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home
about us
Investment Approach
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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
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Featured Quarterly Newsletter
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Tron's Justin Sun Wants To Buy Credit Suisse For $1.5B And Transform It Into 'Crypto-Friendly' Institution
March 19, 2023
Tickers
CS
TRON
UBS
Tags
News
CS
Market News
From
Benzinga
El-Erian Says Credit Suisse-UBS Deal 'Not Clean' But Best Of Available Options
March 19, 2023
Tickers
CS
UBS
Tags
News
Mohamed El/Erian
CS
From
Benzinga
Bitcoin, Ethereum, Dogecoin Mixed After Credit Suisse Deal: Balaji Srinivasan Sees Banking Crisis Boosting Apex Crypto To $1M
March 19, 2023
Tickers
BITCOMP
COIN
CS
USD-BITSTAMP
Tags
Ethereum
bitcoin
COIN
From
Benzinga
Credit Suisse Bondholders Angry As $17B Of AT1 Debt To Be Written Down To Zero: What It Means
March 19, 2023
Tickers
CS
UBS
Tags
News
CS
Market News
From
Benzinga
US Futures Rebound After Global Central Banks Intervene In Coordinated Action To Ease Liquidity Strain
March 19, 2023
Tickers
CS
FRC
GS
QQQ
Tags
Trading Ideas
Market News
CS
From
Benzinga
U.S. stock-market futures edge higher after historic deal to rescue Credit Suisse
March 19, 2023
Tickers
COMP
CS
DJIA
FRC
Tags
CS
SPX
BX:TMUBMUSD02Y
From
MarketWatch
Global Central Banks Announce Coordinated Action As Banking Crisis Deepens: What Investors Should Know Ahead Of Trading Week
March 19, 2023
Tickers
CS
UBS
Tags
UBS
Benzinga
News
From
Benzinga
UBS To Buy Troubled Peer Credit Suisse For Sweetened Offer At Whopping 73% Discount: Report
March 19, 2023
Tickers
CS
UBS
Tags
News
Market News
CS
From
Benzinga
Saudis, Qataris and Norway to see big losses on UBS deal for Credit Suisse
March 19, 2023
Tickers
CS
UBS
Tags
CS
CH:CSGN
UBS
From
MarketWatch
UBS reportedly reaches deal to buy Credit Suisse for more than $2 billion
March 19, 2023
Tickers
CS
UBS
Tags
CS
CH:UBSG
CH:CSGN
From
MarketWatch
UBS Offers To Buy Credit Suisse For Up To $1 Billion, But Proposal Seen As Too Low
March 19, 2023
Tickers
CS
UBS
Tags
Penny Stocks
Credit Suisse
Market News
From
Benzinga
UBS makes $1 billion all-share offer for embattled Credit Suisse: reports
March 19, 2023
Tickers
CS
FRC
SPX
UBS
Tags
UBS
CS
SPX
From
MarketWatch
Benzinga Bulls And Bears: Tesla, Amazon, Meta And Shiba Inu Developer Admits To Big Mistake
March 18, 2023
Tickers
AMZN
CS
FRC
MCO
Tags
AMZN
META
Cathie Wood
From
Benzinga
UBS In Talks To Acquire Credit Suisse, BlackRock Denies Takeover Bid
March 18, 2023
Tickers
BLK
CS
DB
UBS
Tags
BLK
DB
Credit Suisse
From
Benzinga
UBS and regulators rush to seal Credit Suisse takeover deal: reports
March 18, 2023
Tickers
BLK
CS
UBS
Tags
BLK
XE:DBK
CH:CSGN
From
MarketWatch
From SVB’s sudden collapse to Credit Suisse’s fallout: 8 charts show turbulence in financial markets
March 17, 2023
Tickers
BAC
C
COMP
CS
Tags
BAC
FRC
DXY
From
MarketWatch
UBS in discussions to buy Credit Suisse: report
March 17, 2023
Tickers
CS
SPX
Tags
CS
SPX
From
MarketWatch
Why Credit Suisse Tumbled This Week
March 17, 2023
Tickers
CS
Tags
Market Analysis
Market News
CS
From
InvestorPlace
VettaFi Voices On: Banks in Trouble
March 17, 2023
Tickers
ARKF
CS
FRC
IAT
Tags
CS
XLF
IJR
From
ETF Trends
First Republic Bank Tumbles, S&P 500 Volatility Continues Ahead Of Next Week's Critical Federal Reserve Meeting
March 17, 2023
Tickers
CHWY
CS
FRC
GME
Tags
banks
PTRA
Penny Stocks
From
Benzinga
Why Is Credit Suisse (CS) Stock Down 25% This Week?
March 17, 2023
Tickers
CS
FRC
KRE
SBNY
Tags
FRC
KRE
SIVB
From
InvestorPlace
What it may take to calm banking sector jitters: Time, and a Fed rate hike.
March 17, 2023
Tickers
COMP
CS
DJIA
FRC
Tags
BX:TMUBMUSD02Y
CS
SPX
From
MarketWatch
Why Are Stocks Down Today?
March 17, 2023
Tickers
BAC
C
CS
FRC
Tags
Market News
Today's Market
CS
From
InvestorPlace
10 Financials Stocks With Whale Alerts In Today's Session
March 17, 2023
Tickers
COIN
CS
FRC
HSBC
Tags
MFIN
SI
MS
From
Benzinga
One Chart Shows Why Tech Stocks Could Stage an Epic Comeback
March 17, 2023
Tickers
CS
FRC
QQQ
Tags
NYSE:CS,NYSE:FRC,Nasdaq:QQQ
FRC
QQQ
From
InvestorPlace
Here’s why volatility exploded in U.S., German bond markets amid rolling fallout from banks
March 17, 2023
Tickers
COMP
CS
DB
DJIA
Tags
BX:TMBMKDE/02Y
BX:TMUBMUSD02Y
SPX
From
MarketWatch
Analyst says banking crisis is ‘over.’ Is it too soon to invest in bank stocks?
March 17, 2023
Tickers
BKX
CS
FRC
JPM
Tags
BKX
FRC
ROKU
From
MarketWatch
Why Shares of Credit Suisse Are Falling Today
March 17, 2023
Tickers
CS
Tags
Recent Press Releases
Market News
CS
From
Motley Fool
Silicon Valley Bank fallout and worries over banking sector may prompt credit-card issuers to further tighten lending standards
March 17, 2023
Tickers
AXP
BAC
C
COF
Tags
FRC
DFS
BAC
From
MarketWatch
First Republic Bank’s stock selloff continues despite $30 billion bank boost, and Baidu shares lifted after winning driverless robotaxi permit
March 17, 2023
Tickers
BAC
BIDU
C
CS
Tags
SRPT
FDX
CS
From
MarketWatch
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