Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about PICK
Recent news which mentions PICK
US Overhauls The Critical Minerals List, Targets Copper And Silver
August 26, 2025
Tickers
BHP
COPX
HBM
ICOP
Tags
Government
HBM
SILJ
From
Benzinga
The $5 Billion Copper Trap: How One ETF Got Burned By Trump's Surprise Tariff Move
July 31, 2025
Tickers
COPX
CPER
FCX
HBM
Tags
HBM
CPER
Benzinga
From
Benzinga
Royal Gold Acquires Sandstorm And Horizon In Bold Expansion Move
July 07, 2025
Tickers
GDX
HNCUF
NEWS
PICK
Tags
Commodities
M&A
AI Generated
From
Benzinga
Gold Isn't The Only Game In Town—Precious Metals ETFs Are Casting A Wider Net
July 02, 2025
Tickers
DBP
GLD
PICK
PPLT
Tags
Market News
Top Stories
ETFs
From
Benzinga
China Showed Its Death Grip On Rare Earths During Trump Tariff War, But Craig Shapiro Says This $2 Billion Plan Will Secure US Supply: Here's How
July 02, 2025
Tickers
COPP
LIT
LYSCF
MP
Tags
Scott Bessent
Allied REE Bloc
Benzinga
From
Benzinga
Trump Ally Eyes $500 Million Deal in Peace Plan for DR Congo
June 28, 2025
Tickers
PICK
Tags
Market News
Africa
Benzinga
From
Benzinga
G7 Targets Supply Chain Security With Critical Minerals Plan
June 18, 2025
Tickers
GDX
IGE
IVV
IYM
Tags
Markets
IYM
Stories That Matter
From
Benzinga
JPMorgan's Mining Stock Picks For A 'V-Shaped Recovery,' Analyst Sees 50% Returns Over Two Years
April 09, 2025
Tickers
ANFGF
AU
BHP
COPX
Tags
HCHDF
mining stocks
Markets
From
Benzinga
Putin Offers Russian Aluminum, Rare Earths As An Alternative To Ukraine's Minerals
February 25, 2025
Tickers
DBB
JJMTF
JJNTF
NEWS
Tags
Market News
News
JJNTF
From
Benzinga
Glencore, Rio Tinto Ponder Leaving London Stock Exchange As European Financial Hub Loses Luster
February 20, 2025
Tickers
EWU
GLCNF
NEWS
PICK
Tags
Benzinga
mining
Stories That Matter
From
Benzinga
China's Metal Markets Are Stirring - Here's What It Means for Commodity Investors
February 17, 2025
Tickers
ASIA
COPPER
COPX
CPER
Tags
Expert Ideas
zinc
PICK
From
Benzinga
Critical Metal Demand To Triple By 2030, But Demographics Pose Risks
February 05, 2025
Tickers
COPPER
COPX
CPER
EVS
Tags
XME
COPX
News
From
Benzinga
Will Gold, Mining Stocks Ride A 'V-Shaped Recovery'? Analysts Say Accumulate 'Oversold Miners'
January 15, 2025
Tickers
AAUKF
ASIA
AU
FNLPF
Tags
LUNMF
PICK
Gold Miners
From
Benzinga
Goldman Sachs Sees Gold Higher, Takes A Downbeat Stance On Iron Ore
September 17, 2024
Tickers
AAAU
BAR
GLD
GLDM
Tags
Top Stories
News
GS
From
Benzinga
3 Mining Stocks to Buy to Unearth Precious Profits
May 31, 2024
Tickers
BHP
CCJ
FCX
KGC
Tags
KGC
NYSE:CCJ,NYSEARCA:PICK,NYSE:KGC,NYSE:BHP,NYSE:RIO,NYSE:FCX,NYSE:GLEN
PICK
From
InvestorPlace
April Showers On Wall Street: Miners, Utilities Emerge As Bright Spots In Gloomy Market
April 30, 2024
Tickers
AAUKF
BLK
COPX
D
Tags
IEO
industry ETF
ETFs
From
Benzinga
Energy Fuels Ramps Up: Colorado And Wyoming Mines To Skyrocket Uranium Production
February 27, 2024
Tickers
GDX
NLR
PICK
SIL
Tags
NLR
GDX
Stories That Matter
From
Benzinga
ETF investors are following Warren Buffett and betting big on Japan. But here are key risks to consider.
May 25, 2023
Tickers
ARKG
BRK-A
BRK-B
BUG
Tags
JP:NIK
IEO
PICK
From
MarketWatch
Top Lithium Stock Albemarle Reduces 2023 Outlook, but Business Is Still In Overdrive
May 12, 2023
Tickers
ALB
PICK
Tags
PICK
Recent Press Releases
ALB
From
Motley Fool
This ETF designed to protect against inflation is attracting inflows as price pressures persist
April 13, 2023
Tickers
AAPL
AGG
AMZN
BIGT
Tags
MSFT
SPY
ILF
From
MarketWatch
Not Just Gold, But These Metals Could Make Your Portfolio Shine In 2023
April 05, 2023
Tickers
PICK
Tags
Market News
Top Stories
News
From
Benzinga
We’re not paying countries enough to save trees from deforestation. Here’s the price that would actually make a dent in climate change.
February 22, 2023
Tickers
PICK
Tags
CL00
NG00
PICK
From
MarketWatch
Jane Fonda says climate crisis can be blamed on racism: ‘Where would they put the s—? Not Bel Air’
January 26, 2023
Tickers
PICK
Tags
PICK
CL00
From
MarketWatch
COP27 wins and losses: U.S. on the hook to pay for its pollution; natural gas gets nod as transition fuel
November 20, 2022
Tickers
AAPL
AMZN
BP
F
Tags
F
NG00
AMZN
From
MarketWatch
All That Glitters: What 3 Global Mining Companies Offer High-Yield Dividends?
October 24, 2022
Tickers
BHP
COPPER
EVS
FCX
Tags
Global
Dividends
metals
From
Benzinga
Surprise! This Mining ETF Might Be a Compelling Addition to Your Tech Stock Portfolio
October 05, 2022
Tickers
BHP
FCX
FQVLF
IMPUY
Tags
LAC
PICK
Recent Press Releases
From
Motley Fool
Commodity ETFs tumble on recession worries, but catch a rally on ‘Reinflation Day’
July 07, 2022
Tickers
ARKG
ARKK
BCI
BCIM
Tags
COPX
OIH
XBI
From
MarketWatch
Russia Impact - London Metal Exchange Suspends Nickel Trading After 250% Price Spike
March 08, 2022
Tickers
JJN
PICK
PRN
Tags
JJNC
Commodities
Markets
From
Benzinga
How The Collapse Of The Russian Ruble Could Impact Your Portfolio
February 28, 2022
Tickers
BATT
DEM
GDEV
HHR
Tags
OZON
Russia
PEP
From
Benzinga
Which ETFs will Robinhood’s buzzy stock find itself in and when?
July 29, 2021
Tickers
ARKF
ARKK
BABA
CHIL
Tags
CHIL
EWW
BABA
From
MarketWatch
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.