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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Universal Technical Institute Inc Common Stock
(NY:
UTI
)
35.29
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 12, 2026
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Lincoln Educational (LINC) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 23, 2025
Education company Lincoln Educational (NASDAQ:LINC) will be reporting earnings tomorrow before the bell. Here’s what to look for.
Via
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What To Expect From Laureate Education’s (LAUR) Q4 Earnings
February 19, 2025
Higher education company Laureate Education (NASDAQ:LAUR) will be announcing earnings results tomorrow before market open. Here’s what to look for.
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Grand Canyon Education (LOPE) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 18, 2025
Higher education company Grand Canyon Education (NASDAQ:LOPE) will be reporting earnings tomorrow afternoon. Here’s what investors should know.
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Perdoceo Education Earnings: What To Look For From PRDO
February 17, 2025
Higher education company Perdoceo Education (NASDAQ:PRDO) will be announcing earnings results tomorrow afternoon. Here’s what investors should know.
Via
StockStory
NYSE:UTI is showing decent growth, but is still valued reasonably.
↗
February 14, 2025
UNIVERSAL TECHNICAL INSTITUT was identified as an affordable growth stock. NYSE:UTI is showing great growth, but also scores well on profitability. At the same time it seems to be priced reasonably.
Via
Chartmill
10 Analysts Have This To Say About Universal Technical
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February 06, 2025
Via
Benzinga
Earnings Summary: Universal Technical Q1
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February 05, 2025
Via
Benzinga
Earnings Scheduled For February 5, 2025
↗
February 05, 2025
Via
Benzinga
Bright Horizons Earnings: What To Look For From BFAM
February 12, 2025
Child care and education company Bright Horizons (NYSE:BFAM) will be reporting results tomorrow after market hours. Here’s what to expect.
Via
StockStory
Why Is Universal Technical Institute (UTI) Stock Rocketing Higher Today
February 06, 2025
Shares of vocational education Universal Technical Institute (NYSE:UTI) jumped 14.2% in the pre-market session after the company reported fourth-quarter results that significantly exceeded analysts'...
Via
StockStory
Universal Technical Institute Analysts Increase Their Forecasts Following Upbeat Results
↗
February 06, 2025
Via
Benzinga
Universal Technical Institute (NYSE:UTI) Reports Strong Q4, Stock Soars
February 05, 2025
Vocational education Universal Technical Institute (NYSE:UTI) reported Q4 CY2024 results exceeding the market’s revenue expectations, with sales up 15.3% year on year to $201.4 million. The company’s...
Via
StockStory
Topics
Energy
NYSE:UTI, a strong growth stock, setting up for a breakout.
↗
January 16, 2025
UNIVERSAL TECHNICAL INSTITUT (NYSE:UTI), a strong growth stock, setting up for a breakout.
Via
Chartmill
Expert Outlook: Universal Technical Through The Eyes Of 8 Analysts
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December 19, 2024
Via
Benzinga
Universal Technical Institute (UTI) Q4 Earnings: What To Expect
February 04, 2025
Vocational education Universal Technical Institute (NYSE:UTI) will be announcing earnings results tomorrow afternoon. Here’s what to expect.
Via
StockStory
Education Services Stocks Q3 Recap: Benchmarking Grand Canyon Education (NASDAQ:LOPE)
January 22, 2025
Let’s dig into the relative performance of Grand Canyon Education (NASDAQ:LOPE) and its peers as we unravel the now-completed Q3 education services earnings season.
Via
StockStory
Nvidia To Rally Around 31%? Here Are 10 Top Analyst Forecasts For Friday
↗
January 17, 2025
Via
Benzinga
Q3 Earnings Outperformers: Perdoceo Education (NASDAQ:PRDO) And The Rest Of The Education Services Stocks
January 16, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Perdoceo Education (NASDAQ:PRDO) and the...
Via
StockStory
Beyond The Numbers: 4 Analysts Discuss Universal Technical Stock
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November 21, 2024
Via
Benzinga
3 Reasons to Sell UTI and 1 Stock to Buy Instead
January 08, 2025
What a time it’s been for Universal Technical Institute. In the past six months alone, the company’s stock price has increased by a massive 50.3%, reaching $25 per share. This was partly thanks to its...
Via
StockStory
Topics
Energy
Q3 Earnings Highs And Lows: Universal Technical Institute (NYSE:UTI) Vs The Rest Of The Education Services Stocks
December 19, 2024
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Universal Technical Institute (NYSE:UTI) and...
Via
StockStory
This Analyst With 85% Accuracy Rate Sees More Than 8% Upside In CrowdStrike - Here Are 5 Stock Picks For November From Wall Street's Most Accurate Analysts
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December 02, 2024
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Benzinga
12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
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November 21, 2024
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Benzinga
Nasdaq Edges Higher; Baidu Shares Fall After Q3 Results
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November 21, 2024
Via
Benzinga
These Analysts Increase Their Forecasts On Universal Technical Institute After Strong Earnings
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November 21, 2024
Via
Benzinga
Nvidia To Rally More Than 50%? Here Are 10 Top Analyst Forecasts For Thursday
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November 21, 2024
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Benzinga
Crude Oil Gains 1%; Deere Posts Better-Than-Expected Earnings
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November 21, 2024
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Benzinga
BJ's Wholesale Club, Snowflake, Universal Technical Institute And Other Big Stocks Moving Higher On Thursday
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November 21, 2024
Via
Benzinga
Dow Jumps Over 100 Points; Nvidia Posts Upbeat Earnings
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November 21, 2024
Via
Benzinga
Topics
Stocks
Universal Technical Institute (NYSE:UTI) Posts Better-Than-Expected Sales In Q3, Full-Year Outlook Slightly Exceeds Expectations
November 20, 2024
Vocational education Universal Technical Institute (NYSE:UTI) reported revenue ahead of Wall Street’s expectations in Q3 CY2024, with sales up 15.3% year on year to $196.4 million. The company’s...
Via
StockStory
Topics
Energy
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