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home
about us
Investment Approach
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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
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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
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Additional Information
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Event Schedule
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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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WeRide Inc. - American Depositary Shares
(NQ:
WRD
)
7.750
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 2, 2026
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This AeroVironment Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
↗
August 04, 2025
Via
Benzinga
Jim Cramer Says Uber Is Going To $200, Recommends Buying It
↗
July 31, 2025
Jim Cramer recommends buying more Uber (UBER) as it's expected to reach $200, and says to hold KeyCorp (KEY) as they're in expansion mode. Micron (MU) announced a new space-qualified memory product.
Via
Benzinga
Earnings Scheduled For July 31, 2025
↗
July 31, 2025
Via
Benzinga
WeRide Accelerates Global Growth, Robotaxi Revenue Grew 836.7%
July 31, 2025
WeRide Announces Unaudited Financial Results for Q2 2025
From
WeRide Inc.
Via
GlobeNewswire
WeRide And Uber Expand Robotaxi Reach In Abu Dhabi
↗
July 29, 2025
WeRide and Uber launch Robotaxi services in Abu Dhabi, expect to double ride volumes and expand coverage; largest network in Middle East.
Via
Benzinga
How Is The Market Feeling About WeRide?
↗
July 11, 2025
Via
Benzinga
WeRide and Uber Expand Robotaxi Reach in Abu Dhabi, Ride Volumes Expected to Double
July 29, 2025
From
WeRide Inc.
Via
GlobeNewswire
Top 5 AI & Autonomy Stocks Trading Under $15 With Big Potential
↗
July 28, 2025
Artificial Intelligence and Autonomous Technology remain two prominent, long-term growth themes, with several stocks offering investors niche exposure.
Via
MarketBeat
Topics
Artificial Intelligence
Retirement
WeRide Secures Historic Robotaxi Permit In Saudi Arabia
↗
July 28, 2025
WeRide Inc. (NYSE: WRD) is the first autonomous driving company to receive a permit for driverless taxis in Saudi Arabia. They have permits in 6 nations and are expanding globally.
Via
Benzinga
Pony AI Vs. WeRide: Who's Leading China's Robotaxi Race
↗
July 28, 2025
Via
Benzinga
Topics
Artificial Intelligence
WeRide Receives Autonomous Driving Permit in Saudi Arabia: Retail Sees Stock Hitting $20
↗
July 28, 2025
A full-scale commercial WeRide robotaxi service is expected to launch by the end of the year in partnership with Uber in Saudi Arabia.
Via
Stocktwits
WeRide Robotaxi Secures Autonomous Driving Permit in Saudi Arabia, Products Now Licensed in Six Countries
July 28, 2025
From
WeRide Inc.
Via
GlobeNewswire
WeRide Wins Permit for Autonomous Robotaxi Service in Shanghai, Partnering with Chery to Revolutionize Urban Mobility
July 26, 2025
From
WeRide Inc.
Via
GlobeNewswire
WeRide Teams Up With Lenovo to Launch 100% Automotive-Grade HPC 3.0 Platform Powered by NVIDIA DRIVE AGX Thor Chips
July 21, 2025
From
WeRide Inc.
Via
GlobeNewswire
Tech News (July 14–July 18): China Cuts US Debt, Fed Signals Rate Shift, Netflix And TSMC Lead Earnings Beat; Meta-AWS Push AI
↗
July 20, 2025
Consumer tech surged ahead this week with strong earnings, bold AI shifts, and rising geopolitical tensions reshaping the global landscape.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Uber Strikes Robotaxi Deal With Tesla Competitor. But Uber Stock Falls.
↗
July 17, 2025
Uber stock is lower for a seventh straight day despite announcing a plan to launch a new robotaxi service with Lucid, Nuro.
Via
Investor's Business Daily
Topics
Artificial Intelligence
WeRide's Driverless Robobus Approved In Singapore
↗
July 17, 2025
WeRide Inc. (NASDAQ: WRD) received Singapore's clearance for fully driverless robobus operations at Resorts World Sentosa, a groundbreaking milestone.
Via
Benzinga
WeRide Launches Southeast Asia’s First Fully Driverless Robobus Operations at Resorts World Sentosa, Singapore
July 17, 2025
From
WeRide Inc.
Via
GlobeNewswire
WeRide to Announce Second Quarter 2025 Financial Results on July 31, 2025
July 16, 2025
From
WeRide Inc.
Via
GlobeNewswire
Uber Stock Gains On Robotaxi Partnership With Baidu In Asia, Middle East
↗
July 15, 2025
Uber stock gained on news of a robotaxi partnership with China search giant Baidu. Baidu joins Waymo, WeRide and others partnering with Uber.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Jensen Huang's Nvidia Owns 6 Stocks. Here's the Best of the Bunch.
↗
July 12, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Intellectual Property
Billionaire Bill Ackman May Be the Next Warren Buffett. He's Buying 2 Magnificent Stocks Up 160% and 270% Since 2023.
↗
July 04, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Robotaxis: Fad or Future?
↗
July 03, 2025
Robotaxis are a trillion dollar market in the making.
Via
The Motley Fool
WeRide Secures First Driverless Logistics Vehicle Test Permit in Guangzhou's Huangpu District for Robovan W5
July 02, 2025
From
WeRide Inc.
Via
GlobeNewswire
Singapore's Acting Minister for Transport Visits WeRide Headquarters to Advance Cooperation on Autonomous Mobility
June 29, 2025
From
WeRide Inc.
Via
GlobeNewswire
8 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
June 19, 2025
Via
Benzinga
WeRide Partners With Uber, Dubai's Road And Transport Authority For Autonomous Vehicle Pilot
↗
June 17, 2025
WeRide Inc. (WRD) partners with Dubai's RTA & Uber to launch autonomous vehicles in the Middle East. Pilot program starts this year.
Via
Benzinga
WeRide Robotaxis To Start Operating In Dubai Via Uber This Year: Retail Sees Stock Breach $6 This Week
↗
June 16, 2025
In the initial phase, the vehicles will operate with a safety driver on board, paving the way for the full-scale commercial rollout of driverless services in 2026, the Dubai government said.
Via
Stocktwits
Billionaires Sell Nvidia Stock and Buy a Robotaxi Stock Up 300% in 3 Years (Hint: Not Tesla)
↗
June 16, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Uber Will Test Self-Driving Vehicles In London As Tesla's Robotaxi Challenge Nears
↗
June 10, 2025
Uber stock was higher in early Tuesday after the company said it will test driverless taxis in London in partnership with Wayve.
Via
Investor's Business Daily
Topics
Artificial Intelligence
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