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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
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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
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38% Plunge In Gold Prices Over The Next 5 Years, Predicts Analyst: 'Be Careful Not To Project Current Spot Prices Unto Eternity'
March 31, 2025
Tickers
GOLD
NEWS
Tags
Benzinga
Stories That Matter
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From
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Gold Surges Past $3,100 As Tariff Uncertainty Sets Silver Ratio Trade
March 31, 2025
Tickers
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GLD
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Tags
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March 30, 2025
Tags
asset allocation
gold
energy
From
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March 29, 2025
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Tags
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March 28, 2025
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DE
GOLD
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Tags
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March 28, 2025
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Tags
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Smart Money Is Betting Big In GOLD Options
March 27, 2025
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Tags
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Gold M&A Deals Are Accelerating, But Average Deals Are Smaller, Research Shows
March 26, 2025
Tickers
AU
BAR
GLD
GLDM
Tags
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Australia
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Sandstorm Gold Shares Are Up Today: What's Going On?
March 25, 2025
Tickers
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Tags
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Bear Market in Diversification Eases as Investors Seek Alternative Assets
March 22, 2025
Tickers
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Tags
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Gold Nears $3,100 Mark As US Accelerates Repatriation Amid Tariff Fears, Possibility Of An Audit
March 21, 2025
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QQQ
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Tags
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Bitcoin's Recent Struggles Aside, Gold Hit A New All-Time High Shining A Bright Spotlight On These Precious Metal Cryptos That Rocked In 2025
March 20, 2025
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Barrick Gold's Options Frenzy: What You Need to Know
March 19, 2025
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Calibre Mining's Largest Shareholder Opposes Equinox's $1.8 Billion Acquisition
March 19, 2025
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EXCLUSIVE: Expert Sees Gold At $3,500 As Rally Picks Up Steam, 'Diversification Without Sacrificing Growth' She Says
March 18, 2025
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GLDM
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March 17, 2025
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USD-BITSTAMP
Tags
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This Is What Whales Are Betting On Barrick Gold
March 17, 2025
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Tags
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March 17, 2025
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Tags
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Safe Haven Amidst Volatility? Gold Tops $3000 As Market Corrects But It Tends To See 'Painful Drawdowns After Periods Of Sharp Gains,' Says Expert
March 17, 2025
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QQQ
Tags
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March 16, 2025
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March 14, 2025
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Gold ETFs Shine As Spot Price Tops $3,000 During Safe-Haven Demand
March 14, 2025
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Gold Breaches $3,000 Mark On Market Turbulence And Fed Signals
March 14, 2025
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BTG
FNV
GDX
GDXJ
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GDXJ
FNV
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Benzinga
Gold Hits Record Highs As Trade War Fears Fuel Safe-Haven Demand: Mining Stocks Soar
March 13, 2025
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ECON
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GDX
Tags
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Benzinga
Options Corner: Surging Precious Metals Demand Could Lift Lagging Barrick Gold
March 12, 2025
Tickers
GOLD
Tags
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Stories That Matter
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Benzinga
Check Out What Whales Are Doing With GOLD
March 11, 2025
Tickers
GOLD
Tags
Benzinga
GOLD
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From
Benzinga
Bitcoin, Dogecoin Bled But These Gold-Backed Cryptos Preserved Investors' Wealth Last Week
March 10, 2025
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BITCOMP
BTC
GOLD
NEWS
Tags
$SHIB
Market News
$ETH
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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
March 08, 2025
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ACN
AGI
AI
GOLD
Tags
AGI
O
AI
From
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