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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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
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Financial Planning
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Client's Responsibilities
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Key Democrats back Gensler crackdown, tell crypto companies ‘comply with the law of the land’
April 27, 2023
Tags
ETHUSD
BTCUSD
From
MarketWatch
Coinbase vs. the SEC: Will their legal battle provide clarity on regulation for other crypto companies?
April 27, 2023
Tickers
COIN
ETHE
FRC
Tags
BTCUSD
COIN
ETHE
From
MarketWatch
‘I don’t understand why people are more inclined to go to bitcoin than gold’, says hedge fund billionaire Ray Dalio
April 26, 2023
Tickers
BITCOMP
MSFT
USD-BITSTAMP
Tags
BTCUSD
MSFT
bitcoin
From
MarketWatch
Bitcoin rallies as First Republic woes rekindles bank sector concerns
April 26, 2023
Tickers
BITCOMP
FRC
USD-BITSTAMP
Tags
bitcoin
BTCUSD
FRC
From
MarketWatch
‘Crypto is dead in America.’ How FTX’s collapse instigated a Biden crackdown on the digital-asset sector.
April 26, 2023
Tickers
COIN
Tags
DXY
BTCUSD
ETHUSD
From
MarketWatch
Bitcoin might benefit from U.S. debt ceiling concerns, analysts say
April 21, 2023
Tickers
BITCOMP
SPX
USD-BITSTAMP
VIX
Tags
SPX
VIX
bitcoin
From
MarketWatch
Why does the stock market rise when there’s so much bad news?
April 21, 2023
Tickers
AAPL
GS
JPM
SCHW
Tags
GS
BTCUSD
JPM
From
MarketWatch
These five synchronized assets are pointing to a ‘black swan event,’ says market veteran
April 20, 2023
Tickers
AAPL
ADBE
AMC
AXP
Tags
VIX
NIO
BX:TMUBMUSD02Y
From
MarketWatch
These five Wall Street veterans have 230 years of combined experience. Here’s why they are bearish on stocks
April 14, 2023
Tickers
COMP
DJIA
SPX
Tags
BTCUSD
DJIA
SPX
From
MarketWatch
Beware of these popular Dow heavyweights — expensive and loaded with debt, says this analyst
April 13, 2023
Tickers
AMC
AMZN
APE
BA
Tags
MMM
BX:TMUBMUSD10Y
NQ00
From
MarketWatch
“I’ve seen people do stupid things all my life”: Warren Buffett doubles down on his long held views on bitcoin and crypto
April 12, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
BTCUSD
From
MarketWatch
Left for dead, the once-popular 60/40 investment strategy is about to make a comeback
April 11, 2023
Tickers
AAPL
AMC
BABA
BBBY
Tags
YM00
DXY
HEXO
From
MarketWatch
Most Americans know about crypto, few are confident in its safety or reliability: Pew Research
April 10, 2023
Tags
BTCUSD
From
MarketWatch
Bitcoin rallies to 10-month high, as some tout crypto as a ‘safe haven’
April 10, 2023
Tickers
BITCOMP
COMP
DJIA
SPX
Tags
SPX
COMP
BTCUSD
From
MarketWatch
Hedge-fund billionaire Paul Singer still sees dangerous ‘bubble securities, bubble asset classes’ in markets
April 10, 2023
Tickers
SPX
Tags
GC00
BTCUSD
BX:TMUBMUSD02Y
From
MarketWatch
After Elon Musk’s Shiba Inu logo switch on Twitter, will memecoins make a comeback?
April 06, 2023
Tickers
AMD
BITI
BITO
BTF
Tags
MSTR
GBTC
AMD
From
MarketWatch
Bitcoin has been boosted by the banking crisis — and these two other factors, says JPMorgan strategist
April 06, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
COST
BBBY
AMC
From
MarketWatch
MicroStrategy buys $29.3 million worth of bitcoin: SEC filing
April 05, 2023
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
bitcoin
MSTR
BTCUSD
From
MarketWatch
These stocks have the edge over Wall Street, but investors are ignoring them, says Schwab strategist
March 30, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
AMC
SPY
BTCUSD
From
MarketWatch
Banks were worth owning before the SVB collapse and are even better investments now, say these strategists.
March 29, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
XX:SP500/40101015
ES00
META
From
MarketWatch
Binance CEO calls CFTC complaint ‘unexpected and disappointing’
March 28, 2023
Tags
BTCUSD
From
MarketWatch
Microstrategy pays off $205 million Silvergate loan, buys $150 million worth of bitcoin: SEC filing
March 27, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
BTCUSD
bitcoin
From
MarketWatch
Bitcoin tumbles as CFTC sues Binance for allegedly violating commodity trading laws
March 27, 2023
Tickers
BITCOMP
COIN
USD-BITSTAMP
Tags
bitcoin
BTCUSD
COIN
From
MarketWatch
The human cost of bank failures
March 24, 2023
Tickers
COIN
FRC
Tags
FRC
COIN
BTCUSD
From
MarketWatch
Binance briefly suspended spot trading after glitch. CZ says ‘Funds are #SAFU.’
March 24, 2023
Tags
BTCUSD
USDTUSD
From
MarketWatch
Coinbase’s stock catches another downgrade with SEC cloud seen as ‘overhang’
March 24, 2023
Tickers
COIN
SPX
Tags
SPX
COIN
BTCUSD
From
MarketWatch
Crypto will be ‘over’ in the U.S. if Coinbase loses battle with SEC, this industry participant says. Here’s why
March 23, 2023
Tickers
AMD
BITI
BITO
BTF
Tags
MSTR
GBTC
AMD
From
MarketWatch
Bitcoin falls after Fed chair Powell said interest rate cuts in 2023 are not likely
March 22, 2023
Tickers
BITCOMP
COMP
DJIA
SPX
Tags
SPX
COMP
BTCUSD
From
MarketWatch
Trump NFT prices climb as the former U.S. president faces possible arrest
March 21, 2023
Tags
BTCUSD
From
MarketWatch
IRS considers taxing NFT art as collectibles
March 21, 2023
Tags
BTCUSD
From
MarketWatch
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