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home
about us
Investment Approach
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Market Analysis Summary
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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
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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Featured Quarterly Newsletter
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Fisker Inc
(NY:
FSR
)
N/A
UNCHANGED
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Updated: 7:00 PM EDT, Mar 25, 2024
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Dow Rises Over 200 Points; US Durable Goods Orders Down 4.5%
↗
February 27, 2023
U.S. stocks traded higher this morning, with the Dow Jones gaining over 200 points on Monday. Following the market opening Monday, the Dow traded up 0.68% to 33,041.22 while the NASDAQ rose 1.04% to...
Via
Benzinga
Dear PSNY Stock Fans, Mark Your Calendars for March 2
↗
February 27, 2023
Geely is using Polestar to position itself in the market for luxury EVs while it ramps up mass production in China's competitive EV market.
Via
InvestorPlace
Why Fisker Stock Is Putting The Pedal To The Floor Monday Morning
↗
February 27, 2023
Fisker Inc (NYSE: FSR) shares are trading higher Monday after the EV maker reported financial results that came in ahead of its expectations.
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
↗
February 27, 2023
Via
Benzinga
Nasdaq, S&P 500 Futures Rebound In New Trading Week But Rising Bond Yields Remain A Risk
↗
February 27, 2023
US stocks are coming off a lackluster week and early indications suggest a reversal in sentiment in the new trading week. While rising bond yields could be a cause of concern, the recent weakness could...
Via
Benzinga
Earnings Preview For Fisker
↗
February 24, 2023
Via
Benzinga
Fisker: Could This Heavily Shorted Stock Skyrocket?
↗
February 18, 2023
Is there light at the end of the tunnel for this EV start-up?
Via
The Motley Fool
Fisker Inc. Announces Fourth Quarter and Fiscal Year 2022 Financial Results
February 27, 2023
From
Fisker Inc.
Via
Business Wire
Beyond Tesla: 3 EV Stocks with Strong Growth Potential
↗
February 26, 2023
Take your position in these three EV stocks while they are trading at a discount and watch them soar in the near future.
Via
InvestorPlace
Why Is Timber Pharmaceuticals (TMBR) Stock Up 61% Today?
↗
February 24, 2023
Timber Pharmaceuticals (TMBR) stock is taking off on Friday after getting an orphan drug designation for TMB-001 in Europe.
Via
InvestorPlace
FSR Stock Alert: What to Know About Fisker’s Partnership With ChargePoint
↗
February 24, 2023
It might be good news that Fisker is teaming up with a charging solutions provider, but FSR stock traders are still in a selling mood today.
Via
InvestorPlace
Fisker Announces ChargePoint as North American Partner for Public Charging Solutions
February 23, 2023
From
Fisker Inc.
Via
Business Wire
Earnings Scheduled For February 27, 2023
↗
February 27, 2023
Companies Reporting Before The Bell • Kosmos Energy (NYSE:KOS) is projected to report quarterly earnings at $0.14 per share on revenue of $505.61 million.
Via
Benzinga
Fisker Adjusts Timing of Fourth Quarter and Full Year 2022 Results and Conference Call
February 21, 2023
From
Fisker Inc.
Via
Business Wire
Is Does Magna International Earnings Warning Bad for EV Sales?
February 21, 2023
Worldwide vehicle parts supplier and manufacturer Magna International Inc. (NYSE: MGA) is one of the most significant players in the automobile
Via
MarketBeat
Topics
Economy
Electric Vehicles
Supply Chain
Stocks That Hit 52-Week Lows On Monday
↗
February 13, 2023
On Monday, 42 companies hit new 52-week lows.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For February 15, 2023
↗
February 15, 2023
Via
Benzinga
Can Rivian Ramp Up Production Before Its Cash Burns Up?
February 13, 2023
Electric vehicle (EV) maker Rivian Automotive Inc. (NASDAQ: RIVN) is racing to ramp up production before the cash runs out. It produces and delivers EVs.
Via
MarketBeat
Topics
Economy
Electric Vehicles
Workforce
Fisker Announces Timing of Fourth Quarter and Full Year 2022 Results and Webcast
February 10, 2023
From
Fisker Inc.
Via
Business Wire
Considering Buying Tesla Shares Now? Bullish Analyst Suggests You May Have Missed On The Golden 'Window Of Opportunity'
↗
February 10, 2023
Tesla Inc.
Via
Benzinga
EXCLUSIVE: StockTwits CEO Rishi Khanna On Main St. Vs. Wall St. And Why This Sector Will Trend In 2023
↗
February 01, 2023
When GameStop Corp (NYSE: GME) skyrocketed 2,311% over just 11 trading days between Jan. 13 and Jan.
Via
Benzinga
Trading Volume on Fisker Is Electric! Uptrend On?
January 31, 2023
Whether last week’s spark is followed by a sustained uptrend will ultimately depend on how the market views Fisker’s fundamentals and technicals.
Via
MarketBeat
Topics
Electric Vehicles
EV Stocks Face-Off: TSLA vs. RIVN vs. ARVL
↗
January 30, 2023
TSLA, ARVL, and RIVN have all developed appealing electric vehicles and all three effectively use technology.
Via
InvestorPlace
Buy/Sell: Wall Street's Top 10 Stock Calls This Week - Sunday, Jan. 29
↗
January 29, 2023
What has Wall Street been buzzing about this past week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street’s best analysts during the week of Jan. 23-27.
Via
Talk Markets
Why Fisker, Nio And Nikola Stock Are Skyrocketing Alongside Lucid And Tesla
↗
January 27, 2023
Fisker Inc (NYSE: FSR), Nio Inc - ADR (NYSE: NIO) and Nikola Corp (NASDAQ: NKLA) are all seeing marked strength during Friday's sess
Via
Benzinga
Senator Who Gets $500,000 Annually From Coal Company Fighting To Stop EV Tax Credits: Here Are The Details
↗
January 25, 2023
The Inflation Reduction Act was a key piece of legislation passed by the U.S. Congress in 2022. A senator is now working to delay one of the key pieces of the legislation, in a move that could be a...
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
↗
January 25, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 25, 2023
↗
January 25, 2023
Via
Benzinga
Short Squeeze Stocks Alert: 5 Hot Stocks With HIGH Cost to Borrow Fees
↗
January 23, 2023
Short sellers collected significant profits last year, beating out the S&P 500. Here are five short squeeze stocks with high CTB fees.
Via
InvestorPlace
7 Electric Vehicle Stocks Vying for Tesla’s Crown
↗
January 19, 2023
These 7 electric vehicle stocks are legitimate threats to Tesla's dominance with several outperforming it in certain respects.
Via
InvestorPlace
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