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
Articles published by Rezolve AI Ltd
< Previous
1
2
3
Next >
Rezolve Ai to Participate in Upcoming Investor Conferences Hosted by RBC Capital Markets and Roth Capital Partners
October 27, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Strengthens Leadership Team to Accelerate Global Growth, Operational Scale, and AI Innovation
October 22, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai PLC Announces Shareholder Transfer to a New Global Institutional Investor
October 10, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Confirms Minimal Dilution from Foundational Acquisitions
October 10, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Acquires Subsquid: Building the Data and Payments Backbone for the AI Economy
October 09, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Outlines the Architecture for the Age of Agentic Commerce
October 08, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Acquires Smartpay to Power Global Digital Asset Payment Infrastructure
October 07, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Wall Street Analysts Boost Rezolve Ai Targets, Validate Path to $500M ARR
October 03, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Raises 2025 Guidance to $150M ARR and Initiates 2026 Guidance to $500M ARR Exit Rate as Strong Growth Shatters Analyst Forecasts
October 01, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Rejects Fuzzy Panda’s Misleading Report – Exposes Self-Serving Attempt to Drive Misinformation and Profit From Short Positions
September 29, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Clarifies Recent SEC Filing and Reaffirms Strategic Growth Initiatives
September 29, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Closes $200 Million Oversubscribed Financing Anchored by Returning Fundamental Institutional Investors
September 25, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Secures $200 Million Oversubscribed Financing Anchored by Returning Fundamental Institutional Investors
September 24, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Founder and CEO Daniel M. Wagner to Speak at the 3rd Annual Roth AI Summit 2025
September 23, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Eliminates Private Placement Warrant Overhang
September 18, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Stands Out as Others Stumble in $375B AI Scaling Race
September 17, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Strengthens Leadership with Appointment of Former Microsoft Retail Head Crispin Lowery as EVP, Growth
September 16, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Set to Power Next-Gen Retail Payments as Tether Unveils USAT Stablecoin Under GENIUS Act
September 15, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Gains Powerful Institutional Backing as Market Undervaluation Becomes Clear
September 12, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Launches Visual Search, Replacing Keyword Search with Conversational Commerce
September 11, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Highlights Significant Valuation Discount vs. Leading AI Peers
September 10, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai CEO Engages Wall Street with Packed September Investor Line-Up
September 08, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai to Announce Strong First Half 2025 Results and Accelerated Growth Momentum
September 02, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai to Participate in Citi’s 2025 Global TMT Conference
August 21, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Turns AI Promise into Profit and Global Growth
August 20, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Opens Asia Pacific HQ in Singapore, Backed by Multi-Million-Dollar investment from Singapore Government
August 19, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai Celebrates One Year Anniversary of Nasdaq Listing with Explosive Growth, $70M+ ARR, and Global Expansion
August 18, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Citadel Leads $50 Million Strategic Investment into Rezolve Ai to Accelerate AI-Powered Retail
July 31, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Announces $50 Million Private Placement with Two New Fundamental Long Hold Institutional Investors
July 24, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
Rezolve Ai and $150B+¹ Tether Aligned as U.S. Stablecoin Law Ushers in New Era of Regulated Digital Commerce
July 21, 2025
From
Rezolve AI Ltd
Via
GlobeNewswire
Tickers
RZLV
< 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.