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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Analyzing GO Bonds
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Maturity Risk
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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
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Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
Municipal Bond Presentation
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
Featured Articles
Contrarian Notes Blog
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Ripple Effect Pressuring Global Stock Markets
September 20, 2021
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CDE
CLF
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LVS
Earnings
From
Benzinga
3 Gold Stocks Sinking Like a Stone
September 17, 2021
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GOLD
NEM
Tags
GOLD
NEM
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From
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Etsy And American Airlines Lead The S&P 500
September 16, 2021
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APTV
BBWI
CROX
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Benzinga
BBWI
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From
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7 Precious Metals Stocks on Watch With All Eyes on Afghanistan
September 13, 2021
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AG
BTG
FNV
GDX
Tags
GDX
RGLD
Market News
From
InvestorPlace
7 Gold Stocks to Consider for the Rising Fear Trade
September 09, 2021
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AU
GOLD
KGC
NEM
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WPM
SBSW
AU
From
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7 Top-Performing S&P 500 Stocks to Watch
September 08, 2021
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CARR
INTC
MSFT
Tags
NLOK
INTC
CARR
From
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3 Gold Stocks to Buy Right Now
September 08, 2021
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FNV
GOLD
NEM
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FNV
NEM
GOLD
From
Motley Fool
Palantir’s Gold Purchase Signals a Positive Turning Point
August 30, 2021
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NEM
PLTR
Tags
NEM
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PLTR
From
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These 20 ‘left behind’ stocks among the S&P 500 are expected to rise up to 59% over 12 months
August 26, 2021
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AMZN
ATVI
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WYNN
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From
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7 Best Robinhood Stocks to Buy for September
August 26, 2021
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HOOD
NEM
NIO
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From
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Washington Wants America to Catch Up to China's Manufacturing — a Mining Boom in North America Might be Needed
August 23, 2021
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FCX
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USGDF
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Partner Content
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USGDF
From
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Copper Stocks: Why FCX, RIO, NEM, and BHP Are Down Today
August 19, 2021
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FCX
HOOD
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HOOD
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The 7 Best Penny Stocks to Buy for Massive Upside Potential
August 13, 2021
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HOOD
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Unusual Options Activity Insight: Newmont
August 10, 2021
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NEM
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BZI/UOA
NEM
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Analyzing Newmont's Unusual Options Activity
August 06, 2021
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NEM
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Market News
Benzinga
Movers
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Benzinga
Analyzing Newmont's Unusual Options Activity
August 04, 2021
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NEM
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3 Dirt-Cheap Gold Stocks to Buy Right Now
August 04, 2021
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FQVLF
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KL
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FQVLF
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Unusual Options Activity Insight: Newmont
July 30, 2021
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NEM
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Benzinga
BZI/TFM
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Unusual Options Activity Insight: Newmont
July 29, 2021
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NEM
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Analyzing Newmont's Unusual Options Activity
July 28, 2021
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BZI/UOA
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Analyzing Newmont's Unusual Options Activity
July 23, 2021
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NEM
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Benzinga's Top Ratings Upgrades, Downgrades For July 23, 2021
July 23, 2021
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IS
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Newmont Goldcorp Corp (NEM) Q2 2021 Earnings Call Transcript
July 22, 2021
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NEM
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Gold and Precious Metals: Q2’s Winners And Not-So-Winners
July 22, 2021
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Newmont: Q2 Earnings Insights
July 22, 2021
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NEM
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Benzinga
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Earnings Scheduled For July 22, 2021
July 22, 2021
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7 Undervalued Stocks to Buy Even as Markets Hit an All-Time High
July 21, 2021
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CRON
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Understanding Newmont's Unusual Options Activity
July 21, 2021
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NEM
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BZI/UOA
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7 Gold and Silver Stocks to Buy as the Fear Trade Silently Heats Up
July 21, 2021
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AG
FCX
GOLD
NCAUF
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WPM
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NYSE:NEM,NYSE:GOLD,NYSE:FCX,NYSE:WPM,NASDAQ:RGLD,NYSE:AG,OTCMKTS:NCAUF
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Newmont Goldcorp's Earnings Outlook
July 21, 2021
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NEM
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Benzinga
Market News
BZI/EP
From
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