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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
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Missfresh Limited - American Depositary Shares
(NQ:
MF
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EST, Nov 16, 2023
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3 Reasons This Chinese Grocery Company's Cutting-Edge Business Model Could Be a Winner
↗
November 27, 2021
Micro fulfillment centers and other advanced features are powering growth.
Via
The Motley Fool
Dingdong Pulls Further Away From Old Opponent, But Profits Remain Far Off
↗
November 19, 2021
Key points: Dingdong’s revenue doubled in the third quarter, but its loss grew even faster by 1.4 times as it become trapped in a cycle of ‘greater losses with more...
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
↗
November 12, 2021
Good morning! We're kicking off the final day of the trading week with an overview of the biggest pre-market stock movers for Monday!
Via
InvestorPlace
18 Stocks Moving In Friday's Pre-Market Session
↗
November 12, 2021
Gainers NuZee, Inc. (NASDAQ: NUZE) rose 30.3% to $6.89 in pre-market trading after jumping around 165% on Thursday. NuZee manufacturing partner, Cuvee Coffee, reported an...
Via
Benzinga
Earnings Scheduled For November 11, 2021
↗
November 11, 2021
Companies Reporting Before The Bell • NICE (NASDAQ:NICE) is likely to report quarterly earnings at $1.58 per share on revenue of $465.75 million. • Reshape...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 19, 2021
↗
November 19, 2021
Upgrades Morgan Stanley upgraded the previous rating for EQT Corp (NYSE:
Via
Benzinga
Missfresh Limited (MF) Q3 2021 Earnings Call Transcript
↗
November 12, 2021
MF earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Missfresh Expands Live Seafood Delivery To 8 Cities In China
↗
September 16, 2021
Missfresh Ltd (NASDAQ: MF) is expanding the rollout of its instant live seafood delivery (in 30 minutes) to customers across China. Missfresh has launched the new...
Via
Benzinga
Missfresh Limited (MF) Q2 2021 Earnings Call Transcript
↗
August 27, 2021
MF earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Missfresh Reports Solid Sales On JD.com Platforms
↗
August 25, 2021
Missfresh Ltd (NASDAQ: MF) clocked a 389% increase in sales on JD.Com Inc's (NASDAQ: JD) JD.com and JD-Daojia (JDDJ) since the start of its...
Via
Benzinga
Missfresh Deploys Smart Vending Machines To Boost Contactless Shopping
↗
August 23, 2021
Grocery e-commerce platform Missfresh Ltd (NASDAQ: MF) has partnered with more than 5,000 businesses in Beijing to deploy Missfresh Convenience Go Smart...
Via
Benzinga
Missfresh Partners With Mondelez to Deliver Sugar-Free Sandwich Cookies Across China
↗
August 19, 2021
Missfresh Ltd (NASDAQ: MF) has partnered with OREO's parent company Mondelez International Inc (NASDAQ: MDLZ) to debut OREO's new range of sugar-free...
Via
Benzinga
Stocks That Hit 52-Week Lows On Monday
↗
August 16, 2021
On Monday morning, 207 companies hit new 52-week lows. Intriguing Points: The largest company in terms of market cap to set a new 52-week low was Koninklijke Philips (NYSE...
Via
Benzinga
Stocks That Hit 52-Week Lows On Thursday
↗
August 12, 2021
During Thursday's morning trading, 83 companies set new 52-week lows. Intriguing Points: KE Holdings (NYSE:BEKE) was the largest firm by market cap to set a new...
Via
Benzinga
3 Reasons to Sell Your Chinese Stocks, and 3 Reasons to Hold Them
↗
August 04, 2021
Is it time to get greedy as other investors remain fearful?
Via
The Motley Fool
48 Stocks Moving In Monday's Mid-Day Session
↗
July 26, 2021
Gainers Bit Digital, Inc. (NASDAQ: BTBT) gained 38% to $5.83 after the company announced it entered into a second strategic co-mining agreement with Digihost Technology Inc. The...
