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home
about us
Investment Approach
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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
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Back Dated Performance Reports
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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
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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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Webull Corporation - Class A Ordinary Shares
(NQ:
BULL
)
4.930
-0.050 (-1.00%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 10, 2026
Add to My Watchlist
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All News about Webull Corporation - Class A Ordinary Shares
< Previous
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Webull Unveils Vega — An AI-Powered Decision Partner Cutting Through The 'Noise'
↗
November 12, 2025
Webull CEO Anthony Denier shares details of the new Vega AI platform with Benzinga in an exclusive interview.
Via
Benzinga
Topics
Artificial Intelligence
EXCLUSIVE: Webull CEO Says 'International Growth Even Trumps The US Growth'
↗
November 11, 2025
In a featured live episode of "Marketopolis" at the Benzinga Fintech Day & Awards 2025 in New York City on Monday Anthony Denier, CEO and Group President of Webull, offered a rare look into the...
Via
Benzinga
Robinhood Q3 Preview: Retail Bets On Strong Q3 Earnings Driven By Surge In Trading Volumes, Product Expansions
↗
November 04, 2025
Via
Stocktwits
Is Your Stock a Squeeze Target? How To Decode Short Interest Data
↗
November 03, 2025
Here's a primer on what short interest is, where the data comes from and some ways it can be used by individual investors.
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
October 21, 2025
Via
Benzinga
Webull Stock Dips As Lock-Up Expiry Looms — But Retail Traders See Buying Opportunity
↗
October 07, 2025
Via
Stocktwits
3 Beaten-Down Stocks to Buy Before It's Too Late
↗
October 18, 2025
October has historically been the most volatile month of the year.
Via
The Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
↗
October 13, 2025
Via
Benzinga
Check out the stocks that are attracting the most attention and driving market activity.
↗
October 08, 2025
Let's have a look at what is happening on the US markets on Wednesday. Below you can find the most active stocks in today's session.
Via
Chartmill
10 Financials Stocks Whale Activity In Today's Session
↗
October 02, 2025
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
October 01, 2025
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
September 30, 2025
Via
Benzinga
Deregulation May Hurt Retail Traders But Brokerages Stand To Benefit; Expect More Unexpected Bankruptcies
↗
September 30, 2025
To gain an edge, this is what you need to know today.
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
September 26, 2025
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
September 25, 2025
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Webull Expands Worldwide As Next-Gen Trading Platform Gains Traction
↗
September 25, 2025
Webull Corporation (NASDAQ: BULL) shares are trading higher on Thursday as Rosenblatt analyst Chris Brendler initiates coverage with a
Via
Benzinga
This Lululemon Analyst Is No Longer Bullish; Here Are Top 3 Downgrades For Thursday
↗
September 25, 2025
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings...
Via
Benzinga
This Biogen Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Thursday
↗
September 25, 2025
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings...
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
September 24, 2025
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
September 23, 2025
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
September 03, 2025
Via
Benzinga
Webull Shares Slide Despite Strong Revenue And Crypto Trading Comeback
↗
September 02, 2025
Webull shares fall despite strong Q2 revenue and return of crypto trading. Equity volume and customer assets hit all-time highs.
Via
Benzinga
5 Stocks Retail Was Discussing This Week And How They Performed: OPEN, BULL, MDB, NVDA, BABA
↗
August 30, 2025
Discover the top 5 stocks retail investors discussed this week (Aug 25-29, 2025) on social media: OPEN, BULL, MDB, NVDA, BABA.
Via
Benzinga
Benzinga Bulls And Bears: Eli Lilly, Firefly, Marvell — And Trump Investment Hints Boost Defense Stocks
↗
August 30, 2025
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
Via
Benzinga
Topics
Government
Webull Charges Ahead: Q2 Revenue Up 46%, Crypto Trading Relaunched
↗
August 29, 2025
Webull posts strong Q2 earnings and relaunches crypto trading on its platform.
Via
Benzinga
Webull Q2 FY2025 Earnings Call Transcript
↗
August 28, 2025
Here's the transcript of the Webull Q2 FY2025 earnings call.
Via
Benzinga
Topics
Earnings
Webull Q2 Earnings Highlights: Trading Revenue Up 63%, Customer Assets Hit All-Time High
↗
August 28, 2025
Webull reported Q2 financial results, its second financial report since going public earlier this year. Here are the key highlights and a look at what's next.
Via
Benzinga
Earnings Scheduled For August 28, 2025
↗
August 28, 2025
Via
Benzinga
Webull Q2 Earnings Preview: Can Crypto Relaunch Help Boost Shares?
↗
August 27, 2025
Webull Corporation (NASDAQ:BULL) aims to highlight recent wins in cryptocurrency and its evolution since going public, as the company reports second-quarter financial results on Thursday
Via
Benzinga
Retail Investors' Top Stocks With Q2 Earnings This Week: NVIDIA, Webull, IREN And More
↗
August 25, 2025
NVIDIA, Affirm, IREN, Webull and more retail favorites are set to report Q2 results this week.
Via
Benzinga
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