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home
about us
Investment Approach
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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
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Universal Technical Institute Inc Common Stock
(NY:
UTI
)
28.15
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 21, 2026
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Wall Street Favorites: 3 Under-$20 Stocks With Strong Buy Ratings for May 2024
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May 20, 2024
With Wall Street experts putting the spotlight on these cheap stocks to buy, adventurous investors may want to give these ideas a look.
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UTI Stock Earnings: Universal Technical Misses EPS, Beats Revenue for Q2 2024
↗
May 08, 2024
UTI stock results show that Universal Technical missed analyst estimates for earnings per share but beat on revenue for the second quarter of 2024.
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April 18, 2024
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Earnings Scheduled For February 7, 2024
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February 07, 2024
Companies Reporting Before The Bell • Madison Square Garden (NYSE:MSGE) is expected to report quarterly loss at $0.80 per share on revenue of $301.83 million.
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Universal Technical Institute Is Firing On All Cylinders
↗
January 29, 2024
Universal Technical Institute, Inc. is the leading provider of post-secondary education for students seeking careers as professional automotive, diesel, motorcycle, and marine technicians.
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12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
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January 04, 2024
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In-Depth Examination Of 5 Analyst Recommendations For Universal Technical
↗
December 20, 2023
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What 4 Analyst Ratings Have To Say About Universal Technical
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November 16, 2023
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Recap: Universal Technical Q4 Earnings
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November 15, 2023
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Sidoti Events, LLC's Virtual December Small-Cap Conference
December 05, 2023
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Gold Gains 1%; Williams-Sonoma Posts Upbeat Earnings
↗
November 16, 2023
U.S. stocks traded lower toward the end of trading, with the Dow Jones index falling over 100 points on Thursday. The Dow traded down 0.39% to 34,853.42 while the NASDAQ fell 0.11% to 14,087.96. The...
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Why Children's Place Shares Are Trading Lower By Around 25%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
November 16, 2023
Shares of The Children's Place, Inc. (NASDAQ: PLCE) moved lower during Thursday’s session following weak quarterly earnings.
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Universal Technical Earnings Perspective: Return On Capital Employed
↗
December 30, 2022
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Universal Technical Institute Is Well Positioned & Patience Is Required: Analyst
↗
December 13, 2022
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November 16, 2023
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Inflation, Economic Data Weighs On Wall Street
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Sonos Reports Upbeat Results, Joins Macy's, NICE And Other Big Stocks Moving Higher On Thursday
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November 16, 2023
U.S. stocks traded mixed, with the Dow Jones falling around 30 points on Thursday. Shares of Sonos, Inc. (NASDAQ: SONO) shares climbed during Thursday’s session following upbeat fourth-quarter...
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Earnings Scheduled For November 15, 2023
↗
November 15, 2023
Companies Reporting Before The Bell • Codere Online Luxembourg (NASDAQ:CDRO) is likely to report earnings for its third quarter. • Movano (NASDAQ:MOVE) is projected to report earnings for its third...
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Universal Technical's Earnings: A Preview
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December 09, 2022
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September 13, 2023
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Rosenblatt Maintains Buy Rating for Universal Technical: Here's What You Need To Know
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August 09, 2023
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$2M Bet On Universal Technical Institute? Check Out These 3 Stocks Insiders Are Buying
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June 26, 2023
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$2.5 Million Bet On CrowdStrike Holdings? Check Out These 4 Stocks Insiders Are Buying
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December 30, 2022
Although US stocks closed higher on Thursday, there were a few notable insider trades.
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December 19, 2022
Although US stocks closed lower on Friday, there were a few notable insider trades.
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12 Consumer Discretionary Stocks Moving In Monday's Intraday Session
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December 12, 2022
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Earnings Scheduled For May 9, 2023
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May 09, 2023
Companies Reporting Before The Bell • Kosmos Energy (NYSE:KOS) is expected to report quarterly earnings at $0.17 per share on revenue of $440.16 million.
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Earnings Scheduled For December 12, 2022
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December 12, 2022
Companies Reporting Before The Bell • Daktronics (NASDAQ:DAKT) is projected to report earnings for its second quarter.
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Oracle, Coupa Software And 3 Stocks To Watch Heading Into Monday
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December 12, 2022
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October 12, 2022
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The 7 Best Micro-Cap Stocks to Buy Now
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September 30, 2022
If you have the nerve and the patience, these incredibly risky names among the best micro-cap stocks just might deliver.
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