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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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Signature Bank Closed By Regulators, Fed Announces Backstop To Safeguard Depositors
March 12, 2023
Tickers
SBNY
SI
SIVB
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SBNY
SIVB
Market News
From
Benzinga
BAILOUT: Feds Rescue Depositors Amid SVB Bank Collapse
March 12, 2023
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From
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Fed announces new emergency loan program for banks to ease contagion risk from Silicon Valley Bank
March 12, 2023
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From
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Silicon Valley Bank depositors will get ‘all of their money,’ regulators say
March 12, 2023
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From
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Did The Simpsons Predict The Collapse Of Silicon Valley Bank? 'What Do You Mean The Bank Is Out Of Money?'
March 12, 2023
Tickers
DIS
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From
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Treasury, Fed and FDIC joint statement on SVB and Signature Bank: full text
March 12, 2023
Tickers
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From
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Is A Banking Bailout Imminent? Or A Bank Run? What We Know So Far On SVB, Regulators As Asian Open Nears
March 12, 2023
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From
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Bank Makes Bid For Silicon Valley Bank, While Bitcoin, Ethereum And USDC Rebound
March 12, 2023
Tickers
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USD-BITSTAMP
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Why Bitcoin, Ethereum, and Dogecoin Popped on SVB Rescue Rumors
March 12, 2023
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Did the Fed plant the seeds of destruction of Silicon Valley Bank?
March 12, 2023
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From
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Ron DeSantis Blames Woke Culture For Silicon Valley Bank Collapse, Reminds Him Of Financial Crisis And Bernie Madoff
March 12, 2023
Tickers
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2024 election
bank stocks
Ron DeSantis
From
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Mark Cuban Says This Key Factor Will Determine Whether SVB Fiasco Boomerangs Into A Contagion
March 12, 2023
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3 Nasdaq Stocks on Watch This Week
March 12, 2023
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Silicon Valley Bank crash: Rep. Katie Porter blames rising interest rates, and raises oversight questions
March 12, 2023
Tickers
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From
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SVB collapse means more stock-market volatility: What investors need to know
March 12, 2023
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COMP
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From
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U.K. Chancellor Jeremy Hunt Scrambles To Save Tech And Life Sciences Industries Following Silicon Valley Bank Failure
March 12, 2023
Tickers
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Markets
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From
Benzinga
Startups Tied To Silicon Valley Bank Crisis Are Fearing The Worst As Monday Looms
March 12, 2023
Tickers
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From
Benzinga
Jim Cramer Touts This Bank As 'Very Good' One Amid SVB's Collapse — A Warning Signal?
March 12, 2023
Tickers
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U.S. and U.K. regulators consider ways to help SVB depositors, FDIC auctioning assets – reports
March 12, 2023
Tickers
DJIA
FRC
JPM
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DJIA
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From
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Over 100 Investors Unite And Sign Statement In Support Of 'Trusted And Long-Time Partner' Silicon Valley Bank
March 12, 2023
Tickers
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Janet Yellen
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Benzinga
FDIC Reportedly Holds Auction For Silicon Valley Bank With Final Bids Due By Sunday
March 12, 2023
Tickers
SIVB
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Benzinga
SVB Financial Group
From
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Scaramucci Warns Of Regional Bank Runs If Fed Doesn't Act On SVB: 'Why Are We Paying All Of These Taxes?'
March 12, 2023
Tickers
SIVB
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Short Sellers
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Expert Ideas
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Benzinga
FDIC, Fed Discussing Creation Of Fund To Backstop Deposits If More Banks Fail Following SVB Collapse: Report
March 12, 2023
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SIVB
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Benzinga
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Top Stories
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Janet Yellen Says No To Silicon Valley Bank Bailout: 'We're Not Going To Do That Again'
March 12, 2023
Tickers
SIVB
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Market News
From
Benzinga
As Silicon Valley Bank concerns grow, Yellen says she has been ‘working all weekend with our banking regulators to design appropriate policies’ to address depositors
March 12, 2023
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From
MarketWatch
Home Depot Co-Founder Urges Americans To 'Wake Up' Following SVB Collapse, Says Recession May Be Here Already
March 12, 2023
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HD
SIVB
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Benzinga
SVB Financial Group
From
Benzinga
SVB's Collapse Rooted In Treasury Bets During Pandemic: 'Once It Started, There Was No Stopping It'
March 12, 2023
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E-commerce demand has slowed. FedEx’s results will show us where it stands now
March 12, 2023
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ADBE
APRN
BZFD
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FIVE
From
MarketWatch
Silicon Valley Bank Employees Offered 45 Days Of Employment At 1.5 Times Pay Following Collapse
March 12, 2023
Tickers
SIVB
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Short Sellers
Silicon Valley Bank
Global
From
Benzinga
FDIC To Begin Returning Some Uninsured SVB Deposits As Soon As Monday: Report
March 12, 2023
Tickers
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Market News
SIVB
From
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