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What We Buy Currently
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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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Featured Quarterly Newsletter
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Data From Walmart's Earnings Runs Counter To Stock Market Bulls' Hopium
February 20, 2024
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AAPL
AMZN
GOLD
GOOG
Tags
MSFT
Markets
TSLA
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February 19, 2024
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OIL
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February 16, 2024
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AMAT
AMZN
GLD
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Buy Dips in Gold and Copper Amid Sticky Inflation
February 16, 2024
Tickers
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COPPER
GOLD
PHYS
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February 15, 2024
Tickers
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GOLD
Tags
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Gold
Stories That Matter
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EXCLUSIVE: Value Investor Is 'Very Happy To Take Advantage' Of Top Gold Miner At Historical Discount
February 15, 2024
Tickers
GDMN
GDX
GOLD
IYM
Tags
Top Stories
Commodities
Sector ETFs
From
Benzinga
3 Stocks to Buy Hand Over Fist After Blowout Earnings
February 15, 2024
Tickers
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GOLD
LYFT
Tags
NASDAQ:LYFT,NYSE:GOLD,NYSE:CMG
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From
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Barrick Gold At A Crossroads: Strong Q4 Earnings Clash With Death Cross Signal
February 15, 2024
Tickers
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NEWS
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News
Commodities
From
Benzinga
Barrick Gold (GOLD) Q4 2023 Earnings Call Transcript
February 14, 2024
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Tags
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Rock The Future: Carve Out Success In 2024 Mining
February 14, 2024
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GSHR
UUUU
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Austin Gold Corp/
Argentina Lithium & Energy Corp/
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Benzinga
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February 14, 2024
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AMZN
GOLD
GOOG
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TSLA
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MSFT
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Barrick Gold's Q4: Earnings Shine, Buyback Glitters & More
February 14, 2024
Tickers
GOLD
NEWS
Tags
News
Buybacks
Market News
From
Benzinga
US Stocks Priming For Relief Rally After Inflation-Driven Selloff: Strategist Expects To Be Among 'Buyers Of Pullback' Over Next 2-5 Days
February 14, 2024
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KHC
From
Benzinga
Earnings Scheduled For February 14, 2024
February 14, 2024
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ADPT
AEMD
ALB
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ET
MMLP
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Benzinga
BTC, Gold Retreat As US Stocks Plummet After Hot CPI
February 13, 2024
Tickers
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GOLD
NEWS
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Benzinga
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February 13, 2024
Tickers
GOLD
Tags
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GOLD
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Benzinga
Barrick Targets Northern Nevada: It's 'Far From Being A Mature Gold District,' CEO Says
February 12, 2024
Tickers
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NEWS
Tags
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Benzinga
African Rail Projects Become Battleground For US-China Competition In Strategic Mineral Supply Chains
February 12, 2024
Tickers
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GOLD
IVPAF
Tags
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Benzinga
An Opportunity In Small Caps Or A Danger Sign, All Important CPI Ahead
February 12, 2024
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AMZN
CPI
GOLD
Tags
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Revised CPI Data Brings Buyers Into Stock Market, Hopes Of Whales Driving Bitcoin To $50K Over The Weekend
February 09, 2024
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AMZN
BITCOMP
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Tags
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From
Benzinga
Silver Demand Set to Meet Second-Highest Level on Record
February 09, 2024
Tickers
CEF
GOLD
PSLV
SILVER
Tags
Gold
Silver
PSLV
From
ETF Trends
Here Is What Is Likely To Happen After S&P Crosses $5000, Prices Drop At Fastest Rate Since 2009 In China
February 08, 2024
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AAPL
AMZN
ASIA
GLD
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From
Benzinga
Freeport-McMoRan Announces New President, CEO; US Gold Chairman Discusses CK Gold Project In Wyoming; Ridgeline Royalties Announces Two Appointments; ATI CFO To Speak At Cowen Aerospace & Defense Conf
February 07, 2024
Tickers
ATI
FCX
GOLD
NEWS
Tags
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From
Benzinga
Folding Apple iPhone, Sellers Finally Come In AI King NVIDIA As Sentiment Stays At Extreme
February 07, 2024
Tickers
AAPL
AMZN
ASIA
GLD
Tags
Asia
SPY
QQQ
From
Benzinga
Caution warranted after the bullish UBS silver price forecast
February 06, 2024
Tickers
GOLD
SILVER
Tags
Trading Ideas
Precious Metals
Gold
From
Invezz
Powell Reacts To Political Pressure On Interest Rates – Momo Gurus Wrong Again
February 05, 2024
Tickers
AAPL
AMZN
CAT
GOLD
Tags
AAPL
Market News
Expert Ideas
From
Benzinga
Gold prices to hit $2,200 and a 'dramatic' outperformance awaits silver in 2024, says UBS
February 04, 2024
Tickers
GOLD
SILVER
Tags
Silver
Gold
Breaking News: Investing
From
CNBC.com News
Jobs Report Upsets Bulls' Hopium But They Might Not Care, Layoffs Help Meta And Amazon Add $275B In Market Cap
February 02, 2024
Tickers
AAPL
AMZN
GOLD
GOOG
Tags
AMZN
Gold
Federal Reserve
From
Benzinga
Gold demand hit record highs in 2023 amid geopolitical risks, China weakness
February 01, 2024
Tickers
GOLD
Tags
Asia Economy
China Economy
Alternative Investing: Jewelry and Clothing
From
CNBC.com News
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