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home
about us
Investment Approach
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Firm ADV PDFs
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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
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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TAF® Program
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Additional Information
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Back Dated Performance Reports
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Total Asset Market (TAM sm) Presentation
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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
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USA Rare Earth, Inc. - Common Stock
(NQ:
USAR
)
19.94
-0.19 (-0.93%)
Streaming Delayed Price
Updated: 3:06 PM EDT, Oct 29, 2025
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Press Releases about USA Rare Earth, Inc. - Common Stock
USA Rare Earth Deepens Mining Expertise with Appointment of Dr. Alex Moyes as Vice President of Mining
Today 7:00 EDT
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Announces Date for Release of Third Quarter 2025 Results and Conference Call
October 07, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Accelerates Mine-to-Magnet Strategy with the Transformative Acquisition of Less Common Metals (LCM)
September 29, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
Global Rare Earth Elements Market Size Projected to Reach $8.14 Billion By 2032 with a Significant Increase in Demand Expected
October 01, 2025
EQNX::TICKER_START (OTCQX:APXCF),(CSE:APXC),(NASDAQ:NB),(NYSE:MP),(NYSE:UUUU),(NASDAQ:USAR),(TSX:EFR) EQNX::TICKER_END
Via
FinancialNewsMedia
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Electric Vehicles
Emissions
USA Rare Earth Names Barbara Humpton as CEO
September 29, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
Global Rare Earth Elements Market Size Projected to Reach $8.14 Billion By 2032 with a Significant Increase in Demand Expected
October 01, 2025
From
FN Media Group LLC
Via
GlobeNewswire
USA Rare Earth and Enduro Sign Memorandum of Understanding for Delivery of U.S.-Made Neo Magnets for Pipeline Cleaning “Smart Pigs”
August 12, 2025
Oklahoma Neo-Magnet Plant Stands Ready to Serve Dozens of Industries with a Modular Production Line Capable of Micro-Manufacturing Magnets of All Shapes, Sizes & Use-Cases
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Reports its Second Quarter 2025 Financial Results
August 11, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth to Present at the Canaccord Genuity 45th Annual Growth Conference
August 06, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Announces Joint Development Agreement with ePropelled for Supply of Neo Magnets for Drone Technology
August 05, 2025
Oklahoma Manufacturing Plant Will Produce Lightweight, Powerful Magnets Needed for Production of Uncrewed Air, Land and Sea Vehicles
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Announces Date for Second Quarter 2025 Results and Conference Call
July 22, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Bolsters Global Sales Effort with Appointment of Ron Fogarty as Vice President of Sales
June 23, 2025
New Hire Follows Multiple Customer MOU Announcements in May and June, Ensuring USAR will Remain on Track to Deliver Neo Magnets and Support Customers in 2026
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth and Moog Sign Memorandum of Understanding for Delivery of U.S.-Made Neo Magnets for Data Center Cooling Solutions
June 16, 2025
USAR to Qualify its Magnets for use in Moog’s CoreMotion™ Liquid Coolant Distribution Pumps
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Announces Appointment of David Bushi as Senior Vice President of Manufacturing
June 05, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth and PolarStar Innovations Sign Memorandum of Understanding for Delivery of U.S.-Made Neo Magnets
May 27, 2025
New Partnership Signals Continued Interest in American Manufacturers Seeking US-Made Magnets
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Reports its First Quarter 2025 Financial Results
May 14, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Announces Closing of $75 Million PIPE Financing
May 05, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Announces $75 Million PIPE Investment
April 30, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth and The StudBuddy® Sign Memorandum of Understanding for Delivery of U.S.-Made Neo Magnets
April 22, 2025
New Partnership Underscores the Companies’ Shared Commitment to Securing a Domestic Rare Earth Supply Chain and Supporting U.S. Manufacturing
From
USA Rare Earth, Inc.
Via
GlobeNewswire
USA Rare Earth Announces Date for First Quarter 2025 Results and Conference Call
April 21, 2025
From
USA Rare Earth, Inc.
Via
GlobeNewswire
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