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home
about us
Investment Approach
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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
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Crypto Companies Reveal Exposure to Silicon Valley Bank Following Historic Collapse
March 11, 2023
Tickers
SI
SIVB
Tags
SI
collapse
Markets
From
Benzinga
What happened to Silvergate Capital? And why does it matter?
March 11, 2023
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SI
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Stablecoin USDC faces $3.3 billion exposure to Silicon Valley Bank
March 11, 2023
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COIN
SBNY
SI
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From
MarketWatch
Circle's Funds Could Be In Jeopardy As California Regulators Close Silicon Valley Bank
March 10, 2023
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SI
SIVB
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Cryptocurrency
Benzinga
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S&P 500 Logs Weekly Loss As Investors Digest Latest Jobs Data
March 10, 2023
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FDX
Penny Stocks
Econ #s
From
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20 banks that are sitting on huge potential securities losses—as was SVB
March 10, 2023
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ALLY
BOH
BPOP
CBSH
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CFR
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March 10, 2023
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CVNA
HELE
SBNY
SI
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SIVB
Market News
Penny Stocks
From
Benzinga
Why Regional Bank Stocks Are Getting Crushed Friday
March 10, 2023
Tickers
FRC
PACW
SI
SIVB
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Recent Press Releases
SI
FRC
From
Motley Fool
Why Bank Stocks Like PacWest and First Republic Are Falling Hard (Again) on Friday
March 10, 2023
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FRC
PACW
SBNY
SI
Tags
PACW
UPST
SIVB
From
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SOFI Stock Alert: Why SoFi Is Down 10% Today
March 10, 2023
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SIVB
SOFI
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Why JAKKS Pacific Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Friday's Mid-Day Session
March 10, 2023
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AIRG
AIRS
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10 Financials Stocks Whale Activity In Today's Session
March 10, 2023
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BX
C
CMA
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CMA
Benzinga
Options
From
Benzinga
JPMorgan Predicts Impending Disaster For Crypto Market Following Silvergate Shutdown
March 10, 2023
Tickers
SI
Tags
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Benzinga
Signature Bank
From
Benzinga
Stocks React To February Jobs Report: The Winners And Losers
March 10, 2023
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ARLO
ASRT
BIRD
BNGO
Tags
PACW
Market News
SIVB
From
Benzinga
Johnson & Johnson Layoffs 2023: What to Know About the Latest JNJ Job Cuts
March 10, 2023
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RBLX
SI
SIVB
Tags
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From
InvestorPlace
Rising Interest Rates Squeeze Regional Bank Stocks: 'Banks Could Be Forced To Liquidate'
March 10, 2023
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C
FRC
JPM
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Penny Stocks
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Roblox (RBLX) Stock Pops on Analyst Upgrade
March 10, 2023
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DOCU
RBLX
SI
SSYS
Tags
NYSE:RBLX,NYSE:SI,NASDAQ:SSYS,NASDAQ:DOCU
SI
SSYS
From
InvestorPlace
Ken Griffin’s Citadel Held a 5.5% Stake in Silvergate (SI) Stock
March 10, 2023
Tickers
SI
SIVB
Tags
NASDAQ:SI,NASDAQ:SIVB
Market News
SIVB
From
InvestorPlace
Why Michael Burry Thinks We Just Found the Next Enron
March 10, 2023
Tickers
BAC
JPM
SI
SIVB
Tags
Market News
SIVB
Today's Market
From
InvestorPlace
Silicon Valley Bank Stock Crash Explained
March 10, 2023
Tickers
SI
SIVB
Tags
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SIVB
Recent Press Releases
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Motley Fool
SVB Financial shares keep tumbling amid fears of run on the bank and Barnes & Noble Education shares soar
March 10, 2023
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BIRD
BNED
DB
DOCU
Tags
DB
SIVB
DOCU
From
MarketWatch
Why Barnes & Noble Education Shares Are Trading Higher By 25%; Here Are 20 Stocks Moving Premarket
March 10, 2023
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ADXN
AIXI
BIRD
BNED
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LUNR
ADXN
DB
From
Benzinga
Michael Burry Drops Cryptic Tweet: 'Possible Today We Found Our Enron'
March 10, 2023
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CHWY
GME
SI
SIVB
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Big banks got hammered on Thursday – but Goldman says there’s opportunity lurking.
March 10, 2023
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AMC
BBBY
DOCU
Tags
TSLA
GC00
AAPL
From
MarketWatch
U.S. stock futures ease ahead of key jobs report, with bank turmoil also in the spotlight
March 10, 2023
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COMP
DB
DJIA
KEY
Tags
KRE
DB
NQ00
From
MarketWatch
European bank stocks slide on worries over their holdings of bonds
March 10, 2023
Tickers
KRE
SI
SIVB
Tags
IE:BIRG
KRE
BX:TMUBMUSD02Y
From
MarketWatch
Is Cathie Wood Still Invested In Troubled Crypto-Linked Silvergate Stock?
March 10, 2023
Tickers
ARKF
ARKW
SI
Tags
Short Sellers
Markets
Trading Ideas
From
Benzinga
Peter Thiel-Backed Ethereum Rival Block.one Exits Silvergate Stake
March 10, 2023
Tickers
SI
Tags
Silvergate Capital
SI
Block/one
From
Benzinga
Bitcoin Tumbles Below $20K, Crypto Liquidations Cross $300M As Fear Grips Market
March 10, 2023
Tickers
BITCOMP
SI
USD-BITSTAMP
Tags
News
Market News
Top Stories
From
Benzinga
Fed Assembling Special Crypto Squad As Silvergate Collapse Unnerves Investors
March 10, 2023
Tickers
SI
Tags
$ETH
Markets
Federal Reserve
From
Benzinga
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