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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
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RSVP-Signup Form
MARKET RESEARCH
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Demand for Gold by Central Banks Rose Its Fastest in 55 Years
January 05, 2023
Tickers
PHYS
PSLV
SILVER
Tags
PHYS
Gold & Silver Investing Channel
Sprott
From
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Top 3 Gold & Silver Stories in 2022
December 30, 2022
Tickers
SGDM
URNM
Tags
SGDM
Sprott
gold & silver investing channel
From
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Gold Prices Could Push Above $2,000 in 2023, Says Market Analyst
December 28, 2022
Tickers
GOLD
PHYS
Tags
Sprott
Gold
PHYS
From
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What These Indicators Mean for 2023 Gold in PHYS
December 26, 2022
Tickers
PHYS
Tags
PHYS
2023 outlook for gold
gold & silver investing channel
From
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CPI Drives Gold Higher Ahead of 2023, Accessible in SGDM
December 13, 2022
Tickers
SGDM
Tags
gold & silver investing channel
Sprott
CPI report
From
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As Banks Project Tough 2023, Look to a Gold Miner ETF
December 08, 2022
Tickers
SGDJ
Tags
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Sprott
gold miner ETF
From
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Tax Loss Harvest Gold ETFs in PHYS
December 06, 2022
Tickers
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PHYS
Tags
gold & silver investing channel
Gold ETFs
PHYS
From
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Tax-Loss Harvest Into Uranium With ETF URNM
December 02, 2022
Tickers
URNM
Tags
URNM
uranium ETF
gold & silver investing channel
From
ETF Trends
Has The Dollar Peaked? Gold Mining May Appeal in SGDM
November 29, 2022
Tickers
SGDM
Tags
gold & silver investing channel
Sprott Gold Miners ETF
Sprott
From
ETF Trends
Look to Long Term With ESG Gold ETF SESG
November 21, 2022
Tickers
SESG
Tags
SESG
Sprott
gold & silver investing channel
From
ETF Trends
Energy Commodity ETF URNM Triggers Key Buy Signal
November 16, 2022
Tickers
URNM
Tags
Sprott
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gold & silver investing channel
From
ETF Trends
60/40 Sputtering? Silver Strategy Offers One-Two Punch
November 14, 2022
Tickers
DJIA
PSLV
SILVER
Tags
PSLV
Sprott
Industrial Metals
From
ETF Trends
This ETF May Benefit as CPI Print Drives Gold Higher
November 10, 2022
Tickers
PHYS
SGDM
Tags
gold & silver investing channel
PHYS
SGDM
From
ETF Trends
Value in Gold? Earnings Offer Opportunity via SGDM
November 03, 2022
Tickers
SGDM
Tags
gold & silver investing channel
Sprott
Barrick Gold Corporation
From
ETF Trends
Why More Rate Hikes Might Help, Not Hurt, Gold Miner ETFs
November 01, 2022
Tickers
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SGDM
Tags
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FOMC
gold & silver investing channel
From
ETF Trends
Silver Prices Set to Soar as Dollar Retreats
October 26, 2022
Tickers
PSLV
SILVER
Tags
PSLV
Sprott
gold & silver investing channel
From
ETF Trends
3 Reasons Why Sprott’s SESG Is the Gold Fund for the Moment
October 19, 2022
Tickers
SESG
Tags
gold & silver investing channel
Sprott
SESG
From
ETF Trends
Gold and Silver Get Off the Mat
October 17, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
PHYS
SGDM
SESG
From
ETF Trends
Despite a Rough September, Uranium Poised for Power
October 14, 2022
Tags
Uranium
Sprott
gold & silver investing channel
From
ETF Trends
Despite Strong Dollar, Gold Remains the True Safe Haven
October 10, 2022
Tags
gold & silver investing channel
Sprott
From
ETF Trends
Gold and Silver Hit New Highs, Begin Reversing Gloomy Year
October 05, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
SGDM
PHYS
SESG
From
ETF Trends
Gold’s “Spooky Season” Might Be Ending This October
October 03, 2022
Tickers
GOLD
PHYS
SESG
SGDJ
Tags
gold & silver investing channel
Sprott
SGDJ
From
ETF Trends
With Strong Fundamentals Already, Uranium Sentiment Climbs
September 28, 2022
Tickers
U-U
Tags
ed coyne
Uranium
sprott gold talk radio
From
ETF Trends
With the Market Seeing Red, Investors Should Be Seeing Gold
September 26, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
SESG
PHYS
SGDM
From
ETF Trends
Gold’s Safe Haven Appeal Looks Enticing Amid Threats From Putin, Rate Hikes
September 21, 2022
Tickers
PHYS
SESG
SGDJ
SGDM
Tags
SESG
PHYS
SGDM
From
ETF Trends
Sprott’s Ciampaglia Reveals Why SESG Is Unlike Any Other Gold Fund
September 19, 2022
Tickers
SESG
Tags
Sprott
SESG
John Ciampaglia
From
ETF Trends
Gold and Other Precious Metals React to Dollar Dip
September 09, 2022
Tickers
PHYS
PSLV
SESG
SGDJ
Tags
PSLV
Sprott
SPPP
From
ETF Trends
This Author Sees a Coming Global Gold Standard
September 06, 2022
Tickers
PHYS
SESG
SGDJ
SGDM
Tags
SGDJ
Sprott
gold & silver investing channel
From
ETF Trends
For Glimpses of Silver’s Future, Look to Copper Not Gold
September 02, 2022
Tickers
GOLD
PSLV
Tags
gold & silver investing channel
PSLV
Gold
From
ETF Trends
The Case for a Nuclear Bull Market Remains Strong
August 29, 2022
Tags
SPUT
Sprott
gold & silver investing channel
From
ETF Trends
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