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Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
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Preferred Custodian Settlement
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TSL’s Turnkey Operation Platform
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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 sm Program
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Sample Portfolio
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EVENTS
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Event Schedule
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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:UBSG
Recent news which mentions CH:UBSG
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Buy, sell or hold is a stock investor’s No. 1 decision. This is the move to make now.
April 03, 2023
Tickers
COMP
UBS
Tags
COMP
CH:UBSG
BX:TMUBMUSD02Y
From
MarketWatch
Underweight stocks now, says JPMorgan, because there’s a risk-free alternative paying 5%
April 03, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
NIO
BX:TMUBMUSD02Y
AMZN
From
MarketWatch
Credit Suisse abetted possible criminal tax evasion, U.S. Senate committee alleges
March 29, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
CH:CSGN
From
MarketWatch
UBS brings back Ermotti to lead Credit Suisse integration
March 29, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CH:CSGN
UBS
From
MarketWatch
Sergio Ermotti returns as UBS CEO after Credit Suisse deal
March 29, 2023
Tickers
UBS
Tags
UBS
CH:UBSG
From
MarketWatch
Silicon Valley Bank collapsed at a speed not seen since a rogue trader did for Barings, says Bank of England’s Bailey
March 28, 2023
Tags
CH:UBSG
UK:HSBA
BX:TMBMKGB/10Y
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
XE:DBK
CH:UBSG
FCNCA
From
MarketWatch
Chairman of Saudi National Bank, who sparked turmoil for Credit Suisse, resigns
March 27, 2023
Tickers
CS
UBS
Tags
UBS
CH:CSGN
CS
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
CH:CSGN
SPX
COMP
From
MarketWatch
Deutsche Bank drops, weighing on banking stocks and Scholastic tumbles on disappointing results
March 24, 2023
Tickers
CS
CURV
CVX
GS
Tags
SCHL
CVX
XE:DBK
From
MarketWatch
Oil prices see renewed slump as European bank worries rise
March 24, 2023
Tickers
DB
UBS
Tags
UK:BRN00
UBS
CLK23
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
CH:CSGN
UBS
CS
From
MarketWatch
Jay Powell is not your friend. Here’s how to trade that.
March 24, 2023
Tickers
AAPL
AMC
BBBY
FRC
Tags
GME
NIO
TSLA
From
MarketWatch
Deutsche Bank shares slump in latest sign of bank worries
March 24, 2023
Tickers
DB
UBS
Tags
UBS
XX:SX7E
DB
From
MarketWatch
U.S. stock futures lower as European bank shares slide
March 24, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
NQ00
COMP
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
CH:CSGN
UBS
From
MarketWatch
‘Contracts are made to be honored.’ Billionaire investor David Tepper lashes out against Credit Suisse bond writedown
March 23, 2023
Tickers
CS
UBS
Tags
CH:CSGN
UBS
CS
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
SIVB
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
MCO
CH:UBSG
UBS
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
UBS
CS
DJIA
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:UBSG
FRC
CA:POU
From
MarketWatch
Law firm in talks with Credit Suisse bondholders about potential lawsuit after $17 billion wipeout
March 20, 2023
Tickers
SAN
Tags
CH:UBSG
UK:AT1
SAN
From
MarketWatch
U.S. stock market sectors reclassified, with big shifts to financials from tech
March 20, 2023
Tickers
COMP
DJIA
MA
PYPL
Tags
CH:CSGN
COMP
SPX
From
MarketWatch
Anger and tears from shocked Credit Suisse staff after historic UBS takeover
March 20, 2023
Tickers
CS
UBS
Tags
CS
UBS
CH:CSGN
From
MarketWatch
Oil prices resume fall after biggest weekly drop of 2023
March 20, 2023
Tickers
CS
UBS
Tags
NGJ23
UK:BRNK23
CH:CSGN
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
ES00
HSBC
NQ00
From
MarketWatch
Credit Suisse shares slump by two-thirds after UBS deal
March 20, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
CH:CSGN
From
MarketWatch
UBS reportedly reaches deal to buy Credit Suisse for more than $2 billion
March 19, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
CH:CSGN
From
MarketWatch
UBS makes $1 billion all-share offer for embattled Credit Suisse: reports
March 19, 2023
Tickers
CS
FRC
SPX
UBS
Tags
SPX
CH:CSGN
CH:UBSG
From
MarketWatch
UBS and regulators rush to seal Credit Suisse takeover deal: reports
March 18, 2023
Tickers
BLK
CS
UBS
Tags
CH:CSGN
BLK
CH:UBSG
From
MarketWatch
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