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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Comerica
(NY:
CMA
)
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Updated: 7:00 PM EST, Jan 30, 2026
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Why Shares of PacWest Bancorp, Comerica, and KeyCorp Are Rebounding Today
↗
May 05, 2023
Bank stocks pared some of their losses today in what has been a difficult week for the sector.
Via
The Motley Fool
Apple, AIG, Cigna And Other Big Stocks Moving Higher On Friday
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May 05, 2023
U.S. stocks traded higher, with the Dow Jones gaining more than 400 points on Friday. Here are some big stocks recording gains in today’s session.
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Benzinga's Top Ratings Upgrades, Downgrades For May 5, 2023
↗
May 05, 2023
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WAL Stock Alert: Why JPMorgan Just Upgraded Western Alliance Shares
↗
May 05, 2023
Western Alliance (WAL) stock is climbing higher on Friday after the regional bank's shares were upgraded by JPMorgan analysts.
Via
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Benzinga Pro's Top 5 Stocks To Watch For Friday, May 5, 2023: AAPL, AMC, WAL, KMX, PENN
↗
May 05, 2023
Apple (AAPL) - Shares were up about 2% following better-than-expected quarterly results from Apple and news of a raised quarterly dividend and $90 billion buyback plan. To hear how analysts
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Benzinga
Is It Time to Buy the S&P 500's 4 Worst-Performing Stocks of 2023?
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May 05, 2023
Are these stocks down for the count or just down on their luck?
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Vote Of No Confidence Following FOMC As Banks Back In Spotlight
↗
May 04, 2023
Despite Chairman Powell attesting to the strength of the banking system, regional banks were back in the spotlight as the sell-off resumed following yesterday's close.
Via
Talk Markets
PacWest Bancorp, Upwork, Tripadvisor And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
May 04, 2023
U.S. stock futures traded mixed this morning. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
The Latest Analyst Ratings for Comerica
↗
April 24, 2023
Via
Benzinga
Recap: Comerica Q1 Earnings
↗
April 20, 2023
Via
Benzinga
Federal Reserve Signals Rate-Hike Pause Amid Bank Woes; S&P 500 Rises
↗
May 03, 2023
The Federal Reserve hiked its key interest rate past 5% but may stop here because the bank crisis raises recession risk. The S&P 500 is rising.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For May 3, 2023
↗
May 03, 2023
Via
Benzinga
Bank Stock Are Spiraling Lower Today: What's Going On?
↗
May 02, 2023
Several bank stocks are facing significant selling pressure Tuesday on the heels of the First Republic Bank (NYSE: FRC) collapse.
Via
Benzinga
Why Shares of PacWest Bancorp, KeyCorp, and Comerica Are Falling Today
↗
May 02, 2023
The seizure and sale of First Republic's assets to JPMorgan Chase yesterday has seemingly put concerns about banks back into the spotlight today.
Via
The Motley Fool
Comerica: Q1 Earnings Insights
↗
April 20, 2023
Via
Benzinga
Comerica Earnings Preview
↗
April 19, 2023
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Where Comerica Stands With Analysts
↗
March 30, 2023
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Benzinga
How Are Regional Banks Doing In A Post-Apocalyptic... We Mean, Post-Silicon Valley Bank World?
↗
April 26, 2023
The aftermath of SVB Financial Group's Silicon Valley Bank collapse rocked the financial world, and investors have been keeping a close eye on regional banks' volatile stocks affected by the...
Via
Benzinga
The 7 Best Value Stocks for the Long-Term Investor in April 2023
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April 26, 2023
Here are seven of the best value stocks for investors to consider, given the company's fundamentals and relative valuations.
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FRC Stock Alert: Does First Republic’s Plunge Mean a Crash Is Coming?
↗
April 25, 2023
First Republic reminded traders that the economic system depends on customer confidence, which is a fragile thing.
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InvestorPlace
What Should Investors Watch in Regional Bank Earnings?
↗
April 19, 2023
We're about to see how the recent banking turmoil affected regional financial institutions.
Via
The Motley Fool
10 Financials Stocks Whale Activity In Today's Session
↗
April 18, 2023
Via
Benzinga
Regional Bank Earnings: Western Alliance, Zions Update March Panic Impact
↗
April 18, 2023
Regional banks detail damage from March with their earnings this week. Western Alliance announces late Tuesday with Zions, others on deck.
Via
Investor's Business Daily
U.S. Bank Deposits Rise After 10 Weeks Of Declines; JPMorgan Kicks Off Bank Earnings
↗
April 14, 2023
Deposits rose for the first time in 11 weeks, led by gains at small banks.
Via
Investor's Business Daily
JPMorgan Leads Bank Earnings This Week As Balance Sheets, Guidance Key
↗
April 10, 2023
Wells Fargo, Citi and PNC also report Friday in the wake of the March bank panic.
Via
Investor's Business Daily
What To Watch For In Q1 Earnings Season
↗
April 06, 2023
Earnings for the S&P 500 are expected to fall 9.7% year-over-year in the first quarter.
Via
Talk Markets
10 Financials Stocks With Whale Alerts In Today's Session
↗
April 05, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 6, 2023
↗
April 06, 2023
Via
Benzinga
Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?
↗
April 04, 2023
Which industry had the worst month? It should come as no surprise.
Via
The Motley Fool
3 Regional Bank Stocks to Buy Despite the Banking Crisis
↗
April 03, 2023
Data indicates that the mini-banking crisis has been well-contained, making this a good time to find top-notch regional bank stocks to buy.
Via
InvestorPlace
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