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 NIO Inc
Recent news which mentions NIO Inc
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Stocks making the biggest moves midday: Southwest, Peloton, Tesla, Herbalife and more
December 27, 2022
Tags
Herbalife Ltd
Markets
Las Vegas Sands Corp
From
CNBC.com News
Chinese EV maker Nio cuts delivery guidance for fourth quarter, citing Covid disruptions
December 27, 2022
Tags
Climate
US: News
Business
From
CNBC.com News
Stocks making the biggest moves premarket: Southwest, Tesla, Peloton and others
December 27, 2022
Tags
JD/Com Inc
Pinduoduo Inc
Finance
From
CNBC.com News
China's economy looks different than it was going into the pandemic
December 21, 2022
Tags
Alibaba Group Holding Ltd
World Economy
BYD Co Ltd
From
CNBC.com News
U.S.-listed Chinese stocks rally as investors turn bullish on reopening shift
December 05, 2022
Tags
U/S/ Markets
Investing
Xpeng Inc
From
CNBC.com News
Tesla recalls 435,000 cars in China over rear light issue and will issue software update
December 01, 2022
Tags
Environment
Li Auto Inc
Tesla Inc
From
CNBC.com News
Chinese Tesla rival Nio and giant Tencent partner to work on self-driving tech
November 29, 2022
Tags
Tesla Inc
NIO Inc
Mobile
From
CNBC.com News
Cramer's lightning round: Enphase Energy is a buy
November 28, 2022
Tags
Business News
S&P 500
Stock Picks
From
CNBC.com News
Tesla recalls more than 80,000 cars in China over software and seatbelt issues
November 25, 2022
Tags
Autos
China Economy
Transportation
From
CNBC.com News
Stocks making the biggest moves midday: Six Flags, Rivian, Bumble, Coinbase, Dutch Bros and more
November 10, 2022
Tags
Stock markets
Business
Dutch Bros Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Tapestry, WeWork, Rivian and others
November 10, 2022
Tags
Rivian Automotive Inc
WeWork Inc
Earnings
From
CNBC.com News
Nio reports strong third-quarter revenue as it gears up for a big year-end production push
November 10, 2022
Tags
NIO Inc
Autos
Technology
From
CNBC.com News
Xpeng electric car deliveries drop in October to half of Nio's
November 02, 2022
Tags
BYD Co Ltd
Xpeng Inc
China Politics
From
CNBC.com News
Chinese EV maker Xpeng debuts most advanced semi-autonomous driving system to rival Tesla
October 24, 2022
Tags
Technology
Electric vehicles
NIO Inc
From
CNBC.com News
Stocks making the biggest moves in the premarket: Tesla, WeWork, Alibaba and more
October 24, 2022
Tags
JD/Com Inc
Finance
Li Auto Inc
From
CNBC.com News
Cramer's lightning round: Stay long on CF Industries
October 18, 2022
Tags
Dutch Bros Inc
Business
Freshpet Inc
From
CNBC.com News
After Xi Jinping Boosts China's Tech Sector, Here's Why Nio Stock Could Stage Large Reversal
October 18, 2022
Tickers
ASIA
NIO
Tags
Benzinga
Short Ideas
NIO Inc
From
Benzinga
China's climate push could spawn new global players, even if Beijing falls short on its pledge
October 03, 2022
Tags
Market Insider
China Politics
BYD Co Ltd
From
CNBC.com News
China's flood of new electric cars cost 20% more to insure than fuel-powered cars
September 26, 2022
Tags
Market Insider
Insurance
China Economy
From
CNBC.com News
Chinese EV maker Li Auto falls after it cuts delivery outlook; Beijing extends tax breaks for electric cars
September 26, 2022
Tags
Renewable Energy
Xpeng Inc
Environment
From
CNBC.com News
China's CATL, a Tesla supplier, considers expanding battery swapping business overseas
September 22, 2022
Tags
Environment
Renewable Energy
Metal Commodities
From
CNBC.com News
Xpeng breaks out of a lower price range with its most expensive car to date
September 22, 2022
Tags
Xpeng Inc
Tesla Inc
Li Auto Inc
From
CNBC.com News
Xpeng says its next SUV could become the company's new best-selling car
September 21, 2022
Tags
NIO Inc
Stock markets
China Markets
From
CNBC.com News
Chinese EV maker Xpeng launches rival to Tesla's semi-autonomous driving system
September 20, 2022
Tags
Autos
Transportation
Environment
From
CNBC.com News
Nio says Nvidia chip restrictions won't hurt them
September 08, 2022
Tags
Market Insider
China Politics
Xpeng Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Coupa, UiPath, Nio and more
September 07, 2022
Tags
Market Insider
AstraZeneca PLC
Pinterest Inc
From
CNBC.com News
China's electric car firms, which rely heavily on Nvidia, are safe from the U.S. chip ban — for now
September 02, 2022
Tags
NVIDIA Corp
Baidu Inc
stocks
From
CNBC.com News
Chinese EV stocks fall after Li Auto and Xpeng report plunge in August deliveries; Nio ekes out growth
September 01, 2022
Tags
Earnings
Economic events
Electric vehicles
From
CNBC.com News
Chinese EV maker Xpeng teases two new cars — and one will compete with Tesla's Model Y
August 24, 2022
Tags
Transportation
NIO Inc
Electric vehicles
From
CNBC.com News
Chinese e-commerce giant Alibaba teams up with Tesla rival Xpeng on tech for driverless cars
August 02, 2022
Tags
Enterprise
Autos
Internet
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
10
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.