025
Tickers
GOLD
QQQ
SPY
USD
Tags
Forex
Benzinga
Gold
From
Benzinga
EXCLUSIVE: Gold's 27% YTD Rally Is Supercharging Miners — But There's A Big 'If'
June 03, 2025
Tickers
GDX
GLD
GOLD
Tags
top stories
Stories That Matter
Gold
From
Benzinga
3 Gold Alternatives Set To Soar Next
June 02, 2025
Tickers
B
FCX
GOLD
RIO
Tags
Benzinga
RIO
Opinion
From
Benzinga
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Chipotle Mexican Grill (CMG)
Howard Hughes Holdings (HHH)
Hilton (HLT)
From
Stock Gumshoe
Michael Saylor Says Bitcoin Is 'Engineered To Outperfom' And 'Going To Go Faster Than Gold:' Peter Schiff Says 'He Still Refuses To Debate...'
May 30, 2025
Tickers
BITCOMP
DJT
GOLD
MSTR
Tags
Gold
bitcoin
Benzinga
From
Benzinga
Chamath Palihapitiya Says This Old-Fashioned Asset Is Among 'Safe' Trades If The Possibility Of Quantum Computing Cracking Bitcoin Is Even 'Remotely True'
May 29, 2025
Tickers
BITCOMP
GOLD
NEWS
QUBT
Tags
Bitcoin
Quantum Computing
QUBT
From
Benzinga
Gold ETF Bleeds Money At Fastest Pace In 3 Years — Is The Safe-Haven Trade Over?
May 28, 2025
Tickers
GLD
GOLD
SPY
TLT
Tags
Treasuries
TLT
Broad U/S/ Equity ETFs
From
Benzinga
Gold Demand Holds Firm As Dollar Confidence Wavers
May 27, 2025
Tickers
GLD
GOLD
Tags
Markets
Commodities
Top Stories
From
Benzinga
Bitcoin Setup 'Exact Same' Like Gold's 1657% Explosion During 1970s, Says Seasoned Trader, But Critics Have Something To Add
May 27, 2025
Tickers
BITCOMP
GOLD
NEWS
USD-BITSTAMP
Tags
Bitcoin
Market News
Cryptocurrency
From
Benzinga
The ultra-rich are increasingly parking their gold in Singapore as global risks and Trump volatility mount
May 26, 2025
Tickers
GOLD
SILVER
Tags
Breaking News: Economy
Economy
Asia News
From
CNBC.com News
Donald Trump's EU Tariff Delay Will See 'Profit Booking In Gold:' 'This Is The Beginning Of A Currency War, Which Will Eventually Affect Gold...'
May 26, 2025
Tickers
GOLD
NEWS
QQQ
SPY
Tags
Gold
Economics
Benzinga
From
Benzinga
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