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home
about us
Investment Approach
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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
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UBS Makes Changes To Buyback Program Following Credit Suisse Takeover
April 18, 2023
Tickers
CS
UBS
Tags
Market News
General
Benzinga
From
Benzinga
Hedge Funds Bet Big On USD
April 17, 2023
Tickers
AAPL
C
CS
ELS
Tags
News
GM
WFC
From
Benzinga
UBS Group Stock Is Sliding Today: What's Going On?
April 17, 2023
Tickers
CS
UBS
Tags
Penny Stocks
CS
News
From
Benzinga
Credit Suisse fund outflows widen to $5.6 billion following UBS tie-up
April 17, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
UBS
From
MarketWatch
Don’t Overlook Undervalued Banking Giant UBS Stock
April 14, 2023
Tickers
CS
UBS
Tags
NYSE:UBS,NYSE:CS
CS
Market News
From
InvestorPlace
Japanese bank’s clients lost over $700 million in Credit Suisse CoCo bond fiasco: report
April 14, 2023
Tickers
CS
MS
MUFG
UBS
Tags
CS
MUFG
UBS
From
MarketWatch
Bitcoin Has Thumped the Market by 80% in 2023. Can It Keep Going?
April 13, 2023
Tickers
BITCOMP
BTC
CS
SI
Tags
SBNY/L
CS
BTC
From
Motley Fool
Elon Musk and BBC Reporter Clash In Twitter Spaces, Get Paid To Hack OpenAI, US States Stockpile Alternative Abortion Pill: Today's Top Stories
April 12, 2023
Tickers
BA
BABA
CARR
CS
Tags
NATI
KUASF
SFTBY
From
Benzinga
UBS Mulls Keeping Credit Suisse Private Wealth Unit Targeting India's Wealthy Diaspora
April 12, 2023
Tickers
CS
UBS
Tags
UBS
Markets
Briefs
From
Benzinga
The 3 Most Pressing Questions for Banks Heading Into Earnings Season
April 12, 2023
Tickers
CS
FRC
JPM
WAL
Tags
CS
WAL
SBNY/L
From
Motley Fool
Credit Suisse Rescue Package Retrospectively Rejected By Lower House Of Swiss Parliament — But There's A Catch
April 11, 2023
Tickers
CS
UBS
Tags
Switzerland
Economics
Macro Economic Events
From
Benzinga
Why Are Crypto Mining Stocks MARA, RIOT, HUT Up Today?
April 11, 2023
Tickers
CS
HUT
MARA
MSTR
Tags
MSTR
RIOT
NASDAQ:MARA,NASDAQ:RIOT,NASDAQ:HUT,NASDAQ:MSTR,NYSE:CS
From
InvestorPlace
Why Credit Suisse Stock Plunged 71% in March
April 10, 2023
Tickers
CS
UBS
Tags
UBS
Recent Press Releases
Market News
From
Motley Fool
7 F-Rated Stocks to Sell in April
April 10, 2023
Tickers
AMD
CS
FRC
INTC
Tags
AMD
OPAD
INTC
From
InvestorPlace
Big bank earnings in spotlight following historic failures: ‘Every income statement line item is in flux’.
April 09, 2023
Tickers
ACI
BLK
C
COST
Tags
JPM
SI
RENT
From
MarketWatch
Facebook Turns To Generative AI For Help, FedEx Consolidates, UBS Executives Say Surprise Credit Suisse Deal 'Major Challenge:' Today's Top Stories
April 05, 2023
Tickers
AAPL
AMZN
CS
EXEL
Tags
General
Top Stories
UBS
From
Benzinga
UBS Executives Say Surprise Credit Suisse Acquisition Is a 'Major Challenge'
April 05, 2023
Tickers
CS
UBS
Tags
Briefs
UBS
Markets
From
Benzinga
Why Shares of Wells Fargo Plunged in March
April 04, 2023
Tickers
CS
WFC
Tags
Recent Press Releases
WFC
CS
From
Motley Fool
7 Sorry Blue-Chip Stocks to Sell in April Before It’s Too Late
April 04, 2023
Tickers
AMZN
CS
DIS
FRC
Tags
VZ
JPM
FRC
From
InvestorPlace
Why Shares of Charles Schwab Got Crushed in March
April 04, 2023
Tickers
CS
SCHW
Tags
CS
Market News
SCHW
From
Motley Fool
Bank Stocks Alert: Jamie Dimon Says the Banking Crisis Isn’t Over Yet
April 04, 2023
Tickers
BAC
CS
FRC
GS
Tags
FRC
Market News
BAC
From
InvestorPlace
Economy may be ‘moving from a virtuous cycle to a vicious cycle,’ Jamie Dimon says
April 04, 2023
Tickers
CS
DJIA
JPM
Tags
JPM
DJIA
CS
From
MarketWatch
Should you buy stocks? Watch these crucial levels on the S&P 500 and Nasdaq for answers, says strategist.
April 04, 2023
Tickers
AAPL
AMC
APE
BABA
Tags
BX:TMUBMUSD02Y
YM00
BBBY
From
MarketWatch
Credit Suisse will not be the last domino to fall in this banking crisis
April 03, 2023
Tickers
CS
SPX
UBS
Tags
CS
CH:UBSG
SPX
From
MarketWatch
UBS Layoffs 2023: What to Know About the Latest UBS Job Cuts
April 03, 2023
Tickers
CS
UBS
Tags
NYSE:UBS,NYSE:CS
Market News
Today's Market
From
InvestorPlace
Tesla Manufactured 4,000 Model Ys In One Week, UBS Prepping For Massive Layoffs, McDonald's Temporary Shuttering Of US Offices: Today's Top Stories
April 03, 2023
Tickers
ATVI
BIIB
BOXD
CS
Tags
CS
Legal
BIIB
From
Benzinga
Julius Baer CEO Says Switzerland's Position As World's Banker To Super-Rich Isn't 'God Given'
April 03, 2023
Tickers
CS
MUFG
UBS
Tags
UBS
Benzinga
Market News
From
Benzinga
Penny Drops: How Popular Tech, Meme, EV & Pot Stocks Went From Pricey To Pocket Change In 4 Charts
April 03, 2023
Tickers
AMC
BBBY
BOXD
CGC
Tags
Tech
LCID
LEV
From
Benzinga
Remember Credit Suisse's AT-1 Bonds Fiasco? Here's Why MUFG Reportedly Delayed Issuing These Instruments
April 03, 2023
Tickers
CS
MUFG
Tags
Market News
Benzinga
Markets
From
Benzinga
3 Cryptos Sitting in the Sweet Spot
April 02, 2023
Tickers
CS
DB
SBNY
SIVB
Tags
CS
SIVB
Crypto & Blockchain
From
InvestorPlace
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