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 PCRFY
Recent news which mentions PCRFY
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
It Won't Be The Same Tesla In The Future: Elon Musk And Others Weigh In
February 12, 2022
Tickers
AAPL
PCRFY
TECH
TSLA
Tags
Market News
Media
AAPL
From
Benzinga
EV Week In Review: Tesla Revs Up Supply Chain, Volkswagen Underlines China Thrust, Ford-GM Hint At Faster EV Transition, Fisker Bound For Europe And More
February 05, 2022
Tickers
F
FSR
GM
HNHPF
Tags
TSLA
HNHPF
electric vehicles
From
Benzinga
Recap: Panasonic Q3 Earnings
February 02, 2022
Tickers
PCRFY
Tags
News
Earnings
BZI/Recaps
From
Benzinga
7 Battery Stocks That Electric Vehicle Companies Are Relying On in 2022
February 01, 2022
Tickers
FCX
GM
LCID
NIO
Tags
TECK
NYSE:NIO,NYSE:GM,NYSE:FCX,NYSE:TECK,NASDAQ:LCID,OTCMKTS:PCRFY,NYSE:QS,NASDAQ:TSLA,OTCMKTS:VWAGY
FCX
From
InvestorPlace
Benzinga's Bulls And Bears Of The Week: Tesla, Apple, Netflix, Disney, Twitter And More
January 29, 2022
Tickers
AAPL
DIS
NFLX
PCRFY
Tags
AAPL
Long Ideas
Market News
From
Benzinga
Why Tesla's New Battery Places Them At The Front Of The Pack For Years To Come
January 26, 2022
Tickers
PCRFY
TSLA
Tags
Market News
Panasonic
PCRFY
From
Benzinga
Tesla Stock Earnings: 3 Key Things to Watch Ahead of TSLA’s Q4 Report
January 25, 2022
Tickers
PCRFY
TSLA
Tags
PCRFY
NASDAQ:TSLA,OTCMKTS:PCRFY
TSLA
From
InvestorPlace
Tesla Battery Supplier Panasonic To Begin Mass Production Of New Longer-Range EV Batteries In 2023: Report
January 24, 2022
Tickers
EVS
PCRFY
TSLA
Tags
Media
Market News
PCRFY
From
Benzinga
Top 10 Lithium Stocks in LIT, the World's First Lithium ETF
January 17, 2022
Tickers
AAPL
ALB
BRK-A
BRK-B
Tags
PCRFY
LIT
TSLA
From
Motley Fool
Should You Invest in the Metaverse or Is This an Overhyped Buzzword to Avoid?
January 15, 2022
Tickers
AAPL
AMZN
FB
NKE
Tags
AAPL
Market News
NVDA
From
Motley Fool
Tesla Co-Founder Says Overall EV Demand Is Incredible But Production Can't Keep Up
January 13, 2022
Tickers
EVS
PCRFY
TECH
TSLA
Tags
Redwood Materials
Market News
electric vehicles
From
Benzinga
2 Top ETFs Revving Up in the Fast-Paced EV Market
December 27, 2021
Tickers
AAPL
ALB
DRIV
F
Tags
UNKNOWN
TSLA
Recent Press Releases
From
Motley Fool
Behind the Wall: Fund Manager Says EV Stocks Will Ride ‘Rising Tide’
December 09, 2021
Tickers
AMZN
BYDDF
F
GGPI
Tags
LAZR
GGPI
TSLA
From
InvestorPlace
Even Good Penny Stocks Like Senseonics Aren’t Always Profitable
December 03, 2021
Tickers
AAPL
ABT
BAYRY
DXCM
Tags
DXCM
PCRFY
ABT
From
InvestorPlace
7 Japan Stocks to Buy as U.S. Dollar Inflation Soars Higher
December 03, 2021
Tickers
JPM
LSRCY
MSFT
MUFG
Tags
Market News
Stocks to Buy
NTDOY
From
InvestorPlace
QuantumScape’s Risk Has Dropped, But It Remains High
December 02, 2021
Tickers
BYDDF
OXUS
PCRFY
QS
Tags
NYSE:QS,OTCMKTS:VLKAY,OTCMKTS:BYDDF,OTCMKTS:PCRFY,NASDAQ:OXUS
OXUS
PCRFY
From
InvestorPlace
Can Lucid Challenge Tesla's EV Dominance?
November 26, 2021
Tickers
LCID
PCRFY
TM
TSLA
Tags
Market News
VWAGY
TM
From
Motley Fool
Investment Opportunity Breakdown: Electric Vehicle Battery Stocks
November 23, 2021
Tickers
BMWYY
BYDDY
DCRC
F
Tags
TSLA
POAHY
VLVLY
From
InvestorPlace
7 Stocks to Buy Primed to Profit From a National EV Charging Network
November 23, 2021
Tickers
CHPT
HTZZ
PCRFY
QS
Tags
QS
Stocks to Buy
HTZZ
From
InvestorPlace
Canoo Accelerates Production Plans, Wins $100 Million in New Incentives
November 16, 2021
Tickers
GOEV
PCRFY
Tags
GOEV
Recent Press Releases
Market News
From
Motley Fool
2 Top Stocks to Mine the Riches of the EV Market
November 13, 2021
Tickers
ALB
HYMLF
LTHM
PCRFY
Tags
VLKP/F
LTHM
PCRFY
From
Motley Fool
Tesla Supplier Panasonic Showcases EV Battery For Tesla: What You Need To Know
October 25, 2021
Tickers
PCRFF
PCRFY
TECH
TSLA
Tags
Media
Market News
News
From
Benzinga
Apple Car Hits Stalemate: Talks With Battery Manufacturers CATL And Buffett-Backed BYD Reportedly Stalled
October 22, 2021
Tickers
AAPL
BYDDF
PCRFY
TECH
Tags
Tech
TSLA
Benzinga
From
Benzinga
Electric vehicles certainly do pollute — their battery packs are poised to be one of the biggest new sources of pollution
October 18, 2021
Tickers
DMLRY
NSANY
PCRFY
RNLSY
Tags
PCRFY
TSLA
RNLSY
From
MarketWatch
NIO Stock: 2 Big Reasons Nio Is Struggling Today
September 20, 2021
Tickers
CHPT
EGRNF
LI
NIO
Tags
NIO
LI
EGRNF
From
InvestorPlace
Senseonics Stock Looks Like It Is Going to Stay Rangebound for a While
September 13, 2021
Tickers
KKR
MITSY
PCRFY
SENS
Tags
Hot Stocks
PCRFY
NYSEAMERICAN:SENS,NYSE:KKR,OTCMKTS:MITSY,OTCMKTS:PCRFY
From
InvestorPlace
My Top Energy Stock to Buy in September
September 09, 2021
Tickers
PCRFY
STEM
TSLA
Tags
STEM
TSLA
Market News
From
Motley Fool
7 Battery Stocks to Buy Following Warren Buffett’s Big EV Bet
August 20, 2021
Tickers
BLNK
BRK-B
BYDDF
ENS
Tags
TM
PCRFY
BYDDF
From
InvestorPlace
2 Moonshot Stocks Under $10 Following the Golden Rule
August 13, 2021
Tickers
BYDDY
GCI
GME
HLYK
Tags
QS
NLS
TUP
From
InvestorPlace
Tesla, Nio Supplier CATL Seeks To Raise $9B In Bid To Expand Lithium-Ion Battery Production
August 13, 2021
Tickers
EVS
NIO
PCRFY
TECH
Tags
Benzinga
Financing
TSLA
From
Benzinga
< 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.