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about us
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Form CRS
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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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Check Out What Whales Are Doing With NEM
June 20, 2024
Tickers
NEM
Tags
NEM
Markets
Benzinga
From
Benzinga
Analyst Scoreboard: 7 Ratings For Newmont
June 17, 2024
Tickers
NEM
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Peering Into Newmont's Recent Short Interest
June 11, 2024
Tickers
NEM
Tags
Short Sellers
Benzinga
Short Ideas
From
Benzinga
3 Overly Undervalued Blue-Chip Stocks With Robust Yields
June 11, 2024
Tickers
CVX
NEM
VALE
Tags
NEM
CVX
VALE
From
InvestorPlace
Stocks Reclaim Record Highs As Jobs Data Fuels Growth Optimism; Gold, Bonds Tumble As Yields Rise: What's Driving Markets Friday?
June 07, 2024
Tickers
AEM
AMC
BRZE
DIA
Tags
GME
TLT
XLU
From
Benzinga
Cash Flow Kings: 7 Stocks Set to Deliver Massive Value to Shareholders
June 07, 2024
Tickers
AAPL
COST
CRWD
CVX
Tags
CVX
COST
HES
From
InvestorPlace
Wall Street Reacts To Hot Jobs Report: Stocks Swing As Traders Abandon July Rate Cut Hopes
June 07, 2024
Tickers
ADP
AMT
APD
DIA
Tags
FCX
NEM
Macro Economic Events
From
Benzinga
Newmont's Options Frenzy: What You Need to Know
June 06, 2024
Tickers
NEM
Tags
Options
Market News
BZI/UOA
From
Benzinga
Amid Soaring Gold, Silver Prices, Bank of America Is Bullish On These 4 Promising Metal ETFs For Good Investment Returns
May 27, 2024
Tickers
DBP
GLTR
GOLD
NEM
Tags
SLV
DBP
News
From
Benzinga
Looking Into Newmont's Recent Short Interest
May 23, 2024
Tickers
NEM
Tags
Market News
BZI/SHORTHIST
Short Sellers
From
Benzinga
3 Discounted Precious Metal Stocks to Buy for 100% Returns
May 21, 2024
Tickers
GOLD
HL
NEM
Tags
Stocks to Buy
NYSE:NEM,NYSE:GOLD,NYSE:HL
Market News
From
InvestorPlace
Silver, Gold, And Copper Breakout, Wall Street's Last Bear Throws In The Towel
May 20, 2024
Tickers
AAPL
AMZN
FCX
FQVLF
Tags
AMZN
Gold
AAPL
From
Benzinga
Breaking Down Newmont: 6 Analysts Share Their Views
May 16, 2024
Tickers
NEM
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
7 Blue-Chip Stocks to Protect Your Wealth as the Economy Slows
May 16, 2024
Tickers
AZN
CVX
LMT
NEM
Tags
WMT
Market News
Stocks to Buy
From
InvestorPlace
A Closer Look at Newmont's Options Market Dynamics
May 09, 2024
Tickers
NEM
Tags
BZI/UOA
Market News
Options
From
Benzinga
As Spot Gold Stalls Will Investors Turn To Gold Miners? This ETF Looks Ready To Break Out And Offers 2X Leverage
May 08, 2024
Tickers
FNV
GOLD
NEM
NUGT
Tags
Sector ETFs
direxion
Trading Ideas
From
Benzinga
3 Ignored Blue-Chip Stocks to Buy Before They Turn Red-Hot
May 07, 2024
Tickers
NEM
OXY
VALE
Tags
NEM
VALE
Stocks to Buy
From
InvestorPlace
4 Colossal Growth Stocks You'll Regret Not Buying in the New Nasdaq Bull Market
May 04, 2024
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MA
NEE
NEM
Tags
BIDU
Market News
MA
From
Motley Fool
3 Mining Stocks That Can Extract Long-Term Gains for Savvy Investors
May 03, 2024
Tickers
GOLD
NEM
SBSW
Tags
SBSW
NEM
GOLD
From
InvestorPlace
Peter Schiff Highlights Pandemic Darling Stock's 98.5% Decline To Make A Point About Mispriced Gold Mining Stocks: 'Same Situation Exists Today'
May 03, 2024
Tickers
GOLD
KGC
NEM
NEWS
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Expert Ideas
Market News
Equities
From
Benzinga
Precious Profits: 3 Silver Stocks to Scoop Up on the Upswing
May 02, 2024
Tickers
BHP
C
NEM
NGLOY
Tags
NEM
C
NYSE:NEM,NYSE:PAAS,NYSE:BHP,NYSE:C,OTCMKTS:NGLOY
From
InvestorPlace
Peering Into Newmont's Recent Short Interest
May 01, 2024
Tickers
NEM
Tags
Market News
BZI/SHORTHIST
Short Sellers
From
Benzinga
April Showers On Wall Street: Miners, Utilities Emerge As Bright Spots In Gloomy Market
April 30, 2024
Tickers
AAUKF
BLK
COPX
D
Tags
Top Stories
Commodities
Broad U/S/ Equity ETFs
From
Benzinga
Spotlight on Newmont: Analyzing the Surge in Options Activity
April 30, 2024
Tickers
NEM
Tags
Market News
Options
BZI/UOA
From
Benzinga
Will Earnings Cheer Continue To Buoy Markets? Apple, Amazon, Pfizer, Coinbase Lead Flurry Of Q1 Reports This Week
April 29, 2024
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AAL
AAPL
ABBV
ACI
Tags
COIN
ACI
RGA
From
Benzinga
Tracking Last Week's Top Performers: Are These 15 Large-Cap Stocks In Your Portfolio? (April 21-27, 2024)
April 28, 2024
Tickers
AR
ASR
BGNE
CARR
Tags
TYL
AR
News
From
Benzinga
What 5 Analyst Ratings Have To Say About Newmont
April 26, 2024
Tickers
NEM
Tags
Analyst Ratings
Benzinga
Market News
From
Benzinga
Reliance, Newmont Report Q1 Financial Results; BHP Proposes Acquisition Of Anglo American And More: Thursday's Top Mining Stories
April 26, 2024
Tickers
BHP
NEM
RS
Tags
mining
RS
BHP
From
Benzinga
Copper Is A Hot Commodity: Bidding War for Anglo American May Emerge After BHP's 'Low Ball' Offer — 'Let The Games Begin'
April 25, 2024
Tickers
ANFGF
ANGPY
BHP
COPJ
Tags
Gold
VALE
ANFGF
From
Benzinga
Gold Glitters On Stagflation Tailwinds: Newmont Soars 13% In Biggest Gain Post-Covid, Leads Mining Sector Surge
April 25, 2024
Tickers
AEM
AU
BVN
CDE
Tags
mining
CDE
Macro Notification
From
Benzinga
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