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Default Rates
What We Buy Currently
What We Normally Don’t Buy
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Why Silvergate Capital's Stock Dropped 11.4% on Friday
January 27, 2023
Tickers
SI
Tags
SI
Recent Press Releases
Market News
From
Motley Fool
Why Is Silvergate (SI) Stock Down Today?
January 27, 2023
Tickers
SI
Tags
Today's Market
Market News
Crypto & Blockchain
From
InvestorPlace
Why Bitcoin- And Ethereum-Related Stock Silvergate Capital Is Nosediving
January 27, 2023
Tickers
BITCOMP
SI
USD-BITSTAMP
Tags
SI
Markets
bitcoin
From
Benzinga
Short Squeeze Stocks: 5 Stocks Wall Street Really DOESN’T Want to Win
January 25, 2023
Tickers
CVNA
GROM
PXMD
SI
Tags
SI
GROM
STR
From
InvestorPlace
After Losing 70% of Its Deposits, Where Does Silvergate Capital Go From Here?
January 24, 2023
Tickers
SI
Tags
Market News
Recent Press Releases
SI
From
Motley Fool
Will FTX Turn Into a Regulatory Headache for Silvergate Capital or Signature Bank?
January 24, 2023
Tickers
META
SBNY
SI
Tags
SBNY
Market News
META
From
Motley Fool
Investors Thought These 2 Stocks Were Too Cheap to Resist
January 23, 2023
Tickers
DJI
JPM
SI
W
Tags
^DJI
W
^IXIC
From
Motley Fool
3 Tech Stocks to Sell in January Before They Get Torpedoed
January 23, 2023
Tickers
DOCU
MS
OPEN
SI
Tags
Stocks to Sell
NASDAQ:DOCU,NASDAQ:OPEN,NYSE:SI,NYSE:MS
Market News
From
InvestorPlace
Crypto banks borrow billions from home-loan banks to plug shortfalls
January 21, 2023
Tickers
SBNY
SI
Tags
SI
SBNY
From
MarketWatch
There Have Been Crypto Winters in the Past, but the Situation We Are in Feels Different
January 19, 2023
Tickers
BTC
COIN
SI
Tags
SI
COIN
Recent Press Releases
From
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Why Calyxt Shares Are Trading Higher By Around 116%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
January 17, 2023
Tickers
ACER
AIM
ALGS
ANGN
Tags
BBBY
CVNA
ISPO
From
Benzinga
Recession or not, Wall Street still expects inflation to produce record profit margins, with more on the way
January 17, 2023
Tickers
AMZN
BA
BAC
C
Tags
FDX
DJIA
PNC
From
MarketWatch
Why Silvergate Capital Stock Popped This Morning
January 17, 2023
Tickers
SI
Tags
Market News
SI
Recent Press Releases
From
Motley Fool
Why Is Crypto-Linked Stock Silvergate Capital Soaring Today?
January 17, 2023
Tickers
SI
Tags
Benzinga
Small Cap
Alan Lane
From
Benzinga
Earnings Scheduled For January 17, 2023
January 17, 2023
Tickers
CFG
EDU
FBK
FULT
Tags
SBNY
GS
EDU
From
Benzinga
Earnings Preview For Silvergate Capital
January 16, 2023
Tickers
SI
Tags
Earnings
Market News
SI
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
January 13, 2023
Tickers
AIG
BAC
BX
C
Tags
COIN
BX
BAC
From
Benzinga
Why Cryptocurrency Stocks Like Riot Blockchain Surged Higher Today
January 12, 2023
Tickers
ADA
BTC
ETH
RIOT
Tags
ETH
ADA
SI
From
Motley Fool
Silvergate Capital Unusual Options Activity For January 12
January 12, 2023
Tickers
SI
Tags
Market News
BZI/UOA
Benzinga
From
Benzinga
Bed Bath & Beyond may be heading for a ‘meme squeeze’
January 12, 2023
Tickers
BBBY
SI
SPX
Tags
SPX
BBBY
SI
From
MarketWatch
Silvergate Capital got $4.3 bln loan from Feds amid run on deposits: Report
January 11, 2023
Tickers
SI
Tags
SI
From
MarketWatch
7 ‘Loser’ Stocks to Short for Big Profits
January 11, 2023
Tickers
BROS
COIN
LKNCY
MA
Tags
MULN
XWELL
OCGN
From
InvestorPlace
FTX Collapse Led to Plummeting Deposits at Silvergate Capital: Here's What Investors Need to Know
January 10, 2023
Tickers
COIN
LUNA
META
SI
Tags
Recent Press Releases
COIN
META
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For January 9, 2023
January 09, 2023
Tickers
ADNT
ALBO
ALLY
AMYT
Tags
EQR
Benzinga
OI
From
Benzinga
Silvergate Capital to Cut 40% of Its Workforce. Is This the End for the Crypto Bank?
January 09, 2023
Tickers
META
SI
Tags
META
Recent Press Releases
SI
From
Motley Fool
Silvergate Capital Earnings Conference Call Is Coming Up, Here's What You Need To Know
January 09, 2023
Tickers
SI
Tags
BZI/CONF
Earnings
Market News
From
Benzinga
Why Silvergate Capital Fell 36.6% Last Month
January 07, 2023
Tickers
SI
Tags
Market News
Recent Press Releases
SI
From
Motley Fool
Why Spruce Biosciences Shares Are Trading Higher By 100%? Here Are Other Stocks Moving In Friday's Mid-Day Session
January 06, 2023
Tickers
ABVC
AEHR
AEMD
ALGS
Tags
MULN
Mid/Day Movers
Market News
From
Benzinga
What To Know About Craig-Hallum's Downgrade of Silvergate Capital
January 06, 2023
Tickers
SI
Tags
BZI/AAR/UPDATE
Market News
Analyst Ratings
From
Benzinga
Silvergate shares post big losses for second straight day as Wall Street reacts to steep drop in deposits
January 06, 2023
Tickers
SI
Tags
SI
From
MarketWatch
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