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home
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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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The new gold play as investors look to hedge against risk, volatility
August 22, 2025
Tickers
GOLD
Tags
Investment strategy
Gold mining and refining
Gold
From
CNBC.com News
AMR Crosses Above Key Moving Average Level
August 12, 2025
Tickers
AMR
Tags
Metals
From
Metals Channel
RS Added as Top 5 Metals Channel Dividend Stock With 1.70% Yield
August 12, 2025
Tickers
RS
Tags
Metals
From
Metals Channel
TG Stock Crowded With Sellers
August 11, 2025
Tickers
TG
Tags
Metals
From
Metals Channel
This Stock Has A 2.06% Yield And Sells For Less Than Book
August 11, 2025
Tickers
ZEUS
Tags
Metals
From
Metals Channel
WS Named 'Top Dividend Stock of the S&P Metals & Mining Index' at Dividend Channel With 2.1% Yield
August 06, 2025
Tickers
WS
Tags
Metals
From
Metals Channel
Here’s how much it costs to rent a 1-bedroom unit across 10 major cities in Asia in 2025
August 05, 2025
Tags
Real Estate
Make It / Life
Make It / Real Estate
From
CNBC.com News
This Stock Has A 1.78% Yield And Sells For Less Than Book
August 04, 2025
Tickers
MT
Tags
Metals
From
Metals Channel
ATI Shares Enter Oversold Territory
July 31, 2025
Tickers
ATI
Tags
Metals
From
Metals Channel
Trump imposes universal 50% tariff on copper imports, White House says
July 30, 2025
Tags
Metals
Trade
US Economy
From
CNBC.com News
Algoma Steel Group Stock Getting Very Oversold
July 30, 2025
Tickers
ASTL
Tags
Metals
From
Metals Channel
Analyst Favorites: GOLD Ranks As a Top Metals Pick
July 29, 2025
Tickers
GOLD
Tags
Metals
From
Metals Channel
Teck Resources (TECK) Shares Enter Oversold Territory
July 25, 2025
Tickers
TECK
Tags
Metals
From
Metals Channel
Bullish Two Hundred Day Moving Average Cross - MSB
July 21, 2025
Tickers
MSB
Tags
Metals
From
Metals Channel
How wealthy investors bet on gold, from buying fractions of a bar to stashing bullions in Swiss military bunkers-turned-vaults
July 21, 2025
Tags
Futures & Commodities
Metals
Inside Wealth
From
CNBC.com News
How to navigate trade war's metals and mining conflicts using ETFs
July 15, 2025
Tags
stocks
Markets
Diversified Metals and Mining
From
CNBC.com News
Apple makes $500 million deal with miner MP Materials for rare earths magnets
July 15, 2025
Tags
Transportation
Enterprise
MP Materials Corp
From
CNBC.com News
In rare earth metals power struggle with China, old laptops, phones may get a new life
July 13, 2025
Tags
Technology Executive Council
Diversified Metals and Mining
Politics
From
CNBC.com News
Analyst Favorites: Century Aluminum Co. Ranks As a Top Metals Pick
July 10, 2025
Tickers
CENX
Tags
Metals
From
Metals Channel
I bought my first home at 23 for $196,000: It became 'so much more than a place to live'
July 09, 2025
Tags
Real estate
Home buying
Metals
From
CNBC.com News
Analyst Favorites: Uranium Energy Corp Ranks As a Top Metals Pick
July 08, 2025
Tickers
UEC
Tags
Metals
From
Metals Channel
This Stock Has A 0.97% Yield And Sells For Less Than Book
July 01, 2025
Tickers
FRD
Tags
Metals
From
Metals Channel
Grupo Simec S.A.B. de C.V. Breaks Above 200-Day Moving Average - Bullish for SIM
June 30, 2025
Tickers
SIM
Tags
Metals
From
Metals Channel
Op-ed: It's time for U.S. to treat rare earth metals as instruments of geopolitical power. China already does
June 29, 2025
Tags
Breaking News: Politics
China Economy
Economy
From
CNBC.com News
CMC Added as Top 5 Metals Channel Dividend Stock With 1.44% Yield
June 27, 2025
Tickers
CMC
Tags
Metals
From
Metals Channel
Platinum's Biggest Rally In 40 Years: These 6 Mining Stocks Could Be Top Gainers
June 26, 2025
Tickers
AFBOF
ECON
GLNCY
GOLD
Tags
IMPUF
Stories That Matter
Emerging Markets
From
Benzinga
Analyst Favorites: Core Natural Resources Ranks As a Top Metals Pick
June 25, 2025
Tickers
CNR
Tags
Metals
From
Metals Channel
Top Buys by Top Brass: EVP & President, CC Services Koci's $102.7K Bet on CLF
June 24, 2025
Tickers
CLF
Tags
Metals
From
Metals Channel
STLD Added as Top 5 Metals Channel Dividend Stock With 1.54% Yield
June 20, 2025
Tickers
STLD
Tags
Metals
From
Metals Channel
India moves to tap its rare earth reserves. Experts say it could become an alternative to China
June 13, 2025
Tags
Trade
Metals
Asia: Business
From
CNBC.com News
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