Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about CS
Recent news which mentions CS
< Previous
1
2
3
4
5
6
7
8
9
...
23
24
Next >
Billionaire investor Leon Cooperman sees a ‘self-induced’ crisis and a stock picker’s market. Here’s what he’s buying.
March 20, 2023
Tickers
CS
FRC
SBNY
SIVB
Tags
SIVB
CH:UBSG
FRC
From
MarketWatch
Bitcoin at ‘redemption arc’ as banking pressures rise, says AllianceBernstein
March 20, 2023
Tickers
BITCOMP
COMP
CS
DJIA
Tags
bitcoin
SBNY
UBS
From
MarketWatch
$8 Billion In Savings? The 'Impeccable' Logic Of UBS-Credit Suisse Deal, According To One Analyst
March 20, 2023
Tickers
CS
UBS
Tags
Analyst Ratings
Price Target
Alastair Ryan
From
Benzinga
UBS Buys Credit Suisse, and Warren Buffett Might Be Looking to Buy Too
March 20, 2023
Tickers
CS
UBS
Tags
UBS
Recent Press Releases
Market News
From
Motley Fool
Credit Suisse Is Being Acquired -- Shares Are Getting Hammered
March 20, 2023
Tickers
CS
UBS
Tags
Market News
CS
UBS
From
Motley Fool
What are CoCos and why are Credit Suisse’s now worth zero?
March 20, 2023
Tickers
CS
Tags
CS
CH:CSGN
From
MarketWatch
UBS Stock Price Prediction: Why This Analyst Says UBS Is a ‘Buy’
March 20, 2023
Tickers
BBBY
CS
KRTX
NYCB
Tags
UBS
BBBY
CS
From
InvestorPlace
Why Is Karuna Therapeutics (KRTX) Stock Moving Today?
March 20, 2023
Tickers
CS
FRC
KRTX
UBS
Tags
FRC
NASDAQ:KRTX,NYSE:FRC,NYSE:UBS,NYSE:CS
UBS
From
InvestorPlace
Credit Suisse's $17B Of AT1 Debt Written Down To Zero, Richard Branson's Virgin Orbit Plans Insolvency, Court Freezes Volkswagen's Russian Assets: Today's Top Stories
March 20, 2023
Tickers
BBBY
CS
CSLLY
EADSF
Tags
VWAGY
CS
News
From
Benzinga
US Stocks Mostly Higher; Dow Surges 250 Points
March 20, 2023
Tickers
ASPN
AZYO
CS
FL
Tags
Benzinga
Eurozone
Global
From
Benzinga
7 Great Value Stocks to Buy While You Can
March 20, 2023
Tickers
ADBE
AMZN
BAC
CS
Tags
LEN
JNPR
CS
From
InvestorPlace
Why Is First Republic Bank (FRC) Stock Down 18% Today?
March 20, 2023
Tickers
BOXD
CS
FRC
LYLT
Tags
BOXD
FRC
LYLT
From
InvestorPlace
Tesla Consolidates On Declining Volume Ahead Of Fed Decision, Q1 Deliveries: A Look At The Chart
March 20, 2023
Tickers
CS
TSLA
UBS
Tags
Trading Ideas
News
CS
From
Benzinga
Is Buying Credit Suisse Good for UBS Stock?
March 20, 2023
Tickers
CS
SIVB
UBS
Tags
UBS
SIVB
NYSE:UBS,NYSE:CS,NASDAQ:SIVB
From
InvestorPlace
Why Bitcoin, Solana, and The Sandbox Surged Over the Weekend
March 20, 2023
Tickers
BITCOMP
BTC
CS
SAND
Tags
BTC
CS
bitcoin
From
Motley Fool
Why Is Credit Suisse (CS) Stock Down 57% Today?
March 20, 2023
Tickers
BOXD
CS
LYLT
SIVB
Tags
UBS
NYSE:CS,NYSE:UBS,NASDAQ:SIVB,NYSE:BOXD,NASDAQ:LYLT
Today's Market
From
InvestorPlace
Anger and tears from shocked Credit Suisse staff after historic UBS takeover
March 20, 2023
Tickers
CS
UBS
Tags
CH:CSGN
UBS
CH:UBSG
From
MarketWatch
Why Credit Suisse Stock Is Crumbling Today
March 20, 2023
Tickers
CS
UBS
Tags
Movers
why it's moving
M&A
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
March 20, 2023
Tickers
APLT
AULT
BACK
BBBY
Tags
IRNT
SNCE
Today's Market
From
InvestorPlace
Oil prices resume fall after biggest weekly drop of 2023
March 20, 2023
Tickers
CS
UBS
Tags
RBJ23
UBS
CLJ23
From
MarketWatch
Nasdaq, S&P 500 Futures See Tentative Gains As Traders React To Central Bank Interventions: Analyst Says Potential Relief Rally On Horizon
March 20, 2023
Tickers
CS
DELL
FDX
FL
Tags
Earnings
OPEN
FRC
From
Benzinga
First Republic set to open at an all-time low as U.S. banks get little or no lift from UBS-Credit Suisse tie-up
March 20, 2023
Tickers
BAC
C
CS
FRC
Tags
JPM
CS
WFC
From
MarketWatch
The $275 billion bank convertible bond market thrown into turmoil after Credit Suisse’s securities wiped out
March 20, 2023
Tickers
CS
DB
UBS
Tags
CS
CH:CSGN
UBS
From
MarketWatch
UBS Group, Credit Suisse And Other Big Stocks Moving Lower In Monday's Pre-Market Session
March 20, 2023
Tickers
AMLI
CS
DTC
FRC
Tags
big losers
CS
Market News
From
Benzinga
Investors are misreading the SVB depositor rescue, and shouldn’t be buying stocks yet, warns Morgan Stanley’s Mike Wilson
March 20, 2023
Tickers
AAPL
AMC
BBBY
CS
Tags
FRC
CH:CSGN
NYCB
From
MarketWatch
Stock futures slip, but off worst levels, as traders eye banking sector woes after Credit Suisse deal
March 20, 2023
Tickers
COMP
CS
DJIA
SPX
Tags
UBS
YM00
XX:SX7E
From
MarketWatch
Warren Buffett Has Given Wall Street Over 14 Billion Reasons to Be Cautious
March 20, 2023
Tickers
BAC
BRK-A
BRK-B
CS
Tags
Market News
^GSPC
CS
From
Motley Fool
Fed's Rate Hike Dilemma, Housing Market And Other Key Data: Benzinga's Weekly Main Street Monitor
March 20, 2023
Tickers
CS
UBS
Tags
News
Larry Summers
Market News
From
Benzinga
Credit Suisse shares slump by two-thirds after UBS deal
March 20, 2023
Tickers
CS
UBS
Tags
CH:UBSG
CS
XX:SX7E
From
MarketWatch
Former Goldman CEO Lloyd Blankfein Warns Banking Turmoil May Impact Economic Growth
March 20, 2023
Tickers
CS
FRC
GS
UBS
Tags
FRC
Top Stories
GS
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
23
24
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.