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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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SVB Financial Group - Common Stock
(NQ:
SIVB
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EST, Mar 9, 2023
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The Question Of The Day Is...
March 21, 2023
The question of the day is simple. Are investors dealing with another banking crisis, which poses what is called
Via
Talk Markets
Banking Crisis Alert: Is Buffett’s Meeting With Biden 2008 All Over Again?
March 21, 2023
Warren Buffett has reportedly started advising the White House on navigating the growing regional banking crisis. Is a repeat of 2008 coming?
Via
InvestorPlace
4 Dividend Stocks to Avoid — and 3 to Buy Instead
March 21, 2023
These dividend stocks are among the stocks to be avoided, as the economy teeters on the brink following a banking meltdown.
Via
InvestorPlace
The Bull, Bear Cases For First Republic Stock As JPMorgan Tries To Rescue The Bank
March 21, 2023
First Republic Bank (NYSE: FRC) opened about 30% higher on Tuesday, near the middle of Monday’s trading range.
Via
Benzinga
Bitcoin's Bull Run Is Unstoppable: 5 Experts Forecast Next Highs, Factors Driving the Market
March 21, 2023
As global banks face turmoil, Bitcoin (CRYPTO: BTC) has been experiencing an astonishing rally and its proponents are already looking ahead to the coin's next sign
Via
Benzinga
Why Are Stocks Up Today?
March 21, 2023
A pause in the Federal Reserve's policy of interest rate hikes to fight inflation would refresh the stock market.
Via
InvestorPlace
The Strange Death Of Silicon Valley Bank
March 21, 2023
Silicon Valley Bank was at first sight a splendid 21st-century replica of the 18th-century Country Banks that fueled the Industrial Revolution.
Via
Talk Markets
Generation Gap Meets Duration Gap
March 20, 2023
There is a critical difference between now and the past 15 years. We have inflation. Lots of it.
Via
Talk Markets
France Goes Crypto-Friendly As Stablecoin Giant Circle Sets Up Shop In Paris
March 21, 2023
Stablecoin giant Circle Internet Financial Ltd. is set to establish its European headquarters in Paris, citing the favorable cryptocurrency environment created by President Emmanuel Macron’s gover
Via
Benzinga
FRC Stock Outlook: How Far Can First Republic Fall?
March 21, 2023
FRC stock traders need to be careful now as several firms issue dire warnings about First Republic Bank's fiscal fiasco.
Via
InvestorPlace
SVB And Signature Bank Were Just The Tip Of The Iceberg
March 21, 2023
The demise of Silicon Valley Bank and Signature Bank was just the tip of the iceberg. As it turns out, hundreds of banks are at risk.
Via
Talk Markets
First Republic Bank Stock Bounces Back: What's Going On?
March 21, 2023
First Republic Bank (NYSE: FRC) shares are trading higher Tuesday following reports suggesting JP Morgan Chase & Co (NYSE: JPM) CEO Jamie Dimon is leading discussions to come up with a new
Via
Benzinga
Deadline Reminder: Law Offices of Howard G. Smith Reminds Investors of Looming Deadline in the Class Action Lawsuit Against SVB Financial Group (SIVB, SIVBP)
March 21, 2023
From
Law Offices of Howard G. Smith
Via
Business Wire
EXCLUSIVE: Roundhill Launches Big Bank ETF With 6 Holdings, Highlights Diversified Deposits, Stronger Balance Sheets
March 21, 2023
An ETF offering exposure to the six largest U.S. banks launched Tuesday from Roundhill Investments. Here’s a look at the ETF, its holdings and why it’s important as the banking sector struggles.
Via
Benzinga
Analysts Remain Bullish On These 3 Regional Banks
March 21, 2023
When the dust settles, fundamentally sound banks with diversified revenue sources and sturdy balance sheets will be viewed as investment opportunities.
Via
MarketBeat
Topics
Economy
Stocks
Just How Realistic Is a Bitcoin Price Target of $100,000?
March 21, 2023
Bitcoin has been on a roll of late, but get ready for plenty of volatility.
Via
The Motley Fool
Got $5,000? These Are 2 of the Best Growth Stocks to Buy Right Now
March 21, 2023
These companies are built to thrive, even amid our challenging economy.
Via
The Motley Fool
CEO’s Insider Buying Speaks Well for SOFI Stock
March 21, 2023
Just because a SoFi Technologies insider is hoarding shares of SOFI stock, doesn't mean you have to buy it - but it's probably a good sign.
Via
InvestorPlace
The Big Questions Around Inflation, Recession, Banking Contagion, And Fed Rates
March 20, 2023
The prospect of a hard landing has just increased over the last 10 days. Major support for US stocks sits around the 3700 region.
Via
Talk Markets
Why The Credit Suisse Collapse Is A Big Deal For Banks Going Forward
March 20, 2023
Now, banks face a new issue: trying to attract investors when there’s a very real possibility that both bondholder and stockholders would get wiped out if said bank failed.
Via
Talk Markets
Why Western Alliance Bancorp Was Down 6.8% Today
March 20, 2023
The bank stock had a volatile day.
Via
The Motley Fool
Is Warren Buffett Going to Save ALLY Stock?
March 20, 2023
Warren Buffett may be considering taking over Ally Financial. Although this is still just a rumor, ALLY stock is rising on the news.
Via
InvestorPlace
Banking Crisis Contained Or A Spreading Contagion
March 20, 2023
At the end of the day, the pandemic that began in 2020 and the monetary and fiscal response by the U.S. government far exceeded what the economy needed.
Via
Talk Markets
Bank Stocks Alert: 190 Banks Could Follow SVB Into Failure
March 20, 2023
Investors in a range of bank stocks may be looking to call the bottom. But the experts think contagion risks may be real.
Via
InvestorPlace
Signature Bank's Move Into Higher-Risk Businesses, Such As Crypto Major Reason For Failure: WSJ
March 20, 2023
The Signature Bank (NASDAQ: SBNY) had been reportedly retreating from real-estate lending as a share of its total business after Signature’s exposure exceeded what U.S. bank regulators recommended for...
Via
Benzinga
How The Collapse Of Credit Suisse, SVB And Signature Bank Relate To The 2008 Financial Crisis
March 20, 2023
Fear that the U.S. may be headed for a 2008-style recession have increased recently, amid several big-banks failures.
Via
Benzinga
First Republic Stock Falls As Fate Of The Bank Remains Unclear
March 20, 2023
First Republic Bank (NYSE: FRC) shares are falling Monday amid continued uncertainty surrounding the fate of the bank.
Via
Benzinga
The 5 Things You Must Know From This Week’s Banking Crisis
March 20, 2023
This week's banking crisis saw insiders buying up shares and retailers bottom-fishing. Here's what you need to know from InvestorPlace.com.
Via
InvestorPlace
#SilverSqueeze Alert: Why Are Silver Stocks Up Today?
March 20, 2023
The banking crisis has created a rush on metals. Here's why retail traders are pushing silver stocks up through an attempted squeeze.
Via
InvestorPlace
Why Shares of First Republic Are Falling on a More Positive Day for the Market
March 20, 2023
The credit rating agency S&P put the bank on "CreditWatch negative."
Via
The Motley Fool
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