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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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Wheaton Precious Metals Corp Common Shares (Canada)
(NY:
WPM
)
120.99
+3.12 (+2.65%)
Official Closing Price
Updated: 4:00 PM EST, Jan 5, 2026
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DeFi Market Rattled: Could Traditional Safe Havens Like Gold and Silver Benefit?
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Mexico's Silver Belt Shines Anew: Sierra Madre Gold & Silver Ignites La Guitarra Mine
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The Market's Pulse: Decoding Fear and Opportunity Through the VIX Amidst Commodity Market Influences
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Gold Soars Past $4,000 as U.S. Shutdown and Tariff Fears Fuel Safe-Haven Frenzy
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Precious Metals Market Navigates Shifting Tides: Gold Cools, Silver Steadies Amidst Economic Reassessment
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Precious Metals Shine Bright: A New Era of Investment Dawns Amidst Global Uncertainty
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WHEATON PRECIOUS METALS CORP (NYSE:WPM) Exhibits Strong Fundamentals and Bullish Technical Setup for Growth Investors
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Silver's Rollercoaster: Unpacking Historical Highs and the Looming Specter of a 2025 Bear Market
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The New Gold Rush: Central Banks Pivot to Precious Metals as Russia Pioneers Silver in De-dollarization
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The global financial system is experiencing a profound transformation as central banks worldwide dramatically increase their accumulation of precious metals, primarily gold. This strategic shift is...
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Central Banks Pivot to Precious Metals: Gold Accumulation Surges, Russia Pioneers Silver in De-Dollarization Drive
November 05, 2025
Central banks worldwide are embarking on an unprecedented spree of gold accumulation, a trend that has significantly intensified in recent years and shows no signs of abating as of November 2025. This...
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$1000 Invested In Wheaton Precious Metals 10 Years Ago Would Be Worth This Much Today
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November 04, 2025
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Triple Flag Precious Metals Corp. Bolsters Shareholder Returns with Consistent December Dividend Declaration
November 04, 2025
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Precious Metals Outlook 2025: Gold and Silver Trends Amidst Economic Shifts
November 04, 2025
The precious metals market in 2025 has been nothing short of extraordinary, witnessing a robust surge in both gold and silver prices to unprecedented levels. This bullish trend is not merely a fleeting...
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Aya Gold & Silver Strikes Silver: Record Q3 2025 Production Ignites Market Enthusiasm
November 04, 2025
Casablanca, Morocco – November 4, 2025 – Aya Gold & Silver Inc. (TSX: AYA, OTCQX: AYAGF) has announced a monumental achievement, reporting record quarterly silver production of 1.35 million ounces in...
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Gold and Silver Soar to Unprecedented Heights Amidst Global Instability, Eyeing Further Gains in 2025
November 04, 2025
The global financial landscape is witnessing a seismic shift as gold and silver have surged to historic all-time highs in 2025. This monumental rally, fueled by an intricate web of geopolitical...
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Aya Gold & Silver Shines Bright: Record Production Propels Moroccan Miner to Forefront of Silver Market
November 04, 2025
Aya Gold & Silver (TSX: AYA, OTCQX: AYASF) has announced a stellar performance, achieving record silver production in the third quarter of 2025. This significant milestone, driven by the successful...
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MarketMinute
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Gold and Silver Soar to Historic Highs in 2025 Amidst Economic Headwinds, Geopolitical Turmoil, and Dovish Central Banks
November 04, 2025
As of November 4, 2025, the global financial markets are witnessing a monumental surge in precious metal prices, with gold breaching the $4,100 per ounce mark and silver escalating beyond $51. This...
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MarketMinute
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U.S. Treasury Yields Soar: A Complex Dance for the Dollar, Gold, and Silver
November 03, 2025
The financial world is currently fixated on the dramatic surge in U.S. Treasury note yields, a development that has sent ripples across global currency and commodity markets. This pronounced upward...
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MarketMinute
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U.S. Treasury Yield Surge Bolsters Dollar, Pressures Gold and Silver Amidst Economic Uncertainty
November 03, 2025
The financial markets are currently gripped by a significant surge in U.S. Treasury note yields, a development sending ripple effects across global currency and commodity markets. This sharp ascent,...
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MarketMinute
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Precious Metals Shine: Gold and Silver Hit Record Highs Amidst Global Uncertainty and Fed's Dovish Shift
November 03, 2025
The global financial markets are witnessing an extraordinary surge in precious metals, with both gold and silver achieving unprecedented valuations in 2025. This remarkable rally is fueled by a...
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MarketMinute
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Silver Soars: Commemorative Coins, Fueled by Military American Eagles, Spark Collector Frenzy and Reshape Global Demand
November 03, 2025
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Silver's Sacred Shine: Commemorative Coins Ignite Cultural Demand Amidst Market Turmoil
October 31, 2025
New Delhi, India – October 31, 2025 – The launch of special commemorative silver coins, notably the MMTC-PAMP 999.9 purest silver coin honoring Guru Tegh Bahadur Ji, has cast a spotlight on the...
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Gold's Glitter Fades: Two-Week Slide Prompts Market Reassessment
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Topics
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