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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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This Is What Whales Are Betting On Newmont
March 27, 2023
Tickers
NEM
Tags
Market News
BZI/UOA
Benzinga
From
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7 Blue-Chip Stocks to Buy for Capital Preservation
March 23, 2023
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ALB
AZN
CVX
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NEM
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Check Out What Whales Are Doing With NEM
March 21, 2023
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NEM
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BZI/UOA
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How Is The Market Feeling About Newmont?
March 20, 2023
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NEM
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NEM
Trading Ideas
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March 20, 2023
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FNV
GOLD
NEM
Tags
GOLD
SBSW
Stocks to Buy
From
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3 Low-PE Ratio Blue-Chip Stocks Offering Both Quality and Value
March 18, 2023
Tickers
ALB
CVX
NEM
Tags
Stocks to Buy
CVX
NYSE:NEM,NYSE:ALB,NYSE:CVX
From
InvestorPlace
The 7 Best Gold Stocks to Buy for Portfolio Diversification
March 18, 2023
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AEM
FNV
GFI
GOLD
Tags
Stocks to Buy
GFI
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From
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Barron's Top Weekend Stock Picks: JP Morgan, Microsoft, Newmont And Why Apple Is Climbing As Banks Collapse
March 18, 2023
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NEM
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Barron's
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From
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How XPeng and Newmont Avoided Friday's Stock Market Rout
March 17, 2023
Tickers
DJI
NEM
XPEV
Tags
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Market News
XPEV
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Gold Rallies Eyeing $2,000/oz As Recession Looms – These 3 ETFs To Gain From Precious Metal's Bull Wave
March 17, 2023
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AUY
EAM
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7 High-Yield Dividend Stocks That Can Double Your Money in 2023
March 17, 2023
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Stocks to Buy
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A Bullish Sign Appears On Newmont's Chart
March 16, 2023
Tickers
NEM
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Movers
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Looking To Play The Gold Miner Sector To The Upside? This ETF Offers 2X Leverage
March 15, 2023
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FNV
GOLD
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Benzinga
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7 Undervalued Dividend Stocks for Your Must-Buy List
March 14, 2023
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K
MDT
NEM
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NEM
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Analyst Ratings for Newmont
March 14, 2023
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NEM
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NEM
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Benzinga's Top Ratings Upgrades, Downgrades For March 14, 2023
March 14, 2023
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Intraday Update
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Why Are Gold Stocks NEM, GOLD, KGC, IAG Up Today?
March 13, 2023
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IAG
KGC
NEM
Tags
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SIVB
SBNY
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February’s 7 Worst-Performing S&P 500 Stocks to Buy on the Cheap
March 09, 2023
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COP
DPZ
EOG
GEN
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EOG
TPR
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The 3 Best Recession Stocks to Buy for 2023
March 01, 2023
Tickers
COST
NEM
PFE
Tags
PFE
Market News
Stocks to Buy
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7 Gold Stocks to Buy for the Forward-Thinking Contrarian
March 01, 2023
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AUY
CGAU
GFI
GOLD
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NEM
RGLD
Stocks to Buy
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The 20 worst U.S. stocks in February: the biggest loser dropped 36%
February 28, 2023
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AAPL
ABNB
ADBE
AKAM
Tags
CAT
MRK
NDX
From
MarketWatch
EXCLUSIVE: Ceo.ca's Joshua Duggan On The Next Commodity Bull Run And What's Spurring It (AMC Entertainment, Elon Musk?)
February 25, 2023
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AMC
HYMC
NEM
PMETF
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SPOFF
Benzinga
Small Cap
From
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Benzinga's Top Ratings Upgrades, Downgrades For February 24, 2023
February 24, 2023
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AMSF
BMEA
BOWL
CCCC
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KTOS
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From
Benzinga
Looking Into Newmont Goldcorp's Return On Invested Capital
February 24, 2023
Tickers
NEM
Tags
Benzinga
BZI/ROCE
NEM
From
Benzinga
GDP Revised Lower, Labor Market Still Tight
February 23, 2023
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AAWW
AEP
AUVI
BABA
Tags
News
WFC
DISH
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Benzinga
Earnings Scheduled For February 23, 2023
February 23, 2023
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LAW
LAZY
LKQ
LMAT
Tags
W
SQ
LAW
From
Benzinga
A Preview Of Newmont Goldcorp's Earnings
February 22, 2023
Tickers
NEM
Tags
BZI/EP
Benzinga
NEM
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For February 14, 2023
February 14, 2023
Tickers
ACCO
AVPT
CF
CHKP
Tags
TERN
FIS
FTNT
From
Benzinga
These 20 companies are bucking a mostly negative earnings trend. Here’s what that means for their stocks.
February 14, 2023
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AAL
ARE
BA
CCL
Tags
MU
MGM
WDC
From
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Benzinga's Top Ratings Upgrades, Downgrades For February 13, 2023
February 13, 2023
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AAP
AB
ACLX
ATLX
Tags
HCP
ATLX
MAS
From
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