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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Latest News about CH:CSGN
Recent news which mentions CH:CSGN
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UBS says its takeover of Credit Suisse is now complete
June 12, 2023
Tickers
CS
UBS
Tags
CS
CH:UBSG
CH:CSGN
From
MarketWatch
UBS inks pact with Swiss government as Credit Suisse deal may close next week
June 09, 2023
Tickers
CS
UBS
Tags
CS
CH:UBSG
CH:CSGN
From
MarketWatch
UBS expects to complete Credit Suisse acquisition as early as June 12
June 05, 2023
Tickers
CS
UBS
Tags
UBS
CH:CSGN
CH:UBSG
From
MarketWatch
Credit Suisse loses $900 million lawsuit to former Georgia prime minister
May 26, 2023
Tickers
CS
Tags
CH:CSGN
CS
From
MarketWatch
Charles Schwab raises $2.5 bln in bond offering amid surge in corporate bond deals
May 18, 2023
Tickers
BAC
C
GS
JPM
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GS
WFC
WAL
From
MarketWatch
UBS estimates $35 billion gain from buying Credit Suisse
May 17, 2023
Tickers
CS
FCNCA
HSBC
JPM
Tags
CH:CSGN
CH:UBSG
HSBC
From
MarketWatch
‘It’s ridiculous.’ Buy short-term Treasury bills because debt-ceiling deal will come, says bond legend Bill Gross
May 09, 2023
Tickers
AAPL
ABNB
AKAM
AMC
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UBS
RIVN
SHLS
From
MarketWatch
UBS outlines new leadership team as it says Credit Suisse deal will close in coming weeks
May 09, 2023
Tickers
CS
UBS
Tags
UBS
CH:CSGN
CS
From
MarketWatch
HSBC books $1.5 billion gain from Silicon Valley Bank UK acquisition
May 02, 2023
Tickers
CS
FCNCA
HSBC
JPM
Tags
UBS
HSBC
FCNCA
From
MarketWatch
Deutsche Bank long-standing clients stuck by the group despite March ‘speculative attack,’ CFO says
April 27, 2023
Tickers
DB
UBS
Tags
CH:UBSG
XE:DBK
DB
From
MarketWatch
UBS may close Credit Suisse deal as early as next month
April 25, 2023
Tickers
CS
UBS
Tags
CS
CH:UBSG
UBS
From
MarketWatch
Standard Chartered CEO: Banking turmoil may be over but the sector may face fresh issues
April 25, 2023
Tickers
CS
FRC
UBS
Tags
UBS
UK:STAN
CS
From
MarketWatch
UBS profit halves due to U.S. litigation, but draws billions new money
April 25, 2023
Tickers
UBS
Tags
CH:CSGN
UBS
CH:UBSG
From
MarketWatch
Even without an ‘earnings apocalypse,’ stocks still need to drop 15%, says strategist
April 24, 2023
Tickers
AAPL
AMC
AMZN
BA
Tags
BA
UK:BRN00
AAPL
From
MarketWatch
Credit Suisse shelves purchase of Michael Klein’s investment firm
April 24, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
UBS
From
MarketWatch
UBS Chief Risk Officer Christian Bluhm to remain in role due to Credit Suisse deal
April 24, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
UBS
From
MarketWatch
Credit Suisse maintained accounts of Nazis as recently as 2020, senators say
April 19, 2023
Tickers
CS
UBS
Tags
UBS
CH:CSGN
CS
From
MarketWatch
German economic expectations slump unexpectedly in April on market uncertainty
April 18, 2023
Tickers
FDS
Tags
FDS
CH:CSGN
From
MarketWatch
Credit Suisse fund outflows widen to $5.6 billion following UBS tie-up
April 17, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
CH:CSGN
From
MarketWatch
Credit Suisse chairman apologizes as bank holds final shareholder meeting in 167-year history
April 04, 2023
Tags
CH:CSGN
CH:UBSG
From
MarketWatch
As Wall Street pushed stocks higher to start 2023, earnings expectations sank by almost the same amount
April 02, 2023
Tickers
AMZN
CAG
COST
FRC
Tags
LW
CH:CSGN
FRC
From
MarketWatch
Credit Suisse abetted possible criminal tax evasion, U.S. Senate committee alleges
March 29, 2023
Tickers
CS
UBS
Tags
CS
CH:UBSG
CH:CSGN
From
MarketWatch
UBS brings back Ermotti to lead Credit Suisse integration
March 29, 2023
Tickers
CS
UBS
Tags
UBS
CH:CSGN
CH:UBSG
From
MarketWatch
German business sentiment improves in March, but banking turmoil could take effect in ‘coming months,’ says analysts
March 27, 2023
Tickers
FCNCA
FRC
Tags
CH:UBSG
FCNCA
XE:DBK
From
MarketWatch
Chairman of Saudi National Bank, who sparked turmoil for Credit Suisse, resigns
March 27, 2023
Tickers
CS
UBS
Tags
CS
CH:UBSG
UBS
From
MarketWatch
Why the worst banking mess since 2008 isn’t freaking out stock-market investors — yet
March 26, 2023
Tickers
COMP
CS
DB
DJIA
Tags
COMP
SPX
CS
From
MarketWatch
‘It may well get worse before it gets better.’ Analysts say UBS will face revenue pressure before it can cut Credit Suisse costs.
March 24, 2023
Tickers
CS
UBS
Tags
UBS
CH:CSGN
FR:BNP
From
MarketWatch
Jay Powell is not your friend. Here’s how to trade that.
March 24, 2023
Tickers
AAPL
AMC
BBBY
FRC
Tags
AMC
AAPL
SQ
From
MarketWatch
Deutsche Bank shares slump in latest sign of bank worries
March 24, 2023
Tickers
DB
UBS
Tags
UBS
DB
CH:CSGN
From
MarketWatch
‘We were in an extremely fragile state.’ Swiss National Bank President says Credit Suisse takeover averted a bigger financial crisis.
March 23, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
UBS
From
MarketWatch
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