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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
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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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TAF
Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Costco's Slim Markups Turned 1-Ounce Bars Into Instant Deals — And Sparked A $30,000 Shopping Spree For One Nervous Investor
April 24, 2025
Tickers
COST
GLD
GOLD
Tags
Costco
Commodities
Market News
From
Benzinga
Newmont Reports Strong Q1 Earnings, Reaffirms Full-Year Guidance
April 24, 2025
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GOLD
NEM
NEWS
Tags
Earnings
Guidance
Gold
From
Benzinga
Why gold became the safe haven of choice as U.S. Treasurys and dollar sold off
April 24, 2025
Tickers
GOLD
Tags
Breaking News: Markets
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CNBC.com News
Why Gold Miner Stocks Plunged Today on a Great day for the Markets
April 23, 2025
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AU
GFI
GOLD
NEM
Tags
Market News
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NEM
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Motley Fool
Why Barrick Gold Stock Is Trading Lower
April 23, 2025
Tickers
GDX
GOLD
NEWS
Tags
GOLD
why it's moving
Benzinga
From
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Stocks Surge On China Tariff Hopes, Tesla Jumps, Gold Loses Shine: What's Driving Markets Wednesday?
April 23, 2025
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ALK
APH
AVY
BA
Tags
ODFL
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TSLA
From
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Bitcoin Reclaims Spotlight While Gold Loses Luster: The Safe Haven Standoff Continues
April 23, 2025
Tickers
BITCOMP
BTC
GOLD
USD-BITSTAMP
Tags
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$BTC
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Golden Cross Glitter: Newmont Q1 Earnings Loom As Technicals Shine
April 23, 2025
Tickers
GOLD
NEM
Tags
Technicals
Market News
Gold Miners
From
Benzinga
Barrick's Canadian Exit Opens The Doors For US Redomiciliation
April 23, 2025
Tickers
GOLD
NEWS
Tags
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Benzinga
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Gold Miners Surge 50% Year To Date As Record Bullion Prices Drive Optimism Ahead Of Earnings
April 22, 2025
Tickers
AEM
ECON
GDX
GOLD
Tags
GOLD
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April 22, 2025
Tickers
EQX
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Tags
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April 22, 2025
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Gold Is Up 30% Year To Date But 'Could Be Ripe For A Correction': Analyst
April 22, 2025
Tickers
GLD
GOLD
Tags
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April 22, 2025
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Tags
NG
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Jim Cramer: Simon Property Is A 'Terrific' Company, Says Don't Sell CarMax
April 22, 2025
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GE
GOLD
KMX
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April 22, 2025
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NEWS
Tags
Benzinga
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Gold Prices Shatter Records Again
April 21, 2025
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April 21, 2025
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AGI
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Tags
Benzinga
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China's Central Bank's Gold Stash Spikes To 2,292 Tonnes And Beijing Is Still Buying
April 20, 2025
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ASIA
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FGDL
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Tags
Benzinga
GDXJ
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April 18, 2025
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GOLD
JOBS
NEWS
Tags
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April 18, 2025
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April 17, 2025
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Gold Nears $3,400 Mark, Experts Point To Likely 'Correction' Amid Bull Market: 'Rates Will Drop Like Rock'
April 17, 2025
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BAR
DBP
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Tags
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April 16, 2025
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Tags
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