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home
about us
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Market Analysis Summary
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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
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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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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
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Magna International
(NY:
MGA
)
55.16
-1.36 (-2.41%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 2, 2026
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7 Meme Stocks to Sell Before They Lose Momentum
↗
December 17, 2021
Meme stocks run the gamut from senseless to sensible. These seven unfortunately fall in the former camp, so steer clear.
Via
InvestorPlace
10 Biggest Price Target Changes For Thursday
↗
December 16, 2021
Stifel cut the price target on Under Armour, Inc.. (NYSE:
Via
Benzinga
Fisker Is Primed to Take the EV Market by Storm
↗
December 13, 2021
Fisker has smashed through expectations before the upcoming launch of the Ocean next year, but FSR stock trades at a highly reasonable price.
Via
InvestorPlace
Magna's All-Electric Powertrain To Debut In 2022
↗
December 13, 2021
Magna International Inc’s (NYSE: MGA) all-electric connected powertrain, the EtellingentReach, is set to debut on a new entrant vehicle in 2022. The system...
Via
Benzinga
Tesla Vs. Rivian Vs. Lucid Vs. Fisker Vs. Lordstown Vs. Canoo: How BofA Says The EV Makers Stack Up
↗
December 08, 2021
The electric vehicle field, which was once commanded by Tesla, Inc. (NASDAQ:
Via
Benzinga
Topics
Electric Vehicles
Expert Ratings For Magna International
↗
November 08, 2021
Magna International (NYSE:MGA) has observed the following analyst ratings wit...
Via
Benzinga
Analyst Ratings For Magna International
↗
October 11, 2021
Analysts have provided the following ratings for Magna International (NYSE:MGA
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 16, 2021
↗
December 16, 2021
Upgrades According to B of A Securities, the prior rating for Generac Holdings Inc (NYSE:
Via
Benzinga
Expert Ratings For Magna International
↗
December 16, 2021
Over the past 3 months, 7 analysts have published their opinion on Magna International (NYSE:
Via
Benzinga
7 Best EV Stocks to Buy As The Competition Gets Fierce
↗
November 30, 2021
These electric vehicle (EV) stocks could be long-term value creators, as the companies are positioned to survive amidst competition.
Via
InvestorPlace
Topics
Electric Vehicles
Expect More Awards for Fisker in 2022
↗
November 23, 2021
The Fisker Ocean won a ZEVAS award at the Los Angeles Auto Show for the best crossover vehicle under $50,000. That’s good news for FSR stock.
Via
InvestorPlace
7 Winning EV Stocks to Buy for the Long Haul as Electric Gets Hot Again
↗
November 23, 2021
EV stocks will likely get even more attention moving forward given recent events. But that's fine. The future is set to be absolutely electric.
Via
InvestorPlace
Topics
Electric Vehicles
Fisker Ocean Unveiled At Los Angeles Auto Show: Here's What Drivers And Investors Should Know
↗
November 17, 2021
A highly anticipated electric SUV was unveiled to the media and public Wednesday. Here are the details of the Fisker Ocean from Fisker Inc (NYSE: FSR). What Happened: Fisker...
Via
Benzinga
Lordstown Has to Endure What It Cannot Cure
↗
November 17, 2021
Last week, Lordstown Motors (NASDAQ: RIDE) confirmed it has entered into a "definitive" agreement with Taiwan's Hon Hai Precision Industry (OTC: HNHPF) known as...
Via
Benzinga
Nvidia’s Latest Partnership Has Long-Term Implications for Lidar Stocks
↗
November 15, 2021
Nvidia is rounding up the best lidar names, but not all will make it to commercialization. Some lidar stocks will reign; others will fall.
Via
InvestorPlace
Topics
Supply Chain
Time To Buy? 5 Beaten-Down Dividend Stocks
↗
November 12, 2021
A look at five dividend growth stocks that are down at least 20% from 52-week highs.
Via
Talk Markets
Fisker Price Predictions: Why One Analyst Sees FSR Stock Hitting $24
↗
November 11, 2021
Shares of FSR stock are trading higher today after Bank of America upgraded its price target to $24. Here's what other experts are saying.
Via
InvestorPlace
Topics
Electric Vehicles
Fisker Remains an Excellent Transitional Play for the EV Evolution
↗
November 10, 2021
Transitioning to electric is proving tricky, which is why the attractive and familiar vehicles undergirding FSR stock should make it a winner.
Via
InvestorPlace
Topics
Electric Vehicles
Fisker Stock Remains One of the More Interesting EV Plays
↗
November 08, 2021
Expect FSR stock to stay volatile, but given its high long-term payoff potential, there's no reason to hit the brakes on Fisker.
Via
InvestorPlace
Magna International Q3 Earnings Lags Street View
↗
November 05, 2021
Magna International Inc (NYSE: MGA) reported a third-quarter FY21 sales decline of 13% year-on-year, to $7.9 billion, missing the analyst consensus of $9.3 billion...
Via
Benzinga
Magna International's Earnings: A Preview
↗
November 04, 2021
Magna International (NYSE:MGA) is set to give its latest quarterly earnings report on Friday, 2021-11-05. Here's what investors need to know before the announcement. Analysts...
Via
Benzinga
Nikola, Fisker Results Due With EV Startups' Production Plans In Focus
↗
October 30, 2021
No-revenue Nikola and Fisker will report quarterly results, but that's not the focus.
Via
Investor's Business Daily
Earnings Scheduled For November 5, 2021
↗
November 05, 2021
Companies Reporting Before The Bell • Brookfield Renewable (NYSE:BEPC) is projected to report earnings for its third quarter. • Healthcare Trust (NYSE:HTA) is...
Via
Benzinga
Is Qualcomm Building a New Operating System for Cars?
↗
October 21, 2021
Qualcomm's bid for Veoneer's software business indicates it might be building an operating system for cars.
Via
The Motley Fool
Topics
Supply Chain
Qualcomm Is Acquiring Software From Auto Supplier Veoneer
↗
October 21, 2021
Qualcomm is boosting its presence in software for the automotive industry.
Via
The Motley Fool
Topics
Supply Chain
Benzinga's Top Ratings Upgrades, Downgrades For October 11, 2021
↗
October 11, 2021
Upgrades According to Vertical Research, the prior rating for C.H. Robinson Worldwide Inc (NASDAQ:
Via
Benzinga
Qualcomm Beat Magna International To Scoop Veoneer For $4.5B
↗
October 04, 2021
Qualcomm Inc (NASDAQ: QCOM) and SSW Partners agreed to acquire Veoneer Inc (NYSE: VNE) for $37.00 per share in an all-cash transaction, representing a total equity value of $4.5...
Via
Benzinga
5 Stock Plays To Leverage The 'Huge' Opportunity Presented By ADAS Over Next Decade
↗
September 24, 2021
Electric vehicles are the future, as the world moves from gas-guzzling ICE vehicles to their green energy counterparts. Ancillary beneficiaries of the growing EV adoption are...
Via
Benzinga
Cramer Gives Shares His Thoughts On BorgWarner, Academy Sports & Outdoors And More
↗
September 14, 2021
On CNBC's "Mad Money Lightning Round," Jim Cramer said he would wait for two months and then pull the trigger in BorgWarner Inc. (NYSE: BWA). Its next move is not...
Via
Benzinga
Veoneer Shares Pop As Qualcomm Beats Magna's Takeover Offer: Bloomberg
↗
September 13, 2021
Qualcomm Inc (NASDAQ:QCOM) has made a bid to ...
Via
Benzinga
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