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 Credit Suisse
Recent news which mentions Credit Suisse
< Previous
1
2
3
4
5
Next >
UBS Trades Higher During Pre-Market After Swiss Bank Tops Earnings Estimates With $1.4B Profit In Q3
October 30, 2024
Tickers
NEWS
UBS
Tags
News
Market News
benzinga neuro
From
Benzinga
American Express To Become Sole Owner Of Swisscard As UBS Sells Its 50% Stake
October 21, 2024
Tickers
AXP
NEWS
UBS
Tags
Swisscard
M&A
Pooja Rajkumari
From
Benzinga
What's Going With UBS Shares On Wednesday?
September 11, 2024
Tickers
AVDE
AVSD
UBS
Tags
AI Generated
Global
Large Cap
From
Benzinga
UBS And Credit Suisse Swiss Unit Merger Set For July 1, Says Senior UBS Executive
June 11, 2024
Tickers
NEWS
UBS
Tags
Credit Suisse
Global
Markets
From
Benzinga
Credit Suisse Japan Wealth Unit To Be Absorbed By UBS-SuMi Venture Post Takeover
April 08, 2024
Tickers
NEWS
UBS
Tags
Credit Suisse
Global
Japan
From
Benzinga
UBS To Launch New $2B Buyback Plan Amid Credit Suisse Takeover
April 02, 2024
Tickers
NEWS
UBS
Tags
Buybacks
Zurich
Jack Ma
From
Benzinga
Jack Ma's Ant Group Beats Citadel In Bid For Credit Suisse's China Unit: Report
February 26, 2024
Tickers
NEWS
UBS
Tags
M&A
China
News
From
Benzinga
UBS Beats Q4 Earnings Estimates, Announces $1B Share Buyback Amid Credit Suisse Integration
February 06, 2024
Tickers
NEWS
UBS
Tags
buyback
Q4 Earnings
Pooja Rajkumari
From
Benzinga
Credit Suisse Slapped With $3M Fine By Singapore In Effort To Curb Financial Malpractices
December 28, 2023
Tickers
NEWS
UBS
Tags
News
UBS
Market News
From
Benzinga
This Week in ETFs: Dimensional Adds 3 Bond Funds
November 10, 2023
Tickers
BOSS
DUDE
EDUT
EWEB
Tags
Janus Henderson
Gotham
KEJI
From
ETF Trends
Chinese Dirty Money Probe Extends To UBS As Credit Suisse Goes Under The Spotlight Of Singapore Regulators
October 18, 2023
Tickers
ASIA
UBS
VFS
Tags
Markets
VFS
Credit Suisse
From
Benzinga
Chinese Origin Clients With Foreign Passports Reportedly Under Scrutiny In Singapore After $1.8M Money Laundering Fiasco
September 21, 2023
Tickers
ASIA
C
Tags
banking
Benzinga
Julius Baer Group
From
Benzinga
UBS-Owned Credit Suisse Piles Up Loss of Over $4B In Q2: Report
August 27, 2023
Tickers
UBS
Tags
Market News
UBS
Eurasia
From
Benzinga
Is Apple Stock's Risk-Reward Still Attractive After Q3 Earnings, Lighter iPhone Revenues? 'New Chapter Of How Investors View Apple'
August 04, 2023
Tickers
AAPL
TECH
UBS
Tags
Movers
Bernstein
Wedbush
From
Benzinga
Commission Investigating Credit Suisse Collapse Will Keep Files Secret For 50 Years
July 15, 2023
Tags
Credit Suisse
Market News
Swiss Society for History
From
Benzinga
UBS Reportedly Plans Major Layoffs Following Credit Suisse Acquisition
June 27, 2023
Tickers
CS
UBS
Tags
UBS
Layoffs
Large Cap
From
Benzinga
UBS CEO Says Credit Suisse Already Had Problems in 2015: "Something Wasn't Going Well"
May 13, 2023
Tickers
CS
UBS
Tags
Penny Stocks
Sergio Ermotti
Credit Suisse
From
Benzinga
HCA Healthcare Price Estimates Raised On Strong Performance And Optimistic Outlook
April 24, 2023
Tickers
HCA
Tags
Movers
Earnings
RBC Capital Markets
From
Benzinga
Why 3 State Street Analysts Believe Q1 Print Is Not As Bad As It Looks — At First Glance
April 18, 2023
Tickers
STT
Tags
Expert Ideas
Analyst Color
Reiteration
From
Benzinga
Charles Schwab Q1 Earnings Surpass Expectations, Prompting Analysts To Maintain Positive Outlook
April 18, 2023
Tickers
SCHW
Tags
Expert Ideas
Analyst Color
SCHW
From
Benzinga
As Banking Concerns Abate, Get Triple Exposure to European Equities
April 04, 2023
Tickers
EURL
Tags
Credit Suisse
Banking
leveraged & inverse channel
From
ETF Trends
UBS Prepping For Massive Layoffs Amid Credit Suisse Takeover: Report
April 02, 2023
Tickers
CS
UBS
Tags
Penny Stocks
Credit Suisse
CS
From
Benzinga
Credit Suisse Faces Possible Disciplinary Proceedings, Swiss Regulator Says
March 26, 2023
Tickers
CS
UBS
Tags
Market News
FINMA
CS
From
Benzinga
Despite Investors' Fears, Analysts Say Deutsche Bank Is No Credit Suisse
March 25, 2023
Tickers
CS
DB
UBS
Tags
Market News
CS
Top Stories
From
Benzinga
UBS Acquisition of Credit Suisse: Bye Bye AT1 Investors, Anxiety Builds Among Banks' Subordinated Bondholders
March 20, 2023
Tickers
BBAR
BCS
BNPQY
CBS
Tags
Banking Stocks
BCS
Market 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
UBS Group AG
Media
Benzinga
From
Benzinga
UBS Offers To Buy Credit Suisse For Up To $1 Billion, But Proposal Seen As Too Low
March 19, 2023
Tickers
CS
UBS
Tags
UBS
News
Top Stories
From
Benzinga
UBS In Talks To Acquire Credit Suisse, BlackRock Denies Takeover Bid
March 18, 2023
Tickers
BLK
CS
DB
UBS
Tags
UBS
Benzinga
Deutsche Bank
From
Benzinga
Banking Giant’s Future Looks to Be Hanging in the Balance
March 18, 2023
Tags
Stocks
Credit Suisse
nokta
From
Wall Street Pit
Switzerland To The Rescue: Swiss National Bank, FINMA Ready To Provide Liquidity Support For Credit Suisse
March 15, 2023
Tickers
BANK
CS
Tags
Global
bank collapse
Credit Suisse
From
Benzinga
< Previous
1
2
3
4
5
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.