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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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FIP
Event Schedule
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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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XIAO-I Corporation - American Depositary Shares
(NQ:
AIXI
)
1.070
-0.060 (-5.31%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
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AMC Entertainment, Nikola, Cleveland-Cliffs And Other Big Stocks Moving Lower In Monday's Pre-Market Session
August 14, 2023
U.S. stock futures traded higher this morning on Monday. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Why Maxeon Solar Technologies Are Trading Lower By Around 32%? Here Are Other Stocks Moving In Friday's Mid-Day Session
August 11, 2023
Gainers Amyris, Inc. (NASDAQ: AMRS) shares jumped 179.1% to $0.1839. Amyris shares dipped over 80% on Thursday after the company announced it filed for Chapter 11 bankruptcy.
Via
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August 11, 2023
Via
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12 Information Technology Stocks Moving In Friday's Pre-Market Session
August 11, 2023
Via
Benzinga
Xiao-I Elevates Global Presence with Debut Showcase of AI Innovations at Ai4 2023 Exhibition in Las Vegas
August 09, 2023
Via
ACCESSWIRE
12 Information Technology Stocks Moving In Wednesday's Intraday Session
August 02, 2023
Via
Benzinga
Xiao-I Unveils Powerful LLM and AI Ethics Principles to Drive Responsible AI Innovation in China
August 02, 2023
Via
ACCESSWIRE
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
August 02, 2023
Via
Benzinga
Why Apellis Pharmaceuticals Shares Are Trading Lower By Around 19%? Here Are Other Stocks Moving In Monday's Session
July 31, 2023
Gainers Yellow Corporation (NASDAQ: YELL) shares jumped 106% to $1.46. The trucking company ceased operations on Sunday, according to a Wall Street Journal report.
Via
Benzinga
12 Information Technology Stocks Moving In Monday's Intraday Session
July 31, 2023
Via
Benzinga
Symbotic, New Relic, AMC Entertainment And Other Big Stocks Moving Higher On Monday
July 31, 2023
U.S. stocks traded mixed, with the Dow Jones falling around 10 points on Monday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
12 Information Technology Stocks Moving In Monday's Pre-Market Session
July 31, 2023
Via
Benzinga
Xiao-I's Large Language Model Receives New Patent That Is Key to Driving Digital Transformation in Contact Centers
July 25, 2023
Via
ACCESSWIRE
12 Information Technology Stocks Moving In Friday's Intraday Session
July 21, 2023
Via
Benzinga
Xiao-I Hua Zang Large Language Model, Positioned to Be China's Own ChatGPT
July 19, 2023
Via
ACCESSWIRE
Xiao-I’s Large Language Model Hua Zang, Empowers Multiple Business Scenarios as China’s Own ChatGPT
July 07, 2023
Via
ACCESSWIRE
Nike And Other Big Stocks Moving Lower In Friday's Pre-Market Session
June 30, 2023
U.S. stock futures traded higher this morning. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Xiao-I Releases Cutting-Edge Large Language Model "Hua Zang" to Create China's Own ChatGPT
June 29, 2023
Via
ACCESSWIRE
Why Franklin Covey Shares Are Trading Higher By 25%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
June 29, 2023
Gainers Sigilon Therapeutics, Inc. (NASDAQ: SGTX) shares climbed 523.8% to $24.25 after Eli Lilly agreed to acquire the company for $14.92/share in cash.
Via
Benzinga
11 Information Technology Stocks Moving In Thursday's Intraday Session
June 29, 2023
Via
Benzinga
BioXcel Therapeutics, Alvotech And Other Big Stocks Moving Lower On Thursday
June 29, 2023
U.S. stocks traded higher, with the Dow Jones gaining around 200 points on Thursday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
Xiao-I Attends the 16th World Chinese Entrepreneur Conference: Technology Empowers China to Drive the World Development
June 28, 2023
Via
ACCESSWIRE
Xiao-I Attends the 16th World Chinese Entrepreneur Conference: Technology Empowers China To Drive The World Development
June 27, 2023
Via
ACCESSWIRE
Xiao-I to Launch Revolutionary Generative AI Model at a Press Conference on Thursday, 29th June
June 26, 2023
Via
ACCESSWIRE
Xiao-I Launches U.S. Subsidiary as Part of Going Global Strategy
June 15, 2023
From
Xiao-I Corporation
Via
GlobeNewswire
Xiao-I Announces Its New Intelligent Document Processing Product to Accelerate Enterprise Digital Transformation and Empower Business Scenarios
June 14, 2023
Via
ACCESSWIRE
Xiao-I Announces Its New Intelligent Document Processing Product to Accelerate Enterprise Digital Transformation and Empower Business Scenarios
June 14, 2023
Xiao-I Announces Its New Intelligent Document Processing Product to Accelerate Enterprise Digital Transformation and Empower Business Scenarios
Via
News Direct
Topics
Artificial Intelligence
Xiao-I Announces Plans for a Joint-Lab and Technical Cooperation with Hebei Academy of Sciences, Marking Its Leadership Position In Cognitive Intelligence Industry
June 01, 2023
Xiao-I Announces Plans for a Joint-Lab and Technical Cooperation with Hebei Academy of Sciences, Marking Its Leadership Position In Cognitive Intelligence Industry
Via
News Direct
Topics
Artificial Intelligence
Xiao-I Announces Preperation to Build Chinese Version of ChatGPT
May 22, 2023
Via
ACCESSWIRE
Xiao-I Launches Revolutionary Intelligent Document Processing Solution, Catalyzing the Future of Enterprise Document Management
May 18, 2023
From
Xiao-I Corporation
Via
GlobeNewswire
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