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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Articles published by ElectraMeccanica Vehicles Corp.
ElectraMeccanica Vehicles Corp. Reports Results of Special Meeting of Shareholders
March 20, 2024
From
ElectraMeccanica Vehicles Corp.
Via
GlobeNewswire
Tickers
SOLO
ElectraMeccanica Reminds Shareholders to Vote in Favour of the Proposed Combination With Xos and Provides Additional Disclosure
March 14, 2024
From
ElectraMeccanica Vehicles Corp.
Via
GlobeNewswire
Tickers
SOLO
ElectraMeccanica Founder and Former Board Member Jerry Kroll Agrees to Vote in Favor of Proposed Combination with Xos, Inc.
March 01, 2024
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Completes Mailing of Proxy Materials to Approve the Proposed Combination with Xos
February 27, 2024
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Announces Filing and Mailing of the Joint Proxy Statement/Management Information Circular in Connection with its Special Meeting of Shareholders to Approve the Proposed Combination with Xos
February 13, 2024
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
XOS
ElectraMeccanica Vehicles Corp. Reports Results of 2023 Annual General Meeting of Shareholders
December 22, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Provides Shareholders with December CEO Update
December 06, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica and Tevva Resolve Merger Litigation
November 28, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
Update on ElectraMeccanica Litigation Dispute With Tevva
November 09, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
Complaint Filed Against ElectraMeccanica in Connection With Termination of Arrangement
November 07, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Vehicles Corp. Files Q3 2023 Financial Results
November 03, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
Stephen Johnston Succeeds Mark Orsmond as ElectraMeccanica’s Chief Financial Officer
October 12, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Terminates Arrangement Agreement With Tevva
October 04, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Vehicles Corp. Files Q2 2023 Financial Results
August 04, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Vehicles Corp. Files Q1 2023 Financial Results
May 15, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Vehicles Corp. Files Fiscal 2022 Annual Report
April 17, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Updates Voluntary Recall of Solo G3 and G2, Announces Buyback Remedy
April 14, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
Volcon & GLV Award ElectraMeccanica Additional Assembly Contract for Fully Electric STAG at EMV’s Mesa, AZ Facility
April 10, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
VLCN
ElectraMeccanica Provides Shareholder Update
March 15, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
Volcon, GLV and ElectraMeccanica Announce Assembly Agreement Utilizing ElectraMeccanica’s Mesa, AZ Facility
March 14, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
VLCN
ElectraMeccanica Announces Voluntary Recall
February 17, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Announces Partnership With Arizona Super Bowl Host Committee
January 06, 2023
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Announces Cost Reduction Initiatives to Streamline and Accelerate Onshore Manufacturing
December 22, 2022
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Celebrates Commissioning of New Manufacturing Facility & Corporate Headquarters in Mesa
December 12, 2022
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Appoints New CEO to Accelerate Onshoring and Commercialization
December 05, 2022
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Reports Third Quarter 2022 Financial Results
November 14, 2022
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica to Participate in Upcoming Events in Arizona and California
November 08, 2022
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Announces Upcoming Investor Day
November 02, 2022
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Launches First-Ever TV Campaign
October 27, 2022
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
ElectraMeccanica Vehicles Corp. to Announce Q3 2022 Earnings on November 14
October 26, 2022
From
ElectraMeccanica Vehicles Corp.
Via
Business Wire
Tickers
SOLO
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