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home
about us
Investment Approach
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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
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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TAF
Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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MUX Crosses Above Key Moving Average Level
March 04, 2024
Tickers
MUX
Tags
Metals
From
Metals Channel
Kinross Gold (KGC) Shares Cross Above 200 DMA
March 04, 2024
Tickers
KGC
Tags
Metals
From
Metals Channel
AngloGold Ashanti (AU) Shares Cross Above 200 DMA
March 01, 2024
Tickers
AU
Tags
Metals
From
Metals Channel
AMRK's Strong Dividend History Helps Get It To The Top 5
March 01, 2024
Tickers
AMRK
Tags
Metals
From
Metals Channel
RS Added as Top 5 Metals Channel Dividend Stock With 1.37% Yield
March 01, 2024
Tickers
RS
Tags
Metals
From
Metals Channel
Top Buys by Directors: Ravich's $512.5K Bet on AMRK
February 29, 2024
Tickers
AMRK
Tags
Metals
From
Metals Channel
B2Gold Corp (BTG) Shares Enter Oversold Territory
February 22, 2024
Tickers
BTG
Tags
Metals
From
Metals Channel
KALU Crosses Above Key Moving Average Level
February 22, 2024
Tickers
KALU
Tags
Metals
From
Metals Channel
See How Worthington Enterprises Ranks Among Analysts' Top Metals Picks
February 22, 2024
Tickers
WOR
Tags
Metals
From
Metals Channel
Lifezone Metals (LZM) Shares Enter Oversold Territory
February 20, 2024
Tickers
LZM
Tags
Metals
From
Metals Channel
Deep-sea mining 'seems to be inevitable,' UN regulator says, as fight for critical minerals heats up
February 19, 2024
Tags
Breaking News: Politics
Environment
Energy
From
CNBC.com News
See How Ryerson Holding Corp Ranks Among Analysts' Top Metals Picks
February 15, 2024
Tickers
RYI
Tags
Metals
From
Metals Channel
Notable Two Hundred Day Moving Average Cross - EGO
February 13, 2024
Tickers
EGO
Tags
Metals
From
Metals Channel
Hecla Mining Co Stock Getting Very Oversold
February 13, 2024
Tickers
HL
Tags
Metals
From
Metals Channel
Wheaton Precious Metals Corp Stock Getting Very Oversold
February 13, 2024
Tickers
WPM
Tags
Metals
From
Metals Channel
Analyst Favorites: Reliance Steel & Aluminum Co. Ranks As a Top Metals Pick
February 13, 2024
Tickers
RS
Tags
Metals
From
Metals Channel
Kinross Gold (KGC) Shares Cross Below 200 DMA
February 09, 2024
Tickers
KGC
Tags
Metals
From
Metals Channel
Shares of LEU Now Oversold
February 08, 2024
Tickers
LEU
Tags
Metals
From
Metals Channel
Newmont (NEM) Shares Enter Oversold Territory
February 07, 2024
Tickers
NEM
Tags
Metals
From
Metals Channel
Silver set for a 'terrific year' and could outperform gold to hit a 10-year high
February 06, 2024
Tickers
SILVER
Tags
Silver
Precious Metals and Minerals Mining
Metals
From
CNBC.com News
Gold prices to hit $2,200 and a 'dramatic' outperformance awaits silver in 2024, says UBS
February 04, 2024
Tickers
GOLD
SILVER
Tags
UBS Group AG
Breaking News: Markets
Commodity markets
From
CNBC.com News
Top Buys by Directors: Bloom's $506.1K Bet on CLF
February 01, 2024
Tickers
CLF
Tags
Metals
From
Metals Channel
New Pacific Metals (NEWP) Shares Enter Oversold Territory
January 30, 2024
Tickers
NEWP
Tags
Metals
From
Metals Channel
Commodity markets are in a 'super squeeze' — and higher prices could be here to stay
January 25, 2024
Tags
HSBC Holdings PLC
Economy
Commodity markets
From
CNBC.com News
ATLX Crosses Critical Technical Indicator
January 25, 2024
Tickers
ATLX
Tags
Metals
From
Metals Channel
Uranium prices could rally past 16-year highs as the world's largest producer runs short
January 24, 2024
Tags
Renewable Energy
Environment
Futures & Commodities
From
CNBC.com News
VALE Crosses Below Key Moving Average Level
January 17, 2024
Tickers
VALE
Tags
Metals
From
Metals Channel
This Stock Has A 5.01% Yield And Sells For Less Than Book
January 12, 2024
Tickers
CMCL
Tags
Metals
From
Metals Channel
Shares of LZM Now Oversold
January 11, 2024
Tickers
LZM
Tags
Metals
From
Metals Channel
Analyst Favorites: Ramaco Resources Ranks As a Top Metals Pick
January 11, 2024
Tickers
METC
Tags
Metals
From
Metals Channel
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