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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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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Bullish Two Hundred Day Moving Average Cross - DRD
May 09, 2024
Tickers
DRD
Tags
Metals
From
Metals Channel
ZEUS Added as Top 5 Metals Channel Dividend Stock With 1.14% Yield
May 09, 2024
Tickers
ZEUS
Tags
Metals
From
Metals Channel
Gold bars are selling like hot cakes in Korea's convenience stores and vending machines
May 07, 2024
Tickers
GOLD
Tags
Commodity markets
Metals
Asia News
From
CNBC.com News
Grab This Bargain Metals Stock Even Cheaper Than Chief Operating Officer Burbach Did
May 07, 2024
Tickers
RYI
Tags
Metals
From
Metals Channel
Metals Acquisition Stock Getting Very Oversold
May 06, 2024
Tickers
MTAL
Tags
Metals
From
Metals Channel
Here's how much it costs to rent a 1-bedroom apartment across 10 major cities in Asia
May 02, 2024
Tags
Real Estate
Metals
Housing
From
CNBC.com News
Ioneer (IONR) Shares Cross Above 200 DMA
April 30, 2024
Tickers
IONR
Tags
Metals
From
Metals Channel
See How Reliance Ranks Among Analysts' Top Metals Picks
April 30, 2024
Tickers
RS
Tags
Metals
From
Metals Channel
Miami is 'ground zero' for climate risk. People are moving to the area and building there anyway
April 26, 2024
Tags
Metals
Personal finance
Climate
From
CNBC.com News
‘A real wildcard’: World’s largest wealth fund issues inflation warning on hot commodity markets
April 24, 2024
Tickers
COPPER
GOLD
OIL
Tags
Inflation
Gold
Oil and Gas
From
CNBC.com News
See How MP Materials Ranks Among Analysts' Top Metals Picks
April 18, 2024
Tickers
MP
Tags
Metals
From
Metals Channel
This Stock Has A 4.35% Yield And Sells For Less Than Book
April 15, 2024
Tickers
RDUS
Tags
Metals
From
Metals Channel
Copper prices climb to 2024 high as Citi calls the start of the metal's second bull market this century
April 10, 2024
Tags
World News
US: News
Metals
From
CNBC.com News
Ioneer Breaks Above 200-Day Moving Average - Bullish for IONR
April 09, 2024
Tickers
IONR
Tags
Metals
From
Metals Channel
Gold looks 'very vulnerable' to a setback, strategist says, after prices hit record high
April 08, 2024
Tickers
GOLD
Tags
Europe Markets
Interest Rates
Central banking
From
CNBC.com News
AMRK Makes Bullish Cross Above Critical Moving Average
April 01, 2024
Tickers
AMRK
Tags
Metals
From
Metals Channel
Gold prices hit another record high on Fed cut expectations
April 01, 2024
Tickers
GOLD
Tags
Gold
Futures & Commodities
Precious Metals and Minerals Mining
From
CNBC.com News
METC Named 'Top Dividend Stock of the S&P Metals & Mining Index' at Dividend Channel With 3.4% Yield
March 27, 2024
Tickers
METC
Tags
Metals
From
Metals Channel
Blackrock's Larry Fink says India's love for gold has done little for its economy and investors
March 26, 2024
Tickers
GOLD
Tags
Asia News
Metals
Diversified Metals and Mining
From
CNBC.com News
Adding features, like an outdoor TV or pizza oven, can help sell your home for over $10,000 more, research finds
March 25, 2024
Tags
Residential remodeling
Personal finance
Home Furnishings
From
CNBC.com News
SIM Crosses Below Key Moving Average Level
March 25, 2024
Tickers
SIM
Tags
Metals
From
Metals Channel
NUE Added as Top 5 Metals Channel Dividend Stock With 1.10% Yield
March 22, 2024
Tickers
NUE
Tags
Metals
From
Metals Channel
3 Top Stock Picks In Metals, Mining Sector To Consider Right Now
March 21, 2024
Tickers
CLF
CSTM
STZHF
Tags
Trading Ideas
Markets
mining
From
Benzinga
Gold prices have hit record highs. Here's why they could rally further
March 20, 2024
Tickers
GOLD
Tags
Economic events
Economy
Prices
From
CNBC.com News
Bullish Two Hundred Day Moving Average Cross - CMCL
March 15, 2024
Tickers
CMCL
Tags
Metals
From
Metals Channel
Hallador Energy Stock Getting Very Oversold
March 15, 2024
Tickers
HNRG
Tags
Metals
From
Metals Channel
EQX Crosses Above Key Moving Average Level
March 08, 2024
Tickers
EQX
Tags
Metals
From
Metals Channel
Bill Gates-backed startup confident it can unearth more buried treasure after a historic copper find
March 06, 2024
Tags
Environment
Europe Economy
Europe News
From
CNBC.com News
ASTL Makes Notable Cross Below Critical Moving Average
March 05, 2024
Tickers
ASTL
Tags
Metals
From
Metals Channel
Goldman says the bear market for battery metal prices is far from over
March 05, 2024
Tags
Renewable Energy
Energy Commodities
US: News
From
CNBC.com News
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