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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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
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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
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Jun 9, 2023
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7 Great Value Stocks to Buy While You Can
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UBS Buys Failing Credit Suisse: Will It Cause a Fed Pause?
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Why Credit Suisse Stock Is Crumbling Today
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March 20, 2023
Credit Suisse Group (NYSE: CS) shares are trading lower Monday after UBS Group AG (NYSE: UBS) agreed to acquire the bank
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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
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UBS Group, Credit Suisse And Other Big Stocks Moving Lower In Monday's Pre-Market Session
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CREDIT SUISSE GROUP AG (NYSE: CS) SHAREHOLDER CLASS ACTION ALERT: Bernstein Liebhard LLP Reminds Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against Credit Suisse Group AG (NYSE: CS)
March 20, 2023
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Market Briefing For Monday, Mar. 20
↗
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
↗
March 20, 2023
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Benzinga
Tron's Justin Sun Wants To Buy Credit Suisse For $1.5B And Transform It Into 'Crypto-Friendly' Institution
↗
March 19, 2023
Justin Sun, the founder of the Huobi crypto exchange, made an offer to acquire Credit Suisse AG (NYSE: CS) for $1.5 billion.
Via
Benzinga
El-Erian Says Credit Suisse-UBS Deal 'Not Clean' But Best Of Available Options
↗
March 19, 2023
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Benzinga
Bitcoin, Ethereum, Dogecoin Mixed After Credit Suisse Deal: Balaji Srinivasan Sees Banking Crisis Boosting Apex Crypto To $1M
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March 19, 2023
Major coins traded mixed on Sunday evening following UBS Group's (NYSE: UBS) acquisition of Credit Suisse Group AG (NYSE: CS) for n
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Credit Suisse Bondholders Angry As $17B Of AT1 Debt To Be Written Down To Zero: What It Means
↗
March 19, 2023
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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
Global Central Banks Announce Coordinated Action As Banking Crisis Deepens: What Investors Should Know Ahead Of Trading Week
↗
March 19, 2023
As the turmoil in the banking system claims more scalps, central banks across the globe announced a coordinated action, underlining the gravity of the problem at hand.
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UBS To Buy Troubled Peer Credit Suisse For Sweetened Offer At Whopping 73% Discount: Report
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March 19, 2023
Swiss investment bank UBS Group AG (NYSE: UBS) and its beleaguered peer Credit Suisse AG (NYSE:
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A Banking Game Of Chicken
↗
March 19, 2023
This time, the banks' problems are not the result of making reckless loans, but an unintended, poorly hedged consequence of the fastest rate raising cycle since mid 1990s.
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ECB Hikes Rates, What’s Next?
↗
March 19, 2023
The “between a rock and a hard place” metaphors are growing stale, so here’s the truth served neat: the ECB is in a serious bind. SVB’s collapse, driven in large part by higher rates, has given the...
Via
Talk Markets
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