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 LI
Recent news which mentions LI
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
32
33
Next >
Chinese EV Maker Li Auto Delivers Record 51,000 Vehicles In July
August 01, 2024
Tickers
EVS
LI
NEWS
TECH
Tags
EVs
LI
News
From
Benzinga
What Are the Hottest EV Stocks Right Now? 3 Top Picks.
July 31, 2024
Tickers
LI
NVDA
RIVN
TSLA
Tags
TSLA
NASDAQ:TSLA,NASDAQ:NVDA,NASDAQ:LI,NASDAQ:RIVN,OTCMKTS:VWAGY,NASDAQ:NVDA
Market News
From
InvestorPlace
Nvidia Stock Alert: NVDA Is a Strong Buy Amid AI Surge and Strategic Expansions
July 30, 2024
Tickers
AMD
AMZN
CSCO
GWLLF
Tags
MSFT
GWLLF
UBS
From
InvestorPlace
NIO Executive Urges Rival Li Auto To Halt Weekly Sales Rankings: Read Why
July 30, 2024
Tickers
LI
NEWS
NIO
Tags
General
LI
News
From
Benzinga
Xiaomi Seeks Major EV Expansion, Acquires Land For $116M
July 29, 2024
Tickers
EVS
LI
NEWS
TECH
Tags
Market News
XPEV
Media
From
Benzinga
Elon Musk's Optimism Doesn't Rub Off On Investors, Rivian CEO Says R2 Not Model Y Copycat, GM's EV Goals Scaled Back Yet Again And More: Biggest EV Stories Of The Week
July 27, 2024
Tickers
EVS
FFIE
GM
GOEV
Tags
Stories That Matter
KARS
Market News
From
Benzinga
3 EV Stocks to Bet On for Market-Crushing Returns
July 27, 2024
Tickers
LI
NIO
NVDA
VWAGY
Tags
NASDAQ:LI,NASDAQ:NVDA,NYSE:XPEV,OTCMKTS:VWAGY,NYSE:NIO
Market News
Stocks to Buy
From
InvestorPlace
3 Auto Stocks to Buy on the Dip: July 2024
July 26, 2024
Tickers
F
GM
LI
STLA
Tags
TM
TSLA
STLA
From
InvestorPlace
Nio, XPeng, Li Auto Benefit From China's Increased Vehicle Subsidies
July 25, 2024
Tickers
LI
NEWS
NIO
XPEV
Tags
Stories That Matter
Briefs
Government
From
Benzinga
NIO Stock Warning: Why This Battered EV Maker Has Nowhere to Go But Down
July 25, 2024
Tickers
LI
NIO
ZK
Tags
NIO
Stocks to Sell
LI
From
InvestorPlace
Morgan Stanley Predicts Triple-Digit Rally for These 3 Stocks
July 25, 2024
Tickers
AZN
LI
LLY
MS
Tags
SLN
LI
NVO
From
InvestorPlace
7 Meme Stocks to Bet On for Market-Crushing Returns
July 24, 2024
Tickers
BLNK
EH
IAG
LAC
Tags
NASDAQ:RIOT,NASDAQ:BLNK,NASDAQ:EH,NYSE:MNSO,NYSE:LAC,NYSE:IAG,NASDAQ:LI,CCC:BTC/USD
BTC/USD
LI
From
InvestorPlace
Tesla Rocks Nio Stock With Disappointing Earnings. What’s Going On?
July 24, 2024
Tickers
LI
NIO
TSLA
XPEV
Tags
XPEV
Market News
NYSE:NIO,NASDAQ:TSLA,NASDAQ:LI,NYSE:XPEV
From
InvestorPlace
Why Are Chinese EV Stocks NIO, LI, XPEV Down Today?
