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home
about us
Investment Approach
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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 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
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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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Latest News about PLJ23
Recent news which mentions PLJ23
Gold prices retreat as Treasury yields climb, bank stress eases
March 27, 2023
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Gold climbs for 3rd day as bank jitters spread to Deutsche Bank
March 24, 2023
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Gold climbs as Fed signals only one more rate hike to come
March 23, 2023
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Gold prices inch higher ahead of Fed decision
March 22, 2023
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Gold prices pull back after briefly topping $2,000 per ounce
March 21, 2023
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Gold surges to 5-week high as banking jitters resurface
March 15, 2023
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Gold retreats from 5-week high ahead of U.S. inflation report
March 14, 2023
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Gold hits 4-week high after U.S. authorities intervene to save depositors in failing banks
March 13, 2023
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Gold ticks higher as U.S. jobs report looms
March 10, 2023
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Platinum is on track for a supply deficit for the first time in 3 years. Here’s why.
March 09, 2023
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Gold prices inch higher as investors await jobs report
March 09, 2023
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Gold treads water after second-biggest selloff of 2023
March 08, 2023
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Gold drifts lower ahead of testimony by Fed’s Powell
March 07, 2023
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Gold steady after snapping 4-week losing streak
March 06, 2023
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Gold gets lift as dollar pulls back
March 03, 2023
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Gold weakens after 3-day winning streak as U.S. dollar climbs
March 02, 2023
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Gold climbs to kick off March after worst month since 2021
March 01, 2023
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Gold prices tread water after falling to 2-month lows
February 27, 2023
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Gold set for weekly loss after falling to 2023 low
February 24, 2023
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Gold drifts lower as Fed minutes affirm higher-for-longer rates expectations
February 23, 2023
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Gold prices rise as traders await Fed minutes
February 22, 2023
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Gold continues to slide after erasing most of its 2023 gains
February 21, 2023
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Gold hits lowest level of the year as traders brace for more Fed hikes
February 17, 2023
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Gold futures decline after stronger-than-expected U.S. PPI reading
February 16, 2023
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Gold falls sharply as U.S. dollar rises
February 15, 2023
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Gold marginally higher as traders await U.S. inflation report
February 14, 2023
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Gold prices retreat as investors await Tuesday’s U.S. inflation report
February 13, 2023
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Gold pulls back driven by stronger dollar, higher Treasury yields
February 10, 2023
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Gold prices higher for 4th day as investors await January inflation report
February 09, 2023
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Gold prices on track to rise for third day as markets cheer dovish Powell
February 08, 2023
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