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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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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Rezolve AI PLC - Ordinary Shares
(NQ:
RZLV
)
2.840
-0.240 (-7.79%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 2, 2026
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RCI Hospitality, Quantum Computing, Teva Pharmaceutical, Tesla And Other Big Stocks Moving Higher On Monday
↗
December 17, 2024
Via
Benzinga
What's Going On With Rezolve AI Stock Thursday?
↗
December 12, 2024
Rezolve AI Ltd (NASDAQ:RZLV) shares are trading higher Thursday after the company announced plans to align with Department of Government Efficiency (D.O.G.E.) initiatives.
Via
Benzinga
Topics
Artificial Intelligence
Rezolve Ai Aligns with Planned Department of Government Efficiency (DOGE) Initiatives to Transform Retail with AI-Driven Solutions and Workforce Optimization
December 12, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
Why DBV Technologies Shares Are Trading Higher By Around 37%; Here Are 20 Stocks Moving Premarket
↗
December 12, 2024
Via
Benzinga
Photronics Posts Upbeat Results, Joins Stitch Fix, Patterson Companies And Other Big Stocks Moving Higher On Wednesday
↗
December 11, 2024
Via
Benzinga
Why Stitch Fix Shares Are Trading Higher By Around 21%; Here Are 20 Stocks Moving Premarket
↗
December 11, 2024
Via
Benzinga
Rezolve AI To Gain From Strong Partnerships With Microsoft, Google, And Tether Wallet: Analyst
↗
December 10, 2024
Roth MKM analyst initiates a Buy rating on Rezolve AI with a $4 target, citing strong partnerships with Microsoft, Google, and AI advancements.
Via
Benzinga
Topics
Artificial Intelligence
Recent Bitcoin Gains and SEC Chairman Nominee Anticipated to Lay Strong Foundation for Rezolve Ai’s Vision to Make Crypto Mainstream
December 10, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
This James Hardie Industries Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday
↗
December 10, 2024
Via
Benzinga
Tether and Rezolve Ai Share Vision to Make Crypto Mainstream, Eliminate Merchant Fees, and Redefine Retail Payments
December 04, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
Rezolve Ai Strengthens Position in $7.6 Billion Conversational Commerce Market (Expected to Reach $34.41 Billion by 2034) following Strategic Partnerships with Microsoft and Google
November 22, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
What's Going On With Rezolve AI Stock Today?
↗
November 20, 2024
Rezolve AI Ltd (NASDAQ:RZLV) shares are trading higher Wednesday after the company announced a partnership with Alphabet Inc (NASDAQ:GOOGL) in which Google Cloud will resell Rezolve's Brain Suite.
Via
Benzinga
Topics
Artificial Intelligence
Rezolve Ai and Google Sign Strategic Partnership to Revolutionize Retail and Consumer Commerce with Exclusive AI-Powered Solutions
November 20, 2024
Rezolve Ai and Google Join Forces to Transform Global Commerce Experiences Through Unique Generative AI and Cloud Infrastructure Solutions
From
Rezolve AI Ltd
Via
GlobeNewswire
Neurogene, Nvidia And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
November 18, 2024
Via
Benzinga
gkv informatik Selects Rezolve Ai’s Brain Suite to Drive Productivity and Innovation in the Healthcare Sector
November 18, 2024
Rezolve Ai’s Brain Suite to Revolutionize Efficiency and Knowledge Management for One of Germany’s Largest Health Insurance IT Providers
From
Rezolve AI Ltd
Via
GlobeNewswire
Rezolve Ai to Participate in 13th Annual ROTH Technology Conference November 19-20, 2024
November 13, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
Rezolve Ai Announces Initiation of Equity Analyst Coverage by D. Boral Capital
November 12, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
Sidoti Events, LLC's Virtual November Micro-Cap Conference
November 12, 2024
Via
ACCESSWIRE
Rezolve Ai to Present at Sidoti Virtual Investor Conference November 13-14, 2024
November 04, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
The Tech Driving Rezolve Ai’s Mission To Transform Retail, And What Sets It Apart From The Pack
November 01, 2024
The Tech Driving Rezolve Ai’s Mission To Transform Retail, And What Sets It Apart From The Pack
Via
News Direct
Topics
Artificial Intelligence
Microsoft and Rezolve AI Expand Partnership to Drive Retail Innovation with Enhanced AI-Powered Solutions
October 30, 2024
Via
Get News
Topics
Artificial Intelligence
Rezolve AI Leads Empathetic Conversational Commerce Revolution with Microsoft Endorsement, Applauds Sierra's $4.5 Billion Valuation as a Milestone for AI-Driven Engagement
October 29, 2024
- Rezolve AI’s proprietary brainpowa model showcases the future of commerce with empathetic AI, as Sierra’s recent fundraising underscores a shared vision for transformative, conversational AI...
From
Rezolve AI Ltd
Via
GlobeNewswire
Rezolve Ai Unveils Major Update to BRAiN Assistant, Elevating User Experience and Response Accuracy
October 23, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
AINewsBreaks – Rezolve Ai (Nasdaq: RZLV) Accelerates Global Expansion with Strategic Partnerships and AI-Powered Retail Solutions
October 17, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Rezolve Ai Gains Strong Momentum in Business Development Across Key Markets
October 16, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
AI Specialist Rezolve Ai Forges Strategic Alliance And Co-Sell Support With Microsoft To Transform The Retail Industry
October 11, 2024
AI Specialist Rezolve Ai Forges Strategic Alliance And Co-Sell Support With Microsoft To Transform The Retail Industry
Via
News Direct
Topics
Artificial Intelligence
Rezolve AI And Microsoft Power Up Retail With Advanced AI: A $30 Trillion Opportunity Unveiled
↗
October 08, 2024
Rezolve AI's partnership with Microsoft will provide advanced AI solutions for the $30 trillion retail market, aiming for a minimum of $130 million in revenue.
Via
Benzinga
Topics
Artificial Intelligence
Microsoft and Rezolve AI’s Strategic Partnership to Disrupt $30 Trillion Retail Sector with AI-Driven Solutions
October 08, 2024
From
Rezolve AI Ltd
Via
GlobeNewswire
Rezolve AI Wants To Push The Boundaries Of Online Sales And Improving Consumer Experience
October 08, 2024
Rezolve AI Wants To Push The Boundaries Of Online Sales And Improving Consumer Experience
Via
News Direct
Topics
Artificial Intelligence
Rezolve AI Shares Surge On Microsoft Partnership Announcement: What You Need To Know
↗
October 03, 2024
Rezolve AI Limited (NASDAQ: RZLV) shares are trading higher Thursdayafter the company announced a strategic partnership with Microsoft Corporation (NASDAQ: MSFT) to enhance global retail innovations...
Via
Benzinga
Topics
Artificial Intelligence
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