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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)
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Market Value Securities (MVS)
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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
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Back Dated Performance Reports
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Event Schedule
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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 SI00
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Gold futures eye back-to-back gains
December 07, 2022
Tags
SIH23
HGH23
SI00
From
MarketWatch
Gold trades just below key $1,800 level as U.S. dollar softens
December 06, 2022
Tags
SI00
GCG23
HGH23
From
MarketWatch
‘I believe the economy is the biggest bubble in world history,’ says ‘Rich Dad, Poor Dad’s Robert Kiyosaki: ‘God have mercy on us all’
November 25, 2022
Tickers
DJIA
SPX
Tags
SPX
SI00
BTCUSD
From
MarketWatch
The best-performing sector in 2022 is not finished crushing it, says Citi, offering three stocks to buy
November 22, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
REPYY
HPQ
DELL
From
MarketWatch
Gold retreats on news of China tightening COVID-19 restrictions in Beijing
November 21, 2022
Tags
GC00
PLF23
HGZ22
From
MarketWatch
Gold prices flat, on track to end week with small loss
November 18, 2022
Tags
PLF23
GC00
SI00
From
MarketWatch
Gold prices head for lowest finish in a week
November 17, 2022
Tags
SI00
PAZ22
GCZ22
From
MarketWatch
Gold touches fresh 3-month high as rally continues
November 16, 2022
Tags
PLF23
GC00
SI00
From
MarketWatch
Gold trades at 3-month high as dollar weakens
November 15, 2022
Tags
SI00
PAZ22
GCZ22
From
MarketWatch
Gold pulls back from highest level since August
November 14, 2022
Tags
SI00
PLF23
GC00
From
MarketWatch
Gold trades at highest level since August as dollar softens to 2-month low
November 11, 2022
Tags
SIZ22
DXY
HGZ22
From
MarketWatch
U.S. stock futures waver with midterm results likely to result in gridlock
November 09, 2022
Tickers
COMP
DIS
DJIA
SPX
Tags
ES00
SI00
BTCUSD
From
MarketWatch
U.S. seizes Bitcoin once valued at $3.4 billion that real-estate developer stole from dark web a decade ago
November 07, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
GC00
bitcoin
BTCUSD
From
MarketWatch
Gold prices soften, but remain on track for weekly gain
October 28, 2022
Tags
SI00
HG00
GCZ22
From
MarketWatch
This hedge fund manager who made winning bets in 2020, says investors should brace for a decades-long bear market
October 24, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
HK:HSI
MCD
DXY
From
MarketWatch
Palladium has outperformed gold and silver this year, but may still have to room to climb
October 20, 2022
Tags
SI00
PLF23
PL00
From
MarketWatch
An era of scarcity is coming. Three stocks to ride out stickier-for-longer inflation, from this fund manager.
October 06, 2022
Tickers
AAPL
ADM
AMC
AMZN
Tags
CA:PSK
F
DXY
From
MarketWatch
He nailed three big S&P 500 moves this year. Here’s where this strategist sees stocks headed next, with beaten down names to buy.
October 05, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
YM00
ANF
XLK
From
MarketWatch
Gold attempts bounce off April 2020 low as Russia steps up Ukraine war
September 21, 2022
Tags
GCZ22
PAZ22
SI00
From
MarketWatch
Silver is outperforming gold this month, and that’s just the start
September 15, 2022
Tickers
PAAS
WPM
Tags
SI00
GCZ22
GC00
From
MarketWatch
Silver is at a 2-year low, but it’s not gold that will determine what happens next, this analyst says
September 02, 2022
Tickers
AAPL
AMC
APE
AVCT
Tags
DXY
SPX
EURUSD
From
MarketWatch
Gold holds above $1,800 as investors await inflation report
August 09, 2022
Tickers
SPX
Tags
SI00
HG00
HGU22
From
MarketWatch
Gold hits near one-month high as yields, U.S. dollar retreat
August 04, 2022
Tags
BX:TMUBMUSD10Y
GC00
PAU22
From
MarketWatch
Gold, silver extend rally after best week since March
August 01, 2022
Tags
PLU22
PAU22
PL00
From
MarketWatch
Gold, silver rally again in wake of slide in dollar and bond yields
July 29, 2022
Tags
SIZ22
GCZ22
DXY
From
MarketWatch
Gold falls to weakest level in a year as yellow metal heads for 5th straight weekly drop
July 15, 2022
Tags
PA00
GC00
GCQ22
From
MarketWatch
Gold prices slide as U.S. dollar soars
July 14, 2022
Tags
PAU22
USDJPY
PL00
From
MarketWatch
Gold inches higher ahead of critical inflation report
July 13, 2022
Tags
GCQ22
SI00
HG00
From
MarketWatch
Gold steadies near 9-month lows, silver slides to weakest since summer 2020
July 12, 2022
Tickers
COMP
DJIA
SPX
Tags
SIU22
ES00
PLV22
From
MarketWatch
U.S. stock futures slide for second day as strong dollar adds to earnings fears
July 12, 2022
Tickers
C
COMP
DJIA
JPM
Tags
YM00
DXY
COMP
From
MarketWatch
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