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home
about us
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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
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
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Why Several Bank Stocks Are Getting Rocked Today
March 13, 2023
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The Bull And Bear Case On Charles Schwab: Are Shares Trading At Attractive Price Point Or Could This Be The Next Silicon Valley Bank?
March 13, 2023
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Why Silicon Valley Bank Collapsed: A Simple Explainer
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Tesla Stock Poised To Underperform Broader Market: 3 Factors Investors Should Watch Monday
March 13, 2023
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March 13, 2023
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Tech Sector Faces 'Historic Black Eye Moment:' Analyst Sees 'Major Ripple Impacts' Following SVB Implosion
March 13, 2023
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Republican Hopeful Vivek Ramaswamy Says Government's SVB Rescue Plan Incentivizes Greater Risk Taking By Banks, Depositors
March 13, 2023
Tickers
SVB
Tags
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From
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Peter Schiff Says Biden, Powell Lied: How SVB's Government-Sponsored Rescue Plan Can Hurt Taxpayers
March 13, 2023
Tickers
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From
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SVB fallout: Triangle VCs, entrepreneurs signal relief as feds move to protect depositors
March 13, 2023
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From
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Silicon Valley Bank's UK Arm Bought By HSBC For About $1
March 13, 2023
Tickers
HSBC
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From
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Bill Ackman Says Government Response To SVB Collapse Not Bailout: 'People Who Screwed Up Will Bear The Consequences'
March 13, 2023
Tickers
SVB
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Silicon Valley Bank
SVB Financial Group
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Portland CEO on SVB: 'You never think about your bank failing'
March 12, 2023
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Is A Banking Bailout Imminent? Or A Bank Run? What We Know So Far On SVB, Regulators As Asian Open Nears
March 12, 2023
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U.K. Chancellor Jeremy Hunt Scrambles To Save Tech And Life Sciences Industries Following Silicon Valley Bank Failure
March 12, 2023
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Benzinga
From
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Startups Tied To Silicon Valley Bank Crisis Are Fearing The Worst As Monday Looms
March 12, 2023
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CAMP
SIVB
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Benzinga
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Over 100 Investors Unite And Sign Statement In Support Of 'Trusted And Long-Time Partner' Silicon Valley Bank
March 12, 2023
Tickers
SIVB
Tags
Janet Yellen
Sequoia Capital
Jim Chanos
From
Benzinga
FDIC Reportedly Holds Auction For Silicon Valley Bank With Final Bids Due By Sunday
March 12, 2023
Tickers
SIVB
Tags
FDIC
SVB Financial Group
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From
Benzinga
FDIC, Fed Discussing Creation Of Fund To Backstop Deposits If More Banks Fail Following SVB Collapse: Report
March 12, 2023
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Benzinga
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From
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Home Depot Co-Founder Urges Americans To 'Wake Up' Following SVB Collapse, Says Recession May Be Here Already
March 12, 2023
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HD
SIVB
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Benzinga
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SVB's Collapse Rooted In Treasury Bets During Pandemic: 'Once It Started, There Was No Stopping It'
March 12, 2023
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SIVB
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Top Stories
News
SIVB
From
Benzinga
Silicon Valley Bank Employees Offered 45 Days Of Employment At 1.5 Times Pay Following Collapse
March 12, 2023
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SIVB
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Global
Benzinga
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FDIC To Begin Returning Some Uninsured SVB Deposits As Soon As Monday: Report
March 12, 2023
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CZ Speculates On Government Plot To Take Down Banks; Circle Responds To SVB Fall
March 11, 2023
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Bill Ackman Calls SVB Crisis A 'Break-the-Buck Moment,' Says Biden Will Be Blamed 'If This Goes Down Poorly'
March 11, 2023
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SIVB
Tags
Bill Ackman
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'Rich Dad, Poor Dad' Author Says You Should Invest In These Two Assets Amid Silicon Valley Bank's Collapse
March 11, 2023
Tickers
GOLD
SI
SILVER
SIVB
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Silver
Benzinga
SI
From
Benzinga
Tech Investor Warns Of 2 Potential Systemic Risks From SVB Implosion; Fed Needs To 'Bearhug The Situation'
March 11, 2023
Tickers
SIVB
Tags
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SIVB
From
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Roku Has 26% Of Cash With SVB Financial, Deposit Recovery Uncertain — 27 Other Companies With Ties To Collapsed Bank
March 11, 2023
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CGEN
CMRX
COHU
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Silicon Valley Bank
From
Benzinga
Crypto Companies Reveal Exposure to Silicon Valley Bank Following Historic Collapse
March 11, 2023
Tickers
SI
SIVB
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Pantera
SI
From
Benzinga
Larry Summers Says Consequences 'Severe' If Silicon Valley Bank Crisis Isn't Properly Resolved
March 11, 2023
Tags
Benzinga
Market News
Larry Summers
From
Benzinga
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