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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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
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
RSVP-Signup Form
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Moody’s serves downgrade warnings to six regional banks, including First Republic
March 14, 2023
Tickers
CMA
FRC
KBWR
SBNY
Tags
FRC
UMBF
KBWR
From
MarketWatch
Moody's Places 6 US Banks Under Review For Downgrade — Is Your Lender In This List?
March 14, 2023
Tickers
CMA
FRC
QQQ
SBNY
Tags
ZION
Federal Deposit Insurance Corporation
Federal Reserve
From
Benzinga
Regional Bank Analyst Slashes Price Targets Across The Board: 'Interest Rates Pose Significant Risk'
March 13, 2023
Tickers
ALLY
CFG
FHB
FITB
Tags
Analyst Color
NYCB
Ebrahim Poonawala
From
Benzinga
Silicon Valley VCs vow to work with SVB if a new owner is found
March 13, 2023
Tickers
FRC
PACW
WAL
ZION
Tags
FRC
ZION
PACW
From
MarketWatch
Why Bank Shares Are Trading Lower? Here Are Other Stocks Moving In Monday's Mid-Day Session
March 13, 2023
Tickers
ARDS
AUST
CALT
CIFR
Tags
IREN
MTEM
Penny Stocks
From
Benzinga
Regional banks are seeing flight of deposits to too-big-to-fail megabanks
March 13, 2023
Tickers
BAC
C
FRC
GS
Tags
FRC
C
MS
From
MarketWatch
Why Are So Many Regional Banks Getting Crushed Today?
March 13, 2023
Tickers
FRC
JPM
KRE
PACW
Tags
TFC
PACW
SIVB
From
Motley Fool
First Republic Bank, Bank of America And Other Big Stocks Moving Lower In Monday's Pre-Market Session
March 13, 2023
Tickers
BAC
CS
CUBI
FRC
Tags
SCHW
ZION
PACW
From
Benzinga
20 banks that are sitting on huge potential securities losses—as was SVB
March 10, 2023
Tickers
ALLY
BOH
BPOP
CBSH
Tags
RUA
FITB
CLBK
From
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Stocks That Hit 52-Week Lows On Friday
March 10, 2023
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WISH
WLY
WNW
WRBY
Tags
WISH
ZFOX
WSBF
From
Benzinga
Rising Interest Rates Squeeze Regional Bank Stocks: 'Banks Could Be Forced To Liquidate'
March 10, 2023
Tickers
BAC
C
FRC
JPM
Tags
Markets
C
Penny Stocks
From
Benzinga
These stocks fared the worst as Powell pushed the market down Tuesday
March 07, 2023
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AAPL
AMGN
AXP
BA
Tags
CRM
BX:TMUBMUSD02Y
ZION
From
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What To Know About JP Morgan's Downgrade of Zions Bancorp
January 25, 2023
Tickers
ZION
Tags
ZION
BZI/AAR/UPDATE
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 25, 2023
January 25, 2023
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ABNB
APA
AR
BKNG
Tags
SPWR
Upgrades
OVV
From
Benzinga
Union Pacific To Rally Over 11%? Here Are 10 Other Analyst Forecasts For Wednesday
January 25, 2023
Tickers
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BLMN
FFIV
JNJ
Tags
Pre/Market Outlook
News
SGEN
From
Benzinga
Where Zions Bancorp Stands With Analysts
January 24, 2023
Tickers
ZION
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
Earnings Scheduled For January 23, 2023
January 23, 2023
Tickers
BBCP
BKR
BMRC
BOH
Tags
EFSC
Earnings Scheduled
SFBS
From
Benzinga
Preview: Zions Bancorp's Earnings
January 20, 2023
Tickers
ZION
Tags
ZION
Earnings
BZI/EP
From
Benzinga
Barclays Revises Price Targets On These Big US Banks
January 03, 2023
Tickers
ALLY
BAC
BK
C
Tags
C
CFG
FITB
From
Benzinga
Where Zions Bancorp Stands With Analysts
December 21, 2022
Tickers
ZION
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 21, 2022
December 21, 2022
Tickers
ADPT
AIMC
AMV
APPN
Tags
SHAK
FITB
CVNA
From
Benzinga
Stocks That Hit 52-Week Lows On Monday
December 19, 2022
Tickers
RGTI
RIDE
RIOT
RKDA
Tags
TTOO
SGBX
SATL
From
Benzinga
10 Analysts Have This to Say About Zions Bancorp
December 05, 2022
Tickers
ZION
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Analyst Ratings for Zions Bancorp
December 05, 2022
Tickers
ZION
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BZI/AAR
ZION
Analyst Ratings
From
Benzinga
Expert Ratings for Zions Bancorp
December 05, 2022
Tickers
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ZION
BZI/AAR
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 5, 2022
December 05, 2022
Tickers
AKTX
ALGT
ALK
AOMR
Tags
KDNY
Upgrades
JBLU
From
Benzinga
Zions Bancorp's Ex-Dividend Date Is Wednesday, Here's What You Need To Know
November 04, 2022
Tickers
ZION
Tags
Dividends
ZION
BZI/ExDiv
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 3, 2022
November 03, 2022
Tickers
AKYA
ALKS
AVDX
BILI
Tags
KEYS
Upgrades
DEA
From
Benzinga
Wall Street's Top Analyst Just Said On Zions Bancorp; Here Are Other Picks For Tuesday From Analysts
October 26, 2022
Tickers
CRTO
DEN
MCFT
RRC
Tags
Pre/Market Outlook
News
Reiteration
From
Benzinga
What 8 Analyst Ratings Have To Say About Zions Bancorp
October 25, 2022
Tickers
ZION
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
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