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home
about us
Investment Approach
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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
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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
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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
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Recap: Newmont Q2 Earnings
July 25, 2022
Tickers
NEM
Tags
BZI/Recaps
Earnings
NEM
From
Benzinga
Earnings Scheduled For July 25, 2022
July 25, 2022
Tickers
ACC
AGNC
AIN
ARE
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RRC
HXL
WHR
From
Benzinga
Newmont Whale Trades Spotted
July 22, 2022
Tickers
NEM
Tags
Options
Markets
NEM
From
Benzinga
Newmont Goldcorp's Earnings Outlook
July 22, 2022
Tickers
NEM
Tags
BZI/EP
Benzinga
NEM
From
Benzinga
How Is The Market Feeling About Newmont?
July 22, 2022
Tickers
NEM
Tags
Market News
Short Ideas
BZI/SHORTHIST
From
Benzinga
Surprise! 5 Stocks You Had No Clue Warren Buffett Owns
July 22, 2022
Tickers
BRK-A
BRK-B
DIS
IBM
Tags
TAP
Recent Press Releases
NEM
From
Motley Fool
Stocks That Hit 52-Week Lows On Thursday
July 21, 2022
Tickers
ALLR
AOUT
ATHE
AUMN
Tags
FAX
WALD
MVST
From
Benzinga
Will Chart Analysts Notice Bad Omen on Newmont's Chart
July 19, 2022
Tickers
NEM
Tags
Benzinga
Market News
Trading Ideas
From
Benzinga
7 Best Gold Stocks to Buy Now
July 17, 2022
Tickers
AEM
FNV
GFI
NEM
Tags
Stocks to Buy
NYSE:NEM,NYSE:AEM,NYSE:GFI,NYSE:FNV,NYSE:WPM,NYSE:SA,OTCMKTS:OCANF,NYSEARCA:SGDJ
GFI
From
InvestorPlace
This Is What Whales Are Betting On Newmont
July 15, 2022
Tickers
NEM
Tags
NEM
Options
Markets
From
Benzinga
How To Attend Newmont Q2 2022 Earnings Conference Call
July 13, 2022
Tickers
NEM
Tags
Benzinga
Market News
Earnings
From
Benzinga
Looking At Newmont's Recent Whale Trades
July 13, 2022
Tickers
NEM
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
How Is The Market Feeling About Newmont?
July 06, 2022
Tickers
NEM
Tags
Benzinga
BZI/SHORTHIST
Short Ideas
From
Benzinga
Can Precious Metals Save Investors As Inflation Continues To Soar?
July 06, 2022
Tickers
NEM
SSRM
Tags
NEM
Markets
SSRM
From
Benzinga
This Junior Mining Company Targeting Unlocking Second Half Of Nevada's Gold Endowment With New Technology
July 06, 2022
Tickers
GOLD
NEM
NVDEF
Tags
GOLD
Emerging Markets
Penny Stocks
From
Benzinga
Why Is Ra Medical (RMED) Stock Up 65% Today?
July 05, 2022
Tickers
NEM
RMED
XOM
Tags
XOM
Market News
Today's Market
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NEM Stock Alert: 5 Things to Know as Newmont Reaches Profit-Sharing Agreement
July 05, 2022
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NEM
TSLA
XOM
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XOM
Today's Market
From
InvestorPlace
Hedge With Gold And Get Rewarded?
July 05, 2022
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FTCO
GOLD
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Benzinga
Market News
Partner Content
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7 Large-Cap Stocks With Sustained Dividend Growth Potential
July 05, 2022
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AAPL
AZN
COST
CVX
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MSFT
Dividend Stocks
NEM
From
InvestorPlace
What Are Whales Doing With Newmont
July 01, 2022
Tickers
NEM
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
3 Mining Stocks to Buy Now in July 2022
July 01, 2022
Tickers
ARCH
GOLD
NEM
SBSW
Tags
ARCH
Market News
Stocks to Buy
From
InvestorPlace
What Are Whales Doing With Newmont
June 29, 2022
Tickers
NEM
Tags
NEM
Markets
Options
From
Benzinga
4 Gold Stocks to Buy for Stubbornly High Inflation
June 14, 2022
Tickers
AU
GOLD
KGC
NEM
Tags
Market News
KGC
NYSE:NEM;NYSE:GOLD;NYSE:KGC;NYSE:AU
From
InvestorPlace
Looking At Newmont's Recent Whale Trades
June 13, 2022
Tickers
NEM
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
With Inflation (Still) at 8.6%, Beat the Inflation Nightmare With These 3 Stocks
June 11, 2022
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NEE
NEM
UBSFY
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UBSFY
NEE
Recent Press Releases
From
Motley Fool
7 Best Gold Stocks to Buy for Fighting Inflation
June 09, 2022
Tickers
AEM
AU
AUY
GFI
Tags
NEM
AUY
Market News
From
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Stratum Nutrition® Extends Its Patent Portfolio to Europe and Canada
May 24, 2022
Tickers
NEM
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Supplements
Joint Health
Patent
From
PRLog
Top tokens to buy as the crypto market is in recovery
May 16, 2022
Tickers
NEM
Tags
NEM
Cryptocurrency
Market Analysis
From
Invezz
7 Profitable Places to Hide Your Money During a Bear Market
May 13, 2022
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ABBV
ADM
AVB
BHP
Tags
LINK/USD
VICI
VPU
From
InvestorPlace
3 Gold and Silver Stocks to Buy for a Not-So-Shiny Market
May 11, 2022
Tickers
GOLD
HL
NEM
Tags
NEM
HL
GOLD
From
InvestorPlace
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