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What We Buy Currently
What We Normally Don’t Buy
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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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Latest News about NEM
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Gold Prices To Climb 7% In 2025 Amid Trump's Return To White House And Geopolitical Tensions: 'Momentum Is Taking Back Over'
January 02, 2025
Tickers
GLD
GOLD
IAU
NEM
Tags
Commodities
NEM
Market News
From
Benzinga
Up 29% Year to Date, Can Gold Outperform the S&P 500 Again in 2025?
December 28, 2024
Tickers
GLD
NEM
Tags
^GSPC
GLD
Recent Press Releases
From
Motley Fool
Gold Mining Leaders Barrick, Newmont Sink Deeper As Death Cross Looms
December 27, 2024
Tickers
GOLD
NEM
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Gold
Top Stories
Market News
From
Benzinga
Santa Claus Rally: 10 S&P 500 Stocks That Consistently Outperform During Year-End Optimism
December 24, 2024
Tickers
AIZ
DIS
GPN
GS
Tags
ILMN
NEM
GS
From
Benzinga
Traders Fight The Grinch To Save The Santa Rally: 10 S&P 500 Stocks Poised For A Year-End Surge
December 20, 2024
Tickers
CBRE
ECON
FCX
GPN
Tags
Stories That Matter
CBRE
WDC
From
Benzinga
Options Corner: German Crisis Opens Safe-Haven Play In Newmont Call Options
December 16, 2024
Tickers
NEM
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Options Trade of the Day
Benzinga
Long Ideas
From
Benzinga
Market Whales and Their Recent Bets on NEM Options
December 16, 2024
Tickers
NEM
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Market News
BZI/UOA
Benzinga
From
Benzinga
Mexico And El Salvador Ponder Different Mining Stances
December 16, 2024
Tickers
AEM
BATT
EWW
EWZ
Tags
NEM
Commodities
Top Stories
From
Benzinga
Newmont Lays Off Senior Employees Pursuing More Cost Controls
December 10, 2024
Tickers
GOLD
NEM
NEWS
Tags
Commodities
NEM
Stories That Matter
From
Benzinga
Newmont Sells Colorado Mine For $275 Million, Refocuses On Gold, Copper
December 06, 2024
Tickers
COPPER
GDX
GOLD
NEM
Tags
Equities
Benzinga
RING
From
Benzinga
What the Options Market Tells Us About Newmont
December 03, 2024
Tickers
NEM
Tags
Options
Markets
NEM
From
Benzinga
Deal Dispatch: Stoli On The Rocks As US Business Goes Bankrupt, Ally Financial To Sell Credit Card Unit
November 30, 2024
Tickers
AAL
ALLY
AMCR
BERY
Tags
SNDR
Stories That Matter
SBUX
From
Benzinga
Newmont Sells Mine For $795 Million, Barrick Expands Reserves; Top Miners Unfazed By Underperformance
November 26, 2024
Tickers
GOLD
NEM
NEWS
Tags
Asset Sales
mining
Benzinga
From
Benzinga
MicroStrategy Upsizes Convertible Notes Offering To $2.6 Billion For Bitcoin Purchases
November 20, 2024
Tickers
BITCOMP
GOLD
GS
MSTR
Tags
Cryptocurrency
Benzinga
bitcoin
From
Benzinga
MSTR Rises 3% In Wednesday Pre-Market: Michael Saylor's Company Is Now Worth More Than The Combined Market Caps Of World's Two Largest Gold Mining Companies
November 20, 2024
Tickers
GOLD
MSTR
NEM
NEWS
Tags
MSTR
NEM
General
From
Benzinga
What Analysts Are Saying About Newmont Stock
November 19, 2024
Tickers
NEM
Tags
BZI/AAR
NEM
Analyst Ratings
From
Benzinga
Newmont Strikes Deal To Sell Musselwhite Gold Mine, Bolstering $2 Billion Asset Sales Streak
November 18, 2024
Tickers
GDX
NEM
NEWS
ORLA
Tags
NEM
Guidance
why it's moving
From
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Newmont's Options: A Look at What the Big Money is Thinking
November 18, 2024
Tickers
NEM
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NEM
Options
Markets
From
Benzinga
Here's Why Newmont Corporation Stock Fell 15% in October
November 07, 2024
Tickers
NEM
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Market News
NEM
Recent Press Releases
From
Motley Fool
Peter Schiff Says 'Cutting Taxes Is Easy' But Reducing Spending Not So Simple, Warns Of Inflation Spike Under Trump
November 06, 2024
Tickers
GOLD
NEM
NEWS
RGLD
Tags
Markets
NEM
Peter Schiff
From
Benzinga
Newmont Unusual Options Activity For November 05
November 05, 2024
Tickers
NEM
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
Newmont Seeks To Extend Largest Australian Mine Until 2050
October 31, 2024
Tickers
COPPER
GLD
NEM
NEWS
Tags
Benzinga
mining
Copper
From
Benzinga
This Boeing Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday
October 30, 2024
Tickers
BA
GPK
LEA
NEM
Tags
Top Downgrades
NEM
BA
From
Benzinga
Peter Schiff Asks Followers If MicroStrategy Can Tower This Gold Mining Giant In Marketcap — Here's The Message They Delivered
October 29, 2024
Tickers
GOLD
MSTR
NEM
NEWS
Tags
Bitcoin
Markets
MicroStrategy
From
Benzinga
Looking At Newmont's Recent Unusual Options Activity
October 28, 2024
Tickers
NEM
Tags
Market News
BZI/UOA
Benzinga
From
Benzinga
Why Is Gold Mining Dividend Stock Newmont Selling Off With Gold Prices at All-Time Highs?
October 27, 2024
Tickers
GLD
IAU
NEM
Tags
GLD
IAU
Recent Press Releases
From
Motley Fool
Genuine Parts Company, Universal Health Services, And TopBuild Are Among Top 10 Large Cap Losers Last Week (Oct 21-Oct 25): Are The Others In Your Portfolio?
October 26, 2024
Tickers
BLD
CSL
FIX
GPC
Tags
Market News
Large Cap
Top Stories
From
Benzinga
This Honeywell Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
October 25, 2024
Tickers
BOOT
HON
KHC
NEM
Tags
Top Downgrades
NEM
Market News
From
Benzinga
Top 3 Materials Stocks That May Explode In October
October 25, 2024
Tickers
NEM
NEWS
OLN
RSI
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Long Ideas
Market News
News
From
Benzinga
Analyst Expectations For Newmont's Future
October 24, 2024
Tickers
NEM
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Benzinga
Market News
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From
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