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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
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
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Event Schedule
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Event Schedule
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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 Stocks Could Gain In Catch-Up Rally, Says Peter Schiff: 'Explosive Move Up Can't Be Far Away'
March 10, 2024
Tickers
BTG
CGAU
DRD
GDX
Tags
$BTC
CGAU
Market News
From
Benzinga
Are The Bitcoin ETFs Eating Gold’s Lunch?
March 10, 2024
Tickers
BITCOMP
GOLD
USD-BITSTAMP
Tags
Expert Insights
Gold
Bitcoin ETF
From
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Bitcoin To Rival Gold? JPMorgan Says Yes, But With A Twist
March 09, 2024
Tickers
BITCOMP
GOLD
JPM
NEWS
Tags
Market News
News
Digital Assets
From
Benzinga
Gold Rises To All-Time Highs: Marks Longest Winning Streak Since July 2000 Driven By Rate Cut Anticipation
March 08, 2024
Tickers
ECON
GDX
GLD
GOLD
Tags
ETFs
Market News
Jerome Powell
From
Benzinga
Stock Market Hits Record Highs As Powell Hints At Rate Cuts, Bitcoin And Gold Soar: This Week In The Markets
March 08, 2024
Tickers
AAPL
BITCOMP
GOLD
JPM
Tags
NFLX
Top Stories
Large Cap
From
Benzinga
Gold ETFs Diverge From Spot Prices: Record Ninth Consecutive Month Of Outflows
March 08, 2024
Tickers
GDX
GLD
GOLD
IAU
Tags
Sector ETFs
Benzinga
mining
From
Benzinga
Gold's Glittering Breakthrough: Surpassing Previous Peaks, But Can It Sustain The Shine? Uncover The Secrets Behind The Surge!
March 08, 2024
Tickers
GOLD
Tags
Trading Ideas
Expert Ideas
Gold
From
Benzinga
Stocks Fall As Chipmakers Retreat From Highs, Bitcoin Pulls Back After $70,000, Gold Rises To $2,200: What's Driving Markets Friday?
March 08, 2024
Tickers
AMLX
AVGO
BITCOMP
CCL
Tags
semiconductors
XLF
NVDA
From
Benzinga
Gold Surges In Blue Skies, Mining Sector Prepares For Bull Cycle: This ETF Offers 2X Leverage During A Run Higher
March 08, 2024
Tickers
FNV
GOLD
NEM
NUGT
Tags
direxion
Short Ideas
Benzinga
From
Benzinga
Mother Of All Reports Give Ammunition To Both Bull And Bears
March 08, 2024
Tickers
AAPL
AMZN
AVGO
GLD
Tags
Markets
AMZN
GLD
From
Benzinga
Fed Rate Cut Expectations Rise After February Jobs Report: Friday's Stock Movers
March 08, 2024
Tickers
ABEV
AOS
BIIB
BIP
Tags
BIIB
SPY
Jobs Report
From
Benzinga
China's Gold-Buying Spree Continues: 16-Month Streak Challenges US Dollar Dominance
March 07, 2024
Tickers
ASIA
GOLD
NEWS
Tags
Commodities
China
BRICS economic bloc
From
Benzinga
Gold Shines Brighter Than AI-Driven Semiconductor Stocks: 7 Mining Stocks To Watch With Prices At Record Highs
March 07, 2024
Tickers
AI
AU
CDE
DRD
Tags
OCANF
TORXF
CDE
From
Benzinga
Prudent Investors Pay Attention: Gold Making A New High At A Time Nvidia And Bitcoin Are Making New Highs
March 07, 2024
Tickers
AAPL
AMZN
BITCOMP
GOLD
Tags
Expert Ideas
ecb
contributors
From
Benzinga
North America 'Got Used To Free Money' Leading To Debt, Unsustainable Businesses: Barrick Gold CEO
March 07, 2024
Tickers
GOLD
Tags
Benzinga
mining
Market News
From
Benzinga
Ecuador Joins The Copper Rush, Invests $3.2B In SolGold
March 07, 2024
Tickers
BHP
COPP
GOLD
JIAXF
Tags
Gold
Market News
Top Stories
From
Benzinga
Bitcoin ETFs Dominate With Strong Inflows, Leaving Gold ETFs In The Dust
March 07, 2024
Tickers
BITCOMP
GBTC
GOLD
IBIT
Tags
Expert Ideas
$BTC
Gold
From
Benzinga
Gold Reaches Unprecedented High Amid Economic Uncertainties
March 07, 2024
Tickers
GOLD
Tags
Trading Ideas
contributors
M&A
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Benzinga
'You Buy Gold And Hope It Doesn't Go Up': Surge In Gold Prices Sparks Investor Debate On Long-Term Value
March 07, 2024
Tickers
GOLD
NEWS
Tags
Kaustubh Bagalkote
Market News
News
From
Benzinga
7 Must-Own Gold Stocks to Combat Sticky Inflation
March 06, 2024
Tickers
BHP
DRD
GLDG
GOLD
Tags
GLDG
NEM
GOLD
From
InvestorPlace
Don't be enticed by the gold rally, expert says: Investors 'buy gold and hope it doesn't go up'
March 06, 2024
Tickers
GOLD
Tags
Personal Finance
Investment strategy
Breaking News: Investing
From
CNBC.com News
Gold Hits All-Time Highs, Silver Rallies To 2024 Peak As Powell Hints At Fed Rate Cuts: 10 Mining Stocks Moving Wednesday
March 06, 2024
Tickers
AUST
CDE
CRML
CTGO
Tags
Gold
Inflation
Jerome Powell
From
Benzinga
Buying Ahead Of Powell On Hopium Key Apple Level, Bitcoin Whales Take Profits
March 06, 2024
Tickers
AAPL
ADP
AMZN
BITCOMP
Tags
Gold
General
NVDA
From
Benzinga
Powell Stresses Need For 'More Data' Before Considering Rate Cuts, Downplays Recession, Commercial Real Estate Risks
March 06, 2024
Tickers
CRE
ECON
GLD
GOLD
Tags
SPY
Commodities
UUP
From
Benzinga
Silver price forecast as the gold/silver ratio hits $90
March 05, 2024
Tickers
GOLD
SILVER
Tags
Silver
Commodity
Gold
From
Invezz
Peter Schiff Targets Mark Cuban Again, Slams Shark For Picking Bitcoin Over Gold Amid Crypto Rally Cooling: 'A Big Mistake'
March 05, 2024
Tickers
BITCOMP
GOLD
NEWS
USD-BITSTAMP
Tags
Market News
News
Shivdeep Dhaliwal
From
Benzinga
7 Cheap Dividend Stocks to Grab for Under $20 This March
March 05, 2024
Tickers
BTG
CPG
CVE
GOLD
Tags
LMNR
GOLD
Stocks to Buy
From
InvestorPlace
As Gold Reaches Fresh Highs, Consider Gold Miners
March 05, 2024
Tickers
GOLD
Tags
gold/silver/critical minerals channel
Gold
GLD / SPDR Gold Shares ETF
From
ETF Trends
3 Blue-Chip Stocks for 100% Total Returns by 2025
March 05, 2024
Tickers
F
GOLD
NVDA
T
Tags
NYSE:F,NYSE:T,NYSE:GOLD,NASDAQ:NVDA
GOLD
Stocks to Buy
From
InvestorPlace
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