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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Gold ETFs See Big Inflows in January
February 08, 2022
Tickers
PHYS
SGDJ
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Tags
gold & silver investing channel
SGDJ
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From
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January 31, 2022
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SGDJ
SGDM
Tags
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PHYS
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Fed Meeting Sends Gold Tumbling
January 27, 2022
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SGDJ
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Tags
Sprott
PHYS
gold & silver investing channel
From
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The Top 10 Things Gold and Precious Metals Investors Should Watch for in 2022
January 21, 2022
Tickers
PHYS
SGDJ
SGDM
Tags
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Sprott
PHYS
From
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With Systemic Risks Everywhere, Seek Safety in Gold
January 14, 2022
Tickers
PHYS
PSLV
SGDJ
SGDM
Tags
PSLV
SGDJ
gold & silver investing channel
From
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Less Hawkish Fed Could Push Gold Prices Higher
January 12, 2022
Tickers
GOLD
PHYS
Tags
interest rates
Sprott
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Commodities Analyst: Spot Gold Could Hit $2,100
January 05, 2022
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PHYS
Tags
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gold & silver investing channel
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Gold, Silver Prices Fall in 2021, but Bullion Sales Excel
January 04, 2022
Tickers
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GOLD
PHYS
SILVER
Tags
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Gold
PHYS
From
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Ed Coyne Discusses the State of Gold and Gold Equities
January 04, 2022
Tickers
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PHYS
PSLV
SGDJ
Tags
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PSLV
Uranium
From
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Gold Struggles to Hold On to $1800 as Jobless Report Hits Record Low
December 30, 2021
Tickers
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PSLV
SGDJ
SGDM
Tags
PSLV
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From
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Gold Picks Up Heading Into the New Year
December 29, 2021
Tickers
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PHYS
Tags
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Sprott
gold & silver investing channel
From
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Precious Metals “Stay the Course” Despite Challenging Year
December 23, 2021
Tickers
PHYS
PSLV
SGDJ
SGDM
Tags
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From
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Gold ETFs Stumble as Traders Weigh Omicron, Fed Actions
December 20, 2021
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PSLV
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Tags
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Momentum Swings Towards Gold After PMI Data Disappoints
December 17, 2021
Tickers
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PHYS
Tags
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PHYS
gold & silver investing channel
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Gold Prices Face Downward Pressure as Market Fixates on Fed
December 14, 2021
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PHYS
Tags
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If Property Prices Crash, Look to Gold
December 13, 2021
Tickers
PHYS
PSLV
SGDJ
SGDM
Tags
PSLV
SGDM
gold & silver investing channel
From
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Low Yields and Omicron Pushed Gold Higher 1% Last Week
December 04, 2021
Tickers
GOLD
PHYS
Tags
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green
gold & silver investing channel
From
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Gold Takes Another Hit as Fed Presents Hawkish Stance
December 03, 2021
Tickers
PHYS
SGDJ
SGDM
Tags
SGDM
Sprott
PHYS
From
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Demand Picks Up for Gold as a Gift and Investment
November 30, 2021
Tickers
CEF
GOLD
PHYS
SILVER
Tags
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Gold
gold & silver investing channel
From
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Renewed Uncertainty Amid COVID Variant Pushes Gold Higher
November 29, 2021
Tickers
GOLD
PHYS
Tags
gold & silver investing channel
PHYS
Sprott
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Inflation Isn’t Going Away Yet — Pick Up Gold
November 20, 2021
Tickers
GOLD
PHYS
Tags
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PHYS
From
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As Inflationary Pressures Remain, Gold Nears 5-Month High
November 18, 2021
Tickers
GOLD
PHYS
Tags
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Gold
Dollar
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Surging Inflation Helps Precious Metals ETFs Shine
November 15, 2021
Tickers
GOLD
PHYS
PSLV
SILVER
Tags
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Alternatives
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ETF Trends
Sprott Acquires North Shore Global Uranium Mining ETF
November 05, 2021
Tickers
PHYS
PSLV
SGDJ
SGDM
Tags
U/U
PSLV
Sprott
From
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A Reliable Track Record Still Draws Investors to Gold
November 02, 2021
Tickers
GOLD
PHYS
Tags
Gold
Precious Metals
PHYS
From
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During a Financial Crisis, Gold Is Still Your Best Bet
October 25, 2021
Tickers
GOLD
PHYS
Tags
PHYS
Sprott
financial crisis
From
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Gold Hits $1,800 As Yields Take a Dip
October 14, 2021
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
SGDM
Gold
gold & silver investing channel
From
ETF Trends
Palladium Prices See Technical Rebound as Dollar Continues Rally
October 12, 2021
Tickers
GOLD
PHYS
SPPP
Tags
Gold
SPPP
PHYS
From
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September Gold Imports in India Rose 658% From Last Year
October 05, 2021
Tickers
GOLD
PHYS
Tags
gold imports
India
Gold
From
ETF Trends
A Volatile October Could Support Higher Gold Prices
October 04, 2021
Tickers
GOLD
PHYS
Tags
Gold
Inflation
PHYS
From
ETF Trends
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