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home
about us
Investment Approach
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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
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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
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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
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Gold prices slip as U.S. dollar climbs ahead of Powell’s Jackson Hole speech
August 25, 2023
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Gold prices pull back after best day of August
August 24, 2023
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Gold prices climb for 4th day, on track for longest win streak in nearly 3 months
August 23, 2023
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Gold headed for longest win streak in more than a month as prices rise for 3rd day
August 22, 2023
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Gold rises, on track for back-to-back gains following four-week losing streak
August 21, 2023
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Gold steadies, attempts to snap longest losing streak since 2017
August 18, 2023
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Gold prices inch higher, struggling to snap longest losing streak in 6 years
August 17, 2023
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Gold prices slightly firmer after seeing 1-month lows
August 16, 2023
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Gold prices slide further as rising bond yields heap pressure on metals
August 15, 2023
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Gold continues to slide after worst week in nearly 2 months
August 14, 2023
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Gold futures stabilize after 3-day slide driven by rising bond yields, stronger U.S. dollar
August 11, 2023
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Gold prices stabilize ahead of U.S inflation report
August 10, 2023
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Gold slips for 3rd day as investors await U.S. inflation report
August 09, 2023
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Gold prices slip for 2nd day as disappointing economic news boosts U.S. dollar
August 08, 2023
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Gold prices slump as global bond yields rise, U.S. dollar strengthens
August 07, 2023
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Gold prices lower for 4th day as traders await July U.S. jobs report
August 04, 2023
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Gold prices slide for 3rd day as rising Treasury yields, stronger U.S. dollar sap demand
August 03, 2023
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Gold, silver slightly higher after Fitch strips U.S. government of top-tier credit rating
August 02, 2023
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Gold falls to start August as U.S. dollar advances
August 01, 2023
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Gold on track for biggest monthly advance since March despite last-minute weakness
July 31, 2023
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Gold prices pare losses after Bank of Japan loosens grip on bond yields
July 28, 2023
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Gold prices climb after latest Fed rate hike
July 27, 2023
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Gold prices higher as traders wait to hear from Fed’s Powell
July 26, 2023
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Gold prices cede some gains as traders await Fed meeting
July 25, 2023
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Gold prices in holding pattern as investors await Fed meeting
July 24, 2023
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Gold set to climb for 2nd straight week as investors look to Fed meeting
July 21, 2023
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Gold edges up to fresh 6-week high despite rise in Treasury yields
July 20, 2023
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Gold prices slip from 6-week high as U.S. dollar firms
July 19, 2023
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Gold prices hit 4-week high as weaker U.S. dollar, lower Treasury yields boost metals
July 18, 2023
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Gold pulls back after best week since April as weak China data weigh on commodities
July 17, 2023
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