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Yield Difference
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TSL’s Turnkey Operation Platform
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Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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US Overhauls The Critical Minerals List, Targets Copper And Silver
August 26, 2025
Tickers
BHP
COPX
HBM
ICOP
Tags
Markets
REMX
SIL
From
Benzinga
Precious Metals Surge After Dovish Jackson Hole Speech
August 25, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SILJ
GDXJ
SIL
From
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Gold & Silver Stocks Break Higher As Silver Approaches $40
August 23, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SILJ
Commodities
ETFs
From
TalkMarkets
Gold Market Remains In Consolidation While Miners & Juniors Advance
August 16, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
GDXJ
SLV
GLD
From
TalkMarkets
Gold Stocks Explode, Silver Stocks Break Out As Gold Stops Short Of Breakout
August 09, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SILJ
Commodities
ETFs
From
TalkMarkets
Lots Of Opps Building
August 09, 2025
Tickers
DWAS
IWM
SIL
SOXX
Tags
SOXX
DWAS
ETFs
From
TalkMarkets
Turbulence In The Metals Triumvirate
August 03, 2025
Tickers
AEM
COPX
FNV
GDX
Tags
PAAS
SIL
GDX
From
TalkMarkets
Gold Rebounds But Silver, Miners & Juniors Lag
August 02, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
Commodities
ETFs
SILJ
From
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Gold & Gold Stocks Remain In Bullish Consolidation As Silver Takes A Breather
July 26, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SIL
Market News
SILJ
From
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Gold And Silver Soar Amid Dollar Selloff
July 22, 2025
Tickers
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SIL
SILJ
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Tags
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SLV
From
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Peter Schiff Says Gold's About To Explode—And Bitcoin Will Foot The Bill
July 22, 2025
Tickers
BITCOMP
FBTC
GBTC
GDX
Tags
Expert Ideas
Commodities
$BTC
From
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Silver ETFs Just Crashed Gold's Party— And Took The Cake
July 14, 2025
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HL
PAAS
SIL
Tags
HL
SLV
SIL
From
Benzinga
A Key Pattern Is Forming In Silver
July 03, 2025
Tickers
SIL
SILJ
UUP
Tags
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SILJ
Market News
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Gold & Gold Stocks Correction Intensifies As Capital Rotates To Copper & Stocks
June 29, 2025
Tickers
COPX
GDX
GDXJ
GLD
Tags
SIL
Market News
SILJ
From
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After The Breakout: What’s Next For Silver?
June 24, 2025
Tickers
COPX
GLD
PPLT
SIL
Tags
SIL
PPLT
Commodities
From
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Risk Of Next Leg Higher In Gold & Silver, As Correction Wanes
June 14, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SILJ
ETFs
SPX
From
TalkMarkets
Dollar Hits 3-Year Low - Here's What It Means For Precious Metals
June 14, 2025
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GLD
SIL
SLV
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Silver’s Breakout Shaky
June 13, 2025
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GDXJ
GLD
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SIL
Market News
Commodities
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Red Hot Sentiment – Even More Confirmations
June 11, 2025
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GLD
SIL
SILJ
SLV
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SILJ
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ETFs
From
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Screaming Silver
June 10, 2025
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Gold/Precious Metals
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SIL
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Silver Hits 13-Year High, Gold & Gold Stocks Correct
June 08, 2025
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GDX
GDXJ
GLD
SIL
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Commodities
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ETFs Riding High On Multi-Year Record Silver Prices
June 07, 2025
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SILJ
SIVR
SLV
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Silver Is Breaking Out - Here’s What You Need To Know
June 06, 2025
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SIL
SILJ
SLV
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Silver Hits 12-Year High: Peter Schiff Says Rally's Just Starting
June 05, 2025
Tickers
AG
PAAS
SIL
SILVER
Tags
Commodities
precious metals
Peter Schiff
From
Benzinga
A Truly Stellar Day For Gold, Silver, And Mining Stocks
June 03, 2025
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GDX
GLD
SIL
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ETFs
SIL
From
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Gold Doesn’t Fall So Much As Stall
June 01, 2025
Tickers
AEM
FNV
GDX
GLD
Tags
FNV
Market News
AEM
From
TalkMarkets
Gold Miners & Juniors Are Outperforming As Gold & Silver Prices Consolidate
May 31, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
GDXJ
SILJ
GDX
From
TalkMarkets
Tariffs Are On Pause, Bonds And Tech Are In Play
May 29, 2025
Tickers
AMD
MSFT
NVDA
SIL
Tags
SIL
Bonds
XLE
From
TalkMarkets
Technical Analysis: Here's Where Gold & Silver Stand
May 27, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SIL
Commodities
GDX
From
TalkMarkets
Gold & Gold Stocks Exceed Expectations Again
May 24, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SIL
GDX
GLD
From
TalkMarkets
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