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TSL’s Turnkey Operation Platform
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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
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EVENTS
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Swiss Regulator Mulls Disciplinary Action Against Credit Suisse, Says Bank Made Numerous Mistakes
March 27, 2023
Tickers
CS
UBS
Tags
Benzinga
UBS
Legal
From
Benzinga
Falling House Prices, Fed's Preferred Inflation Gauge, Eroding Consumer Confidence And More: Benzinga's Weekly Main Street Monitor
March 27, 2023
Tickers
CS
Tags
Top Stories
Benzinga
Fed Funds Rate
From
Benzinga
US Stocks Poised To Start New Trading Week Higher On Hopes Of Resolving Banking Crisis: Analyst Warns 'No News Would Be Good News'
March 27, 2023
Tickers
BNTX
CAT
CCL
CS
Tags
QQQ
Economics
URI
From
Benzinga
Bond yields rise as easing bank tensions reduce haven demand
March 27, 2023
Tickers
CS
Tags
BX:TMUBMUSD02Y
CS
BX:TMUBMUSD30Y
From
MarketWatch
Chairman of Saudi National Bank, who sparked turmoil for Credit Suisse, resigns
March 27, 2023
Tickers
CS
UBS
Tags
CH:CSGN
UBS
SA:1180
From
MarketWatch
First Citizens Reportedly Close To Sealing Acquisition Of Silicon Valley Bank
March 26, 2023
Tickers
CS
DB
FIZN
VLY
Tags
Benzinga
FIZN
VLY
From
Benzinga
Minneapolis Fed's Kashkari Says Unclear On Impact Of Banking Stresses On Economy – 'Have To Do Less Work With Federal Funds Rate...'
March 26, 2023
Tickers
CS
QQQ
SPY
Tags
Federal Reserve
Economics
Benzinga
From
Benzinga
Credit Suisse Faces Possible Disciplinary Proceedings, Swiss Regulator Says
March 26, 2023
Tickers
CS
UBS
Tags
FINMA
Credit Suisse
Penny Stocks
From
Benzinga
‘Some losses’ in commercial real estate and Treasurys may still need to work ‘through the banking sector,’ says Fed’s Kashkari
March 26, 2023
Tickers
COMP
CS
DB
DJIA
Tags
COMP
CS
SPX
From
MarketWatch
3 Stocks to Buy After the SVB Collapse Wiped Out Their Rivals
March 26, 2023
Tickers
CS
FRC
JPM
SI
Tags
Stocks to Buy
CS
Market News
From
InvestorPlace
Why the worst banking mess since 2008 isn’t freaking out stock-market investors — yet
March 26, 2023
Tickers
COMP
CS
DB
DJIA
Tags
CH:UBSG
KRE
CH:CSGN
From
MarketWatch
Despite Investors' Fears, Analysts Say Deutsche Bank Is No Credit Suisse
March 25, 2023
Tickers
CS
DB
UBS
Tags
Credit Suisse
DB
Penny Stocks
From
Benzinga
Biden Says 'Banks In Pretty Good Shape' Even As Banking Crisis Plays Out: 'Don't See Anything ... That's About To Explode'
March 25, 2023
Tickers
CS
DB
KRE
Tags
CS
Market News
News
From
Benzinga
More Tech Layoffs; Ongoing Bank Drama
March 25, 2023
Tickers
AMZN
CS
MSFT
RDFN
Tags
SBNY
USB
UBS
From
Motley Fool
There's More to the Mint Mobile Deal Than Ryan Reynolds
March 25, 2023
Tickers
CS
GM
GOOG
GOOGL
Tags
TSLA
SIVB
T
From
Motley Fool
Silicon Valley Bank Could Have Ruined The Cannabis Industry: Here's Why
March 24, 2023
Tickers
CS
FRC
JPM
SCHW
Tags
Penny Stocks
Emily Paxhia
Government
From
Benzinga
Why Are Stocks Down Today?
March 24, 2023
Tickers
CS
DB
Tags
NYSE:DB,NYSE:CS
Market News
Today's Market
From
InvestorPlace
S&P 500 Volatility Continues As Investors Digest Latest Banking Sector Headlines
March 24, 2023
Tickers
AMZN
BB
CCL
CS
Tags
Interest Rates
Top Stories
Benzinga
From
Benzinga
Tether Reports Profit Surge: Crypto Giant's CTO On Impact Of Failing Banks
March 24, 2023
Tickers
CS
UBS
Tags
Markets
Stablecoin
tangible assets backing
From
Benzinga
Bond market ‘screams’ rate cuts as yield curve points to real-time slowdown in U.S. economy
March 24, 2023
Tickers
CS
DB
Tags
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
CS
From
MarketWatch
How's The Banking System? Janet Yellen Calls Unscheduled FSOC Meeting To Address Financial Commotion
March 24, 2023
Tickers
CS
FRC
SIVB
SPY
Tags
FRC
Federal Reserve
General
From
Benzinga
US Financial Stocks Plummet On Fears of Contagion After Deutsche Bank Selloff
March 24, 2023
Tickers
BAC
C
CS
DB
Tags
DB
Analyst Color
MS
From
Benzinga
Market Prices In 1.25% Fed Rate Cut By End Of 2023: Economist Says There's No Chance
March 24, 2023
Tickers
CS
SBNY
SI
SPY
Tags
SPY
Analyst Ratings
Top Stories
From
Benzinga
Why Credit Suisse and First Republic Crashed, but This Other Regional Bank Soared This Week
March 24, 2023
Tickers
CS
FRC
MCO
NYCB
Tags
SPGI
Market News
CS
From
Motley Fool
Deutsche Bank, First Republic weigh on bank stocks
March 24, 2023
Tickers
BKX
C
CFG
CMA
Tags
SPX
WFC
C
From
MarketWatch
DB Stock Alert: Credit Default Swaps Send Deutsche Bank Tumbling
March 24, 2023
Tickers
ALLR
BGSF
BRDS
CS
Tags
DB
BRDS
NYSE:DB,NYSE:CS,NYSE:UBS,NASDAQ:SIVB,NASDAQ:ALLR,NYSE:BGSF,NYSE:BRDS
From
InvestorPlace
European Bank Trouble: Deutsche Bank Stock Under Pressure Due To Higher Costs Of Default Insurance
March 24, 2023
Tickers
CS
DB
UBS
Tags
News
CS
Market News
From
Benzinga
Why Deutsche Bank Stock Is Plunging Premarket Friday
March 24, 2023
Tickers
CS
DB
UBS
Tags
Germany
News
Market News
From
Benzinga
‘Red alert recession signals.’ Gundlach expects the Fed to cut rates substantially ‘soon.’
March 24, 2023
Tickers
CS
DB
Tags
BX:TMUBMUSD10Y
YM00
DB
From
MarketWatch
Deutsche Bank drops, weighing on banking stocks and Scholastic tumbles on disappointing results
March 24, 2023
Tickers
CS
CURV
CVX
GS
Tags
GS
UBS
CL/1
From
MarketWatch
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