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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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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Client Contact with Portfolio Manager(s)
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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See How Harmony Gold Mining Co. Ltd. Ranks Among Analysts' Top Metals Picks
February 21, 2025
Tickers
HMY
Tags
Metals
From
Metals Channel
PPTA Makes Notable Cross Below Critical Moving Average
February 21, 2025
Tickers
PPTA
Tags
Metals
From
Metals Channel
UR-Energy (URG) Shares Enter Oversold Territory
February 20, 2025
Tickers
URG
Tags
Metals
From
Metals Channel
Bullish Two Hundred Day Moving Average Cross - ARMN
February 13, 2025
Tickers
ARMN
Tags
Metals
From
Metals Channel
This S&P Metals & Mining Index Component Has A 1.8% Yield And Sells For Less Than Book
February 13, 2025
Tickers
BTU
Tags
Metals
From
Metals Channel
Trump to impose 25% tariffs on steel and aluminum — here are the likely biggest winners and losers
February 10, 2025
Tags
Nippon Steel Corp
Trade
Metals
From
CNBC.com News
This Stock Has A 1.71% Yield And Sells For Less Than Book
February 06, 2025
Tickers
ZEUS
Tags
Metals
From
Metals Channel
Centerra Gold (CGAU) Shares Cross Above 200 DMA
February 04, 2025
Tickers
CGAU
Tags
Metals
From
Metals Channel
Top Buys by Directors: Quartermain's $259.1K Bet on DC
February 04, 2025
Tickers
DC
Tags
Metals
From
Metals Channel
LAR Stock Crowded With Sellers
February 03, 2025
Tickers
LAR
Tags
Metals
From
Metals Channel
After the wildfires: What a long rebuilding process will look like for Los Angeles homeowners
January 26, 2025
Tags
Toll Brothers Inc
KB Home
Housing
From
CNBC.com News
Bullish Two Hundred Day Moving Average Cross - TFPM
January 21, 2025
Tickers
TFPM
Tags
Metals
From
Metals Channel
Reliance Breaks Above 200-Day Moving Average - Bullish for RS
January 21, 2025
Tickers
RS
Tags
Metals
From
Metals Channel
Why merger mania is coming to the fore in the mining industry
January 20, 2025
Tags
Coal mining
Business News
Asia Markets
From
CNBC.com News
Greenland’s melting ice is clearing the way for a mineral ‘gold rush’
January 17, 2025
Tags
US: News
Sustainable Future
Metals
From
CNBC.com News
Shares of GAU Now Oversold
January 16, 2025
Tickers
GAU
Tags
Metals
From
Metals Channel
Saudi Arabia vows to be 'fast and furious' in mining as it reveals $100 billion investment
January 15, 2025
Tags
World Economy
Metals
Asia News
From
CNBC.com News
Why it's so hard to find starter homes in the U.S.
January 14, 2025
Tags
Home sales
Interest Rates
Real estate
From
CNBC.com News
Trump is fixated on Greenland — a vast Arctic island with massive resource potential
January 14, 2025
Tags
Energy policy
US: News
Environment
From
CNBC.com News
HBM Makes Notable Cross Below Critical Moving Average
January 13, 2025
Tickers
HBM
Tags
Metals
From
Metals Channel
This Stock Has A 6.57% Yield And Sells For Less Than Book
January 10, 2025
Tickers
RDUS
Tags
Metals
From
Metals Channel
Nippon Steel CEO doubles down on pledge to acquire U.S. Steel after suing Biden administration
January 06, 2025
Tags
Commodity markets
Metals
Futures & Commodities
From
CNBC.com News
Several commodities face headwinds in 2025 — but this metal's record rally is set to continue
January 06, 2025
Tags
Energy
World economy
Oil and Gas
From
CNBC.com News
AMR Crosses Critical Technical Indicator
January 03, 2025
Tickers
AMR
Tags
Metals
From
Metals Channel
Algoma Steel Group Breaks Below 200-Day Moving Average - Notable for ASTL
January 03, 2025
Tickers
ASTL
Tags
Metals
From
Metals Channel
Biden decides to block Nippon Steel’s $15 billion acquisition of U.S. Steel: Report
January 03, 2025
Tags
Steel Producers
Business
Nippon Steel Corp
From
CNBC.com News
Ternium Shares Enter Oversold Territory
December 27, 2024
Tickers
TX
Tags
Metals
From
Metals Channel
Materion (MTRN) Shares Enter Oversold Territory
December 27, 2024
Tickers
MTRN
Tags
Metals
From
Metals Channel
Warrior Met Coal (HCC) Shares Enter Oversold Territory
December 19, 2024
Tickers
HCC
Tags
Metals
From
Metals Channel
CARR Crosses Critical Technical Indicator
December 18, 2024
Tickers
CARR
Tags
Metals
From
Metals Channel
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