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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
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Additional Information
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Back Dated Performance Reports
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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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X Financial American Depositary Shares
(NY:
XYF
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5.600
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Updated: 7:00 PM EST, Dec 31, 2025
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Earnings Scheduled For March 31, 2022
↗
March 31, 2022
Companies Reporting Before The Bell • Trevena (NASDAQ:TRVN) is likely to report earnings for its fourth quarter.
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Mid-Day Market Update: Nasdaq Down 1%; Icosavax Shares Plummet
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March 25, 2022
U.S. stocks pared gains midway through trading, with the Nasdaq Composite dropping 1% on Friday. The Dow traded up 0.02% to 34,715.99 while the NASDAQ fell 1.02% to 14,045.00...
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Mid-Morning Market Update: Markets Mixed; US Pending Home Sales Index Drop 4.1%
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March 25, 2022
U.S. stocks traded opened on a mixed note this morning, with the Dow Jones gaining around 80 points on Friday. Following the market opening, the Dow traded up 0.25% to 34,795.46...
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X Financial Q4 2021 Earnings Conference Call On March 31, 2022 At 07:00 AM ET
↗
March 23, 2022
X Financial (NYSE:XYF) will host a conference call at 07:00 AM ET on March 31, 2022, to discuss Q4 2021 earnings results. How to Attend X Financial (XYF) Conference Call Follow...
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January 20, 2022
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December 08, 2021
Gainers Siyata Mobile Inc. (NASDAQ: SYTA) shares jumped 66.7% to close at $4.60 on Tuesday. Siyata Mobile received $1.3 million purchase order for SD7 ruggedized devices and...
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October 25, 2021
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October 21, 2021
Gainers Xiaobai Maimai Inc. (NASDAQ: HX) shares surged 98.4% to settle at $18.87 on Wednesday on above-average volume. The company on Tuesday disclosed the resignation of its CEO...
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October 20, 2021
Gainers Xiaobai Maimai Inc. (NASDAQ: HX) shares climbed 42.6% to close at $9.51 on Tuesday. Xiaobai Maimai said Xiaobao An resigned as CEO. Kaival Brands Innovations Group...
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September 21, 2021
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September 20, 2021
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Gainers ZIVO Bioscience, Inc. (NASDAQ: ZIVO) jumped 145% to $6.86 after declining around 17% on Friday. Edesa Biotech, Inc. (NASDAQ: EDSA) jumped 30.6% to $7.68 after the company...
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September 20, 2021
Gainers Verastem, Inc. (NASDAQ: VSTM) rose 30.8% to $3.61 in pre-market trading after the company announced a mini oral presentation highlighting updated data from the ongoing...
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September 20, 2021
Gainers Corvus Pharmaceuticals, Inc. (NASDAQ: CRVS) shares jumped 135.4% to settle at $5.32 on Friday. The stock possibly traded higher following favorable data results by...
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9 Financials Stocks Moving In Tuesday's Intraday Session
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August 24, 2021
Gainers 360 DigiTech (NASDAQ:QFIN) shares moved upwards by 15.34% to $21.5 during Tuesday's regular session. Trading volume for 360 DigiTech's stock is 4.1 million...
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10 Financials Stocks Moving In Tuesday's Intraday Session
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August 17, 2021
Gainers Waterdrop (NYSE:WDH) shares rose 15.36% to $3.98 during Tuesday's regular session. As of 12:30 EST, Waterdrop's stock is trading at a volume of 388.9K,...
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August 18, 2021
Gainers Virpax Pharmaceuticals, Inc. (NASDAQ: VRPX) shares surged 265.5% to close at $15.35 on Tuesday after the company received a written pre-investigational new drug (pre-IND...
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11 Financials Stocks Moving In Monday's Intraday Session
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August 16, 2021
Gainers GoHealth (NASDAQ:GOCO) stock moved upwards by 15.84% to $4.71 during Monday's regular session. Trading volume for this security as of 12:30 EST is 7.7 million...
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60 Biggest Movers From Yesterday
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August 17, 2021
Gainers NanoVibronix, Inc. (NASDAQ: NAOV) shares jumped 33.7% to close at $3.37 on Monday after the company announced plan to expand product portfolio with introduction of...
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38 Stocks Moving In Monday's Mid-Day Session
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August 16, 2021
Gainers NanoVibronix, Inc. (NASDAQ: NAOV) shares climbed 34.5% to $3.3900 after the company announced plan to expand product portfolio with introduction of Painshield relief for...
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August 11, 2021
Gainers Fulcrum Therapeutics, Inc. (NASDAQ: FULC) jumped 125.3% to close at $18.77 on Tuesday after the company announced positive interim results from the Phase 1 trial with FTX...
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12 Financials Stocks Moving In Monday's Pre-Market Session
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July 26, 2021
Gainers Lion Group Holding (NASDAQ:LGHL) stock moved upwards by 7.28% to $2.21 during Monday's pre-market session. The market value of their outstanding shares is at $...
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75 Biggest Movers From Friday
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July 26, 2021
Gainers The New Home Company Inc. (NYSE: NWHM) jumped 82.9% to settle at $8.89 on Friday after the company agreed to be acquired by funds managed by affiliates of Apollo Global...
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62 Biggest Movers From Yesterday
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July 21, 2021
Gainers NeuroMetrix, Inc. (NASDAQ: NURO) shares surged 208% to settle at $10.04 on Tuesday as the company said it received FDA breakthrough device designation for the treatment...
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34 Stocks Moving In Tuesday's Mid-Day Session
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July 20, 2021
Gainers NeuroBo Pharmaceuticals, Inc. (NASDAQ: NRBO) shares climbed 50.9% to $4.2550. NeuroMetrix, Inc. (NASDAQ: NURO) gained 37.4% to $4.4750 as the company said it received FDA...
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58 Biggest Movers From Yesterday
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July 13, 2021
Gainers MediaCo Holding Inc. (NASDAQ: MDIA) shares jumped 311.6% to close at $17.00 on Monday after jumping 20% on Friday. State Auto Financial Corporation (NASDAQ: STFC) shares...
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12 Financials Stocks Moving In Friday's Pre-Market Session
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July 09, 2021
Gainers Carver Bancorp (NASDAQ:CARV) shares moved upwards by 23.8% to $27.1 during Friday's pre-market session. The market value of their outstanding shares is at $93....
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61 Biggest Movers From Yesterday
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July 08, 2021
Gainers Newegg Commerce, Inc. (NASDAQ: NEGG) shares surged 148.4% to close at $67.57 on Wednesday after jumping around 42% on Tuesday. Mannatech, Incorporated (NASDAQ: MTEX)...
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58 Biggest Movers From Yesterday
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July 02, 2021
Gainers The Glimpse Group, Inc. (NASDAQ: VRAR) shares jumped 152.3% to settle at $17.66 on Thursday after the company priced its IPO at $7 per share. Pop Culture Group Co., Ltd (...
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Topics
Initial Public Offering
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