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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
MARKET RESEARCH
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Stagflation Is On Tap: What Will Happen to Gold Prices?
October 25, 2021
Tickers
GDX
GDXJ
GLD
SLV
Tags
GDX
Market News
Market Insight, Financial Articles
From
InvestorPlace
Bitcoin Futures ETF Sees Biggest Ever 'Day One' With $1B In 'Natural' Volume
October 20, 2021
Tickers
ARKK
BITCOMP
BITO
DIA
Tags
News
ARKK
Cryptocurrency
From
Benzinga
How Does Gold Fit Into a Net-Zero Carbon Portfolio?
October 11, 2021
Tickers
GDX
GDXJ
GLD
SLV
Tags
Market News
Market Insight, Financial Articles
GDX
From
InvestorPlace
With prices at their lowest in over a year, silver’s ‘close to being a bargain’
September 30, 2021
Tickers
SLV
WPM
Tags
WPM
SLV
BX:TMUBMUSD10Y
From
MarketWatch
A Perfect Storm Of Risks For Precious Metals, And Yet Gold And Silver Still Lag. Why?
September 27, 2021
Tickers
EGRNF
GLD
GOLD
LPI
Tags
PSLV
Benzinga
Market News
From
Benzinga
3 Stocks to Buy While Investors Have the Jitters
September 27, 2021
Tickers
AMZN
ATVI
FB
SLV
Tags
NASDAQ:ATVI,NASDAQ:FB,NYSEARCA:SLV,NASDAQ:AMZN
SLV
Stocks to Buy
From
InvestorPlace
Inflation Report Nudges the Gold Price Over $1,800 an Ounce — Briefly
September 17, 2021
Tickers
GDX
GDXJ
GLD
SLV
Tags
GDX
Market Insight, Financial Articles
Market News
From
InvestorPlace
Gold Could Be the Poster Child of the Reflation Trade
September 09, 2021
Tickers
GDX
GDXJ
GLD
SLV
Tags
Market Insight, Financial Articles
Market News
NYSE:GDXJ,NYSE:SLV,NYSE:GLD,NYSE:GDX
From
InvestorPlace
Silver ETFs Surge As Precious Metals React To Disheartening Jobs Report
September 03, 2021
Tickers
AGQ
DVS
SIVR
SLV
Tags
Invesco
employment data
SIVR
From
ETF Trends
Gold Prices Are Teetering Between Boom and Bust
August 30, 2021
Tickers
GDX
GDXJ
GLD
SLV
Tags
SLV
GLD
GDXJ
From
InvestorPlace
Mike Khouw Weighs In On SLV
August 29, 2021
Tickers
SLV
Tags
Benzinga
Mike Khouw
Market News
From
Benzinga
Precious Metals ETFs Regain Luster After Fed Calms Concerns
August 27, 2021
Tickers
GOLD
PHYS
PSLV
SILVER
Tags
Commodity ETFs
Sprott
World Gold Council
From
ETF Trends
Precious Metals ETFs Advance on Retreating Dollar, Doubts over Fed Tapering
August 23, 2021
Tickers
GOAU
GOLD
PHYS
PSLV
Tags
Gold
PHYS
Gold Miners
From
ETF Trends
Analyzing iShares Silver Trust's Unusual Options Activity
August 18, 2021
Tickers
SLV
Tags
Options
Markets
BZI/UOA
From
Benzinga
Unusual Options Activity Insight: iShares Silver Trust
August 16, 2021
Tickers
SLV
Tags
Benzinga
Market News
SLV
From
Benzinga
Precious Metals Surge, Consumer Sentiment Hits New Low
August 13, 2021
Tickers
GOAU
GOLD
PHYS
PSLV
Tags
State Street
SGDM
SLV
From
ETF Trends
Stock-market investors are banking on this sector in the COVID recovery, while JPMorgan steps up its ETF game
August 12, 2021
Tickers
ARKG
BLOK
DRIV
GS
Tags
XLU
IWM
SLV
From
MarketWatch
Understanding iShares Silver Trust's Unusual Options Activity
August 12, 2021
Tickers
SLV
Tags
SLV
BZI/UOA
Movers
From
Benzinga
In Case Silver Melts Down More: Why Silver Is Down Despite Unprecedented Government Spending. How And Why You Should Hedge It.
August 11, 2021
Tickers
PSLV
SILVER
SLV
UGL
Tags
Market News
Benzinga
PSLV
From
Benzinga
"Gold Is Now Technically Toast" -- The Head Of Metals Strategy At MKS Weighs In. Plus, What Went Up When Gold Went Down.
August 10, 2021
Tickers
BNTX
GLD
RIOT
SLV
Tags
Market News
Benzinga
Markets
From
Benzinga
The Death Spiral Of The SPDR Gold ETF And iShares Silver ETF Continues
August 09, 2021
Tickers
GLD
SLV
Tags
Market News
Benzinga
Specialty ETFs
From
Benzinga
Unusual Options Activity Insight: iShares Silver Trust
August 09, 2021
Tickers
SLV
Tags
Benzinga
Market News
Movers
From
Benzinga
Is the Drop in Silver ETFs A Chance to Buy Into Biden’s EV Plan?
August 06, 2021
Tickers
IAU
PHYS
PSLV
SGOL
Tags
SIVR
SLV
Biden
From
ETF Trends
Precious Metals ETFs Fall as Jobs Data Adds to Fed Taper Fears
August 06, 2021
Tickers
GOLD
SILVER
SLV
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gold & silver investing channel
Alternatives
GLD / SPDR Gold Shares ETF
From
ETF Trends
Unusual Options Activity Insight: iShares Silver Trust
August 03, 2021
Tickers
SLV
Tags
Movers
Market News
Benzinga
From
Benzinga
Unusual Options Activity Insight: iShares Silver Trust
August 02, 2021
Tickers
SLV
Tags
Market News
Benzinga
SLV
From
Benzinga
Gold and Silver ETFs Can Still Shine
August 01, 2021
Tickers
GOLD
IAU
PHYS
PSLV
Tags
Alternatives
PSLV
Gold & Silver Investing Channel
From
ETF Trends
Unusual Options Activity Insight: iShares Silver Trust
July 30, 2021
Tickers
SLV
Tags
BZI/TFM
Movers
Market News
From
Benzinga
Understanding iShares Silver Trust's Unusual Options Activity
July 29, 2021
Tickers
SLV
Tags
Market News
Benzinga
BZI/UOA
From
Benzinga
Understanding iShares Silver Trust's Unusual Options Activity
July 26, 2021
Tickers
SLV
Tags
BZI/UOA
SLV
Options
From
Benzinga
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