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home
about us
Investment Approach
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Firm ADV PDFs
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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
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Latest News about Silicon Valley Bank
Recent news which mentions Silicon Valley Bank
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SVB to split in two; Microsoft shelves campus expansion: The National Observer March 20, 2023
March 20, 2023
Tags
University of Pennsylvania
Banking & Financial Services
Silicon Valley Bank
From
Business Journals
Nasdaq, S&P 500 Futures See Tentative Gains As Traders React To Central Bank Interventions: Analyst Says Potential Relief Rally On Horizon
March 20, 2023
Tickers
CS
DELL
FDX
FL
Tags
Federal Open Market Committee
QQQ
Previews
From
Benzinga
SVB Collapse Drags Down NFT Trading Volume by 51%: Report
March 19, 2023
Tags
Markets
Proof
Benzinga
From
Benzinga
Report: Silicon Valley Bank's U.K. Subsidiary Handed Out Over $18M In Bonuses Days After HSBC Rescue
March 19, 2023
Tickers
HSBC
SIVB
Tags
Market News
HSBC
Bonus
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
BRK/A
BAC
Media
From
Benzinga
'Most extreme form of panic:' Tysons cyber firm RunSafe Security talks about SVB ordeal
March 17, 2023
Tickers
INNO
Tags
Inno
Silicon Valley Bank
Joe Saunders
From
Business Journals
SVB failure's impact on CRE; First Republic buyout: The National Observer March 17, 2023
March 17, 2023
Tags
Abby Corbett
Silicon Valley Bank
Susan Wachter
From
Business Journals
Multifamily Investment Came To A Halt Long Before Bank Fails
March 17, 2023
Tags
Real Estate
Alternative investments
real estate investing
From
Benzinga
Bill Ackman Says First Republic's Risk Being Spread To Largest Banks: 'Half Measures Don't Work When...'
March 17, 2023
Tickers
FRC
Tags
Market News
Janet Yellen
Benzinga
From
Benzinga
Silicon Valley Bank Merch Hits Ebay And Etsy: Yeti Mugs, Picnic Set, Ugly Sweaters And More Up For Sale
March 16, 2023
Tickers
EBAY
ETSY
SIVB
Tags
Benzinga
ETSY
Market News
From
Benzinga
Lessons from SVB, Signature Bank; Lennar Corp. cuts price to sell houses: The National Observer March 16, 2023
March 16, 2023
Tags
Silicon Valley Bank
Banking & Financial Services
National
From
Business Journals
Regulator Knew Days Before SVB Collapse That $620 Billion In Losses Lurked In Financial System
March 16, 2023
Tickers
CS
FRC
WAL
Tags
WAL
Market News
FDIC
From
Benzinga
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
Market News
Benzinga
SIVB
From
Benzinga
How Silicon Valley Bank's collapse affected local tech companies Humanly.io, ReviverMX
March 16, 2023
Tickers
INNO
Tags
Banking & Financial Services
Silicon Valley Bank
Startups
From
Business Journals
After Sparking Collapse In Credit Suisse Shares, Saudi National Bank Says Panic 'Unwarranted:' What Has Changed In 24 Hours
March 16, 2023
Tickers
CS
SIVB
Tags
CS
Penny Stocks
SIVB
From
Benzinga
Fed Money Printing To Go Overboard? JPMorgan Sees $2T Infusion Into Banking System Amid Central Bank's Move To Shore Up Liquidity
March 16, 2023
Tickers
SIVB
Tags
News
Inflation
Media
From
Benzinga
Biden Administration 'Reacted Brilliantly' To Silicon Valley Bank Collapse, Venture Capitalist Says
March 15, 2023
Tags
Covenant Venture Captial
Silicon Valley Bank
Media
From
Benzinga
Regional, Big U.S. And Global Banks Shake From SVB Collapse On Wednesday
March 15, 2023
Tickers
BAC
C
CS
FRC
Tags
BAC
SCHW
KBW Bank Index
From
Benzinga
A 'Cash Incinerating Project' Is Now Paying 14% Yield, If You Have The Stomach For It
March 15, 2023
Tickers
RUN
Tags
Mid Cap
Mary Powell
Markets
From
Benzinga
Roblox Secures $150M Government Funding After Silicon Valley Bank's Collapse
March 15, 2023
Tickers
RBLX
SIVB
TECH
Tags
Benzinga
Market News
SIVB
From
Benzinga
What SVB means for FDIC limits; Southwest CEO on what's next: The National Observer March 15, 2023
March 15, 2023
Tags
Silver Lake
National
Southwest Airlines Co/
From
Business Journals
Jim Cramer Predicts Bitcoin's Imminent Demise — Will His Record For Getting It Wrong Continue?
March 15, 2023
Tickers
BITCOMP
BTC
SIVB
USD-BITSTAMP
Tags
Markets
Market News
Benzinga
From
Benzinga
Venture capitalist Joe Maxwell: Silicon Valley Bank meltdown was 'huge wakeup call, to truly assess risk'
March 15, 2023
Tags
SVB Financial Group
FINTOP Capital
Venture capital
From
Business Journals
Dogecoin Co-Founder Takes A Dig At 'Shark Tank' Star: 'O'Leary Still Thinks FTX Is A Good Investment'
March 15, 2023
Tags
Markets
Sam Bankman/Fried
Billy Markus
From
Benzinga
Drive Capital's Chris Olsen on the shock and loss of SVB's failure
March 15, 2023
Tickers
INNO
Tags
Inno
SVB Financial Group
Venture capital
From
Business Journals
Why This Money Manager Thinks Fed's SVB Rescue Plan Could Lead To 'Much Larger' Problems
March 15, 2023
Tickers
SIVB
Tags
Economics
Federal Reserve
Silicon Valley Bank
From
Benzinga
State Governor And Presidential Hopeful Didn't Disclose Ties To Silicon Valley Bank: What Investors Should Know
March 14, 2023
Tickers
SIVB
Tags
Democrat
bank stocks
Market News
From
Benzinga
Tom Lydon Talks Banks, Equities Bargains on The Watchlist
March 14, 2023
Tickers
SPDR
Tags
the Watchlist
TD Ameritrade
Silicon Valley Bank
From
ETF Trends
Startup accelerator gener8tor endures harrowing days as its bank, SVB, fails
March 14, 2023
Tickers
INNO
Tags
Cavalier Johnson
Joe Kirgues
Inno
From
Business Journals
Startups should consider diversifying bank account holdings in wake of SVB collapse, local experts note
March 14, 2023
Tickers
INNO
Tags
Ilana Diamond
Startups
Banking & Financial Services
From
Business Journals
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