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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
MARKET RESEARCH
Featured Quarterly Newsletter
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IperionX Limited - American Depositary Share
(NQ:
IPX
)
35.22
-5.07 (-12.58%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 5, 2026
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
↗
June 14, 2023
It's time for another dive into the biggest pre-market stock movers as investors get ready to trade shares on Wednesday morning!
Via
InvestorPlace
Nasdaq Gains Over 50 Points; First Wave BioPharma Shares Spike Higher
↗
June 13, 2023
U.S. stocks traded higher toward the end of trading, with Nasdaq Composite gaining over 50 points on Tuesday. The Dow traded up 0.23% to 34,144.24 while the NASDAQ rose 0.42% to 13,518.40. The S&P 500,...
Via
Benzinga
Why IperionX (IPX) Shares Are Soaring Higher Tuesday
↗
June 13, 2023
IperionX, Ltd. (NASDAQ: IPX) shares are soaring over 121% higher after the company announced it will produce titanium components for Ford Motor Company (NYSE: F).
Via
Benzinga
Crude Oil Rises Sharply; Auddia Shares Plummet
↗
June 13, 2023
U.S. stocks traded higher midway through trading, with Dow Jones gaining over 100 points on Tuesday. The Dow traded up 0.42% to 34,210.67 while the NASDAQ rose 0.43% to 13,519.68. The S&P 500, also...
Via
Benzinga
Why Motorcar Parts of America Shares Are Trading Higher By 13%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
June 13, 2023
Gainers First Wave BioPharma, Inc. (NASDAQ: FWBI) shares gained 143% to $2.77 after the company achieved its enrollment target for its adrulipase Phase 2 SPAN trial for exocrine pancreatic...
Via
Benzinga
Dow Surges 100 Points; US Inflation Rate Drops In May
↗
June 13, 2023
U.S. stocks traded higher this morning, with Dow Jones gaining over 100 points on Tuesday. Following the market opening Tuesday, the Dow traded up 0.32% to 34,173.85 while the NASDAQ rose 0.72% to...
Via
Benzinga
IperionX to Produce Titanium Components for Ford Motor Company
June 13, 2023
From
IperionX Limited
Via
Business Wire
Dow Drops Over 100 Points; US Weekly Jobless Claims Rise To 232,000
↗
June 01, 2023
U.S. stocks traded mostly lower this morning, with the Dow Jones dropping over 100 points on Thursday. Following the market opening Thursday, the Dow traded down 0.44% to 32,763.39 while the NASDAQ...
Via
Benzinga
IperionX Plans to Build the World’s Largest 100% Recycled Titanium Metal Powder Facility By 2025
April 27, 2023
From
IperionX Limited
Via
Business Wire
IperionX Releases Life Cycle Assessment of 100% Recycled Titanium Powder
April 26, 2023
From
IperionX Limited
Via
Business Wire
IperionX Green Hydrogen Market Assessment
April 20, 2023
From
IperionX Limited
Via
Business Wire
IperionX & Canyon Bicycles Partner to Implement Sustainability Improvements in the Bicycle Industry Supply Chain
March 28, 2023
From
IperionX Limited
Via
Business Wire
IperionX and SLM Solutions Announce MOU
March 14, 2023
From
IperionX Limited
Via
Business Wire
IperionX Appoints Harold Sears as Additive Manufacturing Senior Advisor
February 22, 2023
From
IperionX Limited
Via
Business Wire
IperionX and Carver Pump to Produce Titanium Parts for the U.S. Navy
February 06, 2023
From
IperionX
Via
Business Wire
IperionX Wins U.S. Air Force Titanium Recycling Challenge
January 17, 2023
From
IperionX Limited
Via
Business Wire
Panerai Places Order for Production Series Titanium Watch Cases
November 17, 2022
From
IperionX Limited
Via
Business Wire
IperionX Appoints Toby Symonds as Company President
November 01, 2022
From
IperionX Limited
Via
Business Wire
IperionX Sustainability Report – 2022
October 24, 2022
From
IperionX Limited
Via
Business Wire
Why Immunic Shares Jumped By Around 57%; Here Are 73 Biggest Movers From Yesterday
↗
October 11, 2022
Gainers Applied DNA Sciences, Inc. (NASDAQ: APDN) shares climbed 71% to close at $2.12 on Monday after the company announced it has received its largest single purchase order for LinearDNA™ valued...
Via
Benzinga
IperionX Selects Virginia for America’s First 100% Recycled, Low Carbon Titanium Metal Facility
September 27, 2022
From
IperionX Limited
Via
Business Wire
Why Applied DNA Sciences Shares Are Trading Higher By Around 65%, Here Are 54 Stocks Moving In Monday's Mid-Day Session
↗
October 10, 2022
Gainers Applied DNA Sciences, Inc. (NASDAQ: APDN) shares jumped 64.5% to $2.03 after the company announced it has received its largest single purchase order for LinearDNA™ valued above the...
Via
Benzinga
IperionX Commissions Mineral Demonstration Facility
September 21, 2022
From
IperionX Limited
Via
Business Wire
IperionX Completes $24M Placement
September 14, 2022
From
IperionX Limited
Via
Business Wire
Why Immunocore Shares Dipped 22%; Here Are 73 Biggest Movers From Friday
↗
September 12, 2022
Gainers Digital Media Solutions, Inc. (NYSE: DMS) shares climbed 71.9% to close at $2.20 on Friday after the company received a non-binding go-private proposal from Prism Data for $2.50 per share in...
Via
Benzinga
Why Zscaler Is Trading Higher By Around 19%, Here Are 44 Stocks Moving In Friday's Mid-Day Session
↗
September 09, 2022
Gainers Digital Media Solutions, Inc. (NYSE: DMS) shares jumped 70% to $2.1750 after the company received a non-binding go-private proposal from Prism Data for $2.50 per share in cash.
Via
Benzinga
IperionX & Panerai Partner to Develop Sustainable Luxury Goods
August 30, 2022
From
IperionX Limited
Via
Business Wire
IperionX Produces Titanium Metal From Tennessee Minerals
August 26, 2022
From
IperionX Limited
Via
Business Wire
IperionX Successfully Develops Low Carbon Titanium Enrichment Process
August 09, 2022
From
IperionX Limited
Via
Business Wire
IperionX and Oak Ridge National Laboratory Technical Collaboration
July 25, 2022
From
IperionX Limited
Via
Business Wire
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