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home
about us
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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
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Additional Information
Sample Portfolio
Back Dated Performance Reports
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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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'Inundated with requests': Digital currency firms look to Swiss banks after crypto-friendly lenders fail
March 21, 2023
Tags
Signature Bank
Markets
Software
From
CNBC.com News
Keep Your Money Safe from Failing Banks
March 21, 2023
Tickers
SVB
Tags
Wyoming
Dirticoin
Cryptocurrency
From
PRLog
The Fed is likely to hike rates by a quarter point but it must also reassure it can contain a banking crisis
March 21, 2023
Tags
Market Insider
SVB Financial Group
stocks
From
CNBC.com News
Op-ed: ESG investing and 2018 change in bank laws didn't cause Silicon Valley Bank to collapse, says former Sen. Heitkamp
March 21, 2023
Tags
Politics
Regulations
Banks
From
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CNBC Daily Open: First Republic Bank is trying to save itself
March 21, 2023
Tags
Credit Suisse Group AG
UBS Group AG
Interest Rates
From
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Republicans request Fed and FDIC oversight records for failed Silicon Valley Bank and Signature Bank
March 20, 2023
Tags
Politics
White House
Breaking News: Politics
From
CNBC.com News
What happens during a ‘credit crunch’ — and how you can prepare for one
March 20, 2023
Tags
U/S/ Economy
Credit Cards
Loans
From
CNBC.com News
Signature Bank's Crypto-Related $4B Deposits Will Be Returned To Customers: What Else Is Planned?
March 20, 2023
Tags
FDIC
Cryptocurrency
crypto market
From
Benzinga
Stocks making the biggest moves premarket: First Republic, UBS, Enphase Energy
March 20, 2023
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stocks
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Zions Bancorporation NA
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'Shotgun wedding': What the UBS rescue of Credit Suisse means for global markets
March 20, 2023
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UBS Group AG
US Economy
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From
CNBC.com News
Treasury yields decline as investors weigh UBS’ takeover of Credit Suisse
March 20, 2023
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Treasurys
Corporate stock
Regional banking
From
CNBC.com News
New York Community Bancorp Unit To Buy Deposits, Certain Assets Of Signature Bank: FDIC
March 20, 2023
Tickers
NYCB
SBNY
Tags
News
M&A
Signature Bank
From
Benzinga
Keep Calm! Warren Buffett — The Big Daddy Of Investments — Rumored To Step In To Stem Banking Crisis
March 19, 2023
Tickers
BAC
BRK-A
FRC
JPM
Tags
JPM
Benzinga
first republic bank
From
Benzinga
UBS offers to buy Credit Suisse for up to $1 billion, the Financial Times reports
March 19, 2023
Tags
Europe News
Signature Bank
Markets
From
CNBC.com News
Fail or sale? What could be next for stricken Credit Suisse
March 18, 2023
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Europe Economy
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Markets
From
CNBC.com News
House committee calls Fed, FDIC officials to testify in its first hearing on bank failures
March 17, 2023
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Congress
US Economy
US Top News and Analysis
From
CNBC.com News
Fed loans, account guarantees helped stabilize 'deposit flows' at regional banks, Treasury official says
March 17, 2023
Tags
Signature Bank
Politics
First Republic Bank
From
CNBC.com News
Some Equifax settlement checks bounced due to 'clerical error' at failed Signature Bank
March 17, 2023
Tags
Investment strategy
Personal finance
Banks
From
CNBC.com News
Yellen says uninsured deposits may be at risk in future bank failures. Here’s how FDIC coverage works
March 17, 2023
Tags
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Savings
From
CNBC.com News
Why bank runs like the SVB collapse happen: 'It's like a mass delusion that becomes a reality'
March 17, 2023
Tags
SVB Financial Group
Make It
Make It / Money
From
CNBC.com News
Biden calls on Congress to tighten rules to claw back executive pay, levy penalties in bank failures
March 17, 2023
Tags
White House
Politics
Congress
From
CNBC.com News
Why our brains are hard-wired for bank runs like those that toppled SVB, Signature
March 17, 2023
Tags
Finance
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Signature Bank
From
CNBC.com News
Fitch says banks in Asia are resilient to risks seen in U.S. bank failures
March 17, 2023
Tags
Banks
Signature Bank
World Markets
From
CNBC.com News
Jim Cramer says the banking crisis is fighting inflation for Powell and the Fed
March 16, 2023
Tags
Investing
Mad Money
Business News
From
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Group of financial institutions in talks to deposit about $20 billion in First Republic, sources say
March 16, 2023
Tags
Investment strategy
U/S/ Markets
Breaking News: Markets
From
CNBC.com News
Silicon Valley Bank ex-CEO backed Big Tech lobbying groups that targeted Dodd Frank, sought corporate tax cuts
March 16, 2023
Tags
Signature Bank
Campaign Finance
Politics
From
CNBC.com News
Amid Banking Crisis, This Regional Bank Is Scheduled To Pay A Whopping $28/Share Dividend This Month
March 16, 2023
Tickers
CHRD
CS
FMBL
SIVB
Tags
CS
Benzinga
SIVB
From
Benzinga
Yellen says U.S. banking system is 'stable' and deposits 'remain safe' following failure of SVB, Signature
March 16, 2023
Tags
US: News
White House
Congress
From
CNBC.com News
First Republic falls 25% as regional bank stocks continue to sink
March 16, 2023
Tags
Credit Suisse Group AG
PacWest Bancorp
U/S/ Markets
From
CNBC.com News
A recession could come sooner on cooling bank lending
March 15, 2023
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Markets
Signature Bank
Investing
From
CNBC.com News
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