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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
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
FIP
Event Schedule
TAM
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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
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Articles published by Nano Dimension Ltd.
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Nano Dimension Business Functions As Usual
October 09, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Announces Its Participation in The ThinkEquity Conference on October 19th in New York City
October 03, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Announces Patent Filing for Large Language Model Analysis of Data Generated by Industrial Machines (“LogFiles”)
September 27, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Re-affirms They Are Voting “AGAINST” Stratasys’ Value-Destructive Merger with Desktop Metal; Part of Growing Consensus Along with Large Shareholder, Donerail, and Proxy Advisor, ISS
September 22, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
DM
NNDM
SSYS
Nano Dimension Resumes Its Share Repurchase Plan Immediately
September 19, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Enhances Board Governance Structure and Functionality
September 15, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension to Vote “AGAINST” Stratasys’ Value-Destructive Merger with Desktop Metal; Urges Fellow Stratasys Shareholders to Join in Opposition
September 14, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
DM
NNDM
SSYS
Nano Dimension Shareholders Re-Elect All Company Director Nominees at 2023 Annual Meeting
September 07, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Announces Acting CFO
September 05, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Final Reminder for Nano Dimension Shareholders to Vote FOR Its Highly Qualified Director Nominees
August 31, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Reminds Shareholders to Protect Their Investment and VOTE TODAY FOR Its Highly Qualified Nominees
August 30, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Highlights Recommendations from Leading Independent Proxy Advisors – ISS and Glass Lewis – FOR Nano Nominees
August 30, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Leading Independent Proxy Advisory Firm Glass Lewis Recommends Shareholders Vote FOR Nano’s Nominees and AGAINST Murchinson Slate
August 29, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
ISS Says Board and Management Team “Deserve Credit”
August 29, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Leading Independent Proxy Advisory Firm ISS Recommends: Nano’s Shareholders Vote FOR ALL Nano Dimension’s Nominees And TOTALLY AGAINST ALL Murchinson’s Slate
August 28, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Resumes Its Share Repurchase Plan Immediately
August 28, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension’s Dissident Shareholder Murchison Ltd.’s Owner, Marc Bistricer’s Case is Scheduled For Continued Hearing Processes During the Rest of 2023 Before Capital Markets Tribunal (the “Tribunal”) in Canada
August 25, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Issues Presentation Highlighting the Significant Long-Term Value Creation Opportunity at Risk with Murchinson’s Self-Serving Campaign
August 18, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Invites Retail Shareholders to a General Q&A Session via SAY Technologies Platform
August 17, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension’s Chairman and CEO Issues Video Message About the Upcoming AGM Vote and Reveals the Actual Alternatives
August 16, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Sends Letter to Shareholders and Releases Video
August 16, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Received Its Largest Single Purchase Order in History in Dollar Terms and Number of Systems
August 15, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Acquires Additive Flow Technology to Drive Software Excellence in 3D Design Simulation and Optimization
August 14, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension’s Board of Directors Emphasizes Shareholders’ Stark Choice Posed by Murchinson’s Self-Serving Campaign
August 11, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension: Murchinson Could Not Find Board Nominees to Join Them
August 09, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Sends Letter to Shareholders
August 08, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Initiated a $227.5 Million Share Repurchase Plan
August 07, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Successfully Implements SAP – a Key Enabler of Driving Operational Efficiency and Streamlining Business Processes
August 03, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
Nano Dimension Announces Expiration of Special Partial Tender Offer for Ordinary Shares of Stratasys; Offer Condition Was Not Satisfied
August 01, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
SSYS
Nano Dimension Intends to Discontinue its Stratasys Special Tender Offer and Withdraw Director Nominees for Stratasys Board
July 28, 2023
From
Nano Dimension Ltd.
Via
GlobeNewswire
Tickers
NNDM
SSYS
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