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home
about us
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Firm ADV PDFs
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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
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TAF sm Program
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Back Dated Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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
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SVB Financial Group - Common Stock
(NQ:
SIVB
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EST, Mar 9, 2023
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All News about SVB Financial Group - Common Stock
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Fed Money Printing To Go Overboard? JPMorgan Sees $2T Infusion Into Banking System Amid Central Bank's Move To Shore Up Liquidity
↗
March 16, 2023
The government’s move to backstop deposits at failed banks helped sanity return to the financial markets.
Via
Benzinga
Mike Novogratz Says 'You Want To Be Long Bitcoin' After Warning Of Possible Credit Crunch Ahead
↗
March 16, 2023
Michael Novogratz, CEO and co-founder of Galaxy Digital, on Wednesday said that the United States is on the brink of entering a recession – and he believes that now is the perfect opportunity to invest...
Via
Benzinga
Larry Summers Says Authorities Didn't Handle SVB Crisis Well: 50 Bps Rate Hike 'Probably ... Off The Table'
↗
March 15, 2023
Via
Benzinga
Bank Touted By Jim Cramer As 'Very Good' Reportedly Considers Sale Among Other Options
↗
March 15, 2023
San Francisco-based First Republic Bank (NYSE:FRC) is reportedly weighing strategic options following
Via
Benzinga
SIVB, SIVBP CLASS ACTION NOTICE: Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit Against SVB Financial Group
March 15, 2023
From
Glancy Prongay & Murray LLP
Via
Business Wire
Why Is Credit Suisse Plunging on Wednesday?
↗
March 15, 2023
The Swiss-based bank just received some troubling news.
Via
The Motley Fool
FDIC Seeks Help To Restart Sale Of Silicon Valley Bank After First Attempt Falters
↗
March 15, 2023
There were potential buyers for SVB over the weekend, but FDIC officials prevented the sale.
Via
Talk Markets
3 Hot Stocks for Tomorrow: Thursday Predictions for ADBE, DG, MSFT
↗
March 15, 2023
Adobe and Dollar General will report earnings. Microsoft will hold an AI event. Together, they're the hot stocks for tomorrow.
Via
InvestorPlace
What The Markets Are Expecting From Thursday's ECB Interest Rate Decision
↗
March 15, 2023
Markets are eagerly awaiting the European Central Bank's policy meeting on Thursday, March 15, with officials expected to hike interest rates by at least 25 basis points (bps), while a greater...
Via
Benzinga
Bank Stocks Alert: Why Michael Burry Says There’s No Need to Worry About SVB’s Collapse
↗
March 15, 2023
Although Michael Burry sounded off with an optimistic view about bank stocks, investors should tread waters carefully.
Via
InvestorPlace
Why UBS Thinks Western Alliance (WAL) Is the Best Bank Stock to Buy Now
↗
March 15, 2023
Western Alliance shares are rallying on Wednesday, up nicely following a top "buy" call from UBS, which believes WAL stock can go to $85.
Via
InvestorPlace
Silicon Valley Bank And The Failure Of Fractional Reserve Banking
↗
March 15, 2023
In modern banking there is little separation between warehouse and investment banking. The downside of investment banking is a potential loss of money since no investment can be a sure bet.
Via
Talk Markets
Bitcoin Is Up 50% This Year
↗
March 15, 2023
Bitcoin is a decentralized currency not issued by a single entity such as a central bank. Instead, it relies on blockchain technology, and its network is owned by the community.
Via
Talk Markets
Withdrawals – Real And Metaphysical
↗
March 15, 2023
Bank runs occur when nervous depositors attempt to withdraw their funds en masse. But a different sort of withdrawal is causing the recent run of market jitters.
Via
Talk Markets
5 Investors Betting Big on UBS Stock Right Now
↗
March 15, 2023
Institutional investment in UBS Group is strong, even as its sector faces uncertainty. Here are the top investors in UBS stock.
Via
InvestorPlace
Regional, Big U.S. And Global Banks Shake From SVB Collapse On Wednesday
↗
March 15, 2023
Via
Benzinga
Biden The Master Oil Trader Part Deux? Crude Prices Plummet. Is A Government Windfall Coming?
↗
March 15, 2023
The crude oil market continues to crumble Wednesday, and it's possible the U.S.
Via
Benzinga
Roblox Secures $150M Government Funding After Silicon Valley Bank's Collapse
↗
March 15, 2023
Silicon Valley Bank (NASDAQ: SIVB), one of the leading banks for startups and tech companies, recently experienced a massive bank run when panicked investors tried to withdraw their money en masse.
Via
Benzinga
Roblox Average Bookings Per Daily Active User Falls In February, Updates On Silicon Valley Bank Exposure
↗
March 15, 2023
Via
Benzinga
Roku May Be In a Lot of Trouble -- Here's Why
↗
March 15, 2023
Roku held nearly half-a-billion in uninsured deposits at Silicon Valley Bank.
Via
The Motley Fool
Why Uber Stock Is Retreating Today
↗
March 15, 2023
Despite some recent good news, the stock is losing ground.
Via
The Motley Fool
Silicon Valley Bank Creditors Purchased Bonds At Distressed Levels Anticipating Potential Bankruptcy Sale
↗
March 15, 2023
Silicon Valley Bank's parent, SVB Financial Group's (NASDAQ: SIVB) creditors, have formed a group in the case of a potential bankruptcy filing.
Via
Benzinga
Why Shares of Deutsche Bank and Other European Lenders Are Falling Today
↗
March 15, 2023
European bank stocks slid today on fears over Credit Suisse, which also saw its stock plunge.
Via
The Motley Fool
Why Are Bank Stocks CS, UBS, DB Down Today?
↗
March 15, 2023
Bank stocks aren't doing well on Wednesday as the continued fallout of the SVB Financial (SIVB) collapse weighs on the sector.
Via
InvestorPlace
Ken Griffin Is Betting Big on Western Alliance (WAL) Stock
↗
March 15, 2023
Ken Griffin's Citadel has doubled down on its Western Alliance holdings. Here's what this means for WAL stock and the rest of the sector.
Via
InvestorPlace
FRC Stock Alert: First Republic Falls on S&P Downgrade
↗
March 15, 2023
First Republic Bank (FRC) stock is falling hard on Wednesday after getting hit with a credit rating downgrade from S&P analysts.
Via
InvestorPlace
Bronstein, Gewirtz & Grossman, LLC Notifies SVB Financial Group (SIVB) Investors of Class Action and to Actively Participate
March 15, 2023
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
Why Boxed Shares Are Down 46% Wednesday
↗
March 15, 2023
Boxed Inc (NASDAQ: BOXD) shares are trading lower by 46.85% to $0.22 Wednesday morning after the company said it's evaluating potentially filing for relief under the U.S. Bankruptcy Code and other...
Via
Benzinga
Enterprise Technology Startups With High Product Development Cost Vulnerable To Silicon Valley Bank Collapse: Report
↗
March 15, 2023
Via
Benzinga
How the Banking Mess Applies to Fintech Giants PayPal and Block -- and How It Doesn't
↗
March 15, 2023
While they aren't exactly banks and don't carry the same risks, some of the same dynamics apply.
Via
The Motley Fool
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