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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
Services, Fees and Compensation
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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
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Jim Cramer Asks How Long Crypto Will Continue To Trade 'With Nasdaq' And Not With Silvergate
March 07, 2023
Tickers
SI
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Market News
News
Media
From
Benzinga
Crypto Chaos: FDIC Officials Swarm Silvergate Capital In Desperate Bid To Avoid Shutdown
March 07, 2023
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Kraken Severs Ties With Silvergate Amid Insolvency Concerns
March 07, 2023
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March 07, 2023
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Silvergate Exchange Shutdown: Are Stablecoins Becoming The New Crypto Kings?
March 07, 2023
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SI
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$USDT
USD payment
Benzinga
From
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Bitcoin, Ethereum, Dogecoin Rise As Silvergate Fears Ebb: Analyst Says Apex Crypto Will 'Peak' Unless Fed's Powell Pulls A Surprise
March 06, 2023
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SI
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Benzinga
White House Responds To Silvergate Collapse, Here's What President Biden Wants Congress To Do
March 06, 2023
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From
Benzinga
Crypto traders may lean toward stablecoins after Silvergate ceases crypto payments network
March 06, 2023
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SI
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From
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Kraken To Launch A Bank To Support Struggling Cryptocurrency Firms
March 06, 2023
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banks
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Why Dogecoin Is Slumping Today
March 06, 2023
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March 06, 2023
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This Silvergate Capital Analyst Expects Stock To Crash Further: Here's New Price Target
March 06, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For March 6, 2023
March 06, 2023
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March 05, 2023
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March 05, 2023
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Bitcoin Liquidity Unaffected By Silvergate Fiasco, But Market Depth Remains Low
March 05, 2023
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Bankruptcy Judge Orders Silvergate Bank To Release $9.9M To Crypto Lender BlockFi
March 03, 2023
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What is Silvergate Capital, and why does it matter?
March 03, 2023
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March 03, 2023
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March 03, 2023
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March 03, 2023
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March 03, 2023
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March 03, 2023
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March 03, 2023
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March 03, 2023
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