Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about CS
Recent news which mentions CS
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
23
24
Next >
Financial Regulatory Authority Reviews Remarks By Credits Suisse' Chairman On Client Outflows
February 21, 2023
Tickers
CS
Tags
Movers
Briefs
Penny Stocks
From
Benzinga
Why one strategist sees a real risk of World War 3.1, whose battleground will be microchips
February 21, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
BBBY
MULN
FXI
From
MarketWatch
JD.com And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
February 21, 2023
Tickers
AUR
CS
JD
LUNR
Tags
Movers
PDD
Small Cap
From
Benzinga
Credit Suisse shares fall after Swiss regulator reportedly probes chairman’s remarks on outflows
February 21, 2023
Tickers
CS
Tags
CH:CSGN
CS
From
MarketWatch
Credit Suisse Battles With Latest Senior Official Departure In Asia Region
February 17, 2023
Tickers
ASIA
CS
Tags
General
Markets
Penny Stocks
From
Benzinga
Taurus SA Raises $65M In Series B Funding Round Led By Credit Suisse, Deutsche Bank
February 16, 2023
Tickers
CS
DB
Tags
FINMA
DB
Investis
From
Benzinga
Credit Suisse Warns Former Staff Copied Personnel And Salary Data
February 14, 2023
Tickers
CS
Tags
Penny Stocks
General
Briefs
From
Benzinga
How Swiss-Based Alquant Is Saving Investment Organizations Money During Market Drops
February 13, 2023
Tickers
CBOE
CS
Tags
Penny Stocks
CBOE
Volpocalypse
From
Benzinga
Why Shares of Credit Suisse Are Plunging This Week
February 10, 2023
Tickers
CS
Tags
Recent Press Releases
Market News
CS
From
Motley Fool
Why Tivic Health Systems Are Trading Lower By 55%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
February 09, 2023
Tickers
AFRM
APP
APPH
APPS
Tags
Benzinga
WLDS
SRZN
From
Benzinga
HOOD Stock Alert: Robinhood Will Repurchase Sam Bankman-Fried Shares
February 09, 2023
Tickers
CRM
CS
HOOD
VWE
Tags
CRM
HOOD
Market News
From
InvestorPlace
Why Is Credit Suisse (CS) Stock Down 7% Today?
February 09, 2023
Tickers
CS
CSII
TIVC
VWE
Tags
Market News
VWE
Today's Market
From
InvestorPlace
Credit Suisse Group Ag (CS) Q4 2022 Earnings Call Transcript
February 09, 2023
Tickers
CS
Tags
Recent Press Releases
Market News
CS
From
Motley Fool
Credit Suisse Announces Next Milestone For CS First Boston Carveout With Klein Deal, CEO Says '2024 Should Be Profitable'
February 09, 2023
Tickers
APO
CS
Tags
M&A
General
Earnings
From
Benzinga
Mattel, Credit Suisse And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
February 09, 2023
Tickers
AFRM
APPS
CS
FROG
Tags
PRPL
Top Losers
AFRM
From
Benzinga
Credit Suisse posts loss of $1.51 billion as clients pull billions from wealth management business
February 09, 2023
Tickers
CS
Tags
CH:CSGN
CS
From
MarketWatch
Apollo Weighs Buying Stake In Credit Suisse's Investment Banking Unit
February 07, 2023
Tickers
APO
CS
Tags
APO
Benzinga
General
From
Benzinga
Why Generac Holdings Stock Topped the Market on Thursday
February 02, 2023
Tickers
CS
GNRC
Tags
Market News
CS
GNRC
From
Motley Fool
UBS expected to post drop in fourth-quarter earnings
January 30, 2023
Tickers
CS
UBS
Tags
UBS
CH:BAER
CH:UBSG
From
MarketWatch
AMC CEO Adam Aron touts ‘vote of confidence’ in the company by its bank lenders
January 26, 2023
Tickers
AMC
C
CS
GS
Tags
C
CH:CSGN
CS
From
MarketWatch
Trump Beefs Up Defamation War Against New York Prosecutor, Apple Weighs Content Deals With Disney, Likely Lawsuit On Google For Influencing Online Ad Market: Today's Top Stories
January 24, 2023
Tickers
AAPL
AMZN
BX
CS
Tags
DIS
GOOG
Health Care
From
Benzinga
Qatar Investment Doubles Its Stake In Credit Suisse As US Investors Offload Theirs
January 24, 2023
Tickers
CS
Tags
Movers
Briefs
Markets
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
January 17, 2023
Tickers
BAC
BGCP
CACC
CS
Tags
BGCP
BAC
PNC
From
Benzinga
ECB’s Centeno paints upbeat picture of Europe’s economy
January 17, 2023
Tickers
CS
SPGI
Tags
BX:TMBMKDE/10Y
HK:388
CS
From
MarketWatch
Coinbase Discloses Restructuring Plan Amid Macro Headwinds, Pfizer Rebuts Generic Version Of COVID-19 Oral Treatment In China, Microsoft Mulls $10B Investment In ChatGPT Owner: Today's Top Stories
January 10, 2023
Tickers
AAPL
BBBY
BMWYY
CG
Tags
BBBY
Top Stories
GS
From
Benzinga
Xiaomi Backed Lidar Car Sensor Developer Hesai Eyes US IPO
January 10, 2023
Tickers
CS
GS
IPOS
MPNGF
Tags
News
XIACF
CS
From
Benzinga
Why Walgreens Boots Alliance's Stock Surged Higher Today
January 06, 2023
Tickers
CS
JPM
WBA
Tags
Market News
CS
JPM
From
Motley Fool
The 3 Best Sectors to Invest in for 2023
December 28, 2022
Tickers
AMZN
C
CS
IYH
Tags
ONLN
AMZN
Market Analysis
From
InvestorPlace
Why Salesforce Stock Forced Its Way Higher on Wednesday
December 21, 2022
Tickers
CRM
CS
Tags
Market News
CS
CRM
From
Motley Fool
Why MongoDB Stock Triumphed On Tuesday
December 20, 2022
Tickers
C
CS
MDB
Tags
CS
Market News
MDB
From
Motley Fool
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
23
24
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.