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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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US Stocks Rebound As Treasury Yields, Dollar Fall On Dovish Fed Remarks, Gold Hits $2,040: What's Driving Markets Tuesday?
November 28, 2023
Tickers
DIA
FEZ
GDX
GLD
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$BTC
Markets
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From
Benzinga
Newmont's Options Frenzy: What You Need to Know
November 28, 2023
Tickers
NEM
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Benzinga
NEM
Markets
From
Benzinga
3 Promising Precious Metal Stocks Set to Shine Bright in 2024
November 22, 2023
Tickers
AEM
GLTR
NEM
Tags
NEM
NYSE:NEM,NYSE:AEM,NYSEARCA:GLTR
GLTR
From
InvestorPlace
Newmont Unusual Options Activity For November 21
November 21, 2023
Tickers
NEM
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Benzinga
NEM
Markets
From
Benzinga
Market Whales and Their Recent Bets on NEM Options
November 20, 2023
Tickers
NEM
Tags
Benzinga
NEM
Markets
From
Benzinga
Check Out What Whales Are Doing With NEM
November 16, 2023
Tickers
NEM
Tags
BZI/UOA
Options
Market News
From
Benzinga
Looking Into Newmont's Recent Short Interest
November 14, 2023
Tickers
NEM
Tags
BZI/SHORTHIST
Market News
Short Ideas
From
Benzinga
The 7 Best Commodities Stocks to Buy Based on Expert Predictions
November 14, 2023
Tickers
ALB
BASFY
CVX
DE
Tags
ALB
DE
NYSE:DE,OTCMKTS:BASFY,NYSE:CYVA,NYSE:NEM,NYSE:WPM,NYSE:ALB,NYSE:DVN,NYSE:CVX,NYSE:HES
From
InvestorPlace
Newmont Unusual Options Activity For November 09
November 09, 2023
Tickers
NEM
Tags
Benzinga
NEM
Markets
From
Benzinga
3 Stocks to Buy as Gold Touches $2,000 an Ounce
November 09, 2023
Tickers
GOLD
KGC
NEM
Tags
NEM
GOLD
NYSE:NEM,NYSE:GOLD,NYSE:KGC
From
InvestorPlace
7 Gold Stocks to Buy as the World Goes Off Its Rocker
November 07, 2023
Tickers
BHP
DRD
GOLD
NEM
Tags
RGLD
Stocks to Buy
Market News
From
InvestorPlace
What 5 Analyst Ratings Have To Say About Newmont
November 07, 2023
Tickers
NEM
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
The Top 3 Gold and Silver Stocks to Buy for a Safe Haven
November 07, 2023
Tickers
GOLD
NEM
PAAS
Tags
NYSE:GOLD,NYSE:PAAS,NYSE:NEM
PAAS
Stocks to Buy
From
InvestorPlace
3 Blue-Chip Stocks That Will Outperform the Index in 2024
November 06, 2023
Tickers
CVX
HES
LMT
NCMGF
Tags
NCMGF
NYSE:NEM,NYSE:LMT,NYSE:CVX,OTCMKTS:NCMGF,NYSE:HES
Stocks to Buy
From
InvestorPlace
3 Mining Stocks Poised for Massive Growth
November 06, 2023
Tickers
BTG
NEM
WPM
Tags
NEM
BTG
NYSE:WPM,NYSEMKT:BTG,NYSE:NEM
From
InvestorPlace
7 Evergreen Stocks for Long-term Wealth Generation
November 03, 2023
Tickers
AAPL
AZN
COST
CVX
Tags
NEM
COST
CVX
From
InvestorPlace
7 Growth Stocks Gearing Up to Breakout in Late 2023
November 02, 2023
Tickers
ADBE
CIFR
CRWD
CVX
Tags
NVDA
PFE
NASDAQ:CIFR,NYSE:NEM,NASDAQ:CRWD,NYSE:CVX,NASDAQ:ADBE,NYSE:PFE,NASDAQ:NVDA,CCC:BTC/USD
From
InvestorPlace
Gold Rush 2023: 3 Mining Stocks Ready to Shine Brighter Than Ever
November 01, 2023
Tickers
FNV
KGC
NEM
Tags
NEM
FNV
NYSE:KGC,NYSE:NEM,NYSE:FNV
From
InvestorPlace
Grow a Profitable Portfolio With These 3 Dividend Kings in 2024
October 30, 2023
Tickers
CVX
HES
LMT
NEM
Tags
LMT
NEM
HES
From
InvestorPlace
Check Out What Whales Are Doing With NEM
October 26, 2023
Tickers
NEM
Tags
NEM
Markets
Benzinga
From
Benzinga
Gold Miner Newmont Misses Q3 Earnings On Production Decline Due To Strike, Slashes FY23 Guidance
October 26, 2023
Tickers
NEM
Tags
News
Equities
Market News
From
Benzinga
A Preview Of Newmont's Earnings
October 25, 2023
Tickers
NEM
Tags
NEM
Earnings
BZI/EP
From
Benzinga
Golden Safety Net: 7 Gold Stocks to Keep You Out of the Poorhouse
October 25, 2023
Tickers
DPMLF
DRD
FNV
GOLD
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DPMLF
DRD
Market News
From
InvestorPlace
Gold Up Over 3% On The Week, Raising These Gold Funds, Consumer Discretionary Falls As Tesla Drops - ETF Winners And Losers: Large-Cap Returns
October 24, 2023
Tickers
AMZN
GDX
GLD
GOLD
Tags
GOLD
TLT
TSLA
From
Benzinga
Gold Bulls Excited, 10-Year Yield And Earnings In Focus
October 23, 2023
Tickers
AAPL
AMZN
GLD
GOLD
Tags
Markets
MSFT
Trading Ideas
From
Benzinga
Promising Picks: 7 Stocks to Buy Ahead of Their Q3 Earnings
October 23, 2023
Tickers
AMZN
CL
HSY
NEM
Tags
AMZN
NEM
HSY
From
InvestorPlace
How to Recession-Proof Your Portfolio: 7 Top Picks
October 22, 2023
Tickers
CGC
DG
FNV
MO
Tags
STZ
DG
NYSE:FNV,NYSE:NEM,NYSE:MO,NYSE:DG,NYSE:STZ,NASDAQ:CGC,NYSE:WMT,NYSE:NEE
From
InvestorPlace
Newmont Unusual Options Activity
October 20, 2023
Tickers
NEM
Tags
Benzinga
NEM
Markets
From
Benzinga
Newmont Unusual Options Activity
October 19, 2023
Tickers
NEM
Tags
Market News
Options
BZI/UOA
From
Benzinga
Money Rushing Into Safe Havens As Wall Street's Callous Calculation Blows Up
October 18, 2023
Tickers
AAPL
AMZN
ASML
GLD
Tags
Benzinga
Economics
NEM
From
Benzinga
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