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 SI
Recent news which mentions SI
< Previous
1
2
3
4
5
6
7
8
9
...
22
23
Next >
Shoulder Innovations, Inc To Start Trading Tomorrow
July 30, 2025
Tickers
IPOS
SI
Tags
BZI/IPOPreview
Benzinga
Market News
From
Benzinga
Steve Cohen-Backed 24 Exchange Pulls The Plug On Spot Crypto Trading As Regulatory Pressure Intensifies
June 23, 2023
Tickers
SBNY
SI
Tags
$FTT
Regulatory Crackdown
US Securities and Exchange Commission
From
Benzinga
Coinbase CEO Brian Armstrong Is Battling for Crypto's Future
June 08, 2023
Tickers
COIN
FTT
SI
Tags
FTT
SI
COIN
From
Motley Fool
The Hidden Puppeteer: Binance's Alleged Covert Control Over Binance.US Accounts Draws Scrutiny
June 05, 2023
Tickers
SI
Tags
News
SI
crypto exchange
From
Benzinga
Binance Slams Reuters Report On Commingling Customer Funds, Skirts Denying Wrongdoings
May 23, 2023
Tickers
SEC
SI
Tags
Markets
Gary Gensler
$BUSD
From
Benzinga
Binance's Billion-Dollar Blunder? Report Says Crypto Exchange Commingled Funds
May 23, 2023
Tickers
SEC
SI
Tags
Guangying Chen
Binance
Cryptocurrency
From
Benzinga
Siemens Q2 Revenues Beat Estimates, FY23 Outlook Raised Again
May 17, 2023
Tickers
SI
SIEGY
Tags
News
SI
SIEGY
From
Benzinga
JPMorgan CEO Jamie Dimon Calls Out the Fed: Too Many Rules, Questions Reliability Of Stress Tests
May 12, 2023
Tickers
FRCB
JPM
SBNY
SI
Tags
Benzinga
Cryptocurrency
Regulations
From
Benzinga
Silvergate Capital Crumbles: Hundreds Of Jobs On The Chopping Block Starting Friday
May 11, 2023
Tickers
SI
Tags
Markets
Penny Stocks
Silvergate Capital Corporation
From
Benzinga
KRE ETF Alert: What Is Going on With the Regional Banking ETF?
May 03, 2023
Tickers
FRC
KRE
SBNY
SI
Tags
KRE
NYSEARCA:KRE,NYSE:SI,OTCMKTS:SBNY,OTCMKTS:SIVBQ,NYSE:FRC
SIVBQ
From
InvestorPlace
Customers Bancorp Benefitted From the Banking Crisis. Can It Sustain the Momentum?
May 02, 2023
Tickers
CUBI
SI
USDC
Tags
Market News
SBNY/L
SI
From
Motley Fool
3 Risky Bank Stocks to Sell Before They Implode in 2023
April 29, 2023
Tickers
CS
FINN
SI
SIVBQ
Tags
Market News
SI
Stocks to Sell
From
InvestorPlace
Short Interest Sector Focus: Financial Services Sector
April 25, 2023
Tickers
EZPW
FRBK
FRC
HCI
Tags
UPST
Benzinga
Small Cap
From
Benzinga
7 Short-Squeeze Stocks That Are Breaking All the Rules
April 20, 2023
Tickers
BIG
CVNA
NVAX
OPAD
Tags
NVAX
BIG
CVNA
From
InvestorPlace
7 Underperforming Stocks to Dump Now
April 20, 2023
Tickers
CGC
CHPT
FSR
NIO
Tags
NIO
RIVN
TTCF
From
InvestorPlace
Blaming Crypto? Banking Regulator Spills The Tea On Signature Bank Collapse
April 19, 2023
Tickers
SI
Tags
Cryptocurrency
Banking Stocks
Market News
From
Benzinga
3 Cryptos With Major Catalysts Coming in April 2023
April 18, 2023
Tickers
SI
Tags
USDC/USD
ETC/USD
CCC:ETH/USD,CCC:BTC/USD,CCC:ETC/USD,NYSE:SI,CCC:USDC/USD
From
InvestorPlace
3 High-Cyclical Growth Stocks to Buy at Their Trough
April 13, 2023
Tickers
CCB
ENPH
NET
SBNY
Tags
CCB
SIVBQ
ENPH
From
InvestorPlace
Bitcoin Has Thumped the Market by 80% in 2023. Can It Keep Going?
April 13, 2023
Tickers
BITCOMP
BTC
CS
SI
Tags
Recent Press Releases
CS
BTC
From
Motley Fool
Why Kalera Shares Are Trading Lower By Around 37%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
April 11, 2023
Tickers
ADTN
AGFY
AGRX
AKAN
Tags
Penny Stocks
GCTK
BBAI
From
Benzinga
Even Daredevils Should Avoid Silvergate Capital (SI) Stock
April 11, 2023
Tickers
SI
Tags
BTC/USD
Market News
NYSE:SI,CCC:BTC/USD
From
InvestorPlace
7 F-Rated Stocks to Sell in April
April 10, 2023
Tickers
AMD
CS
FRC
INTC
Tags
SI
FRC
Stocks to Sell
From
InvestorPlace
Big bank earnings in spotlight following historic failures: ‘Every income statement line item is in flux’.
April 09, 2023
Tickers
ACI
BLK
C
COST
Tags
SBNY
SPX
DAL
From
MarketWatch
3 Dream Retirement Stocks You Don’t Want to Miss Out On
April 05, 2023
Tickers
CSCO
JPM
SI
SIVBQ
Tags
SI
Market News
Stocks to Buy
From
InvestorPlace
Penny Drops: How Popular Tech, Meme, EV & Pot Stocks Went From Pricey To Pocket Change In 4 Charts
April 03, 2023
Tickers
AMC
BBBY
BOXD
CGC
Tags
FTCH
electric vehicles
NEGG
From
Benzinga
1 Valuable Lesson Growth Investors Learned From the SVB Collapse
April 01, 2023
Tickers
SI
Tags
SI
Recent Press Releases
Market News
From
Motley Fool
Widespread Liquidity Woes Threaten Bitcoin, Ethereum's Future — Experts Sound The Alarm
March 31, 2023
Tickers
ASIA
BITCOMP
BTC
DEFI
Tags
Benzinga
Sam Bankman/Fried
crypto market
From
Benzinga
7 Risky Stocks That Are Worth the Stretch
March 31, 2023
Tickers
AEHR
AMAM
ATLX
BBAI
Tags
MSTR
Market News
Stocks to Buy
From
InvestorPlace
Why Is Everybody Talking About Banks' Long-Term Bonds?
March 29, 2023
Tickers
CS
FCNCA
FRC
SI
Tags
Recent Press Releases
FCNCA
SIVB/Q
From
Motley Fool
Why Alibaba Shares Are Trading Higher By Over 8%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
March 28, 2023
Tickers
ALLR
BABA
BDRX
BMEA
Tags
ITCI
ALLR
Penny Stocks
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
22
23
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.