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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
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
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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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Gold Rush Begins As Fed Hints At Rate Cuts: 5 Mining Stocks Glitter With Over 30% Rally This Month
March 22, 2024
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BTG
CDE
CGAU
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March 20, 2024
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March 20, 2024
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March 19, 2024
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From
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March 18, 2024
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March 18, 2024
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The stealth breakout you may have missed
March 17, 2024
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Inflation Rattles Markets Ahead Of Fed Meeting; AI Stocks, Crypto Pause As Gold, Oil Advance: This Week In The Markets
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March 15, 2024
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Inflation Squeezes Stocks, Bitcoin Slips To $68,000, While Commodities On Track For Best Week In Months: What's Driving Markets Friday?
March 15, 2024
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March 15, 2024
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March 15, 2024
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Bitcoin Critic Peter Schiff Regrets Missing Out On BTC Investment In Early Days: 'I Would Have Bought It Just Betting On Other People Being Dumb'
March 14, 2024
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Peter Schiff Says Bitcoin Supply Will Not Be Cut In Half By Halving, Gets Schooled By Crypto Analyst: Gold's Supply 'Doubling' Every 70 Years
March 13, 2024
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March 13, 2024
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March 13, 2024
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Gold Miners Consolidate Recent Surge As Spot Gold Takes A Breather: A Technical Analysis Of Major ETF
March 12, 2024
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Stocks Soar On Tech Rally; Inflation Fuels Higher Yields, Bitcoin Drops Below $70,000: What's Driving Markets Tuesday?
March 12, 2024
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Inflation Hotter Than Expected – Momo Buys The Bad News, JP Morgan CEO Says Recession Not 'Off The Table'
March 12, 2024
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Stocks Hold Gains As Traders Opt To Challenge Fed On Hot Inflation Data; Bonds, Gold Fall: 10 ETFs Moving Tuesday
March 12, 2024
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Tags
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Economist Predicts A 1995-Style Fed Cut Cycle As 'Animal Spirits' On The Loose For Bitcoin, Gold, Other Asset Classes
March 11, 2024
Tickers
BITCOMP
ECON
GOLD
USD-BITSTAMP
Tags
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bitcoin
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From
Benzinga
Nvidia Traces A Bearish Pattern – Hedging Right At The Top, Central Banks Buy Gold
March 11, 2024
Tickers
AAPL
AMZN
GOLD
GOOG
Tags
Oil
$BTC
Japan
From
Benzinga
Gold Speculators Pave The Way For 'Multiyear Bull Market In Metals'
March 11, 2024
Tickers
GDX
GLD
GOLD
IAU
Tags
Markets
GOLD
Stories That Matter
From
Benzinga
Gold prices could keep climbing — but analysts expect silver to steal the show before long
March 11, 2024
Tickers
GOLD
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Europe Markets
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From
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