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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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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How bank chaos triggered wild swings in rate expectations ahead of Fed meeting
March 21, 2023
Tickers
COMP
CS
DJIA
SPX
Tags
DJIA
SPX
CS
From
MarketWatch
Don’t dream it’s over: Top JP Morgan strategist warns of looming market meltdown as easy credit disappears.
March 21, 2023
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COMP
CS
DJIA
FRC
Tags
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FRC
CH:CSGN
From
MarketWatch
Hefty Credit Suisse Bailout Costs $13,500 Per Person In Switzerland
March 21, 2023
Tickers
CS
UBS
Tags
Government
Briefs
General
From
Benzinga
Resilient US Stocks Could Push Higher Amid Expectations Of Fed Relenting: 'FOMC Statement...Big Deal,' Says Analyst
March 21, 2023
Tickers
CS
CSIQ
FL
FRC
Tags
SPY
FL
Federal Open Market Committee
From
Benzinga
S&P 500 Settles Higher Ahead Of Fed Decision, Market Volatility Decreases
March 21, 2023
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AAPL
CS
TSLA
UBS
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Penny Stocks
TSLA
CBOE Volatility Index
From
Benzinga
Elon Musk says Fed should cut interest rates by half-point after Bill Ackman asks for pause
March 21, 2023
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AMZN
APE
BBBY
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DJIA
APE
GC00
From
MarketWatch
Pimco and Invesco had the biggest holdings in Credit Suisse CoCo bonds: report
March 21, 2023
Tickers
BLK
CS
Tags
CH:CSGN
BLK
CS
From
MarketWatch
Stock futures firm as bank tensions ease and traders eye Fed
March 21, 2023
Tickers
COMP
CS
DJIA
SPX
Tags
YM00
DJIA
ES00
From
MarketWatch
Morgan Stanley Strategist Says Bond Market Pricing Some Sort Of Recession But Equity Market Still In Denial
March 21, 2023
Tickers
BND
CS
QQQ
SPY
Tags
Bond market
Recession
Equity market
From
Benzinga
Presidential Candidate Vivek Ramaswamy Blasts Fed Ahead Of Rate Decision: 'Disastrous 25-Year Experiment'
March 21, 2023
Tickers
CS
QQQ
SPY
UBS
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Market News
CS
News
From
Benzinga
Bitcoin Below $28K, Ethereum, Dogecoin Fall Ahead Of Fed Rate Decision: Analyst Pencils Key Levels For Apex Crypto 'Chopping Around'
March 20, 2023
Tickers
BITCOMP
COIN
CS
USD-BITSTAMP
Tags
Movers
Bitcoin
Penny Stocks
From
Benzinga
Paul Krugman Believes Fed Has Space To Exercise Discretion: 'Don't Just Do Something: Sit There'
March 20, 2023
Tickers
CS
QQQ
SPY
UBS
Tags
Market News
CS
News
From
Benzinga
Tesla, DWAC, First Majestic, First Republic Bank, New York Community Bancorp: Why These 5 Stocks Are Drawing Investors' Attention Today
March 20, 2023
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AG
CS
DWAC
FRC
Tags
banks
Donald Trump
TSLA
From
Benzinga
Exxon Mobil (XOM) Tests 200-Day Moving Average Amid Sharp Swings In Energy Prices
March 20, 2023
Tickers
CS
GAS
OIL
UBS
Tags
Market News
CS
XOM
From
Benzinga
The bank panic of 2023 could be just what the stock market needs to make money for investors again
March 20, 2023
Tickers
CS
SIVB
SPX
Tags
SPX
CS
SIVB
From
MarketWatch
S&P 500 Rises 0.8%; New York Community Bancorp Shares Spike Higher
March 20, 2023
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ALLR
AZYO
BBBY
CS
Tags
Mid Day Market Update
Penny Stocks
Small Cap
From
Benzinga
Bank Stocks Alert: 190 Banks Could Follow SVB Into Failure
March 20, 2023
Tickers
CS
FRC
SBNY
SI
Tags
SIVB
SI
NYSE:SI,NASDAQ:SIVB,NASDAQ:SBNY,NYSE:CS,NYSE:UBS,NYSE:FRC
From
InvestorPlace
As Credit Suisse, Signature Bank Collapse, Is Your Money Protected? Are Your Investments Safe?
March 20, 2023
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CS
HOOD
SBNY
SCHW
Tags
UBS
Benzinga
SBNY
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Benzinga
Why Bed Bath & Beyond Shares Are Trading Lower By Around 24%? Here Are Other Stocks Moving In Monday's Mid-Day Session
March 20, 2023
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ABR
ACER
ACRV
ALLR
Tags
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Communications Equipment
LPSN
From
Benzinga
European bank CoCos under pressure after Credit Suisse sale to UBS triggers historic loss on specialty bonds
March 20, 2023
Tickers
COMP
CS
DB
DJIA
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DJIA
DB
UBS
From
MarketWatch
What gold’s brief rise above $2,000 an ounce means as fears of banking crisis rattle investor nerves
March 20, 2023
Tickers
CS
UBS
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CS
GCJ23
GC00
From
MarketWatch
UBS credit outlook revised to negative by S&P on concerns about risk in Credit Suisse deal
March 20, 2023
Tickers
CS
UBS
Tags
UBS
CH:CSGN
CS
From
MarketWatch
12 Financials Stocks Moving In Monday's Intraday Session
March 20, 2023
Tickers
AIHS
BKKT
CS
FCNCA
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BZI/TFM
FRC
NYCB
From
Benzinga
10 Things Credit Suisse Is Older Than: Light Bulbs, Telephones, Radios, Sports Leagues And More
March 20, 2023
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CS
DIA
F
NBA
Tags
NHL
Benzinga
World War II
From
Benzinga
Nasdaq Turns Higher; Credit Suisse Shares Plummet
March 20, 2023
Tickers
AZYO
CS
FL
NYCB
Tags
FL
Global
Eurozone
From
Benzinga
How The Collapse Of Credit Suisse, SVB And Signature Bank Relate To The 2008 Financial Crisis
March 20, 2023
Tickers
CS
SBNY
SIVB
UBS
Tags
UBS
Benzinga
SBNY
From
Benzinga
Saudi National Bank Hit With Over $1B In Credit Suisse Investment Losses
March 20, 2023
Tickers
CS
UBS
Tags
UBS
Trading Ideas
Benzinga
From
Benzinga
The 5 Things You Must Know From This Week’s Banking Crisis
March 20, 2023
Tickers
BAC
CS
CVBF
FRC
Tags
WAL
Market News
CVBF
From
InvestorPlace
Goldman's Rising, but Here's the Dow Stock to Watch This Week
March 20, 2023
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CS
DJI
GS
NKE
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Market News
^DJI
From
Motley Fool
#SilverSqueeze Alert: Why Are Silver Stocks Up Today?
March 20, 2023
Tickers
AG
CS
FSM
GME
Tags
AG
Today's Market
HYMC
From
InvestorPlace
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