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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
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
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First Majestic Silver Corp. Ordinary Shares (Canada)
(NY:
AG
)
15.22
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Jul 29, 2026
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Silver Poised for Historic Breakout After 45-Year Cup-and-Handle Pattern
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Silver's Historic Ascent: White Metal Shatters Records at Rs 1.40 Lakh/kg, Outshining Gold
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The Golden Reorientation: Portfolios Undergo 'Tectonic Shift' Towards Precious Metals
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Commodities in Flux: Gold and Silver Retreat as Crude Oil Ignites Inflationary Concerns
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First Majestic Silver Corp (NYSE:AG) Screens as High-Growth Momentum Leader
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September 23, 2025
First Majestic Silver (AG) meets a high-growth momentum screen, showing a strong technical uptrend with explosive 145% EPS growth and accelerating revenue.
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Silver Blazes Past Gold with 45% Rally: Industrial Demand and Green Energy Ignite Unprecedented Surge
September 16, 2025
Silver has embarked on an explosive rally, rocketting by an astounding 43-45% year-to-date and decisively topping the $42 an ounce mark, reaching levels not seen in 14 years. This remarkable ascent has...
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The Unforeseen Ripple: How a 50% Copper Tariff Could Skyrocket Silver Prices
September 15, 2025
A hypothetical imposition of a dramatic 50% tariff on copper imports into a major economy could trigger an unexpected and far-reaching domino effect across global commodity markets. While ostensibly...
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Silver's Resurgence: A Green Energy Catalyst Driving Unprecedented Market Performance
September 15, 2025
Silver is currently experiencing a remarkable surge, reaching multi-year highs and significantly outperforming other commodities, driven by a powerful confluence of a structural supply deficit and...
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Silver's Strikings: Can the White Metal Hit $50 by Early 2026 Amidst Explosive 43% Surge?
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First Majestic Reports Positive Exploration Results at Los Gatos
September 03, 2025
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Gold, Silver And Oil Miners Stock On Fire: Top 4 Growth Picks
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First Majestic Announces Positive Exploration Results at San Dimas
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First Majestic (AG) Earnings Call Transcript
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August 14, 2025
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First Majestic Silver Sets Q2 Records
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August 14, 2025
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First Majestic Announces Record Financial Results for Q2 2025 and Quarterly Dividend Payment
August 14, 2025
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First Majestic Second Quarter 2025 Results Conference Call Details
August 07, 2025
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