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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Benzinga's Top Ratings Upgrades, Downgrades For February 14, 2023
February 14, 2023
Tickers
ACCO
AVPT
CF
CHKP
Tags
TV
PANW
OKTA
From
Benzinga
These 20 companies are bucking a mostly negative earnings trend. Here’s what that means for their stocks.
February 14, 2023
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February 13, 2023
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AB
ACLX
ATLX
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FIVE
SRDX
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Benzinga
7 Gold Stocks to Buy for a Hedge Against Inflation
February 09, 2023
Tickers
AEM
BTG
CGAU
GOLD
Tags
NYSE:CGAU,NYSE:NEM,NYSE:GOLD,NYSE:WPM,NYSE:AEM,NYSE:SBSW,NYSEAMERICAN:BTG
SBSW
NEM
From
InvestorPlace
What To Watch On This 2X Leveraged ETF (NUGT) As Gold Miner Merging Season Kicks Off
February 07, 2023
Tickers
DUST
FNV
GOLD
NEM
Tags
Market News
Benzinga
Technicals
From
Benzinga
Barrick Gold Unlikely To Offer Rival Bid For Australia-Based Newcrest Mining Deal
February 07, 2023
Tickers
GOLD
NCMGF
NCMGY
NEM
Tags
News
Briefs
GOLD
From
Benzinga
NEM Stock Alert: What to Know as Newmont Offers to Buy Newcrest Mining
February 06, 2023
Tickers
BBIG
CTLT
NEM
RIVN
Tags
RIVN
Market News
CTLT
From
InvestorPlace
Why Newmont Stock Is Sliding Today
February 06, 2023
Tickers
NCMGY
NEM
Tags
Movers
Benzinga
Market News
From
Benzinga
Newmont Offers To Acquire Gold Producer Newcrest Mining
February 06, 2023
Tickers
NEM
Tags
Benzinga
Market News
M&A
From
Benzinga
Why PayPal And Coinbase Are Trading Lower; Here Are 20 Stocks Moving Premarket
February 06, 2023
Tickers
AI
AMC
ARQQ
AUR
Tags
EGIO
AI
LU
From
Benzinga
The Latest Analyst Ratings for Newmont
January 30, 2023
Tickers
NEM
Tags
BZI/AAR
NEM
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From
Benzinga
3 Surprising Stocks You Never Knew Warren Buffett Owns
January 30, 2023
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BRK-B
DIS
NEM
Tags
NVDA
NEM
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Motley Fool
7 Dividend Stocks to Buy for a Stable Income Stream
January 27, 2023
Tickers
AZN
CVX
LMT
NEM
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AZN
CVX
Market News
From
InvestorPlace
The 7 Best Dividend Stocks to Buy to Beat the Market
January 19, 2023
Tickers
COST
CVX
LMT
NEM
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Stocks to Buy
VUG
NYSE:NEM,NYSE:RIO,NASDAQ:COST,NYSE:T,NYSE:CVX,NYSE:PFE,NYSE:LMT,NYSEARCA:VUG,NYSEARCA:VYM
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For January 19, 2023
January 19, 2023
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AGI
ALPN
BKR
CDE
Tags
FTI
NE
UCBI
From
Benzinga
As Gold Soars, This 2X Leveraged Fund Is Climbing In Tandem: What To Watch
January 16, 2023
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DUST
GOLD
NEM
NUGT
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Benzinga
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Benzinga
7 Stocks to Buy and Hold For a Lifetime
January 14, 2023
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COST
CVX
F
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InvestorPlace
4 Gold Stocks to Buy as the Precious Metal Trends Higher
January 12, 2023
Tickers
AU
GOLD
KGC
NEM
Tags
NYSE:NEM,NYSE:GOLD,NYSE:KGC,NYSE:AU
NEM
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InvestorPlace
What CNBC's 'Final Trades' Says About Home Depot, Lamar Advertising, Newmont And This Leading Automaker
January 05, 2023
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GM
HD
LAMR
NEM
Tags
Jim Lebenthal
Markets
LAMR
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Benzinga
4 High-Yield Dividend Stocks Billionaires Are Aggressively Buying for 2023
December 30, 2022
Tickers
F
NEM
T
WBA
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F
T
WBA
From
Motley Fool
Check Out What Whales Are Doing With NEM
December 20, 2022
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NEM
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Benzinga
From
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3 Stocks That Will Surge in 2023 as Fed Rate Hikes Continue
December 20, 2022
Tickers
JPM
NEM
RIO
Tags
JPM
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NYSE:NEM,NYSE:RIO,NYSE:JPM
From
InvestorPlace
The 7 Best Commodity Stocks to Buy for 2023
December 09, 2022
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BG
BHP
MOS
NEM
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BG
BHP
NEM
From
InvestorPlace
A Look Into Newmont's Debt
December 07, 2022
Tickers
NEM
Tags
NEM
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Intraday Update
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Benzinga
2023 Predictions From Standard Chartered: Bitcoin $5,000, Gold Soars, And Trouble For Biden
December 05, 2022
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BITCOMP
GOLD
NEM
USD-BITSTAMP
Tags
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Benzinga
From
Benzinga
Feeling Bullish On Newmont, Barrick Gold And Franco-Nevada? This ETF Offers 2X Leverage
November 30, 2022
Tickers
DUST
FNV
GOLD
NEM
Tags
Long Ideas
DUST
FNV
From
Benzinga
What 4 Analyst Ratings Have To Say About Newmont
November 21, 2022
Tickers
NEM
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
Crypto Crash, Recession Fears Push Investors To Gold: A Look At The Commodity And This 2X Leveraged Fund
November 09, 2022
Tickers
GOLD
NEM
NUGT
Tags
Short Ideas
NUGT
John Paulson
From
Benzinga
These Down-and-Out Stocks Are Shining Bright Today
November 08, 2022
Tickers
EQX
FNV
GDX
GDXJ
Tags
GDXJ
GOLD
Market News
From
Motley Fool
Looking Into Newmont Goldcorp's Return On Capital Employed
November 07, 2022
Tickers
NEM
Tags
BZI/ROCE
NEM
Earnings
From
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