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home
about us
Investment Approach
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Market Analysis Summary
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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
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Featured Quarterly Newsletter
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Roku Could Have $487 Million at Risk in Silicon Valley Bank Implosion. Time to Sell?
March 12, 2023
Tickers
ROKU
SIVB
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SIVB
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From
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Hedge funds and banks offer to buy deposits trapped at Silicon Valley Bank
March 11, 2023
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CZ Speculates On Government Plot To Take Down Banks; Circle Responds To SVB Fall
March 11, 2023
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Silicon Valley Bank failure could spark run on regional banks
March 11, 2023
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Bill Ackman Calls SVB Crisis A 'Break-the-Buck Moment,' Says Biden Will Be Blamed 'If This Goes Down Poorly'
March 11, 2023
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Regulations
Bill Ackman
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'Rich Dad, Poor Dad' Author Says You Should Invest In These Two Assets Amid Silicon Valley Bank's Collapse
March 11, 2023
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SI
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From
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Tech Investor Warns Of 2 Potential Systemic Risks From SVB Implosion; Fed Needs To 'Bearhug The Situation'
March 11, 2023
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David Sacks
Silicon Valley Bank
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Benzinga Bulls And Bears: Amazon, Meta, Tesla, And A Bitcoin Bull Says Dogecoin Should Be Worthless
March 11, 2023
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‘The government has about 48 hours to fix a soon-to-be-irreversible mistake’: Hedge-fund titan Bill Ackman warns some businesses may not be able to meet payroll in wake of SVB’s failure
March 11, 2023
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RBLX
ROKU
SIVB
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RBLX
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ROKU
From
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Roku Has 26% Of Cash With SVB Financial, Deposit Recovery Uncertain — 27 Other Companies With Ties To Collapsed Bank
March 11, 2023
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AMBA
CGEN
CMRX
COHU
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SIVB
ONCR
From
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Bill Ackman Says Government Has 48 Hours To Fix The SVB Mess: 'A Soon-To-Be-Irreversible Mistake'
March 11, 2023
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BAC
C
JPM
SIVB
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C
Short Sellers
Benzinga
From
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Would Musk's Twitter Bid For Troubled Silicon Valley Bank? The Billionaire Says He's 'Open To The Idea'
March 11, 2023
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SIVB
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Analyst Ratings
twitter
Benzinga
From
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SVB Financial CEO Sold $3.6M In Shares Prior To Bank's Collapse: Here Are Other Insider Sellers
March 11, 2023
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SIVB
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bank stocks
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Crypto Companies Reveal Exposure to Silicon Valley Bank Following Historic Collapse
March 11, 2023
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SVB's Implosion Gets Wall Street Talking: Cuban, Ackman, Chanos, Burry, Schiff And Krugman Respond
March 11, 2023
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SIVB
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Top Stories
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Silicon Valley Bank staff offered 45 days of work at 1.5 times salary by FDIC
March 11, 2023
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SIVB
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Benzinga Buzz: Oscars, Trump Letters, Elon Musk, Leo Messi, MrBeast, Chris Rock, Jay-Z & More
March 11, 2023
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GRAMF
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Binance And Coinbase Scramble To Halt USDC Conversions Amid Silicon Valley Bank Chaos
March 11, 2023
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COIN
SIVB
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$BNB
Cryptocurrency Exchange
From
Benzinga
Bank of England puts U.K. arm of Silicon Valley Bank into resolution- FT
March 11, 2023
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SIVB
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SIVB
From
MarketWatch
EXCLUSIVE: No, Silicon Valley Bank Collapsing Doesn't Mean The Sky Is Falling: Here's Why
March 11, 2023
Tickers
HMST
SIVB
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WAS
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Benzinga
From
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Silicon Valley Bank survived the dot-com crash and the Great Recession, but SVB was no match for Powell’s hawkish Fed.
March 10, 2023
Tickers
SIVB
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SIVB
From
MarketWatch
Silicon Valley Bank CEO Greg Becker cashed out $2 million just before the collapse
March 10, 2023
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SIVB
From
MarketWatch
Why Coinbase Global Stock Plummeted by 8% Today
March 10, 2023
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COIN
SIVB
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SIVB
Recent Press Releases
From
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Silicon Valley bites the hand that feeds it in SVB bank run
March 10, 2023
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SIVB
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SIVB
From
MarketWatch
Circle's Funds Could Be In Jeopardy As California Regulators Close Silicon Valley Bank
March 10, 2023
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BK
SI
SIVB
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SI
From
Benzinga
Y Combinator’s Garry Tan calls SVB closure an ‘extinction level event’ for startups
March 10, 2023
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SIVB
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SIVB
From
MarketWatch
S&P 500 Logs Weekly Loss As Investors Digest Latest Jobs Data
March 10, 2023
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ADBE
ECON
FDX
LEN
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LEN
UNFI
Top Stories
From
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EXCLUSIVE: Regional Banking Expert Tim Melvin On Silicon Valley Bank's Collapse — And 5 Bank Stocks Investors Can Buy Right Now
March 10, 2023
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HBNC
HMST
LCNB
NYCB
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LCNB
NYCB
SIVB
From
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SVB reminder to stock-market investors: ‘Things tend to break’ when Fed gets aggressive
March 10, 2023
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DJIA
SIVB
SPX
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DJIA
SPX
SIVB
From
MarketWatch
Halted Stocks Alert: Bank Stocks SIVB, FRC, PACW, WAL, SBNY, Face Trading Halts
March 10, 2023
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FRC
PACW
SBNY
SIVB
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FRC
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