Via
Benzinga
Stocks That Hit 52-Week Lows On Monday
↗
August 09, 2021
Before 10 a.m. ET Monday, 63 stocks made new 52-week lows. Intriguing Points: The largest company by market cap to set a new 52-week low was PACCAR (NASDAQ:PCAR)....
Via
Benzinga
Missfresh Partners With Mengniu Dairy To Expand Into China's Neighborhood Retail Sector
↗
July 26, 2021
Missfresh Limited (NASDAQ: MF) announced a partnership to provide the full range of Mengniu Dairy's 70 dairy products to bring more choices to the MissFresh...
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
July 27, 2021
During Tuesday's morning session, 216 companies made new 52-week lows. Noteworthy Points: Alibaba Group Holding (NYSE:BABA) was the largest firm by market cap...
Via
Benzinga
74 Biggest Movers From Yesterday
↗
July 27, 2021
Gainers Bit Digital, Inc. (NASDAQ: BTBT) shares jumped 109.7% to close at $8.87 on Monday after the company announced it entered into a second strategic co-mining agreement with...
Via
Benzinga
Stocks That Hit 52-Week Lows On Monday
↗
July 26, 2021
Monday morning saw 115 companies set new 52-week lows. Interesting Points: Alibaba Group Holding (NYSE:BABA) was the biggest company on a market cap basis to set a...
Via
Benzinga
Grocery App Dingdong Maicai: Sky-High GMV, High Costs Amid Increasing Industry Competition
↗
July 25, 2021
This popular, on-demand e-commerce platform has built its competitive strength in just three years. Dingdong Maicai has maintained high growth over recent years, achieving the largest GMV and user base...
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For July 22, 2021
↗
July 22, 2021
Upgrades According to Stephens & Co., the prior rating for World Acceptance Corp (NASDAQ:...
Via
Benzinga
Opening Day: Wahlberg-backed Gym Owner F45 Opens Higher In Public Debut
↗
July 18, 2021
Mark Wahlberg-backed F45 Training rose as much as 11% in its trading debut but fell near the offer price after its $325M IPO on Thursday. The listing was delayed by the COVID-19 pandemic and then...
Via
Talk Markets
Topics
Initial Public Offering
Stocks That Hit 52-Week Lows On Wednesday
↗
July 14, 2021
Wednesday morning saw 57 companies set new 52-week lows. Noteworthy Points: Campbell Soup (NYSE:CPB) was the largest firm by market cap to set a new 52-week low....
Via
Benzinga
42 Stocks Moving In Tuesday's Mid-Day Session
↗
July 06, 2021
Gainers Orbsat Corp. (NASDAQ: OSAT) shares jumped 74% to $9.47. BSQUARE Corporation (NASDAQ: BSQR) shares jumped 48.2% to $5.90 after dropping around 10% on Friday. Bridgeline...
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
July 06, 2021
Tuesday morning, 51 companies reached new 52-week lows. Noteworthy Highlights: China Life Insurance Co (NYSE:LFC) was the largest company by market cap to set a new...
Via
Benzinga
Dingdong Priced Downsized IPO At $23.50/ADS; Shares Jump 10% AH
↗
June 29, 2021
Chinese e-commerce company Dingdong (Cayman) Limited (NYSE: DDL) has priced its initial public offering of 4 million American depositary shares (ADS) at $23.5...
Via
Benzinga
Topics
Initial Public Offering
SoftBank-Backed Dingdong Downsizes U.S. IPO Target Following Missfresh Debacle: Reuters
↗
June 29, 2021
SoftBank Group Corp (OTC: SFTBY) (OTC: SFTBF) Vision Fund II backed Chinese grocery app, Dingdong has downsized its U.S. initial public offering size to almost 25% of its...
Via
Benzinga
Topics
Initial Public Offering
60 Biggest Movers From Yesterday
↗
June 29, 2021
Gainers Marin Software Incorporated (NASDAQ: MRIN) surged 96.9% to close at $7.50. Marin Software, last week, announced it has added the ability to manage Instacart Ads to its...
Via
Benzinga
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