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home
about us
Investment Approach
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Team Biographies
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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 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
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Latest News about PLV22
Recent news which mentions PLV22
Gold bounces after tumbling to more than 2 year low
September 27, 2022
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September 21, 2022
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Gold trades near 2-year low as investors await Fed decision
September 20, 2022
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Gold retreats to 2-year lows as investors await Fed decision
September 19, 2022
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Gold attempts to steady near 2-year low
September 16, 2022
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Gold falls to 2-week low as dollar, yields climb
September 15, 2022
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Gold, silver climb as dollar falls to 2-week low
September 12, 2022
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Gold, silver climb as U.S. dollar retreats from 20-year high
September 09, 2022
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Gold recovers slightly as dollar, yields retreat
September 08, 2022
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Gold flat, silver marginally higher as strong dollar weighs on metals
September 07, 2022
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Gold, silver rebound as recession fears support precious metals
September 06, 2022
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Gold bounces after hitting 6-week low
September 02, 2022
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Silver tumbles to 2-year low as precious metals sell off again
September 01, 2022
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Gold heads for 5th straight monthly decline, its worst streak in 4 years
August 31, 2022
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Gold, silver soften, but hold above 1-month lows
August 30, 2022
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Gold extends longest losing streak since July as strong dollar weighs on precious metals
August 22, 2022
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Gold slides to 3-week low amid longest losing streak since July
August 19, 2022
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Gold recovers after three-day selling streak
August 18, 2022
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Gold hangs on to modest weekly gain despite latest retreat
August 12, 2022
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Goldman slashes gold and silver forecasts as traders wait for CPI data
August 10, 2022
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Gold prices retreat from one-month high as yields, dollar rebound after strong U.S. jobs report
August 05, 2022
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Gold hits near one-month high as yields, U.S. dollar retreat
August 04, 2022
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Gold rebound pauses after snapping five-week losing streak
July 25, 2022
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Gold rises for second day, bolstered by dollar’s pullback
July 19, 2022
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Gold edges higher after 5th straight weekly decline
July 18, 2022
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Gold falls to weakest level in a year as yellow metal heads for 5th straight weekly drop
July 15, 2022
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Gold prices slide as U.S. dollar soars
July 14, 2022
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