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about us
Investment Approach
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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
FIP
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
Bond Fund Seminar
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Gold: Fakeout or generational buying opportunity?
August 24, 2024
Tags
gold
From
Humble Student of the Markets
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Wheaton Precious Metals (WPM)
Seabridge Gold (SA SEA/TO)
From
Stock Gumshoe
Fed's Powell Hints At Policy Shifts, Dollar Plunges, Gold Rallies As Investors Flock To Rate-Cut Winners: This Week In The Markets
August 23, 2024
Tickers
BA
ECON
EVS
F
Tags
Inflation
Stories That Matter
Tech
From
Benzinga
Powell Jackson Hole Hopium Is At Hand, Nvidia Hopium Is Ahead, Carry Trade Risk
August 23, 2024
Tickers
AAPL
AMZN
GLD
GOLD
Tags
GOOG
SLV
Oil
From
Benzinga
CNBC Daily Open: Stocks slide ahead of Powell's speech
August 23, 2024
Tickers
GOLD
Tags
Stock indices and averages
Autos
Uber Technologies Inc
From
CNBC.com News
Former Trump Aide Anthony Scaramucci Believes Bitcoin Could Still Hit $100K: 'It's A Future Store Of Value'
August 22, 2024
Tickers
BITCOMP
GOLD
IBIT
NEWS
Tags
Markets
Bitcoin
$BTC
From
Benzinga
Gold ETF Inflows and Central Banks Push Metal to New Highs
August 22, 2024
Tickers
GOLD
SGDJ
SGDM
Tags
Sprott
SGDM
Gold
From
ETF Trends
Expert Predicts Gold To Be 'Very Positive' For Next 18 Months: 'A Whole New Source Of Madness Coming In'
August 22, 2024
Tickers
GLDM
GOLD
IAU
IAUM
Tags
Market News
IAU
Stories That Matter
From
Benzinga
Collective Mining Strikes Gold With Drilling Results, Expands Guayabales Project
August 21, 2024
Tickers
CNL
GOLD
NEWS
Tags
Benzinga
Gold
Stories That Matter
From
Benzinga
Nvidia Fever Stops Rising, Target Shows Consumer Resilient, Annual Jobs Revision May Move Markets
August 21, 2024
Tickers
AAPL
AMZN
GLD
GOLD
Tags
GLD
QQQ
SPY
From
Benzinga
A Bar Of Pure Gold Is Now Worth $1 Million: What Can It Buy You?
August 20, 2024
Tickers
AAPL
AMZN
COST
ECON
Tags
META
$BTC
Econ #s
From
Benzinga
Nvidia Earnings And Jackson Hole Hopium Driving Stock Market Higher But Market Is Overbought
August 20, 2024
Tickers
AAPL
AMZN
GLD
GOLD
Tags
GOOG
Oil
SLV
From
Benzinga
Confluence of Factors Push Gold to Record Highs
August 20, 2024
Tickers
GOLD
SGDJ
SGDM
Tags
Gold/Silver/Critical Minerals Channel
Gold Miners
gold & silver investng channel
From
ETF Trends
Gold 'Is Getting Its Moment In The Sun' And Experts Say The Record High Prices Could Climb Even Higher: Here's The Case For Even More Glittering Gains
August 20, 2024
Tickers
AEM
GDX
GLDM
GOLD
Tags
GOLD
Markets
Commodities
From
Benzinga
Gold Reaches Historic Milestone: A Single Bar Now Worth $1 Million
August 19, 2024
Tickers
GOLD
NEWS
Tags
33
News
gold
From
Wall Street Pit
Market Whales and Their Recent Bets on GOLD Options
August 19, 2024
Tickers
GOLD
Tags
GOLD
Markets
Benzinga
From
Benzinga
Gold Nears Record Highs Amid Geopolitical Uncertainty And Fed Speculations
August 19, 2024
Tickers
GOLD
Tags
Commodities
contributors
Expert Ideas
From
Benzinga
Gold set for fresh highs ahead of Fed rate decision — analysts see prices at $3,000 by next year
August 19, 2024
Tickers
GOLD
Tags
Futures & Commodities
Gold
Gold Overview
From
CNBC.com News
Gold Mining M&A Heats Up As Rising Metal Prices Boost Cash
August 16, 2024
Tickers
AEM
AGI
COPPER
GDX
Tags
OBNNF
Market News
GDX
From
Benzinga
Gold Prices Hit All-Time Highs Of $2,500 As Traders Jump On Rate-Cut Train: Mining Stocks On The Move Friday
August 16, 2024
Tickers
CDE
ECON
EMR
EQX
Tags
Federal Reserve
Gold
Stories That Matter
From
Benzinga
Peter Schiff Highlights Bitcoin's Break From Risk Assets: Does This Data Concur With Him?
August 16, 2024
Tickers
BITCOMP
GOLD
NEWS
USD-BITSTAMP
Tags
Markets
$BTC
News
From
Benzinga
Barrick Gold Unusual Options Activity
August 15, 2024
Tickers
GOLD
Tags
GOLD
Markets
Benzinga
From
Benzinga
3 Rebounding Undervalued Stocks to Buy Before They Soar
August 15, 2024
Tickers
DG
GOLD
VZ
Tags
GOLD
DG
Stocks to Buy
From
InvestorPlace
A 1.8% Rally In Gold On Monday Pushes Prices Near Record Peaks Amid Economic Uncertainty
August 14, 2024
Tickers
GOLD
Tags
Market News
contributors
Commodities
From
Benzinga
Nvidia Position Building Ahead Of Earnings, CPI Dampens Super Bullish Stock Market Hopium
August 14, 2024
Tickers
AAPL
AMZN
GLD
GOLD
Tags
NVDA
GOOG
Trading Ideas
From
Benzinga
3 Stocks to Buy Before the Fed Starts Aggressive Rate Cuts
August 14, 2024
Tickers
GOLD
OXY
TGT
Tags
Stocks to Buy
TGT
Market News
From
InvestorPlace
3 Blue-Chip Stocks to Buy for 100% Returns in the Next 24 Months
August 14, 2024
Tickers
GOLD
TGT
VALE
Tags
VALE
GOLD
NYSE:GOLD,NYSE:TGT,NYSE:VALE
From
InvestorPlace
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