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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
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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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Wejo Group Limited - Common Shares
(NQ:
WEJO
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Jun 8, 2023
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12 Communication Services Stocks Moving In Friday's Pre-Market Session
↗
June 10, 2022
Via
Benzinga
Microsoft Is Driving Wejo Stock Higher Today: Here's Why
↗
June 09, 2022
Wejo Group Ltd (NASDAQ: WEJO) shares are trading higher Thursday after the company announced the expansion and extension of its relationship with Microsoft Maps.
Via
Benzinga
Wejo Announces Expansion and Extension of Relationship with Microsoft Maps
June 09, 2022
From
Wejo Group Limited
Via
Business Wire
EXCLUSIVE: Wejo, Microsoft Consolidate Their Partnership Further
↗
June 09, 2022
Wejo Group Ltd (NASDAQ: WEJO) expanded and extended collaboration with Microsoft Corp (NASDAQ: MSFT) Microsoft Maps.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
May 11, 2022
On Wednesday, 807 companies reached new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
April 26, 2022
During Tuesday, 581 stocks hit new 52-week lows. Interesting Highlights From Today's 52-Week Lows Meta Platforms (NASDAQ:FB) was the biggest company on a market cap basis to set a new 52-week low.
Via
Benzinga
Why Wejo Shares Are Sliding After Hours
↗
March 31, 2022
Wejo Group Ltd (NASDAQ: WEJO) shares are trading lower in Thursday's after-hours session after the company reported earnings results that were lower year-over-year.
Via
Benzinga
Wejo Group Limited added to membership of Russell 3000® Index
June 08, 2022
From
Wejo Group Limited
Via
Business Wire
79 Biggest Movers From Yesterday
↗
June 08, 2022
Gainers AeroClean Technologies, Inc. (NASDAQ: AERC) gained 154.7% to settle at $12.10 on Tuesday on continued strength after the FDA granted clearance for the company's pūrgo technology, classifying it...
Via
Benzinga
11 Communication Services Stocks Moving In Tuesday's After-Market Session
↗
June 07, 2022
Gainers Taboola.com (NASDAQ:TBLA) shares rose 6.1% to $3.28 during Tuesday's after-market session. The market value of their outstanding shares is at $691.7 million.
Via
Benzinga
8 Communication Services Stocks Moving In Tuesday's Intraday Session
↗
June 07, 2022
Via
Benzinga
12 Communication Services Stocks Moving In Monday's Intraday Session
↗
June 06, 2022
Via
Benzinga
12 Communication Services Stocks Moving In Tuesday's Pre-Market Session
↗
May 31, 2022
Via
Benzinga
95 Biggest Movers From Yesterday
↗
June 07, 2022
Gainers AeroClean Technologies, Inc. (NASDAQ: AERC) shares gained 100.4% to close at $4.75 on Monday after the FDA granted clearance for the company's pūrgo technology, classifying it as a class II...
Via
Benzinga
Wejo to Participate in Investor Conferences
May 24, 2022
From
Wejo Group Limited
Via
Business Wire
12 Communication Services Stocks Moving In Tuesday's Pre-Market Session
↗
May 17, 2022
Via
Benzinga
Wejo Announces First Quarter 2022 Results
May 16, 2022
From
Wejo Group Limited
Via
Business Wire
Wejo to Announce First Quarter 2022 Financial Results on May 16, 2022
May 02, 2022
From
Wejo Group Limited
Via
Business Wire
103 Biggest Movers From Yesterday
↗
May 11, 2022
Gainers
Via
Benzinga
77 Stocks Moving In Tuesday's Mid-Day Session
↗
May 10, 2022
Gainers
Via
Benzinga
12 Communication Services Stocks Moving In Friday's After-Market Session
↗
April 29, 2022
Gainers Troika Media Group (NASDAQ:TRKA) shares rose 8.5% to $0.51 during Friday's after-market session. The market value of their outstanding shares is at $25.2 million.
Via
Benzinga
Wejo to Participate in Investor Conferences
April 28, 2022
From
Wejo Group Limited
Via
Business Wire
Stocks That Hit 52-Week Lows On Wednesday
↗
April 27, 2022
Wednesday's session saw 784 companies set new 52-week lows.
Via
Benzinga
Wejo Drives Future of Smart Mobility With Launch of Real-Time Traffic Intelligence Solution
April 05, 2022
From
Wejo Group Limited
Via
Business Wire
EXCLUSIVE: Wejo Looks To Drive Future Of Smart Mobility Via Latest Offering
↗
April 05, 2022
Wejo Group Ltd (NASDAQ: WEJO) launched Wejo RTTI. It is a Real-Time Traffic Intelligence solution that can provide critical insights via an up-to-the-minute and holistic...
Via
Benzinga
38 Stocks Moving In Friday's Mid-Day Session
↗
April 01, 2022
Gainers Manning & Napier, Inc. (NYSE: MN) jumped 40.7% to $12.82 after the company reported it will be acquired by Callodine Group and will go private at $12.85 per share....
Via
Benzinga
21 Stocks Moving in Friday's Pre-Market Session
↗
April 01, 2022
Gainers Blackboxstocks Inc. (NASDAQ: BLBX) rose 37.6% to $3.69 in pre-market trading after the company reported better-than-expected Q4 sales results. Chicken Soup for the Soul...
Via
Benzinga
Wejo Announces Fourth Quarter and Full-Year 2021 Results; Provides 2022 Outlook
March 31, 2022
From
Wejo Group Limited
Via
Business Wire
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.
Via
Benzinga
EXCLUSIVE: Benzinga's 2022 EV Listmakers Are Accelerating Electrification Efforts Around The Globe
↗
March 30, 2022
Financial media and data company Benzinga is capitalizing on its mission to bridge the gap between retail and institutional investors by holding free virtual...
Via
Benzinga
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