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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
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Client Information
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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US Banking Sector Sees Fourth Consecutive Day Of Losses After Q4 Earnings Release
January 12, 2024
Tickers
BAC
BK
C
CFG
Tags
Stories That Matter
CFG
C
From
Benzinga
Top Bank Stock Picks For 2024: 'Valuations Are At 50% Discount To S&P 500,' Analysts Say
January 04, 2024
Tickers
BK
C
CFR
ECON
Tags
KRE
XLF
Analyst Note
From
Benzinga
3 Financial Stocks Set to Outperform the Market in 2024
January 03, 2024
Tickers
BAC
CMA
MS
WAL
Tags
WAL
NYSE:WAL,NYSE:BAC,NYSE:CMA,NYSE:MS
CMA
From
InvestorPlace
ETF Winners And Losers: Mid-Cap Returns - Sustainability Fund Up Big, Fund Linked To Japan's Economy Drops
December 18, 2023
Tickers
AMLP
DXJ
ENPH
ET
Tags
Benzinga
WAL
AMLP
From
Benzinga
Analyst Ratings for Western Alliance
December 15, 2023
Tickers
WAL
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
Truist Securities Maintains Buy Rating for Western Alliance: Here's What You Need To Know
December 15, 2023
Tickers
WAL
Tags
Benzinga
WAL
BZI/AAR/UPDATE
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
November 24, 2023
Tickers
AFRM
C
COIN
GS
Tags
OSCR
TFC
Market News
From
Benzinga
KBW spotlights East West Bancorp, Webster Bank and Western Alliance as offering growth and value in tough year for bank stocks
November 22, 2023
Tickers
BKX
BPOP
CMA
COLB
Tags
SPX
MTB
WTFC
From
MarketWatch
JPMorgan’s and PNC’s mixed outlook on net interest income draws attention from analyst after industry gathering
November 06, 2023
Tickers
BK
FHN
FITB
GS
Tags
FITB
WAL
STT
From
MarketWatch
Bank Stocks Hit Historic 80-Year Low Vs. S&P 500: Analyst Sees Bear Market Bounce As Fed Rates Peak
November 06, 2023
Tickers
BK
EWBC
FITB
GS
Tags
EWBC
FITB
WAL
From
Benzinga
Bill Gross Sees 'Extraordinary Long-Term Value' in Regional Banks: 3 ETFs To Watch
October 31, 2023
Tickers
CBSH
CFR
FHN
IAT
Tags
SNV
Bill Gross
PNC
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
October 23, 2023
Tickers
BAC
C
COIN
JPM
Tags
WAL
Benzinga
KEY
From
Benzinga
Expert Ratings for Western Alliance
October 23, 2023
Tickers
WAL
Tags
Benzinga
WAL
Market News
From
Benzinga
Western Alliance Stock Gains Following Q3 Earnings Beat - Here's A Look
October 19, 2023
Tickers
WAL
Tags
Benzinga
WAL
why it's moving
From
Benzinga
Wall Street Set For Mixed Open As Tesla's Q3 Blow Blunts Netflix Earnings Cheer: Analyst Sees 'Sustainable' S&P 500 Recovery Off This Support Level
October 19, 2023
Tickers
ALK
AVGO
BX
CSX
Tags
Patrick Harker
Adam Turnquist/
UNP
From
Benzinga
S&P 500 futures extend losses as Treasury yield nears 5%, Powell speech looms
October 19, 2023
Tickers
BX
COMP
CSX
DJIA
Tags
YM00
SPX
FCX
From
MarketWatch
Western Alliance's Earnings Outlook
October 18, 2023
Tickers
WAL
Tags
Earnings
Market News
Benzinga
From
Benzinga
September Jobs report sets stage for regional-bank stock underperfomance as yields resume run-up
October 06, 2023
Tickers
AX
BAC
BKX
C
Tags
USB
AX
FITB
From
MarketWatch
Wells Fargo Analyst Downgrades ASB, BANC, FIBK, FHN Citing Interest Rate Pressures And Credit Risks
October 05, 2023
Tickers
ASB
BANC
EWBC
FHN
Tags
Market News
FIBK
News
From
Benzinga
Wells Fargo downgrades four regional banks and highlights four top names in analyst shift
October 04, 2023
Tickers
ASB
BANC
EWBC
FHN
Tags
FNB
WAL
PACW
From
MarketWatch
Stocks To Watch If Interest Rates Start To Fall
October 03, 2023
Tickers
ASAN
BAC
CCI
JPM
Tags
General
UPST
Market News
From
Benzinga
Bank stocks outpace broad market into the red as higher bond yields impact the value of their portfolios
October 03, 2023
Tickers
AX
BKX
EWBC
KRE
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TROW
SYF
BKX
From
MarketWatch
10 Financials Stocks Whale Activity In Today's Session
October 03, 2023
Tickers
APAM
AXP
BAC
BX
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Options
AXP
APAM
From
Benzinga
Analyst Ratings for Western Alliance
September 27, 2023
Tickers
WAL
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
3 Stocks to Buy Now if You Think Fed Rate Cuts Are Still Coming
September 18, 2023
Tickers
CVNA
TOL
WAL
Tags
TOL
Stocks to Buy
NYSE:WAL,NYSE:TOL,NYSE:CVNA
From
InvestorPlace
Fed Pushes For Regional Banks To Improve Liquidity, Address Tech Flaws After Silicon Valley's Failure
August 30, 2023
Tickers
CFG
FCNCA
FITB
HBAN
Tags
ZION
regional banks
MTB
From
Benzinga
The Latest Analyst Ratings for Western Alliance
August 25, 2023
Tickers
WAL
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
What's Going On With Western Alliance Stock (WAL)?
August 22, 2023
Tickers
WAL
Tags
Market News
News
why it's moving
From
Benzinga
Why Western Alliance Stock (WAL) Is Down 5% Today
August 15, 2023
Tickers
WAL
Tags
Benzinga
WAL
News
From
Benzinga
Why Western Alliance Stock (WAL) Is Falling
August 08, 2023
Tickers
WAL
Tags
News
why it's moving
Market News
From
Benzinga
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