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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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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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Silver Is The New AI Play – Trader Magnet Is Much Higher, Fed Week
September 16, 2024
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AI
AMZN
FSLR
Tags
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September 14, 2024
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September 13, 2024
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Tags
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September 13, 2024
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GDX
GM
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Bitcoin Decouples From Gold: 'Investors Leaning Towards Traditional Safe-Haven Assets,' CryptoQuant Signals
September 13, 2024
Tickers
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GOLD
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USD-BITSTAMP
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Gold Breaks To A New High And Can Go Much Higher, Stocks And Gold Running On 50 BPS Cut
September 13, 2024
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AMZN
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Gold Sets A New Record As Prices Rise Higher
September 13, 2024
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Markets
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From
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Barrick To Complete Feasibility Study For Lumwana Mine Expansion, Start Construction In 2025
September 13, 2024
Tickers
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Tags
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Market News
From
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Gold Miners Eye Best 1-Day Rally In 6 Months As Gold Hits Fresh Record Highs: 'Today's Environment Closely Resembles The 1970s'
September 12, 2024
Tickers
AG
BTG
CDE
ECON
Tags
CDE
GDX
ETFs
From
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Human-Like Reasoning 'Strawberry' Ahead, Aggressive Nvidia Buying, Hotter Inflation Data
September 12, 2024
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AMAT
AMD
AMZN
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SLV
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From
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Chifeng Jilong Hitches A Ride On Market Gold Rush
September 11, 2024
Tickers
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Benzinga
From
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Hotter Core CPI Upsets Stock Market Bulls' Hopium, Buying Ahead Of Nvidia's Jensen Huang Speech
September 11, 2024
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AI
AMZN
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USO
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From
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ETF Prime: Islam on Gold Flows, Spot Ether & More
September 10, 2024
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From
ETF Trends
AngloGold Ashanti To Acquire Centamin For $2.5B To Become Fourth Largest Gold Producer
September 10, 2024
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CELTF
GOLD
NEWS
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From
Benzinga
Investors Pin Hope On Apple Intelligence, Short Squeeze And Weaker Yen Drive Stock Market Higher
September 09, 2024
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AMZN
GLD
Tags
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From
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Why This Dakota Gold Analyst Believes JB Gold Zone Will Be The 'Main Valuation Driver'
September 06, 2024
Tickers
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GOLD
Tags
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Why Now & How: 3 ETF Ways to Access Gold Ahead of Rate Move
September 06, 2024
Tickers
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CORN
DBA
GLDM
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TAGS
WEAT
From
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Peter Schiff Takes A Jab At Investors For Choosing Bitcoin ETF Over Gold ETF, Says They 'Bet On The Wrong Horse'
September 05, 2024
Tickers
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FBTC
GLD
Tags
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Peter Schiff
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Nvidia Beaten By Clorox, Mother Of All Reports Ahead
September 05, 2024
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AMZN
CLX
GLD
Tags
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Allied Gold Announces An Agreement With Malian Junta, Shares Dip
September 05, 2024
Tickers
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IAG
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Tags
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From
Benzinga
Stocks Rebound, Chipmakers Halt Bloodbath As Traders Upgrade Rate Cut Wagers; Tesla Rises, Dollar Tree In Free Fall: What's Driving Markets Wednesday?
September 04, 2024
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ASML
CASY
CIEN
CPRT
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Stories That Matter
DLTR
From
Benzinga
Coca-Cola Hits All Time New High As Nvidia Loses $279B, Jolts And Beige Book Ahead
September 04, 2024
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AAPL
AMZN
GOLD
GOOG
Tags
AMZN
NVDA
META
From
Benzinga
Barrick Gold Unusual Options Activity For September 03
September 03, 2024
Tickers
GOLD
Tags
BZI/UOA
Markets
Options
From
Benzinga
Gold Shines Bright: Goldman Sachs Urges Investors to “Go for Gold”
September 03, 2024
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GOLD
NEWS
Tags
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News
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From
Wall Street Pit
Looming Rate Cuts Can Keep Gold Bullish
September 03, 2024
Tickers
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PHYS
SGDM
Tags
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gold/silver/critical minerals channel
Gold Miners
From
ETF Trends
Here Is What Not To Do When Investing In AI, ISM Ahead
September 03, 2024
Tickers
AAPL
AI
AMZN
GLD
Tags
Tech
Gold
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From
Benzinga
Patriots Helping Patriots Invite Financial Expert Terry Sacka on To Explain the Rigged System
September 03, 2024
Tickers
GOLD
SILVER
Tags
Patriot
Florida
Society
From
PRLog
Goldman Sachs Bullish On Gold: Wall Street Giant Targets $2,700 By Early 2025, Driven By Geopolitical Risks, Fed Rate Cuts
September 03, 2024
Tickers
ECON
GLD
GOLD
QQQ
Tags
Tech
Benzinga
Market News
From
Benzinga
Peter Schiff Highlights Bitcoin's Underwhelming Performance Against Gold In The Past 6 Months: 'The Momentum Has Flipped'
September 01, 2024
Tickers
BITCOMP
GOLD
NEWS
USD-BITSTAMP
Tags
$BTC
News
Bitcoin
From
Benzinga
Mohamed El-Erian Says While Most Assets Recovered After A 'Shaky Start' In August, Bitcoin Was Among The Exceptions
September 01, 2024
Tickers
BITCOMP
GOLD
IBIT
NEWS
Tags
IBIT
News
$BTC
From
Benzinga
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