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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
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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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ACM Research Inc
(NQ:
ACMR
)
44.75
-0.17 (-0.38%)
Streaming Delayed Price
Updated: 12:19 PM EDT, Mar 9, 2026
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Dow Jumps Over 200 Points; Verve Therapeutics Shares Plummet
↗
November 07, 2022
U.S. stocks traded higher midway through trading, with the Dow Jones gaining more than 200 points on Monday.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 7, 2022
↗
November 07, 2022
Upgrades
Via
Benzinga
Cigna To Rally 15%? Plus Needham Slashes PT On This Stock By 40%
↗
November 07, 2022
Raymond James raised the price target on Cigna Corporation (NYSE: CI) from $330 to $370. Raymond James analyst John Ransom maintained a Strong Buy rating on the stock. Cigna shares rose 0.1% to $322.17...
Via
Benzinga
4 Analysts Have This to Say About ACM Research
↗
November 07, 2022
Within the last quarter, ACM Research (NASDAQ:ACMR) has observed the following analyst ratings:
Via
Benzinga
Recap: ACM Research Q3 Earnings
↗
November 04, 2022
ACM Research (NASDAQ:ACMR) reported its Q3 earnings results on Friday, November 4, 2022 at 06:58 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
October 19, 2022
On Wednesday, 200 companies hit new 52-week lows.
Via
Benzinga
12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
November 04, 2022
Gainers ACM Research (NASDAQ:ACMR) stock rose 12.4% to $6.99 during Friday's pre-market session. The market value of their outstanding shares is at $414.5 million. The company's, Q3 earnings came out...
Via
Benzinga
ACM Research Reports Third Quarter 2022 Results
November 04, 2022
From
ACM Research, Inc.
Via
GlobeNewswire
Earnings Preview For ACM Research
↗
November 03, 2022
ACM Research (NASDAQ:ACMR) is set to give its latest quarterly earnings report on Friday, 2022-11-04. Here's what investors need to know before the announcement. Analysts estimate that ACM Research...
Via
Benzinga
ACM Research Announces Preliminary Unaudited Revenue Range for Third Quarter 2022
October 27, 2022
From
ACM Research, Inc.
Via
GlobeNewswire
ACM Research's Shanghai Subsidiary Shares Revenue, Backlog Guidance
↗
October 13, 2022
Via
Benzinga
Earnings Scheduled For November 4, 2022
↗
November 04, 2022
Companies Reporting Before The Bell • Sprott (NYSE:SII) is likely to report quarterly earnings at $0.49 per share on revenue of $49.95 million. • Telefonica (NYSE:TEF) is likely to report earnings for...
Via
Benzinga
Why Olaplex Shares Dipped Around 57%; Here Are 75 Biggest Movers From Yesterday
↗
October 20, 2022
Gainers Amprius Technologies, Inc. (NYSE: AMPX) jumped 77.3% to settle at $11.01 on Wednesday after the company announced it was awarded a $50 million cost-sharing grant from the U.S. Department of...
Via
Benzinga
ACM Research to Release Third Quarter 2022 Preliminary Revenue Range on October 27, 2022 and Full Financial Results on November 4, 2022
October 19, 2022
From
ACM Research, Inc.
Via
GlobeNewswire
12 Information Technology Stocks Moving In Wednesday's Intraday Session
↗
October 19, 2022
Gainers ComSovereign Holding (NASDAQ:COMSP) shares moved upwards by 45.0% to $2.61 during Wednesday's regular session.
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
↗
October 18, 2022
Gainers WISeKey Intl Hldg (NASDAQ:WKEY) stock rose 9.2% to $1.43 during Tuesday's pre-market session. The market value of their outstanding shares is at $20.8 million.
Via
Benzinga
US Stock Futures Surge Following Monday's Rally; Goldman Sachs, Johnson & Johnson Earnings In Focus
↗
October 18, 2022
Pre-open movers U.S. stock futures traded higher in early pre-market trade on Tuesday after closing sharply higher in the previous session. The Dow Jones jumped by more than 550 points in the previous...
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
October 18, 2022
During Tuesday's session, 78 companies made new 52-week lows.
Via
Benzinga
Morgan Stanley, First Republic Bank And Other Big Losers From Friday
↗
October 17, 2022
U.S. stocks closed lower on Friday, with the Dow Jones dropping over 400 points. Here is the list of some big stocks recording losses in the previous session.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 18, 2022
↗
October 18, 2022
Upgrades
Via
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
↗
October 14, 2022
Gainers
Via
Benzinga
Why Laser Photonics Shares Surged By Around 19%; Here Are 70 Biggest Movers From Friday
↗
October 17, 2022
Gainers Agrify Corporation (NASDAQ: AGFY) climbed 53.8% to close at $1.45. FedNat Holding Company (NASDAQ: FNHC) gained 48% to settle at $0.52.
Via
Benzinga
This Multibagger Semiconductor Stock Has Sharp Upside Despite Capex Headwinds and US Embargo, Analyst Writes
↗
October 14, 2022
Via
Benzinga
Why Morgan Stanley Shares Are Trading Lower, Here Are 43 Stocks Moving In Friday's Mid-Day Session
↗
October 14, 2022
Gainers Intelligent Living Application Group Inc. (NASDAQ: ILAG) surged 77.7% to $9.35.
Via
Benzinga
US Stocks Open Lower; Dow Drops Over 100 Points
↗
October 14, 2022
U.S. stocks traded lower this morning, with the Dow Jones dropping more than 100 points on Friday.
Via
Benzinga
Albertsons Companies, Domino's Pizza And Other Big Gainers From Thursday
↗
October 14, 2022
U.S. stocks closed higher on Thursday, with the Dow Jones jumping over 800 points. Here is the list of some big stocks recording gains in the previous session.
Via
Benzinga
Why Otonomy Shares Dipped By Around 54%; Here Are 67 Biggest Movers From Yesterday
↗
October 14, 2022
Gainers Nutex Health Inc. (NASDAQ: NUTX) jumped 72.4% to settle at $0.9551 on Thursday. Nutex Health recently provided a corporate update.
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
↗
October 13, 2022
Gainers
Via
Benzinga
ACM Research’s Operating Subsidiary ACM Research (Shanghai) Provides Preliminary Revenue Range and Backlog Data for Third Quarter 2022
October 13, 2022
From
ACM Research, Inc.
Via
GlobeNewswire
Uber, Lyft, AZZ And Other Big Losers From Tuesday
↗
October 12, 2022
U.S. stocks closed mixed with the Nasdaq Composite dropping more than 100 points on Tuesday. Here is the list of some big stocks recording losses in the previous session.
Via
Benzinga
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