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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
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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 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
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Latest News about SIK23
Recent news which mentions SIK23
Gold edges back above $2,000 an ounce on concerns about U.S. debt ceiling and regional banks
April 26, 2023
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Gold edges lower as dollar steadies
April 25, 2023
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Price of gold edges higher after last week’s retreat below $2,000 an ounce
April 24, 2023
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Gold retreats below $2,000 an ounce as Fed officials back another rate hike
April 21, 2023
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Gold holds above $2,000 as rally stalls
April 20, 2023
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Gold sinks below $2,000 as stronger U.S. dollar weighs on precious metals
April 19, 2023
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Gold rebounds after briefly dipping below $2,000 per ounce
April 18, 2023
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Gold prices rebound from last week’s selloff
April 17, 2023
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Gold prices set to rise for 7th straight week while silver hits 13-month high
April 14, 2023
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Gold and silver trade near highest in a year as Fed rate-cut expectations persist
April 13, 2023
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Gold ticks higher ahead of inflation reading
April 12, 2023
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Gold prices climb, on track to finish above $2,000 per ounce for sixth day
April 11, 2023
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Gold prices retreat as U.S. dollar strengthens, traders take profits
April 10, 2023
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Gold, silver tread water after touching 1-year highs
April 06, 2023
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Gold nears record high driven by recession fears, weak U.S. dollar
April 05, 2023
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Gold treads water after settling above $2,000 an ounce for first time in 3 weeks
April 04, 2023
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Gold nears $2,000 an ounce as dip-buyers pounce
April 03, 2023
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Gold edges higher to cap off quarterly advance
March 31, 2023
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Gold trades marginally higher as traders await U.S. economic data
March 30, 2023
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Gold slips as dollar gains, safe-haven rally fades
March 29, 2023
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Gold futures rebound after back-to-back declines
March 28, 2023
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Gold prices retreat as Treasury yields climb, bank stress eases
March 27, 2023
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Gold climbs for 3rd day as bank jitters spread to Deutsche Bank
March 24, 2023
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Gold climbs as Fed signals only one more rate hike to come
March 23, 2023
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Gold prices inch higher ahead of Fed decision
March 22, 2023
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Gold prices pull back after briefly topping $2,000 per ounce
March 21, 2023
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Gold prices surge to 1-year high as banking jitters persist
March 20, 2023
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Gold prices trade near 6-week high as U.S. dollar weakens
March 17, 2023
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Gold slips from 6-week high as banking jitters ease
March 16, 2023
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Gold surges to 5-week high as banking jitters resurface
March 15, 2023
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