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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
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
RSVP-Signup Form
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Silver Supercycle: 'You Never Have Enough Of It,' Hedge Fund Analyst Says As $50 Level Looms
June 09, 2025
Tickers
GLD
GOLD
SILVER
SLV
Tags
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Silver Just Shattered A 14-Year Ceiling - Could $50 Be Next?
June 09, 2025
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Tags
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From
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Momo Crowd Buys Stocks On China Hopium And Zone 1 Magnet Ignoring Rise In Yields; Silver Breaks Out
June 09, 2025
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SLV
SPY
Tags
Long Ideas
Broad U/S/ Equity ETFs
Opinion
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SLV ETF Inflows Surge As Silver Price Rally Accelerates
June 08, 2025
Tickers
SLV
Tags
Commodities
ETFs
Gold/Precious Metals
From
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Weekly Forex Forecast - Sunday, June 8
June 08, 2025
Tickers
FXA
FXB
FXY
SLV
Tags
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FXE
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GLD
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Silver Has A Long Way To Go
June 08, 2025
Tickers
SLV
Tags
Gold/Precious Metals
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Gold Lies Low Whilst Silver Steals The Show
June 08, 2025
Tickers
GLD
SLV
Tags
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SLV
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Silver Hits 13-Year High, Gold & Gold Stocks Correct
June 08, 2025
Tickers
GDX
GDXJ
GLD
SIL
Tags
Stocks / Equities
SLV
TLT
From
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Markets Hovering Rather Than Soaring
June 08, 2025
Tickers
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AMZN
FCX
GLD
Tags
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SLV
From
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Silver Price Forecast: XAG/USD Hits A 13-Year High On Increased Demand For The Industrial Metal
June 08, 2025
Tickers
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SLV
Tags
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From
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ETFs Riding High On Multi-Year Record Silver Prices
June 07, 2025
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Tags
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Silver Weekly Prediction And Analysis
June 07, 2025
Tickers
SLV
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Gold’s Current Consolidation: Driven By Tariffs And Global Uncertainty
June 07, 2025
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GLD
SLV
Tags
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The Fourth Taking
June 07, 2025
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GLD
PPLT
SLV
Tags
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Market News
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Silver Continues Its Rally To Finish Week, Even As Gold Falls...
June 06, 2025
Tickers
GLD
SLV
Tags
Gold/Precious Metals
GLD
Futures
From
TalkMarkets
Silver Is Breaking Out - Here’s What You Need To Know
June 06, 2025
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SILJ
SLV
Tags
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June 06, 2025
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Silver Tops $36, Triggering A Generational Technical Breakout
June 06, 2025
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June 06, 2025
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NDX
OIL
SLV
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Metal Markets Report For Thursday, June 5
June 06, 2025
Tickers
COPX
GLD
PPLT
SLV
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Silver Price Forecast: XAG/USD Maintains Position Above $36.00 Near Multi-Year Highs
June 06, 2025
Tickers
SLV
Tags
Commodities
Gold/Precious Metals
Market News
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Silver Breaks $35... Then Breaks $36... For The First Time Since March Of 2012
June 06, 2025
Tickers
GLD
SLV
Tags
Commodities
SLV
GLD
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June 05, 2025
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GLD
NDX
SLV
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VIX
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Gold Is Outperforming Stocks And Bonds
June 05, 2025
Tickers
GLD
SLV
Tags
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GLD
SLV
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June 05, 2025
Tickers
COPX
GLD
SLV
Tags
GLD
Gold/Precious Metals
COPX
From
TalkMarkets
Silver Breaks Out
June 05, 2025
Tickers
GLD
PSLV
SLV
Tags
ETFs
Gold/Precious Metals
GLD
From
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Silver Prices Surge To Multi-Year Highs, Posting Intraday Gains Near 3.50%
June 05, 2025
Tickers
SLV
Tags
SLV
Market News
Gold/Precious Metals
From
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