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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
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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NEM Added as Top 5 Metals Channel Dividend Stock With 3.75% Yield
September 03, 2021
Tickers
NEM
Tags
Metals
From
Metals Channel
See How Arch Resources Ranks Among Analysts' Top Metals Picks
September 02, 2021
Tickers
ARCH
Tags
Metals
From
Metals Channel
PPTA Stock Crowded With Sellers
August 30, 2021
Tickers
PPTA
Tags
Metals
From
Metals Channel
Tesla, NIO Supplier CATL Said To Consider Buying Stake In Miner To Secure Supply Of Battery Metals
August 26, 2021
Tickers
COPPER
EVS
NIO
TECH
Tags
metals
Market News
electric vehicles
From
Benzinga
Vale SA (VALE) Shares Cross Below 200 DMA
August 19, 2021
Tickers
VALE
Tags
Metals
From
Metals Channel
SID Crosses Below Key Moving Average Level
August 19, 2021
Tickers
SID
Tags
Metals
From
Metals Channel
Bitcoin volatility will drive investors back to gold, says mining firm chairman
August 19, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Metals
Futures & Commodities
bitcoin
From
CNBC.com News
Vale (VALE) Shares Enter Oversold Territory
August 18, 2021
Tickers
VALE
Tags
Metals
From
Metals Channel
NovaGold Resources Shares Enter Oversold Territory
August 18, 2021
Tickers
NG
Tags
Metals
From
Metals Channel
BHP Crosses Critical Technical Indicator
August 18, 2021
Tickers
BHP
Tags
Metals
From
Metals Channel
Turquoise Hill Resources Ltd. (TRQ) Shares Cross Below 200 DMA
August 17, 2021
Tickers
TRQ
Tags
Metals
From
Metals Channel
Sandstorm Gold Ltd Stock Getting Very Oversold
August 17, 2021
Tickers
SAND
Tags
Metals
From
Metals Channel
NEXA Crosses Critical Technical Indicator
August 17, 2021
Tickers
NEXA
Tags
Metals
From
Metals Channel
IMCC Stock Crowded With Sellers
August 17, 2021
Tickers
IMCC
Tags
Metals
From
Metals Channel
China may exploit Afghanistan's rare earths, and the world must keep Beijing in check, says analyst
August 17, 2021
Tags
China Politics
World Politics
Metals
From
CNBC.com News
Top Buys by Directors: Oneal's $499.7K Bet on ARNC
August 16, 2021
Tickers
ARNC
Tags
Metals
From
Metals Channel
SRI Quality System Registrar is Approved Certification Body for ResponsibleSteel
August 12, 2021
Tags
Metals
From
Latest Press Releases from Newswire.com
Gold prices dropped this week and analysts predict they will keep falling
August 11, 2021
Tickers
GOLD
Tags
Futures & Commodities
Metals
Gold
From
CNBC.com News
LGDTF Stock Crowded With Sellers
August 11, 2021
Tickers
LGDTF
Tags
Metals
From
Metals Channel
Surging demand for renewables will boost these 3 metals, analysts predict
August 11, 2021
Tags
Copper mining and refining
Diversified Metals and Mining
Solar power
From
CNBC.com News
Osisko Gold Royalties (OR) Shares Enter Oversold Territory
August 10, 2021
Tickers
OR
Tags
Metals
From
Metals Channel
Notable Two Hundred Day Moving Average Cross - KL
August 09, 2021
Tickers
KL
Tags
Metals
From
Metals Channel
Fabricators & Manufacturers Association Names 2021 FMA / CNA Insurance Safety Award Winners
August 09, 2021
Tags
Metals
From
Latest Press Releases from Newswire.com
Century Aluminum (CENX) Shares Cross Below 200 DMA
August 05, 2021
Tickers
CENX
Tags
Metals
From
Metals Channel
Monday's Market Minute: Is Gold Gearing Up For A Move?
August 02, 2021
Tickers
GOLD
Tags
Commodities
Markets
Gold
From
Benzinga
China wants to curb steel production. Some say it's 'virtually impossible'
August 01, 2021
Tags
Futures & Commodities
Metals
Steel Producers
From
CNBC.com News
GFI Makes Bullish Cross Above Critical Moving Average
July 29, 2021
Tickers
GFI
Tags
Metals
From
Metals Channel
See How Sandstorm Gold Ranks Among Analysts' Top Metals Picks
July 27, 2021
Tickers
SAND
Tags
Metals
From
Metals Channel
DMC Global Shares Enter Oversold Territory
July 23, 2021
Tickers
BOOM
Tags
Metals
From
Metals Channel
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