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about us
Investment Approach
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Firm ADV PDFs
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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
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
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EVENTS
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Sibanye Stillwater (SBSW) Shares Enter Oversold Territory
February 15, 2023
Tickers
SBSW
Tags
Metals
From
Metals Channel
AMR Added as Top 5 Metals Channel Dividend Stock With 1.06% Yield
February 13, 2023
Tickers
AMR
Tags
Metals
From
Metals Channel
Analysts see short-term strength, long-term 'generational shift' in copper prices
February 13, 2023
Tags
World Economy
Metals
Investing
From
CNBC.com News
Osisko Development Breaks Below 200-Day Moving Average - Notable for ODV
February 10, 2023
Tickers
ODV
Tags
Metals
From
Metals Channel
AA Makes Notable Cross Below Critical Moving Average
February 10, 2023
Tickers
AA
Tags
Metals
From
Metals Channel
See How Eldorado Gold Corp Ranks Among Analysts' Top Metals Picks
February 09, 2023
Tickers
EGO
Tags
Metals
From
Metals Channel
A-Mark Precious Metals (AMRK) Shares Cross Below 200 DMA
February 07, 2023
Tickers
AMRK
Tags
Metals
From
Metals Channel
Ryerson Holding Named Top Dividend Stock With Insider Buying and 1.61% Yield (RYI)
February 07, 2023
Tickers
RYI
Tags
Metals
From
Metals Channel
There isn't enough copper in the world — and the shortage could last till 2030
February 06, 2023
Tickers
COPPER
Tags
Goldman Sachs Group Inc
Commodity markets
Goldman Sachs BDC Inc
From
CNBC.com News
Notable Two Hundred Day Moving Average Cross - SSRM
February 03, 2023
Tickers
SSRM
Tags
Metals
From
Metals Channel
Gold demand surged to an 11-year high in 2022 on 'colossal' central bank buying
February 01, 2023
Tags
Markets
U/S/ Economy
HSBC Holdings PLC
From
CNBC.com News
Missing radioactive capsule found on roadside in Western Australia after week-long search
February 01, 2023
Tags
Precious Metals and Minerals Mining
Asia News
Rio Tinto Ltd
From
CNBC.com News
Notable Two Hundred Day Moving Average Cross - SKE
January 31, 2023
Tickers
SKE
Tags
Metals
From
Metals Channel
Sandstorm Gold Breaks Above 200-Day Moving Average - Bullish for SAND
January 20, 2023
Tickers
SAND
Tags
Metals
From
Metals Channel
This KraneShares Metals ETF Is Signaling to Buy
January 20, 2023
Tickers
CICC
KMET
Tags
CICC
KMET
KraneShares
From
ETF Trends
Silver prices could touch a 9-year high in 2023 — with a bigger upside than gold
January 19, 2023
Tickers
GOLD
SILVER
Tags
Commodity markets
Gold
Investment strategy
From
CNBC.com News
CMC Added as Top 5 Metals Channel Dividend Stock With 1.21% Yield
January 19, 2023
Tickers
CMC
Tags
Metals
From
Metals Channel
Newmont (NEM) Shares Cross Above 200 DMA
January 13, 2023
Tickers
NEM
Tags
Metals
From
Metals Channel
Gold trades near 8-month high and analysts expect its rise to continue
January 10, 2023
Tickers
GOLD
Tags
Investment strategy
Credit Suisse Group AG
Europe Markets
From
CNBC.com News
AMR Makes Bullish Cross Above Critical Moving Average
January 06, 2023
Tickers
AMR
Tags
Metals
From
Metals Channel
Bullish Two Hundred Day Moving Average Cross - SKE
January 06, 2023
Tickers
SKE
Tags
Metals
From
Metals Channel
Bullish Two Hundred Day Moving Average Cross - SBSW
January 04, 2023
Tickers
SBSW
Tags
Metals
From
Metals Channel
Gold surges to 6-month high, and analysts expect new records in 2023
January 03, 2023
Tickers
GOLD
Tags
Investing
Central Banks
Metals
From
CNBC.com News
Notable Two Hundred Day Moving Average Cross - HBM
December 30, 2022
Tickers
HBM
Tags
Metals
From
Metals Channel
Precious metal platinum set for best quarter since 2008 on supply concerns
December 30, 2022
Tags
World Markets
World Economy
World economy
From
CNBC.com News
LICY Stock Crowded With Sellers
December 28, 2022
Tickers
LICY
Tags
Metals
From
Metals Channel
MP Crosses Critical Technical Indicator
December 28, 2022
Tickers
MP
Tags
Metals
From
Metals Channel
Shares of PLL Now Oversold
December 27, 2022
Tickers
PLL
Tags
Metals
From
Metals Channel
Meat bans, soaring gold prices and ‘un-Brexit’? One bank's ‘outrageous’ predictions for 2023
December 24, 2022
Tags
World Markets
Metals
Metal Commodities
From
CNBC.com News
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