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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
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Magna International
(NY:
MGA
)
55.04
+0.38 (+0.70%)
Official Closing Price
Updated: 4:10 PM EST, Jan 5, 2026
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2 Reasons Why Fisker's an Electrifying EV Maker
↗
July 06, 2021
It still doesn't have cars in showrooms, but it has some major pluses compared to its peers.
Via
The Motley Fool
Topics
Electric Vehicles
Barron's Latest Picks And Pans: Amazon, Johnson Controls, Porsche, Walmart And More
↗
July 05, 2021
The cover story in this weekend's Barron's offers investment opportunities as Europe's economy and markets rebound. Other featured articles discuss European airline...
Via
Benzinga
Topics
Economy
Why Fisker Stock Climbed 45.4% in June
↗
July 03, 2021
The company signed a manufacturing agreement and was added to the Russell 3000.
Via
The Motley Fool
Canada To Ban Sales Of New Gas-Powered Cars, Light Trucks From 2035
↗
June 30, 2021
Canada has set a 2035 deadline to stop the sale of fuel-burning new cars and light-duty trucks as it strives to reach net-zero emissions across the country by 2050, as per a statement from the...
Via
Talk Markets
Topics
Emissions
Analyst Ratings For Magna International
↗
June 24, 2021
Within the last quarter, Magna International (NYSE:MGA) has o...
Via
Benzinga
Stocks That Hit 52-Week Highs On Friday
↗
April 23, 2021
On Friday morning, 152 companies hit new 52-week highs. Things to Consider: The largest company by market cap to hit a new 52-week high was ASML Holding (NASDAQ:...
Via
Benzinga
Canada To Ban Sales Of New Gas-Powered Cars, Light Trucks From 2035
↗
June 30, 2021
Canada has set a 2035 deadline to stop the sale of fuel-burning new cars and light-duty trucks as it strives to reach net-zero emissions across the country by 2050, as per a...
Via
Benzinga
Topics
Emissions
Why Magna International Is Trading Higher Today
↗
June 24, 2021
Magna International Inc (NYSE:MGA) is trading higher Thursday...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 24, 2021
↗
June 24, 2021
Upgrades Zelman upgraded the previous rating for Armstrong World Industries Inc (NYSE:
Via
Benzinga
10 Biggest Price Target Changes For Thursday
↗
June 24, 2021
Goldman Sachs boosted Lear Corporation (NYSE:LEA) pr...
Via
Benzinga
Cramer Weighs In On XPO Logistics, Qualcomm And More
↗
June 23, 2021
On CNBC's "Mad Money Lightning Round," Jim Cramer said XPO Logistics Inc (NYSE: XPO) is an excellent company and it will be worth even more after the spin-off. He...
Via
Benzinga
Fisker Signs Binding Agreement With Magna
↗
June 17, 2021
Electric vehicle manufacturer Fisker Inc (NYSE: FSR) has signed a binding agreement for manufacturing with Magna International Inc (NYSE: MGA), a...
Via
Benzinga
Topics
Electric Vehicles
Lordstown Adds To Turmoil With Latest Mixed Signals; Fisker Up On Long-Term Deal
↗
June 17, 2021
Lordstown said it has no binding purchase orders or other firm commitments from customers, despite saying otherwise just two days ago. RIDE stock fell.
Via
Investor's Business Daily
Cathie Wood Further Sells $38M In DocuSign Despite Being Bullish, Adds $41M In Bitcoin Play Coinbase
↗
June 09, 2021
Cathie Wood-led Ark Investment Management on Wednesday diluted its stake in DocuSign Inc (NASDAQ:
Via
Benzinga
RBC's EV Pair Trade: Buy Fisker, Sell Lordstown
↗
June 09, 2021
As electric vehicle developer Lordstown Motors Corp. (NASDAQ: RIDE) flagged a "going concern" warning this week, an analyst at RBC Capital Markets is out...
Via
Benzinga
Topics
Electric Vehicles
Cathie Wood Sells Snapchat, DocuSign For Second Straight Day, Buys Spotify
↗
June 09, 2021
Cathie Wood-led Ark Investment Management on Monday booked profit in DocuSign Inc (NASDAQ: DOCU) for a second straight day, after boosting confidence in the e-signature...
Via
Benzinga
GM, Magna Lead Five Stocks In Buy Range Now
↗
May 29, 2021
General Motors, GM supplier Magna, Textainer, TransDigm and Airbus are top transportation stocks in buy range.
Via
Investor's Business Daily
Topics
Supply Chain
Magna, IBD Stock Of The Day, Breaks Out As GM Reopens Factories, Apple Car Eyed
↗
May 27, 2021
Magna, a key GM supplier, has seen earnings accelerate despite industry headwinds. Magna stock topped a buy point.
Via
Investor's Business Daily
Topics
Supply Chain
Tech Giants Are Scrambling for This Rare Gas
May 21, 2021
Via
FinancialNewsMedia
Why Nikola, Blink Charging, and Electrameccanica Stocks Jumped Today
↗
May 14, 2021
Quarterly updates from these still-unprofitable companies continue to garner investor interest for the potential growth stories.
Via
The Motley Fool
Topics
Electric Vehicles
Fisker Shares Rally On $30,000 EV Partnership With Foxconn
↗
May 13, 2021
Fisker Inc (NYSE: FSR) revealed details of its partnership with Foxconn that was announced back in February. What Happened: Fisker and Foxconn signed a joint venture called...
Via
Benzinga
Why Fisker Stock Fell in April
↗
May 03, 2021
Competition is heating up in the EV market.
Via
The Motley Fool
Topics
Electric Vehicles
5 Long-Term SPACs For Investors To Consider
↗
May 02, 2021
Chris Katje is a co-host of Benzinga's YouTube show, "SPACs Att...
Via
Benzinga
Why Fisker Stock Is Higher Today
↗
April 21, 2021
Wall Street can't get enough of the electric vehicle maker right now.
Via
The Motley Fool
Topics
Electric Vehicles
Why Fisker Stock Jumped Today
↗
April 20, 2021
A bullish analyst just predicted 150% gains in the electric vehicle stock.
Via
The Motley Fool
Topics
Electric Vehicles
10 Promising Short Setups
↗
April 18, 2021
Looking through 50 charts in my 'bear pen,' I wanted to share ten that look promising.
Via
Talk Markets
SPACs Attack Recap: 5 Deals, Rumors And Headline News
↗
April 18, 2021
It was another busy week for the SPAC market with numerous deal announcements and rumored deals. Benzinga's "SPACs Attack" covered it all throughout the week. Here...
Via
Benzinga
Rumored Apple Car, Cloaked In Mystery, Could Recharge Apple Stock
↗
April 16, 2021
Rumors that Apple will make electric vehicles have gained momentum. Here's how an Apple Car could provide a new catalyst for Apple stock.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For April 14, 2021
↗
April 14, 2021
Upgrades For Cardlytics Inc (NASDAQ:CDLX), Craig-Hallum upgraded the previous rating of Hold to Buy. For the fourth quarter, Cardlytics had an EPS of $0.05, compared to...
Via
Benzinga
Where Magna International Stands With Analysts
↗
April 14, 2021
Magna International (NYSE:MGA) has observed the following analyst ratings within the last quarter: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 0 0 0...
Via
Benzinga
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