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What We Buy Currently
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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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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
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Latest News about SGDM
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Gold Can Still Reach New Highs, Says Strategist
July 17, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
gold & silver investing channel
Miners
From
ETF Trends
Is a Big Move for Gold Just Up Ahead?
June 21, 2023
Tickers
GOLD
PHYS
SGDM
Tags
gold/silver/critical minerals channel
gold & silver investing channel
Sprott
From
ETF Trends
Financial Experts Recommend ETFs for Gold Investing
June 12, 2023
Tickers
GOLD
PHYS
SGDM
Tags
ETFs
Gold
PHYS
From
ETF Trends
Market Analyst: Gold Could Push Even Higher in 5 Years
May 19, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
gold prices
Gold
From
ETF Trends
An Increase in Gold Mining Mergers Could Propel This ETF
May 10, 2023
Tickers
GOLD
SGDM
Tags
SGDM
Gold
gold/silver/critical mineral channel
From
ETF Trends
Recession Fears Strengthen Need for Gold Exposure
April 27, 2023
Tickers
GOLD
PHYS
SGDM
Tags
gold & silver investing channel
gold/silver/critical minerals channel
PHYS
From
ETF Trends
Gold Gains Momentum as Bets Ramp Up on Rate Hike Pause
April 20, 2023
Tickers
GOLD
PHYS
SGDM
Tags
gold & silver investing channel
gold/silver/critical minerals channel
PHYS
From
ETF Trends
A Fed Pivot Can Continue to Push Gold to New Highs
April 13, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
gold & silver investing channel
Sprott
gold/silver/critical minerals channel
From
ETF Trends
Traders Are Placing Bets on Another Gold Rally
March 30, 2023
Tickers
GOLD
PHYS
SGDM
Tags
gold & silver investing channel
Sprott
Gold/Silver/Critical Minerals Channel
From
ETF Trends
Shaky Banking Sector Pushes Gold Past $2,000
March 23, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
SESG
Gold
PHYS
From
ETF Trends
VettaFi Voices On: Gold
March 10, 2023
Tickers
BIL
FGLD
GDXJ
GLDM
Tags
BIL
Gold ETF
Featured
From
ETF Trends
Gold Prices See 6 Weeks of Gains Amid Potential Headwinds
January 31, 2023
Tickers
GOLD
PHYS
SESG
SGDM
Tags
gold & silver investing channel
Sprott
Gold
From
ETF Trends
Technical Bullishness Drives Momentum for Recent Gold Gains
January 26, 2023
Tickers
GOLD
SGDM
Tags
Miners
Sprott
Gold
From
ETF Trends
Higher Gold Prices Show Investors Are Betting on Slower Rate Hikes
January 17, 2023
Tickers
GOLD
PHYS
SGDM
Tags
PHYS
SGDM
Gold Miners
From
ETF Trends
Analysts Are Forecasting Record Highs for Gold This Year
January 10, 2023
Tickers
GOLD
PHYS
SGDM
Tags
gold prices
Sprott
gold & silver investing channel
From
ETF Trends
Top 3 Gold & Silver Stories in 2022
December 30, 2022
Tickers
SGDM
URNM
Tags
Sprott
SGDM
gold & silver investing channel
From
ETF Trends
CPI Drives Gold Higher Ahead of 2023, Accessible in SGDM
December 13, 2022
Tickers
SGDM
Tags
CPI report
Sprott
SGDM
From
ETF Trends
Has The Dollar Peaked? Gold Mining May Appeal in SGDM
November 29, 2022
Tickers
SGDM
Tags
gold & silver investing channel
Sprott
Sprott Gold Miners ETF
From
ETF Trends
This ETF May Benefit as CPI Print Drives Gold Higher
November 10, 2022
Tickers
PHYS
SGDM
Tags
Sprott
PHYS
SGDM
From
ETF Trends
3 Takeaways From October ETF Flows
November 03, 2022
Tickers
ESGU
HYG
IAU
JNK
Tags
SPY
spdr
Van Eck
From
ETF Trends
Value in Gold? Earnings Offer Opportunity via SGDM
November 03, 2022
Tickers
SGDM
Tags
SGDM
Sprott
Barrick Gold Corporation
From
ETF Trends
Why More Rate Hikes Might Help, Not Hurt, Gold Miner ETFs
November 01, 2022
Tickers
FOMC
SGDM
Tags
FOMC
interest rate
gold & silver investing channel
From
ETF Trends
3 Reasons Why Gold Is a Store of Value
October 24, 2022
Tickers
PHYS
SESG
SGDJ
SGDM
Tags
gold & silver investing channel
SGDJ
Ethereum
From
ETF Trends
Gold and Silver Get Off the Mat
October 17, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
SESG
PHYS
SGDM
From
ETF Trends
Gold and Silver Hit New Highs, Begin Reversing Gloomy Year
October 05, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
gold & silver investing channel
PSLV
SGDJ
From
ETF Trends
These 10 ETFs Were Last Week’s Top Performers: Oct 3, 2022
October 03, 2022
Tickers
CYA
GDXJ
GOAU
IBRN
Tags
SLVP
CYA
SIL
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
SGDM
PHYS
SESG
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
Gold and Other Precious Metals React to Dollar Dip
September 09, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
PHYS
SGDM
SESG
From
ETF Trends
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