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TSL’s Turnkey Operation Platform
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Maturity Risk
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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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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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US Stocks On Track For Weak Start Friday Amid Renewed Banking Concerns And Contagion Fears
March 24, 2023
Tickers
AG
BAC
CS
DB
Tags
Dow Industrials
DB
CS
From
Benzinga
4 Bank Stocks STILL Paying Secure Dividends
March 24, 2023
Tickers
BAC
BK
BKNG
C
Tags
BKNG
USB
WFC
From
InvestorPlace
UBS, Credit Suisse And Other Big Stocks Moving Lower In Friday's Pre-Market Session
March 24, 2023
Tickers
ALDX
CS
DB
DHHC
Tags
Markets
Pre/Market Outlook
ALDX
From
Benzinga
‘It may well get worse before it gets better.’ Analysts say UBS will face revenue pressure before it can cut Credit Suisse costs.
March 24, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
CH:CSGN
From
MarketWatch
'Powell F'ed Everyone': 'Rich Dad Poor Dad' Author Lashes Out At Powell, Yellen And Biden
March 23, 2023
Tickers
CS
SBNY
SIVB
UBS
Tags
Klaus Schwab
Inflation
Federal Reserve
From
Benzinga
Credit Suisse, UBS Subpoenaed In Russia Sanctions Probe
March 23, 2023
Tickers
CS
UBS
Tags
Russia
U/S/ Department of Justice
Global
From
Benzinga
Why The Federal Reserve “Playing Dumb” Is a Genius Move
March 23, 2023
Tickers
CS
FRC
Tags
NYSE:FRC,NYSE:CS
CS
Market News
From
InvestorPlace
14 Bank Stocks to Buy After the Recent Silicon Valley Bank Collapse
March 23, 2023
Tickers
BAC
C
CFG
CS
Tags
Recent Press Releases
WFC
USB
From
Motley Fool
Citi CEO Jane Fraser sees no banking crisis afoot
March 23, 2023
Tickers
C
CS
FRC
UBS
Tags
C
CS
FRC
From
MarketWatch
‘We were in an extremely fragile state.’ Swiss National Bank President says Credit Suisse takeover averted a bigger financial crisis.
March 23, 2023
Tickers
CS
UBS
Tags
UBS
CH:CSGN
CH:UBSG
From
MarketWatch
‘Contracts are made to be honored.’ Billionaire investor David Tepper lashes out against Credit Suisse bond writedown
March 23, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
CH:CSGN
From
MarketWatch
Bank of England hikes interest rates by quarter-point in 11th consecutive increase
March 23, 2023
Tickers
CS
UBS
Tags
CS
UK:UKX
GBPUSD
From
MarketWatch
SoFi Made 2 Genius Moves in 2022 to Avoid Silicon Valley Bank's Fate
March 23, 2023
Tickers
CS
SIVB
SOFI
Tags
Recent Press Releases
SOFI
SIVB
From
Motley Fool
Shotgun bank weddings like UBS and Credit Suisse are supposed to protect the financial system, but these rescues come with unseen risks
March 23, 2023
Tickers
BAC
CS
FRC
JPM
Tags
BAC
FRC
SIVB
From
MarketWatch
Coinbase Global, Chewy And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
March 23, 2023
Tickers
CHWY
COIN
CS
JMIA
Tags
Movers
JMIA
Penny Stocks
From
Benzinga
Thursday Predictions: 3 Hot Stocks for Tomorrow
March 22, 2023
Tickers
AAPL
AMZN
CHWY
CS
Tags
Market News
CS
AAPL
From
InvestorPlace
What History Says About All These Bank Failures
March 22, 2023
Tickers
CS
FRC
Tags
NYSE:FRC,NYSE:CS
CS
Market News
From
InvestorPlace
This Hedge Fund Manager Is Betting Big on UBS Stock
March 22, 2023
Tickers
CS
SBNY
SI
SIVB
Tags
SIVB
SI
NYSE:UBS,NYSE:CS,NYSE:SI,NASDAQ:SIVB,NASDAQ:SBNY
From
InvestorPlace
Fed hikes interest rates again, pencils in just one more rate rise in 2023
March 22, 2023
Tickers
CS
SIVB
UBS
Tags
CH:UBSG
SIVB
CS
From
MarketWatch
PacWest says it won’t pursue capital raise after getting private financing, federal loans
March 22, 2023
Tickers
APO
CS
PACW
Tags
CS
APO
PACW
From
MarketWatch
Will UBS' Acquisition of Credit Suisse Pay Off for Shareholders?
March 22, 2023
Tickers
CS
UBS
Tags
UBS
Recent Press Releases
Market News
From
Motley Fool
Former Credit Suisse CEO John Mack Praises UBS Chair — Says Swiss Banks Should 'Open Up The Vault' More
March 22, 2023
Tickers
CS
UBS
Tags
Markets
CS
Colm Kelleher
From
Benzinga
Most Regional Banks Will Survive, but They Face Headwinds
March 22, 2023
Tickers
BAC
CS
FRC
JPM
Tags
FRC
BAC
SIVB
From
Motley Fool
Bank insider action tells us the battered financial sector is a buy: These 4 regional bank stocks are tempting those in the know.
March 22, 2023
Tickers
BAC
C
CCB
CS
Tags
SBNY
LKFN
FITB
From
MarketWatch
Cardano Founder Calls Crypto 'An Escape Valve' For Those Hit By Banking Turmoil
March 22, 2023
Tickers
CS
Tags
News
cardano
CS
From
Benzinga
UBS launches tender offer for some of its own bail-in notes issued ahead of Credit Suisse deal
March 22, 2023
Tickers
CS
MCO
UBS
Tags
CS
CH:UBSG
MCO
From
MarketWatch
Bonus Freeze: Credit Suisse Staff Left In The Cold By Swiss Government
March 22, 2023
Tickers
CS
UBS
Tags
Markets
CS
Market News
From
Benzinga
If You Invested $1,000 In Bitcoin When Former Credit Suisse CEO Called It A Bubble, Here's How Much You'd Have Now
March 21, 2023
Tickers
BITCOMP
CS
FACT
JPM
Tags
FACT
bank stocks
CS
From
Benzinga
'Rich Dad Poor Dad' Author Predicted Problems At Lehman Brothers And Credit Suisse, Now Has New Prediction About Donald Trump
March 21, 2023
Tickers
CS
UBS
Tags
2024 Presidential Election
Politics
Stormy Daniels
From
Benzinga
This Silicon Valley Bank customer hated being forced to move banks, especially during a crisis. He’s not alone — most people stick with their bank for decades.
March 21, 2023
Tickers
CS
UBS
Tags
CS
UBS
From
MarketWatch
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