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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
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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 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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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Autolus Therapeutics plc - American Depositary Shares
(NQ:
AUTL
)
1.380
-0.060 (-4.17%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 16, 2026
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Autolus Therapeutics Gets Favorable Recommendation For Approval Of Cancer Therapy In EU: Retail Sentiment Brightens
↗
May 23, 2025
CHMP has recommended that the European Commission approve the therapy for treating adult patients over the age of 26 with relapsed or refractory B-cell precursor acute Lymphoblastic Leukemia.
Via
Stocktwits
Topics
Artificial Intelligence
Autolus Therapeutics Announces Positive CHMP Opinion for Obecabtagene Autoleucel for Adult Patients (age 26 and older) with Relapsed or Refractory B-Cell Precursor Acute Lymphoblastic Leukemia (R/R B-ALL)
May 23, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics Presents Clinical Data Updates at the 2025 European Hematology Association (EHA) Congress
May 14, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Earnings Scheduled For May 8, 2025
↗
May 08, 2025
Via
Benzinga
Earnings Scheduled For November 12, 2024
↗
November 12, 2024
Via
Benzinga
Autolus Therapeutics Reports First Quarter 2025 Financial Results and Business Updates
May 08, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics Announces License of AUCATZYL® (obecabtagene autoleucel) Issued by UK MHRA for Adult Patients (≥ 18 years) with Relapsed or Refractory B-Cell Precursor Acute Lymphoblastic Leukemia (R/R B-ALL)(1)
April 25, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics Highlights Advancing Autoimmune Pipeline at R&D Investor Event
April 23, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics to Report First Quarter 2025 Financial Results and Host Conference Call on May 8, 2025
April 22, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
12 Health Care Stocks Moving In Wednesday's After-Market Session
↗
April 09, 2025
Via
Benzinga
Autolus Therapeutics to Participate in the 24th Annual Needham Virtual Healthcare Conference
April 02, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics to Host R&D Investor Event on Wednesday, April 23, 2025
April 01, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics Reports Fourth Quarter and Full Year 2024 Financial Results and Business Updates
March 20, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics to Report Fourth Quarter 2024 Financial Results and Host Conference Call on March 20, 2025
March 06, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Earnings Scheduled For March 20, 2025
↗
March 20, 2025
Via
Benzinga
Autolus Therapeutics to Participate in Upcoming Investor Conferences
March 05, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics Presents Clinical Data Updates at the 2025 Tandem Meetings
January 17, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics Provides Business Updates and 2025 Overview
January 13, 2025
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics Presents Clinical Data Updates at the American Society of Hematology (ASH) Annual Meeting 2024
December 09, 2024
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics Announces Publication of Data from the FELIX study of obe-cel in r/r Adult B-ALL Patients in The New England Journal of Medicine
December 02, 2024
From
Autolus Therapeutics plc
Via
GlobeNewswire
This InterContinental Hotels Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
↗
November 15, 2024
Via
Benzinga
Nvidia To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Tuesday
↗
November 12, 2024
Via
Benzinga
Autolus Therapeutics Reports Third Quarter 2024 Financial Results and Business Updates
November 12, 2024
From
Autolus Therapeutics plc
Via
GlobeNewswire
Why Revelation Biosciences Shares Are Trading Higher By Around 49%; Here Are 20 Stocks Moving Premarket
↗
November 11, 2024
Via
Benzinga
Autolus Therapeutics Announces FDA Approval of AUCATZYL® (obecabtagene autoleucel – obe-cel) for adults with relapsed/refractory B-cell acute lymphoblastic leukemia (r/r B-ALL)
November 08, 2024
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics to Present Clinical Data Updates at the American Society of Hematology (ASH) Annual Meeting 2024 in One Oral Presentation and Three Poster Presentations
November 05, 2024
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics to Report Third Quarter 2024 Financial Results and Host Conference Call on November 12, 2024
October 28, 2024
From
Autolus Therapeutics plc
Via
GlobeNewswire
Autolus Therapeutics Presents Clinical Data Update at the 2024 Lymphoma, Leukemia & Myeloma Congress
October 16, 2024
From
Autolus Therapeutics plc
Via
GlobeNewswire
12 Health Care Stocks Moving In Wednesday's Pre-Market Session
↗
October 02, 2024
Via
Benzinga
Autolus Therapeutics announces appointment of Matthias Will, M.D. as Chief Development Officer
September 19, 2024
From
Autolus Therapeutics plc
Via
GlobeNewswire
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