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home
about us
Investment Approach
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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)
MVS Program
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Client Contact with Portfolio Manager(s)
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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Event Schedule
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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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PCB Bancorp - Common Stock
(NQ:
PCB
)
21.80
-0.40 (-1.82%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 29, 2025
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Bank7 Stock Scores Composite Rating Upgrade To 96 With Earnings Due
↗
January 14, 2022
Bank7 stock saw an improvement in its IBD SmartSelect Composite Rating Friday, from 94 to 96. It's reporting quarterly earnings on Jan. 28.
Via
Investor's Business Daily
Crypto Banking Silvergate Capital Stock Sees RS Rating Rise
↗
January 11, 2022
Silvergate Cap Corp Cl A shows improving price performance, earning an upgrade to its IBD Relative Strength Rating
Via
Investor's Business Daily
Top-Rated PacWest Bancorp Stock Near Buy Point With Earnings Due
↗
January 05, 2022
PacWest Bancorp stock is forming a base showing a 50.52 buy point as it gets ready to report its next round of earnings on Jan. 19.
Via
Investor's Business Daily
4 Bank Stocks That More Than Doubled in 2021
↗
December 29, 2021
A recuperating U.S. economy in the post-pandemic era has favored the banking sector so far.
Via
Talk Markets
PCB Bancorp is Eligible to Participate in the Emergency Capital Investment Program
December 16, 2021
From
PCB Bancorp
Via
Business Wire
Stocks That Hit 52-Week Highs On Thursday
↗
July 29, 2021
Thursday's morning session saw 167 companies set new 52-week highs. Points of Interest: ASML Holding (NASDAQ:ASML) was the largest company by market cap to set a new...
Via
Benzinga
PacWest Stock Key Rating Pops To Near-Best; Profit Surged 200%-Plus Last Quarter
↗
November 03, 2021
On Wednesday, PacWest Bancorp got an upgrade for its IBD SmartSelect Composite Rating from 94 to 96.
Via
Investor's Business Daily
PCB Bancorp Announces New Board Member
October 28, 2021
From
PCB Bancorp
Via
Business Wire
PCB Bancorp Reports Record Earnings of $11.0 Million for Q3 2021
October 28, 2021
From
PCB Bancorp
Via
Business Wire
PCB Bancorp Declares Quarterly Cash Dividend of $0.12 Per Common Share
October 28, 2021
From
PCB Bancorp
Via
Business Wire
PCB Bancorp Announces a Five-Year Extension of Chief Executive Officer’s Employment Term
August 27, 2021
From
PCB Bancorp
Via
Business Wire
Mid-Day Market Update: Crude Oil Down 2.5%; Golden Nugget Online Gaming Shares Jump
↗
August 09, 2021
Midway through trading Monday, the Dow traded down 0.23% to 35,126.98 while the NASDAQ rose 0.20% to 14,866.01. The S&P also fell, dropping 0.08% to 4,432.96. The U.S. has the...
Via
Benzinga
Topics
Stocks
PCB Bancorp Reports Record Earnings of $9.8 Million for Q2 2021
July 22, 2021
From
PCB Bancorp
Via
Business Wire
PCB Bancorp Declares Increased Quarterly Cash Dividend of $0.12 Per Common Share
July 22, 2021
From
PCB Bancorp
Via
Business Wire
Stocks That Hit 52-Week Highs On Friday
↗
July 30, 2021
On Friday morning, 154 companies achieved new highs for the year. Significant Points: The largest company by market cap to break to a new 52-week high was Nike (...
Via
Benzinga
PCB Bancorp Reports Earnings of $8.6 million for Q1 2021 and Declares $0.10 Quarterly Cash Dividend
April 22, 2021
From
PCB Bancorp
Via
Business Wire
Stocks That Hit 52-Week Highs On Friday
↗
July 23, 2021
On Friday morning, 126 companies achieved new highs for the year. Significant Points: Microsoft (NASDAQ:MSFT) was the largest firm on a market cap basis to set a...
Via
Benzinga
PCB Bancorp Announces Stock Repurchase Plan
April 12, 2021
From
PCB Bancorp
Via
Business Wire
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