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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
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
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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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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
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Li Auto Strikes Back At Tesla's Snub With Performance Test Victory
January 25, 2024
Tickers
ASIA
EVS
LI
NEWS
Tags
electric vehicles
Chinese EV maker
Markets
From
Benzinga
3 Growth Stocks That Could Benefit Most From the Coming Bull Market
January 24, 2024
Tickers
LI
META
NVDA
SHOP
Tags
SHOP
NYSE:SHOP,NASDAQ:LI,NASDAQ:META,NASAQ:NVDA
NVDA
From
InvestorPlace
Hot Picks: 7 Stocks Wall Street Expects to Double in 2024
January 24, 2024
Tickers
ALB
BE
CELH
FVRR
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CELH
MTCH
From
InvestorPlace
Why Electric Vehicle Stocks Like Lucid and Li Auto Triumphed on Tuesday
January 23, 2024
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AAPL
LCID
LI
XPEV
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Recent Press Releases
LI
From
Motley Fool
Which Chinese Stock Is the Most Attractive Pick in 2024?
January 23, 2024
Tickers
BABA
JD
LI
NIO
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LI
BABA
NIO
From
InvestorPlace
Charging Forward: 3 EV Stocks Accelerating Ahead of the Competition in 2024
January 23, 2024
Tickers
BYDDF
LI
TSLA
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BYDDF
Market News
TSLA
From
InvestorPlace
China's Market Rescue: A Bold $278 Billion Stabilization Plan In Play Amid Deepening Crisis
January 23, 2024
Tickers
ASIA
BABA
BIDU
EWH
Tags
Emerging Market ETFs
PDD
Asia
From
Benzinga
Why (Most) EV Stocks Had a Phenomenal Day Today
January 22, 2024
Tickers
CHPT
LI
QS
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QS
Market News
CHPT
From
Motley Fool
Why Li Auto Stock Is Volatile Today
January 22, 2024
Tickers
LI
NEWS
Tags
why it's moving
News
Market News
From
Benzinga
Why Is NIO Stock Down Today?
January 22, 2024
Tickers
LI
NIO
XPEV
Tags
XPEV
Today's Market
Market News
From
InvestorPlace
Why Is Alibaba Stock Trading Lower Monday?
January 22, 2024
Tickers
BABA
BIDU
BYDDF
BYDDY
Tags
TCEHY
BABA
LI
From
Benzinga
3 EV Stocks Cementing Their Status as Top Long-Term Market Picks
January 20, 2024
Tickers
LI
NVDA
RIVN
T
Tags
TSLA
T
RIVN
From
InvestorPlace
Elon Musk Slammed For Wanting More Tesla Control, Rivian Skids On Prospect Of Significant Losses, Fisker Faces Braking Issue Probe And More: Biggest EV Stories Of The Week
January 20, 2024
Tickers
ARVL
ASIA
BYDDF
BYDDY
Tags
Equities
TSLA
Benzinga
From
Benzinga
What's Going On With Alibaba and Other Chinese Stocks Friday?
January 19, 2024
Tickers
BABA
BYDDF
BYDDY
FXI
Tags
FXI
Briefs
Tech
From
Benzinga
7 Boring Stocks Offering Consistent Growth and Long-Term Stability
January 19, 2024
Tickers
CCJ
CRWD
LI
LPG
Tags
Stocks to Buy
NASDAQ:NVDA,NYSE:LPG,NYSE:SNOW,NASDAQ:CRWD,NYSE:LYV,NASDAQ:LI,NYSE:CCJ
SNOW
From
InvestorPlace
If You’re Betting on an EV Stock This Year, Li Auto Is a Must-Buy
January 19, 2024
Tickers
LI
NVDA
Tags
LI
Stocks to Buy
NVDA
From
InvestorPlace
3 EV Stocks Poised to Be Portfolio Outperformers in 2024
January 18, 2024
Tickers
BYDDF
GM
LAC
LI
Tags
Battery Stocks
NVDA
Market News
From
InvestorPlace
China's Top Auto Makers Huddle In Beijing To Plot Future Amidst NEV Surge, Global Ambitions
January 18, 2024
Tickers
ASIA
EVS
LI
NEWS
Tags
Media
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Market News
From
Benzinga
Why Li Auto Stock Is Moving
January 17, 2024
Tickers
LI
NEWS
Tags
Benzinga
LI
News
From
Benzinga
Electric Avenue: 3 EV Stocks Charging Up for a Mega-Bull Run
January 17, 2024
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HYMTF
LI
NIO
NVDA
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OTCMKTS:HYMTF,NASDAQ:LI,NASDAQ:TSLA,NYSE:NIO,NYSE:XPEV,NASDAQ:NVDA
TSLA
HYMTF
From
InvestorPlace
Why Li Auto Shares Are Moving
January 16, 2024
Tickers
LI
NEWS
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News
why it's moving
Market News
From
Benzinga
Li Auto's Options Frenzy: What You Need to Know
January 16, 2024
Tickers
LI
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Markets
Options
LI
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
January 15, 2024
Tickers
BABA
BURL
CHWY
CROX
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Benzinga
W
TSLA
From
Benzinga
Buy These 3 EV Stocks to Bet on the Next BYD
January 15, 2024
Tickers
BYDDF
GM
LI
NVDA
Tags
VWAGY
Stocks to Buy
NASDAQ:TSLA,NASDAQ:NVDA,OTCMKTS:BYDDF,NASDAQ:LI,NYSE:GM,OTCMKTS:VWAGY
From
InvestorPlace
Tesla Price Cuts In China Spooks Investors, Lucid Skids To Record Low Amid Falling Q4 Production, XPeng's Flying Car And More: Biggest EV Stories Of The Week
January 13, 2024
Tickers
ARVL
ASIA
FFIE
FSR
Tags
Equities
TSLA
Benzinga
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
January 12, 2024
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BABA
CAKE
ETSY
F
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PENN
NIO
LCID
From
Benzinga
3 EV Stocks With Upcoming Catalysts You Can’t Ignore
January 11, 2024
Tickers
BYDDF
LI
NIO
Tags
Market News
BYDDF
Electric Vehicles
From
InvestorPlace
10 Top Strong Buy Stocks That Can Soar 20% or More From Here
January 11, 2024
Tickers
BABA
BIDU
DIS
DKNG
Tags
DKNG
Market News
Today's Market
From
InvestorPlace
The 3 Best EV Stocks to Buy in January 2024
January 11, 2024
Tickers
ALB
LI
PCRFY
TSLA
Tags
Stocks to Buy
NASDAQ:TSLA,NASDAQ:LI,OTCMKTS:PCRFY,NYSE:ALB
LI
From
InvestorPlace
7 Stocks Primed to Explode Your Net Worth by 2030
January 11, 2024
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DKNG
HDB
LI
NCMGF
Tags
HDB
TSLA
Stocks to Buy
From
InvestorPlace
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