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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Infobird Co., Ltd - Ordinary Shares
(NQ:
IFBD
)
1.150
-0.020 (-1.71%)
Streaming Delayed Price
Updated: 3:45 PM EDT, Jul 2, 2026
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September 15, 2021
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The Magic of Customer Engagement and Infobird Aims to be the Front-Runner
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August 18, 2021
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Infobird Launches WeChat Call Center, an Intelligent SaaS Product to Capture New Demand and Market Share in the Field of Private Domain Traffic
↗
August 16, 2021
BEIJING, CHINA, August 16, 2021– Infobird Co., Ltd (Nasdaq: IFBD) (“Infobird” or the “Company”), a software-as-a-service provider of innovative AI-...
Via
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The Customer Engagement Solutions Market Is Expected To Reach $30.92 Billion By 2026
August 16, 2021
Via
FinancialNewsMedia
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Artificial Intelligence
Infobird Launches WeChat Call Center, an Intelligent SaaS Product to Capture New Demand and Market Share in the Field of Private Domain Traffic
August 16, 2021
BEIJING, CHINA / ACCESSWIRE / August 16, 2021 / Infobird Co., Ltd (Nasdaq:IFBD) ("Infobird" or the "Company"), a software-as-a-service provider of innovative AI-powered, or artificial intelligence...
From
Infobird Co., Ltd.
Via
AccessWire
Topics
Artificial Intelligence
Regulatory Compliance
EXCLUSIVE: Infobird Launches Intelligent SaaS Product WeChat Call Center: What Investors Should Know
↗
August 16, 2021
A SaaS provider of artificial intelligence-powered and enabled customer engagement solutions in China announced the launch of a new product Monday morning. What Happened:...
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Benzinga
11 Information Technology Stocks Moving In Friday's After-Market Session
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August 13, 2021
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How Infobird Compares to Other Leading Customer Support SaaS Solutions
↗
August 11, 2021
Infobird (NASDAQ: IFBD) is a leading provider of artificial intelligence (AI)-powered customer engagement solutions in China. Infobird helps companies optimize every stage of the...
Via
Benzinga
Topics
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How Infobird Stands Out Among Customer Engagement SaaS Systems
↗
August 05, 2021
Photo Sourced From InfoWorld Software-as-a-service (SaaS) refers to the business model of software subscription services. The global SaaS market is expected to increase from $225....
Via
Benzinga
Infobird Announces Successful Client Launch with a Global Leading Retail Brand
↗
August 03, 2021
New contract marks another milestone of expanding into the fast-growing retail market BEIJING, CHINA, August 3, 2021– Infobird Co., Ltd (Nasdaq: IFBD) (“Infobird...
Via
Benzinga
Global Software as a Service (SaaS) Market Is Expected Reach $272 Billion in 2021
August 03, 2021
Via
FinancialNewsMedia
Infobird Announces Successful Client Launch with a Global Leading Retail Brand
August 03, 2021
New contract marks another milestone of expanding into the fast-growing retail market BEIJING, CHINA / ACCESSWIRE / August 3, 2021 / Infobird Co., Ltd (NASDAQ:IFBD) ("Infobird" or the "Company"), a...
From
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Via
AccessWire
Topics
Artificial Intelligence
Regulatory Compliance
Infobird's Successful Launch of Intelligent SaaS for a Leading Fintech Company Paves the Way for Further Expansion in Financial Industry
↗
July 20, 2021
Standardized AI Product Enables Optimization of Customer Service of Fintech Service Platform BEIJING, CHINA, July 20, 2021– Infobird Co., Ltd (Nasdaq: IFBD) (“Infobird...
Via
Benzinga
Topics
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Software as a Service (SaaS) Market Size is Projected to Reach $307 Billion by 2026
July 20, 2021
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Infobird's Successful Launch of Intelligent SaaS for a Leading Fintech Company Paves the Way for Further Expansion in Financial Industry
July 20, 2021
Standardized AI Product Enables Optimization of Customer Service of Fintech Service Platform BEIJING, CHINA / ACCESSWIRE / July 20, 2021 / Infobird Co., Ltd (Nasdaq:IFBD) ("Infobird" or the "Company"),...
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