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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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UBS Prepping For Massive Layoffs Amid Credit Suisse Takeover: Report
April 02, 2023
Tickers
CS
UBS
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News
Penny Stocks
CS
From
Benzinga
3 Safe Cryptos to Buy That Are Perfect for the Bank Meltdown
April 01, 2023
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GOOG
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Nike Looks Expensive; Some REITs Look Cheap
April 01, 2023
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Banking Crisis Is How It Starts, Recession Is How It Ends
March 31, 2023
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Benzinga
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From
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Bank stocks end tough quarter with mixed trades as sector stabilizes despite outflows from savings accounts
March 31, 2023
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CS
DJIA
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Coinbase Says US 1M Tech Jobs At Risk, Microsoft To Place Ads In ChatGPT Powered Bing Search, Netflix Preps For Big Transition Into TV Gaming: Today's Top Stories
March 30, 2023
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5 clues to find bank stock bargains, from two pros who consistently make money in the sector
March 30, 2023
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C
CS
EQBK
FBK
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RMBKX
FBK
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From
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Credit Suisse Helped Rich Americans Hide Over $700M Despite 2014 DoJ Plea: Wyden Investigation
March 30, 2023
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CS
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Tax Evasion
Top Stories
Benzinga
From
Benzinga
Why SoFi Stock Is Melting Up Amid the Banking Meltdown
March 29, 2023
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AMZN
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FRC
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Nasdaq:SOFI,Nasdaq:AMZN,NYSE:CS,NYSE:FRC
From
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Animal Spirits Are Returning… With Mixed Results
March 29, 2023
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ALLY
AMC
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Market Analysis
SOFI
NYSE:GME,NYSE:AMC,NYSE:FRC,NYSE:ABC,NYSE:OPAD,NYSE:ALLY,NYSE:CS,NASDAQ:SOFI,NASDAQ:NVDA,NASDAQ:TRKA
From
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UBS Rehires Former CEO To Oversee Credit Suisse Takeover
March 29, 2023
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CS
UBS
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Management
Briefs
Penny Stocks
From
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Lululemon and Micron shares surge, UBS’s stock rallies on CEO reinstatement and other stocks on the move
March 29, 2023
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BMEA
CCL
CONN
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From
MarketWatch
Credit Suisse abetted possible criminal tax evasion, U.S. Senate committee alleges
March 29, 2023
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CS
UBS
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CS
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From
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Stocks Set For Rebound On Tech Comeback Hopes: Analyst Sees 2 Data Points Shaping Near-Term Rate Outlook
March 29, 2023
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LULU
MU
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From
Benzinga
Banks were worth owning before the SVB collapse and are even better investments now, say these strategists.
March 29, 2023
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AMZN
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From
MarketWatch
UBS brings back Ermotti to lead Credit Suisse integration
March 29, 2023
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UBS
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CS
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CH:CSGN
From
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Why Is Everybody Talking About Banks' Long-Term Bonds?
March 29, 2023
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FCNCA
FRC
SI
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Market News
FCNCA
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How A $700M Tech VC Firm Was Saved From SVB Collapse, And Why Its CEO Still Banks There
March 28, 2023
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CS
DB
FCNCA
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FCNCO
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From
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French prosecutors raid banks over dividend tax evasion allegations
March 28, 2023
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CS
HSBC
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MarketWatch
Alibaba To Restructure Seeking Fresh IPOs, Lucid Recalls Over 600 Air Vehicles, Disney Pulls Plug On Metaverse Unit: Today's Top Stories
March 28, 2023
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BABA
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DIS
FSLR
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From
Benzinga
Nestle Plans To Review Banking Relationships Following Credit Suisse Downfall: Report
March 28, 2023
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CS
NSRGY
UBS
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Briefs
General
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From
Benzinga
Top 5 Financial Stocks You'll Regret Missing This Quarter
March 28, 2023
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AMTD
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CVLY
FFWM
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CS
From
Benzinga
UBS CEO Reportedly Sees Credit Suisse Takeover As Growth Opportunity: 'Did Not Buy...Only To Close It'
March 28, 2023
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CS
UBS
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Swiss National Bank
Markets
Ralph Hamers
From
Benzinga
Market Now Expects Fed Interest Rate Cuts In The Second Half Of 2023, But That Could Be Bad News For Stocks
March 27, 2023
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CS
SBNY
SI
SIVB
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Nicholas Colas
CS
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Benzinga
Elon Musk-Led Neuralink Seeks Human Trial Collaborators, Credit Suisse May Face Disciplinary Action, First Citizens Takeover Silicon Valley Bank: Today's Top Stories
March 27, 2023
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BMWYY
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From
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Answers to Your Questions About Treasury Bills, 529 Plans, Retirement Planning, and More
March 27, 2023
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CS
SIVB
T
UBS
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OAKMX
WBD
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Hedge Fund Marathon Asset Management Earns $30M Due To Timely Bet On Credit Suisse's Senior Bonds
March 27, 2023
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CS
UBS
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General
Markets
Penny Stocks
From
Benzinga
Deutsche Bank shares edge higher after three weeks of declines
March 27, 2023
Tickers
CS
DB
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XE:DBK
DB
CS
From
MarketWatch
Asure Software's Comprehensive HCM Platform And Strategic Partnerships Help Small Businesses Navigate Economic Uncertainty
March 27, 2023
Tickers
ASUR
CS
HRB
INTU
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UBS
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Benzinga
From
Benzinga
Even As Retail Trader Participation Grows, The Collapse Of SVB May Highlight The Importance Of Reliable, Real Time Information — Enter Social Investing App Equichat
March 27, 2023
Tickers
BAC
C
CS
JPM
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Markets
BAC
JPM
From
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