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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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
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Zhibao Technology Inc. - Class A Ordinary Shares
(NQ:
ZBAO
)
1.010
+0.020 (+2.02%)
Streaming Delayed Price
Updated: 3:39 PM EDT, Oct 30, 2025
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Press Releases about Zhibao Technology Inc. - Class A Ordinary Shares
Zhibao Technology Announces Fiscal Year 2025 Earnings Call and Issues 60-80% Revenue Growth Guidance
October 23, 2025
Shanghai, China--(Newsfile Corp. - October 23, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," "our," or the "Company"), a...
Via
Newsfile
Topics
Earnings
Zhibao Technology Inc. Celebrates 10th Anniversary, Marking a Decade of InsurTech Innovation
September 18, 2025
Shanghai, China--(Newsfile Corp. - September 18, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
Topics
Artificial Intelligence
Zhibao Technology's Subsidiary, Zhibao Health, Launches the "Ren Ren Kang Yue" Product in Collaboration with the People's Insurance Company of China
September 17, 2025
Shanghai, China--(Newsfile Corp. - September 17, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces the Establishment of a Joint Venture Company with China Disaster Prevention Association to Pioneer "Insurance + Tech + Service" Model for Risk Mitigation
August 12, 2025
Shanghai, China--(Newsfile Corp. - August 12, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces Participation in the Skyline Signature Series Webinar
July 15, 2025
Shanghai, China--(Newsfile Corp. - July 15, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Accelerates National Expansion with Strategic Acquisition of Insurance Broker Zhonglian Jinan
July 02, 2025
Shanghai, China--(Newsfile Corp. - July 2, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology's Subsidiary, Sunshine Insurance Brokers, Expands into Low-Altitude Economy Insurance Market Through Strategic Cooperation with F+More
May 27, 2025
Shanghai, China--(Newsfile Corp. - May 27, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Topics
Economy
Zhibao Technology Inc. Announces Revised Financial Results for the Six Months Ended December 31, 2024
May 02, 2025
Shanghai, China--(Newsfile Corp. - May 2, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces the Establishment of Zhibao Labuan Reinsurance Company Limited
April 22, 2025
Shanghai, China--(Newsfile Corp. - April 22, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Inc. Announces Unaudited Financial Results for the Six Months Ended December 31, 2024
April 15, 2025
Shanghai, China--(Newsfile Corp. - April 15, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces 1H2025 Earnings Conference Call and Other Upcoming Investor Events
April 09, 2025
Shanghai, China--(Newsfile Corp. - April 9, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Launches ZBOT, an AI Agent to Enhance Sales Efficiency
April 04, 2025
Shanghai, China--(Newsfile Corp. - April 4, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Topics
Artificial Intelligence
Zhibao Technology's Subsidiary, Sunshine Insurance Brokers Announces Expansion in the Natural Gas Insurance Market in Conjunction with YipinSmart, a Subsidiary of China Gas
March 14, 2025
Shanghai, China--(Newsfile Corp. - March 14, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Topics
Energy
Zhibao Technology's Subsidiary, Sunshine Insurance Brokers, Wins Contract to Provide "Huiminbao" Inclusive Medical Insurance in China's Yunnan Province
February 19, 2025
Shanghai, China--(Newsfile Corp. - February 19, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces Participation in Key Investor Focused Events Q1 2025
January 21, 2025
Shanghai, China--(Newsfile Corp. - January 21, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces Strategic Expansion in the Pet Insurance Market Through Its "Chong Bao Bao" Platform
December 19, 2024
Shanghai, China--(Newsfile Corp. - December 19, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Co-Hosts the First Longevity Risk Conference in Shanghai
December 10, 2024
Shanghai, China--(Newsfile Corp. - December 10, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Topics
Retirement
Zhibao Technology Launches New Partnership with PICC & Munich Re to Develop New Medical Insurance Products in China
December 05, 2024
Shanghai, China--(Newsfile Corp. - December 5, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
CORRECTING and REPLACING: Zhibao Technology Inc Announces Financial Results for the Fiscal Year Ended June 30, 2024
November 01, 2024
Net Income for the fiscal year ended June 30, 2024, should be changed to RMB 13.3 million. In addition, basic...
Via
Newsfile
Zhibao Technology Inc Announces Financial Results for the Fiscal Year Ended June 30, 2024
October 31, 2024
Shanghai, China--(Newsfile Corp. - October 31, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
Zhibao Technology Hosts the First Annual "Insurance Brokerage High Quality Development Summit"
October 10, 2024
Shanghai, China--(Newsfile Corp. - October 10, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Subsidiary Sunshine Insurance Brokers Wins Contract to Provide "Hui Jia Bao" Inclusive Homeowners' Insurance in Nanjing
September 10, 2024
Shanghai, China--(Newsfile Corp. - September 10, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
Zhibao Technology Wins Tender to Provide High-End Medical TPA Services to PICC Group
August 30, 2024
Shanghai, China--(Newsfile Corp. - August 30, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
Zhibao Technology Inc. to Deliver a Live Presentation at the Skyline Signature Series(TM) on Thursday, August 15, 2024
August 08, 2024
Shanghai, China--(Newsfile Corp. - August 8, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
Zhibao Technology Inc. Reaches a Strategic Investment Cooperation with Sport Covers to Create a New Business Model of Digital Sports and Insurance Brokerage
July 25, 2024
Shanghai, China--(Newsfile Corp. - July 25, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
Zhibao Technology Inc. Announces Unaudited Financial Results for the Six Months Ended December 31, 2023
June 28, 2024
Shanghai, China--(Newsfile Corp. - June 28, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Inc. Appoints Xiaowei Le as Chief Growth Officer
June 27, 2024
Shanghai, China--(Newsfile Corp. - June 27, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
Zhibao Technology Inc. Announces Closing of Underwriters’ Over-Allotment Option in Connection with Its Initial Public Offering
May 15, 2024
From
Zhibao Technology Inc.
Via
GlobeNewswire
ChineseNewsBreaks – Zhibao Technology Inc. (NASDAQ: ZBAO) Closes on $6M Initial Public Offering
April 04, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Zhibao Technology Inc. Announces Closing of Initial Public Offering
April 03, 2024
From
Zhibao Technology Inc.
Via
GlobeNewswire
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