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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
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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
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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
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Oil price rise helps FTSE 100 chisel out gains
November 23, 2021
Tickers
BHP
BP
RDS-A
RIO
Tags
UK:RDSA
UK:UKX
UK:BP
From
MarketWatch
What Are 10 Of The Most Popular Dividend Stocks?
November 16, 2021
Tickers
BHP
BTI
DLAKY
IMBBY
Tags
RIO
BHP
TEF
From
Benzinga
BHP to sell its 80% stake in BMC coal mines to Stanmore
November 07, 2021
Tickers
BHP
BTU
Tags
JP:8031
BHP
AU:SMR
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
BHP
BKNG
CI
DUK
Tags
CI
Z
STT
From
MarketWatch
Miners sell off in London as as China’s Evergrande gets investors worried again
October 21, 2021
Tickers
BCS
BHP
RIO
Tags
BCS
UK:RIO
UK:LRE
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
BHP
FR:KER
FR:BN
From
MarketWatch
The U.K.’s ‘love of a lunchtime sandwich’ is back
October 14, 2021
Tickers
BHP
RDS-A
RIO
Tags
UK:RDSA
UK:UKX
RDS/A
From
MarketWatch
London’s miners tear higher on optimism over global economic growth
October 07, 2021
Tickers
BHP
RDS-A
RIO
Tags
GBPUSD
UK:NWG
UK:MCX
From
MarketWatch
Why Shares of BHP Slumped in September
October 04, 2021
Tickers
BHP
Tags
EGRN/Y
Market News
BHP
From
Motley Fool
Glass Lewis Urges BHP Shareholders to Vote Against Emission Reduction Plan
September 30, 2021
Tickers
BHP
Tags
bhp
glass lewis
gold & silver investing channel
From
ETF Trends
European stocks set for weakest monthly return in a year, as dollar steamrolls over the euro
September 30, 2021
Tickers
BHP
DEO
RIO
Tags
XE:SIE
DX:DAX
ES:IBE
From
MarketWatch
Why Investors Should Buy Deere Instead Of Caterpillar
September 29, 2021
Tickers
BHP
CAT
CVX
DE
Tags
News
Ross Gilardi
Green Energy
From
Benzinga
7 Classy Commodity Stocks to Add to Your Portfolio
September 22, 2021
Tickers
BHP
CCJ
CVX
DVN
Tags
BHP
SBSW
DVN
From
InvestorPlace
European stocks climb in second day bounce with banks and miners in the lead
September 22, 2021
Tickers
BHP
BP
DKNG
HSBC
Tags
UK:ENT
BHP
SAN
From
MarketWatch
Barron's Latest Picks And Pans: Apple, Bitcoin, a Goldman Sachs ETF, Nike And More
September 18, 2021
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BHP
BITCOMP
BTC
Tags
Market News
AAPL
$ETH
From
Benzinga
Europe stocks struggle, as inflation hits a decade high and miners hit by downgrades at UBS
September 17, 2021
Tickers
BHP
RIO
VALE
Tags
RIO
BHP
AU:FMG
From
MarketWatch
Mining stocks under pressure in London as industrial metals buckle
September 14, 2021
Tickers
BHP
RIO
Tags
UK:RIO
PAZ21
HGU21
From
MarketWatch
3 Stocks Under $100 to Buy and Hold Forever
September 10, 2021
Tickers
AMZN
BHP
KO
PFE
Tags
KO
TSLA
NYSE:KO,NYSE:BHP,NYSE:PFE,NASDAQ:AMZN,NASDAQ:TSLA
From
InvestorPlace
Caterpillar, BHP Partner On Zero Emission Mining Trucks: What Investors Should Know
September 07, 2021
Tickers
BHP
CAT
Tags
Benzinga
trucking
CAT
From
Benzinga
9 Materials Stocks Moving In Tuesday's Pre-Market Session
September 07, 2021
Tickers
ACH
AU
BBL
BHP
Tags
Movers
MTL
Top Gainers
From
Benzinga
Why BHP Group Stock Fell 15% in August
September 03, 2021
Tickers
BHP
Tags
Market News
BHP
From
Motley Fool
Major miners are missing energy-transition boat, industry veteran warns
September 01, 2021
Tickers
BHP
GM
RIO
TSLA
Tags
XE:VOW3
RIO
TSLA
From
MarketWatch
Why Shares of Major Metals and Mining Stocks Melted This Week
August 20, 2021
Tickers
AA
BHP
FCX
SID
Tags
FCX
VEDL
Market News
From
Motley Fool
Copper Stocks: Why FCX, RIO, NEM, and BHP Are Down Today
August 19, 2021
Tickers
BHP
FCX
HOOD
NEM
Tags
Market News
FCX
HOOD
From
InvestorPlace
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
August 18, 2021
Tickers
ACY
ALC
BCTX
BHP
Tags
Market News
DRN
ZENV
From
InvestorPlace
Understanding BHP Group's Unusual Options Activity
August 17, 2021
Tickers
BHP
Tags
Trading Ideas
Markets
BHP
From
Benzinga
BHP keeps FTSE 100 in positive territory
August 17, 2021
Tickers
BBL
BHP
Tags
UK:IHG
UK:WTB
BHP
From
MarketWatch
Tesla Supplier LG Strikes 6-Year Deal With Australian Mining Company For Cobalt, Nickel
August 17, 2021
Tickers
BHP
EVS
GM
TECH
Tags
Market News
VWAGY
Tech
From
Benzinga
This bond expert called the initial spike in interest rates. He now says a new chapter will emerge.
August 16, 2021
Tickers
BHP
GOOG
H
SONO
Tags
SONO
NQ00
BHP
From
MarketWatch
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