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home
about us
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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
Total Asset Fund (TAF)
TAF sm Program
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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
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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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(NY:
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Updated: 7:00 PM EDT, Mar 31, 2023
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
↗
November 28, 2022
Welcome back, trader! It's time to check out the biggest pre-market stock movers that traders will want to know about on Monday!
Via
InvestorPlace
12 Consumer Discretionary Stocks Moving In Friday's After-Market Session
↗
November 25, 2022
Via
Benzinga
Boxed, Inc. Announces Receipt of Continued Listing Standard Notice from NYSE
November 25, 2022
From
Boxed, Inc.
Via
GlobeNewswire
12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
↗
November 16, 2022
Via
Benzinga
11 Consumer Discretionary Stocks Moving In Friday's Intraday Session
↗
November 11, 2022
Gainers
Via
Benzinga
Boxed, Inc. Announces Third Quarter 2022 Financial Results
November 09, 2022
From
Boxed, Inc.
Via
GlobeNewswire
Boxed, Inc. to Report Third Quarter 2022 Financial Results on November 9, 2022
October 26, 2022
From
Boxed, Inc.
Via
GlobeNewswire
Stocks That Hit 52-Week Lows On Thursday
↗
October 27, 2022
On Thursday, 111 stocks hit new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
October 26, 2022
On Wednesday, 53 companies reached new 52-week lows.
Via
Benzinga
Online Grocery Retailer Boxed Expands its Boxed Market Fast Fresh Delivery Service to Westchester County
October 17, 2022
Elmsford location now open with Brooklyn facility scheduled to open November 1st
From
Boxed, Inc.
Via
GlobeNewswire
10 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
↗
October 17, 2022
Gainers Kaixin Auto Hldgs (NASDAQ:KXIN) stock rose 18.9% to $0.78 during Monday's pre-market session. The market value of their outstanding shares is at $153.8 million.
Via
Benzinga
Boxed, Inc. Announces Receipt of Continued Listing Standard Notice from NYSE
October 14, 2022
Intends to Cure Deficiency and Return to Compliance with NYSE Listing Standard
From
Boxed, Inc.
Via
GlobeNewswire
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
↗
October 12, 2022
Gainers El Pollo Loco Holdings (NASDAQ:LOCO) stock rose 14.3% to $10.4 during Wednesday's pre-market session. The market value of their outstanding shares is at $384.8 million.
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's After-Market Session
↗
October 11, 2022
Gainers
Via
Benzinga
Boxed and AEON Sign Definitive Agreement to Expand Partnership, Launch Software & Services in Vietnam
October 06, 2022
From
Boxed, Inc.
Via
GlobeNewswire
11 Consumer Discretionary Stocks Moving In Tuesday's Pre-Market Session
↗
September 27, 2022
Gainers AYRO (NASDAQ:AYRO) shares increased by 14.7% to $0.75 during Tuesday's pre-market session. The company's market cap stands at $27.6 million.
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
↗
September 22, 2022
Gainers Tuesday Morning (NASDAQ:TUEM) shares rose 17.4% to $0.18 during Thursday's after-market session. This security traded at a volume of 149.4K shares come close, making up 3.2% of its average...
Via
Benzinga
Why Comera Life Sciences Shares Jumped 101%; Here Are 74 Biggest Movers From Yesterday
↗
September 14, 2022
Gainers Akero Therapeutics, Inc. (NASDAQ: AKRO) shares jumped 136.8% to settle at $29.05 on Tuesday after the company's Phase 2b HARMONY study met its primary endpoint for both the 50mg and 28mg EFX...
Via
Benzinga
10 Consumer Discretionary Stocks Moving In Tuesday's Intraday Session
↗
September 13, 2022
Via
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
August 30, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Expert Ratings for Boxed
↗
August 15, 2022
Over the past 3 months, 4 analysts have published their opinion on Boxed (NYSE:BOXD) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a company's...
Via
Benzinga
This Analyst Raises PT On Karuna Therapeutics By 100%; Wells Fargo Predicts $2,300 For This Stock
↗
August 15, 2022
Piper Sandler boosted the price target on First Solar, Inc. (NASDAQ: FSLR) from $120 to $165. Piper Sandler analyst Kashy Harrison maintained an Overweight rating on the stock. First Solar shares rose...
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
↗
August 10, 2022
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 10, 2022
↗
August 10, 2022
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
↗
August 10, 2022
Via
Benzinga
Citigroup Slashes Price Target On This Stock By 83%; Also Check Out Some Other Big PT Changes
↗
August 10, 2022
RBC Capital cut the price target for Nuvei Corporation (NASDAQ: NVEI) from $80 to $60. Nuvei shares fell 21.5% to close at $33.03 on Tuesday.
Via
Benzinga
Twitter To $50? Here Are 5 Other Price Target Changes For Wednesday
↗
August 10, 2022
Wedbush boosted the price target on Twitter, Inc. (NYSE: TWTR) from $30 to $50. Wedbush analyst Daniel Ives maintained the stock with a Neutral rating. Twitter shares rose 3.4% to $44.29 in pre-market...
Via
Benzinga
This Healthcare Stock Jumped 110%; Here Are 64 Biggest Movers From Yesterday
↗
July 22, 2022
Gainers Virax Biolabs Group Limited (NASDAQ: VRAX) shares climbed 264% to close at $18.20 on Thursday. The company offered shares at an expected price of $5.00 per share with an insider lock-up period...
Via
Benzinga
Nasdaq Jumps Over 100 Points; U.S. Jobless Claims Rise To This Level
↗
July 21, 2022
U.S. stocks traded higher toward the end of trading, with the Nasdaq Composite gaining more than 100 points on Thursday.
Via
Benzinga
Why Qudian Shares Jumped Over 40%; Here Are 73 Biggest Movers From Yesterday
↗
July 19, 2022
Gainers AMTD Digital Inc. (NYSE: HKD) climbed 71.5% to close at $27.80 on Monday after gaining 108% on Friday. The company priced its IPO at $7 per share.
Via
Benzinga
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