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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)
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
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
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
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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
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FIRST REPUBLIC BANK Common Stock
(NY:
FRC
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Apr 28, 2023
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Why Is Karuna Therapeutics (KRTX) Stock Moving Today?
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March 20, 2023
Karuna Therapeutics (KRTX) stock is on the move Monday after releasing positive results from a Phase 3 clinical trial for KarXT.
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Bank Crisis: UBS Buys Credit Suisse; U.S. Bank Upgraded, PacWest, N.Y. Community Bank Rally
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March 20, 2023
Swiss bank UBS agreed to buy Credit Suisse Sunday in a government-backed deal; First Republic downgraded, plans stock sale.
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Why Is First Republic Bank (FRC) Stock Down 18% Today?
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March 20, 2023
First Republic Bank (FRC) stock is falling on Monday after the company was hit with another credit downgrade from Standard & Poor.
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Why These Bank Stocks Are Moving in Opposite Directions
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March 20, 2023
Investors came into the new week with continuing anxiety.
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
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March 20, 2023
It's time to start off the trading week with a breakdown of the biggest pre-market stock movers for Monday and what's behind that movement!
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First Republic Deposit Infusion Fails To Quell Crisis
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March 17, 2023
Our Treasury Secretary appears to be in over her head.
Via
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Which Gold Stocks Can Help You Hedge Bank Exposure?
March 20, 2023
The fallout from the Silicon Valley Bank implosion and the subsequent contagion fears spread throughout the banking sector. Nearly all bank stocks
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Risk-Free Money Market vs. Bank Dividend Stock, Which is Better?
March 20, 2023
Banks stocks have been making headlines due to the collapse of the nation’s 16th largest bank, Silicon Valley Bank and Signature Bank. Notably, the
Via
MarketBeat
Why First Republic Shares Are Plunging Premarket Monday
↗
March 20, 2023
First Republic Bank (NYSE: FRC) shares were seen extending their losses on Monday.
Via
Benzinga
These Indicators Suggest Further Upside at Bank of America
March 20, 2023
Rising interest rates may work against myriad of stock sectors, however banking stock historically benefit from this, and Bank of America is first in line
Via
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Nasdaq, S&P 500 Futures See Tentative Gains As Traders React To Central Bank Interventions: Analyst Says Potential Relief Rally On Horizon
↗
March 20, 2023
The mood on Wall Street remains tentative, with the index futures pointing to a modestly higher opening.
Via
Benzinga
UBS Group, Credit Suisse And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
March 20, 2023
U.S. stock futures traded mostly lower this morning. Here are some big stocks recording losses in today’s pre-market trading session.
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Benzinga
Warren Buffett Has Given Wall Street Over 14 Billion Reasons to Be Cautious
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March 20, 2023
The Oracle of Omaha's subtle signal to Wall Street and investors hasn't gone unnoticed.
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Market Briefing For Monday, Mar. 20
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March 20, 2023
This coming week has lag effects, an FOMC meeting, post-Expiration action, and Fed officials finding themselves in the interesting position of tightening and easing at the same time.
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Former Goldman CEO Lloyd Blankfein Warns Banking Turmoil May Impact Economic Growth
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March 20, 2023
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Benzinga
First Republic Bank Downgraded By S&P Further Into Junk Territory Despite $30B Deposit Infusion
↗
March 19, 2023
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Benzinga
US Futures Rebound After Global Central Banks Intervene In Coordinated Action To Ease Liquidity Strain
↗
March 19, 2023
The index futures cut their losses and traded in the green on Sunday following Swiss investment bank Credit Suisse AG’s (NYSE: CS) sale to its peer UB
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Benzinga
FRC INVESTOR ALERT: ROSEN, A LEADING LAW FIRM, Encourages First Republic Bank Investors to Inquire About Securities Class Action Investigation - FRC, FRC.PRN, FRC.PRM, FRC.PRL, FRC.PRK
March 19, 2023
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Senator Warren Brands Jerome Powell As A Failure: 'I Don't Think He Should Be Chairman Of The Federal Reserve'
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March 19, 2023
Sen. Elizabeth Warren (D-Mass) recently took a shot at Federal Reserve Chair Jerome Powell for his inept handling of the responsibilities that were entrusted to him.
Via
Benzinga
Keep Calm! Warren Buffett — The Big Daddy Of Investments — Rumored To Step In To Stem Banking Crisis
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March 19, 2023
As the banking crisis in the U.S.
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Benzinga
The 7 Worst Stocks to Buy Now
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March 18, 2023
With the market reeling from the banking crisis, even hardened gamblers should avoid these worst stocks to buy now.
Via
InvestorPlace
As Fed Decision Looms, Larry Summers Makes The Case For 25-Basis-Point Hike And Applauds Christine Lagarde
↗
March 18, 2023
On Friday, former Treasury Secretary Larry Summers offered his take on the banking crisis and the Federal Reserve's potential move next week.
Via
Benzinga
Next For Stocks: Capitulation Or Liquidity-Induced Rally?
↗
March 18, 2023
Is this week's massive expansion in the Fed's balance sheet cause for concern or a reason to be bullish?
Via
Talk Markets
Benzinga Bulls And Bears: Tesla, Amazon, Meta And Shiba Inu Developer Admits To Big Mistake
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March 18, 2023
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
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Benzinga
Analyzing Banking Woes And The Shifting Earnings Landscape
↗
March 17, 2023
Banks are making headlines for all the wrong reasons in the wake of what appeared to be idiosyncratic issues at the Silicon Valley Bank.
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Talk Markets
First Republic Bank Shares Crash To Record Low On Share-Sale Report
↗
March 17, 2023
The deposit injection is viewed as a band-aid to help the troubled bank meet short-term obligations.
Via
Talk Markets
Banking Crisis, Inflation, Rate Hikes, And A Rally?
↗
March 17, 2023
Why are energy stocks and oil tanking?
Via
Talk Markets
Stocks Suffer Steep Losses On Bank Bust
↗
March 17, 2023
The Dow plunged 384 points, while the Nasdaq also pulled back triple digits and snapped a four-day win streak. The S&P 500 settled in the red for the day as well.
Via
Talk Markets
Ackman Says Bank of America Will Buy Signature Bank Monday, Predicts Crisis Of Confidence
↗
March 17, 2023
Billionaire investor Bill Ackman said Friday that Bank of America (NYSE: BAC) will buy Signature Bank (NASDAQ: SBNY) on Monday, as bigger systemic banks continue in their efforts to rescue
Via
Benzinga
First Republic Bank Tumbles, S&P 500 Volatility Continues Ahead Of Next Week's Critical Federal Reserve Meeting
↗
March 17, 2023
The SPDR S&P 500 ETF Trust (NYSE: SPY) rebounded in a volatile week of trading as investors monitored ongoing instability among U.S. regional banks.
Via
Benzinga
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