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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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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Western Alliance Bancorporation Common Stock (DE)
(NY:
WAL
)
76.75
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 9, 2026
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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.
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Benzinga
Tesla, Apple, Western Alliance, ImmunoGen, Qualcomm: Why These 5 Stocks Are Drawing Investors' Attention Today
↗
May 03, 2023
Via
Benzinga
Western Alliance Bancorporation Issues Updated Financial Information
May 03, 2023
From
Western Alliance Bancorporation
Via
Business Wire
Regional Bank PacWest Is Reportedly Weighing a Sale. What Should Investors Do?
↗
May 03, 2023
Bloomberg reported that PacWest is contemplating a sale and weighing other strategic options. Shares are getting crushed in after-hours trading.
Via
The Motley Fool
A Use Case For 1-Day VIX?
↗
May 02, 2023
Via
Talk Markets
Here's Why Western Alliance Is Not Like Silicon Valley Bank
↗
April 26, 2023
Western Alliance was unfairly lumped in with Silicon Valley Bank.
Via
The Motley Fool
Why Western Alliance Stock (WAL) Is Down 6% Today
↗
April 25, 2023
Western Alliance Bancorporation (NYSE: WAL) shares are trading lower by 5.90% to $37.62 Tuesday afternoon.
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
RUTH Stock Alert: The $715 Million Reason Ruth’s Hospitality Group Is Up Today
↗
May 03, 2023
Ruth's Hospitality Group (RUTH) stock is taking off on Wednesday following news that Darden Restaurants (DRI) is acquiring the company.
Via
InvestorPlace
Why Is ImmunoGen (IMGN) Stock Up 125% Today?
↗
May 03, 2023
ImmunoGen (IMGN) stock is rising higher on Wednesday after the company released results from a Phase 3 trial for treating ovarian cancer.
Via
InvestorPlace
WAL Stock Alert: Will Western Alliance Be the Next Bank to Fail?
↗
May 03, 2023
Western Alliance stock has been trending on social media recently. WAL stock tumbled yesterday but is falling only slightly today.
Via
InvestorPlace
Are PacWest And Western Alliance The Next 2 Dominoes To Fall?
↗
May 02, 2023
Things weren’t supposed to move this quickly. Just hours after First Republic was dissected, two more major banks are in very serious trouble.
Via
Talk Markets
Bank Stocks Alert: Why Are PACW, WAL, BAC, ZION, Down Today?
↗
May 02, 2023
Regional bank stocks are under pressure again on Tuesday as the KRE ETF hits new 52-week lows, which is weighing on the stock market.
Via
InvestorPlace
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
PACW Stock Alert: Will PacWest Be the Next Bank to Fall?
↗
May 02, 2023
PacWest Bancorp reignited banking sector fears with a dramatic decline in PACW stock, casting a dark shadow over its peers.
Via
InvestorPlace
Bank Worries Punish Markets as PacWest, Western Alliance Stocks Fall Sharply
↗
May 02, 2023
With the Federal Reserve on deck with its next rate decision, financial institutions remain in the spotlight.
Via
The Motley Fool
Bank Stocks Dive As Investors Digest First Republic Failure. Fed Meeting Looms.
↗
May 02, 2023
Bank stocks dive Tuesday as the financial sector process the First Republic failure and sale ahead of the Fed rate decision Wednesday.
Via
Investor's Business Daily
Chegg, Community Health Systems, Metropolitan Bank And Other Big Stocks Moving Lower On Tuesday
↗
May 02, 2023
U.S. stocks traded lower, with the Dow Jones losing around 477 points on Tuesday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
What's Going On With PacWest Stock Today?
↗
May 02, 2023
PacWest Bancorp (NASDAQ: PACW) stock is down Tuesday, trading down more than 36%.
Via
Benzinga
FRC Stock Alert: First Republic Finally Collapses
↗
May 01, 2023
The sale of First Republic Bank's assets to JPMorgan Chase ends an era of big banks exclusively serving tech billionaires.
Via
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Investing $1,000 in These 3 Dividend Stocks Would Be a Smart Move This May
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April 30, 2023
These companies look like compelling buys for income investors.
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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
Why Bitcoin, Ethereum, and Dogecoin Are Rising This Morning
↗
April 26, 2023
After selling off in recent days, the crypto market seemed to rally on more concerns in the banking sector.
Via
The Motley Fool
Why PacWest Bancorp Shares Are Jumping Tuesday Afternoon
↗
April 25, 2023
PacWest Bancorp (NYSE: PACW) reported earnings after the close and beat EPS estimates, sending the stock higher.
Via
Benzinga
The Top 3 Financial Stocks to Invest in for Long-Term Growth
↗
April 25, 2023
With the banking crisis over, investors should look for high-quality, cheap financial stocks to buy. Here are my top three picks.
Via
InvestorPlace
3 Volatile Mid-Caps to Trade This Earnings Season
April 25, 2023
Historically the more volatile asset class, U.S. mid-caps can produce some potent trades when earnings seasons roll around. Keep an eye on these three names.
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MarketBeat
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Stock Market Alert: 5 Things to Know as Investors Turn Bearish
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April 23, 2023
Investors are increasingly bearish, but they are missing a key economic indicator that says the market is bottoming out. Here's what to know.
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Stock Market Rally Drifts Lower; Tesla Dives On Margins; ISRG, DHI, LVS Are Winners: Weekly Review
↗
April 21, 2023
The major indexes saw modest declines, holding in a range.
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Investor's Business Daily
Abbott Laboratories To Rally 17%? Here Are 10 Other Analyst Forecasts For Thursday
↗
April 20, 2023
Morgan Stanley cut the price target for Charter Communications, Inc. (NASDAQ: CHTR) from $460 to $420. Morgan Stanley analyst Benjamin Swinburne maintained an Equal-Weight rating. Charter...
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Where Is The Current Bull Market? Scan Of Stocks Gaining Over 20% Over The Past Week Almost Exclusively Yields Biotech Names
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April 20, 2023
Where is the current bull market? All indications would be that it's in biotech! The broader market is not really moving. There have been plenty of attention-grabbing headlines, and earnings season is...
Via
Benzinga
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