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home
about us
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Team Biographies
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
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Featured Quarterly Newsletter
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Latest News about CS
Recent news which mentions CS
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Credit Suisse Lending Clients Spooked By Swiss Bank Financial Health Concerns
October 04, 2022
Tickers
CS
Tags
CS
News
Penny Stocks
From
Benzinga
Why Shares of Credit Suisse Are Rising Today
October 04, 2022
Tickers
CS
Tags
Recent Press Releases
Market News
CS
From
Motley Fool
Credit Suisse: a Repeat of the Lehman Brothers Crisis?
October 04, 2022
Tickers
AMZN
BKNG
CRM
CS
Tags
Stocks to Buy
NYSE:CS,NYSE:CRM,Nasdaq:BKNG,Nasdaq:AMZN,Nasdaq:NFLX
AMZN
From
InvestorPlace
Russia Fines TikTok, Amazon's Twitch, India Exported $1B iPhones, Sony Eyes Investment For PC & Mobile Push: Top Stories Tuesday, Oct. 04
October 04, 2022
Tickers
AAL
AAPL
AMD
AMZN
Tags
BHP
General
AAL
From
Benzinga
Poshmark, Rivian Automotive And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
October 04, 2022
Tickers
ADEA
ASML
CS
DLO
Tags
NGM
Top Gainers
News
From
Benzinga
As Credit Suisse Woes Inspire Parallels To 2008 Financial Crisis, Analyst Says 'Much Different Environment, Much Different Situation'
October 04, 2022
Tickers
CS
Tags
Economics
Lehman Brothers
CS
From
Benzinga
Credit Suisse Collapse? Why Rumors of a Lehman-Like Free Fall Are Swirling.
October 03, 2022
Tickers
CS
GS
JPM
MS
Tags
JPM
MS
Market News
From
InvestorPlace
Why Is Credit Suisse (CS) Stock Trending Today?
October 03, 2022
Tickers
CS
Tags
Market News
Today's Market
NYSE:CS
From
InvestorPlace
One Credit Suisse Analyst Says Bank's Capital, Liquidity 'Healthy,' Another Warns Of Impending Equity Raise: What You Need To Know
October 03, 2022
Tickers
CS
Tags
JPMorgan
Trading Ideas
Market News
From
Benzinga
Is It 2008 All Over Again For Credit Suisse?
October 03, 2022
Tickers
CS
KBE
Tags
Market News
Benzinga
General
From
Benzinga
Analyst sees no contagion to U.S. banks as Credit Suisse confronts challenges
October 03, 2022
Tickers
BAC
C
CS
GS
Tags
BAC
CH:CSGN
JPM
From
MarketWatch
Credit Suisse Has the Market on Edge. What Should You Do?
October 03, 2022
Tickers
C
CS
GS
JPM
Tags
CS
C
Market News
From
Motley Fool
Treasury yields pull back after another sharp quarterly rise
October 03, 2022
Tickers
CS
Tags
GBPUSD
CH:CSGN
BX:TMUBMUSD10Y
From
MarketWatch
Why Are Credit Suisse Shares Sliding Today?
October 03, 2022
Tickers
CS
Tags
General
Trading Ideas
Market News
From
Benzinga
Tesla, Credit Suisse And Some Other Big Stocks Moving Lower In Today's Pre-Market Session
October 03, 2022
Tickers
ABB
ALEC
CS
GCT
Tags
Top Losers
Benzinga
Small Cap
From
Benzinga
S&P 500, Dow Futures Begin Week On Upbeat Note But Credit Suisse Market Scare Gives Investors Jitters — Tesla, Energy Stocks In Focus
October 03, 2022
Tickers
CS
DB
QQQ
SPY
Tags
Economics
Penny Stocks
CS
From
Benzinga
Tesla Analysts Look Past Q3 Miss, Credit Suisse Gives Market A Scare, Tim Cook Is A 'Metaverse Skeptic' And More: 5 Key Stories You May Have Missed From The Weekend
October 03, 2022
Tickers
AAPL
CS
EVS
INTC
Tags
CS
oil prices
Benzinga
From
Benzinga
Here’s a big tech name to put on your shopping list, and how to buy it even if the bear market is far from over
October 03, 2022
Tickers
AAPL
AMC
AVCT
BBBY
Tags
SPX
NIO
NQ00
From
MarketWatch
Why Myovant Sciences Is Trading Higher By Over 26%; Here Are 31 Stocks Moving Premarket
October 03, 2022
Tickers
ACOR
AGFY
ALEC
AMV
Tags
News
FSI
IFBD
From
Benzinga
Credit Suisse: What’s going on, and why its stock is falling
October 03, 2022
Tickers
CS
GS
UBS
Tags
GS
UBS
CH:CSGN
From
MarketWatch
As Credit Suisse's Credit Default Swaps Spike To Near 2008 Levels, Rumors Of Lehman-Like Collapse Floated, Bank Steps In To Allay Concerns
October 02, 2022
Tickers
CS
DB
Tags
Markets
Market News
Benzinga
From
Benzinga
Tesla, Altus Power And Some Other Big Stocks Moving Lower In Today's Pre-Market Session
September 29, 2022
Tickers
AGI
AMPS
AMPX
CS
Tags
TPR
Benzinga
Top Losers
From
Benzinga
SEC Penalizes 16 Wall Street Firms For Using Personal Devices To Discuss Trades, Clients
September 28, 2022
Tickers
BAC
BCS
C
CS
Tags
C
CS
Legal
From
Benzinga
Why MindMed Is Trading Lower By Around 35%; Here Are 31 Stocks Moving Premarket
September 28, 2022
Tickers
ABOS
AIM
AMV
AQST
Tags
NMTR
Premarket Movers
PBTS
From
Benzinga
Nomura Joins Other Big-Name Financial Players To Back Blockchain Startup Fnality
September 26, 2022
Tickers
BCS
BK
CM
CRZBY
Tags
MFG
Nomura
Benzinga
From
Benzinga
BP, Costco, FedEx And Other Big Losers From Friday
September 26, 2022
Tickers
APA
BP
COST
CRK
Tags
Top Losers
COST
HES
From
Benzinga
Why NanoVibronix Shares Surged Over 25%; Here Are 82 Biggest Movers From Friday
September 26, 2022
Tickers
ABVC
ALT
ANY
AORT
Tags
INBX
CCNC
Penny Stocks
From
Benzinga
Why Shares of Credit Suisse Are Falling Today
September 23, 2022
Tickers
C
CS
Tags
Market News
C
CS
From
Motley Fool
Why Shares Of Oil & Gas Companies Are Trading Lower, Here Are 62 Stocks Moving In Friday's Mid-Day Session
September 23, 2022
Tickers
AIU
ALT
ALVO
ANY
Tags
RGC
SPPI
XRTX
From
Benzinga
Citrix debt deal prices with large losses for banks
September 23, 2022
Tickers
BAC
CS
CTXS
GS
Tags
GS
CS
CTXS
From
MarketWatch
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