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home
about us
Investment Approach
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Team Biographies
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
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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Event Schedule
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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
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Company Name
Symbol
Price
Prev. Close
Volume
1 Year (%)
Jinxin Technology Holding Company - American Depositary Shares
NAMI
2.400
2.400
138
-26.60 (-91.72%)
Leverage Shares 2X Long BMNR Daily ETF
BMNG
28.41
28.41
1,554
-312.90 (-91.68%)
Aptevo Therapeutics Inc. - Common Stock
APVO
2.440
2.440
0
-26.36 (-91.53%)
Tradr 2X Long CRML Daily ETF
CRMX
5.380
5.380
953
-57.68 (-91.47%)
OneConstruction Group Limited - Ordinary Shares
ONEG
1.030
1.030
0
-11.03 (-91.46%)
3 E Network Technology Group Ltd - Class A Ordinary Shares
MASK
1.415
1.415
77
-15.01 (-91.39%)
Lixiang Education Holding Co., Ltd. - American Depositary Shares
LXEH
1.680
1.680
3
-17.82 (-91.38%)
Offerpad Solutions Inc. - Class A Common Stock
OPAD
4.405
4.405
0
-46.70 (-91.38%)
Decent Holding Inc. - Class A Ordinary Shares
DXST
2.590
2.590
3,924
-27.41 (-91.37%)
Tradr 2X Long QUBT Daily ETF
QUBX
6.870
6.870
323
-71.78 (-91.27%)
Sports Entertainment Gaming Global Corporation - Common Stock
SEGG
2.760
2.760
0
-28.46 (-91.16%)
Trident Digital Tech Holdings Ltd - Class B Ordinary Shares
TDTH
1.830
1.830
1,149
-18.87 (-91.16%)
T-REX 2X Inverse CRCL Daily Target ETF
CRCD
2.150
2.150
139,679
-21.85 (-91.04%)
Beyond Air, Inc. - Common Stock
XAIR
3.970
3.970
9,096
-40.23 (-91.02%)
Singularity Future Technology Ltd. - Common Stock
SGLY
1.360
1.360
8,342
-13.62 (-90.92%)
Tradr 2X Long OPEN Daily ETF
OPEX
7.256
7.256
48
-72.40 (-90.89%)
Wheels Up Experience Inc. Class A Common Stock
UP
4.420
4.420
36
-43.98 (-90.87%)
Tradr 2X Long UPST Daily ETF
UPSX
13.99
13.99
0
-138.56 (-90.83%)
Boxlight Corporation - Class A Common Stock
BOXL
6.280
6.280
7
-60.63 (-90.61%)
Defiance Daily Target 2X Long SOUN ETF
SOUX
12.38
12.38
0
-116.90 (-90.42%)
Fly-E Group, Inc. - Common Stock
FLYE
1.360
1.360
0
-12.83 (-90.42%)
Eshallgo Inc. - Class A Ordinary Shares
EHGO
1.100
1.100
296,732
-10.33 (-90.38%)
Defiance 2X Daily Long Pure Quantum ETF
QPUX
14.56
14.56
4,477
-136.07 (-90.33%)
OBOOK Holdings Inc. - Class A Common Shares
OWLS
5.370
5.370
0
-50.18 (-90.33%)
Super League Enterprise, Inc. - Common Stock
SLE
3.900
3.900
5,237
-36.30 (-90.30%)
Elme Communities Common Stock
ELME
1.680
1.680
0
-15.33 (-90.12%)
Teucrium 2x Long Daily XRP ETF
XXRP
33.06
33.06
11,912
-299.74 (-90.07%)
Shuttle Pharmaceuticals Holdings, Inc. - common stock
SHPH
3.360
3.360
311
-30.44 (-90.06%)
Zepp Health Corporation American depositary shares
ZEPP
4.820
4.820
13
-43.64 (-90.05%)
NOMADAR Corp. - Class A Common Stock
NOMA
2.100
2.100
12
-18.90 (-90.00%)
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