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home
about us
Investment Approach
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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
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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
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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
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Gold, Jobs, And Fiat Fictions: Americans Miss The Rally
August 07, 2025
Tickers
GLD
SLV
UUP
XAU
Tags
UUP
Commodities
XAU
From
TalkMarkets
The Commodities Feed: Markets Await Trump’s Russia Peace-Deal Deadline
August 06, 2025
Tickers
GLD
OIL
UCO
UGA
Tags
Market News
Commodities
UUP
From
TalkMarkets
Gold Price Eyes $3,400 As Fed Cut Bets Grow, Trump Eyes New Fed Pick
August 05, 2025
Tickers
GLD
UUP
XAU
Tags
Gold/Precious Metals
GLD
Market News
From
TalkMarkets
Gold Rebounds From Key Support Near $3,350 As Fed Cut Bets Limit Downside
August 05, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
XAU
Commodities
From
TalkMarkets
Citibank Does 180 On Gold Forecast; Now Projects New Record Highs This Year
August 05, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
Commodities
XAU
From
TalkMarkets
Analytical Overview Of The Main Currency Pairs - Monday, Aug. 4
August 04, 2025
Tickers
FXB
FXE
FXY
UUP
Tags
Market News
FXY
FXB
From
TalkMarkets
Gold Clings To Gains Driven By Soft NFP And US Dollar Weakness
August 04, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
XAU
Commodities
From
TalkMarkets
Central Bank Gold Buying Slows In Q2 But Remains Far Above Historical Average
August 04, 2025
Tickers
GLD
UUP
XAU
Tags
GLD
Gold/Precious Metals
Commodities
From
TalkMarkets
Pairs In Focus - Sunday, Aug. 3
August 03, 2025
Tickers
BITCOMP
FXA
FXB
FXE
Tags
BITCOMP
UUP
Market News
From
TalkMarkets
Gold Trading Strategy, XAUUSD Analysis & Forecast - Saturday, Aug 2
August 02, 2025
Tickers
GLD
UUP
XAU
Tags
GLD
Gold/Precious Metals
XAU
From
TalkMarkets
Gold Trading Strategy, XAUUSD Analysis & Forecast - Thursday, July 31
July 31, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
UUP
Commodities
From
TalkMarkets
Gold Crashes Below $3,280 As Powell Pushes Back On September Rate Cut
July 30, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
UUP
Commodities
From
TalkMarkets
Gold Trading Strategy, XAUUSD Analysis & Forecast - Wednesday, July 30
July 30, 2025
Tickers
GLD
UUP
XAU
Tags
UUP
Commodities
XAU
From
TalkMarkets
Is Gold Really “Too Expensive”?
July 29, 2025
Tickers
GLD
UUP
XAU
Tags
GLD
Gold/Precious Metals
Commodities
From
TalkMarkets
Gold Price Remains Confined In A Range Near Multi-Week Low Amid Cautious Mood Ahead Of FOMC Meeting
July 29, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
XAU
Commodities
From
TalkMarkets
XAUUSD : Buy Trade Hits Targets +3%
July 29, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
XAU
Commodities
From
TalkMarkets
Gold Trading Strategy, XAUUSD Analysis & Forecast - Monday, July 28
July 29, 2025
Tickers
GLD
UUP
XAU
Tags
GLD
Gold/Precious Metals
Market News
From
TalkMarkets
Gold Ends Its Short Spell; But Then Falls Pell-Mell
July 27, 2025
Tickers
GLD
SLV
UUP
XAU
Tags
Gold/Precious Metals
GLD
UUP
From
TalkMarkets
Gold Trading Strategy, XAUUSD Analysis & Forecast - Saturday, July 26
July 26, 2025
Tickers
GLD
UUP
XAU
Tags
XAU
Commodities
UUP
From
TalkMarkets
Analytical Overview of the Main Currency Pairs - Friday, July 25
July 25, 2025
Tickers
FXB
FXE
FXY
UUP
Tags
FXB
Market News
FXY
From
TalkMarkets
Gold Trading Strategy, XAUUSD Analysis & Forecast - Friday, July 25
July 25, 2025
Tickers
GLD
UUP
XAU
Tags
GLD
Gold/Precious Metals
XAU
From
TalkMarkets
Gold Slips As Strong US Jobs Data Offsets Trade, Fed Uncertainty
July 24, 2025
Tickers
GLD
UUP
XAU
Tags
Gold/Precious Metals
GLD
UUP
From
TalkMarkets
Gold Price Remains Depressed Below $3,400 Amid Trade Optimism; Downside Seems Limited
July 24, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
Commodities
XAU
From
TalkMarkets
Gold Trading Strategy, XAUUSD Analysis & Forecast - Thursday, July 24
July 24, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
XAU
Commodities
From
TalkMarkets
Analytical Overview Of The Main Currency Pairs - Wednesday, July 23
July 23, 2025
Tickers
FXB
FXE
FXY
UUP
Tags
FXB
FXY
Market News
From
TalkMarkets
Gold Trading Strategy, XAUUSD Analysis & Forecast - Wednesday, July 23
July 23, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
GLD
XAU
From
TalkMarkets
Gold Price Hovers Near $3,400, Steadies Due To Trade-Related Uncertainties
July 22, 2025
Tickers
GLD
UUP
XAU
Tags
UUP
XAU
Commodities
From
TalkMarkets
Gold Trading Strategy, XAUUSD Analysis & Forecast - Tuesday, July 22
July 22, 2025
Tickers
GLD
UUP
XAU
Tags
Gold/Precious Metals
GLD
Market News
From
TalkMarkets
Gold Rallies As EU-US Tariff Threats Drive Demand For Safe-Haven Bullion
July 21, 2025
Tickers
GLD
UUP
XAU
Tags
XAU
Commodities
UUP
From
TalkMarkets
Gold Outperformed Every Major Asset Class In H1
July 21, 2025
Tickers
GLD
UUP
XAU
Tags
Market News
XAU
Commodities
From
TalkMarkets
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