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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
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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
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Guardforce AI Co., Limited - Ordinary Shares
(NQ:
GFAI
)
0.4000
+0.0020 (+0.50%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 1, 2026
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↗
January 06, 2025
Via
Benzinga
Guardforce AI Accelerates AI Agent Capabilities Through Collaboration with Librum Technologies
December 04, 2024
From
Guardforce AI Co., Ltd.
Via
GlobeNewswire
EXCLUSIVE: Guardforce AI Taps Librum Technologies To Boost AI Agent Capabilities
↗
December 04, 2024
Guardforce AI and Librum Technologies partner to develop AI agents for travel and purchasing solutions, showcasing advancement in tech capabilities.
Via
Benzinga
Topics
Artificial Intelligence
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October 04, 2024
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September 30, 2024
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EXCLUSIVE: Guardforce H1'24 Earnings: 50% Jump in Gross Profit, Turns Net Income Positive, Expands AI Solutions
↗
September 24, 2024
Guardforce AI Co (NASDAQ: GFAI) announced H1 2024 financial results with net revenue decrease of 2.4%, gross profit increase of 50%, and adjusted net income of $0.1 million. They also secured new...
Via
Benzinga
Topics
Artificial Intelligence
Guardforce AI to Present at the H.C. Wainwright 26th Annual Global Investment Conference on September 10th
August 29, 2024
From
Guardforce AI Co., Ltd.
Via
GlobeNewswire
Guardforce AI Expands AIoT Robot Advertising to U.S. Market and Prepares to Launch Decentralized Spatial Computing Solution in Late August
August 15, 2024
Anticipates New Revenue Stream Across All Operating Areas
From
Guardforce AI Co., Ltd.
Via
GlobeNewswire
EXCLUSIVE: Guardforce AI Deploys Advertising Robots in New York, Prepares To Launch Spatial Computing Tech
↗
August 15, 2024
Guardforce AI expands AIoT Robot Advertising business in the U.S. with 200 robots deployed in New York, part of overall strategy for revenue growth.
Via
Benzinga
Topics
Artificial Intelligence
Guardforce AI Expands Contracts with Two Major Retail Customers
July 17, 2024
From
Guardforce AI Co., Ltd.
Via
GlobeNewswire
EXCLUSIVE: Guardforce AI Secures New Contracts with Top Retail Brands, Boosts Operations
↗
July 17, 2024
Guardforce AI expands contracts with two retail clients in China, increasing its total operations to 12,000 stores and serving 20,000 in Asia Pacific.
Via
Benzinga
Topics
Artificial Intelligence
Guardforce AI Secures 5-Year Contract to Operate Consolidated Cash Center in Thailand, Enhancing Comprehensive Service Capabilities Along with AI Solutions for Retail Clients
June 25, 2024
From
Guardforce AI Co., Ltd.
Via
GlobeNewswire
Guardforce AI Launches AI Robotic Solution 'LinguaBot' Through Strategic Partnership with iApp Technology
May 15, 2024
From
Guardforce AI Co., Ltd.
Via
GlobeNewswire
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April 18, 2024
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Guardforce to Present at the Planet MicroCap Showcase: VEGAS 2024 on May 1, 2024
April 17, 2024
Via
ACCESSWIRE
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March 04, 2024
Robotics companies are gaining serious backing from tech titans. Figure AI, a startup developing humanoid robots, has gained the backing of companies like Intel, NVIDIA, Microsoft, LG, OpenAI and...
Via
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