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home
about us
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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
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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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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
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Energy ETFs Maintain Momentum on OPEC+ Supply Outlook
August 29, 2022
Tickers
BNO
USO
XLE
Tags
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From
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Agriculture Commodity ETFs Gain on Fears of a Poor U.S. Crop Tour
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SOYB
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Tags
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From
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August 24, 2022
Tickers
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SOYB
TAGS
Tags
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From
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Lara Crigger Explores the Popularity of Agricultural Commodities ETFs
August 24, 2022
Tickers
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Tags
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teucrium/com
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Tags
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August 19, 2022
Tickers
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Tags
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August 17, 2022
Tickers
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Tags
Inflation Reduction Act
Corn
ethanol
From
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August 15, 2022
Tickers
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USO
Tags
BNO
marygold cos inc
commodities channel
From
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Large Investors Are Purchasing Commodities Amid Exodus
August 15, 2022
Tickers
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Tags
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abrdn
Commodities
From
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Digging in to See Which Commodities Are Exciting
August 15, 2022
Tickers
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COPX
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CPER
Tags
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August 12, 2022
Tickers
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SOYB
TAGS
Tags
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Commodities
From
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Oil ETFs Gain on Optimistic Demand Outlook
August 11, 2022
Tickers
BNO
USO
Tags
marygold cos inc
USO
commodities channel
From
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TILL Breaks Out With $65 million in Creates Over a 2-Day Period
August 10, 2022
Tickers
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SOYB
TAGS
Tags
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SOYB
From
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Energy ETFs Are “Down, But Not Out”
August 08, 2022
Tickers
BNO
USO
XLE
Tags
XLE
USO
marygold cos inc
From
ETF Trends
Are Gold Prices Flashing a Buy Signal?
August 08, 2022
Tickers
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SGOL
Tags
abrdn
abrdn/com
commodities channel
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ETF Trends
Oil ETFs Slide as Americans Cut Back on Driving
August 03, 2022
Tickers
BNO
UGA
USO
Tags
UGA
BNO
marygold cos inc
From
ETF Trends
Food Prices Are Starting to Ease, but Are Still Relatively High
August 03, 2022
Tickers
CANE
CORN
SOYB
TAGS
Tags
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teucrium
Corn
From
ETF Trends
Retail Investors Buck Flows Trend To Add To Energy ETFs
August 01, 2022
Tickers
XLE
Tags
VandaTrack
Energy ETFs
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ETF Trends
World Gold Council Doesn’t Rule Out More Upside for Gold
August 01, 2022
Tickers
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Tags
abrdn
abrdn/com
commodities channel
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ETF Trends
Lebanon’s Economic Crisis Applies Pressure to Wheat Prices
July 29, 2022
Tickers
WEAT
WHEAT
Tags
teucrium
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ETF Trends
Oil ETFs Climb as U.S. Crude Exports Hit Record Highs
July 28, 2022
Tickers
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USO
Tags
marygold cos inc
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commodities channel
From
ETF Trends
Natural Gas ETFs Maintain Momentum, Prices Touch 14-Year High
July 27, 2022
Tickers
UNG
Tags
UNG
commodities channel
marygold cos inc
From
ETF Trends
Natural Gas ETFs Are Gaining Momentum as the Summer Heat Rages
July 27, 2022
Tickers
UNG
Tags
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UNG
commodities channel
From
ETF Trends
Wheat, Corn ETFs Gain After Russia Attack on Odesa
July 26, 2022
Tickers
CORN
WEAT
Tags
teucrium/com
teucrium
WEAT
From
ETF Trends
Is the Stage Set for a Golden Comeback?
July 26, 2022
Tickers
GOLD
SGOL
Tags
abrdn
abrdn/com
Gold
From
ETF Trends
Energy ETFs Are Gaining Momentum
July 25, 2022
Tickers
BNO
PSCE
USO
XES
Tags
XES
commodities channel
State Street
From
ETF Trends
Demand Through 2023 Could Help Keep Soybean Prices Afloat
July 22, 2022
Tickers
SOYB
SOYBEAN
Tags
teucrium/com
teucrium
SOYB
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ETF Trends
Precious Metals Down, but Not Out for the Count
July 19, 2022
Tickers
GLTR
Tags
abrdn
commodities channel
abrdn/com
From
ETF Trends
Teucrim’s CIO Sal Gilbertie Gives Current State of Commodities
July 14, 2022
Tickers
CANE
CORN
SOYB
TAGS
Tags
commodities channel
TILL
WEAT
From
ETF Trends
A Boomeranging 2022 For Energy ETF Flows
July 12, 2022
Tickers
UGA
UNG
USO
XLE
Tags
UGA
USO
XLE
From
ETF Trends
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