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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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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 sm Program
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Sample Portfolio
Back Dated Performance Reports
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EVENTS
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TAF
Event Schedule
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
Featured Quarterly Newsletter
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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Latest News about CH:CSGN
Recent news which mentions CH:CSGN
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‘Contracts are made to be honored.’ Billionaire investor David Tepper lashes out against Credit Suisse bond writedown
March 23, 2023
Tickers
CS
UBS
Tags
UBS
CH:CSGN
CH:UBSG
From
MarketWatch
Fed hikes interest rates again, pencils in just one more rate rise in 2023
March 22, 2023
Tickers
CS
SIVB
UBS
Tags
CH:UBSG
CS
CH:CSGN
From
MarketWatch
UBS launches tender offer for some of its own bail-in notes issued ahead of Credit Suisse deal
March 22, 2023
Tickers
CS
MCO
UBS
Tags
CH:CSGN
UBS
CH:UBSG
From
MarketWatch
Don’t dream it’s over: Top JP Morgan strategist warns of looming market meltdown as easy credit disappears.
March 21, 2023
Tickers
COMP
CS
DJIA
FRC
Tags
SPX
COMP
CS
From
MarketWatch
Pimco and Invesco had the biggest holdings in Credit Suisse CoCo bonds: report
March 21, 2023
Tickers
BLK
CS
Tags
CS
BLK
CH:CSGN
From
MarketWatch
UBS credit outlook revised to negative by S&P on concerns about risk in Credit Suisse deal
March 20, 2023
Tickers
CS
UBS
Tags
CH:CSGN
UBS
CS
From
MarketWatch
Billionaire investor Leon Cooperman sees a ‘self-induced’ crisis and a stock picker’s market. Here’s what he’s buying.
March 20, 2023
Tickers
CS
FRC
SBNY
SIVB
Tags
CH:CSGN
UBS
CA:POU
From
MarketWatch
What are CoCos and why are Credit Suisse’s now worth zero?
March 20, 2023
Tickers
CS
Tags
CS
CH:CSGN
From
MarketWatch
U.S. stock market sectors reclassified, with big shifts to financials from tech
March 20, 2023
Tickers
COMP
DJIA
MA
PYPL
Tags
DJIA
SPY
SPX
From
MarketWatch
Anger and tears from shocked Credit Suisse staff after historic UBS takeover
March 20, 2023
Tickers
CS
UBS
Tags
CS
CH:UBSG
UBS
From
MarketWatch
Oil prices resume fall after biggest weekly drop of 2023
March 20, 2023
Tickers
CS
UBS
Tags
UBS
UK:BRNK23
CH:CSGN
From
MarketWatch
The $275 billion bank convertible bond market thrown into turmoil after Credit Suisse’s securities wiped out
March 20, 2023
Tickers
CS
DB
UBS
Tags
UK:AT1
CH:CSGN
UBS
From
MarketWatch
Investors are misreading the SVB depositor rescue, and shouldn’t be buying stocks yet, warns Morgan Stanley’s Mike Wilson
March 20, 2023
Tickers
AAPL
AMC
BBBY
CS
Tags
NQ00
TSLA
SPX
From
MarketWatch
Credit Suisse shares slump by two-thirds after UBS deal
March 20, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
UBS
From
MarketWatch
U.S. stock-market futures edge higher after historic deal to rescue Credit Suisse
March 19, 2023
Tickers
COMP
CS
DJIA
FRC
Tags
ES00
NQ00
DXY
From
MarketWatch
Saudis, Qataris and Norway to see big losses on UBS deal for Credit Suisse
March 19, 2023
Tickers
CS
UBS
Tags
CS
CH:CSGN
UBS
From
MarketWatch
UBS reportedly reaches deal to buy Credit Suisse for more than $2 billion
March 19, 2023
Tickers
CS
UBS
Tags
CS
CH:UBSG
CH:CSGN
From
MarketWatch
What’s at stake for stocks, bonds as Federal Reserves weighs bank chaos vs. inflation fight
March 19, 2023
Tickers
COMP
DJIA
RLG
RLV
Tags
RLV
BX:TMUBMUSD02Y
DJIA
From
MarketWatch
Bank stocks whipsawed last week but bank profit estimates barely budged
March 19, 2023
Tickers
CHWY
CMA
EXPR
FL
Tags
EXPR
WGO
WOOF
From
MarketWatch
UBS makes $1 billion all-share offer for embattled Credit Suisse: reports
March 19, 2023
Tickers
CS
FRC
SPX
UBS
Tags
CH:UBSG
FRC
UBS
From
MarketWatch
Despite market volatility, retail investors went on a buy-the-dip spree. These are the stocks they picked up, says Vanda.
March 18, 2023
Tickers
BAC
C
COMP
DJIA
Tags
C
TFC
GS
From
MarketWatch
UBS and regulators rush to seal Credit Suisse takeover deal: reports
March 18, 2023
Tickers
BLK
CS
UBS
Tags
CS
XE:DBK
BLK
From
MarketWatch
Credit Suisse shares fall to cap its worst week since 2008 financial crisis
March 17, 2023
Tickers
CS
Tags
CH:CSGN
CH:UBSG
CS
From
MarketWatch
Every hiking cycle over the last 70 years ends in recession or a financial crisis. ‘It’s not going to be different this time,’ Morgan Stanley strategist says.
March 17, 2023
Tickers
FRC
SPX
VGK
Tags
CH:CSGN
XX:SX7E
FRC
From
MarketWatch
U.S. stock futures edge higher after 372-point Dow rally with bank health in the spotlight
March 17, 2023
Tickers
COMP
CS
DJIA
FRC
Tags
CH:CSGN
YM00
DJIA
From
MarketWatch
Two things that could lift bank stocks? A dovish Fed, and ‘a week and weekend with no more U.S. bank failures,’ analyst says
March 16, 2023
Tickers
BAC
C
FRC
JPM
Tags
WFC
C
CH:CSGN
From
MarketWatch
Yellen says banking system is ‘sound,’ as analysts see little chance for new laws for crisis-hit sector
March 16, 2023
Tickers
CS
DJIA
FRC
KBE
Tags
SIVB
SBNY
KRE
From
MarketWatch
Chips, energy and an Amazon rival: Stock picks from a fund manager with three decades of experience
March 16, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
FRC
JP:NIK
MX:MELIN
From
MarketWatch
Treasury yields move higher as Credit Suisse tensions ease and traders eye ECB rate decision
March 16, 2023
Tags
BX:TMUBMUSD30Y
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stock futures advance after Credit Suisse surges on central bank support
March 16, 2023
Tickers
COMP
DJIA
SPX
Tags
CH:CSGN
YM00
NQ00
From
MarketWatch
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