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about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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What Happened With Tesla Stock Today?
July 01, 2024
Tickers
EVS
LI
NEWS
NIO
Tags
Movers
NIO
electric vehicles
From
Benzinga
Stocks Inch Up, Bonds Dip; Tesla And EVs Rally; Oil Tops $83: What's Driving Markets Monday?
July 01, 2024
Tickers
CCL
DIA
ECON
NCLH
Tags
NCLH
ETFs
Broad U/S/ Equity ETFs
From
Benzinga
Why Tesla Stock Popped Ahead of Second-Quarter Deliveries
July 01, 2024
Tickers
BYDDY
LI
NIO
TSLA
Tags
Market News
XPEV
BYDDY
From
Motley Fool
Chinese Markets Pick Up Following Positive Data On Manufacturing
July 01, 2024
Tickers
ASIA
BABA
BIDU
FXI
Tags
Chinese National Bureau of Statistics
BABA
Market News
From
Benzinga
XELA Stock Alert: Exela Announces Spinoff of BPA Company
July 01, 2024
Tickers
CSLR
NIO
SPR
XELA
Tags
Market News
SPR
Today's Market
From
InvestorPlace
Why Is Complete Solaria (CSLR) Stock Up 41% Today?
July 01, 2024
Tickers
CSLR
CSSE
NIO
SPR
Tags
NASDAQ:CSLR,NYSE:SPR,NYSE:NIO,NASDAQ:CSSE
Today's Market
SPR
From
InvestorPlace
NIO Stock Alert: Nio Deliveries Almost Double in June 2024
July 01, 2024
Tickers
LI
NIO
PSNY
XPEV
Tags
PSNY
NYSE:NIO,NASDAQ:PSNY,NASDAQ:LI,NASDAQ:XPEV
Market News
From
InvestorPlace
What's Going On With Chinese EV Stocks NIO, Li Auto, XPeng On Monday?
July 01, 2024
Tickers
EVS
LI
NEWS
NIO
Tags
XPEV
EVs
TSLA
From
Benzinga
Tesla Set To Breach $200 Mark As Stock Rises Premarket: What's Powering The Rally
July 01, 2024
Tickers
EVS
LI
NEWS
NIO
Tags
TSLA
Equities
Benzinga
From
Benzinga
Wall Street Eyes Cautious Start, Nvidia Falls: Optimistic Analyst Says S&P 500 Could Challenge All-Time Highs Multiple Times In Second-Half
July 01, 2024
Tickers
BA
GME
LI
NEWS
Tags
Economics
Previews
$BTC
From
Benzinga
No Partners, No Profit: Nio’s Lonely Road to Potential Stock Collapse
July 01, 2024
Tickers
NIO
RIVN
VWAGY
Tags
NYSE:NIO,OTCMKTS:VWAGY,NASDAQ:RIVN
Stocks to Sell
NIO
From
InvestorPlace
Tesla Rises Ahead Of Crucial Q2 Deliveries, Rivian Affirms Goal After Volkswagen Deal, Nikola Ropes In Key Customer And More: Biggest EV Stories Of The Week
June 29, 2024
Tickers
BYDDF
BYDDY
EVS
F
Tags
LCID
VFS
electric vehicles
From
Benzinga
3 Autonomous Driving Stocks That Could Make Your Grandchildren Rich
June 29, 2024
Tickers
APTV
NIO
OUST
Tags
NYSE:APTV,NYSE:NIO,NYSE:OUST
NYSE:OUST
Market News
From
InvestorPlace
Tesla's Chinese Rival NIO Expands Presence In Germany With New Showroom Amid EU Tariff Tensions
June 28, 2024
Tickers
NEWS
NIO
Tags
Stories That Matter
Briefs
NIO
From
Benzinga
What's Going On With Cheche Group Shares Today?
June 27, 2024
Tickers
CCG
NEWS
NIO
Tags
NIO
Stories That Matter
Briefs
From
Benzinga
Tesla's Chinese Rival NIO's NOMI GPT Surpasses 10M Interactions
June 27, 2024
Tickers
EVS
NEWS
NIO
Tags
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News
From
Benzinga
From EV Darling to Sub-$5 Stock, What’s Next for NIO Investors?
June 27, 2024
Tickers
BYDDF
NIO
Tags
Market News
NYSE:NIO,OTCMKTS:BYDDF
BYDDF
From
InvestorPlace
3 EV Stocks to Buy on the Dip: June 2024
June 27, 2024
Tickers
ALB
F
GM
HYMTF
Tags
F
Stocks to Buy
NIO
From
InvestorPlace
NIO's Upcoming Onvo L60 Reportedly Shows Striking Similarities To Tesla Models In Spy Shots
June 26, 2024
Tickers
EVS
NEWS
NIO
TECH
Tags
AI Generated
Top Stories
Market News
From
Benzinga
Nio Stock Is Rising Wednesday: What's Going On?
June 26, 2024
Tickers
NEWS
NIO
RIVN
Tags
Benzinga
why it's moving
RIVN
From
Benzinga
NIO Stock Gets a 5% Boost from Rivian-Volkswagen Deal
June 26, 2024
Tickers
NIO
RIVN
VWAGY
Tags
NIO
VWAGY
RIVN
From
InvestorPlace
Tesla China Gets Morale Boost As Laid-Off Employees Return: Report
June 26, 2024
Tickers
EVS
NEWS
NIO
TSLA
Tags
Media
labor
General
From
Benzinga
3 No-Brainer Stocks to Buy With $10 for the Second Half of 2024
June 26, 2024
Tickers
NIO
SIRI
WBD
Tags
Market News
NIO
WBD
From
Motley Fool
RIVN Stock Alert: Rivian Eyes Its First-Ever Profit
June 25, 2024
Tickers
NIO
RIVN
TSLA
Tags
NIO
NASDAQ:RIVN,NASDAQ:TSLA,NYSE:NIO
TSLA
From
InvestorPlace
Chinese EV Stocks Eye July 4 Deadline in European Tariff War
June 24, 2024
Tickers
BMWYY
LI
MBGYY
NIO
Tags
Market News
XPEV
Today's Market
From
InvestorPlace
Nvidia (NVDA) Stock Is Falling and It’s Dragging the Nasdaq Down with It
June 24, 2024
Tickers
MLGO
NIO
NVDA
PLUG
Tags
Today's Market
NVDA
NASDAQ:NVDA,NASDAQ:MLGO,NASDAQ:PLUG,NYSE:NIO
From
InvestorPlace
Why Is MicroAlgo (MLGO) Stock Up 113% Today?
June 24, 2024
Tickers
ALIM
MLGO
NIO
PLUG
Tags
PLUG
MLGO
Market News
From
InvestorPlace
NIO Stock Is in Focus Ahead of Annual Shareholder Meeting
June 24, 2024
Tickers
NIO
Tags
NIO
NYSE:NIO
Today's Market
From
InvestorPlace
How Are BYD, Xiaomi And Nio Boosting Car Sales?
June 24, 2024
Tickers
AMZN
BABA
BYDDF
EVS
Tags
AI Generated
BABA
mobility
From
Benzinga
Maximize Gains: Sell These 7 Overvalued Stocks Before They Slide
June 24, 2024
Tickers
BA
CAVA
CWST
NIO
Tags
Market News
RBLX
RDDT
From
InvestorPlace
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