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home
about us
Investment Approach
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Firm ADV PDFs
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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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Investor Indifference Could Give Way to More Gold Upside
April 18, 2024
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
Gold
Gold/Silver/Critical Minerals Channel
From
ETF Trends
Biden's 25% China Tariff; Royal Gold Issues 2024 Guidance; Vale Reports Q1 Production And More: Wednesday's Top Mining Stories
April 17, 2024
Tickers
BVN
COPPER
GOLD
NEWS
Tags
Copper
VALE
RGLD
From
Benzinga
Stocks Fall As Geopolitics, Economic Worries Spook Investors, Chipmakers Sell Off, Bitcoin Tumbles To $60,000: What's Driving Markets Wednesday?
April 17, 2024
Tickers
AA
AAL
ABT
ASML
Tags
midday update
Commodities
TRV
From
Benzinga
McEwen Mining Acquires Timberline To 'Unlock Synergies' In Nevada Gold Operations
April 17, 2024
Tickers
GOLD
MUX
TLRS
Tags
Market News
TLRS
Top Stories
From
Benzinga
Barrick Misses Preliminary Gold Production Estimate, Management Unfazed By Risks In Key African Country
April 16, 2024
Tickers
BTO
GOLD
HUMRF
IAG
Tags
Rumors
GOLD
Stories That Matter
From
Benzinga
Spot Gold Rises As Tehran Attack Sparks Fear Of Wider Conflict: This ETF (NUGT) Tracks Gold Miners
April 16, 2024
Tickers
FNV
GOLD
NEM
NUGT
Tags
NEM
Technicals
Specialty ETFs
From
Benzinga
Stocks Grapple With Geopolitical Pressures, Gold Eyes $2,400, Bitcoin Falls Below $62,000: What's Driving Markets Tuesday?
April 16, 2024
Tickers
BAC
BITCOMP
CNC
DIA
Tags
TLT
Market News
XLF
From
Benzinga
Market Whales and Their Recent Bets on GOLD Options
April 16, 2024
Tickers
GOLD
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
Less Inflationary Pressure Can Push Gold Miners Higher
April 16, 2024
Tickers
GOLD
NUGT
Tags
NUGT
Gold/Silver/Critical Minerals Channel
gold/silver/cirtical minerals channel
From
ETF Trends
Gold is shining ‘bright like a diamond’ and could hit $3,000, says Citi
April 16, 2024
Tickers
GOLD
Tags
Precious Metals and Minerals Mining
Citi Trends Inc
Futures & Commodities
From
CNBC.com News
Bitcoin ETFs Could Propel King Crypto Above Gold's Market Cap, Says Analyst: 'These Are Very Conservative Numbers'
April 15, 2024
Tickers
ARKB
BITB
BITCOMP
BRRR
Tags
Benzinga
GBTC
Cryptocurrency
From
Benzinga
Gold Road Considers Major Stake In Greenstone; Investors Wary Of Potential High Costs
April 15, 2024
Tickers
ELKMF
EQX
GOLD
NEWS
Tags
Rumors
Stories That Matter
Commodities
From
Benzinga
Best Of All Scenarios In The Middle East, Apple iPhone Sales Fall 10%, Tesla To Layoff 10%
April 15, 2024
Tickers
AAPL
AMZN
GOLD
GOOG
Tags
QQQ
META
Trading Ideas
From
Benzinga
Oil, Gold Markets Swing From War Fears To Calm Over Israel-Iran Tensions: What Analysts Expect Next
April 15, 2024
Tickers
ECON
EZU
GLD
GOLD
Tags
SPY
Econ #s
Commodities
From
Benzinga
3 Stocks That Thrive in Turbulent Times: Buy Now for Massive Gains
April 14, 2024
Tickers
GOLD
LNG
WTRG
Tags
LNG
GOLD
WTRG
From
InvestorPlace
Financial Markets On Edge As Oil And Gold Prices Could Soar Amid Rising Israel-Iran Tensions
April 14, 2024
Tickers
GOLD
NEWS
OIL
Tags
Oil
AI Generated
Markets
From
Benzinga
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Vaulted
Alphabet (GOOGL GOOG)
options
From
Stock Gumshoe
Market Turmoil Resumes As Inflation Rises More Than Expected, Oil Prices Spike, Gold At Record Highs: This Week In The Markets
April 12, 2024
Tickers
AI
ARM
BKR
ECON
Tags
Elon Musk
News
Top Stories
From
Benzinga
JP Morgan Kicks Off Earnings Season, Intel And AMD China Problem, Potential Iranian Attack
April 12, 2024
Tickers
AAPL
AMD
AMZN
ASIA
Tags
GLD
Markets
AMZN
From
Benzinga
Barrick Gold Unusual Options Activity For April 12
April 12, 2024
Tickers
GOLD
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
Consumer Sentiment Worsens In April, Inflation Expectations Rise Further: Stocks Fall, Gold Surges Above $2,400
April 12, 2024
Tickers
ECON
GLD
GOLD
OIL
Tags
Econ #s
University of Michigan Consumer Sentiment
Oil
From
Benzinga
Going For The Gold And $50K Cash: 2024 Summer Olympic Winners In One Sport Will Be Financially Rewarded
April 11, 2024
Tickers
CMCSA
GOLD
Tags
Benzinga
2024 Olympics
Gold
From
Benzinga
Buying In The Stock Market On Tamer Producer Price Index (PPI) And European Central Bank (ECB) Signal
April 11, 2024
Tickers
AAPL
AMZN
ASIA
GOLD
Tags
Gold
NVDA
Market News
From
Benzinga
Revival Gold Acquires Ensign Minerals 'To Become A Cash-Flowing Mid-Tier US Gold Producer'
April 11, 2024
Tickers
GOLD
RVLGF
Tags
Commodities
M&A
Penny Stocks
From
Benzinga
Galaxy Digital CEO Michael Novogratz Says Hard Assets Key For Building Wealth For Those in 30s And 40s: 'I Still Like Bitcoin'
April 11, 2024
Tickers
BITCOMP
GOLD
NEWS
USD-BITSTAMP
Tags
Emerging Markets
Bitcoin
bitcoin
From
Benzinga
Billionaire Mike Novogratz Sees 'Great Setup' For Bitcoin: 'Call Me Crazy But...'
April 10, 2024
Tickers
BITCOMP
GOLD
NEWS
SILVER
Tags
Market News
News
Gold
From
Benzinga
Bullion Bullseye: 3 Gold Stocks for Precious Metal Profits
April 10, 2024
Tickers
GOLD
KGC
NEM
Tags
NEM
NYSE:NEM,NYSE:GOLD,NYSE:KGC
Market News
From
InvestorPlace
7 Gold Stocks to Buy as the Fear Trade Kicks into High Gear
April 10, 2024
Tickers
BHP
BTG
GOLD
NEM
Tags
Market News
WPM
BHP
From
InvestorPlace
Raise Cash, New Data Shows Hotter Inflation – Momo Gurus Wrong Again, Bull Market Intact
April 10, 2024
Tickers
AAPL
AMZN
GLD
GOLD
Tags
Magnificent Seven
GOOG
Commodities
From
Benzinga
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