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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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These 3 Gold Stocks Have Rocketed 50%, Thanks To A Floundering Dollar
June 17, 2025
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EXCLUSIVE: Gold's 27% YTD Rally Is Supercharging Miners — But There's A Big 'If'
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Tickers
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Tags
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Donald Trump's EU Tariff Delay Will See 'Profit Booking In Gold:' 'This Is The Beginning Of A Currency War, Which Will Eventually Affect Gold...'
May 26, 2025
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QQQ
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Gold Nears $3,400 Mark, Experts Point To Likely 'Correction' Amid Bull Market: 'Rates Will Drop Like Rock'
April 17, 2025
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Gold Nears $3,060 As Stocks, Bonds And Bitcoin Slide—Peter Schiff Says This 'Record High' Is Due To Eroding Dollar Confidence And Rising Inflation Fears
March 27, 2025
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USD-BITSTAMP
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Safe Haven Amidst Volatility? Gold Tops $3000 As Market Corrects But It Tends To See 'Painful Drawdowns After Periods Of Sharp Gains,' Says Expert
March 17, 2025
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Gold ETFs Shine As Spot Price Tops $3,000 During Safe-Haven Demand
March 14, 2025
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GDXJ
GLD
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Tags
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Bullion Boom: Gold ETFs Gain As Geopolitical Storm Fuels Surge
February 20, 2025
Tickers
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GDX
GLD
Tags
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Gold Prices Near $3000, Outpacing US Equities As It Hits A Fresh Record High Amid Trump's Trade War-Led Market Uncertainty
February 10, 2025
Tickers
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NEWS
QQQ
SPY
Tags
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From
Benzinga
JPMorgan To Deliver $4 Billion In Gold Amid Rising Prices, Tariff Concerns: Report
February 01, 2025
Tickers
GOLD
JPM
NEWS
Tags
Gold
Tariff
Benzinga
From
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SPDR Gold Shares Vs. iShares Gold Trust: Two Shiny ETFs In Focus As 'Tariff Man' Trump Fuels Uncertainty
January 23, 2025
Tickers
GLD
IAU
Tags
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Benzinga
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From
Benzinga
Bank Earnings Propel Wall Street To Record Peaks, Oil Plunges Below $70, Gold Shines At All-Time Highs: This Week In The Market
October 18, 2024
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ASIA
ECON
GLD
Tags
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Benzinga
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From
Benzinga
Gold 'Is Getting Its Moment In The Sun' And Experts Say The Record High Prices Could Climb Even Higher: Here's The Case For Even More Glittering Gains
August 20, 2024
Tickers
AEM
GDX
GLDM
GOLD
Tags
News
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AEM
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Benzinga
Gold Prices Hit All-Time Highs Of $2,500 As Traders Jump On Rate-Cut Train: Mining Stocks On The Move Friday
August 16, 2024
Tickers
CDE
ECON
EMR
EQX
Tags
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Mid Cap
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From
Benzinga
Gold Prices Set To Climb To $3,000 On Fed Rate Cuts, Geopolitical Tensions, Bank of America Says
June 24, 2024
Tickers
ECON
GLD
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Tags
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Treasuries
Market News
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Benzinga
Central Banks' 'Colossal' Gold Purchases Offset India's Wedding Season Slump; Bullion Hovers Near $2,000
October 31, 2023
Tickers
GLD
GOLD
Tags
ETFs
Market News
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From
Benzinga
Gold Miners Positioned For Upswing: Keep An Eye On This Leading Economic Indicator
October 18, 2023
Tickers
GDX
GDXJ
GFI
HMY
Tags
GDX
Benzinga
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From
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Unlocking Gold Mining's Supercycle: Insights From Benzinga's Virtual Conference
July 24, 2023
Tickers
AEM
AGI
EDVMF
ESG
Tags
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ESG
From
Benzinga
Market Analyst: Gold Could Push Even Higher in 5 Years
May 19, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
gold prices
gold/silver/critical minerals channel
From
ETF Trends
Analysts Are Forecasting Record Highs for Gold This Year
January 10, 2023
Tickers
GOLD
PHYS
SGDM
Tags
Sprott
gold prices
gold & silver investing channel
From
ETF Trends
Stronger Dollar, Rising Yields Could Push These 2 ETFs Even Higher
October 12, 2022
Tickers
DUST
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JDST
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Gold Miners Could Be a Potential Contrarian Play
August 17, 2022
Tickers
GOEX
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GOEX
From
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One-Month Price Peak for Gold Should Bolster This ETF
April 14, 2022
Tickers
GOEX
GOLD
Tags
Global X
gold prices
GOEX
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ETF Trends
Gold Picks Up Heading Into the New Year
December 29, 2021
Tickers
GOLD
PHYS
Tags
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PHYS
gold & silver investing channel
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ETF Trends
Inflation Could Be Dulling Risk Appetite, Which Is Good for Gold
October 15, 2021
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CEF
GOLD
Tags
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Sprott
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Gold Prices Tick Higher as Fed Signals Rate Hikes Forthcoming
September 24, 2021
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GOLD
SGDM
Tags
SGDM
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Sprott
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Gold Could Bounce — Here’s One ETF to Play It
September 18, 2021
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DGL
GOLD
Tags
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Gold Still Looking to Bust Through the $1,800 Price Level
September 17, 2021
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GOLD
PHYS
Tags
Gold
PHYS
gold prices
From
ETF Trends
Economic Data This Week Could Give Gold Prices a Bumpy Ride
August 31, 2021
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GOLD
SGDJ
Tags
gold & silver investing channel
Gold
SGDJ
From
ETF Trends
Bond King Sees Gold Pushing Higher From Its Current Price
August 26, 2021
Tickers
PHYS
Tags
PHYS
Sprott
gold prices
From
ETF Trends
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