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home
about us
Investment Approach
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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
Featured Quarterly Newsletter
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Latest News about SIVB
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What should you do if your bank closes down? People have questions after Silicon Valley Bank collapse.
March 10, 2023
Tickers
EXPGY
SIVB
Tags
SIVB
EXPGY
From
MarketWatch
Buy bank stocks now? You could get a bargain as Silicon Valley Bank collapses.
March 10, 2023
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SIVB
XLF
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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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UMBF
EBC
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From
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Short Seller Who Predicted FTX, Silvergate Capital Collapses And Shorted SVB Financial Has New Banking Target: 'A Worldwide Money Laundering Story'
March 10, 2023
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CVNA
HELE
SBNY
SI
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Trading Ideas
SI
Small Cap
From
Benzinga
Yellen says banking system ‘resilient’ as she meets regulators in response to Silicon Valley Bank closure
March 10, 2023
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SIVB
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SIVB
From
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What is a stock-trading halt and why do exchanges order them?
March 10, 2023
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COMP
DJIA
SIVB
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SIVB
From
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SVB Financial bonds sink to 31 cents on the dollar after failure of Silicon Valley Bank
March 10, 2023
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BAC
DJIA
GS
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JPM
BAC
From
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Why Is First Republic Bank (FRC) Stock Down 12% Today?
March 10, 2023
Tickers
FRC
SIVB
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FRC
Today's Market
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Bill Ackman Calls For Government Bailout Of Silicon Valley Bank 'To Protect Depositors'
March 10, 2023
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SIVB
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Top Stories
SIVB
Pershing Square
From
Benzinga
Why Regional Bank Stocks Are Getting Crushed Friday
March 10, 2023
Tickers
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PACW
SI
SIVB
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PACW
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^IXIC
From
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Why Bank Stocks Like PacWest and First Republic Are Falling Hard (Again) on Friday
March 10, 2023
Tickers
FRC
PACW
SBNY
SI
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PACW
UPST
SIVB
From
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SOFI Stock Alert: Why SoFi Is Down 10% Today
March 10, 2023
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JPM
SI
SIVB
SOFI
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SOFI
JPM
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Why Are Stocks Down Today?
March 10, 2023
Tickers
GS
MS
SIVB
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SIVB
Market News
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SIVB Stock Alert: The FDIC Has Taken Over Silicon Valley Bank. What Comes Next?
March 10, 2023
Tickers
SIVB
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SIVB
NASDAQ:SIVB
From
InvestorPlace
SVB Financial: What Went Wrong, and What Happens Next?
March 10, 2023
Tickers
SIVB
XLF
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XLF
SIVB
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U.S. runs February budget deficit of $262 billion
March 10, 2023
Tickers
SIVB
SPX
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BX:TMUBMUSD10Y
SIVB
SPX
From
MarketWatch
Sunrun Down Over 10% On Silicon Valley Bank Exposure: What Other Companies Are Exposed?
March 10, 2023
Tickers
CMRX
CS
JPM
RUN
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Penny Stocks
Analyst Color
RUN
From
Benzinga
Watch Out For These ETFs As SVB Financial Bleeds Today
March 10, 2023
Tickers
BPAY
IAT
KBWB
SIVB
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IAT
BPAY
SIVB
From
Benzinga
Silicon Valley Bank branches closed down by regulator with FDIC named receiver
March 10, 2023
Tickers
SIVB
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SIVB
From
MarketWatch
Why Western Alliance Stock (WAL) Is Down 40% Today
March 10, 2023
Tickers
SIVB
WAL
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WAL
Benzinga
Market News
From
Benzinga
Silicon Valley Bank collapse a cautionary tale, says New Constructs
March 10, 2023
Tickers
JPM
SIVB
Tags
JPM
SIVB
From
MarketWatch
Bank ETFs fall amid concerns over SVB and ‘crack’ in financial system after rate hikes
March 10, 2023
Tickers
COMP
DJIA
KBE
KBWB
Tags
BX:TMUBMUSD06M
KBE
DJIA
From
MarketWatch
SVB Financial’s surprise deposit drop causes mayhem with Silicon Valley lender
March 10, 2023
Tickers
SIVB
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SIVB
From
MarketWatch
EXCLUSIVE: Jim Cramer Recommended SVB Financial In February, An Example Of 'His Reverse Midas Touch'
March 10, 2023
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F
LJIM
SIVB
SJIM
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Specialty ETFs
banks
bank stocks
From
Benzinga
FDIC Takes Over Silicon Valley Bank: Here Are The Details
March 10, 2023
Tickers
JPM
SIVB
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Legal
M&A
Silicon Valley Bank
From
Benzinga
Financial-system risks put a smaller March rate hike by Federal Reserve back in play
March 10, 2023
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COMP
DJIA
SIVB
SPX
Tags
BX:TMUBMUSD10Y
DJIA
BX:TMUBMUSD02Y
From
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Why Bitcoin, Ethereum, and Solana Are Crashing Today
March 10, 2023
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BITCOMP
BTC
ETH
SIVB
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bitcoin
ETH
Recent Press Releases
From
Motley Fool
Stocks React To February Jobs Report: The Winners And Losers
March 10, 2023
Tickers
ARLO
ASRT
BIRD
BNGO
Tags
BIRD
GPS
MCRB
From
Benzinga
Halted Stocks Alert: Nasdaq Halts Trading in SVB Financial (SIVB) Stock
March 10, 2023
Tickers
JNJ
RBLX
SIVB
Tags
SIVB
Market News
RBLX
From
InvestorPlace
Bank Stocks Continue to Fall Following Silicon Valley Bank (SIVB) Fiasco
March 10, 2023
Tickers
BAC
C
JPM
SIVB
Tags
NASDAQ:SIVB,NYSE:C,NYSE:BAC,NYSE:JPM
JPM
BAC
From
InvestorPlace
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