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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
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Client Information
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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
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
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RSVP-Signup Form
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Roadzen, Inc. - Ordinary Shares
(NQ:
RDZN
)
2.290
-0.060 (-2.55%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 7, 2026
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Roadzen CEO Rohan Malhotra Awarded 'Innovative Entrepreneur of the Year’ at the Economic Times Summit
March 15, 2024
From
Roadzen Inc
Via
GlobeNewswire
Roadzen Appoints Bruce Goldberg as General Counsel
March 05, 2024
Mr. Goldberg brings over thirty years of executive experience demonstrating Roadzen's strategic commitment to strengthen its leadership team
From
Roadzen Inc
Via
GlobeNewswire
Roadzen Sets New Revenue Milestone for the Third Quarter Ended December 31, 2023
February 12, 2024
From
Roadzen Inc
Via
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12 Information Technology Stocks Moving In Friday's Pre-Market Session
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February 02, 2024
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February 02, 2024
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January 24, 2024
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January 26, 2024
Shares of Intel Corporation (NASDAQ: INTC) fell sharply during Friday’s session. Intel reported upbeat results for its fourth quarter, but issued a weak forecast for the first quarter.
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Why Wipro Shares Are Trading Higher By Over 16%? Here Are Other Stocks Moving In Friday's Mid-Day Session
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January 11, 2024
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January 11, 2024
U.S. stocks traded lower, with the Dow Jones index falling over 150 points on Thursday. Shares of Aspen Aerogels, Inc. (NYSE: ASPN) fell sharply during Thursday’s session after the company issued a...
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January 11, 2024
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Why Richardson Electronics Shares Are Trading Lower By 13%; Here Are 20 Stocks Moving Premarket
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January 11, 2024
Shares of Richardson Electronics, Ltd. (NASDAQ: RELL) fell sharply in today’s pre-market trading after the company posted weaker-than-expected results for its second quarter.
Via
Benzinga
Roadzen Appoints Jean-Noël Gallardo as Global Chief Financial Officer
January 08, 2024
From
Roadzen Inc
Via
GlobeNewswire
11 Information Technology Stocks Moving In Monday's Intraday Session
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December 25, 2023
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12 Information Technology Stocks Moving In Friday's Intraday Session
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December 15, 2023
Via
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Roadzen Joins Hands with IBM, Meta, and Other Industry Leaders as a Founding Member of the AI Alliance to Advance Open, Safe, and Responsible AI
December 05, 2023
From
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Via
GlobeNewswire
Top 5 Tech Stocks That Could Lead To Your Biggest Gains In December
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December 05, 2023
The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.
Via
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Roadzen Partners with HCLTech to deliver AI-driven auto insurance solutions for US carriers and automotive customers
December 01, 2023
From
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Via
GlobeNewswire
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
↗
November 29, 2023
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Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
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November 29, 2023
Pre-market stock movers are a good way to start the day as we dive into the biggest news worth checking out on Wednesday morning!
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Roadzen Reports Record Revenue for the Second Fiscal Quarter 2024
November 13, 2023
From
Roadzen Inc
Via
GlobeNewswire
Why Avidity Biosciences Shares Are Trading Higher By Around 9%: 20 Stocks Moving Premarket
↗
October 09, 2023
Gainers Maris-Tech Ltd. (NASDAQ: MTEK) shares rose 38% to $1.38 in pre-market trading, after gaining 6% on Friday. Maris-Tech, on Friday, disclosed the launch of Jupiter Drones, an innovative,...
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Benzinga
Costco And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
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September 27, 2023
U.S. stock futures traded higher this morning on Wednesday. Here are some big stocks recording losses in today’s pre-market trading session.
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Why TD SYNNEX Shares Are Trading Lower By Over 5%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
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September 26, 2023
Gainers Soleno Therapeutics, Inc. (NASDAQ: SLNO) shares jumped 318.5% to $18.54 after the company released top-line results from randomized withdrawal period of study C602 of DCCR for Prader-Willi...
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September 26, 2023
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Why Faraday Future Intelligent Electric Shares Are Trading Higher By Around 8%; Here Are 20 Stocks Moving Premarket
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September 22, 2023
Gainers
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