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home
about us
Investment Approach
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Market Analysis Summary
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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
Services, Fees and Compensation
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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
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
Featured Articles
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Jefferies reiterates buy on First Horizon while Raymond James keeps market-perform rating
June 07, 2023
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FHN
KRE
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BKX
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From
MarketWatch
U.S. banks may need to raise capital requirements by 20%: WSJ
June 05, 2023
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Here’s why people are still worried about regional banks and commercial real estate
May 12, 2023
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The regional-bank crisis did not appear over on Thursday
May 11, 2023
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From
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PacWest, Western Alliance, East West Bancorp, Comerica fall as clouds hang over regional-bank stocks
May 09, 2023
Tickers
BKX
KRE
PACW
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From
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PacWest shares jump after lender says it’s ‘fundamentally sound’ but it’ll reduce its dividend
May 08, 2023
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From
MarketWatch
Bank stocks drop again as PacWest freefall ‘feeds that narrative’ of weakness despite a ‘fundamentally sound’ businesses: analyst
May 04, 2023
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FHN
KRE
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Bill Ackman Warns No Regional Bank Can Survive Current Crisis: 'Running Out Of Time To Fix The Problem'
May 04, 2023
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Bill Ackman
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Selloff in regional-bank stocks halted as Western Alliance and PacWest shares move higher
May 03, 2023
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PacWest Bancorp, Western Alliance stocks post steep losses in wake of First Republic deal
May 02, 2023
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First Republic beats profit target but stock drops as deposits fall by 41% in first quarter
April 24, 2023
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BKX
FRC
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Loan growth, lower margins cloud the skies over big banks: analyst
April 10, 2023
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These 7 tables show just how bad this ‘crisis quarter’ could be for earnings of the 20 largest banks
April 10, 2023
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Banks on the line for deposit flows and margin pressure in Q1 updates as they reel from banking crisis
April 06, 2023
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From
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KBW shuffles bank-stock ratings as stock price beatdown upends sector ahead of earnings
April 06, 2023
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Bank stocks end tough quarter with mixed trades as sector stabilizes despite outflows from savings accounts
March 31, 2023
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BKX
C
CS
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From
MarketWatch
Deutsche Bank, First Republic weigh on bank stocks
March 24, 2023
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CFG
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KEY
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From
MarketWatch
First Republic stock drops again as bank stocks trade mixed
March 23, 2023
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BKX
CMA
FRC
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From
MarketWatch
First Republic Bank stock flat as investors await Fed decision
March 22, 2023
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BKX
FRC
JPM
PACW
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From
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10 bank stocks that look cheap based on this valuation method — First Republic heads the list
March 22, 2023
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ALLY
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BKU
BKX
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24 bank stocks that contrarian bottom-feeders can feast on now
March 21, 2023
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Analyst says banking crisis is ‘over.’ Is it too soon to invest in bank stocks?
March 17, 2023
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MarketWatch
10 U.S. banks that have been the best earnings performers over the past 15 years — are any of them bargain stocks now?
March 14, 2023
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BFH
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First Republic and Western Alliance pace big rebound in regional-bank stocks after huge losses
March 14, 2023
Tickers
BKX
CFG
CMA
CUBI
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KBW recommends buying these 11 financial stocks, including First Republic, following federal backstop for banks
March 13, 2023
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APO
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First Republic Bank’s stock slides amid continuing jitters about regional banks
March 13, 2023
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BKX
FRC
JPM
SI
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BKX
SIVB
SI
From
MarketWatch
SVB extends swoons on bank run fears and analyst downgrades as it triggers bank stock losses
March 10, 2023
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BKX
SIVB
SPX
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From
MarketWatch
Bank carnage drags stocks lower as SVB Financial shares plunge
March 09, 2023
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BAC
BKX
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COMP
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From
MarketWatch
10 banks that may face trouble in the wake of the SVB Financial Group debacle
March 09, 2023
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ALLY
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BKX
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From
MarketWatch
Middle-market M&A players expect conditions to stabilize in 2023
January 11, 2023
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BKX
CFG
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CFG
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From
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