Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about CARZ
Recent news which mentions CARZ
From Tesla To Nio: ETFs Poised To Ride The Software-First Automaker Boom
August 19, 2025
Tickers
BYDDF
CARZ
DRIV
EVS
Tags
TSLA
CARZ
auto manufacturers
From
Benzinga
Mapped: Global Vehicle Production By Country
August 16, 2025
Tickers
CARZ
Tags
CARZ
Market News
Capital & Industrial Goods
From
TalkMarkets
The U.S. Auto Industry: Evolving, Not Evaporating
August 07, 2025
Tickers
CARZ
Tags
CARZ
Capital & Industrial Goods
Market News
From
TalkMarkets
U.S.-Japan Trade Agreement Poses Accidental Threat To U.S. Auto Sector
July 23, 2025
Tickers
CARZ
Tags
CARZ
Market News
From
TalkMarkets
Chevron Joins Lithium Race With 125,000-Acre Texas-Arkansas Deal
June 23, 2025
Tickers
BATT
CARZ
CVX
DRIV
Tags
Top Stories
News
Commodities
From
Benzinga
Pony.ai, Xihu Group To Deploy Over 1,000 Robotaxis In Shenzhen
June 02, 2025
Tickers
ASIA
CARZ
NEWS
PONY
Tags
Benzinga
why it's moving
Tech
From
Benzinga
KoBold Metals Prepares Billions To Develop Ethical Sources Of Critical Metals In DR Congo
April 28, 2025
Tickers
BATT
CARZ
COPPER
COPX
Tags
Stories That Matter
Emerging Markets
Benzinga
From
Benzinga
Trump Reacts To Selloff Following Auto Tariffs: 'That Can Take Care Of Itself In One Day, Two Days, Or One Week'
March 27, 2025
Tickers
CARZ
DRIV
KARS
LIT
Tags
Market News
QQQ
ETFs
From
Benzinga
Gates And Bezos-Backed Startup Makes Move For DR Congo's Lithium
March 24, 2025
Tickers
ALB
BATT
CARZ
DRIV
Tags
KARS
Stories That Matter
ALB
From
Benzinga
DR Congo Explores Minerals-For-Security Deal With The US
March 10, 2025
Tickers
BATT
CARZ
COPPER
DRIV
Tags
mining
Markets
BATT
From
Benzinga
Germany Could Meet Its Lithium Needs From Domestic Sources, Study Says
March 07, 2025
Tickers
BATT
CARZ
DRIV
IDRV
Tags
BATT
Markets
mining
From
Benzinga
Auto ETFs Surge On Trump's Tariff Reprieve, But Uncertainty Looms
March 05, 2025
Tickers
CARZ
DRIV
F
GM
Tags
Benzinga
Politics
HAIL
From
Benzinga
Trade War Redux: These ETFs Due For Bumpy Ride Thanks To Trump Tariffs On Auto, Pharma, Chip Imports
February 19, 2025
Tickers
AAPL
AMD
AVGO
CARZ
Tags
XBI
Stories That Matter
AMD
From
Benzinga
IronHold Capital CIO Reveals Trends Hedge Funds Track: 4 ETFs To Watch
January 27, 2025
Tickers
AVGO
BLDR
CARZ
F
Tags
Stories That Matter
Siddharth Singhai
ITB
From
Benzinga
Saudi Arabia Advances Lithium Plans, Looks Beyond Oil For Commodity Diversification
January 16, 2025
Tickers
BATT
CARZ
DRIV
KARS
Tags
Legal
lithium
BATT
From
Benzinga
Lithium Producers Brace For Prolonged Oversupply, Stalled Prices
December 11, 2024
Tickers
BATT
CARZ
DRIV
EVS
Tags
Benzinga
Emerging Markets
LIT
From
Benzinga
Taiwan Semiconductor Denies UAE Investment Rumors: Report
September 23, 2024
Tickers
AAPL
CARZ
GOOG
GOOGL
Tags
Government
Benzinga
SSNLF
From
Benzinga
US Port Strike In October Could Lead To Major Supply-Chain Disruptions, Says Container Trade Expert
September 17, 2024
Tickers
AVGO
CARZ
F
GM
Tags
STLA
WMT
Union
From
Benzinga
Disruptive Theme of the Week: Themes for a Lower Rate Environment
August 22, 2024
Tickers
BATT
BBH
CARZ
CNRG
Tags
FBT
CNRG
SGDJ
From
ETF Trends
Future Vehicles Spotlight: 3 Reasons to Buy CARZ ETF on the Dip
August 07, 2024
Tickers
CARZ
Tags
CARZ
Mutual Funds & ETFs
NASDAQ:CARZ
From
InvestorPlace
Taiwan Semiconductor Arbitrage Trade Faces Challenges As US Stock Premium Hits 15-Year High: 'AI Boom Is Not Over'
June 17, 2024
Tickers
AAPL
AGQI
AMD
ASIA
Tags
Tech
Benzinga
AGQI
From
Benzinga
Disruptive Theme of the Week: Flying Cars
June 14, 2024
Tickers
ARK
ARKK
ATFV
CARZ
Tags
XAR< ARKQ
disruptive technology channel
MOTO
From
ETF Trends
Apple, Nvidia Secure Future with Taiwan Semi's Advanced Chips as AI Demand Soars
June 13, 2024
Tickers
AAPL
AGQI
AI
AMD
Tags
AGQI
AMD
Market News
From
Benzinga
2023 in Charts: 5 ETF Sector Stories
December 21, 2023
Tickers
BLKC
BNGE
CARZ
DAPP
Tags
crypto channel
WGMI
Blockchain
From
ETF Trends
VettaFi Voices On: The 2023 Holiday Retail Season
December 01, 2023
Tickers
BATT
CARZ
CRUZ
EBIZ
Tags
UGA
expert insights
CRUZ
From
ETF Trends
Disruptive Tech Theme of the Week: Solid-State Batteries
October 30, 2023
Tickers
BATT
CARZ
DRIV
EVAV
Tags
LIT
HAIL
Disruptive Tech Theme of the Week
From
ETF Trends
Disruptive Tech Theme of the Week: Electric Vehicles
October 10, 2023
Tickers
BATT
CARZ
CRIT
DRIV
Tags
spdr etfs
Tesla
carz
From
ETF Trends
Auto Strike Not a Large Strike Out for EV ETFs
September 28, 2023
Tickers
AUTO
CARZ
DRIV
EV
Tags
GM
EV
F
From
ETF Trends
UAW Strike 2023: 3 ETFs Poised to Profit From Auto Worker Unrest
September 25, 2023
Tickers
CARZ
DRIV
KARS
Tags
Mutual Funds & ETFs
KARS
NYSEARCA:KARS,NASDAQ:CARZ,NASDAQ:DRIV
From
InvestorPlace
UAW strike: Ford, GM, Stellantis record profits haven’t been shared fairly with workers, Biden says
September 15, 2023
Tickers
CARZ
F
GM
STLA
Tags
GM
F
STLA
From
MarketWatch
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.