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home
about us
Investment Approach
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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
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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
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Metal Markets Report For Wednesday, July 16
July 17, 2025
Tickers
COPX
GLD
PPLT
SLV
Tags
Commodities
SLV
Gold/Precious Metals
From
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The Key Breakout For Many Markets Including Gold
July 17, 2025
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COPX
GLD
SLV
UUP
Tags
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From
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Silver Price Forecast: XAG/USD Holds Near $38.00 As Bullish Momentum Builds
July 16, 2025
Tickers
SLV
Tags
Market News
Gold/Precious Metals
Commodities
From
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Stocks And Precious Metals Charts - And The Darkness Has Not Overcome It
July 16, 2025
Tickers
BITCOMP
GLD
SLV
UUP
Tags
Market News
GLD
UUP
From
TalkMarkets
Precious Metals: In Season, In Reason, And Now Even More Golden
July 16, 2025
Tickers
GDX
GLD
IAU
PHYS
Tags
Market News
PSLV
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From
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Morning Flash Report For Tuesday, July 15
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NDX
NVDA
OIL
Tags
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Commodities
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Silver: A Seasonal Pop Incoming As Hedge Fund Positioning Peaks?
July 16, 2025
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SLV
Tags
Basic Materials / Commodities
Commodities
SLV
From
TalkMarkets
US Housing's Collapse Vs. Gold And Silver Picks Up Steam
July 16, 2025
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SLV
UUP
Tags
Market News
UUP
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The Dollar Lives?
July 16, 2025
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EEM
EFA
FXE
Tags
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FXE
PALL
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Gold & Silver Selloff Continues After CPI Predictably Comes In Hotter Than Last Month
July 15, 2025
Tickers
GLD
SLV
UUP
Tags
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UUP
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From
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Stocks And Precious Metals Charts - Baghdad Barbies And The Bubbylonians
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GLD
NDX
SLV
Tags
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Forex Today: US Inflation Expected To Increase To 2.6%
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Tags
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Silver Lease Rates Echo Platinum's Pre-Breakout Move, Sparking Bullish Outlook: 'If It Looks Like A Duck And Quacks Like A Duck...'
July 15, 2025
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GLD
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Tags
Benzinga
Market News
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From
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Metal Markets Report For Monday, July 14
July 15, 2025
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COPX
GLD
PPLT
SLV
Tags
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Gold/Precious Metals
From
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Silver Makes A Run At $40 Before Selling Off, As New Tariffs Are Announced
July 15, 2025
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GLD
SLV
UUP
Tags
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Stocks And Precious Metals Charts - The Apparatus Makes Us Slaves
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BITCOMP
GLD
SLV
UUP
Tags
BITCOMP
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Silver ETFs Just Crashed Gold's Party— And Took The Cake
July 14, 2025
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PAAS
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Tags
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GLD
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SPX
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Platinum Was The Top Performing Commodity In H1
July 14, 2025
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GLD
PALL
PPLT
Tags
SLV
Commodities
PALL
From
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Morning Flash Report For Monday, July 14
July 14, 2025
Tickers
GLD
SLV
Tags
Market News
Commodities
Stocks / Equities
From
TalkMarkets
Silver Investment Surges During First Half Of 2025
July 14, 2025
Tickers
SLV
Tags
SLV
Commodities
Basic Materials / Commodities
From
TalkMarkets
Silver Reached A 13-Year-High
July 14, 2025
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FXC
NDX
OIL
SLV
Tags
FXC
SPX
Currencies/Forex
From
TalkMarkets
Silver And The Potential For Monetary Reform
July 14, 2025
Tickers
SLV
Tags
Market News
Basic Materials / Commodities
Commodities
From
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China And The Revaluation Of Precious Metals
July 14, 2025
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SLV
Tags
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GLD
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Weekly Forex Forecast - Sunday, July 13
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FXE
FXY
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Tags
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Pairs In Focus - Gold, Silver, DAX, EUR/USD, USD/MXN, USD/CHF, USD/JPY
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DAX
FXC
FXE
FXF
Tags
FXY
Currencies/Forex
Commodities
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Gold May Be Boring, But Silver Is Soaring
July 13, 2025
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COPX
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MSFT
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NVDA
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TalkMarkets
Silver Price Prediction
July 12, 2025
Tickers
SLV
Tags
SLV
Commodities
Gold/Precious Metals
From
TalkMarkets
Silver Futures Break $38 For the First Time In 13 Years, And Then Break $39 A Few Hours Later
July 11, 2025
Tickers
GLD
SLV
Tags
Market News
Gold/Precious Metals
GLD
From
TalkMarkets
Silver Is The New Silver
July 11, 2025
Tickers
GLD
SLV
Tags
Market News
SLV
Commodities
From
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