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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
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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
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Stellantis N.V. Common Shares
(NY:
STLA
)
7.770
+0.170 (+2.24%)
Official Closing Price
Updated: 4:10 PM EST, Feb 24, 2026
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Trump Delays Ford, GM, Stellantis Tariffs On Mexico, Canada For One Month
↗
March 05, 2025
Trump pauses tariffs on Mexico and Canada for one month for automotive industry, citing USMCA. Tariffs can raise car prices and hurt sales.
Via
Benzinga
Topics
Government
World Trade
Is SoundHound AI Stock a Buy Now?
↗
March 05, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
GM, Stellantis Supplier Samsung SDI Weighs New US Battery Plant Amid Trump's EV Policy Shift
↗
March 05, 2025
Samsung SDI considers building a new plant in the US as it seeks to expand and offset Trump's EV policy. Other Korean makers plan to invest $54B.
Via
Benzinga
Topics
Government
Supply Chain
Trump's Tariffs Could Wipe Out Profits For GM, Ford And Stellantis, Barclays Warns: 'Tariffs Of This Magnitude Are Unlikely To Stick'
↗
March 05, 2025
Barclays has issued a warning that the tariffs recently imposed by U.S. President Donald Trump could potentially eliminate the profits of Detroit's "Big Three" automakers - General Motors (NYSE: GM),...
Via
Benzinga
Topics
Government
World Trade
Ford, GM, Stellantis Jump After-Hours As Trump Rekindles Tax Deduction Plan For US-Made Cars Amid Rising Retail Confidence
↗
March 05, 2025
His announcement comes amid industry backlash to a 25% import tariff on goods from Mexico and Canada, including automobiles and auto parts, which could disrupt the supply chains of major U.S....
Via
Stocktwits
Topics
Government
World Trade
Earnings Scheduled For February 26, 2025
↗
February 26, 2025
Via
Benzinga
Why NYSE:STLA qualifies as a good dividend investing stock.
↗
February 20, 2025
Uncovering Dividend Opportunities with STELLANTIS NV (NYSE:STLA).
Via
Chartmill
Trump's 25% Tariffs On Auto Imports Are Worth The 'Short-Term Pain,' Says Ohio GOP Senator
↗
March 04, 2025
Ohio Senator supports Trump's tariffs on auto imports from Canada and Mexico, despite industry concerns. He also wants to repeal emissions rules.
Via
Benzinga
Topics
Emissions
Government
World Trade
Trump Tariffs Could Make Your Next Car $12,000 More Expensive: Expert Says 25% Fees Will 'Have A Sharp Negative Effect On Auto Sales'
↗
March 04, 2025
Tariffs on Mexico and Canada could hit the automotive sector hard. A look at the cost impact for automakers and what it could mean for consumers.
Via
Benzinga
Topics
Government
1 Artificial Intelligence Stock That Can Thrive in America's New Economy
↗
March 03, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Stellantis Publishes Agenda for 2025 Annual General Meeting of Shareholders
March 03, 2025
From
STELLANTIS N.V
Via
GlobeNewswire
Archer Aviation's Stellantis Deal, Launch Program Strengthen Growth Prospects, FAA Certification Looms
↗
February 28, 2025
Archer Aviation's stock rose after Wall Street analysts rerated it following Q4 report. Loss of $1.42 per share missed estimates.
Via
Benzinga
Stellantis Publishes 2024 Annual Report and Files Form 20-F
February 27, 2025
From
STELLANTIS N.V
Via
GlobeNewswire
Do GM Stock Buybacks Make the Stock Buyable For Investors?
February 27, 2025
General Motors has just announced a multibillion-dollar buyback program. What impact does this have for investing in the name?
Via
MarketBeat
Stellantis Executive Chairman Speaks Out Against Tariffs On Vehicles Made In Mexico, Canada: 'Real Opportunity Is... 4M Cars That Are Sold In America That Don't Have Any US Content'
↗
February 27, 2025
Stellantis NV executive chairman John Elkann on Wednesday called for no tariffs on the company's products made in Canada and Mexico.
