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home
about us
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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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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Credit Suisse Group American Depositary Shares
(NY:
CS
)
N/A
UNCHANGED
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Updated: 7:00 PM EDT, Jun 9, 2023
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Is the Market Reacting Too Negatively to Pinterest Earnings?
May 08, 2023
Social commerce platform Pinterest Inc. (NASDAQ: PINS) stock collapsed (25%) after its Q1 2023 earnings report. Shares have fallen (8.2%) for the year.
Via
MarketBeat
CS FINAL DEADLINE TOMORROW: ROSEN, A TRUSTED AND LEADING LAW FIRM, Encourages Credit Suisse Group AG Investors in Excess of $1MM to Secure Counsel Before Important May 8 Deadline in Securities Class Action - CS
May 07, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
CREDIT SUISSE 72 HOUR DEADLINE ALERT: Former Louisiana Attorney General and Kahn Swick & Foti, LLC Remind Investors With Losses in Excess of $1,000,000 of Lead Plaintiff Deadline in Class Action Lawsuits Against Credit Suisse Group AG - CS
May 05, 2023
From
Kahn Swick & Foti, LLC
Via
Business Wire
One Metric That Shows Bitcoin Is Becoming a Store of Value
↗
April 19, 2023
A new trend seems to be putting Bitcoin head-to-head with gold.
Via
The Motley Fool
CS FINAL DEADLINE MONDAY: ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Credit Suisse Group AG Investors in Excess of $1MM to Secure Counsel Before Important May 8 Deadline in Securities Class Action – CS
May 05, 2023
From
The Rosen Law Firm PA
Via
GlobeNewswire
The Law Offices of Frank R. Cruz Reminds Investors of Looming Deadline in the Class Action Lawsuit Against Credit Suisse Group AG (CS)
May 05, 2023
From
The Law Offices of Frank R. Cruz
Via
Business Wire
CS FINAL DEADLINE NOTICE: TOP RANKED ROSEN LAW FIRM Encourages Credit Suisse Group AG Investors in Excess of $1MM to Secure Counsel Before Important May 8 Deadline in Securities Class Action – CS
May 03, 2023
From
The Rosen Law Firm, P.A.
Via
Business Wire
CS NOTICE: ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Credit Suisse Group AG Investors with Losses in Excess of $1MM to Secure Counsel Before Important May 8 Deadline in Securities Class Action - CS
May 02, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
NYSE:CS Investor Notice: Deadline on May 8, 2023 in Lawsuit Against Credit Suisse Group AG Coming Up
↗
May 02, 2023
San Diego, CA -- (SBWIRE) -- 05/02/2023 -- The Shareholders Foundation announced that a deadline is coming up on May 8, 2023 in the lawsuit filed for certain investors of Credit Suisse Group AG...
Via
SBWire
Why Cloudflare Stock Dived by 5% on Monday
↗
May 01, 2023
Disappointing revenue guidance continues to badly affect sentiment on the stock from both investors and pundits.
Via
The Motley Fool
First Republic Folds Amid Banking Crisis, Elon Musk Expects Starship To Make Orbit On Next Launch, DOJ Probes Mastercard Over Anti-Competitive Debit-Card Practices: Today's Top Stories
↗
May 01, 2023
Benzinga
Via
Benzinga
Deutsche Bank Gears Up For Biggest Expansions In Investment Banking Space Post Credit Suisse Crumble
↗
May 01, 2023
Deutsche Bank AG (NYSE: DB) is gearing up to capitalize on the growth opportunities post-collapse of its peer Credit Suisse Group AG (NYSE: CS).
Via
Benzinga
Elon Musk Gives Dire Warning On Economy If Fed Doesn't Change Course: 'Mark My Words...'
↗
April 30, 2023
Via
Benzinga
ROSEN, A HIGHLY RECOGNIZED LAW FIRM, Encourages Credit Suisse Group AG Investors with Losses in Excess of $1 Million to Secure Counsel Before Important May 8 Deadline in Securities Class Action - CS
April 30, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
3 Risky Bank Stocks to Sell Before They Implode in 2023
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April 29, 2023
The banking crisis may not be over yet, and unlike depositors, investors in bank stocks will not be covered. These are three names to avoid.
