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home
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
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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
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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Bears Prowl Wall Street As Magnificent 7 Tumble; Bitcoin Sinks After Record High: What's Driving Markets Tuesday?
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BITCOMP
BOX
CHPT
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Peter Schiff Takes A Jab At Mark Cuban For Choosing Bitcoin Over Gold: 'This Shark Is Swimming In The Wrong Tank'
March 05, 2024
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Tags
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Mark Cuban
Peter Schiff
From
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March 04, 2024
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Gold Breaks Above $2,110, Inches Closer To Record High, With Rallying Mining Stocks
March 04, 2024
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CDE
ECON
EGO
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mining stocks
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From
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From Zero to Hero: 3 Turnaround Stocks for a Portfolio Revival
March 04, 2024
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CCJ
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This Gold Mining CEO Says His Company's Stock is a 'Once-In-A-Generation Buy,' Seeks to Bounce Back from 5-Year Low
March 04, 2024
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GOLD
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March 04, 2024
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March 04, 2024
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YOLO Rears Its Ugly Head In The Stock Market, Bitcoin Hits $65K Target, OPEC+ Extends Production Cuts
March 04, 2024
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March 03, 2024
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3 Gold Miners Glittering With Potential in 2024
March 02, 2024
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Spotlight on Barrick Gold: Analyzing the Surge in Options Activity
March 01, 2024
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S&P 500, Nasdaq 100 Hit Record Highs As Dollar, Treasury Yields Weaken, Chipmakers Shine, NYCB Sinks: What's Driving Markets Friday?
March 01, 2024
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Gold, Bitcoin Rally: Is US Debt Surge A Key Driver?
March 01, 2024
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Bitcoin Bear Peter Schiff Gets Roasted: 'At What Point Do You Admit You've Been Wrong?'
February 29, 2024
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BITCOMP
GOLD
NEWS
USD-BITSTAMP
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Benzinga
Opportunities For Investors Beyond AI And Nvidia – Biotech Breaks Out, New GDP Data Shows Inflation Pressure
February 28, 2024
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AMZN
GLD
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A Rumor Helps Bitcoin Break Out, New Data Shows Weakening Business Spending
February 27, 2024
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EXPE
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Buffett Sitting On Record Cash But Cannot Find Deals, Data Heavy Weak Ahead
February 26, 2024
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AMZN
BRK-B
GOLD
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Retreating Dollar Puts Gold Back in the Spotlight
February 26, 2024
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PHYS
SGDJ
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ETF Trends
Renewed AI Frenzy Leads Market To New High Overshadowing Negatives
February 23, 2024
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What Would Stanley Druckenmiller Do? 3 Stocks the Famed Investor Bought & Sold in Q4.
February 22, 2024
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Great AI Inference Suprise, NVIDIA Declares AI Tipping Point, Japan's Nikkei Crosses 34 Year High
February 22, 2024
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AMZN
ASIA
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AMZN
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Benzinga
Extreme Positioning In NVIDIA Takes A Hit, Fed Minutes Ahead
February 21, 2024
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AMZN
GLD
GOLD
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QQQ
AAPL
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Bitcoin To $100,000? Gold Bug Peter Schiff Says It Could Happen
February 21, 2024
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BITCOMP
BTC
GOLD
USD-BITSTAMP
Tags
Benzinga
BTC
Gold
From
Benzinga
Sulfur Shortage Could Slam 'Various Sectors — Mining, Green Economy, Food,' Expert Warns
February 20, 2024
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ACA
EXP
GOLD
NATKY
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Stories That Matter
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Benzinga
From
Benzinga
Gold ETFs Suffer Outflows, Await Clues Concerning US Interest Rates
February 20, 2024
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AEM
BAR
GDX
GLD
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BZ Data Project
ETFs
From
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