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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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Latest News about UK:BHP
Recent news which mentions UK:BHP
‘Dovish hike’ by ECB sees euro and German bond yields slide
September 14, 2023
Tags
UK:BP
UK:BHP
UK:RIO
From
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London-listed miners boosted by hopes of revived China demand
September 11, 2023
Tags
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UK:BHP
BX:TMUBMUSD10Y
From
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Glencore leads London’s miners lower after falling commodity prices cuts profits in half
August 08, 2023
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UK:UKX
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BHP first-half profit and dividend fall on weaker commodity prices
February 21, 2023
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AU:OZL
AU:BHP
From
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Barclays finally may be outshining its rivals, and investors are scooping up the stock
February 23, 2022
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BP
HSBC
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As the stock market struggles, look at these ‘hard-asset’ commodity funds
February 23, 2022
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From
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Former F1 chief Eddie Jordan withdraws from bidding for gaming software company
January 21, 2022
Tags
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UK:UKX
UK:BHP
From
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Oil price rise helps FTSE 100 chisel out gains
November 23, 2021
Tickers
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BP
RDS-A
RIO
Tags
UK:UKX
BP
BHP
From
MarketWatch
Three generations haven’t traded through an inflationary cycle. Here are the stocks for it, one seasoned fund manager says.
November 04, 2021
Tickers
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BKNG
CI
DUK
Tags
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CL00
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From
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Italian bonds bounce back sharply, narrowing the yield gap over German bunds
November 02, 2021
Tags
IE:FLTR
BX:TMBMKDE/10Y
UK:RIO
From
MarketWatch
Miners sell off in London as as China’s Evergrande gets investors worried again
October 21, 2021
Tickers
BCS
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RIO
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From
MarketWatch
Some of Europe’s biggest names are reporting next week, but the big beats may be over, says Deutsche Bank
October 15, 2021
Tickers
ASML
BCS
BHP
ERIC
Tags
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SE:ERIC/A
ERIC
From
MarketWatch
The U.K.’s ‘love of a lunchtime sandwich’ is back
October 14, 2021
Tickers
BHP
RDS-A
RIO
Tags
UK:UKX
GBPUSD
UK:RIO
From
MarketWatch
London’s miners tear higher on optimism over global economic growth
October 07, 2021
Tickers
BHP
RDS-A
RIO
Tags
UK:MCX
UK:RIO
UK:RDSA
From
MarketWatch
European stocks set for weakest monthly return in a year, as dollar steamrolls over the euro
September 30, 2021
Tickers
BHP
DEO
RIO
Tags
DK:VWS
UK:NG
DX:DAX
From
MarketWatch
European stocks climb in second day bounce with banks and miners in the lead
September 22, 2021
Tickers
BHP
BP
DKNG
HSBC
Tags
ES:SAN
UK:GLEN
UK:AAL
From
MarketWatch
Europe stocks struggle, as inflation hits a decade high and miners hit by downgrades at UBS
September 17, 2021
Tickers
BHP
RIO
VALE
Tags
XE:BIO
FR:ADP
DX:DAX
From
MarketWatch
Mining stocks under pressure in London as industrial metals buckle
September 14, 2021
Tickers
BHP
RIO
Tags
BHP
PLV21
PAZ21
From
MarketWatch
Major miners are missing energy-transition boat, industry veteran warns
September 01, 2021
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GM
RIO
TSLA
Tags
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UK:RIO
XE:VOW3
From
MarketWatch
DWS sees $1.3 billion hit to market cap on report of U.S. probe into ESG labelling
August 26, 2021
Tags
XX:SXXP
FR:VIV
XE:DBK
From
MarketWatch
BHP more than reverses gains as FTSE 100 trades lower
August 18, 2021
Tags
UK:AAL
UK:BHP
UK:GLEN
From
MarketWatch
Investors are growing more cautious on European economy
August 17, 2021
Tags
NL:PRX
FR:KER
DX:DAX
From
MarketWatch
BHP keeps FTSE 100 in positive territory
August 17, 2021
Tickers
BBL
BHP
Tags
UK:IHG
UK:BHP
UK:UKX
From
MarketWatch
London miners climb as JPMorgan turns bullish after sector’s underperformance
August 09, 2021
Tickers
BHP
RIO
UL
Tags
UL
UK:AAL
BHP
From
MarketWatch
Pound wobbles as Bank of England sees inflation reaching 4% at end of the year
August 05, 2021
Tags
UK:UKX
GBPUSD
UK:AAL
From
MarketWatch
Europe stocks slip, but set for July gain as data shows liftoff for economy
July 30, 2021
Tickers
BHP
RIO
Tags
XX:SXXP
RIO
NL:PRX
From
MarketWatch
Vodafone and miners support FTSE 100, as investors sift through mixed data
July 23, 2021
Tickers
BHP
RIO
VOD
Tags
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UK:UKX
UK:BHP
From
MarketWatch
European stocks and U.S. futures rebound after worst rout in months
July 20, 2021
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SPX
Tags
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XX:SXXP
CH:UBSG
From
MarketWatch
Burberry, Rio Tinto and AstraZeneca keep a lid on London stock gains
July 16, 2021
Tickers
AZN
BHP
GLNCY
RIO
Tags
UK:AAL
UK:AZN
UK:GLEN
From
MarketWatch
London stocks shake off growth slip as miners rise and Philip Morris deal boosts Vectura
July 09, 2021
Tickers
BHP
PM
RIO
Tags
UK:UKX
GBPUSD
UK:RIO
From
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