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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
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contact us
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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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Back Dated Performance Reports
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TAV Program
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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
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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Credit Suisse Group American Depositary Shares
(NY:
CS
)
N/A
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Updated: 7:00 PM EDT, Jun 9, 2023
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Morning Brief: Top Financial Stories Dominating on Monday, April 25
↗
April 25, 2022
CNBC Crypto Exchange Kraken Expands Into UAE Major U.S.-based crypto exchange Kraken is expanding into the Middle East and will open its regional headquarters in Abu Dhabi after...
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Credit Suisse Gets Ready For Another Round Of Management Shakeup: WSJ
↗
April 25, 2022
Credit Suisse Group AG (NYSE: CS) is preparing for another management shuffle after a year of crisis, the Wall Street Journal reported citing people familiar with...
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Top News In Fintech And Beyond For April 25, 2022
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April 24, 2022
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Goldman, JPMorgan and Other Wall St Banks Remain Focused On Shanghai Expansion Amid Odds
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April 22, 2022
Despite China's strict lockdown, global investment banks are pushing ahead with ambitious expansion plans in Shanghai, the Financial Times reports.
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Earnings Scheduled For February 10, 2022
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February 10, 2022
Companies Reporting Before The Bell • Canada Goose Hldgs (NYSE:GOOS) is projected to report quarterly earnings at $1.46 per share on revenue of $584.49 million.
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Benzinga
Morning Brief: Top Financial Stories Dominating on Wednesday, April 20
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April 20, 2022
CNBC As Central Banks Adjust Monetary Policies, IMF Signals Further Market Sell-Off The International Monetary Fund has warned of more market sell-offs as central banks attempt...
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Credit Suisse Expects Loss In Q1 As Litigation Provisions, Russia-Ukraine Crisis Weigh
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April 20, 2022
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7 F-Rated Stocks to Avoid During the Downturn
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March 23, 2022
It's easy to find hard hit stocks in this market, but what's harder to determine is which stocks are truly F-rated stocks among the losers.
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Clover Health Is in Dire Straits as Medical Costs Remain High
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March 23, 2022
Clover Health’s medical loss ratio is high. The company is losing money per $1 of revenue it makes. CLOV stock upside could be limited.
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What Is the VXX ETN and Why Is It Soaring 15% Today?
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March 15, 2022
The VXX ETN is up over 15% after Barclays announced that it had suspended the sale and issuance of VXX due to "capacity constraints."
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Benzinga's Top Ratings Upgrades, Downgrades For April 19, 2022
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April 19, 2022
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US Banking Giants JPMorgan, Goldman Exit Russia Over Ukraine Crisis, Others May Follow: Report
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March 11, 2022
Goldman Sachs Group Inc (NYSE: GS) and JPMorgan Chase & Co (NYSE: JPM) announced they were unwinding their Russian businesses, becoming the first major U.S....
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Morning Brief: Top Stories Dominating Financial Media On Thursday, March 10th
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March 10, 2022
CNBC Cyber Hackers Target Vodafone After Breaching Nvidia, Samsung Vodafone Group PLC (NASDAQ: VOD) is investigating Lapsus$' claims of a data breach. The group noted for...
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More Non-US Companies Restricted Services In Russia After US Counterparts
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March 10, 2022
Rio Tinto PLC (NYSE: RIO) became the first leading miner to suspend trading relations with Russian businesses, Reuters reports. Japan's Sony Group (NYSE:...
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Benzinga
European Financial Stocks Are Signaling More Problems
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March 07, 2022
Since the Russian/Ukraine war began the leading financial stocks have sold off. This is normal and expected, but the leading European banks are much worse and could be signaling real problems for the...
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'Putin-Panic' Goes Global: Stocks & Credit Crushed As Bonds & Commodities Soar
↗
March 04, 2022
Bubble markets continued to blow up - with SPACs, ARKK, and Unprofitable Tech just getting destroyed... And European financials stole the jam out of everyone's donut
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NIO Stock Pops on Secondary Listing News. 6 Things to Know.
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February 28, 2022
As geopolitical tensions wage on, NIO stock has submitted secondary listing applications for the Hong Kong and Singapore exchanges.
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This Digital Asset Firm Is Expanding To Europe
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February 28, 2022
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Benzinga
Credit Suisse Leak Reveals Details On 30,000 Bank Clients; 18,000 Accounts With Possible Criminal Ties
↗
February 21, 2022
Startling revelations from a Credit Suisse Group AG whistleblower has exposed the hidden wealth of the bank’s clients, some of them unsavory.
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Credit Suisse Leak Reveals Details On 30,000 Bank Clients; 18,000 Accounts With Possible Criminal Ties
↗
February 20, 2022
Startling revelations from a Credit Suisse Group AG (NYSE: CS) whistleblower has exposed the hidden wealth of the bank’s clients, some of them unsavory. The...
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Benzinga
Housing Market Seesaw: Mortgage Rates Soar While Housing Starts Drop
↗
February 17, 2022
Mortgage rates have spiked as a result of rising inflation and stronger than expected consumer spending, according to new data released by Freddie Mac (OTCQB: FMCC). While...
Via
Benzinga
Earnings Scheduled For February 15, 2022
↗
February 15, 2022
Companies Reporting Before The Bell • FirstService (NASDAQ:FSV) is estimated to report quarterly earnings at $1.31 per share on revenue of $1.07 billion.
Via
Benzinga
62 Biggest Movers From Yesterday
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February 11, 2022
Gainers American Rebel Holdings, Inc. (NASDAQ: AREB) shares jumped 42.8% to close at $3.07 on Thursday following the company's recent uplisting to the Nasdaq....
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Benzinga
42 Stocks Moving In Thursday's Mid-Day Session
↗
February 10, 2022
Gainers American Rebel Holdings, Inc. (NASDAQ: AREB) shares climbed 63.3% to $3.45 following the company's recent uplisting to the Nasdaq. BRC Inc. (NYSE: BRCC) climbed 35.8...
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Benzinga
21 Stocks Moving in Thursday's Pre-Market Session
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February 10, 2022
Find out what's going on in today's market and bring any questions you have to Benzinga's PreMarket Prep. Also check out this: Executives Sell More Than $210M Of 5...
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Virgin Galactic (And Its Stock) Likely Not Taking off Anytime Soon
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February 02, 2022
SPCE Stock has fallen 30% year-to-date, leaving analysts wondering about this once promising space tourism company's long-term future.
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7 Bull Market Stocks to Buy for a Continued Run Higher in 2022
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January 20, 2022
Despite surging inflation and the anticipated increase in interest rates, these bull market stocks deserve your attention.
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5 Stocks to Watch That Institutions Are Buying Right Now
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January 14, 2022
You can get a leg up on Wall Street by watching what institutional investors are buying. Top stocks to watch right now include DISCA and LUV.
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Stocks That Hit 52-Week Lows On Tuesday
↗
January 25, 2022
On Tuesday, 88 companies set new 52-week lows. Interesting Highlights From Today's 52-Week Lows: Credit Suisse Group (NYSE:CS) was the largest, in terms of market cap...
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Benzinga
Breaking Down Careers In Finance, From Hedge Funds to M&A
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January 06, 2022
Corporate finance is a key pillar on which modern markets and economies have been built. And this complex ecosystem consists of a number of important sectors, which can lead to lucrative career...
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