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What We Buy Currently
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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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Investing During Uncertain Times
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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
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Silver Crosses Back Over $39, As Even Generalist Investors Start Talking About Deficit
July 22, 2025
Tickers
SLV
Tags
SLV
Market News
Gold/Precious Metals
From
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Gold And Silver Soar Amid Dollar Selloff
July 22, 2025
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SILJ
SLV
Tags
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Natural Gas Prices Fell By More Than 6%
July 22, 2025
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OIL
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SPX
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From
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The Next Breakouts In Gold And Silver
July 22, 2025
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SLV
Tags
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Metal Markets Report For Monday, July 21
July 22, 2025
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GLD
PPLT
SLV
Tags
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From
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Silver Price Forecast: XAG/USD Ticks Down To Near $38.80, Stays Close To Multi-Decadal Highs
July 22, 2025
Tickers
SLV
Tags
Market News
SLV
Gold/Precious Metals
From
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Silver Surges Back Over $39, Gold Over $3,400
July 21, 2025
Tickers
GLD
SLV
Tags
SLV
GLD
Market News
From
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Silver Price Forecast: XAG/USD Soars 2% Toward $39 On Dollar Weakness
July 21, 2025
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SLV
Tags
Gold/Precious Metals
SLV
Market News
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Stocks And Precious Metals Charts - A Pop And Flop
July 21, 2025
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GLD
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Tags
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Weekly Forex Forecast - Sunday, July 20
July 20, 2025
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Silver Price Prediction
July 20, 2025
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SLV
Tags
Commodities
SLV
Market News
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Why Silver Will Start To Outshine Gold
July 20, 2025
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GLD
SLV
Tags
GLD
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Gold & Silver Buying Opportunities Ahead
July 19, 2025
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GLD
SLV
Tags
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The Coming Stablecoin Boom, & What It Means For Gold & Silver
July 19, 2025
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July 19, 2025
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SLV
Tags
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The Day Silver Touched $50: A Blow-Off Top Fueled By Mania, Not Fundamentals
July 19, 2025
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Gold Vs. Bitcoin: Which Is The Smarter Bet In 2025?
July 19, 2025
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Metal Markets Report For Friday, July 18
July 19, 2025
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Gold & Silver ETFs Continue To See Inflows
July 19, 2025
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AskSlim Market Week - Friday, July 18
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The Market May Be Making A Big Bet On An Inflation Surge
July 18, 2025
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PPLT
SLV
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July 18, 2025
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BITCOMP
GLD
SLV
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The Long Pull: PGMs Are Ripping
July 18, 2025
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COPX
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July 18, 2025
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NVDA
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The Silver Market Is In Turmoil
July 18, 2025
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SLV
Tags
SLV
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Metal Markets Report For Thursday, July 17
July 18, 2025
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COPX
GLD
PPLT
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Tags
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If You're Worried About The Fed's Independence, Consider What Paul Volcker Said About That
July 18, 2025
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GLD
SLV
UUP
Tags
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SLV
Commodities
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Is Undisclosed Russian Silver Buying Driving The Price Higher?
July 17, 2025
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SLV
Tags
Market News
SLV
Gold/Precious Metals
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Stocks And Precious Metals Charts - The Worldly Rule By Force And Fear
July 17, 2025
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BITCOMP
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NFLX
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Is Silver Performing Better Against Gold Than You Realized?
July 17, 2025
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GLD
SLV
Tags
SLV
GLD
Market News
From
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