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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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5 Investors Betting Big on Credit Suisse (CS) Stock
March 14, 2023
Tickers
CS
Tags
Market News
Today's Market
NYSE:CS
From
InvestorPlace
Credit Suisse Warns 'Material Weaknesses' In Financial Reporting
March 14, 2023
Tickers
CS
SBNY
SIVB
Tags
Market News
Benzinga
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First Republic leads big rally in regional banks, while United Airlines dips on profit warning
March 14, 2023
Tickers
APO
BG
CS
FRC
Tags
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UNVR
From
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Credit Suisse publishes delayed annual report in which it admits to financial control weaknesses
March 14, 2023
Tickers
CS
SBNY
SIVB
Tags
CS
SBNY
CH:CSGN
From
MarketWatch
Credit Suisse publishes delayed 2022 report after SEC talks end
March 14, 2023
Tickers
CS
Tags
CH:CSGN
CS
From
MarketWatch
Why Several Bank Stocks Are Getting Rocked Today
March 13, 2023
Tickers
BAC
C
CS
FRC
Tags
SBNY
GS
Silicon Valley Bank
From
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Regional banks pace decliners, as biotech deals lift Seagen and Provention Bio
March 13, 2023
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CS
FRC
JPM
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BAC
PACW
From
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Why Are Bank Stocks SCHW, PACW, WAL, BAC, WFC, CS, GS, ALLY Down Today
March 13, 2023
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BAC
CS
FRC
Tags
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Today's Market
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From
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First Republic Bank, Bank of America And Other Big Stocks Moving Lower In Monday's Pre-Market Session
March 13, 2023
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CS
CUBI
FRC
Tags
Benzinga
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SVB’s rescue means the Fed won’t hike rates in March, says Goldman Sachs
March 13, 2023
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APE
BBBY
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From
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Credit Suisse shares fall to new record low after collapse of SVB and Signature Bank
March 13, 2023
Tickers
CS
UBS
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UBS
CH:CSGN
CS
From
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Why MongoDB Stock Flopped On Friday
March 10, 2023
Tickers
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CS
MDB
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C
From
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March 10, 2023
Tickers
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CS
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Sunrun Down Over 10% On Silicon Valley Bank Exposure: What Other Companies Are Exposed?
March 10, 2023
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Tags
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Benzinga
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Dear FFIE Stock Fans, Mark Your Calendars for March 30
March 09, 2023
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CS
FFIE
TSLA
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BCAN
Today's Market
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Why Is BYND Cannasoft (BCAN) Stock Up 10% Today?
March 09, 2023
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CS Stock Alert: Why Credit Suisse Just Delayed Its Annual Report
March 09, 2023
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TSM
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From
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Silvergate Capital shares tumble amid crypto fallout and Asana stock surges on upbeat guidance
March 09, 2023
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From
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7 Value-Trap Stocks That Will Punish the Bagholders
March 09, 2023
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CHGG
CS
F
GM
Tags
Stocks to Sell
CS
NYSE:CHGG,NYSE:CS,NYSE:F,NYSE:GM,NYSE:LHX,NYSE:MDT,NYSE:TDOC
From
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This fund has increased its dividend for 56 straight years. Now it’s snapping up GE.
March 09, 2023
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AMZN
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Credit Suisse, MongoDB And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
March 09, 2023
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CS
ETSY
MARA
MDB
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MARA
Top Losers
Benzinga
From
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Why Credit Suisse Stock Is Plunging Toward All-Time Low In Thursday's Premarket
March 09, 2023
Tickers
CS
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News
CS
Penny Stocks
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Benzinga
Credit Suisse to delay publication of 2022 annual report on SEC comments
March 09, 2023
Tickers
CS
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CS
From
MarketWatch
One of Credit Suisse’s largest shareholders sells its stake after two-decades of holding: report
March 06, 2023
Tickers
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CS
CH:CSGN
From
MarketWatch
Why Shares of EOG Resources Plunged 14.5% in February
March 05, 2023
Tickers
BCS
CS
EOG
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BCS
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Why Shopify Stock Fell 16.5% in February
March 03, 2023
Tickers
CS
PIPR
SHOP
Tags
CS
Market News
PIPR
From
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Citigroup Cuts 1% Staff Across Operations, Tech, Investment Banking Units
March 03, 2023
Tickers
C
CS
GS
MS
Tags
MS
Briefs
Benzinga
From
Benzinga
Swiss Regulatory Authority Find Credit Suisse In Serious Violation Regarding Greensill Debacle
February 28, 2023
Tickers
CS
Tags
Briefs
Benzinga
Market News
From
Benzinga
Credit Suisse ‘seriously breached’ its supervisory obligations in dealings with financier Lex Greensill, Swiss regulator finds
February 28, 2023
Tickers
CS
Tags
CS
JP:9984
CH:CSGN
From
MarketWatch
Why AssetMark Financial Stock Was Up Big Today
February 23, 2023
Tickers
AMK
CS
JPM
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JPM
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