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 PGJ
Recent news which mentions PGJ
< Previous
1
2
3
4
5
Next >
Texas Governor Mandates State Agencies To Divest From China: 'Will Defend And Safeguard Itself...From Any Potential Threat'
November 22, 2024
Tickers
FXI
KWEB
MCHI
NEWS
Tags
KWEB
Market News
FXI
From
Benzinga
Chinese Fund Giants Slash ETF Fees Amid Intense Market Competition
November 20, 2024
Tickers
FXI
KWEB
MCHI
NEWS
Tags
FXI
ETFs
Market News
From
Benzinga
What's Going On With NIO Stock Today?
November 12, 2024
Tickers
KARS
NEWS
NIO
PGJ
Tags
NIO
Movers
Media
From
Benzinga
NIO Expands Battery Swap Network With 65 New Stations In China: Report
November 05, 2024
Tickers
GFOF
NEWS
NIO
PGJ
Tags
Benzinga
PGJ
Stories That Matter
From
Benzinga
Yum China Q3 Earnings Surprise: KFC & Pizza Hut Power Earnings Beat, Reiterates Capex Plan To Open ~1,500-1,700 Net New Stores
November 04, 2024
Tickers
EATZ
FCTE
NEWS
PGJ
Tags
PGJ
why it's moving
Benzinga
From
Benzinga
US-Listed Chinese ETFs Drop After Beijing Cuts Interest Rates
October 21, 2024
Tickers
FXI
KWEB
MCHI
NEWS
Tags
FXI
Market News
ETFs
From
Benzinga
Why Is NIO Stock Gaining Today?
October 18, 2024
Tickers
KARS
NEWS
NIO
PGJ
Tags
Briefs
Markets
AI Generated
From
Benzinga
Alibaba's Lazada Leverages AI in E-Commerce Race Against Shopee and TikTok Shop
October 17, 2024
Tickers
BABA
JTEK
NEWS
NVDA
Tags
AI Generated
Top Stories
NVDA
From
Benzinga
As China's Stimulus Hype Wanes, Beijing Reportedly Weighs $850B Special Treasury Bonds To Stimulate Economy And Tackle Local Debt
October 15, 2024
Tickers
ASIA
BABA
BIDU
FXI
Tags
BIDU
Market News
XPEV
From
Benzinga
Chinese Stocks, ETFs Struggle As Multi-Trillion-Yuan Stimulus Hopes Fall Short, Yet More Measures 'Are Still On The Table'
October 14, 2024
Tickers
ASIA
BABA
BEKE
BIDU
Tags
BEKE
TCHI
JD
From
Benzinga
'Fast And Furious Rally' Pushes Chinese Stocks To Double S&P 500 Performance Year To Date
October 07, 2024
Tickers
ASHR
ASIA
BABA
CNYA
Tags
Global
ASHR
CNYA
From
Benzinga
What's Going On With NIO Stock Tuesday?
October 01, 2024
Tickers
NEWS
NIO
PGJ
Tags
News
General
Briefs
From
Benzinga
Alibaba Teams Up With Nvidia to Supercharge EVs for Chinese Automakers: Report
September 23, 2024
Tickers
APIE
BABA
EVS
GWLLY
Tags
APIE
Media
Benzinga
From
Benzinga
What's Going On With NIO Shares Tuesday?
September 10, 2024
Tickers
KARS
NEWS
NIO
PGJ
Tags
Briefs
Markets
AI Generated
From
Benzinga
What's Going On With NIO Shares Today?
September 06, 2024
Tickers
EVS
KARS
NEWS
NIO
Tags
News
General
EVs
From
Benzinga
What's Going On With NIO Shares Wednesday?
September 04, 2024
Tickers
KARS
NEWS
NIO
PGJ
Tags
AI Generated
General
News
From
Benzinga
What's Going On With NIO Stock Today?
September 03, 2024
Tickers
EVS
KARS
NEWS
NIO
Tags
Markets
Briefs
AI Generated
From
Benzinga
Alibaba's Taobao Overhaul Boosts Growth: Analyst Expects 6% Quarterly Revenue Spike
August 14, 2024
Tickers
ASIA
BABA
CLIX
EBIZ
Tags
Bank of America
ONLN
CLIX
From
Benzinga
Restaurant Company Yum China Posts Mixed Q2 Results, Announces CFO Change
August 06, 2024
Tickers
CHIQ
NEWS
PGJ
YUMC
Tags
News
CHIQ
Buybacks
From
Benzinga
What's Happening With Baidu's Shares On Friday?
June 28, 2024
Tickers
BABA
BIDU
NEWS
PGJ
Tags
artificial ingelligence
Benzinga
PGJ
From
Benzinga
DouYu's Q1 Performance Falters: CEO Highlights Soft Market Challenges
June 05, 2024
Tickers
DOYU
GXC
NEWS
PGJ
Tags
Eurasia
DOYU
PGJ
From
Benzinga
Trip.Com Stock Is Trading Lower Tuesday: What's Going On?
June 04, 2024
Tickers
CGRO
NEWS
PGJ
TCOM
Tags
Equities
Market News
Movers
From
Benzinga
What's Going On With NIO Stock Wednesday?
May 29, 2024
Tickers
BYDDF
BYDDY
NEWS
NIO
Tags
NIO
BYDDF
BYDDY
From
Benzinga
NIO +4% On Tuesday - What's Going On?
May 28, 2024
Tickers
EV
KGRN
NEWS
NIO
Tags
PGJ
Benzinga
Media
From
Benzinga
NIO Down Over 8% On Thursday - What's Going On?
May 23, 2024
Tickers
KGRN
NEWS
NIO
PGJ
Tags
Media
Movers
Market News
From
Benzinga
Why NIO Shares Are Gaining Tuesday?
May 21, 2024
Tickers
KGRN
NEWS
NIO
PGJ
Tags
NIO
Movers
Market News
From
Benzinga
Alibaba Sparks AI Price War With Massive Discounts: Report
May 21, 2024
Tickers
AI
ASIA
BABA
BIDU
Tags
TCEHY
Market News
BIDU
From
Benzinga
Alibaba and Douyin Partner In Strategic Move to Dominate China's Midyear Shopping Craze
May 21, 2024
Tickers
ASIA
BABA
NEWS
ONLN
Tags
Market News
Media
Asia
From
Benzinga
What's Going On With Chinese Internet Company Sohu Stock After Q1 Print?
May 20, 2024
Tickers
EWX
NEWS
PGJ
SOHU
Tags
Earnings
Guidance
Stories That Matter
From
Benzinga
Alibaba Boosts E-Commerce Edge with AI, Despite Shrinking Market Share
May 17, 2024
Tickers
BABA
NEWS
ONLN
PGJ
Tags
BABA
Stories That Matter
Tech
From
Benzinga
< Previous
1
2
3
4
5
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.