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home
about us
Investment Approach
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Team Biographies
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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
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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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U.S. stock futures point higher after four losses, buoyed by Apple results
May 05, 2023
Tickers
AAPL
COMP
DJIA
PACW
Tags
DJIA
ES00
COMP
From
MarketWatch
Carvana, Apple, Coinbase and Lyft shift after earnings, and other stocks on the move
May 05, 2023
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BILL
BKNG
COIN
Tags
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YELP
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From
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Banking Crisis 2023: Before Buying or Selling Bank Stocks, Do This
May 05, 2023
Tickers
AX
CPF
LOB
NTB
Tags
Market News
AX
STNE
From
Motley Fool
Banking group asks SEC for probe after alleging abusive short-selling practices
May 05, 2023
Tickers
KRE
PACW
WAL
Tags
KRE
WAL
PACW
From
MarketWatch
The story of falling regional banks, as told in this Monty Python meme video
May 05, 2023
Tickers
KRE
PACW
WAL
Tags
KRE
PACW
WAL
From
MarketWatch
Fear & Greed Index Moves To 'Neutral' Zone After US Stocks Drop For Fourth Day
May 05, 2023
Tickers
CI
JCI
PACW
WBD
Tags
WBD
Penny Stocks
JCI
From
Benzinga
Peter Schiff Spots Great Divergence In Gold, Bank Stocks: 'Old Fortunes Will Be Lost And New Fortunes Will Be Made'
May 05, 2023
Tickers
GLD
GOLD
IAU
KGC
Tags
Banking crisis
Bullion
Equities
From
Benzinga
American Bankers Association Calls On SEC To Probe Short Selling, Abusive Practices
May 05, 2023
Tickers
PACW
WAL
Tags
The American Bankers Association
Market News
News
From
Benzinga
Cramer Says Banking Stocks Turmoil Looks Like 'Train Wreck' For Wall Street — But Market Won't Be Destroyed If Debt Ceiling Crisis Is Resolved
May 04, 2023
Tickers
PACW
QQQ
SPY
WAL
Tags
News
Market News
PACW
From
Benzinga
Apple, Carvana, Coinbase, DraftKings, Block: Why These 5 Stocks Are Drawing Investors' Attention Today
May 04, 2023
Tickers
AAPL
COIN
CVNA
DKNG
Tags
Markets
AAPL
Banking crisis
From
Benzinga
Bank stocks’ volatility draws scrutiny for potential market manipulation: report
May 04, 2023
Tickers
PACW
WAL
ZION
Tags
WAL
PACW
ZION
From
MarketWatch
KeyCorp executive buys up stock amid regional-bank selloff
May 04, 2023
Tickers
JPM
KEY
PACW
WAL
Tags
KEY
JPM
WAL
From
MarketWatch
As Bank Stocks Tank Again… Here’s What to Do Now
May 04, 2023
Tickers
JPM
PACW
WAL
ZION
Tags
ZION
JPM
Market News
From
InvestorPlace
7 Stocks to Sell as the Fed Raises Interest Rates Again
May 04, 2023
Tickers
BAC
GPS
INTC
JPM
Tags
NASDAQ:PACW,NYSE:JPM,NYSE:BAC,NYSE:GPS,NYSE:PG,NYSE:T,NASDAQ:TSLA,NYSE:V,NASDAQ:INTC
V
BAC
From
InvestorPlace
Why Synaptics Shares Are Trading Lower By 17%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
May 04, 2023
Tickers
ALLO
ARNC
ASNS
ASPN
Tags
COKE
PLNT
IPI
From
Benzinga
Cost to Borrow PacWest (PACW) Stock Doubles
May 04, 2023
Tickers
FRCB
PACW
Tags
FRCB
PACW
NASDAQ:PACW,OTCMKTS:FRCB
From
InvestorPlace
Bank stocks may need to drop at least 30% before its time to worry about the economy, says study
May 04, 2023
Tickers
DJIA
JPM
KBE
KRE
Tags
WAL
PACW
SPX
From
MarketWatch
Halted Stocks Alert: Bank Stocks PACW, WAL Face Trading Halts
May 04, 2023
Tickers
PACW
WAL
Tags
NASDAQ:PACW,NYSE:WAL
WAL
PACW
From
InvestorPlace
Why Shares of Western Alliance Bancorp, U.S. Bancorp, and KeyCorp Are Falling Today
May 04, 2023
Tickers
KEY
KRE
PACW
USB
Tags
Market News
USB
KRE
From
Motley Fool
‘Taking out the hike that just happened’: Traders ignore Powell and begin pricing in a Fed rate cut as soon as June
May 04, 2023
Tickers
COMP
DJIA
PACW
SPX
Tags
PACW
COMP
SPX
From
MarketWatch
10 Financials Stocks With Whale Alerts In Today's Session
May 04, 2023
Tickers
AIG
AXP
BOH
HBAN
Tags
Benzinga
WAL
HBAN
From
Benzinga
Spotlight Back On Regional Banks As Shares Plunge Following Fed's Latest Rate Hike
May 04, 2023
Tickers
PACW
WAL
ZION
Tags
ZION
Markets
Penny Stocks
From
Benzinga
Gold Rises Over 1%; Hyatt Earnings Miss Views
May 04, 2023
Tickers
ARNC
ASNS
EVA
GGE
Tags
H
PACW
News
From
Benzinga
Senate Committee Confronts Surge Of Bank Failures - Demands Swift Action, Stricter Regulations
May 04, 2023
Tickers
JPM
PACW
Tags
Penny Stocks
JPM
Economics
From
Benzinga
‘We are running out of time’: People have not been this worried about their bank deposits since the Great Recession, Gallup says
May 04, 2023
Tickers
COMP
DJIA
JPM
KRE
Tags
WAL
PACW
KRE
From
MarketWatch
Western Alliance Stock Bounces Back After Bank Denies Reports Of Potential Sale, Alleges Short Sellers Involved: 'Shameful And Irresponsible'
May 04, 2023
Tickers
JPM
PACW
WAL
Tags
Small Cap
Equities
WAL
From
Benzinga
Is Western Alliance (WAL) Stock on the Brink of an FDIC Death?
May 04, 2023
Tickers
PACW
WAL
Tags
Today's Market
Market News
NYSE:WAL,NASDAQ:PACW
From
InvestorPlace
Why Shares of PacWest Bancorp Crashed Today
May 04, 2023
Tickers
PACW
Tags
Market News
Recent Press Releases
PACW
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For May 4, 2023
May 04, 2023
Tickers
ABSI
BLDR
BLKB
CERE
Tags
BLDR
INCY
UPWK
From
Benzinga
First Horizon, Western Alliance, Bank of America And Wells Fargo Shares Are Selling Off: What's Going On?
May 04, 2023
Tickers
BAC
CFG
FHN
JPM
Tags
Small Cap
RF
WAL
From
Benzinga
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