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home
about us
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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
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
Featured Quarterly Newsletter
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SPDR GOLD
(NY:
GLD
)
399.97
-3.38 (-0.84%)
Streaming Delayed Price
Updated: 1:34 PM EDT, Sep 10, 2026
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We're In A Holding Pattern - And That’s OK
↗
April 28, 2025
As the market grinds - and, today, pauses - it’s all to easy to step out ahead and tip your hand early.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
Dow, S&P 500 Nab 5th-Straight Win As Tech Lags
↗
April 28, 2025
Stocks were a mixed bag to start the week. The Dow secured a triple-digit gain and a fifth-straight win, while the S&P 500 just barely finished in the black for its own five-day win streak.
Via
Talk Markets
Topics
Commodities
Stocks
Stocks / Equities
Bitcoin Might Not Be As Good As Gold Yet, But This Year, It Sure Is Acting Like It
↗
April 28, 2025
As an investment over the last 12 months, Bitcoin is up 49% while the SPDR Gold Trust (GLD) ETF is up 43%.
Via
Benzinga
Topics
ETFs
Gold Analysis: Bullish Trend Holds Despite Selling Pressure
↗
April 28, 2025
Gold prices pulled back from record highs but remain in an overall bullish trend, with key support at $3,260 and traders looking to buy dips above $3,000.
Via
Talk Markets
Topics
Commodities
Buy This Silver ETF Paying 21% As Gold Continues To Climb
↗
April 28, 2025
Silver is up 33% over the 12 months, but the high of $35 per ounce was achieved in October.
Via
Talk Markets
Topics
Commodities
ETFs
Asia Markets Mixed, Europe Advances, Gold Retreats On Hopes Of Fading Uncertainty - Global Markets Today While US Slept
↗
April 28, 2025
US markets closed higher on Friday, led by AI-related megacaps. Economic data showed weak consumer sentiment. Asian markets also rose despite trade uncertainty.
Via
Benzinga
Gold Edges Lower With Trade Deals Getting Underway According To Bessent And Rollins
↗
April 28, 2025
Gold price slides over 1% lower on Monday as relief ripples through markets.
Via
Talk Markets
Topics
Commodities
These 3 ETFs Let You Hold Real Gold Without the Vault
April 28, 2025
Capitalize on the rally in gold prices without having to deal with storing your own bullion by investing in one of these physical gold ETFs.
Via
MarketBeat
Topics
Derivatives
ETFs
Economy
Breadth Thrust Breakdown
↗
April 28, 2025
A look at the bull setup in BTCUSD and the relative outperformance from global defense stocks.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Stocks / Equities
Gold Under Pressure As Market Hopes For US-China Trade Progress
↗
April 28, 2025
The price of gold fell on Monday, dropping to 3,290 USD per troy ounce amid easing market tensions.
Via
Talk Markets
Topics
Commodities
Futures Positions Of Non-Commercials: Latest CoT Report
↗
April 27, 2025
A dramatic confrontation between the White House and the Federal Reserve has been put off – for now. Come Tuesday, Trump said he has “no intention” of firing Powell before his term ends.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Fresh SPX Bull Run, Or Dead Cat Bounce
↗
April 27, 2025
Rotations are the strength of bull uplegs, and given that we‘re one mean tweet away from fresh decline, profits must be taken when they‘re there.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Pairs In Focus - Sunday, April 27
↗
April 27, 2025
The US dollar initially fell against the Japanese yen during the week, but it eventually found enough support near the JPY140 level to turn things around and bounce quite significantly.
Via
Talk Markets
Topics
Currencies/Forex
ETFs
Futures
Did Gold Just Peak? Looking At The Dow-Gold Ratio And 1970s Bull Market
↗
April 27, 2025
While the stock market has seen a big tumble this year, gold and silver have shone brightly, up 26% and 17% year-to-date, respectively.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
Weekly Forex Forecast – EUR/USD, USD/JPY, Gold, S&P 500 Index, USD/MXN
↗
April 27, 2025
The coming week has a busy schedule of important releases, including key U.S. economic data and a policy meeting at the Bank of Japan.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks
Gold Morphs into a Meme Stock
↗
April 26, 2025
Mark Clubb: There is undoubtedly too much noise in financial advice today … dressed up as wisdom and too many professionals repeating slogans instead of offering substance…” We agree.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
The New Gold Story: Who’s Buying, And Why
↗
April 26, 2025
The real question in 2025 isn't just why gold is rising. It's who is doing the buying—and what that tells us about the future of capital flows, monetary governance, and geopolitical trust.
Via
Talk Markets
Topics
Currencies/Forex
ETFs
Spock And The Logic Based Approach To Volatility
↗
April 26, 2025
The market rallied above the 20-DMA this past week as investors found some “silver linings” to the ongoing tariff dispute.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
World Trade
Gold Interim Peak Is In, As Correction In Precious Metals Begins
↗
April 26, 2025
Tough week for precious metals. Gold has made an interim peak.
Via
Talk Markets
Topics
Commodities
A Geopolitical And Economic Paradigm Shift
↗
April 26, 2025
Investors are still behaving as if the world has not changed at all when, in fact, everything has changed.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
How $50 Trillion Could Vanish
↗
April 26, 2025
U.S. stocks began 2025 at all-time high valuations. A big correction has begun. But it has much further to go.
Via
Talk Markets
Topics
Stocks / Equities
Helicopter Money Is Coming
↗
April 26, 2025
This week gold fell $15 to $3,220 and silver slipped $0.26 to $32.19, as markets trembled, volatility surged, and the Fed is starting up the choppers for a new wave of money mania.
Via
Talk Markets
Topics
Commodities
Economy
India Gold Imports Surge As Prices Hit New Highs
↗
April 26, 2025
Despite record gold prices in rupee terms, gold imports into India rebounded in March after two months of decline.
Via
Talk Markets
Topics
Commodities
Short Term Upside With A Heavy Dose Of Caution
↗
April 26, 2025
Via
Talk Markets
Topics
Stocks / Equities
Better Buy Now: Gold at $3,500 or an S&P 500 Index Fund?
↗
April 26, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Government
Are There Cracks In The Breadth Thrust Case For Stocks?
↗
April 26, 2025
In this week's video, we'll review the latest charts and data to help us answer the question: the breadth thrusts nailed down on Thursday — do the charts overall align with the rare bullish signals or...
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
Gold: It's Not One Thing Driving It, It's Every Thing
↗
April 26, 2025
Gold surged another $100 at one point yesterday, and even I’m stunned by this rally. This run in gold, now to over $3,400 on a spot basis, has been so remarkable that even the major media are,...
Via
Talk Markets
Topics
Commodities
Key Levels To Watch In Gold And The S&P Ahead Of A Busy Week
↗
April 25, 2025
The next critical level resistance on the upside in the S&P is about 5700 then about 5,800.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Futures
There Is No Way Out Of This That Doesn’t Involve Money Printing
↗
April 25, 2025
It’s only a matter of time before the Fed turns on the printing presses again.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Economy
Latest Silver Data Shows Market Still On Track For Dislocation
↗
April 25, 2025
The volatility continued on Friday in the gold and silver markets.
Via
Talk Markets
Topics
Commodities
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