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home
about us
Investment Approach
Client Service Approach
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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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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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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ASE Technology Holding Co., Ltd. American Depositary Shares (each representing
(NY:
ASX
)
39.54
-0.10 (-0.25%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 14, 2026
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All News about ASE Technology Holding Co., Ltd. American Depositary Shares (each representing
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Alterity Therapeutics Announces Granting of New Composition of Matter Patent and Exclusive License Agreement for Assets in Alzheimer’s Disease
March 14, 2023
From
ALTERITY THERAPEUTICS LIMITED
Via
GlobeNewswire
Pushpay’s Customer Success Team Wins Contact Center of the Year at the 2023 Stevie® Awards
March 10, 2023
Pushpay was recognized among three categories at the 17th annual Stevie® Awards for Sales and Customer Success
From
Pushpay
Via
GlobeNewswire
5 Value Stocks In The Technology Sector
↗
February 21, 2023
Via
Benzinga
Earnings Preview: ASE Technology Holding Co
↗
February 08, 2023
Via
Benzinga
Golden Cross Appears Before ASE Technology Holding Co Investors
↗
January 04, 2023
Via
Benzinga
ASE Technology Breaks Ground On New Chip Facility In Malaysia
↗
November 10, 2022
Via
Benzinga
Alterity Therapeutics Enrolls First Patient in Italy in ATH434 Phase 2 Clinical Trial in Multiple System Atrophy
March 08, 2023
From
ALTERITY THERAPEUTICS LIMITED
Via
GlobeNewswire
Pushpay’s 2023 State of Technology Report Reveals Hybrid Church Is Here to Stay
March 01, 2023
Research surfaces the powerful role technology and digital solutions play in the faith sector today, and future aspirations of the Church
From
Pushpay
Via
GlobeNewswire
ASE Technology Clocks 25% Net Revenue Growth In Q3 Backed By ATM, EMS
↗
October 27, 2022
Via
Benzinga
Amarin and CSL Seqirus Announce Exclusive License and Distribution Agreement to Commercialize VAZKEPA® (Icosapent Ethyl) in Australia and New Zealand
February 28, 2023
From
Amarin Corporation plc
Via
GlobeNewswire
uniQure Announces HOPE-B Clinical Trial Data Published in the New England Journal of Medicine, Demonstrating Durability and Other Benefits of HEMGENIX® (etranacogene dezaparvovec-drlb)
February 23, 2023
From
uniQure Inc.
Via
GlobeNewswire
uniQure announces the European Commission approval of the first gene therapy for adults with hemophilia B
February 21, 2023
From
uniQure Inc.
Via
GlobeNewswire
Alterity Therapeutics Receives Regulatory Authorization in France and Austria to Proceed with ATH434 Phase 2 Clinical Trial
February 16, 2023
From
ALTERITY THERAPEUTICS LIMITED
Via
GlobeNewswire
Pushpay’s Women’s Leadership Exploration and Development Group to Host Public Event on International Women’s Day
February 16, 2023
“Bold Careers: Women Executives Discuss Their Authentic Journey”
From
Pushpay
Via
GlobeNewswire
Alterity’s ATH434 Prevents Loss of Brain Cells in Parkinson’s Disease Animal Model
January 30, 2023
Independent Study Reports ATH434 Prevented Onset of Motor and Non-Motor Symptoms in Animals with Genetically Induced Parkinson’s disease
From
ALTERITY THERAPEUTICS LIMITED
Via
GlobeNewswire
Alterity Therapeutics Launches ATH434 Phase 2 Clinical Trial in Italy for the Treatment of Individuals with Multiple System Atrophy
January 25, 2023
Recruitment ongoing in Europe, Asia-Pacific, and the U.S. for study of rapidly progressive Parkinsonian Disorder
From
ALTERITY THERAPEUTICS LIMITED
Via
GlobeNewswire
7 Top-Rated Chip Stocks for Your January Must-Buy List
↗
January 17, 2023
Even as recession and 'tech slowdown' worries loom, now's the time to pounce on these seven chip-stocks to buy.
Via
InvestorPlace
ASE’s Bumping Factory in Kaohsiung, Taiwan inducted into the World Economic Forum’s Global Lighthouse Network
January 13, 2023
From
Advanced Semiconductor Engineering, Inc.
Via
Business Wire
ASE Technology Holding Achieves the Best Overall Performance on the Dow Jones Sustainability Indices, Semiconductors and Semi Equipment Industry Group
December 12, 2022
From
ASE Technology Holding Co., Ltd.
Via
Business Wire
NOVONIX to Participate in OTC Markets’ Small Cap Growth Virtual Investor Conference
November 29, 2022
From
Virtual Investor Conferences
Via
GlobeNewswire
ASE Breaks Ground on New Chip Assembly and Testing Facility in Penang, Malaysia
November 10, 2022
From
Advanced Semiconductor Engineering, Inc.
Via
Business Wire
Uranium Virtual Investor Conference: Presentations Now Available for On-Demand Viewing
November 09, 2022
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
International companies to host live webcasts at Deutsche Bank’s Depositary Receipts Virtual Investor Conference on November 16th and 17th, 2022
November 09, 2022
From
Virtual Investor Conferences
Via
GlobeNewswire
Lotus Resources to Webcast Live at VirtualInvestorConferences.com November 8th
November 07, 2022
Company invites individual and institutional investors, as well as advisors and analysts, to attend real-time, interactive presentations on VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
ASE announces FOCoS advancements under the VIPack™ Platform
November 03, 2022
From
Advanced Semiconductor Engineering, Inc.
Via
Business Wire
Recap: ASE Technology Holding Co Q3 Earnings
↗
October 27, 2022
ASE Technology Holding Co (NYSE:ASX) reported its Q3 earnings results on Thursday, October 27, 2022 at 02:45 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Pushpay’s ParishStaq Illuminates Catholic Faith Formation Journey with Sacrament Tracking
October 25, 2022
ParishStaq technology streamlines workflows and enables digital evangelization for leaders in the Catholic church
From
Pushpay
Via
GlobeNewswire
LanzaTech and Woodside Energy Announce Strategic Collaboration
October 24, 2022
From
LanzaTech Inc.
Via
GlobeNewswire
Mobilicom to Present at ThinkEquity Investor Conference
October 19, 2022
From
Mobilicom Limited
Via
GlobeNewswire
Why Apple Supplier TSMC's Shares Are Up Over 5% In Taiwan Today
↗
October 13, 2022
Apple Inc. (NASDAQ: AAPL)-supplier Taiwan Semiconductor Mfg. Co.
Via
Benzinga
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