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home
about us
Investment Approach
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Team Biographies
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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
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Latest News about NEM
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Stocks Drop, Tech Tumbles With Meta's Weak Outlook, Q1 Stagflation Fears; Gold Miners Advance: What's Driving Markets Thursday?
April 25, 2024
Tickers
AZN
BYD
CARR
CAT
Tags
URI
VLO
BYD
From
Benzinga
Why Gold Miner Newmont Shares Are Surging Today
April 25, 2024
Tickers
GDX
NEM
NEWS
RING
Tags
Guidance
Dividends
NEM
From
Benzinga
NEM Stock Earnings: Newmont Beats EPS, Misses Revenue for Q1 2024
April 25, 2024
Tickers
NEM
Tags
Earnings Reports
NEM
Market News
From
InvestorPlace
US Stocks Brace For Negative Start Amid Tech Earnings Disappointments, Caution Ahead Of Data: 'Worst Of This Two-Week Decline Is Behind Us,' Says Analyst
April 25, 2024
Tickers
AAL
AZN
BA
BMY
Tags
BMY
Market News
TMUS
From
Benzinga
Is Gold the New Bitcoin? 3 Stocks to Ride This Potential Boom
April 24, 2024
Tickers
AEM
BITCOMP
GOLD
NEM
Tags
BTC/USD
GOLD
Stocks to Buy
From
InvestorPlace
Investor Alert: Prepare for the Market Crash With These 3 Stocks
April 23, 2024
Tickers
LMT
MRK
NEM
Tags
Market News
NYSE:LMT,NYSE:MRK,NYSE:NEM
MRK
From
InvestorPlace
Market Whales and Their Recent Bets on NEM Options
April 23, 2024
Tickers
NEM
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
Geopolitical Relief Triggers Gold Selloff: Prices Dip Below $2,350 Mark, Mining Stocks Hit Hard
April 22, 2024
Tickers
AU
AYA
CDE
DRD
Tags
ETFs
Top Stories
Large Cap
From
Benzinga
Stocks Set To Snap Worst Losing Streak In Nearly 2 Years, Gold Sinks, Bitcoin Reclaims $66,000: What's Driving Markets Monday?
April 22, 2024
Tickers
BITCOMP
CAH
COIN
DIA
Tags
Market News
XLF
COIN
From
Benzinga
Can Magnificent 7 Help Script Market Turnaround? Earnings Pick Up Pace With Microsoft, Meta, Alphabet And Tesla Expected This Week
April 21, 2024
Tickers
AAL
ABBV
ACI
ALV
Tags
IBM
RCL
STLD
From
Benzinga
US Gold Closes $4.9M Offering; Law Firm Investigates Compass Minerals; Newmont Appoints New CTO And More: Friday's Top Mining Stories
April 19, 2024
Tickers
AA
CMP
NEM
USAU
Tags
Market News
Top Stories
USAU
From
Benzinga
Alcoa Reports Q1 Results; Newmont's 2023 Sustainability Report; Foremost Lithium To Attend Planet MicroCap Showcase And More: Thursday's Top Mining Stories
April 18, 2024
Tickers
AA
COPPER
FMST
GOLD
Tags
Copper
NUE
Earnings
From
Benzinga
Golden Opportunities: 3 Stocks to Buy as Gold Prices Reach New Heights
April 18, 2024
Tickers
BACHY
GOLD
GS
NEM
Tags
GS
Market News
GOLD
From
InvestorPlace
Capitalizing on Gold’s Momentum: 3 Stocks to Watch in April
April 18, 2024
Tickers
BTG
GOLD
NEM
Tags
Market News
BTG
NEM
From
InvestorPlace
Spot Gold Rises As Tehran Attack Sparks Fear Of Wider Conflict: This ETF (NUGT) Tracks Gold Miners
April 16, 2024
Tickers
FNV
GOLD
NEM
NUGT
Tags
Sector ETFs
direxion
Short Ideas
From
Benzinga
Argan Reports Upbeat Earnings, Joins Coupang And Other Big Stocks Moving Higher On Friday
April 12, 2024
Tickers
AGX
CDE
CLNE
CPNG
Tags
GL
NKLA
Market News
From
Benzinga
Bullion Bullseye: 3 Gold Stocks for Precious Metal Profits
April 10, 2024
Tickers
GOLD
KGC
NEM
Tags
NEM
NYSE:NEM,NYSE:GOLD,NYSE:KGC
Market News
From
InvestorPlace
7 Gold Stocks to Buy as the Fear Trade Kicks into High Gear
April 10, 2024
Tickers
BHP
BTG
GOLD
NEM
Tags
BTG
BHP
WPM
From
InvestorPlace
Gilded Gains: 3 Gold Stocks to Shine in Your Portfolio
April 09, 2024
Tickers
GOLD
KGC
NEM
Tags
GOLD
NYSE:GOLD,NYSE:NEM,NYSE:KGC
Stocks to Buy
From
InvestorPlace
Copper Kings: 3 Stocks to Profit From the Conductive Metal Boom
April 09, 2024
Tickers
FCX
NEM
TECK
Tags
FCX
NYSE:NEM, NYSE:TECK, NYSE:FCX
Market News
From
InvestorPlace
Looking Into Newmont's Recent Short Interest
April 08, 2024
Tickers
NEM
Tags
Market News
BZI/SHORTHIST
Short Ideas
From
Benzinga
Nucor Introduces Weekly Spot Pricing; Cleveland-Cliffs Applauds New DOE Standard; Newmont Concludes $20M Support Fund And More: Friday's Top Mining Stories
April 05, 2024
Tickers
CLF
NEM
NUE
TX
Tags
Commodities
NEM
Price Target
From
Benzinga
Gold Shines Above $2,300, Ends Another Week At Record High: Mining Stocks Rally To 11-Month Peak
April 05, 2024
Tickers
AG
AYA
CDE
CXB
Tags
KNT
Commodities
NEM
From
Benzinga
Stocks Rally On Hot Jobs Data, Defy Interest Rate Fears, Gold Hits New High, Oil Tops $87: What's Driving Markets Friday?
April 05, 2024
Tickers
CDE
DIA
ECON
ENPH
Tags
ENPH
Tech
Mid Cap
From
Benzinga
Radius Recycling Reports Q2 Results; American Battery Awarded Another $40.5 Million; Nexa Prices $600 Million Offering And More: Thursday's Top Mining Stories
April 04, 2024
Tickers
ABAT
NEM
NEXA
RDUS
Tags
Markets
NEM
Commodities
From
Benzinga
Expert Ratings For Newmont
April 04, 2024
Tickers
NEM
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Newmont Unusual Options Activity
April 04, 2024
Tickers
NEM
Tags
Markets
Options
NEM
From
Benzinga
The Golden Opportunity: 3 Stocks Poised to Outshine Gold’s Record High
March 28, 2024
Tickers
CDE
GS
NEM
SAND
Tags
CDE
NEM
Stocks to Buy
From
InvestorPlace
Stocks Pause As Traders Reassess Interest Rate Path, Gold Makes New Highs, Bitcoin Rebounds: What's Driving Markets Thursday?
March 28, 2024
Tickers
AEM
AMZN
BITCOMP
CATX
Tags
RH
AEM
Broad U/S/ Equity ETFs
From
Benzinga
Decoding Newmont's Options Activity: What's the Big Picture?
March 26, 2024
Tickers
NEM
Tags
Markets
NEM
Options
From
Benzinga
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