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 SOLO
Recent news which mentions SOLO
< Previous
1
2
3
Next >
7 Stocks to Watch as Electric Vehicle Adoption Takes Off
February 20, 2023
Tickers
AMZN
BB
CHPT
DDAIF
Tags
AMZN
CHPT
STEM
From
InvestorPlace
7 Sorry EV Stocks to Sell in February Before It’s Too Late
January 31, 2023
Tickers
FFIE
GOEV
GP
LCID
Tags
NASDAQ:FFIE,NASDAQ:SOLO,NASDAQ:MULN,NASDAQ:LCID,NASDAQ/ARVL,NASDAQ:GOEV,NASDAQ:GP,NASDAQ:TSLA
Stocks to Sell
NASDAQ/ARVL
From
InvestorPlace
US Stocks Mixed; McDonald's Earnings Top Estimates
January 31, 2023
Tickers
AI
APCX
ATCX
GNS
Tags
Penny Stocks
NVVE
Eurozone
From
Benzinga
3 EV Penny Stocks Worth Picking Up for Under $1
January 28, 2023
Tickers
SHEL
SOLO
VLTA
XOS
Tags
Market News
SHEL
XOS
From
InvestorPlace
3 EV Stocks That Have Zero Chance of Making It to the Finish Line
January 23, 2023
Tickers
ARVL
MULN
PSNY
SOLO
Tags
ARVL
MULN
Stocks to Sell
From
InvestorPlace
3 Stocks That Are About to Get Absolutely Slaughtered
January 17, 2023
Tickers
AGYS
ATAT
MAR
SOLO
Tags
AGYS
Stocks to Sell
NASDAQ:AGYS,NASDAQ:ATAT,NASDAQ:SOLO;NASDAQ:MAR
From
InvestorPlace
Why Broadwind Shares Are Trading Higher By 85%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
January 11, 2023
Tickers
ACON
AMC
APPH
ARBK
Tags
News
Benzinga
AMC
From
Benzinga
Why AMC Entertainment Shares Are Trading Lower By Around 13%? Here Are 59 Stocks Moving In Thursday's Mid-Day Session
December 22, 2022
Tickers
ACMR
AEHR
ALVO
AMC
Tags
GRRR
MGAM
EDSA
From
Benzinga
Stocks That Hit 52-Week Lows On Thursday
December 22, 2022
Tickers
PBLA
PCSA
PEAR
PEV
Tags
RKDA
PEV
SMIT
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
December 21, 2022
Tickers
PME
PRSO
PSNL
PTN
Tags
PSNL
PTN
WNW
From
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
December 20, 2022
Tickers
OCGN
OCX
OGI
OLO
Tags
RVP
OTLY
SDIG
From
Benzinga
Stocks That Hit 52-Week Lows On Monday
December 12, 2022
Tickers
NVFY
OCUL
ONDS
OPK
Tags
WE
SLGC
POWW
From
Benzinga
15 EV Stocks to Sell Before They Die
November 30, 2022
Tickers
FSR
FUV
GOEV
HYZN
Tags
SOLO
HYZN
SLDP
From
InvestorPlace
3 EV Stocks to Sell Right Now … and 1 to Buy
November 16, 2022
Tickers
ALB
HYZN
SOLO
WKHS
Tags
ALB
NASDAQ:WKHS,NASDAQ:HYZN,NASDAQ:SOLO,NYSE:ALB
WKHS
From
InvestorPlace
7 Penny Stocks to Buy for 10-Bagger Returns
November 15, 2022
Tickers
HRTX
KGC
PSNY
RIG
Tags
Market News
TLRY
PSNY
From
InvestorPlace
Earnings Scheduled For November 14, 2022
November 14, 2022
Tickers
MPTI
NBY
NDRA
NGS
Tags
RGTI
WYY
QRHC
From
Benzinga
7 Penny Stocks to Sell Pronto Before a Painful Downturn
October 27, 2022
Tickers
BBIG
CENN
EXPR
IBIO
Tags
CENN
BBIG
SOLO
From
InvestorPlace
7 of the Best Contrarian Stocks to Buy When Investors Are Fearful
October 20, 2022
Tickers
ARVL
LKNCY
PLUG
SOLO
Tags
LKNCY
SRNE
ULTA
From
InvestorPlace
3 Short-Squeeze Stocks Set to Spike
September 19, 2022
Tickers
BBBY
EVGO
SOLO
WRBY
Tags
NASDAQ:EVGO,NYSE:WRBY,NASDAQ:SOLO,NASDAQ:BBBY
WRBY
BBBY
From
InvestorPlace
3 Stock Investing Opportunities to Make 1,000% Gains
September 19, 2022
Tickers
MARA
SOLO
TLRY
Tags
Stocks to Buy
BTC/USD
MARA
From
InvestorPlace
3 Promising Stocks Under $2 Worth Snapping Up Now
September 16, 2022
Tickers
AMZN
CMCSA
DIS
GLBS
Tags
PLUG
SOLO
Stocks to Buy
From
InvestorPlace
7 Penny Stocks to Sell Before They Go to Zero
September 03, 2022
Tickers
EOSE
EXPR
HYZN
IBIO
Tags
EOSE
NBEV
TMC
From
InvestorPlace
3 Speculative Penny Stocks That Are Worth a Look
September 01, 2022
Tickers
BORR
SNDL
SOLO
Tags
NASDAQ:SOLO;NASDAQ:SNDL;NYSE:BORR
BORR
SNDL
From
InvestorPlace
The 3 Worst EV Stocks You Can Buy Right Now
August 29, 2022
Tickers
F
NKLA
RIDE
SOLO
Tags
Stocks to Sell
F
TSLA
From
InvestorPlace
Billionaire Israel Englander Is Betting on These 3 EV Stocks
August 23, 2022
Tickers
BEEM
LCID
REE
SOLO
Tags
NASDAQ:REE,NASDAQ:BEEM,NASDAQ:SOLO,NASDQ:TSLA,NASDAQ:LCID
BEEM
Today's Market
From
InvestorPlace
7 Penny Stocks Trading at a Massive Discount Right Now
July 30, 2022
Tickers
AMZN
BORR
HIVE
IWC
Tags
BTC/USD
KGC
TLRY
From
InvestorPlace
3 Electric Vehicle Stocks That Are Too Cheap to Ignore
July 22, 2022
Tickers
F
FDX
R
SOLO
Tags
UPS
TSLA
NASDAQ:WKHS,NASDAQ:SOLO,NYSE:F,NASDAQ:TSLA,NYSE:UPS,NYSE:FDX,NYSE:R
From
InvestorPlace
7 Best Green Penny Stocks to Buy Now
July 20, 2022
Tickers
ABML
AQMS
CBAT
OPTT
Tags
TANH
ABML
SPI
From
InvestorPlace
Tesla, Twitter And 76 Biggest Movers From Friday
July 11, 2022
Tickers
ABEO
ACER
ACRX
ADTX
Tags
HGEN
IRTC
UPST
From
Benzinga
Why ElectraMeccanica Vehicles Dropped 11% Today
July 08, 2022
Tickers
RIVN
SOLO
Tags
Recent Press Releases
Market News
RIVN
From
Motley Fool
< Previous
1
2
3
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.