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 HOLI
Recent news which mentions HOLI
< Previous
1
2
Next >
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
July 01, 2024
Tickers
AAGR
AGRI
BRFH
CHWY
Tags
IONM
LSH
CSSEN
From
InvestorPlace
Top 5 Tech Stocks That Could Lead To Your Biggest Gains This Month
May 23, 2024
Tickers
BL
DV
DXC
HOLI
Tags
Expert Ideas
Market News
tech stocks
From
Benzinga
HOLI Stock Earnings: Hollysys Automation Tech Reported Results for Q3 2024
May 16, 2024
Tickers
HOLI
Tags
HOLI
NASDAQ:HOLI
Earnings Reports
From
InvestorPlace
HOLI Stock Earnings: Hollysys Automation Tech Reported Results for Q2 2024
March 07, 2024
Tickers
HOLI
Tags
HOLI
NASDAQ:HOLI
Market News
From
InvestorPlace
Why RayzeBio Shares Are Trading Higher By 100%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
December 26, 2023
Tickers
AAOI
ABSI
ADEX
ARBB
Tags
SGHT
Market News
GCI
From
Benzinga
Dazheng-Led Consortium Raises Hollysys Automation Acquisition Bid to $1.8B, Offers 9% Increase
December 26, 2023
Tickers
HOLI
NEWS
Tags
HOLI
News
Briefs
From
Benzinga
Gracell Biotechnologies, Stratasys, Hollysys Automation Technologies And Other Big Stocks Moving Higher In Tuesday's Pre-Market Session
December 26, 2023
Tickers
ALT
CSIQ
GRCL
HOLI
Tags
HOLI
SSYS
News
From
Benzinga
M&A Opportunities: 3 Automation Stocks Set for Big Moves
December 18, 2023
Tickers
AZPN
HOLI
IBM
PATH
Tags
PATH
HOLI
SYM
From
InvestorPlace
Why Bluegreen Vacations Shares Are Trading Higher By Around 105%? Here Are Other Stocks Moving In Monday's Mid-Day Session
November 06, 2023
Tickers
ACXP
AFIB
AIRE
AMWL
Tags
BGNE
ACXP
WHLR
From
Benzinga
Why Is Hollysys Automation Technologies Stock Trading Higher Monday?
October 02, 2023
Tickers
HOLI
TECH
Tags
Briefs
M&A
Tech
From
Benzinga
Top 5 Tech Stocks That May Plunge This Quarter
August 25, 2023
Tickers
APP
BKI
FN
HOLI
Tags
FN
Market News
APP
From
Benzinga
The 3 Most Undervalued Manufacturing Stocks to Buy Now: August 2023
August 21, 2023
Tickers
AAPL
FXCOF
HOLI
HYMTF
Tags
OTCPK:HYMTF;NASDAQ:HOLI;OTCPK:FXCOF;NASDAQ:AAPL
Stocks to Buy
Market News
From
InvestorPlace
5 Value Stocks To Watch In The Industrials Sector
August 16, 2023
Tickers
CMPO
HOLI
HRT
NMM
Tags
Market News
NMM
News
From
Benzinga
Why THOR Industries Shares Are Trading Higher By 15%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
June 06, 2023
Tickers
AGRI
ALVR
BHC
BIG
Tags
Movers
CJET
ZURA
From
Benzinga
A Look Into Industrials Sector Value Stocks
April 05, 2023
Tickers
BXC
GTEC
HOLI
PSHG
Tags
BZI/VS
BXC
PSHG
From
Benzinga
UKW Media Adds a Vibrant Touch during Women's History Month
February 28, 2023
Tickers
GYM
HOLI
Tags
Black Film and TV
Entertainment
Weight Loss
From
PRLog
An ‘oversold’ rally in stocks may be in the works
September 08, 2022
Tickers
HOLI
SPX
VIX
Tags
HOLI
VIX
SPX
From
MarketWatch
Lululemon, Smartsheet, Okta, And Other Big Gainers From Friday
September 06, 2022
Tickers
AUR
BAK
BORR
CMCM
Tags
Market News
Movers
Big Gainers From Friday
From
Benzinga
Why PolyPid Dipped Over 73%; Here Are 60 Biggest Movers From Friday
September 06, 2022
Tickers
AGRI
AMLX
AMPE
APE
Tags
AUR
AMLX
Small Cap
From
Benzinga
US Stocks Turn Lower After Jobs Report; Dow Dips 200 points
September 02, 2022
Tickers
BORR
CVGW
HOLI
HPK
Tags
Eurozone
Intraday Update
Markets
From
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
September 02, 2022
Tickers
API
AUID
HKD
HOLI
Tags
Benzinga
BZI/TFM
NA
From
Benzinga
Why Lululemon Athletica Is Trading Higher By 11%, Here Are 36 Stocks Moving In Friday's Mid-Day Session
September 02, 2022
Tickers
AGRI
AMPE
APE
ARRY
Tags
Small Cap
PXMD
Top Gainers
From
Benzinga
Nasdaq Jumps Over 100 Points; Crude Oil Rises Sharply
September 02, 2022
Tickers
BORR
CVGW
HOLI
HPK
Tags
Small Cap
PXMD
Market News
From
Benzinga
What Is Going on With NewAge (NBEV) Stock Today?
September 02, 2022
Tickers
AVGO
HOLI
NBEV
TSLA
Tags
NBEV
TSLA
Today's Market
From
InvestorPlace
Hollysys Automation (HOLI) Stock Gains 18% on Take-Private Plan
September 02, 2022
Tickers
BIAF
CENN
HOLI
SBUX
Tags
CENN
Today's Market
SBUX
From
InvestorPlace
These 2 Stocks Will Lift the Nasdaq Friday
September 02, 2022
Tickers
HOLI
LULU
Tags
HOLI
^IXIC
Recent Press Releases
From
Motley Fool
Hollysys Shares Soar As Management-Led Consortium Reportedly Weighs Offer At 71% Premium
September 02, 2022
Tickers
HOLI
TECH
Tags
Small Cap
Market News
Media
From
Benzinga
11 Information Technology Stocks Moving In Friday's Pre-Market Session
September 02, 2022
Tickers
AVCT
BBAI
CLRO
CPTN
Tags
HCP
AVCT
OLB
From
Benzinga
HashiCorp, Pagerduty, Lululemon And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
September 02, 2022
Tickers
AVGO
DDD
HCP
HOLI
Tags
Consumer Discretionary
Trading Ideas
Markets
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
September 02, 2022
Tickers
ABCL
AMPE
ATXG
AVCT
Tags
AVCT
NBEV
ATXG
From
InvestorPlace
< Previous
1
2
Next >
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.