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home
about us
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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
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MARKET RESEARCH
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Bank Stocks Alert: Major Banks Team Up for $30 Billion Deal to Help First Republic
March 16, 2023
Tickers
BAC
BK
C
FRC
Tags
FRC
BK
Today's Market
From
InvestorPlace
First Republic gets $30 billion from 11 major U.S. banks including JPMorgan Chase, Bank of America and Wells Fargo
March 16, 2023
Tickers
BAC
BK
C
FRC
Tags
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JPM
STT
From
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Warren Buffett Is Betting Big on These 5 Bank Stocks
March 14, 2023
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ALLY
ARCC
BAC
BK
Tags
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BAC
Market News
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Unstable Stablecoins: The Cryptocurrency Paradox
March 14, 2023
Tickers
BK
BLK
COIN
SBNY
Tags
BLK
Market News
SBNY
From
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Jim Cramer Named Signature Bank Among His Top Banking Stocks: Did 'Reverse Midas Touch' Strike Again?
March 13, 2023
Tickers
BK
FRC
LJIM
SBNY
Tags
Tuttle Capital Management
Short Seller
Penny Stocks
From
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USD Coin Defies Gravity And Returns To $1 Peg After Nail-Biting Weekend
March 13, 2023
Tickers
BK
SIVB
USDC
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SIVB
$USDC
Federal Reserve
From
Benzinga
USD Coin Regains $1 Peg As Circle CEO Allaire Thanks Feds, Reveals New Banking Tie-Ups
March 12, 2023
Tickers
BK
CSRVF
SBNY
SIVB
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SIVB
$USDC
Benzinga
From
Benzinga
Stablecoin issuer Circle to transfer $3.3 billion in cash held at Silicon Valley Bank to BNY Mellon
March 12, 2023
Tickers
BK
SBNY
Tags
BTCUSD
USDCUSD
SBNY
From
MarketWatch
Stablecoin USDC faces $3.3 billion exposure to Silicon Valley Bank
March 11, 2023
Tickers
BK
COIN
SBNY
SI
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SBNY
USDCUSD
COIN
From
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Circle's Funds Could Be In Jeopardy As California Regulators Close Silicon Valley Bank
March 10, 2023
Tickers
BK
SI
SIVB
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SIVB
$USDC
Benzinga
From
Benzinga
Peering Into Bank of New York Mellon's Recent Short Interest
March 09, 2023
Tickers
BK
Tags
Market News
BZI/SHORTHIST
BK
From
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BBBY Stock Alert: Bed Bath & Beyond Plunges Near 30-Year Low
February 23, 2023
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CVNA
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Market News
BK
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Dear BBBY Stock Fans, Mark Your Calendars for Feb. 27
February 22, 2023
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BK
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Market News
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By one measure, these are the most speculative stocks this year
February 15, 2023
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ABNB
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From
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Warren Buffett Didn't Buy a Single New Stock to End 2022. But He Cut From 8.
February 14, 2023
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AAPL
ALLY
ATVI
BK
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KR
BRK/B
LPX
From
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Sell your Bank of America shares now, says KBW
February 09, 2023
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AMP
AXP
BAC
BK
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BAC
GS
USB
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Warren Buffett May Have Recently Sold These 2 Stocks Again -- and Not for the Reason You Think
February 09, 2023
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BK
BRK-A
BRK-B
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BRK/A
BK
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The 7 Best Beaten-Down Warren Buffett Stocks to Buy
February 08, 2023
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AAPL
AMZN
BAC
BK
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DIS
PARA
TSM
From
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The Latest Analyst Ratings for Bank of New York Mellon
February 01, 2023
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BK
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
Quant Ratings Updated on 105 Stocks
January 31, 2023
Tickers
AAPL
ABT
ACN
AMZN
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CL
BBDO
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Quant Ratings Updated on 116 Stocks
January 21, 2023
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ADBE
AKAM
ANSS
BAC
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JPM
WFC
Market News
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Here Is Why Bank of New York Mellon Is A Safer Bet In a Recession
January 20, 2023
Tickers
BK
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Market News
Recent Press Releases
BK
From
Motley Fool
Bank of New York Mellon: Dividend Insights
January 17, 2023
Tickers
BK
Tags
BZI/ExDiv
Benzinga
Market News
From
Benzinga
21% of Warren Buffett's Portfolio Is Invested In Just 5 Bank Stocks
January 14, 2023
Tickers
AXP
BAC
BK
BRK-A
Tags
BAC
BK
BRK/A
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Nasdaq, S&P Futures Narrowly Mixed As New-Found Optimism Tempers Ahead Of Big Bank Earnings, Consumer Sentiment Data
January 13, 2023
Tickers
BAC
BK
BLK
C
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SPY
QQQ
S&P 500
From
Benzinga
Earnings Scheduled For January 13, 2023
January 13, 2023
Tickers
BAC
BK
BLK
C
Tags
C
BLK
UNH
From
Benzinga
‘A very good test’: Watch this bank ETF as big banks kick off earnings season Friday
January 12, 2023
Tickers
ACES
ARKK
ARKW
BAC
Tags
WCEO
SPGI
ARKK
From
MarketWatch
What 8 Analyst Ratings Have To Say About Bank of New York Mellon
January 12, 2023
Tickers
BK
Tags
BK
BZI/AAR
Analyst Ratings
From
Benzinga
Earnings Preview For Bank of New York Mellon
January 12, 2023
Tickers
BK
Tags
BK
Earnings
BZI/EP
From
Benzinga
7 Dividend-Paying Stocks Trading at a Discount
January 10, 2023
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AVB
BK
CSCO
EMN
Tags
VZ
Today's Market
EMN
From
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