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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
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
RSVP-Signup Form
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Turquoise Hill Resources Ltd. Ordinary Shares
(NY:
TRQ
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EST, Dec 15, 2022
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Nutanix, Five Below And Some Other Big Stocks Moving Higher On Thursday
September 01, 2022
Forma Therapeutics Holdings, Inc. (NASDAQ: FMTX) jumped 48.5% to $19.90 after Novo Nordisk announced it will acquire the company for $20 per share in cash.
Via
Benzinga
TRQ Stock Alert: Halper Sadeh LLP Is Investigating Whether the Proposed Sale of Turquoise Hill Resources Ltd. Is Fair to Shareholders
September 01, 2022
From
Halper Sadeh LLP
Via
Business Wire
NVIDIA, Hormel Foods, Rio Tinto And Some Other Big Stocks Moving Lower In Today's Pre-Market Session
September 01, 2022
MongoDB, Inc. (NASDAQ: MDB) shares dipped 17.3% to $267.00 in pre-market trading after the company issued earnings guidance below analyst estimates.
Via
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
September 01, 2022
It's time for another breakdown of the biggest pre-market stock movers as we cover what's moving shares on Thursday morning!
Via
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Why Nutanix Is Trading Higher By 16%; Here Are 33 Stocks Moving Premarket
September 01, 2022
Gainers Bright Green Corporation (NASDAQ: BGXX) shares rose 63.8% to $2.26 in pre-market trading after gaining around 33% on Wednesday.
Via
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US Stock Futures Down After Recording Losses For August; Crude Oil Falls Further
September 01, 2022
Pre-open movers
Via
Benzinga
Turquoise Hill Announces Agreement in Principle with Rio Tinto for Transaction at C$43 per share in Cash
September 01, 2022
From
Turquoise Hill Resources Ltd.
Via
Business Wire
Why Minerva Neurosciences Shares Traded Higher By Over 66%; Here Are 78 Biggest Movers From Yesterday
August 25, 2022
Gainers Minerva Neurosciences, Inc. (NASDAQ: NERV) shares gained 66.5% to close at $7.51 after Point72 Asset Management reported an 8.8% passive stake in the company.
Via
Benzinga
Major Indexes Stage Tentative Rebound With Fed In Focus
August 24, 2022
The major indexes are tentatively higher on Wednesday afternoon.
Via
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Why Citi Trends Is Trading Lower By 17%, Here Are 47 Stocks Moving In Wednesday's Mid-Day Session
August 24, 2022
Gainers Bright Minds Biosciences Inc. (NASDAQ: DRUG) shares jumped 77% to $2.35. Bright Minds priced overnight marketed offering of 2.858 million units at $1.40 per unit.
Via
Benzinga
Turquoise Hill Resources, Intuit And Some Other Big Stocks Moving Higher On Wednesday
August 24, 2022
Turquoise Hill Resources Ltd. (NYSE: TRQ) climbed 25% to $29.14 after Rio Tinto Group raised its offer to buy out Turquoise Hill Resources.
Via
Benzinga
US Stocks Edge Higher; Nasdaq Rises 50 Points
August 24, 2022
U.S. stocks traded slightly higher this morning, with the Nasdaq Composite gaining around 50 points on Wednesday.
Via
Benzinga
Turquoise Hill Acknowledges Increased C$40 per share Privatization Proposal from Rio Tinto
August 24, 2022
From
Turquoise Hill Resources Ltd.
Via
Business Wire
Macy's, Palo Alto Networks And Other Big Gainers From Tuesday
August 24, 2022
U.S. stocks closed mostly lower with the Dow Jones dropping more than 150 points on Tuesday. Here is the list of some big stocks moving higher in the previous session.
Via
Benzinga
TRQ Provides Operational & Corporate Update
August 22, 2022
From
Turquoise Hill Resources Ltd.
Via
Business Wire
Miners Advance On Earnings Despite Broader Economic Challenges
August 18, 2022
Miners Rio Tinto, BHP Group and Vale are up since reporting earnings, although supply-chain, labor and inflation challenges may possibly hinder future growth.
Via
MarketBeat
Topics
Earnings
Economy
This Financial Services Stock Surged Around 116%; Here Are 86 Biggest Movers From Yesterday
August 16, 2022
Gainers Magic Empire Global Limited (NASDAQ: MEGL) shares jumped 115.7% to close at $17.73 on volatility following the company's IPO earlier this month.
Via
Benzinga
Why Is Turquoise Hill Resources (TRQ) Stock Down Today?
August 15, 2022
Turquoise Hill Resources (TRQ) stock is is falling on Monday after the company rejected a takeover offer from Rio Tinto.
Via
InvestorPlace
Why Viridian Therapeutics Is Trading Higher By Around 58%, Here Are 67 Stocks Moving In Monday's Mid-Day Session
August 15, 2022
Gainers Sunrise New Energy Co. Ltd. (NASDAQ: EPOW) shares jumped 118.2% to $4.4948. Sunrise New Energy said that the company changed its name from Global Internet of the People, Inc. to Sunrise New...
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
August 15, 2022
Good morning, investors! We're starting off the week with a breakdown of the biggest pre-market stock movers for Monday!
Via
InvestorPlace
Li Auto And Some Other Big Stocks Moving Lower In Today's Pre-Market Session
August 15, 2022
Turquoise Hill Resources Ltd. (NYSE: TRQ) shares fell 18.1% to $21.50 in pre-market trading after the company’s special committee rejected Rio Tinto’s offer worth $2.7 billion for the rest 49% stake in...
Via
Benzinga
Why Is Turquoise Hill Resources Down By 18%: Here Are 31 Stocks Moving Premarket
August 15, 2022
Gainers Plus Therapeutics, Inc. (NASDAQ: PSTV) shares rose 31.2% to $0.6931 in pre-market trading as the company presented positive data from ongoing ReSPECT™ clinical trials at the Annual Conference...
Via
Benzinga
Turquoise Hill Special Committee Finds Rio Tinto’s Privatization Proposal Does Not Reflect Full & Fair Value of the Company
August 15, 2022
From
Turquoise Hill Resources Ltd.
Via
Business Wire
Turquoise Hill announces financial results and review of operations for the second quarter of 2022
August 04, 2022
From
Turquoise Hill Resources Ltd.
Via
Business Wire
Turquoise Hill Resources Earnings Preview
August 03, 2022
Turquoise Hill Resources (NYSE:TRQ) is set to give its latest quarterly earnings report on Thursday, 2022-08-04. Here's what investors need to know before the announcement. Analysts estimate that...
Via
Benzinga
Turquoise Hill to Announce Second Quarter Financial Results on August 4, 2022
July 25, 2022
From
Turquoise Hill Resources Ltd.
Via
Business Wire
Turquoise Hill Announces Second Quarter 2022 Production and Oyu Tolgoi Mine and Corporate Update
July 14, 2022
From
Turquoise Hill Resources Ltd.
Via
Business Wire
Turquoise Hill Announces First Drawbell Firing
June 14, 2022
From
Turquoise Hill Resources Ltd.
Via
Business Wire
7 Mid-Cap Stocks to Buy for Massive Growth
June 02, 2022
Finding the best mid-cap stocks to buy is not easy. Look for companies that have delivered massive growth that should continue moving forward.
Via
InvestorPlace
Turquoise Hill Acknowledges Receipt of Notice of Arbitration from Entrée Resources Ltd.
May 27, 2022
From
Turquoise Hill Resources Ltd.
Via
Business Wire
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