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Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Want to Buy the Dip in Regional Bank Stocks? Check These 3 Must-Know Stats Before You Do.
March 15, 2023
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MCO
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SI
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MCO
SI
SBNY
From
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March 14, 2023
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Why Shares of KeyCorp, Huntington Bancshares, and First Foundation Are Rising Today
March 14, 2023
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March 14, 2023
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March 14, 2023
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March 14, 2023
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Digital Currency Group Searches For A Lifeline As SVB And Crypto-Friendly Banks Collapse
March 14, 2023
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The 3 Best Consumer Discretionary Stocks to Buy Now
March 14, 2023
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Crypto VC Digital Currency Group Turns To New Banking Partners After SVB Financial Debacle
March 14, 2023
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BLK
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Collapse of Signature, Silvergate may create crypto liquidity issues as banks shy away from purchases
March 14, 2023
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SI
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Unstable Stablecoins: The Cryptocurrency Paradox
March 14, 2023
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Jim Cramer Named Signature Bank Among His Top Banking Stocks: Did 'Reverse Midas Touch' Strike Again?
March 13, 2023
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Benzinga
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Regional Bank Analyst Slashes Price Targets Across The Board: 'Interest Rates Pose Significant Risk'
March 13, 2023
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SoFi Stock Alert: Buy the Dip on This Fintech Darling
March 13, 2023
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Bank Stocks Alert: Are We Going Into a Depression?
March 13, 2023
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How Have Bank Failures Impacted The Outlook For Interest Rates?
March 13, 2023
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What Is A Bank Run? Understanding What Happened At SVB Amid Potential Banking Crisis
March 13, 2023
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Banking Volatility Spills Over Into Oil Market: What Investors Need To Know
March 13, 2023
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BKR
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SBNY
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SIVB
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Benzinga
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Why Is Signature Bank (SBNY) Stock Down Today?
March 13, 2023
Tickers
COIN
ROKU
SBNY
SI
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ROKU
NASDAQ:SBNY,NASDAQ:SIVB,NASDAQ:SOFI,NASDAQ:ROKU,NASDAQ:COIN,NYSE:SI
From
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Crypto exchange OKcoin pauses USD deposits following closure of Signature Bank
March 13, 2023
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SBNY
SI
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SBNY
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From
MarketWatch
Biden Addresses FDIC Bank Takeovers: 'The Banking System Is Safe'
March 13, 2023
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SBNY
SI
SIVB
SPY
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SIVB
Joe Biden
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From
Benzinga
Bank analysts reshuffle ratings in response to seismic shifts in industry
March 13, 2023
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APO
CMA
FRC
JPM
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SSB
From
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Bitcoin, Ethereum: As Volatility Persists, Here Are Crucial Support, Resistance Zones To Watch This Week
March 13, 2023
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SI
SIVB
USD-BITSTAMP
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Benzinga
Binance Flaunts Crypto Edge Over Banks With Speedy $1B Transfer: 'Took 15 Seconds And Costs $1.29'
March 13, 2023
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SBNY
SI
SIVB
Tags
Penny Stocks
Changpeng Zhao
Binance
From
Benzinga
First Republic Bank’s stock slides amid continuing jitters about regional banks
March 13, 2023
Tickers
BKX
FRC
JPM
SI
Tags
FRC
SIVB
BKX
From
MarketWatch
SVB Depositors Will Get Their Money, But Signature Bank Also Shut Down
March 12, 2023
Tickers
SBNY
SI
SIVB
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Market News
SBNY
Recent Press Releases
From
Motley Fool
Shuttered Signature Bank's Deposits, Substantial Assets Transferred To Bridge Bank By FDIC: What You Should Know
March 12, 2023
Tickers
SBNY
SI
SIVB
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SBNY
News
Markets
From
Benzinga
PNC Financial Declines A Bid On Silicon Valley Bank Assets: Report
March 12, 2023
Tickers
PNC
SBNY
SI
SIVB
Tags
SI
Markets
SBNY
From
Benzinga
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