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home
about us
Investment Approach
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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
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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
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
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Cash-Rich Gold Sector Poised For Shake-Up As Fed Pressure Builds
August 04, 2025
Tickers
BAR
CAHPF
GDX
GDXJ
Tags
M&A
Global
Guidance
From
Benzinga
Small Caps, Big Comeback? ETFs Betting On America's Underdogs As Tax Tweaks And Technicals Align
July 25, 2025
Tickers
CALF
DEEP
IWM
QQQS
Tags
Stories That Matter
SGDJ
DEEP
From
Benzinga
Gold Mining Stocks Offer Investors Plenty of Value
August 27, 2024
Tickers
GOLD
SGDJ
SGDM
Tags
Gold/Silver/Critical Minerals Channel
SGDM
Sprott
From
ETF Trends
Gold ETF Inflows and Central Banks Push Metal to New Highs
August 22, 2024
Tickers
GOLD
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
Sprott
SGDJ
From
ETF Trends
Disruptive Theme of the Week: Themes for a Lower Rate Environment
August 22, 2024
Tickers
BATT
BBH
CARZ
CNRG
Tags
XHB
IBB
disruptive technology channel
From
ETF Trends
Confluence of Factors Push Gold to Record Highs
August 20, 2024
Tickers
GOLD
SGDJ
SGDM
Tags
SGDM
Gold/Silver/Critical Minerals Channel
Gold Miners
From
ETF Trends
As Gold Prices Climb, Miners Are Offering Incredible Value
July 30, 2024
Tickers
SGDJ
SGDM
Tags
SGDM
SGDJ
Gold Miners
From
ETF Trends
3 Stocks to Buy Now: Q3 Edition
July 18, 2024
Tickers
EQX
GOLD
LUGDF
NEM
Tags
NYSE:GOLD,NYSE:NEM,NYSEARCA:SGDJ,OTCMKTS:LUGDF,NYSE:SA,NYSEAMERICAN:EQX,OTCMKTS:VITFF,OTCMKTS:WGXRF
LUGDF
VITFF
From
InvestorPlace
Gold Mining Difficulties Warrant Diversification With These ETFs
June 25, 2024
Tickers
GOLD
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
SGDM
Miners
From
ETF Trends
Rising Gold Prices Add to Upside for Miners
May 23, 2024
Tickers
GOLD
SGDJ
SGDM
Tags
SGDM
Gold
SGDJ
From
ETF Trends
Gold: The 2024 Equity Hedge
March 21, 2024
Tickers
SGDJ
Tags
gold/silver/critical minerals channel
gold & silver investing channel
SDGM
From
ETF Trends
Gold Breaks Above $2,110, Inches Closer To Record High, With Rallying Mining Stocks
March 04, 2024
Tickers
CDE
ECON
EGO
GDX
Tags
SGDJ
Mid Cap
GDX
From
Benzinga
Retreating Dollar Puts Gold Back in the Spotlight
February 26, 2024
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
SGDJ
Gold
From
ETF Trends
Why Was 2023 Such a Good Year for Gold?
January 18, 2024
Tickers
PHYS
SGDJ
SGDM
Tags
Sprott
SGDJ
PHYS
From
ETF Trends
Gold Dips in the Short Term, But Still Appealing Long Term
January 08, 2024
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
Gold/Silver/Critical Minerals Channel
PHYS
SGDM
From
ETF Trends
Investors Continue to Purchase Gold as 2023 Winds Down
December 22, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
Sprott
Gold Miners
From
ETF Trends
Why Advisors Should Keep Their Eyes on Gold in 2024
December 21, 2023
Tickers
PHYS
SGDJ
SGDM
Tags
PHYS
SGDM
Sprott
From
ETF Trends
Despite Record Highs, Gold Rally Could Be in Early Stages
December 11, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
SGDJ
Gold
Sprott
From
ETF Trends
Bullish Sentiment for Gold Remains as Prices Continue Rising
December 06, 2023
Tickers
GOLD
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
gold mining
SGDM
From
ETF Trends
Decreasing Inflation Shouldn’t Stifle Gold Prices, Says Strategist
November 27, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
SGDM
PHYS
From
ETF Trends
Technical Analytics and Fundamentals Look Bullish for Gold
November 21, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
Gold/Silver/Critical Minerals Channel
Sprott
SGDJ
From
ETF Trends
Gold Fever Hits Costco Stores as Safe Haven Demand Rises
November 07, 2023
Tickers
GOLD
PHYS
SGDJ
SGDM
Tags
gold/silver/critical minerals channel
PHYS
SGDM
From
ETF Trends
Gold’s Rally Spreads Into Gold Miner ETFs
October 23, 2023
Tickers
SGDJ
SGDM
Tags
Gold/Silver/Critical Minerals Channel
SGDM
Sprott
From
ETF Trends
China Pops and KraneShares ETFs Benefit
March 27, 2023
Tickers
CHIC
CHIK
JJT
KFVG
Tags
Tencent
KSTR
JJT
From
ETF Trends
As Banks Project Tough 2023, Look to a Gold Miner ETF
December 08, 2022
Tickers
SGDJ
Tags
gold & silver investing channel
small/cap gold miner ETF
gold miner ETF
From
ETF Trends
3 Reasons Why Gold Is a Store of Value
October 24, 2022
Tickers
PHYS
SESG
SGDJ
SGDM
Tags
Ethereum
SGDJ
gold & silver investing channel
From
ETF Trends
Gold and Silver Get Off the Mat
October 17, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
Sprott
SGDJ
PSLV
From
ETF Trends
Gold and Silver Hit New Highs, Begin Reversing Gloomy Year
October 05, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
SESG
SGDM
PHYS
From
ETF Trends
Gold’s “Spooky Season” Might Be Ending This October
October 03, 2022
Tickers
GOLD
PHYS
SESG
SGDJ
Tags
Gold
SESG
SGDM
From
ETF Trends
With the Market Seeing Red, Investors Should Be Seeing Gold
September 26, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
gold & silver investing channel
PSLV
SGDJ
From
ETF Trends
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