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home
about us
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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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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
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Event Schedule
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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
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NIO Inc. American depositary shares
(NY:
NIO
)
5.825
+0.005 (+0.09%)
Streaming Delayed Price
Updated: 1:01 PM EDT, Mar 24, 2026
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The company's announcement of a new car model drove investors into the stock.
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With New Onvo Brand Launching, NIO's Mass-Market Strategy Is Under The Microscope
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July 25, 2025
The Chinese EV maker looks like an undervalued growth stock.
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Shares of Nio are trading higher Wednesday. The stock is extending recent gains fueled by investor optimism surrounding the company's new mass-market brand.
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Nio Stock Climbs On New Model Optimist, Analyst Confidence
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July 22, 2025
NIO shares are trading higher Tuesday morning. The stock is building on recent momentum from product launches and a key analyst update.
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Should You Buy Nio Stock While It's Below $5?
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Is NIO A Buy? EV Maker Gains Edge With New Models, Expanding Tech Infrastructure
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Chinese EV stocks NIO, Li Auto, XPeng are gaining as Chinese President Xi warns against excessive spending on AI, EVs, and other industries.
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Why It's Time For Nio to Go Big
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Li Auto’s Premium EV Push Meets Competition From Nio’s L90, Tesla’s New 6-Seater Model Y
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July 17, 2025
Li Auto has opened pre-orders for its new i8 electric SUV, priced well above Nio’s Onvo L90. Both face fresh competition from Tesla, which just filed plans for a new six-seater Model Y L targeting...
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What Going On With NIO Stock Today?
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July 16, 2025
NIO faces pressure as price wars in China heat up. The EV makers' push into two sub-brands comes as competition drives margins lower.
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July 16, 2025
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The Rise of NIO: A Comprehensive History of China’s Electric Vehicle Pioneer
July 15, 2025
In the world of electric vehicles (EVs), few companies have captured global attention quite like NIO. Established in 2014, NIO has evolved from a bold startup to one of China’s most innovative and...
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Here's Why Nio Sank 21% in the First Half of 2025
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July 15, 2025
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Chinese Stocks See Broad Rally As US Eases Chip Curbs
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July 15, 2025
US-listed Chinese stocks gained following US govt's decision to lift chip export restrictions to China. Includes Alibaba, PDD, JD, Baidu, NIO, Li Auto, XPeng, and Nvidia's new RTX PRO chip designed for...
Via
Benzinga
NIO: The Chinese EV Golden Gem Investors Are Watching Closely
July 15, 2025
In a market increasingly saturated with electric vehicle (EV) startups and legacy automakers racing toward electrification, one name continues to rise above the noise: NIO Inc. (NYSE:NIO), Often...
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