July 24, 2024
Tickers
ALLR
GM
LI
NIO
Tags
LI
NIO
Market News
From
InvestorPlace
Tesla Stock Analysis: 3 Red Flags for Investors Despite Delivery Beat
July 24, 2024
Tickers
BYDDY
LI
NIO
TSLA
Tags
TSLA
NASDAQ:TSLA,OTCMKTS:BYDDY,NASDAQ:LI,NYSE:NIO,NYSE:XPEV
XPEV
From
InvestorPlace
3 Deeply Undervalued EV Stocks to Buy Before They Drive Higher
July 23, 2024
Tickers
LI
PCRFF
TSLA
Tags
LI
Stocks to Buy
NASDAQ:TSLA,NASDAQ:LI,OTCMKTS:PCRFF
From
InvestorPlace
Xiaomi Revs Up Electric Vehicle Gambit
July 23, 2024
Tickers
ASIA
EVS
LI
TECH
Tags
LI
XPEV
Asia
From
Benzinga
Elon Musk May Tank Tesla: 3 EV Stocks That Are Better Bets
July 23, 2024
Tickers
BYDDF
LI
NIO
TSLA
Tags
Stocks to Buy
Market News
NIO
From
InvestorPlace
What's Going On With Chinese EV Stocks Nio, Xpeng, Li Auto Stocks On Monday?
July 22, 2024
Tickers
EVS
IEMG
LI
MCHI
Tags
IEMG
Tech
Stories That Matter
From
Benzinga
Trump Pours Cold Water On Industry, Tesla Falls Ahead Of Earnings Week, Ford's Step-back In EV Plans And More: Biggest EV Stories Of The Week
July 20, 2024
Tickers
BYDDF
BYDDY
EVS
F
Tags
HYZN
TSLA
Top Stories
From
Benzinga
Benzinga Bulls And Bears: Nvidia, Tesla, CrowdStrike, Meta And Crypto Trader Sees Dogecoin Pattern Leading To All-Time High
July 20, 2024
Tickers
BABA
CRWD
LI
META
Tags
LI
$ETH
Benzinga Bulls And Bears
From
Benzinga
3 EV Stocks That Could Be Multibaggers in the Making: July Edition
July 18, 2024
Tickers
BLNK
BYDDF
LAC
LI
Tags
TSLA
Market News
Stocks to Buy
From
InvestorPlace
Steer Clear of Nio Stock as It Battles EU Tariffs and Stiff Competition
July 18, 2024
Tickers
BYDDF
LI
NIO
TSLA
Tags
Hot Stocks
TSLA
Market News
From
InvestorPlace
If You Can Only Buy One EV Stock in July, It Better Be One of These 3 Names
July 18, 2024
Tickers
LI
NIO
RIVN
Tags
Stocks to Buy
NYSE:NIO,NASDAQ:LI,NASDAQ:RIVN
Market News
From
InvestorPlace
3 EV Stocks to Buy at New Lows in July
July 17, 2024
Tickers
BYDDY
LI
SQM
TSLA
Tags
LI
Market News
Stocks to Buy
From
InvestorPlace
What's Going On With Chinese EV Maker Li Auto Shares Today?
July 17, 2024
Tickers
EVS
LI
NEWS
NIO
Tags
LI
NIO
Market News
From
Benzinga
3 EV Stocks to Buy Now in Hopes of a September Rate Cut
July 17, 2024
Tickers
LI
NIO
RIVN
TSLA
Tags
VWAGY
Stocks to Buy
Market News
From
InvestorPlace
3 Battery Stocks That Could Be Multibaggers in the Making: July Edition
July 16, 2024
Tickers
ENVX
F
HYMTF
LI
Tags
HYMTF
SSNLF
ENVX
From
InvestorPlace
3 EV Stocks to Buy Now: Q3 Edition
July 16, 2024
Tickers
GM
HMC
LI
NSANY
Tags
LI
HMC
NYSE:GM,NASDAQ:LI,OTCMKTS:NSANY,NYSE:HMC,NASDAQ:TSLA
From
InvestorPlace
Chinese EV Thrive Despite Tariff Hikes, Foreign Rivals Struggle
July 16, 2024
Tickers
BYDDF
EVS
LI
NEWS
Tags
Benzinga
Pooja Rajkumari
Tech
From
Benzinga
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
32
33
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.