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home
about us
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Firm ADV PDFs
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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
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TAV Program
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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
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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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Tencent Holdings ADR
(OP:
TCEHY
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80.34
-0.79 (-0.97%)
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Updated: 1:39 PM EST, Jan 15, 2026
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NBA Legend Shaq Coming To Fortnite? Leaks Show Skins, Accessories, And A Potential DJ Diesel Performance
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October 01, 2024
Shaquille O'Neal could be headed to Fortnite on Oct. 4 according to video game leakers and social media posts from the NBA legend.
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Fortnite Just Made Parenting Easier: How To Control Your Kid's Playtime With Latest Update
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October 01, 2024
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Epic Games Files New Antitrust Lawsuit Against Google, Samsung Over App Store Restrictions
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September 30, 2024
Epic Games files a new lawsuit against Google and Samsung, accusing them of antitrust violations and limiting app competition.
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Stock Market Rally Hits Fresh Highs, Fueled By Micron Earnings, China Stimulus: Weekly Review
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September 27, 2024
The S&P 500 hit record highs, fueled by Micron and Chinese stimulus.
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How Is The Market Feeling About Tencent Music Enter Gr?
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September 25, 2024
Via
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Alibaba Stock Adds To Gains, JD Breaks Out On Latest Stimulus Reports
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September 26, 2024
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September 25, 2024
From tech to luxury goods and commodities, certain companies benefit more from Chisna's capital easement than others.
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Why Tencent, Tencent Music Entertainment, and iQiyi All Soared Today
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September 24, 2024
China just unveiled a major stimulus plan to turn around its stagnating economy. Will it be enough?
Via
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2 Magnificent Artificial Intelligence (AI) Stocks to Start Buying Ahead of 2025
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September 24, 2024
A new year is around the corner, so it's a good time for investors to examine new opportunities.
Via
The Motley Fool
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Chinese Stocks Defy Biden's Auto Import Ban Concerns, Rally To 4-Month Highs As Central Bank Unexpectedly Slashes Interest Rates
↗
September 23, 2024
Chinese stocks rise on surprise rate cut by PBoC, boosting investor confidence. ADRs also rally despite US ban on Chinese-made vehicles.
Via
Benzinga
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Economy
Why Shares of Tencent, PDD, and Futu Are Rising Today
↗
September 19, 2024
A rate cut by the Federal Reserve has made investors think that China's central bank will soon follow suit.
Via
The Motley Fool
Topics
Economy
EXCLUSIVE: Tencent Leverages AI To 'Enhance Ad Targeting Precision,' Says Expert
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September 16, 2024
Tencent is using AI to boost ad targeting and create dynamic ad visuals, positioning itself for sustained growth in the digital ad space.
Via
Benzinga
Topics
Artificial Intelligence
Consumer Tech News (Sep 8-Sep 14): Gaming Industry Biggies Facing Accusations For Decieving Players, Apple Launches iPhone 16 & More
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September 15, 2024
The tech sector is facing weakness despite AI hype. Gaming companies face accusations of overspending, while Netflix's mobile gaming catalog hits 210M downloads. Microsoft's Xbox Game Pass overhaul...
Via
Benzinga
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Artificial Intelligence
Activision Blizzard Mobile Games Face Cuts After Microsoft's Latest Round Of Layoffs: What Went Wrong With Warzone Mobile?
↗
September 13, 2024
Microsoft's surprise layoffs target Activision Blizzard's mobile games, including Warzone Mobile, raising questions about Xbox's $69B acquisition.
Via
Benzinga
Topics
Workforce
Epic, EA, Ubisoft Face Accusations Of Deceit Over In-Game Purchases – EU Complaint Filed
↗
September 12, 2024
Epic, EA, and Ubisoft face EU complaints for misleading players with in-game purchases, sparking concerns over deceptive tactics.
Via
Benzinga
Alibaba Launches Cainiao Next-Day Delivery In Europe, Plans Global E-Commerce Hubs
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September 12, 2024
Cainiao Smart Logistics Network, a unit of Alibaba Group, has launched next-day delivery services in Europe for €2 and plans to develop global e-commerce hubs.
