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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
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
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Latest News about SESG
Recent news which mentions SESG
This Week in ETFs: Muted Activity Over Thanksgiving Holiday
November 24, 2023
Tickers
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September 05, 2023
Tickers
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Central Bank Selling Isn’t Fazing Gold as Futures Rise in July
August 03, 2023
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PHYS
SESG
SGDM
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futures
gold & silver investing channel
From
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If you own these stock index funds, you’re already invested in AI. But there may be better strategies.
May 25, 2023
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AMD
AMT
AMZN
Tags
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VMW
BUFEX
From
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Recession Fears Continue to Support Gold ETF Inflows
May 24, 2023
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GOLD
SESG
Tags
gold & silver investing channel
Gold
Sprott
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A Fed Pivot Can Continue to Push Gold to New Highs
April 13, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
Sprott
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SESG
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Shaky Banking Sector Pushes Gold Past $2,000
March 23, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
PHYS
SGDM
SESG
From
ETF Trends
Fallout From Potential Banking Crisis Spurs Investors to Seek Gold
March 16, 2023
Tickers
GOLD
PHYS
SESG
Tags
PHYS
SESG
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From
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Gold Retreated in February, but Central Banks Bought More
March 14, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
gold & silver investing channel
Sprott
gold/silver/critical minerals channel
From
ETF Trends
VettaFi Voices On: Gold
March 10, 2023
Tickers
BIL
FGLD
GDXJ
GLDM
Tags
iaum
Featured
Gold ETF
From
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Retreating Gold Prices is Ramping up Demand from China, India
February 23, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
PHYS
Gold
SESG
From
ETF Trends
Inflation Report Could Sway Gold Prices Significantly
February 14, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
PHYS
Gold
SESG
From
ETF Trends
Gold Prices Retreat on Jobs Data, but Upside Still Remains
February 07, 2023
Tickers
GOLD
PHYS
SESG
Tags
PHYS
Gold
SESG
From
ETF Trends
Not Since 1967 Have Central Banks Purchased This Much Gold
February 02, 2023
Tickers
ESG
GOLD
PHYS
SESG
Tags
ESG
SESG
Gold
From
ETF Trends
Gold Prices See 6 Weeks of Gains Amid Potential Headwinds
January 31, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
SESG
Gold
PHYS
From
ETF Trends
Look to Long Term With ESG Gold ETF SESG
November 21, 2022
Tickers
SESG
Tags
gold & silver investing channel
Sprott
SESG
From
ETF Trends
3 Reasons Why Gold Is a Store of Value
October 24, 2022
Tickers
PHYS
SESG
SGDJ
SGDM
Tags
Ethereum 2/0
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SGDM
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ETF Trends
3 Reasons Why Sprott’s SESG Is the Gold Fund for the Moment
October 19, 2022
Tickers
SESG
Tags
gold & silver investing channel
Sprott
SESG
From
ETF Trends
Gold and Silver Get Off the Mat
October 17, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
SGDJ
Sprott
PSLV
From
ETF Trends
Gold and Silver Hit New Highs, Begin Reversing Gloomy Year
October 05, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
PSLV
Sprott
SGDJ
From
ETF Trends
Gold’s “Spooky Season” Might Be Ending This October
October 03, 2022
Tickers
GOLD
PHYS
SESG
SGDJ
Tags
gold & silver investing channel
SGDJ
Sprott
From
ETF Trends
With the Market Seeing Red, Investors Should Be Seeing Gold
September 26, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
SESG
PHYS
SGDM
From
ETF Trends
Gold’s Safe Haven Appeal Looks Enticing Amid Threats From Putin, Rate Hikes
September 21, 2022
Tickers
PHYS
SESG
SGDJ
SGDM
Tags
PHYS
SGDM
SESG
From
ETF Trends
Sprott’s Ciampaglia Reveals Why SESG Is Unlike Any Other Gold Fund
September 19, 2022
Tickers
SESG
Tags
SESG
Sprott
John Ciampaglia
From
ETF Trends
Gold and Other Precious Metals React to Dollar Dip
September 09, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
SESG
PHYS
SGDM
From
ETF Trends
This Author Sees a Coming Global Gold Standard
September 06, 2022
Tickers
PHYS
SESG
SGDJ
SGDM
Tags
SESG
SGDM
PHYS
From
ETF Trends
With Deflation Priced in, Gold Could Shake Its Slump
August 23, 2022
Tickers
PHYS
SESG
SGDJ
SGDM
Tags
SGDM
PHYS
SESG
From
ETF Trends
SESG Brings Transparency and Sustainability to Gold
August 18, 2022
Tickers
PHYS
SESG
Tags
John Ciampaglia
gold & silver investing channel
Sprott
From
ETF Trends
Stocks have rallied, but July ETF buying showed ‘lack of conviction’ as thematic funds bled
August 04, 2022
Tickers
ARKF
ARKK
ARKW
BUG
Tags
COMP
KOMP
ARKF
From
MarketWatch
Now Could Be the “Perfect Time” To Buy Gold
August 04, 2022
Tickers
PHYS
SESG
SGDJ
SGDM
Tags
PHYS
SGDM
SESG
From
ETF Trends
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