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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
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Wejo Group Limited - Common Shares
(NQ:
WEJO
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Jun 8, 2023
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12 Communication Services Stocks Moving In Tuesday's Intraday Session
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December 27, 2022
Via
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12 Communication Services Stocks Moving In Monday's Intraday Session
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December 26, 2022
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Stocks That Hit 52-Week Lows On Thursday
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December 22, 2022
Thursday's session saw 329 companies set new 52-week lows.
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Stocks That Hit 52-Week Lows On Friday
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December 23, 2022
OnFriday, 143 stocks hit new 52-week lows.
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11 Communication Services Stocks Moving In Friday's Pre-Market Session
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December 16, 2022
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11 Communication Services Stocks Moving In Wednesday's Pre-Market Session
↗
December 14, 2022
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12 Communication Services Stocks Moving In Wednesday's Pre-Market Session
↗
December 07, 2022
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Benzinga
ConocoPhillips To Rally Over 30%? Here Are 10 Other Price Target Changes For Wednesday
↗
December 07, 2022
Barclays raised ConocoPhillips (NYSE: COP) price target from $135 to $151. Barclays analyst Jeanine Wai maintained an Overweight rating on the stock. ConocoPhillips shares fell 3.2% to close at $115.61...
Via
Benzinga
Wejo Announces Third Quarter 2022 Results
November 30, 2022
From
Wejo Group Limited
Via
Business Wire
Wejo and Ford Team Up to Expand End-to-End Insurance Offerings Across U.S.
November 29, 2022
From
Wejo Group Limited
Via
Business Wire
12 Communication Services Stocks Moving In Friday's Intraday Session
↗
November 25, 2022
Via
Benzinga
Wejo Announces Resignation of Alan Masarek from Board of Directors
November 21, 2022
From
Wejo Group Limited
Via
Business Wire
Why Richardson Electronics Shares Surged Over 8%; Here Are 55 Biggest Movers From Friday
↗
November 28, 2022
Gainers AEye, Inc. (NASDAQ: LIDR) shares jumped 50% to close at $1.25 on Friday. AEye recently posted a Q3 loss of $0.11 per share.
Via
Benzinga
12 Communication Services Stocks Moving In Tuesday's Pre-Market Session
↗
November 15, 2022
Gainers Troika Media Group (NASDAQ:TRKA) shares rose 21.0% to $0.34 during Tuesday's pre-market session. The company's market cap stands at $22.7 million.
Via
Benzinga
Earnings Scheduled For November 14, 2022
↗
November 14, 2022
Companies Reporting Before The Bell • Opiant Pharma (NASDAQ:OPNT) is estimated to report quarterly loss at $1.49 per share on revenue of $3.68 million.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
November 09, 2022
On Wednesday, 283 companies set new 52-week lows.
Via
Benzinga
Wejo to Announce Third Quarter 2022 Financial Results on November 14, 2022
November 03, 2022
From
Wejo Group Limited
Via
Business Wire
Wejo Recognized with “Traffic Tech Solution of the Year” by the AutoTech Breakthrough Awards
November 02, 2022
From
Wejo Group Limited
Via
Business Wire
Wejo Unveils Integration of Live, Real-Time Connected Vehicle Data with Prototype of Autonomous Vehicle
September 27, 2022
From
Wejo Group Limited
Via
Business Wire
Wejo To Improve Road Safety with Launch of Road Health and Winter Road Insights Powered by NIRA Dynamics
September 20, 2022
From
Wejo Group Limited
Via
Business Wire
12 Communication Services Stocks Moving In Monday's Pre-Market Session
↗
September 19, 2022
Via
Benzinga
Wejo to Host Technology Day on September 28 at Spring Mountain Motorsports in Las Vegas
September 13, 2022
From
Wejo Group Limited
Via
Business Wire
Dow Climbs More Than 400 Points, S&P 500 Rises 1.5%
↗
September 09, 2022
U.S. stocks traded higher toward the end of trading, with the Dow Jones gaining more than 400 points on Friday.
Via
Benzinga
Wejo to Participate in Citi Growth Conference
September 07, 2022
From
Wejo Group Limited
Via
Business Wire
12 Communication Services Stocks Moving In Tuesday's After-Market Session
↗
September 06, 2022
Gainers Kuke Music Holding (NYSE:KUKE) shares moved upwards by 7.7% to $0.84 during Tuesday's after-market session. The market value of their outstanding shares is at $24.8 million.
Via
Benzinga
Wejo Announces Amendment to Apollo Forward Purchase Agreement
August 22, 2022
From
Wejo Group Limited
Via
Business Wire
Wejo Joins the Eastern Transportation Coalition's Traffic Data Marketplace
September 06, 2022
From
Wejo Group Limited
Via
Business Wire
Wejo Announces Second Quarter 2022 Results
August 15, 2022
From
Wejo Group Limited
Via
Business Wire
Stocks That Hit 52-Week Lows On Thursday
↗
September 01, 2022
On Thursday, 529 companies set new 52-week lows.
Via
Benzinga
Earnings Scheduled For August 15, 2022
↗
August 15, 2022
Companies Reporting Before The Bell • Edible Garden (NASDAQ:EDBL) is likely to report earnings for its second quarter.
Via
Benzinga
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