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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
RSVP-Signup Form
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Small Caps Breakout, 85% Probability Of A Rate Cut In September
July 16, 2024
Tickers
AAPL
AMZN
BAC
GOLD
Tags
Market News
NVDA
General
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Gold Nears Record High As Fed Rate Cut Looms
July 16, 2024
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contributors
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July 16, 2024
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July 15, 2024
Tickers
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GOLD
NEWS
SLGGF
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3 Top Stocks to Buy as Gold Prices Rise in July 2024
July 12, 2024
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BAC
GOLD
UBS
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Bitcoin-Critic Peter Schiff Slams Federal Reserve's Inflation Handling, Backs Return To Gold Standard; Krugman Seeks Rate Cuts
July 11, 2024
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GOLD
NEWS
USD-BITSTAMP
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Benzinga
Federal Reserve
bitcoin
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July 11, 2024
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AMZN
ASIA
C
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AAPL
Benzinga
TSLA
From
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Inflation Data Sparks Rush For Gold, Real Estate, Treasuries, Yen: Traders See September Rate Cut As Done Deal
July 11, 2024
Tickers
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ECON
FXY
GLD
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Gold
XHB
Inflation
From
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July 11, 2024
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July 10, 2024
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Gold Prices Rise Amid Anticipation Of Fed Rate Cut
July 10, 2024
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From
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Peter Schiff Calls Upcoming Bitcoin Documentary 'Total Scam,' Calls King Crypto 'Fraud' While Hyping Gold And Silver As Alternatives
July 10, 2024
Tickers
BITCOMP
GOLD
NEWS
SILVER
Tags
Cryptocurrency
Benzinga
bitcoin
From
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Silvercorp's $147M Acquisition Stalls As Lawsuit Challenges Key Ecuadorian Project
July 08, 2024
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COPPER
GOLD
NEWS
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Top Stories
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SVM
From
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July 08, 2024
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AAPL
AMZN
BRK-B
GOLD
Tags
AAPL
Benzinga
TSLA
From
Benzinga
'Rich Dad Poor Dad' Author Robert Kiyosaki Says Charts Indicate 'Biggest Crash In History Coming' — Followed By A Bitcoin Bull Run In Which King Crypto 'Easily' Touches $10M
July 03, 2024
Tickers
AI
BITCOMP
GOLD
NEWS
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Robert Kiyosaki
Cryptocurrency
Benzinga
From
Benzinga
Looking At Barrick Gold's Recent Unusual Options Activity
July 03, 2024
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GOLD
Tags
Markets
Options
GOLD
From
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Arthur Hayes Says 'Bitcoin Is Superior, Whereas Gold Is Inferior' — Here's Why
July 02, 2024
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GOLD
NEWS
USD-BITSTAMP
Tags
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Financial Analyst Terry Sacka AAMS Debates Gold Over Stocks In Current Economic Climate
July 01, 2024
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Investments
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July 01, 2024
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Strong Seasonality For The Next Two Weeks, Blind Money, Relief Rally On Far Right Win In France
July 01, 2024
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CHWY
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NVDA
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Magnificent Seven
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Peter Schiff Says 'Things Will Likely Get Much Worse From Here' For Bitcoin Investors, But 3 BTC Metrics Are Flashing Bullish Signals, According To Expert
June 29, 2024
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BITCOMP
GOLD
NEWS
USD-BITSTAMP
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Huge Post Debate Uncertainty For Investors, New Data On Fed's Favorite Inflation Gauge And Personal Spending
June 28, 2024
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AMZN
GLD
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GOOG
Magnificent Seven
SLV
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Beyond Salares Norte: BMO Upgrades Gold Fields Despite Project Delays
June 26, 2024
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AUMI
GDX
GFI
GOLD
Tags
Gold
Price Target
Top Stories
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Benzinga
Quarter End Window Dressing And Fed's Favorite Inflation Gauge Ahead, Hopes Of Two Rate Cuts In Europe
June 26, 2024
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AAPL
AMZN
GLD
GOLD
Tags
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NVDA
Gold
From
Benzinga
Nvidia Bounces After Touching Mini Support, Wait For Micron Earnings, Airbus Falters
June 25, 2024
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AAPL
AMZN
BA
EADSY
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NVDA
Magnificent Seven
From
Benzinga
Gold Mining Difficulties Warrant Diversification With These ETFs
June 25, 2024
Tickers
GOLD
SGDJ
SGDM
Tags
Sprott
SGDJ
gold/silver/critical minerals channel
From
ETF Trends
Gold Prices Set To Climb To $3,000 On Fed Rate Cuts, Geopolitical Tensions, Bank of America Says
June 24, 2024
Tickers
ECON
GLD
GOLD
Tags
Top Stories
Market News
ETFs
From
Benzinga
Why the November election matters to gold
June 22, 2024
Tags
gold
From
Humble Student of the Markets
Nvidia Traces A Negative Pattern $5.5T Quad Witching, Slow Growth In Europe
June 21, 2024
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AAPL
AMZN
GLD
GOLD
Tags
TSLA
Benzinga
AAPL
From
Benzinga
Quad Witching Driving AI Stocks Including Nvidia Higher, More One Month Lows Than Highs In NASDAQ
June 20, 2024
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AAPL
AI
AMZN
DELL
Tags
GLD
TSM
AMZN
From
Benzinga
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