Via
Benzinga
Topics
World Trade
Stellantis Stock Logs Worst Drop In 2 Months After Q4 Print, But Retail Feels Profit Crash Was Already Baked In
↗
February 26, 2025
The company reported a full-year 2024 net profit of €5.47 billion ($5.72 billion), down from €18.6 billion a year earlier, with EPS falling to €1.84 from €5.94.
Via
Stocktwits
Fiat Chrysler Parent Stellantis Takes 17% Revenue Hit In 2024, Operating Cash Flow Shrinks
↗
February 26, 2025
Stellantis NV (NYSE: STLA) reported a 17% YoY revenue decline for FY24, with North America shipments down 25%. The company faced challenges from discontinued models like the Dodge Charger and Jeep...
Via
Benzinga
Stellantis Delivers Full Year 2024 Results Consistent with Updated Financial Guidance; Expects Return to Profitable Growth and Positive Cash Generation in 2025
February 26, 2025
From
STELLANTIS N.V
Via
GlobeNewswire
New Tesla Registrations Dip By 50% In EU In January Despite Rising Overall BEV Market Share
↗
February 25, 2025
Tesla witnessed a drop of over 50% in new car registrations in January in the EU despite battery electric vehicle registrations rising.
Via
Benzinga
Topics
Electric Vehicles
Trump's Tariff Threats Sends This Industry Into A $100 Billion Bind
↗
February 24, 2025
Via
Benzinga
Topics
Government
Stellantis Unveils STLA AutoDrive, Hands-Free and Eyes-Off Autonomous Technology for a New Era of Driving Comfort
February 20, 2025
From
STELLANTIS N.V
Via
GlobeNewswire
General Motors: Can It Survive Tariffs and Loss of EV Mandates?
February 19, 2025
General Motors had a stellar 2024 rising 50%, but 2025 is a much tougher road with Trump's tariffs and the suspension of EV mandates and potential auto tariffs
Via
MarketBeat
Topics
Government
World Trade
Joby Vs. Archer Vs. Blade: Which eVTOL Stock Is Ready For Takeoff?
↗
February 18, 2025
Future of eVTOL uncertain as investors eye FAA approvals, cash burn, and market feasibility. Archer, Joby, and Blade have mixed outlook, slow ascent.
Via
Benzinga
Honda Open To Reviving Nissan Merger Talks If CEO Uchida Steps Down, Creating Fourth-Largest Global Automaker
↗
February 17, 2025
Honda Motor Co. is willing to resume merger negotiations with Nissan Motor Co. if CEO Makoto Uchida steps down.
Via
Benzinga
3 Tech Defense Stocks That Could Be the Next Palantir
↗
February 17, 2025
Via
The Motley Fool
5 Stocks That Could Suffer With Canadian Tariffs
↗
February 14, 2025
Trump plans to impose tariffs on Canada, causing businesses to scramble. Auto industry, energy, agriculture, and manufacturing will be impacted.
Via
Benzinga
Topics
Government
World Trade
Tesla's Global Market Share Shrinks In January As UBS Calls It A 'Very Poor Month' For Elon Musk's EV Giant
↗
February 14, 2025
In a recent report by UBS, Tesla Inc. (NASDAQ: TSLA) has seen a notable decrease in its worldwide market share for January.
Via
Benzinga
Rigetti Computing vs. Archer Aviation: A Head-to-Head Growth Stock Showdown
↗
February 13, 2025
Via
The Motley Fool
Trade War 2.0? Why Trump's Tariff Plans Could Be Worse Than 2018
↗
February 13, 2025
Via
Benzinga
Topics
Government
World Trade
Why Archer Aviation Is My Top Stock Pick for 2025
↗
February 11, 2025
Via
The Motley Fool
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