Via
Benzinga
EXCLUSIVE: AI In China — The Sleeping Giant Awakens? KraneShares Strategist Says We Should Be Paying Attention
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September 11, 2024
China's internet giants are taking the lead in AI with access to vast data and quick adoption. ETFs like KTEC offer U.S. investors exposure to this growth potential.
Via
Benzinga
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Artificial Intelligence
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Why Hedge Funds Are Betting Big on Alibaba and Baidu for 2024
September 11, 2024
Hedge funds are betting on undervalued Chinese tech stocks like Alibaba and Baidu using long/short strategies. Here's why retail investors should pay atetntion.
Via
MarketBeat
Topics
Artificial Intelligence
Ubisoft Is 'Mismanaged, Shareholders Are Hostages': Investor Demands Video Game Company Go Private After Stock Drop
↗
September 10, 2024
Minority investor AJ Investments demands Ubisoft go private, calling the company "mismanaged" after Star Wars Outlaws led to a stock drop.
Via
Benzinga
Alibaba Joins China's Stock Connect, Eyes Billions In Investment Boost
↗
September 09, 2024
Alibaba (BABA) to join China's Stock Connect program, allowing mainland investors to access shares. Expected to attract $12B in funds within 6 months.
Via
Benzinga
Roblox Targets 1B Users, Boosting Growth Through Apple, Alphabet, and Shopify Collaborations
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September 09, 2024
Roblox Corp (NYSE: RBLX) is making changes to support traditional game developers, including a generative AI project and revenue increases for creators
Via
Benzinga
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Artificial Intelligence
Intel, Moderna And Dollar General Were Among Top 10 Large Cap Losers In August: Are The Others In Your Portfolio?
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September 08, 2024
10 worst performing large-cap stocks in August: Super Micro, Dollar General, Snap, PDD Holdings, Intel, Tencent Music, Gold Fields, Charles River, Moderna, Neurocrine Biosciences.
Via
Benzinga
China's Markets Still Manage To Get Nvidia AI Chips Via Smuggling: Report
↗
September 06, 2024
Nvidia AI chips sold in China at 60% discount due to smuggling and cheaper labor. Chinese tech firms remain invested in AI despite US sanctions.
Via
Benzinga
Topics
Artificial Intelligence
Alibaba's E-Commerce Platforms Now Accept WeChat Payments, Aiming for Market Expansion in China
↗
September 05, 2024
Alibaba Group's e-commerce platforms now accept WeChat payment, aiming to boost China market share amid tough competition. BABA stock down 13% in 1 year.
Via
Benzinga
Nvidia Maintains AI Chip Dominance as Huawei Struggles to Compete: Report
↗
September 03, 2024
Huawei struggles to compete with Nvidia's dominant position in AI chip market, despite efforts to develop alternative. Demand for AI chips grows.
Via
Benzinga
Topics
Artificial Intelligence
Why Mega Investors Are Betting Big on Alibaba Stock's Comeback
September 03, 2024
Alibaba's new move into the Chinese stock market could open the floodgates for hundreds of new buyers to come in and send the stock to new highs.
Via
MarketBeat
Topics
Economy
3 Stocks to Watch as the Dollar Declines to a 7-Month Low
August 29, 2024
As the dollar comes to a 7-month low, a certain group of stocks come to raise interest from institutional capital and Wall Street analyst ratings
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Baidu's Stock Is Down Nearly 30% in 2024. Is It a Value Play?
↗
August 27, 2024
The Chinese tech giant still faces tough macro and competitive headwinds that will affect the investment thesis for the stock.
Via
The Motley Fool
Despite US Limits On China's Access To Nvidia Chips, Tech Titans Like Alibaba And Tencent Ramp Up AI Investments
↗
August 26, 2024
The ramped-up investment in AI by Chinese tech giants is a response to Chinese President Xi Jinping's call for the country to boost its innovation capabilities amid the ongoing chip dispute with the...
Via
Benzinga
Topics
Artificial Intelligence
Nvidia Tech Fuels Chinese AI Growth Overseas, Alibaba Ramps Up $7B Investment
↗
August 26, 2024
Chinese AI devs bypass US sanctions by renting computing power abroad to access advanced Nvidia chips. China's tech capex still lags behind US.
Via
Benzinga
Topics
Artificial Intelligence
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