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Classifying Municipal Bonds
Revenue Bonds
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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 Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
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Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
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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
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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 sm Program
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Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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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MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
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US Overhauls The Critical Minerals List, Targets Copper And Silver
August 26, 2025
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My Precious… Metals
August 25, 2025
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SILJ
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Precious Metals Surge After Dovish Jackson Hole Speech
August 25, 2025
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From
TalkMarkets
Gold & Silver Stocks Break Higher As Silver Approaches $40
August 23, 2025
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GDX
GDXJ
GLD
SIL
Tags
Market News
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From
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Gold Miners: Is $0.01 A Lot? It Can Be.
August 20, 2025
Tickers
GDX
GDXJ
SILJ
UUP
Tags
Currencies/Forex
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ETFs
From
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Gold Market Remains In Consolidation While Miners & Juniors Advance
August 16, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SIL
GDXJ
SILJ
From
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Gold Stocks Explode, Silver Stocks Break Out As Gold Stops Short Of Breakout
August 09, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SIL
GDXJ
SLV
From
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Gold Rebounds But Silver, Miners & Juniors Lag
August 02, 2025
Tickers
GDX
GDXJ
GLD
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Tags
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Gold/Precious Metals
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On the Verge: Monthly Highs In USD, Monthly Lows In GDXJ…
July 29, 2025
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GDXJ
PPLT
SILJ
UUP
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PPLT
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From
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Gold & Gold Stocks Remain In Bullish Consolidation As Silver Takes A Breather
July 26, 2025
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GDX
GDXJ
GLD
SIL
Tags
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Gold And Silver Soar Amid Dollar Selloff
July 22, 2025
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SIL
SILJ
SLV
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ETFs
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A Key Pattern Is Forming In Silver
July 03, 2025
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SILJ
UUP
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Currencies/Forex
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
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GDXJ
SIL
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From
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Gold Consolidation Continues & Overbought Miners & Juniors Finally Correct
June 21, 2025
Tickers
GDX
GDXJ
GLD
SILJ
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TLT
GDXJ
SLV
From
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Risk Of Next Leg Higher In Gold & Silver, As Correction Wanes
June 14, 2025
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GDXJ
GLD
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SPX
Gold/Precious Metals
From
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The Precious Metals Bull Market Enters "Normal" Territory
June 12, 2025
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GLD
SILJ
SLV
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Red Hot Sentiment – Even More Confirmations
June 11, 2025
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Silver's $35 Breakout: The Best ETFs For The Bullish Ride
June 10, 2025
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Silver Hits 13-Year High, Gold & Gold Stocks Correct
June 08, 2025
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GDXJ
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ETFs Riding High On Multi-Year Record Silver Prices
June 07, 2025
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Speculation Isn’t A Strategy - Unless You Know The Rules
June 07, 2025
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ETFs This Week: Tesla Turmoil, Silver Surge, And A Jobs-Driven Market Rally Drove These 5 ETFs To Outperform
June 07, 2025
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Benzinga
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Silver Is Breaking Out - Here’s What You Need To Know
June 06, 2025
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SILJ
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Gold’s Warning Sign Is Back… And Flashing
June 02, 2025
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Gold Miners & Juniors Are Outperforming As Gold & Silver Prices Consolidate
May 31, 2025
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GDXJ
GLD
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Gold/Precious Metals
Bonds
SPX
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Technical Analysis: Here's Where Gold & Silver Stand
May 27, 2025
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GDXJ
GLD
SIL
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Commodities
SILJ
GDX
From
TalkMarkets
Gold & Gold Stocks Exceed Expectations Again
May 24, 2025
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GDXJ
GLD
SIL
Tags
Stocks / Equities
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TLT
From
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The Golden Ratio's Silver Surprise: This Metal's Price Could Double
May 23, 2025
Tickers
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SIL
SILJ
SILVER
Tags
Benzinga
Silver
Gold
From
Benzinga
Gold, Silver & Miners Will Continue To Correct
May 18, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
SILJ
Commodities
GDX
From
TalkMarkets
Gold & Silver Miners Are Outperforming The Metals
May 10, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
Commodities
SILJ
GDX
From
TalkMarkets
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