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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
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NewGenIvf Group Limited - Class A Ordinary Shares
(NQ:
NIVF
)
0.5993
-0.0307 (-4.87%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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Press Releases about NewGenIvf Group Limited - Class A Ordinary Shares
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NewGen to Exercise Option to Convert Ras Al Khaimah Joint Venture into Joint Development, Projected to Boost Profits from US$67 Million to US$123 Million
December 12, 2025
Strategic Move to Unlock Further Value and Accelerate Project Momentum with Planned Fundraising and Upcoming Presale Launch
From
NewGenIVF Group Limited
Via
GlobeNewswire
NewGen Reports Nine-Month 2025 Results with Balance Sheet Strengthened to $66.75 Net Asset Value Per Share
December 02, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Announces Up to US$2 Million Share Repurchase Program
November 10, 2025
The decision to initiate the program signals NewGen’s unwavering confidence in its future growth and deeply undervalued share price
From
NewGenIvf Limited
Via
GlobeNewswire
Market Value Lower Than Cash Assets? It's Time to Reevaluate NIVF
November 06, 2025
Via
ACN Newswire
NewGenDigital Appointed as SAXA Inc.’s Agent for Tokenization of US$100 Million of Gold-backed Assets
November 05, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Announces Proposed Reverse Merger with SAXA, Inc. in a $5 Billion Mining Asset Acquisition Deal, Involving Gold, Silver, and Rare Earth
November 03, 2025
NewGen will issue 500 million shares at US$10 to acquire the mining assets, substantially boosting shareholders’ equity and transforming the merged entity into a multi-billion-dollar conglomerate
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Enters Into an Innovative Digital Assets Purchase Agreement with White Lion to Acquire up to 600,000 Solana Tokens Valued at Over $110 Million
October 31, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Announces Strategic Entry into Art Tokenization Market with $2 Million Private Collection Deal, Expandable to $200 Million
October 20, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
Zacks Small-Cap Research Initiates Coverage on NewGen
October 10, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Establishes New Joint Venture Dedicated to Real Estate Development in UAE
October 08, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Reports Total Gain from IP Acquisition of $17.9 Million for FY 2025
October 06, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Announces Strategic Acquisition of Cytometry Technology and Assets to Support Planned U.S. Expansion
July 29, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Subsidiary Signs Memorandum of Understanding with Prominent UAE Real Estate Developer
July 21, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Subsidiary Secures Strategic UAE Land and Begins Exploration of Potential Real World Asset Tokenization Initiative
July 01, 2025
The tokenization initiative would be made in connection with a real estate project with a projected sales revenue exceeding US$400 million
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Announces Planned US$45 Million Strategic Investment in UAE Real Estate Market
June 12, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
MAG 8 Momentum: NIVF, TRAW, KPRX, PNPN.V Lead $3 Undercard Surge – More Stocks Inside!
June 04, 2025
Via
AB Newswire
Power Metallic Mines Inc. (TSXV: PNPN) (OTCQB: PNPNF): A Strategic Entry Point for Investors? More Stocks Inside
June 02, 2025
Via
AB Newswire
Topics
Electric Vehicles
NewGen Announces Planned $30 Million Strategic Investment in Solana Digital Asset Staking
June 02, 2025
NewGen’s significant expansion of its digital asset portfolio demonstrates its continued commitment to the blockchain technology sector
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Announces Strategic Expansion with Services Tailored for Indian Medical Tourists
May 27, 2025
First Fertility PGS Center Limited launches culturally tailored fertility services in Thailand's growing medical tourism sector
From
NewGenIvf Limited
Via
GlobeNewswire
NewGenIVF Introduces NewGenSort to Support Men’s Reproductive Health Across Asia
May 07, 2025
MicroSort® has been rebranded as NewGenSort as the technology becomes a more integral part of NewGen’s product offerings
From
NewGenIvf Limited
Via
GlobeNewswire
NewGenIVF Announces Reverse Stock Split
May 01, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Filed 2024 Annual Report on Form 20-F
April 22, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Secures Strategic Funding to Drive International Expansion and Corporate Growth
April 03, 2025
Initial focus includes NewGen’s expansion into UAE, with further growth initiatives to follow
From
NewGenIvf Limited
Via
GlobeNewswire
NewGenIVF Announces Termination of Proposed Reverse Merger Transaction with European Wellness
March 31, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGenIvf Provides Update on Proposed Reverse Merger with European Wellness Holdings and Completion of Strategic Acquisition of MicroSort Reproductive Technology
March 07, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGenIvf Taps Veteran Healthcare Executive To Build Out Its New Egg Freezing Service
March 06, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
NewGenIvf Taps Veteran Healthcare Executive To Build Out Its New Egg Freezing Service
March 06, 2025
By Meg Flippin Benzinga
Via
TheNewswire.com
NewGen and BOBCARE Announce Strategic Collaboration to Expand Fertility Services in Kyrgyzstan
March 03, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGen Regains Compliance with Nasdaq Minimum Bid Price Requirement and Announces Listing Transfer to the Nasdaq Capital Market
February 28, 2025
From
NewGenIvf Limited
Via
GlobeNewswire
NewGenIvf Inks $5 Million Deal To Buy Sperm-Sorting Technology Company MicroSort, Eyes China Expansion
February 25, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
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