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home
about us
Investment Approach
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Team Biographies
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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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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Jiuzi Holdings, Inc. - Ordinary Shares
(NQ:
JZXN
)
1.790
-0.050 (-2.72%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
Add to My Watchlist
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Press Releases about Jiuzi Holdings, Inc. - Ordinary Shares
JIUZI HOLDINGS, INC. Announces $4.0 Million Registered Direct Offering
December 12, 2025
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings Inc. Announce Reverse Split Record Date
December 08, 2025
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Specificity (OTCQB: SPTY) Signs LOI with Blackpearl – Global Push to End $250B Ad Tech Fraud – More Stocks Inside
October 30, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Fraud
Jiuzi Holdings, Inc. Announces Pricing of $5.5 Million Registered Direct Offering and Concurrent Private Placement
September 29, 2025
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Peraso Inc. (NASDAQ: PRSO) Regains Nasdaq Compliance, Earns $2.74 Price Target from Intro-act – More Stocks Inside
September 24, 2025
Via
AB Newswire
Power Metallic (TSX.V: PNPN | OTCQB: PNPNF) High-Grade Assays Reported, Expands Drilling Access for Growth – More Miners Inside
September 24, 2025
Via
AB Newswire
TOMI Environmental (NASDAQ: TOMZ) New Era for Food Safety and Global Health – More Stock Under $1 Inside
September 24, 2025
Via
AB Newswire
Topics
Artificial Intelligence
JiuZi Company Appoints Blockchain Veteran Dr. Doug Buerger as COO to Spearhead Crypto Treasury Overhaul and Capitalize on Surging Crypyo Asset Growth
September 23, 2025
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings and Shenzhen Maigesong Terminate Negotiations to Focus on Future Growth
November 22, 2024
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings Inc. Announces 1-For-13 Reverse Share Split
June 28, 2024
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings Received Nasdaq Notification Letters
May 22, 2024
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings Received Nasdaq Notification Letter Related to Late Filing of Annual Report on Form 20-F
March 29, 2024
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings Received Nasdaq Notification Letter Regarding Bid Price Deficiency
November 17, 2023
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
UTime Ltd. Announces Strategic Partnership Agreement to Supply up to 10,000 Smart Electric Vehicle (EV) Chargers to Subsidiary of Jiuzi Holdings Inc. (NASDAQ: JZXN)
September 15, 2023
From
UTIME LTD
Via
GlobeNewswire
Jiuzi Holdings Announces Strategic Partnership Agreement to Acquire and Install up to 10,000 Smart Electric Vehicle (EV) chargers by 2027
September 15, 2023
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings Inc. Regains Compliance with Nasdaq Minimum Bid Price Requirements for Continued Listing
July 26, 2023
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings Inc. Announces Closing of $2.3 Million Registered Direct Offering
July 20, 2023
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings Inc. Announces Pricing of $2.3 Million Registered Direct Offering
July 17, 2023
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
Jiuzi Holdings Inc. Announces 1-For-18 Reverse Share Split
July 07, 2023
From
Jiuzi Holdings Inc.
Via
GlobeNewswire
InvestorNewsBreaks – Jiuzi Holdings Inc. (NASDAQ: JZXN) Inks Deal with Manufacturer of Leading Chinese EV
March 31, 2022
Via
Investor Brand Network
Topics
Electric Vehicles
Electric Vehicle (EV) Supply and Demand Issues Not Slowing Worldwide Interest and Sales
February 10, 2022
Palm Beach, FL – February 10, 2022 – FinancialNewsMedia.com News Commentary – The consumer demand for Electric Vehicles (EV) has manufactures gearing up production at an amazing rate. Factors such as...
Via
FinancialNewsMedia
Topics
Electric Vehicles
Jiuzi Holdings, Inc. Signs Strategic Cooperation Agreement with Distributor of Zhejiang Geely New Energy Commercial Vehicle Group
February 10, 2022
Hanzhou, CN – February 10, 2022 – Jiuzi Holdings, Inc. (NASDAQ:JZXN; the “Company”), a new energy vehicles franchisor and retailer under the brand name “Jiuzi” in China, today announced that, on...
Via
FinancialNewsMedia
Global Electric Vehicle Market Value Projected To Reach $802 Billion By 2027, Registering A CAGR Of 22.6%
January 11, 2022
Palm Beach, FL – January 11, 2022 – FinancialNewsMedia.com News Commentary – The consumer demand for Electric Vehicles (EV) has been growing substantially in the past few years and is projected to...
Via
FinancialNewsMedia
Topics
Economy
Electric Vehicles
Energy
Jiuzi Holdings, Inc. Signs Strategic Cooperation Agreement with Chinese Leading E-Commerce Services Provider
January 11, 2022
HANGZHOU, CN – January 11, 2022- Jiuzi Holdings, Inc. (NASDAQ:JZXN) (the “Company”; Jiuzi New Energy), a new energy vehicles franchisor and retailer under the brand name “Jiuzi” in China, today...
Via
FinancialNewsMedia
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