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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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7 EV Stocks to Buy Now for Extraordinary Gains
September 21, 2022
Tickers
CHPT
F
LCID
LI
Tags
LCID
LI
NYSE:F,NASDAQ:SLDP,NASDAQ:LI,NASDAQ:RIVN,NYSE:CHPT,NASDAQ:LCID,NASDAQ:MULN
From
InvestorPlace
The mighty dollar may be about to crack, says this strategist, who offers stocks to watch on either side.
September 19, 2022
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AMC
AMZN
APE
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LMT
VZ
BBBY
From
MarketWatch
Why Tesla, ChargePoint, and Blink Charging Are Lower Today
September 16, 2022
Tickers
BLNK
CHPT
TSLA
Tags
TSLA
CHPT
Recent Press Releases
From
Motley Fool
Did Starbucks Just Become an EV Stock?
September 16, 2022
Tickers
CHPT
SBUX
Tags
Market News
SBUX
Recent Press Releases
From
Motley Fool
1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags
September 16, 2022
Tickers
CHPT
GM
GOEV
RIVN
Tags
Market News
GM
Recent Press Releases
From
Motley Fool
Why Tesla Thumped the Market Today
September 15, 2022
Tickers
BLNK
CHPT
F
GM
Tags
NIO
TSLA
CHPT
From
Motley Fool
Buy These EV Charging Stocks for Huge Gains in the 2020s
September 15, 2022
Tickers
ADBE
BAM
BLNK
BMWYY
Tags
XOM
NIO
TSLA
From
InvestorPlace
12 Industrials Stocks Moving In Thursday's Intraday Session
September 15, 2022
Tickers
ATIF
ATXG
CHPT
CHRA
Tags
CHPT
CHRA
QH
From
Benzinga
These 20 stocks have short interest of 19% or more, and AMC and GameStop are not even in the top half
September 15, 2022
Tickers
AAPL
AMC
CHPT
CVNA
Tags
QS
SIRI
HDGE
From
MarketWatch
Why ChargePoint, QuantumScape, and Blink All Jumped Today
September 15, 2022
Tickers
BLNK
CHPT
FSR
QS
Tags
Recent Press Releases
QS
Market News
From
Motley Fool
Netflix, Humana And Some Other Big Stocks Moving Higher On Thursday
September 15, 2022
Tickers
CHPT
FSR
HKD
HUM
Tags
FSR
ROKU
CHPT
From
Benzinga
Why Are EV Charging Stocks VLTA, BLNK, CHPT, EVGO Up Today?
September 14, 2022
Tickers
BLNK
CHPT
EVGO
HMC
Tags
VLTA
EVGO
TM
From
InvestorPlace
This superbull at JPMorgan who called the summer rally sees a soft landing ahead. Here’s his advice on stocks and oil.
September 13, 2022
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AAPL
AMC
AMZN
APE
Tags
BBBY
NFLX
GS
From
MarketWatch
Better Buy: ChargePoint vs. Blink Charging
September 13, 2022
Tickers
BLNK
CHPT
Tags
Recent Press Releases
Market News
BLNK
From
Motley Fool
Why ChargePoint Stock Is Charging Up This Week
September 09, 2022
Tickers
CHPT
CS
Tags
Market News
Recent Press Releases
CHPT
From
Motley Fool
Is Now the Time to Buy Electric Vehicle Stocks?
September 09, 2022
Tickers
CHPT
F
HYMTF
LCID
Tags
Market News
LCID
TM
From
Motley Fool
3 Under-the-Radar Tech Stocks to Buy in 2022
September 08, 2022
Tickers
CHPT
PANW
PI
TENB
Tags
PANW
Recent Press Releases
Market News
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Motley Fool
Why QuantumScape Shares Spiked Today
September 07, 2022
Tickers
CHPT
COWN
CS
QS
Tags
TWTR
CHPT
COWN
From
Motley Fool
Why ChargePoint Shares Popped Today
September 07, 2022
Tickers
CHPT
Tags
Recent Press Releases
Market News
CHPT
From
Motley Fool
This 'Capital Light' Firm With 'First-Mover' Advantage Attracts New Bull Who Sees 50% Upside For The Stock
September 07, 2022
Tickers
CHPT
Tags
Maheep Mandloi
Analyst Color
Analyst Ratings
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Benzinga
Is Tandy Leather Factory (TLFA) Stock the Next Big Squeeze?
September 07, 2022
Tickers
BIVI
CHPT
SIDU
TLFA
Tags
TLFA
Market News
SIDU
From
InvestorPlace
What Is Going on With Sidus Space (SIDU) Stock Today?
September 07, 2022
Tickers
BIVI
CHPT
SIDU
SOFI
Tags
Market News
SIDU
NASDAQ:SIDU,NASDAQ:BIVI,NYSE:CHPT,NASDAQ:SOFI
From
InvestorPlace
Why Is ChargePoint (CHPT) Stock Up Today?
September 07, 2022
Tickers
CHPT
Tags
NYSE:CHPT
Today's Market
CHPT
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2022
September 07, 2022
Tickers
ACCD
ALVO
AMP
AMWL
Tags
STEP
GDRX
AMP
From
Benzinga
Why ChargePoint Shares Dropped Friday
September 02, 2022
Tickers
CHPT
Tags
CHPT
Market News
Recent Press Releases
From
Motley Fool
5 Best Stocks to Buy Now in September
September 01, 2022
Tickers
AMD
CHPT
CRM
GOOG
Tags
Market News
GOOG
GOOGL
From
Motley Fool
10 Industrials Stocks With Whale Alerts In Today's Session
September 01, 2022
Tickers
CHPT
DE
FDX
GE
Tags
HTZ
FDX
GE
From
Benzinga
Looking Into ChargePoint Hldgs's Recent Short Interest
September 01, 2022
Tickers
CHPT
Tags
Trading Ideas
Benzinga
BZI/SHORTHIST
From
Benzinga
Why Nuwellis Surged Over 121%; Here Are 66 Biggest Movers From Yesterday
September 01, 2022
Tickers
ALLK
AMBA
AMRK
APGN
Tags
OBSV
Market News
DRTS
From
Benzinga
Nasdaq Edges Higher; Bed Bath & Beyond Shares Plunge
August 31, 2022
Tickers
BBBY
CHPT
EXPR
LTRPB
Tags
SNAP
Intraday Update
Earnings
From
Benzinga
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