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What We Normally Don’t Buy
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Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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Read FULL Seminar Here
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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
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Gold Miner Stocks Rise In Tandem With The General Market: This ETF Offers 2X Leverage
October 17, 2023
Tickers
DUST
FNV
GOLD
NEM
Tags
Trading Ideas
GOLD
Sector ETFs
From
Benzinga
Newmont And Mexican Union Reach Agreement To End Peñasquito Gold Mine Strike
October 16, 2023
Tickers
NEM
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News
NEM
General
From
Benzinga
Exxon’s $59.5 billion deal for Pioneer Natural Resources tops 2023 deals in moribund M&A market
October 11, 2023
Tickers
BAC
C
CSCO
GS
Tags
BAC
CSCO
XOM
From
MarketWatch
Check Out What Whales Are Doing With NEM
October 10, 2023
Tickers
NEM
Tags
Benzinga
Markets
NEM
From
Benzinga
Why Are Gold Prices Up Today?
October 09, 2023
Tickers
GOLD
NEM
Tags
Today's Market
NYSE:NEM,NYSE:GOLD
Market News
From
InvestorPlace
Fund Returns: Tech Stabilizes After Down Month, Utilities And Gold Mining Down - Large-Cap Winners And Losers
October 05, 2023
Tickers
AAPL
FNV
MSFT
NEE
Tags
Benzinga
FNV
NEM
From
Benzinga
8 Analysts Have This to Say About Newmont
October 04, 2023
Tickers
NEM
Tags
BZI/AAR
NEM
Benzinga
From
Benzinga
Q4 Stock Predictions: 3 Gold Stocks Ready to Shine
October 03, 2023
Tickers
GOLD
NEM
WPM
Tags
WPM
Stocks to Buy
Market News
From
InvestorPlace
This Is What Whales Are Betting On Newmont
October 02, 2023
Tickers
NEM
Tags
Markets
NEM
Benzinga
From
Benzinga
3 Gold Stocks to Buy on the Possibility of 2024 Rate Cuts
September 28, 2023
Tickers
GOLD
KGC
NCMGF
NEM
Tags
KGC
NCMGF
Market News
From
InvestorPlace
7 Doomed Dividend Stocks to Ditch ASAP
September 28, 2023
Tickers
BRK-A
BRK-B
C
D
Tags
HBI
Market News
BRK/A
From
InvestorPlace
Newmont Unusual Options Activity For September 27
September 27, 2023
Tickers
NEM
Tags
BZI/UOA
Options
Market News
From
Benzinga
3 Gold Mining Stocks to Bet On as Market Fears Grow
September 25, 2023
Tickers
NEM
SBSW
WPM
Tags
Stocks to Buy
Market News
NYSE:NEM,NYSE:WPM,NYSE:SBSW
From
InvestorPlace
How Is The Market Feeling About Newmont?
September 25, 2023
Tickers
NEM
Tags
Short Sellers
Benzinga
Short Ideas
From
Benzinga
Quant Ratings Updated on 98 Stocks
September 19, 2023
Tickers
ALNY
BMY
CHK
GFS
Tags
BMY
CHK
GFS
From
InvestorPlace
Gold Rises, Stocks Fall Ahead of Fed's Decision On Interest Rates: This 2X ETF Tracks Gold Miners And Is Poised For A Break Out
September 19, 2023
Tickers
DUST
FNV
GOLD
NEM
Tags
Long Ideas
Sector ETFs
Trading Ideas
From
Benzinga
3 Stocks to Buy Before the FOMC Meeting Concludes on Sept. 20
September 18, 2023
Tickers
CVX
NEM
RIO
Tags
CVX
NEM
RIO
From
InvestorPlace
The 3 Most Undervalued Materials Stocks to Buy in September 2023
September 15, 2023
Tickers
CE
FMC
MITSF
NCMGY
Tags
NCMGY
Stocks to Buy
Market News
From
InvestorPlace
Newmont Unusual Options Activity For September 15
September 15, 2023
Tickers
NEM
Tags
Market News
Options
BZI/UOA
From
Benzinga
3 Mining Stocks Worth Backing the Truck Up on Now
September 14, 2023
Tickers
GOLD
LAC
NEM
Tags
NYSE:GOLD,NYSE:NEM,NYSE:LAC
GOLD
NEM
From
InvestorPlace
Silver And Gold Take A Hit, Oil And Gas Up - ETF Winners And Losers: Large-Cap Returns
September 08, 2023
Tickers
CVX
GOLD
NEM
SONY
Tags
SONY
Benzinga
GOLD
From
Benzinga
(NEM) - Analyzing Newmont's Short Interest
September 08, 2023
Tickers
NEM
Tags
Short Sellers
Benzinga
Short Ideas
From
Benzinga
Newmont Unusual Options Activity For September 07
September 07, 2023
Tickers
NEM
Tags
Options
Market News
BZI/UOA
From
Benzinga
The 3 Best Inflation Stocks to Buy Now: September 2023
September 07, 2023
Tickers
CVX
KO
NEM
PEP
Tags
NEM
CVX
KO
From
InvestorPlace
Spot Gold Rises As Cracks In The U.S. Economy Start To Show: This Double-Leveraged Fund Can Accelerate Gains
August 30, 2023
Tickers
DUST
FNV
GOLD
NEM
Tags
Sector ETFs
GOLD
Trading Ideas
From
Benzinga
Analyst Expectations for Newmont's Future
August 29, 2023
Tickers
NEM
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Dividend Dynamos: 3 Stock Picks for Steady Growth Until 2030
August 28, 2023
Tickers
ALB
DOX
F
NEM
Tags
Market News
Stocks to Buy
NYSE:NEM,NYSE:ALB,NASDAQ:DOX,NYSE:F
From
InvestorPlace
Looking At Newmont's Recent Unusual Options Activity
August 22, 2023
Tickers
NEM
Tags
Options
Market News
BZI/UOA
From
Benzinga
‘The sharks are still there.’ Stock market’s decline is just beginning, this top fund manager says
August 21, 2023
Tickers
CVX
DUK
EXC
FCX
Tags
MDLZ
NPRTX
MRK
From
MarketWatch
The 3 Most Undervalued Materials Stocks to Buy Now: August 2023
August 20, 2023
Tickers
CTVA
NEM
RIO
Tags
RIO
CTVA
NEM
From
InvestorPlace
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