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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
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Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Revenue Municipal Bonds
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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 sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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MARKET RESEARCH
Featured Quarterly Newsletter
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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
Featured Articles
Contrarian Notes Blog
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Stocks That Hit 52-Week Lows On Tuesday
August 30, 2022
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JFBR
JZ
KLR
KUKE
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KLR
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Looking At Newmont's Recent Whale Trades
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NEM
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Benzinga
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August 26, 2022
Tickers
NEM
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Recent Press Releases
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NEM
From
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Newmont Whale Trades For August 25
August 25, 2022
Tickers
NEM
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Market News
BZI/UOA
Benzinga
From
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7 Stocks for Investors Over 30 to Buy and Hold
August 24, 2022
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AAPL
COST
CVX
NEM
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PFE
TSLA
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From
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August 17, 2022
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NEM
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Markets
NEM
Options
From
Benzinga
Check Out What Whales Are Doing With Newmont
August 15, 2022
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Market News
BZI/UOA
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ADBE
AMZN
BABA
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BRK/B
From
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Newmont Whale Trades For August 10
August 10, 2022
Tickers
NEM
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
August 03, 2022
Tickers
ASPC
BAX
BBIG
BGXX
Tags
NEM
ESGR
BBIG
From
Benzinga
Short Volatility Alert: Newmont Corporation
August 02, 2022
Tickers
NEM
Tags
Market News
contributors
NEM
From
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Gold Below $1,800: 3 Different Ways to Invest Now
July 30, 2022
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GDX
GLD
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META
NEM
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NYSE:BABA,NYSE:NEM,NASDAQ:META
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CE
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Gold Mining Company Newmont Selloff 'Overdone' After Q2 Results, This Analyst Says While Upgrading Stock
July 27, 2022
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Large Cap
News
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Benzinga's Top Ratings Upgrades, Downgrades For July 27, 2022
July 27, 2022
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U.S. Stock Futures Gain; All Eyes On Fed Decision
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F
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BA
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DY
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Tuesday's Market Minute: Tech Heavyweight Earnings On Deck: GOOGL, MSFT, META, AMZN, AAPL
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July 26, 2022
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BZI/ROCE
Benzinga
Earnings
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Coinbase, MicroStrategy And Some Other Big Stocks Dropping On Monday
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COIN
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ADXN
AFIB
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Benzinga
Why Newmont Stock Is Falling Today
July 25, 2022
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NEM
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Movers
NEM
Earnings
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Benzinga
Why Newmont Stock Fell in a Ditch Today, Dropping as Much as 14%
July 25, 2022
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NEM
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Recent Press Releases
NEM
Market News
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Motley Fool
GOLD Stock Falls as Fed Meeting Drags Down Gold Prices
July 25, 2022
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GOLD
NEM
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GOLD
NYSE:NEM,NYSE:GOLD
NEM
From
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What Are Whales Doing With Newmont
July 25, 2022
Tickers
NEM
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BZI/UOA
Market News
Benzinga
From
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Stocks That Hit 52-Week Lows On Monday
July 25, 2022
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AG
AIU
AKA
ALR
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ODV
MUX
NUVB
From
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GRIT - Monday Market Update
July 25, 2022
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AMZN
BAC
CHTR
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NOW
BAC
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From
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IEA Stock Gains 29% as MasTec Announces Acquisition Deal
July 25, 2022
Tickers
GOVX
IEA
MTZ
NEM
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NASDAQ:IEA,NYSE:MTZ,NASDAQ:GOVX,NYSE:NEM
Market News
MTZ
From
InvestorPlace
Newmont (NEM) Stock Drops on Q2 Profit Miss
July 25, 2022
Tickers
NEM
NIO
PTON
Tags
Market News
Today's Market
NEM
From
InvestorPlace
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