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What We Buy Currently
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home
about us
Investment Approach
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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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Notable Two Hundred Day Moving Average Cross - ASTL
September 07, 2023
Tickers
ASTL
Tags
Metals
From
Metals Channel
AMRK Crosses Below Key Moving Average Level
September 07, 2023
Tickers
AMRK
Tags
Metals
From
Metals Channel
TriMas (TRS) Shares Enter Oversold Territory
September 07, 2023
Tickers
TRS
Tags
Metals
From
Metals Channel
AMRK Added as Top 5 Metals Channel Dividend Stock With 2.35% Yield
September 01, 2023
Tickers
AMRK
Tags
Metals
From
Metals Channel
How Wall Street's REIT giants are reshaping U.S. real estate
September 01, 2023
Tags
Breaking News: Investing
Asset/backed securities
Individual retirement accounts
From
CNBC.com News
Analyst Favorites: SSR Mining =Ranks As a Top Metals Pick
August 29, 2023
Tickers
SSRM
Tags
Metals
From
Metals Channel
IONR Crosses Critical Technical Indicator
August 29, 2023
Tickers
IONR
Tags
Metals
From
Metals Channel
A worldwide lithium shortage could come as soon as 2025
August 29, 2023
Tags
Piedmont Lithium Inc
Environment
Precious Metals and Minerals Mining
From
CNBC.com News
China's rare earths dominance makes U.S. supply chains vulnerable, trade representative says
August 26, 2023
Tags
Metals
Trade
Asia News
From
CNBC.com News
LGO Stock Crowded With Sellers
August 25, 2023
Tickers
LGO
Tags
Metals
From
Metals Channel
Snatch This Cheap Metals Stock Even Lower Than SVP, Strategy & Business Dev't Aboud Did
August 25, 2023
Tickers
CENX
Tags
Metals
From
Metals Channel
PLL Stock Crowded With Sellers
August 24, 2023
Tickers
PLL
Tags
Metals
From
Metals Channel
A-Mark Precious Metals Stock Getting Very Oversold
August 23, 2023
Tickers
AMRK
Tags
Metals
From
Metals Channel
CRECF Stock Crowded With Sellers
August 18, 2023
Tickers
CRECF
Tags
Metals
From
Metals Channel
MP Materials Corp Stock Getting Very Oversold
August 18, 2023
Tickers
MP
Tags
Metals
From
Metals Channel
Notable Two Hundred Day Moving Average Cross - DRD
August 17, 2023
Tickers
DRD
Tags
Metals
From
Metals Channel
GROY Crosses Critical Technical Indicator
August 17, 2023
Tickers
GROY
Tags
Metals
From
Metals Channel
DRD Gold Shares Enter Oversold Territory
August 17, 2023
Tickers
DRD
Tags
Metals
From
Metals Channel
McEwen Mining Breaks Below 200-Day Moving Average - Notable for MUX
August 16, 2023
Tickers
MUX
Tags
Metals
From
Metals Channel
Why Alpha Metallurgical Resources is the 'Top Dividend Stock of the S&P Metals & Mining Index' With 1.1% Yield (AMR)
August 16, 2023
Tickers
AMR
Tags
Metals
From
Metals Channel
Shares of CMP Now Oversold
August 15, 2023
Tickers
CMP
Tags
Metals
From
Metals Channel
Grab This Cheap Metals Stock Even Lower Than Director Larson Did
August 15, 2023
Tickers
RYI
Tags
Metals
From
Metals Channel
Hudbay Minerals (HBM) Shares Cross Below 200 DMA
August 15, 2023
Tickers
HBM
Tags
Metals
From
Metals Channel
The 117-year-old steel maker that's key to solving climate tech's recycling issue
August 11, 2023
Tickers
CEOS
Tags
Alternative and sustainable energy
Leadership Insights
Schnitzer Steel Industries Inc
From
CNBC.com News
Li-Cycle Holdings Corp Breaks Below 200-Day Moving Average - Notable for LICY
August 08, 2023
Tickers
LICY
Tags
Metals
From
Metals Channel
NFGC Makes Notable Cross Below Critical Moving Average
August 07, 2023
Tickers
NFGC
Tags
Metals
From
Metals Channel
Bullish Two Hundred Day Moving Average Cross - SAND
August 04, 2023
Tickers
SAND
Tags
Metals
From
Metals Channel
Eldorado Gold Corp (EGO) Shares Enter Oversold Territory
August 03, 2023
Tickers
EGO
Tags
Metals
From
Metals Channel
Haynes International (HAYN) Shares Cross Below 200 DMA
August 02, 2023
Tickers
HAYN
Tags
Metals
From
Metals Channel
American Lithium Corp (AMLI) Shares Enter Oversold Territory
August 02, 2023
Tickers
AMLI
Tags
Metals
From
Metals Channel
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