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home
about us
Investment Approach
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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After SVB failure, what lessons are there for New Mexico startups?
March 15, 2023
Tickers
INNO
Tags
Alex Greenberg
Dave Blivin
Max Myers
From
Business Journals
One of the best ways to figure out what the Fed will do next is to look at regional bank stocks
March 15, 2023
Tags
Signature Bank
The Fed
Economy
From
CNBC.com News
Financial shares fall as Credit Suisse becomes latest crisis for the sector
March 15, 2023
Tags
Investment strategy
Citigroup Inc
Credit Suisse Group AG
From
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Bitcoin is already up 50% this year — beating stocks and gold
March 15, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Internet
Economy
Meta Platforms Inc
From
CNBC.com News
Warren unveils bill to repeal Trump-era bank deregulation she says led to SVB, Signature collapses
March 14, 2023
Tags
Signature Bank
Politics
SVB Financial Group
From
CNBC.com News
SEC and Justice Department reportedly investigating SVB's collapse, including insider stock sales
March 14, 2023
Tags
Markets
stocks
Breaking News: Business
From
CNBC.com News
Should you be worried about your money, your bank or the U.S. banking system? Experts weigh in
March 14, 2023
Tags
Personal Finance
US: News
Banks
From
CNBC.com News
Inflation drops to 6%, but housing costs remain high—and the Fed is still watching 'supercore' inflation
March 14, 2023
Tags
Make It
Make It / Money
Make It / Spend
From
CNBC.com News
5 things to know before the stock market opens Tuesday
March 14, 2023
Tags
Technology
Signature Bank
Business
From
CNBC.com News
CNBC Daily Open: Banks got hammered by SVB's collapse. But the Fed might still raise rates
March 14, 2023
Tags
Markets
Interest Rates
World Markets
From
CNBC.com News
Regional bank stock plunge creating key entry point for investors, top analyst says
March 13, 2023
Tags
Corporate stock
Banks
Investing
From
CNBC.com News
'Stress like 1987': Evercore's Julian Emanuel warns Silicon Valley Bank fallout could force new market low
March 13, 2023
Tags
SVB Financial Group
Regional banking
Investment strategy
From
CNBC.com News
Regional banks are still vulnerable even with Fed on alert, Jim Cramer says
March 13, 2023
Tags
Investment strategy
Citigroup Inc
SVB Financial Group
From
CNBC.com News
CNBC Daily Open: The bank rout continues. The Fed might still raise rates anyway
March 13, 2023
Tags
Western Alliance Bancorp
Charles Schwab Corp
Economic events
From
CNBC.com News
Commercial Real Estate Loan Exposure A Concern With Collapse Of Two US Banks
March 13, 2023
Tags
Alternative investments
Silicon Valley Bank
real estate investing
From
Benzinga
Consumer inflation may have cooled in February but only slightly
March 13, 2023
Tags
Wall Street
Inflation
The Fed
From
CNBC.com News
Regulators may still try to find a buyer for Silicon Valley Bank, source says
March 13, 2023
Tags
Wall Street
Finance
Asia Markets
From
CNBC.com News
Silicon Valley Bank is the second-biggest bank crash in U.S. history—here's what it means for your money
March 13, 2023
Tags
Make It / Money
Make It
Make It / Save and Invest
From
CNBC.com News
Investing in 2023 is 'definitely going to be rocky,' advisor says. How to stay the course
March 13, 2023
Tags
Investment strategy
Personal finance
401(k) plans
From
CNBC.com News
After SVB, Signature failures, what small businesses should look for when choosing a bank
March 13, 2023
Tags
Signature Bank
Small business financing
Small Business
From
CNBC.com News
SVB crisis shows Fed needs to slow down or a 'lot more stuff is going to break,' Altimeter's Gerstner says
March 13, 2023
Tags
Silvergate Capital Corp
Signature Bank
Technology
From
CNBC.com News
Mortgage rates tumble in the wake of bank failures
March 13, 2023
Tags
Real Estate
Signature Bank
Business
From
CNBC.com News
GOP presidential contenders cast blame for Silicon Valley Bank collapse
March 13, 2023
Tags
US: News
Banks
Economy
From
CNBC.com News
Why regulators seized Signature Bank in third-biggest bank failure in U.S. history
March 13, 2023
Tags
Banks
Investing
Venture capital
From
CNBC.com News
Are your bank deposits FDIC-insured? What to know in the wake of Silicon Valley Bank, Signature Bank closures
March 13, 2023
Tags
Personal income
Signature Bank
Personal Finance
From
CNBC.com News
Charles Schwab shares head for worst day ever, drop 20% as fears of banking crisis deepen
March 13, 2023
Tags
Finance
Wall Street
Asia Markets
From
CNBC.com News
USD Coin Defies Gravity And Returns To $1 Peg After Nail-Biting Weekend
March 13, 2023
Tickers
BK
SIVB
USDC
Tags
crypto/friendly banks
USDC
Federal Reserve
From
Benzinga
'That's how capitalism works,' Biden says of SVB, Signature Bank investors who lost money in failed banks
March 13, 2023
Tags
Policy
Political Leaders
Economy
From
CNBC.com News
5 things to know before the stock market opens Monday
March 13, 2023
Tags
Signature Bank
Technology
Wells Fargo & Co
From
CNBC.com News
First Republic drops 70%, leads decline in bank stocks despite government's backstop of SVB
March 13, 2023
Tags
Bank of America Corp
First Republic Bank
JPMorgan Chase & Co
From
CNBC.com News
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