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Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Yield Difference
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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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Total Asset Fund (TAF)
TAF sm Program
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EVENTS
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Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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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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Credit Suisse shares fall to cap its worst week since 2008 financial crisis
March 17, 2023
Tickers
CS
Tags
CH:UBSG
CS
CH:CSGN
From
MarketWatch
Recession fears put oil on track for worst week of 2023
March 17, 2023
Tickers
CS
FRC
Tags
CL/1
UK:BRN00
FRC
From
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S&P 500 Settles Higher, Market Volatility Decreases
March 17, 2023
Tickers
AMZN
CS
FRC
TSLA
Tags
Pre/Market Outlook
Markets
Market News
From
Benzinga
‘We need to stop this now.’ FRB support is spreading financial contagion, says Ackman.
March 17, 2023
Tickers
AAPL
AMC
BBBY
CS
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BBBY
GC00
HUBC
From
MarketWatch
U.S. stock futures edge higher after 372-point Dow rally with bank health in the spotlight
March 17, 2023
Tickers
COMP
CS
DJIA
FRC
Tags
CS
COMP
SPX
From
MarketWatch
Why Fear Level Among US Investors Is Decreasing
March 17, 2023
Tickers
AQN
CS
FRC
XPEV
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CS
Earnings
Penny Stocks
From
Benzinga
‘Not a 2008 redux,’ but BlackRock is ready for opportunities amid ‘damage’ of rate hikes and recession
March 16, 2023
Tickers
BLK
COMP
CS
DJIA
Tags
SIVB
SBNY
COMP
From
MarketWatch
3 Hot Stocks for Tomorrow: Friday Predictions for FDX, XPEV, AAPL
March 16, 2023
Tickers
AAPL
CS
FDX
NIO
Tags
NASDAQ:AAPL,NYSE:XPEV,NASDAQ:RIVN,NASDAQ:TSLA,NYSE:NIO,NYSE:FDX,NYSE:UPS,NYSE:CS
FDX
Market News
From
InvestorPlace
Why Are Energy Stocks Down Today?
March 16, 2023
Tickers
BRK-A
BRK-B
CS
CVX
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CVX
BRK/A
Market News
From
InvestorPlace
Bank sector stress may provide a bullish case for cryptocurrencies. Here’s how
March 16, 2023
Tickers
AMD
BITI
BITO
BTF
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SQ
SI
PYPL
From
MarketWatch
First Republic Rallies As Major US Banks Pledge Assistance To Calm Markets
March 16, 2023
Tickers
BAC
C
CS
FRC
Tags
Penny Stocks
Janet Yellen
C
From
Benzinga
Why Are Stocks Up Today?
March 16, 2023
Tickers
CS
FRC
JPM
MS
Tags
CS
Today's Market
NASDAQ:SIVB,NYSE:CS,NYSE:FRC,NYSE:JPM,NYSE:MS
From
InvestorPlace
Data Watch: Bank Uncertainty Continues, but Signals on Jobs, Housing, Tech Shed New Light
March 16, 2023
Tickers
CS
FDX
GOOGL
Tags
TD Ameritrade
Market News
Benzinga
From
Benzinga
Regulator Knew Days Before SVB Collapse That $620 Billion In Losses Lurked In Financial System
March 16, 2023
Tickers
CS
FRC
WAL
Tags
WAL
Penny Stocks
Silicon Valley Bank
From
Benzinga
First Republic Bank bonds rally as big banks reportedly draw up rescue funding plan
March 16, 2023
Tickers
BAC
C
COMP
CS
Tags
JPM
FRC
BAC
From
MarketWatch
Yellen says banking system is ‘sound,’ as analysts see little chance for new laws for crisis-hit sector
March 16, 2023
Tickers
CS
DJIA
FRC
KBE
Tags
CH:CSGN
FRC
DJIA
From
MarketWatch
Amid Banking Crisis, This Regional Bank Is Scheduled To Pay A Whopping $28/Share Dividend This Month
March 16, 2023
Tickers
CHRD
CS
FMBL
SIVB
Tags
Signature Bank
CS
Silicon Valley Bank
From
Benzinga
Elon Musk Frets As Microsoft Axes AI Ethics Team, Richard Branson's Virgin Orbit Stops Ops, Credit Suisse To Borrow Up To $54B: Today's Top Stories
March 16, 2023
Tickers
AAPL
BIDU
BRK-A
BRK-B
Tags
News
OXY
MSFT
From
Benzinga
Why Is Okyo Pharma (OKYO) Stock Up 13% Today?
March 16, 2023
Tickers
BIDU
CS
OKYO
WAL
Tags
Market News
OKYO
NASDAQ:OKYO,NASDAQ:BIDU,NYSE:CS,NYSE:WAL
From
InvestorPlace
CS Stock Alert: Can $54 Billion Save Credit Suisse?
March 16, 2023
Tickers
CS
Tags
Market News
Today's Market
NYSE:CS
From
InvestorPlace
Bank Stocks Rally On 'Too Big To Fail' Narrative As Credit Suisse's Crisis Recedes
March 16, 2023
Tickers
BAC
BBVA
BLC
CS
Tags
Market News
Global
BLC
From
Benzinga
Credit Suisse Gets A Lifeline
March 16, 2023
Tickers
ASO
AUY
CS
DG
Tags
Markets
Market News
contributors
From
Benzinga
U.S. bank stocks mixed as sector remains under spotlight
March 16, 2023
Tickers
BAC
C
CS
FRC
Tags
WFC
C
CS
From
MarketWatch
First Republic Bank sinks on possible sale reports, and Credit Suisse’s stock boosted by central bank borrowing
March 16, 2023
Tickers
ADBE
BIDU
CS
DSNKY
Tags
META
VORB
SNAP
From
MarketWatch
Oil extends slide after ending at 15-month low
March 16, 2023
Tickers
CS
Tags
HOJ23
UK:BRNK23
CL/1
From
MarketWatch
US Stocks Poised For Mixed Start As Banking Crisis Continue To Play Out: Focus Shifts To Data, ECB Decision
March 16, 2023
Tickers
ADBE
CS
DG
FDX
Tags
Saudi National Bank
PLCE
WSM
From
Benzinga
First Republic Bank stock extends steep losses amid reports it’s considering a possible sale
March 16, 2023
Tickers
CS
FRC
JPM
SIVB
Tags
FRC
SPX
CS
From
MarketWatch
Chips, energy and an Amazon rival: Stock picks from a fund manager with three decades of experience
March 16, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
BX:TMBMKDE/02Y
AMC
BX:TMUBMUSD02Y
From
MarketWatch
S&P 500 Settles Lower Following Economic Reports, Market Volatility Increases
March 16, 2023
Tickers
AMZN
CS
MSFT
Tags
Penny Stocks
Earnings
CS
From
Benzinga
After Sparking Collapse In Credit Suisse Shares, Saudi National Bank Says Panic 'Unwarranted:' What Has Changed In 24 Hours
March 16, 2023
Tickers
CS
SIVB
Tags
Benzinga
Market News
Media
From
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