Via
InvestorPlace
Microsoft Strikes Nware Deal to Woo European Officials Over Activision Acquisition, Lyft Lay-offs Over 1K Employees, Big Oil Earnings: Top Stories For Today
↗
April 28, 2023
Benzinga
Via
Benzinga
Credit Suisse Southeast Asia FIG Head To Join Deutsche Bank In Coming Months: Report
↗
April 28, 2023
Via
Benzinga
ROSEN, A TOP RANKED LAW FIRM, Encourages Credit Suisse Group AG Investors with Losses in Excess of $1 Million to Secure Counsel Before Important May 8 Deadline in Securities Class Action - CS
April 25, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
Kessler Topaz Meltzer & Check, LLP Announces a Securities Fraud Class Action Lawsuit Filed Against Credit Suisse Group AG (CS) and Encourages Investors with Significant Losses to Contact the Firm
April 24, 2023
From
Kessler Topaz Meltzer & Check, LLP
Via
Business Wire
US Stocks To Open lower As Tech Earnings Loom: Why This Analyst Sees Equity Market Struggling In 'Weeks, Months Ahead'
↗
April 24, 2023
Stocks futures were on the back foot to start the week as traders await earnings from a slew of high-profile tech stocks, with Meta Platforms, Inc. (NASDAQ: META), Alphabet, Inc.
Via
Benzinga
Philips, Credit Suisse And Other Big Stocks Moving Higher In Monday's Pre-Market Session
↗
April 24, 2023
U.S. stock futures traded lower this morning. Here are some big stocks recording gains in today’s pre-market trading session.
Via
Benzinga
Credit Suisse Reports CHF 61.2B Withdrawal In Final Quarterly Earnings Ahead Of UBS Takeover
↗
April 24, 2023
Via
Benzinga
Benzinga Pro's Top 10 Stocks To Watch For Friday, April 21, 2023: AAPL, AMZN, AMD, SBUX, CS, F, QCOM, XOM, KO, EBAY
↗
April 21, 2023
The next two weeks will be two of the busiest weeks for this year's Q1 earnings season! The following companies will be reporting heading into May: Apple (AAPL) - Thursday, May 4 after
Via
Benzinga
Earnings Scheduled For April 24, 2023
↗
April 24, 2023
Companies Reporting Before The Bell • Dynex Cap (NYSE:DX) is estimated to report quarterly earnings at $0.17 per share on revenue of $6.99 million.
Via
Benzinga
Will Analyst Boost Send Lockheed Martin Shares Up, Up and Away?
April 19, 2023
Lockheed Martin Corporation scored a double beat in its first quarter earnings report and have received two bullish price target updates the day after
Via
MarketBeat
Banks Had One of Their Most Challenging Quarters Ever. That Didn't Stop JPMorgan Chase From Generating Record Results.
↗
April 19, 2023
Despite a banking crisis in the first quarter, JPMorgan Chase reported record revenue.
Via
The Motley Fool
Looking To Diversify Amid All The Ongoing Volatility? Check Out The Forex Market
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April 19, 2023
Silicon Valley Bank (SVB) continues to send shockwaves across financial markets over a week after its collapse.
Via
Benzinga
Elon Musk Says US Intel Agencies Had Access To Twitter DMs, Alibaba's Ant IPO Might Actually See Light, Airbus Pushes Some 2024 Deliveries: Today's Top Stories
↗
April 18, 2023
Benzinga Elon Musk Drops Bombshell: US Intel Agencies Were Reading Your Twitter DMs
Via
Benzinga
UBS Makes Changes To Buyback Program Following Credit Suisse Takeover
↗
April 18, 2023
UBS Group AG (NYSE: UBS) said it is changing its $6 billion share buyback program following its takeover of Credit Suisse Group (NYSE: CS).
Via
Benzinga
Hedge Funds Bet Big On USD
↗
April 17, 2023
BlackRock, the largest asset manager in the world with $9 trillion in assets, says interest rates will rise another 75bps. But Janet Yellen says they aren’t going higher.
Via
Benzinga
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