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home
about us
Investment Approach
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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)
MVS Program
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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
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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
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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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Kingsoft Cloud Holdings Limited - American Depositary Shares
(NQ:
KC
)
14.94
+0.05 (+0.34%)
Streaming Delayed Price
Updated: 12:46 PM EDT, Apr 30, 2026
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Warner Bros. Discovery, Metsera, eToro Group And Other Big Stocks Moving Higher On Monday
↗
June 09, 2025
Via
Benzinga
Why Kingsoft Cloud Holdings Stock Plummeted by Nearly 8% Today
↗
May 28, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Kingsoft Cloud (KC) Q1 2025 Earnings Call Transcript
↗
May 28, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
Kingsoft Cloud CEO Expresses Conviction In AI-Driven Future Despite Q1 Revenue Shortfall
↗
May 28, 2025
Kingsoft Cloud Holdings (NASDAQ: KC) stock drops after Q1 2025 results, revenue up Y/Y but down Q/Q due to enterprise cloud impact. CEO remains optimistic about AI era.
Via
Benzinga
Topics
Artificial Intelligence
What to Expect from Kingsoft Cloud Holdings's Earnings
↗
May 27, 2025
Via
Benzinga
Earnings Scheduled For May 28, 2025
↗
May 28, 2025
Via
Benzinga
Kingsoft Cloud to Report First Quarter 2025 Financial Results on May 28, 2025
May 13, 2025
From
Kingsoft Cloud Holdings Limited
Via
GlobeNewswire
Pony AI, Hims & Hers And Frontdoor Are Among Top 11 Mid-Cap Gainers Last Week (Apr 28-May 2): Are The Others In Your Portfolio?
↗
May 04, 2025
Top performers last week: PONY, HIMS, ODD, MTSR, CGON, KNSA, KC, FTDR, ATI, PRDO, and IRTC. Have you invested in them?
Via
Benzinga
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
↗
April 30, 2025
Via
Benzinga
Skechers Posts Weak Revenue, Joins Intel, Gilead Sciences And Other Big Stocks Moving Lower In Friday's Pre-Market Session
↗
April 25, 2025
Via
Benzinga
Kingsoft Cloud Stock Is Tumbling Wednesday: What's Going On?
↗
April 16, 2025
Kingsoft Cloud Holdings Ltd (NASDAQ:KC) shares are tumbling Wednesday after the company announced an offering. Shares of U.S.-listed Chinese companies are also facing selling pressure amid rising...
Via
Benzinga
12 Information Technology Stocks Moving In Wednesday's Intraday Session
↗
April 16, 2025
Via
Benzinga
Kingsoft Cloud Announces Pricing of Public Equity Offering
April 16, 2025
From
Kingsoft Cloud Holdings Limited
Via
GlobeNewswire
10 Information Technology Stocks Moving In Wednesday's Pre-Market Session
↗
April 16, 2025
Via
Benzinga
Kingsoft Cloud Announces Proposed Public Equity Offering and Concurrent Private Placement to Kingsoft Corporation
April 16, 2025
From
Kingsoft Cloud Holdings Limited
Via
GlobeNewswire
Kingsoft Cloud Files Annual Report on Form 20-F for Fiscal Year 2024 and Releases 2024 Environmental, Social and Governance Report
April 15, 2025
From
Kingsoft Cloud Holdings Limited
Via
GlobeNewswire
12 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
April 07, 2025
Via
Benzinga
Kingsoft Cloud Q4 Beats Earnings, AI Cloud Business Sees Triple-Digit Growth
↗
March 19, 2025
Kingsoft Cloud (KC) reported Q4 2024 revenue of CNY2.23 billion, up 29.6% Y/Y, beating consensus. Gross profit margin expanded to 19.2%.
Via
Benzinga
Topics
Artificial Intelligence
Kingsoft Cloud Announces Unaudited Fourth Quarter and Fiscal Year 2024 Financial Results; First Time Operating Margin Profitable with Accelerated Growing Revenue of AI Cloud
March 19, 2025
From
Kingsoft Cloud Holdings Limited
Via
GlobeNewswire
Earnings Scheduled For March 19, 2025
↗
March 19, 2025
Via
Benzinga
Kingsoft Cloud to Report Fourth Quarter and Fiscal Year 2024 Financial Results on March 19, 2025
March 04, 2025
From
Kingsoft Cloud Holdings Limited
Via
GlobeNewswire
Top 3 Tech Stocks That May Crash In Q1
↗
February 24, 2025
Via
Benzinga
Goodyear Tire & Rubber Posts Upbeat Results, Joins Nu Skin, Pacific Biosciences of California, Airbnb, Roku And Other Big Stocks Moving Higher On Friday
↗
February 14, 2025
Via
Benzinga
Friday's session: gap up and gap down stocks
↗
February 14, 2025
The market is filled with gapping stocks in Friday's session. Let's discover which stocks are showing gap-ups and gap-downs.
Via
Chartmill
12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
February 14, 2025
Via
Benzinga
Why Airbnb Shares Are Trading Higher By Around 14%; Here Are 20 Stocks Moving Premarket
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February 14, 2025
Via
Benzinga
AST SpaceMobile, Teladoc Health And IREN Are Among Top 10 Mid Cap Gainers Last Week (Feb 3-Feb 7): Are The Others In Your Portfolio?
↗
February 09, 2025
Top mid-cap stock performers last week: Kingsoft Cloud up 34.77%, Oklo Inc. up 33.36%, AST SpaceMobile up 30.98%, VNET Group up 29.12%, Teladoc Health up 27.46%, GDS Holdings up 25.68%, Magnite up...
Via
Benzinga
11 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
February 03, 2025
Via
Benzinga
Traders are paying attention to the gapping stocks in Monday's session.
↗
February 03, 2025
The market is filled with gapping stocks in Monday's session. Let's discover which stocks are showing gap-ups and gap-downs.
Via
Chartmill
IDEXX Laboratories Posts Upbeat Results, Joins Stratasys, Saia And Other Big Stocks Moving Higher On Monday
↗
February 03, 2025
Via
Benzinga
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