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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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SPDR GOLD
(NY:
GLD
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429.41
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Updated: 8:00 PM EDT, Apr 2, 2026
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Gold Forecast - Continues To See Buyers
↗
April 01, 2025
Gold continues its strong rally as buyers target $3,300, with pullbacks viewed as buying opportunities amid rising geopolitical tensions and recession fears.
Via
Talk Markets
Topics
Commodities
Economy
Meet the Hard Asset That's Bigger Than Apple, Nvidia, and Microsoft Combined. One Wall Street Strategist Thinks It Could Hit a $40 Trillion Market Cap.
↗
April 01, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
Gold Forecast Today - Tuesday, Apr. 1
↗
April 01, 2025
Gold price prediction based on the technical analysis.
Via
Talk Markets
Topics
Commodities
Asia Markets Mixed, Europe Rebounds Amid Tariff Uncertainty, Gold Hits New High - Global Markets Today While US Slept
↗
April 01, 2025
Via
Benzinga
Gold Price Hits New All-Time High Ahead Of Trump’s Reciprocal Tariffs
↗
April 01, 2025
Gold price pops over 1.5% this week ahead of Trump’s tariff deadline.
Via
Talk Markets
Topics
Commodities
Government
World Trade
Gold Miner Fundamentals Are Heating Up
↗
April 01, 2025
Fundamentals for Gold Miners are already strong but could become white hot as inflation adjusted Gold price has broken out of a 45-year-long base.
Via
Talk Markets
Topics
Commodities
Economy
Metal Markets Report For Monday, March 31
↗
April 01, 2025
In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Via
Talk Markets
Topics
Commodities
Gold Is Taking The Shine Off The S&P 500
↗
March 31, 2025
Gold’s performance, with the SPDR Gold Trust GLD up 1.4%, outshone most S&P sectors, signaling underlying market unease.
Via
Talk Markets
Topics
Commodities
ETFs
Futures
Stocks And Precious Metals Charts - Gold Rallied
↗
March 31, 2025
Silver initially slumped with stocks but managed to bounce back to pretty much unchanged.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
S&P 500, Nasdaq Snap Quarterly Win Streaks
↗
March 31, 2025
Stocks struggled for direction amid tariff jitters ahead of the Wednesday deadline.
Via
Talk Markets
Topics
Commodities
Stocks
Stocks / Equities
Gold Price Blasts Through $3,100 As Trade War Fears Ignite Safe-Haven Rush
↗
March 31, 2025
Gold hits fresh all-time high amid speculation Trump’s April 2 tariffs could target all trade partners.
Via
Talk Markets
Topics
Commodities
Government
World Trade
Peter Schiff Sounds The Alarm: 'Same Mistake Again' Could Trigger Economic Firestorm
↗
March 31, 2025
Investors should prepare for a 2008-style crisis.Benzinga warns of potential economic crisis predicted by Peter Schiff in 2008. Tariffs, rising interest rates, misguided Fed policy may cause trouble.
Via
Benzinga
Topics
Economy
Finding Your Safe Haven - Manic Metals Report
↗
March 31, 2025
A significant drop in Asian stock markets led to a decline in copper prices, despite rising long-term demand and tightening supplies.
Via
Talk Markets
Topics
Commodities
Gold Analysis: Upcoming Upward Targets
↗
March 31, 2025
Gold continues its bullish trend above $3000, with strong momentum targeting $3100–$3125 amid global uncertainty and slowing US economic growth.
Via
Talk Markets
Topics
Commodities
Gold Beats S&P 500 By Widest Margin Since 2011 As Tariff Fears Trigger Rush To Havens
↗
March 31, 2025
March saw gold outperform U.S. equities, with the bullion on track to beat the S&P 500 by its biggest margin in 13 years.
Via
Benzinga
Topics
Stocks
Copper/Dow Ratio Signals Commodities Just Getting Started
↗
March 31, 2025
A couple of Copper charts that suggest the commodity boom (think
Via
Talk Markets
Topics
Commodities
ETF Update: Examining Stocks, Bitcoin, Commodities, Tesla And Surviving Volatile Markets
↗
March 31, 2025
A look at the globe's top billionaires and how they made their fortunes, which serves as a valuable investing lesson for all.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
ETFs
Gold Surges Past $3,100 As Tariff Uncertainty Sets Silver Ratio Trade
↗
March 31, 2025
Via
Benzinga
Japan's Index Falls In Correction Territory, Europe Declines On Trade Fears; Gold Surges To New Record - Global Markets Today While US Slept
↗
March 31, 2025
Via
Benzinga
Gold’s Next Move? Watch This Short-Term Seasonal Surge
↗
March 31, 2025
Gold has a habit of posting strong short-term gains at the beginning of April, and in 2025, the macro landscape may offer fundamental fuel for another push higher.
Via
Talk Markets
Topics
Commodities
Best Blue-Chip ETFs To Buy As Donald Trump’s Trade War Escalates
↗
March 30, 2025
Investing in defensive ETFs may be a good way to weather the storm.
Via
Talk Markets
Topics
ETFs
Government
World Trade
Silver Squeeze 2.0: What You Must Know
↗
March 30, 2025
Whether you’re a seasoned investor or a novice, understanding what’s driving this squeeze is critical. In this video, we break down the forces at play.
Via
Talk Markets
Topics
Commodities
ETFs
SLV: After Gold's "Home Run," Is Silver Next?
↗
March 30, 2025
Gold recently ripped through $3,000 an ounce, and that trade was a home run. The question now is: What’s next? Taking a closer look at the iShares Silver Trust (SLV) may reveal the answer.
Via
Talk Markets
Topics
ETFs
Financial Crisis Within Striking Distance
↗
March 30, 2025
In this video recap of Friday's trading, we discuss the recent drop in the market. Will it continue moving south, or is another upswing on the horizon?
Via
Talk Markets
Topics
Bonds
ETFs
Futures
What To Fear From Tariffs
↗
March 30, 2025
Friday’s market plunge capped off a bearish week and likely the worst quarter since 2022. Tariffs are the news headline, and the Magnificent 7 are the biggest drag on the index price declines. Now, add...
Via
Talk Markets
Topics
ETFs
Stocks / Equities
The Gold Update: Gold Aware, Stocks Beware
↗
March 30, 2025
Gold’s contract volume rolled from April into that for June came +29 points of fresh price premium.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
Another Market Timing Win – And We’re Bearish
↗
March 30, 2025
The main emphasis this week has been on bearish setups. These often tend to be untidier than bullish setups and need more attentive management.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Tariffs Trigger Gold Explosion
↗
March 30, 2025
Gold surged to $3,085, silver jumped to $34.15, but is the silver squeeze real or fantasy? Trump’s explosive tariffs, Kentucky’s stunning veto override, Fed folding rumors, GameStop’s bizarre Bitcoin...
Via
Talk Markets
Topics
Cryptocurrencies
Economy
Government
CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned - Sunday, March 30
↗
March 30, 2025
After 3 weeks of staying net long, hedge funds once again switched back to net short e-mini S&P500 futures.
Via
Talk Markets
Topics
Bonds
Futures
Stocks / Equities
The Short-Term Uptrends Hint At A Bear Market
↗
March 29, 2025
There has been a lot of speculation about whether or not the general stock market has transitioned from a bull to a bear market. My guess is: yes, we have entered a bear market, but I have no proof. I...
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
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