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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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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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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Byd Ltd H Shs
(OP:
BYDDF
)
12.85
+0.66 (+5.39%)
Streaming Delayed Price
Updated: 3:57 PM EST, Jan 2, 2026
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RIVN Stock Alert: Rivian Lifts Production Forecast
↗
August 09, 2023
Rivian needs to start producing a profit before investors bid up the price of RIVN stock, as the market for EV stocks sours.
Via
InvestorPlace
Rivian Stock: EV Automaker Earnings Due, After Q2 Delivery Beat
↗
August 08, 2023
EV maker Rivian reports Q2 results late Tuesday after beating delivery estimates in early July.
Via
Investor's Business Daily
3 Reasons to Be Very Cautious With TSLA Stock Right Now
↗
August 08, 2023
Here's why long-term growth investors may want to take a hard look at some of Tesla's competitors in this current environment.
Via
InvestorPlace
3 EV Stocks to Buy to Rev Up Your Growth in H2 2023
↗
August 07, 2023
Here are three of the top EV stocks to buy for long-term investors who believe electrification will remain a top trend in the future.
Via
InvestorPlace
3 EV Stocks Billionaires Are Loading Up On
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August 07, 2023
Build your portfolio like a billionaire and load up on these top EV stocks to make the most of the market upside.
Via
InvestorPlace
Li Auto Stock On Cusp Of Record High With Earnings Due. Tesla Rival Eyes First $3 Billion Quarter.
↗
August 07, 2023
IBD 50 stock on cusp of record high. Li's delivery outlook will be key.
Via
Investor's Business Daily
The 7 Best EV and Battery Stocks to Buy in 2023
↗
August 06, 2023
With EV sales continuing to jump, here are the seven best EV and battery stocks to buy to exploit even more big gains.
Via
InvestorPlace
7 ‘Strong Buy’ EV Stocks You Should Be Loading Up on Now
↗
August 06, 2023
Global demand for electric vehicles has been soaring, creating big opportunity for some of the market's top EV stocks.
Via
InvestorPlace
Tesla China Sales Sag, Fisker Touts Cybertruck Killer, Nikola C-Suite Revolving Door And More: Biggest EV Stories Of The Week
↗
August 05, 2023
Via
Benzinga
3 Battery Stocks to Buy Before the Breakout
↗
August 02, 2023
It’s time to buy battery stocks. With the world going green, we’re seeing a massive shift to electric vehicles.
Via
InvestorPlace
Market Rally Under Pressure As Yields Soar; Amazon, ELF, Caterpillar Are Earnings Winners: Weekly Review
↗
August 04, 2023
Amazon, ELF and CAT were earnings winners, but there were big losers too.
Via
Investor's Business Daily
NIO Stock Alert: Nio Doubles Deliveries in July
↗
August 01, 2023
Investors will have to wait until December to learn if Nio's growth in July translates into a profitable quarter.
Via
InvestorPlace
These 3 EV Stocks Could Outperform All Others in 2024
↗
July 31, 2023
The search for the top EV stocks to buy is on, and these three companies are certainly worth a look on any dips.
Via
InvestorPlace
Tesla's China Rivals Nio, Li Auto, XPeng On Hot Streak With July EV Sales Due
↗
July 31, 2023
Nio extended its win streak with buzz that sales topped 20,000.
Via
Investor's Business Daily
Stock Market Rallies Amid Huge Earnings, Fed Rate Hike, Inflation Data: Weekly Review
↗
July 28, 2023
Despite Thursday's downside reversal, the major indexes had a solid advance.
Via
Investor's Business Daily
7 Millionaire-Maker Lithium Stocks to Buy Before the Window Closes
↗
July 28, 2023
These best lithium stocks present spectacular prospects for long-term expansion, propelled by the evolution of the EV domain
Via
InvestorPlace
If You Can Only Buy One Battery Stock, It Better Be One of These 7 Names
↗
July 26, 2023
These high-growth battery stocks offer tremendous upside for long-term investors, in line with the expansion of the EV space.
Via
InvestorPlace
3 EV Stocks to Power Up Your Portfolio for the Next 5 Years
↗
July 25, 2023
These three EV stocks appear to be poised for some significant upside, if this current bull market can hold up.
Via
InvestorPlace
NIO Stock Revs Up on New Economic Hopes
↗
July 25, 2023
Nio is ramping up production this quarter and needs all the government help it can get to clear the inventory.
Via
InvestorPlace
If You Can Only Buy One EV Stock, It Better Be One of These 3 Names
↗
July 25, 2023
With the earnings season upon us, now is the best time to boost your investment portfolio with these three EV stocks to buy.
Via
InvestorPlace
Cathie Wood's Ark Invest Makes Major Moves In This Warren Buffett-Backed EV Company, Moderna
↗
July 24, 2023
Via
Benzinga
Warren Buffett-Backed BYD Shocks Auto Blogger With $700K Lawsuit For 'Maliciously Slandering' Review
↗
July 24, 2023
Via
Benzinga
Look: This Sexy Crossover That Makes Moscow Proud Is Built With Chinese Parts
↗
July 20, 2023
In Moscow, what's old is new again when it comes to a redesign of a classic Russian car. Originally a Soviet/Russian car produced by AZLK from 1946-1991 and by OAO Moskvitch from 1991-2001, the...
Via
Benzinga
Roth Capital Just Issued a HUGE Warning on Tesla (TSLA) Stock
↗
July 20, 2023
Tesla revenue grew over 40% in the second quarter, but profits grew 20%, leading analysts to suggest investors sell TSLA stock.
Via
InvestorPlace
The 3 Most Undervalued Battery Stocks to Buy Now: July 2023
↗
July 20, 2023
Undervalued battery stocks are on the rise. Here are some options worth adding to your portfolio before they rise higher.
Via
InvestorPlace
Forget Tesla: These 3 EV Stocks Could Be Better Bets Right Now
↗
July 18, 2023
These three top EV stocks can go on tremendous rallies over the long-term. Choose from some of the best Tesla alternatives.
Via
InvestorPlace
LI Stock Outlook: Can China’s Middle Class Afford This New Minivan?
↗
July 18, 2023
Li Auto's market will be limited by the number of rich Chinese families willing to have two children, until it can find export markets.
Via
InvestorPlace
Fisker Joins Tesla, BYD In Battle For Slice Of India's EV Market Pie
↗
July 18, 2023
Via
Benzinga
3 Battery Stocks to Buy to Turn $1,000 Into $1 Million
↗
July 18, 2023
As the adoption of EVs increase, the demand for batteries will also rise and this will boost these three battery stocks.
Via
InvestorPlace
China's Q2 GDP Miss Stirs Unease: Alibaba, BYD, Other Stocks In Focus As Analysts Point To Consumer Slowdown
↗
July 17, 2023
Via
Benzinga
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