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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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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
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DZS Inc. - Common Stock
(NQ:
DZSI
)
0.5200
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Aug 7, 2024
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Recap: DZS Q3 Earnings
↗
November 01, 2021
DZS (NASDAQ:DZSI) reported its Q3 earnings results on Monday, November 1, 2021 at 04:05 PM. Here's what investors need to know about the announcement. Earnings DZS reported in...
Via
Benzinga
Earnings Preview For DASAN Zhone Solutions
↗
October 29, 2021
DASAN Zhone Solutions (NASDAQ:DZSI) is set to give its latest quarterly earnings report on Monday, 2021-11-01. Here's what investors need to know before the announcement. Analysts...
Via
Benzinga
Return on Capital Employed Overview: DASAN Zhone Solutions
↗
August 18, 2021
After pulling data from Benzinga Pro it seems like during Q2, DASAN Zhone Solutions (NASDAQ:DZSI) posted sales of $82.70 million. Earnings were up 79.5%, but DASAN Zhone Solutions...
Via
Benzinga
Looking into DASAN Zhone Solutions's Return on Capital Employed
↗
August 12, 2021
After pulling data from Benzinga Pro it seems like during Q2, DASAN Zhone Solutions's (NASDAQ:DZSI) reported sales totaled $82.70 million. Despite a 79.5% in earnings, the company...
Via
Benzinga
Zhone Technologies (DZSI) Q2 2021 Earnings Call Transcript
↗
August 04, 2021
DZSI earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
DASAN Zhone Solutions's Earnings: A Preview
↗
July 30, 2021
DASAN Zhone Solutions (NASDAQ:DZSI) unveils its next round of earnings this Monday, August 02. Here is Benzinga's everything-that-matters guide for the earnings announcement. Net...
Via
Benzinga
DZS: Q1 Earnings Insights
↗
May 03, 2021
Shares of DZS (NASDAQ:DZSI) were unchanged after the company reported Q1 results. Quarterly Results Earnings per share increased 140.00% year over year to $0.10, which beat...
Via
Benzinga
Earnings Scheduled For November 1, 2021
↗
November 01, 2021
Companies Reporting Before The Bell • ANI Pharmaceuticals (NASDAQ:ANIP) is expected to report earnings for its third quarter. • Kiniksa Pharmaceuticals (NASDAQ:...
Via
Benzinga
Recap: DZS Q2 Earnings
↗
August 02, 2021
Shares of DZS (NASDAQ:DZSI) were flat in after-market trading after the company reported Q2 results. Quarterly Results Earnings per share decreased 133.33% over the past year...
Via
Benzinga
75 Biggest Movers From Yesterday
↗
August 04, 2021
Gainers Arcturus Therapeutics Holdings Inc. (NASDAQ: ARCT) shares climbed 68.1% to close at $58.25 on Tuesday after the company announced that the it has received approval for a...
Via
Benzinga
Telecom Clearfield Stock Sees Composite Rating Rise To 97
↗
July 26, 2021
Clearfield saw an improvement in its IBD SmartSelect Composite Rating Monday, from 91 to 97.
Via
Investor's Business Daily
Earnings Scheduled For August 2, 2021
↗
August 02, 2021
Companies Reporting Before The Bell • HSBC Holdings (NYSE:HSBC) is estimated to report earnings for its second quarter. • Addex Therapeutics (NASDAQ:ADXN) is...
Via
Benzinga
Zhone Technologies (DZSI) Q1 2021 Earnings Call Transcript
↗
May 04, 2021
DZSI earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
DZS Shares Are Trading Higher On Crushing Q1 Earnings, Robust Q2 Guidance
↗
May 03, 2021
DZS Inc (NASDAQ: DZSI) reported first-quarter FY21 revenue growth of 70.7% year-on-year to $81 million from mobile edge transport and broadband connectivity...
Via
Benzinga
11 Information Technology Stocks Moving In Thursday's Intraday Session
↗
April 22, 2021
Gainers Teradata (NYSE:TDC) stock increased by 29.42% to $51.62 during Thursday's regular session. Teradata's stock is trading at a volume of 18.8 million shares...
Via
Benzinga
Earnings Scheduled For May 3, 2021
↗
May 03, 2021
Companies Reporting Before The Bell • Scienjoy Holding (NASDAQ:SJ) is estimated to report quarterly earnings at $0.58 per share on revenue of $540.11 million. •...
Via
Benzinga
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