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home
about us
Investment Approach
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Firm ADV PDFs
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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
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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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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Ball Shares Enter Oversold Territory
October 31, 2024
Tickers
BALL
Tags
Metals
From
Metals Channel
Analyst Favorites: Centrus Energy Ranks As a Top Metals Pick
October 25, 2024
Tickers
LEU
Tags
Metals
From
Metals Channel
This Stock Has A 3.50% Yield And Sells For Less Than Book
October 23, 2024
Tickers
RYI
Tags
Metals
From
Metals Channel
'New bullish phase'? As gold hits another high, analysts say more records are in sight
October 21, 2024
Tickers
GOLD
Tags
Precious Metals and Minerals Mining
Commodity markets
Metals
From
CNBC.com News
I bought a $54,000 abandoned house in Japan and turned it into a luxury Airbnb—take a look inside
October 15, 2024
Tags
Make It / Real Estate
Make It / Life
Metals
From
CNBC.com News
Swedish battery maker Northvolt says head of Europe’s first homegrown gigafactory to step down
October 09, 2024
Tags
Metals
Europe Politics
Europe News
From
CNBC.com News
Costco adds platinum bars to its precious metals lineup
October 02, 2024
Tags
Investing
Metals
Breaking News: Business
From
CNBC.com News
Notable Two Hundred Day Moving Average Cross - EU
September 27, 2024
Tickers
EU
Tags
Metals
From
Metals Channel
NUE Added as Top 5 Metals Channel Dividend Stock With 1.48% Yield
September 23, 2024
Tickers
NUE
Tags
Metals
From
Metals Channel
This Stock Has A 1.12% Yield And Sells For Less Than Book
September 20, 2024
Tickers
FRD
Tags
Metals
From
Metals Channel
This Stock Has A 1.15% Yield, Sells For Less Than Book, and Insiders Have Been Buying
September 19, 2024
Tickers
FRD
Tags
Metals
From
Metals Channel
This 38-year-old is financially independent with passive income. Here's how he built a 7-figure real estate portfolio
September 17, 2024
Tags
Real Estate
Make It / Life
Make It / Work
From
CNBC.com News
Gold Royalty Stock Getting Very Oversold
September 06, 2024
Tickers
GROY
Tags
Metals
From
Metals Channel
CRML Crosses Critical Technical Indicator
September 06, 2024
Tickers
CRML
Tags
Metals
From
Metals Channel
Shares of KALU Now Oversold
September 06, 2024
Tickers
KALU
Tags
Metals
From
Metals Channel
Shares of AMR Now Oversold
September 03, 2024
Tickers
AMR
Tags
Metals
From
Metals Channel
MTUS Crosses Critical Technical Indicator
September 03, 2024
Tickers
MTUS
Tags
Metals
From
Metals Channel
Notable Two Hundred Day Moving Average Cross - MUX
September 03, 2024
Tickers
MUX
Tags
Metals
From
Metals Channel
CMC Added as Top 5 Metals Channel Dividend Stock With 1.34% Yield
September 03, 2024
Tickers
CMC
Tags
Metals
From
Metals Channel
RS Added as Top 5 Metals Channel Dividend Stock With 1.54% Yield
September 03, 2024
Tickers
RS
Tags
Metals
From
Metals Channel
You can buy mansions in these Mediterranean countries for the price of a studio in New York
August 30, 2024
Tags
Make It / Life
Lifestyle
Real Estate
From
CNBC.com News
IE Crosses Critical Technical Indicator
August 28, 2024
Tickers
IE
Tags
Metals
From
Metals Channel
Copper prices near six-week high as one strategist says the 'worst of the correction is over'
August 27, 2024
Tickers
COPPER
Tags
Europe News
Metals
Metal Commodities
From
CNBC.com News
'A different perspective': This top marine scientist is determined to resolve deep-sea mining's murky future
August 27, 2024
Tags
Oceans
Sustainable Future
Climate Policy
From
CNBC.com News
Canada to slap 100% import tariffs on Chinese electric vehicles over 'unfair' competition
August 27, 2024
Tags
Autos
China Economy
Policy
From
CNBC.com News
BHP CEO expects a turnaround in China's property sector in year ahead
August 26, 2024
Tags
Earnings
Real estate
Economic events
From
CNBC.com News
IIIN Makes Bullish Cross Above Critical Moving Average
August 23, 2024
Tickers
IIIN
Tags
Metals
From
Metals Channel
How the 2024 election could impact homebuilder stocks
August 23, 2024
Tags
Real estate services
Construction
Real estate
From
CNBC.com News
The world's largest steel industry is going through a 'winter' amid a supply glut and weak demand
August 21, 2024
Tags
China Economy
Asia Economy
Futures & Commodities
From
CNBC.com News
Global commodities' biggest winners and losers this year — and where they're headed
August 19, 2024
Tags
Futures & Commodities
Metals
Intercontinental Exchange Inc
From
CNBC.com News
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