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home
about us
Investment Approach
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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
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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
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
RSVP-Signup Form
MARKET RESEARCH
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Articles published by Snow Lake Resources Ltd.
Snow Lake Lithium Response to Meeting Notice by Concerned Shareholders
July 20, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Announces CFO Transition
July 11, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Receives Shareholder Meeting Requisition
June 29, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Signs MOU with Epiroc Canada Inc., Announces Operational Update from its Drilling Campaign Including a High-Grade Intercept of 1.53% Li2O over 24.94 Meters
June 21, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Topics
Supply Chain
Tickers
LITM
Snow Lake Lithium Announces Upcoming Conference Schedule
June 08, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Topics
Economy
Tickers
LITM
Snow Lake Lithium Collaborates with University of Manitoba
June 07, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Topics
Economy
Electric Vehicles
Tickers
LITM
Snow Lake Lithium Announces Chairman Resignation, Board Appoints CEO Philip Gross As Successor
June 03, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Topics
Initial Public Offering
Tickers
LITM
High Grade Results Across Multiple Targets Validate Lithium Resource for Snow Lake Lithium
May 31, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Topics
Economy
Tickers
LITM
Snow Lake Lithium Announces Significant Findings From First Drilling Tests
May 19, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium to Host Investor Update Webinar on Wednesday, May 11, 2022, at 8:30 a.m. ET
May 06, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Announces First Results from its Winter Drilling Campaign
May 02, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Announces Operational Update
April 28, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Resources Announces Closing of Offering of Common Shares by Nova Minerals
April 12, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Receives $158,000 Grant from Manitoba Chamber of Commerce to Support Continued Resource Expansion
April 12, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Manitoba Celebrates Snow Lake Lithium's Study to Establish Strategically Crucial Plant in Province
April 11, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
LITM
Snow Lake Resources Announces Pricing of Offering of Common Shares by Nova Minerals
April 07, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Announces Significant Progress Update for Winter Drilling Campaign
March 10, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium's First Results from Drone Mag Survey Identify Multiple Extension Anomalies and Prospective Targets on SG Claims
February 15, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium to Ring Nasdaq Closing Bell
February 10, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
LITM
Premier of Manitoba Meets Snow Lake Lithium to Discuss Lithium Production Outlook in Manitoba
February 09, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Expands Land Holdings by 100% to More than 86 Square Miles in the Highly Prospective Snow Lake Trend
February 08, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Contracts Additional Drill to Project After Extending the Strike Zone on First Hole
February 02, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Initiates First Phase of Pre-Feasibility Study
February 01, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Extends Strike by 10% in First Hole of Winter Drilling Campaign
January 31, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Presents to Members of Government as Well as Automakers Such as Tesla, GM and Ford
January 20, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium to Present at Sequire Metals & Mining Conference on January 27th, 2022
January 19, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Resources Ltd. Interview to Air on Bloomberg U.S. on the RedChip Money Report(R)
January 07, 2022
From
Snow Lake Resources Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
LITM
Snow Lake Resources Ltd. Letter to Shareholders
December 22, 2021
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Engages SGS for Metallurgical Testing
December 20, 2021
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
Snow Lake Lithium Engages SLR on Environmental Baseline Program
December 15, 2021
From
Snow Lake Resources Ltd.
Via
AccessWire
Tickers
LITM
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