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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
TAM
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Nasdaq, S&P 500 Futures Jump As Nvidia Surge Raises 'FOMO' Rally Hopes: Analyst Tells Why Jobs Data Holds Key For Momentum
February 22, 2024
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Get Rich Quick with These 7 Growth Stocks to Buy Now
February 20, 2024
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GNRC
LMT
NEM
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Gold ETFs Suffer Outflows, Await Clues Concerning US Interest Rates
February 20, 2024
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BAR
GDX
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3 Oversold Stocks to Buy for a Massive Reversal Rally
February 18, 2024
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MNSO
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PLL
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Uncategorized
NYSE:NEM,NASDAQ:PLL,NYSE:MNSO
Market News
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EXCLUSIVE: Value Investor Is 'Very Happy To Take Advantage' Of Top Gold Miner At Historical Discount
February 15, 2024
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GDMN
GDX
GOLD
IYM
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Exclusives
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From
Benzinga
7 Undervalued Dividend Stocks to Buy in February for High Total Returns
February 15, 2024
Tickers
ALB
CVX
LMT
NEM
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NYSE:NEM,NYSE:T,NYSE:CVX,NYSE:ALB,NYSE:RIO,NYSE:LMT,NYSE:PFE
From
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Nearly Half Of S&P 500 Stocks Trade Below 50-Day Moving Average: Which One Is The Cheapest?
February 14, 2024
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APD
BA
CHTR
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MKTX
stock market
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Benzinga
Top 5 Materials Stocks That May Explode This Month
February 14, 2024
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AXTA
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BERY
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Barrick Targets Northern Nevada: It's 'Far From Being A Mature Gold District,' CEO Says
February 12, 2024
Tickers
GOLD
NEM
NEWS
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News
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From
Benzinga
Newmont Unusual Options Activity For February 12
February 12, 2024
Tickers
NEM
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Markets
NEM
Benzinga
From
Benzinga
7 Dividend Stocks to Buy at a 52-Week Low
February 12, 2024
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BMY
HRL
NEM
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HRL
NTR
From
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3 S&P 500 Stocks to Buy for the Next Bull Run: February 2024
February 11, 2024
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DVN
NEM
PM
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From
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Insider Buy At AXIS Capital; Cleveland-Cliffs Gets Downgraded; Newmont Confirms 5-Year Deal And More
February 08, 2024
Tickers
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CLF
NEM
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mining
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Benzinga
3 Blue-Chip Stocks to Buy for High Total Returns by 2025
February 08, 2024
Tickers
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PFE
T
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PFE
From
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Expert Ratings For Newmont
February 08, 2024
Tickers
NEM
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Benzinga
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3 Value Stocks to Buy at 52-Week Low in February
February 07, 2024
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MO
NEM
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NYSE:PFE,NYSE:NEM,NYSE:MO
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3 Magnificent Stocks to Buy on the Dip: February 2024
February 05, 2024
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HAL
NEM
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NYSE:PFE,NYSE:HAL,NYSE:NEM
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InvestorPlace
Check Out What Whales Are Doing With NEM
February 05, 2024
Tickers
NEM
Tags
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Benzinga
From
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Is Now The Time To Own Underperforming Gold Mining Stocks? One Trend Is 'Likely To Reverse'
February 01, 2024
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GDX
GOLD
HMY
KGC
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Stories That Matter
NEM
Gold
From
Benzinga
This Is What Whales Are Betting On Newmont
January 26, 2024
Tickers
NEM
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BZI/UOA
Options
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Benzinga
Keybanc Ups Universal Stainless; UBS Cuts Steel Dynamics; Compass Insider Buys; Carpenter Q2 Earnings; Newmont's New Legal Chief
January 25, 2024
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CMP
CRS
NEM
STLD
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STLD
Benzinga
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From
Benzinga
7 Gold Stocks to Buy for Uncertain Economic Times
January 25, 2024
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AEM
AGI
AMRK
BHP
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WPM
NYSE:BHP,NYSE:NEM,NYSE:WPM,NYSE:FNV,NYSE:AEM,NYSE:AGI,NASDAQ:AMRK
AGI
From
InvestorPlace
Newmont Fortifies Management On Heels Of $17B Deal, Appoints New Chief Legal Officer
January 24, 2024
Tickers
NEM
NEWS
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NEM
Movers & Shakers
M&A
From
Benzinga
10 S&P 500 Stocks With Over 40% Upside Potential: Hidden Gems Or Value Traps?
January 23, 2024
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ALB
APTV
BG
BIO
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BG
S&P 500
Expert Ideas
From
Benzinga
Analyst Cuts Newmont Target; Compass Minerals Appoints CEO; Universal Stainless Update; Argentina's Lithium Surge
January 17, 2024
Tickers
CMP
NEM
USAP
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Benzinga
Markets
NEM
From
Benzinga
Smart Money Is Betting Big In NEM Options
January 16, 2024
Tickers
NEM
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NEM
Markets
Benzinga
From
Benzinga
3 Precious Metals Stocks That Will Shine in 2024
January 13, 2024
Tickers
HL
KGC
NCMGF
NEM
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NYSE:NEM,NYSE:HL,NYSE:KGC,OTCMKTS:NCMGF
NEM
HL
From
InvestorPlace
How Is The Market Feeling About Newmont?
January 12, 2024
Tickers
NEM
Tags
Short Sellers
Benzinga
Short Ideas
From
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