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home
about us
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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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Despite Record Highs, Gold Rally Could Be in Early Stages
December 11, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
Gold
SGDM
gold/silver/critical minerals channel
From
ETF Trends
Gold just hit a record high. Is it too late for investors to add it to portfolios?
December 06, 2023
Tickers
BAR
GLD
PHYS
SGDM
Tags
GLD
GC00
BAR
From
MarketWatch
Decreasing Inflation Shouldn’t Stifle Gold Prices, Says Strategist
November 27, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
Gold
SGDM
From
ETF Trends
Technical Analytics and Fundamentals Look Bullish for Gold
November 21, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
Gold market
gold miner
Gold/Silver/Critical Minerals Channel
From
ETF Trends
Gold Fever Hits Costco Stores as Safe Haven Demand Rises
November 07, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
PHYS
Sprott
SGDJ
From
ETF Trends
October’s Gold Rally Pushes the Metal Past Stocks
October 30, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
PHYS
SGDM
From
ETF Trends
Safe Haven Demand Should Keep Gold Elevated Through 2023
October 26, 2023
Tickers
GOLD
PHYS
SGDM
Tags
PHYS
Sprott
gold/silver/critical minerals channel
From
ETF Trends
Now May Be the Right Time to Buy Into Gold
October 17, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
PHYS
gold/silver/critical minerals channel
From
ETF Trends
Gold Bulls Hanging on Fed Chair’s Word of Eventual Rate Cuts
September 25, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Gold
SGDM
Sprott
From
ETF Trends
Gold Remains Steady Despite Higher Inflation Number
September 15, 2023
Tickers
GOLD
PHYS
SGDM
Tags
gold & silver investing channel
Sprott
PHYS
From
ETF Trends
Gold Exposure Has Increased to Highest Level in Over a Decade
September 11, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Gold
SGDM
Miners
From
ETF Trends
As Summer Turns into Fall, Gold Prices Could Start Rallying
September 05, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
SESG
PHYS
Gold/Silver/Critical Minerals Channel
From
ETF Trends
Central Bank Selling Isn’t Fazing Gold as Futures Rise in July
August 03, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
SESG
futures
PHYS
From
ETF Trends
Gold Can Still Reach New Highs, Says Strategist
July 17, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
PHYS
gold & silver investing channel
From
ETF Trends
Precious Metals Index Hints at Bullishness Despite Hawkish Fed
July 06, 2023
Tickers
GOLD
PHYS
PLATINUM
PSLV
Tags
SPPP
Gold
Palladium
From
ETF Trends
Precious Metals Index Rallied in the Past 3 Months
July 03, 2023
Tickers
GOLD
PHYS
PLATINUM
PSLV
Tags
Gold
SPPP
Precious Metals
From
ETF Trends
Gold, Palladium Prices Tick Higher as Markets Await Fed Pause
June 26, 2023
Tickers
GOLD
PHYS
SPPP
Tags
Gold/Silver/Critical Minerals Channel
SPPP
Gold
From
ETF Trends
Is a Big Move for Gold Just Up Ahead?
June 21, 2023
Tickers
GOLD
PHYS
SGDM
Tags
PHYS
Sprott
gold & silver investing channel
From
ETF Trends
Financial Experts Recommend ETFs for Gold Investing
June 12, 2023
Tickers
GOLD
PHYS
SGDM
Tags
ETFs
PHYS
Sprott
From
ETF Trends
Market Analyst: Gold Could Push Even Higher in 5 Years
May 19, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
PHYS
SGDM
From
ETF Trends
Recession Fears Strengthen Need for Gold Exposure
April 27, 2023
Tickers
GOLD
PHYS
SGDM
Tags
PHYS
Sprott
gold & silver investing channel
From
ETF Trends
Gold Gains Momentum as Bets Ramp Up on Rate Hike Pause
April 20, 2023
Tickers
GOLD
PHYS
SGDM
Tags
gold & silver investing channel
PHYS
Sprott
From
ETF Trends
A Fed Pivot Can Continue to Push Gold to New Highs
April 13, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
Gold
SGDM
gold/silver/critical minerals channel
From
ETF Trends
Silver Prices End March on a High Note
April 10, 2023
Tickers
GOLD
PHYS
PSLV
SILVER
Tags
gold & silver investing channel
Sprott
PHYS
From
ETF Trends
Traders Are Placing Bets on Another Gold Rally
March 30, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Gold/Silver/Critical Minerals Channel
Miners
gold & silver investing channel
From
ETF Trends
Shaky Banking Sector Pushes Gold Past $2,000
March 23, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
gold/silver/critical minerals channel
Gold
SGDM
From
ETF Trends
Fallout From Potential Banking Crisis Spurs Investors to Seek Gold
March 16, 2023
Tickers
GOLD
PHYS
SESG
Tags
SESG
Gold
gold/silver/critical minerals channel
From
ETF Trends
Gold Retreated in February, but Central Banks Bought More
March 14, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
central banks
SESG
gold/silver/critical minerals channel
From
ETF Trends
Retreating Gold Prices is Ramping up Demand from China, India
February 23, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
SESG
Gold/Silver/Critical Minerals Channel
ESG
From
ETF Trends
Inflation Report Could Sway Gold Prices Significantly
February 14, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
Gold
gold/silver/critical minerals channel
Sprott
From
ETF Trends
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