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TSL's Turnkey Operation Platform
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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
Featured Quarterly Newsletter
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‘Weren’t you a treasury secretary?’ Larry Summers gets dragged on the internet after post on SVB’s collapse
March 14, 2023
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SIVB
From
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Ken Griffin: Fed’s intervention in SVB collapse shows U.S. capitalism is ‘breaking down before our eyes’
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Grab these 5% CDs while you still can
March 14, 2023
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March 14, 2023
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March 14, 2023
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March 14, 2023
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Dogecoin Co-Founder Blasts Modern Financial Markets As 'Insane Stupidity' — Here's What Elon Musk Says
March 14, 2023
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Benzinga
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Bitcoin, Ethereum, Dogecoin Surge Amid Financial Stability Woes, Analyst Sees Apex Crypto Breaching $25K As FOMO Grips Investors
March 13, 2023
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MARA
META
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Benzinga
dogecoin
bitcoin
From
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Mark Cuban Highlights Risk Associated With 'Limited FDIC Coverage' Amid US Banking Turmoil
March 13, 2023
Tickers
SBNY
SIVB
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Benzinga
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From
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SVB and Signature Bank failed after 2 looming risks went against them — and many other banks are facing the same fate.
March 13, 2023
Tickers
SBNY
SIVB
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BX:TMUBMUSD01Y
BX:TMUBMUSD30Y
SBNY
From
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SVB’s failure proves the U.S. needs tighter banking regulations so that all customers’ money is safe
March 13, 2023
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SIVB
From
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3 Bank Stocks to Buy That Are Crushing It With AI
March 13, 2023
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JPM
KRE
RY
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RY
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SNOW
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Bank debt swoons as Fed moves to contain fallout from SBV, Signature Bank collapses
March 13, 2023
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BAC
COMP
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COMP
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Why Nu Holdings Topped the Market on Monday
March 13, 2023
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NU
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SIVB
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SIVB
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7 Stocks Getting Ready for a Major Breakdown
March 13, 2023
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ASTI
BBBY
DM
FRC
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MARA
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Multimillionaire Twitter Philanthropist Offers Huge Reward For Whistleblower In SVB Bank Collapse
March 13, 2023
Tickers
PHM
SIVB
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Bill Pulte
Topics
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From
Benzinga
Why BuzzFeed (BZFD) Stock Is Trading Lower After Hours
March 13, 2023
Tickers
BZFD
SIVB
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Benzinga
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From
Benzinga
Are PacWest Bancorp Shares Going To $27 — Or $32? Stephens And Wedbush Weigh In
March 13, 2023
Tickers
PACW
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Benzinga
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From
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Insiders Were Buying Up PacWest (PACW) Stock Ahead of Bank Stocks Crash
March 13, 2023
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SIVB
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SIVB
PACW
NASDAQ:PACW,NASDAQ:SIVB
From
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Stock Market Crash Alert: Mark Your Calendars for March 14
March 13, 2023
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NASDAQ:SIVB
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5 Investors Betting Big on Western Alliance (WAL) Stock
March 13, 2023
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BLK
ROKU
SIVB
WAL
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BLK
NYSE:WAL,NASDAQ:SIVB,NASDAQ:ROKU,CCC:USDC/USD,NYSE:BLK
From
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10 Companies That Had Tons of Money in SVB When It Collapsed
March 13, 2023
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AEHR
BILL
DGII
ENTA
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AEHR
Today's Market
ROKU
From
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Why Shares of Riot Blockchain, Marathon Digital, Hut 8 Mining, and Bitfarms Are Surging Today
March 13, 2023
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BITF
BTC
HUT
MARA
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SIVB
BTC
BITF
From
Motley Fool
World's Largest Aircraft Lessor Is Making Exciting Moves
March 13, 2023
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AER
GE
SIVB
XEL
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SIVB
AER
GE
From
Motley Fool
Why Gold Fields, First Majestic Silver, and Other Gold and Silver Stocks Surged Today
March 13, 2023
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AG
AU
EQX
FSM
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Market News
FSM
GDX
From
Motley Fool
SVB fallout likely to affect some software sales in the short term, and how startups are financed long term
March 13, 2023
Tickers
AMZN
CCOI
DOCN
KLR
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CCOI
NN
NET
From
MarketWatch
Amid bank failures, savers look to stretch federal deposit cash protection beyond $250,000
March 13, 2023
Tickers
SBNY
SIVB
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SBNY
SIVB
From
MarketWatch
Tesla Shares Downgraded On 'Macro Challenges': How The Collapse Of SVB Financial Could Impact EV Leader
March 13, 2023
Tickers
SIVB
TSLA
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Trading Ideas
bank stocks
TSLA
From
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