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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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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3 No-Brainer Gold Stocks to Buy Right Now
May 02, 2025
Tickers
AU
GDX
NEM
Tags
AU
GDX
NEM
From
Motley Fool
3 Stocks in the S&P 500 Index Have Done the Unthinkable and Rocketed at Least 45% This Year Despite Trump's Tariffs
May 02, 2025
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CVS
NEM
PLTR
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NEM
^GSPC
From
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Gold Is Skyrocketing: Is the World's Largest Gold Mining Company Still a Buy After Soaring 40% in 2025?
April 26, 2025
Tickers
NEM
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NEM
From
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Newmont (NEM) Q1 2025 Earnings Call
April 24, 2025
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NEM
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NEM
From
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Why Newmont Stock Rocked the Market Today
April 24, 2025
Tickers
NEM
Tags
NEM
Recent Press Releases
Market News
From
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Looking Into Newmont's Recent Short Interest
April 24, 2025
Tickers
NEM
Tags
BZI/SHORTHIST
Market News
NEM
From
Benzinga
Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?
April 24, 2025
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AAL
ALK
ALLE
AMP
Tags
DIA
IPG
RJF
From
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Newmont Reports Strong Q1 Earnings, Reaffirms Full-Year Guidance
April 24, 2025
Tickers
GOLD
NEM
NEWS
Tags
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why it's moving
From
Benzinga
Why Gold Miner Stocks Plunged Today on a Great day for the Markets
April 23, 2025
Tickers
AU
GFI
GOLD
NEM
Tags
Recent Press Releases
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GFI
From
Motley Fool
Why Newmont (NEM) Shares Are Trading Lower Today
April 23, 2025
Tickers
NEM
NEWS
Tags
News
NEM
why it's moving
From
Benzinga
Stocks Surge On China Tariff Hopes, Tesla Jumps, Gold Loses Shine: What's Driving Markets Wednesday?
April 23, 2025
Tickers
ALK
APH
AVY
BA
Tags
LRCX
XLV
Trump Tariffs
From
Benzinga
Golden Cross Glitter: Newmont Q1 Earnings Loom As Technicals Shine
April 23, 2025
Tickers
GOLD
NEM
Tags
Jerome Powell
Golden Cross
Benzinga
From
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Earnings Scheduled For April 23, 2025
April 23, 2025
Tickers
ALK
AMTB
APH
ARR
Tags
NOW
TYL
RNR
From
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Gold Miners Surge 50% Year To Date As Record Bullion Prices Drive Optimism Ahead Of Earnings
April 22, 2025
Tickers
AEM
ECON
GDX
GOLD
Tags
Sector ETFs
Imaru Casanova
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From
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Examining the Future: Newmont's Earnings Outlook
April 22, 2025
Tickers
NEM
Tags
Benzinga
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BZI/EP
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Gold Price Soars To Record Highs, Eyes Best 2-Month Rally Since 2011 On Blockbuster ETF Buying
April 21, 2025
Tickers
AAAU
AEM
AGI
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Tags
Benzinga
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SSRM
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Stocks That Weathered Past Recessions: Expert Shares Picks That Withstood Every Downturn
April 19, 2025
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CLX
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US
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ORLY
From
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Top 3 Materials Stocks That Are Ticking Portfolio Bombs
April 17, 2025
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Tags
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Newmont Completes A Year-Long Portfolio Optimization Process
April 17, 2025
Tickers
DSVSF
GOLD
NEM
NEWS
Tags
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Stocks Sink As Powell Dismisses 'Fed Put' Safety Net, Gold Extends Massive Lead Over Nasdaq
April 16, 2025
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ABT
AMD
APA
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Tags
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Ghana Tightens Control Over Gold Exports As Yellow Metal Prices Surge
April 15, 2025
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BAR
GLD
GLDM
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Tags
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Legal
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Stock Of The Day – Will The Newmont Mining Rally Continue?
April 14, 2025
Tickers
NEM
Tags
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Benzinga
Market News
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Peter Schiff Expects Mining Firm Newmont Corp To Top $100 Amid Gold Price Rally: 'Wall Street Is Worthless'
April 14, 2025
Tickers
GOLD
NEM
NEWS
SPY
Tags
Benzinga
UBS
NEM
From
Benzinga
Gold Related Large-Cap Stocks Outperformed In One Of The Most Volatile Weeks (Apr 7-Apr 11): Are These In Your Portfolio?
April 13, 2025
Tickers
AU
AVGO
CEG
CVNA
Tags
HMY
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From
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Stocks Notch Best Week In Years As Dip Buying On Tariff Crisis Gathers Momentum
April 11, 2025
Tickers
AMAT
AMD
AVGO
DIA
Tags
Economics
Government
HII
From
Benzinga
Newmont Soars With A New $60 Price Target, Leads S&P 500 Higher
April 11, 2025
Tickers
GDX
GOLD
NEM
NEWS
Tags
Benzinga
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From
Benzinga
Gold Miners Go Parabolic: GDX Hits 2012 Highs, Newmont Soars 9%
April 11, 2025
Tickers
GDX
GDXJ
GOEX
GOLD
Tags
Donald Trump
Commodities
RING
From
Benzinga
Why Newmont Stock Jumped 26% Amid Market Volatility This Week
April 11, 2025
Tickers
NEM
Tags
Market News
Recent Press Releases
^GSPC
From
Motley Fool
Wall Street Rebounds, JPMorgan Jumps On Strong Q1 Earnings: What's Driving Markets Friday?
April 11, 2025
Tickers
CRL
DIA
ECON
FAST
Tags
HII
Government
Economics
From
Benzinga
Why Newmont, Coeur Mining, and Barrick Gold Stocks Popped Today
April 11, 2025
Tickers
CDE
GOLD
NEM
Tags
CDE
NEM
GOLD
From
Motley Fool
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