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What We Buy Currently
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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Despite Massive Unrealized Bond Losses, Here Are 2 Reasons I'm Far Less Worried About Charles Schwab
March 16, 2023
Tickers
JPM
SBNY
SCHW
SIVB
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JPM
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SBNY
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U.S. bank stocks mixed as sector remains under spotlight
March 16, 2023
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PACW… SOFI… 5 Bank Stocks With Massive Insider Buying
March 15, 2023
Tickers
COIN
CVBF
EQBK
HOOD
Tags
PACW
NASDAQ:PACW,NYSE:JPM,NASDAQ:SOFI,NASDAQ:CVBF,NASDAQ:EQBK,NYSE:SCHW,NASDAQ:HOOD,NASDAQ:COIN,NYSE:WAL
WAL
From
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Charles Schwab CEO and other insiders scoop up nearly $5 million in stock amid selloff
March 15, 2023
Tickers
SCHW
SPX
Tags
SCHW
SPX
From
MarketWatch
Regional, Big U.S. And Global Banks Shake From SVB Collapse On Wednesday
March 15, 2023
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C
CS
FRC
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banks
JPM
SIVB
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
March 15, 2023
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BAC
C
COIN
CS
Tags
COIN
JPM
SCHW
From
Benzinga
Founders at These 7 Companies Are Loading Up on Their Stock. Should You?
March 15, 2023
Tickers
ASAN
BOSS
DISH
META
Tags
Market News
SCHW
SOFI
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Benzinga's Top Ratings Upgrades, Downgrades For March 15, 2023
March 15, 2023
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AMPL
APEI
AZUL
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BZI/Ratings
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Cash in your brokerage account may be costing you thousands
March 15, 2023
Tickers
BAC
LPLA
MS
SBNY
Tags
SIVB
LPLA
SCHW
From
MarketWatch
Nasdaq, S&P Futures Plunge As Credit Suisse Crisis Deepens, Bringing Banks Back In Spotlight
March 15, 2023
Tickers
ADBE
CS
FIVE
FRC
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Trading Ideas
Small Cap
From
Benzinga
Is your money safe? Where should you put your cash after Silicon Valley Bank closure? Financial advisers offer some tough love.
March 15, 2023
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DJIA
SCHW
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SCHW
DJIA
From
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CEO Walt Bettinger Just Bought Charles Schwab (SCHW) Stock
March 14, 2023
Tickers
SCHW
SIVB
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Today's Market
SIVB
SCHW
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This Is What Whales Are Betting On Charles Schwab
March 14, 2023
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Options
Benzinga
BZI/UOA
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Ken Griffing Backed Citadel Advisors Discloses 5.3% Stake in Western Alliance Bank
March 14, 2023
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SBNY
SCHW
WAL
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why it's moving
Benzinga
Trading Ideas
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10 Financials Stocks With Whale Alerts In Today's Session
March 14, 2023
Tickers
BX
C
FRC
JPM
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UPST
C
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Why Are Bank Stocks KEY, WAL, SCHW, FITB, HBAN, TFC Up Today?
March 14, 2023
Tickers
FITB
FRC
HBAN
KEY
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NYSE:FRC,NASDAQ:SCHW,NYSE:WAL,NYSE:KEY,NYSE:TFC,NASDAQ:FITB,NASDAQ:HBAN
TFC
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First Republic leads big rally in regional banks, while United Airlines dips on profit warning
March 14, 2023
Tickers
APO
BG
CS
FRC
Tags
ZION
APO
BG
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'Big Short' Investor Michael Burry On Current Banking Crisis, 'I Am Not Seeing True Danger Here'
March 13, 2023
Tickers
BAC
FRC
JPM
MS
Tags
SCHW
Market News
FRC
From
Benzinga
Bank debt swoons as Fed moves to contain fallout from SBV, Signature Bank collapses
March 13, 2023
Tickers
ALLY
BAC
COMP
DJIA
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BAC
PNC
DJIA
From
MarketWatch
Jim Cramer Named Signature Bank Among His Top Banking Stocks: Did 'Reverse Midas Touch' Strike Again?
March 13, 2023
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BK
FRC
LJIM
SBNY
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Trading Ideas
SJIM
FRC
From
Benzinga
This Year’s 5 Top InvestorPlace.com Stock Pickers
March 13, 2023
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AI
AMC
AMD
BBBY
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ZG
MULN
SOFI
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Why Bank Shares Are Trading Lower? Here Are Other Stocks Moving In Monday's Mid-Day Session
March 13, 2023
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ARDS
AUST
CALT
CIFR
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FITB
UMBF
HYMC
From
Benzinga
The Bull And Bear Case On Charles Schwab: Are Shares Trading At Attractive Price Point Or Could This Be The Next Silicon Valley Bank?
March 13, 2023
Tickers
SCHW
SIVB
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Craig Siegenthaler
Government
Topics
From
Benzinga
Why Is Charles Schwab Plunging on Monday?
March 13, 2023
Tickers
SCHW
SIVB
Tags
Recent Press Releases
SCHW
Market News
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For March 13, 2023
March 13, 2023
Tickers
AAP
AMED
AMGN
APD
Tags
CBT
MRK
UNFI
From
Benzinga
Why Is ROKU Stock Down Today?
March 13, 2023
Tickers
ILMN
ROKU
SCHW
SIVB
Tags
SCHW
Market News
NASDAQ:ROKU,NASDAQ:SIVB,NASDAQ:SCHW,NASDAQ:ILMN
From
InvestorPlace
Why Are Bank Stocks SCHW, PACW, WAL, BAC, WFC, CS, GS, ALLY Down Today
March 13, 2023
Tickers
ALLY
BAC
CS
FRC
Tags
SCHW
Market News
FRC
From
InvestorPlace
5 Investors Betting Big on Charles Schwab (SCHW) Stock
March 13, 2023
Tickers
BLK
C
JPM
SCHW
Tags
Today's Market
SCHW
Market News
From
InvestorPlace
Charles Schwab stock is down 19% Monday, Here’s why the company thinks Wall Street is being unfair.
March 13, 2023
Tickers
SBNY
SCHW
SIVB
Tags
SIVB
SBNY
SCHW
From
MarketWatch
Why Bank Stock Investors Are Still Scared
March 13, 2023
Tickers
BAC
DJI
FRC
PACW
Tags
^DJI
WAL
Market News
From
Motley Fool
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