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home
about us
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Team Biographies
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
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Additional Information
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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
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Pan American Silver Corp.
(NY:
PAAS
)
55.51
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 6, 2026
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Hidden Gems: 3 Market Underdogs to Buy at Rock-Bottom Prices
↗
March 03, 2024
While these underdogs stocks might not be on everyone’s radar, they may offer surprisingly robust upside potential.
Via
InvestorPlace
Gold & Silver: A "Perfect Storm"
↗
February 28, 2024
It’s being called a “perfect storm” for commodities overall. Last year a total of 27 commodities ranging from metals to agriculture outperformed most other asset classes.
Via
Talk Markets
Pan American Silver (PAAS) Q4 2023 Earnings Call Transcript
↗
February 22, 2024
PAAS earnings call for the period ending December 31, 2023.
Via
The Motley Fool
Topics
Earnings
Pan American Silver Reports Audited Financial Results for 2023 and Announces Intention to Make a Normal Course Issuer Bid
February 21, 2024
From
Pan American Silver
Via
Business Wire
Earnings Scheduled For February 21, 2024
↗
February 21, 2024
Companies Reporting Before The Bell • Gatos Silver (NYSE:GATO) is estimated to report quarterly earnings at $0.09 per share on revenue of $83.00 million.
Via
Benzinga
Earnings Preview: Pan American Silver
↗
February 20, 2024
Via
Benzinga
Earnings Outlook For Pan American Silver
↗
February 20, 2024
Via
Benzinga
Supporting Shareholders through Changes: Pan American Silver Ensures Stable Distribution amidst Decreased Profits
↗
December 01, 2023
Via
Benzinga
7 Low-Cost Call Options With High-Profit Potential
↗
February 19, 2024
Call options are exciting but they can be a bit confusing. Let me guide you to compelling opportunities among certain hot names.
Via
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Is silver more precious in 2024 as gold loses luster?
February 19, 2024
Silver mining stocks lag amid crypto and equity rallies, although gold also pulled back. Will silver's industrial uses and affordability spark a turnaround?
Via
MarketBeat
3 Hidden-Gem Stocks Ready to Ride a Massive Market Wave
↗
February 15, 2024
Although going for lesser-appreciated ideas carries significant risks, these hidden-gem stocks deserve a closer examination.
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7 Stocks to Buy to Beat the February Blues
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February 12, 2024
Discover some underappreciated gems with stocks to buy under $15 that will have you beating the February blues in no time.
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Jim Cramer Says Hold Onto This Biotech Stock: 'I Don't Understand Why It's So Inexpensive'
↗
January 17, 2024
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he would back Moderna, Inc. (NASDAQ: MRNA) here.
Via
Benzinga
Pan American Silver Announces Preliminary 2023 Production Results and Guidance for 2024
January 17, 2024
From
Pan American Silver
Via
Business Wire
Top 3 Basic Materials Stock Picks for the New Year
↗
December 31, 2023
Basic materials stocks should have a great 2024 as the dollar falls, the economy performs well, and decarbonization efforts continue.
Via
InvestorPlace
Topics
Economy
Gold – We Conservatively Forecast 2375 For 2024’s High
↗
December 31, 2023
Pointing toward more in 2024, we anticipate Golden fireworks galore. Next year’s high forecast for gold is predicted to hit 2375.
Via
Talk Markets
Pan American Announces Preliminary Economic Assessment of the La Colorada Skarn Project
December 18, 2023
From
Pan American Silver
Via
Business Wire
3 of the Best Cheap Stocks Under $20 to Buy in December
↗
December 12, 2023
Many cheap stocks under $20 have taken big hits, but a high number of them look ready to buy as the Street's fears fade.
Via
InvestorPlace
Pan American Silver Provides Annual Exploration Update
December 05, 2023
From
Pan American Silver
Via
Business Wire
Gold: Finally!
↗
December 03, 2023
For Gold, as the expression goes, “Santa came early this year.” In settling the week Friday at 2092, closing in on February Gold (the current “front month”) which traded as high as 2096.
Via
Talk Markets
Pan American Silver (PAAS) Q3 2023 Earnings Call Transcript
↗
November 08, 2023
PAAS earnings call for the period ending September 30, 2023.
Via
The Motley Fool
Topics
Earnings
Pan American Silver Reports Third Quarter 2023 Results
November 07, 2023
From
Pan American Silver
Via
Business Wire
The Top 3 Gold and Silver Stocks to Buy for a Safe Haven
↗
November 07, 2023
Investors looking to benefit from a rise in precious metal prices should take a position in gold stocks and silver investments.
Via
InvestorPlace
Why Uncertain Times are Fueling Demand for Precious Metals as Safe-Haven Investments
November 02, 2023
EQNX::TICKER_START (OTCQB:RSMXF),(TSXV:RSMX),(NYSE:AEM),(OTCQB:BADEF),(NYSE:PAAS),(OTCQX:FLMMF) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Economy
With Silver Spot Price Up Over 3%, Silver Mining ETFs See Bounce - ETF Winners And Losers: Small-Cap Returns
↗
October 18, 2023
Via
Benzinga
Topics
ETFs
Earnings Scheduled For November 7, 2023
↗
November 07, 2023
Companies Reporting Before The Bell • CorEnergy Infr Tr (NYSE:CORR) is estimated to report earnings for its third quarter.
Via
Benzinga
Amid Israel-Palestine And Ukraine Gas, Gold Up Big, Cathie Wood's ARKK Down Almost 4% - ETF Winners And Losers: Medium-Cap Returns
↗
October 16, 2023
Via
Benzinga
Topics
ETFs
Pan American Silver Provides Notice of Third Quarter 2023 Unaudited Results and Conference Call
October 12, 2023
From
Pan American Silver
Via
Business Wire
As Isreal-Palestine Conflict Escalates, Gold Ticks Up - ETF Winners And Losers: Medium-Cap Returns
↗
October 12, 2023
Via
Benzinga
Topics
ETFs
Pan American Silver Provides an Update on the Restart of Operations at the La Colorada Mine
October 11, 2023
From
Pan American Silver
Via
Business Wire
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