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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
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
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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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SPDR GOLD
(NY:
GLD
)
414.70
+14.06 (+3.51%)
Official Closing Price
Updated: 8:00 PM EDT, Mar 27, 2026
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Get Ready For Five Fed Cuts, Markets Got It All Wrong: Goldman Sachs
↗
July 28, 2025
Goldman Sachs predicts five Fed rate cuts starting in September, arguing markets are underestimating economic slowdown.
Via
Benzinga
Topics
Economy
Gold Prices Slip As Dollar Strengthens Following US-EU Trade Deal
↗
July 28, 2025
Spot gold prices slipped 0.1% to $3,335.39 per ounce at 04.53 a.m. ET, while the U.S. dollar index, which compares the greenback with a basket of currencies, advanced 0.5%.
Via
Stocktwits
Topics
ETFs
Economy
Government
Ray Dalio Says 15% In Bitcoin Or Gold May Be Essential As Fiat Currencies Face Devaluation Risks
↗
July 28, 2025
Billionaire investor Ray Dalio advised a 15% portfolio allocation to Bitcoin (CRYPTO: BTC) or gold, citing mounting U.S. debt concerns and potential currency devaluation risks.
Via
Benzinga
Newmont Stock Rises Premarket After Q2 Profit Beat — Retail Bets Broader Gold Mining Boom Is On
↗
July 25, 2025
Via
Stocktwits
Gold Prices Slip As Safe Haven Demand Wanes On Trump Trade-Talk Breakthroughs
↗
July 25, 2025
Via
Stocktwits
Topics
Government
Gold Shines As Safe-Heaven Bets Rise Ahead Of US CPI Data
↗
July 15, 2025
Via
Stocktwits
This Overlooked Trigger Could Send Stocks Even Higher
↗
July 24, 2025
Based on how history has played out, Tom Gentile wouldn't be surprised to see another tariff delay, maybe a final extension into the fall.
Via
Benzinga
Topics
World Trade
Trump To Visit Fed – A First For A President In 20 Years; Tough Road Ahead For Tesla
↗
July 24, 2025
Via
Benzinga
Topics
Economy
Government
Andrew Hill Investment Advisors Loads Up on 25,219 NVDA Shares in Q2 2025
↗
July 23, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Peter Schiff Says Gold's About To Explode—And Bitcoin Will Foot The Bill
↗
July 22, 2025
Peter Schiff is back with a golden prophecy—and this time, he thinks Bitcoin (CRYPTO: BTC) holders are going to pay for it.
Via
Benzinga
El-Erian Says Powell Should Resign—To Save The Fed Itself
↗
July 22, 2025
Mohamed El-Erian says Jerome Powell should resign to protect Fed independence as political and legal pressure escalates.
Via
Benzinga
Topics
Economy
Gold Surges Above $3,400 As Rate Cut Bets And Tariff Fears Stoke Demand
↗
July 22, 2025
Gold hits five-week high amid tariff deadline and expectations for interest rate cut as uncertainty and geopolitical risk strengthen case for gold.
Via
Benzinga
Topics
World Trade
Trump Wants Bitcoin And Gold In Your 401(k)—And The Math Backs Him Up
↗
July 21, 2025
A decade ago, the idea of putting Bitcoin or commodities like gold in a retirement plan would've sounded insane. Today, President Donald Trump has the opportunity to radically reshape the way Americans...
Via
Benzinga
Topics
Government
Retirement
Redhawk Loads Up on 7,181 QQQ Shares in Q2 Filing
↗
July 21, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Rockland Trust Loads Up on 50,959 GOOGL Shares in Q2
↗
July 18, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
AngloGold Ashanti Expands Nevada Presence Through Augusta Gold Deal
↗
July 16, 2025
AngloGold Ashanti (NYSE: AU) to acquire Augusta Gold (OTC: AUGG) for C$197 million, a 28% premium over current price. Deal approved by both boards.
Via
Benzinga
Three Factors Keeping Gold's Momentum In 2025: Report
↗
July 16, 2025
Via
Benzinga
June Inflation Lands As Expected — But Cooler Core Reading Fuels Fed Rate Cut Hopes
↗
July 15, 2025
Via
Benzinga
Topics
Economy
Gold Could Hit $4,000 - JPMorgan Sees This Miner Rallying 60-70%
↗
July 15, 2025
JPMorgan picks AngloGold Ashanti as top gold miner, sees potential for 60-70% upside with gold at $4000/oz. Other top contenders are Fresnillo, Hochschild, and Gold Fields.
Via
Benzinga
Silver Lease Rates Echo Platinum's Pre-Breakout Move, Sparking Bullish Outlook: 'If It Looks Like A Duck And Quacks Like A Duck...'
↗
July 15, 2025
Silver may be setting itself up for a major price move, accroding to Otavio "Tavi" Costa, a leading macro strategist at Crescat Capital.
Via
Benzinga
Gold Climbs But Bitcoin Outperforms Amid Surge In Safe-Haven Demand During Trump’s Tariff Crackdown
↗
July 14, 2025
Via
Stocktwits
Topics
Government
Andrew Hill Dumps 38,000 Johnson & Johnson Shares in Q2 2025 Exit
↗
July 14, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Gold Prices Gain As Investors Flock To Bullion Amid Trump’s Fresh Tariff Threats On EU, Mexico
↗
July 14, 2025
Spot gold prices were up 0.4% at $3,370.11 per ounce, while gold futures advanced 0.5% at $3,380.50 per ounce at 8.14 a.m. GMT.
Via
Stocktwits
Topics
ETFs
Economy
Government
Gold Prices Rise As Dollar Weakens Amid Uncertainty With Trump Tariffs
↗
July 10, 2025
Spot gold prices rose 0.2% at $3,320.58 per ounce, while U.S. gold futures also advanced 0.3% at 8.21 a.m. GMT.
Via
Stocktwits
Topics
ETFs
Economy
Government
3 Big Surprises Just Hit The Markets – Here's How I'm Trading Them
↗
July 09, 2025
Via
Benzinga
Global Bull Market Holds Strong Despite Tariff Moves On Korea And Japan; Treasury Auction Results May Steer Market Direction
↗
July 08, 2025
Via
Benzinga
Benzinga's Top Pick Aura Minerals Eyes $210 Million US Listing
↗
July 08, 2025
Aura Minerals to raise $210 million through US listing on Nasdaq Global Select Market, aiming to expand investor base and fund acquisitions.
Via
Benzinga
Gold Prices Fall After Trump Cabinet Members Signal Extension Of Tariff Deadline
↗
July 07, 2025
Spot gold prices were down 0.8% at 3,311.52 per ounce, while U.S. gold futures were also down 0.8% at $3,318.85 per ounce.
Via
Stocktwits
Topics
ETFs
Economy
Government
Asia And Europe Markets Mixed, Dollar Near 3-Year Lows - Global Markets Today While US Slept
↗
July 03, 2025
Via
Benzinga
Gold Isn't The Only Game In Town—Precious Metals ETFs Are Casting A Wider Net
↗
July 02, 2025
Gold, silver, and platinum ETFs are gaining investor attention as precious metals rally in 2025. Here's what's driving the shift.
Via
Benzinga
Topics
ETFs
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