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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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NewGenIvf Group Limited - Class A Ordinary Shares
(NQ:
NIVF
)
0.8000
-0.0300 (-3.61%)
Streaming Delayed Price
Updated: 9:42 AM EST, Mar 2, 2026
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All News about NewGenIvf Group Limited - Class A Ordinary Shares
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NewGen Signs Binding Term Sheet for Reverse Merger with European Wellness Investment Holdings
December 11, 2024
From
NewGenIVF Limited
Via
GlobeNewswire
Why Uxin Shares Are Trading Higher; Here Are 20 Stocks Moving Premarket
↗
November 25, 2024
Via
Benzinga
NewGenIvf Receives Nasdaq Delisting Notice and Plans to Submit Appeal, Announces Strategic Path Forward to Regain Compliance
November 22, 2024
Multiple strategic initiatives include applying to transfer to Nasdaq Capital Market, leveraging recent fundraising arrangements to boost equity
From
NewGenIVF Limited
Via
GlobeNewswire
What's Going On With NewGenIvf Stock Monday?
↗
October 14, 2024
NewGenIvf shares are trading lower on Monday after the company announced it received a noncompliance notification from the Nasdaq.
Via
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12 Health Care Stocks Moving In Monday's Pre-Market Session
↗
November 18, 2024
Via
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NewGenIVF Locks In Long-Term Financing To Fuel Its Ambitions, Stock Jumps
↗
November 18, 2024
NewGenIvf Group has inked a binding term sheet with White Lion Capital for a $100M equity line (expandable to $500M), allowing for potential strategic acquisitions and addressing previous noncompliance...
Via
Benzinga
NewGenIvf Enters into a Binding Term Sheet with White Lion Capital for $100 Million Equity Line of Credit, Expandable to $500 Million
November 18, 2024
From
NewGenIVF Limited
Via
GlobeNewswire
12 Health Care Stocks Moving In Friday's Intraday Session
↗
October 25, 2024
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Bright Minds Biosciences (NASDAQ: DRUG) Soars 1800% Amid Short Squeeze Alongside PRSO, ILLR and NIVF
October 16, 2024
Via
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↗
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Benzinga
12 Health Care Stocks Moving In Tuesday's After-Market Session
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October 15, 2024
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October 15, 2024
Via
Benzinga
12 Health Care Stocks Moving In Monday's Pre-Market Session
↗
October 14, 2024
Via
Benzinga
NewGenIvf Receives Nasdaq Notification Regarding Minimum Bid Price
October 14, 2024
From
NewGenIVF Limited
Via
GlobeNewswire
Why Longboard Pharmaceuticals Shares Are Trading Higher By Around 47%; Here Are 20 Stocks Moving Premarket
↗
October 14, 2024
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Benzinga
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October 10, 2024
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October 09, 2024
Via
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12 Health Care Stocks Moving In Monday's After-Market Session
↗
September 30, 2024
Via
Benzinga
NewGenIvf Announces Filing of 2023 Annual Report with the SEC
August 21, 2024
From
NewGenIVF Limited
Via
GlobeNewswire
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
↗
July 24, 2024
It's time to dive into the biggest pre-market stock movers for Wednesday as we check out all of the hottest news to start the day with!
Via
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Why General Dynamics Shares Are Trading Lower? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
↗
July 24, 2024
Via
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Why Enphase Energy Shares Are Trading Higher; Here Are 20 Stocks Moving Premarket
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July 24, 2024
Via
Benzinga
NewGenIvf Provides Update on Potential Reverse Merger with COVIRIX
July 23, 2024
From
NewGenIVF Limited
Via
GlobeNewswire
NewGenIvf Provides Update on Status of Potential Reverse Merger with COVIRIX
June 20, 2024
From
NewGenIVF Limited
Via
GlobeNewswire
Why Core & Main Shares Are Trading Lower By 11%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
June 04, 2024
Via
Benzinga
12 Health Care Stocks Moving In Tuesday's Intraday Session
↗
June 04, 2024
Via
Benzinga
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