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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
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Sample Portfolio
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
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Smart Money Is Betting Big In GOLD Options
March 06, 2025
Tickers
GOLD
Tags
Options
Market News
BZI/UOA
From
Benzinga
South Korea's mint is grappling with a gold bar shortage as supply constraints bite
March 06, 2025
Tickers
GOLD
Tags
Asia Economy
Precious Metals and Minerals Mining
Gold
From
CNBC.com News
A golden opportunity
March 04, 2025
Tags
gold
From
Humble Student of the Markets
CNBC Daily Open: Markets rocked as Nvidia slumps and Trump confirms tariffs
February 28, 2025
Tickers
GOLD
Tags
Europe Markets
NVIDIA Corp
AI / Artificial Intelligence
From
CNBC.com News
America's appetite for gold is 'sucking' bullion out of other countries
February 27, 2025
Tickers
GOLD
Tags
Economy
Gold
Metal Commodities
From
CNBC.com News
Gold is hot — but a classic Warren Buffett rule suggests caution, advisor says
February 25, 2025
Tickers
GOLD
Tags
Exchange/traded funds
Personal Finance
Metal Commodities
From
CNBC.com News
Equinox Gold Buys Calibre Mining For $1.8 Billion, Creating Canada's Second-Largest Gold Producer
February 25, 2025
Tickers
CXBMF
EQX
GOLD
NEWS
Tags
Legal
Mergers
Trading Ideas
From
Benzinga
Bitcoin Is Struggling In 2025 As Gold Clocks New All-Time High But Here Is The Full Picture
February 25, 2025
Tickers
BITCOMP
BTC
GLD
GOLD
Tags
Bitcoin
News
$BTC
From
Benzinga
Gold Rush 2.0? Here's How To Play The New Bull Market
February 21, 2025
Tickers
AU
GFI
GOLD
RING
Tags
Commodities
RING
Market News
From
Benzinga
Trump Plans Fort Knox Gold Inspection As Prices Soar Past $2,940: 'If The Gold Isn't There...'
February 21, 2025
Tickers
GOLD
NEWS
Tags
Market News
News
Commodities
From
Benzinga
Gold Is An 'Essential Component' Of Portfolio, Says Expert As It Nears $3000 While Trump, Musk Suggest Fort Knox Inspection Amid The Surge
February 21, 2025
Tickers
GOLD
NEWS
QQQ
SPY
Tags
Gold
Benzinga
Government
From
Benzinga
Barrick Nears Malian Resolution, Completes Feasibility Studies For Two World-Class Projects
February 20, 2025
Tickers
GOLD
NEWS
Tags
Benzinga
Stories That Matter
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From
Benzinga
Bitcoin 'Early In Bull Market,' Can Compete With Gold ETFs, Blockstream CEO Says
February 19, 2025
Tickers
BITCOMP
GOLD
NEWS
USD-BITSTAMP
Tags
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$SHIB
From
Benzinga
Peter Schiff Warns S&P 500's Rally Is An Illusion, Down 57% When Measured In 'Real Money'
February 18, 2025
Tickers
GOLD
NEWS
SPY
Tags
Benzinga
Markets
Gold
From
Benzinga
Trump's Treasury Secretary Eyes $750 Billion 'Gold Windfall'—But Could Selling Reserves Crash the Market?
February 18, 2025
Tickers
GOLD
NEWS
Tags
news access
News
Gold
From
Benzinga
Gold Soars as 'Trump Trade' of 2025: What Investors Should Know
February 17, 2025
Tickers
GDX
GLD
GOLD
IAU
Tags
Trading Ideas
GOLD
Markets
From
Benzinga
What the surge in gold tells us about the stock market
February 15, 2025
Tags
asset allocation
gold
From
Humble Student of the Markets
Agnico Eagle Reports Outstanding 2024, Eliminates Debt But Holds On Dividend Increase
February 14, 2025
Tickers
AEM
GOLD
NEWS
Tags
Top Stories
News
Commodities
From
Benzinga
Kinross Gold Delivers Record-Breaking 2024, Reaffirms Stable Production Output
February 13, 2025
Tickers
GOLD
KGC
NEWS
Tags
KGC
Commodities
Top Stories
From
Benzinga
Barrick Gold (GOLD) Q4 2024 Earnings Call Transcript
February 12, 2025
Tickers
GOLD
Tags
Market News
Recent Press Releases
GOLD
From
Motley Fool
Barrick Gold Shares Gain After Q4 Earnings And New $1 Billion Buyback Program
February 12, 2025
Tickers
GOLD
NEWS
Tags
Movers
Market News
News
From
Benzinga
Barrick Gold Unusual Options Activity
February 12, 2025
Tickers
GOLD
Tags
BZI/UOA
Market News
Options
From
Benzinga
Inflation's Second-Wave Fears And Budget Deficits Support Gold's Record Pace
February 12, 2025
Tickers
GOLD
NEWS
Tags
Markets
Commodities
News
From
Benzinga
Barrick Gold Q4: Higher Realized Gold Prices, Revenue Miss, New Stock Buyback And More
February 12, 2025
Tickers
GDX
GOLD
NEWS
SGDM
Tags
GDX
Movers
Equities
From
Benzinga
Geopolitics And Resource Nationalism Are Choking The Commodity Supply
February 12, 2025
Tickers
FQVLF
GOLD
NEWS
Tags
Market News
Media
Gold
From
Benzinga
Earnings Scheduled For February 12, 2025
February 12, 2025
Tickers
ACRE
ADN
AEIS
AEMD
Tags
R
Earnings
SPTN
From
Benzinga
Gold Nears $3,000 But Miners Struggle As Rising Costs Squeeze Profits
February 11, 2025
Tickers
BAR
GLD
GOLD
NEWS
Tags
Top Stories
BAR
News
From
Benzinga
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