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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Recent news which mentions SVB Financial Group
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Daily Digest: East Bay housing plan rejected; Threads amasses followers
July 06, 2023
Tags
Roundup
Mixpanel
Twitter
From
Business Journals
Former SVB Chief Blames Fed, Media Hype For Bank's Devastating Collapse
May 16, 2023
Tickers
SVB
Tags
SVB
Silicon Valley Bank
Silvergate Capital Corporation
From
Benzinga
Deposit pressure at Truist; 3M to cut 6,000 workers: The National Observer April 26, 2023
April 26, 2023
Tags
Berkshire Bank
American Airlines
The National Observer
From
Business Journals
Western Alliance deposit strategy; Globus Medical nears $3.1B deal: The National Observer April 25, 2023
April 25, 2023
Tags
Cisco Systems Inc/
SVB Financial Group
Amazon/com Inc/
From
Business Journals
Monday Digest: SF Ballet, SVB Financial Group lose leaders; Twitter restores some check marks
April 24, 2023
Tags
Silicon Valley Bank
Technology
San Francisco Ballet Association
From
Business Journals
Social media raises bank run risk, fueled Silicon Valley Bank’s collapse, paper says
April 24, 2023
Tags
Investment strategy
Markets
SVB Financial Group
From
CNBC.com News
Greg Becker has stepped down as SVB Financial's CEO — 6 weeks after his bank collapsed
April 21, 2023
Tags
Technology
Banking & Financial Services
SVB Financial Group
From
Business Journals
Credit unions are feeling the stress on banks, St. Pete exec says
April 21, 2023
Tags
SVB Financial Group
Banking & Financial Services
Tobias Adrian
From
Business Journals
March's bank failures show options can be tricky even when retail traders pick big winners
April 03, 2023
Tags
U/S/ Markets
Markets
Finance
From
CNBC.com News
'SVB's failure could and should have been prevented': Experts argue for better regulation and supervision by the Fed
April 03, 2023
Tags
SVB Financial Group
Economy
Banks
From
CNBC.com News
Opportunity for First Citizens Bank; Lucid Group cuts staff: The National Observer March 29, 2023
March 29, 2023
Tags
Lucid
SVB Financial Group
Microsoft Corp/
From
Business Journals
House lawmakers tear into top bank regulators in second hearing this week on SVB collapse
March 29, 2023
Tags
SVB Financial Group
Politics
Banks
From
CNBC.com News
Silicon Valley Bank customers planned to withdraw $100 billion from it the day it failed
March 28, 2023
Tags
Startups
Technology
Banking & Financial Services
From
Business Journals
First Citizen's SVB takeover; Nike's direct-to-consumer plans: The National Observer March 28, 2023
March 28, 2023
Tags
Silicon Valley Bank
The National Observer
Banking & Financial Services
From
Business Journals
CNBC Daily Open: First Citizens made a good deal
March 28, 2023
Tags
First Republic Bank
Meta Platforms Inc
Market Outlook
From
CNBC.com News
No guarantees First Citizens will hold on to SVB's jittery customers – and their deposits
March 27, 2023
Tickers
INNO
Tags
Startups
Wells Fargo & Co/
PacWest Bancorp
From
Business Journals
First Citizens takeover of SVB won't solve the bank run problem, Jim Cramer says
March 27, 2023
Tags
stocks
Business News
First Citizens BancShares Inc (Delaware)
From
CNBC.com News
Silicon Valley Bank lost $63B in deposits in the 2 weeks after regulators seized it
March 27, 2023
Tags
Technology
Startups
Banking & Financial Services
From
Business Journals
5 things to know about First Citizen's acquisition of Silicon Valley Bank
March 27, 2023
Tags
First Citizens BancShares Inc/
Venture capital
SVB Financial Group
From
Business Journals
Treasury yields rise as investors weigh banking sector developments
March 27, 2023
Tags
SVB Financial Group
Economic events
Deutsche Bank AG
From
CNBC.com News
CNBC Daily Open: SVB deposits and loans find a buyer
March 27, 2023
Tags
Credit Suisse Group AG
Regional Banks
First Citizens BancShares Inc (Delaware)
From
CNBC.com News
Bank turmoil is boosting appetite for specific sector ETFs. Here’s why
March 25, 2023
Tags
Airlines
ETF Edge
Defense
From
CNBC.com News
Despite Investors' Fears, Analysts Say Deutsche Bank Is No Credit Suisse
March 25, 2023
Tickers
CS
DB
UBS
Tags
Penny Stocks
DB
Credit Suisse
From
Benzinga
Key lawmakers say upcoming hearings on bank failures aim to boost U.S. confidence in banking sector
March 24, 2023
Tags
US Top News and Analysis
Policy
US Economy
From
CNBC.com News
'It was agony': Why SVB's collapse is especially hard as a Black founder, says CEO
March 24, 2023
Tags
Make It / Money
Entrepreneurship
SVB Financial Group
From
CNBC.com News
FDIC says it expects decisions from Silicon Valley Bank auction this weekend
March 24, 2023
Tags
SVB Financial Group
Mergers and Acquisitions
Venture capital
From
Business Journals
Silicon Valley Bank's ex-parent company is no longer based in Silicon Valley
March 23, 2023
Tags
Technology
Startups
Banking & Financial Services
From
Business Journals
Greg Becker is still SVB Financial's CEO
March 23, 2023
Tags
Technology
Banking & Financial Services
SVB Financial Group
From
Business Journals
'This is not the financial crisis': Banks are OK, but investing in them right now is risky, analysts say
March 23, 2023
Tags
Make It / Money
Make It / Save and Invest
Make It
From
CNBC.com News
'There was nothing wrong with the bank': Why some Silicon Valley CEOs don't blame SVB for its crash
March 23, 2023
Tags
Entrepreneurship
SVB Financial Group
Make It / Success
From
CNBC.com News
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