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home
about us
Investment Approach
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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
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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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U Power Limited - Class A Ordinary Shares
(NQ:
UCAR
)
1.580
+0.130 (+8.97%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 22, 2026
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TOP Stock: What Is Going on With TOP Financial Group Today?
↗
May 03, 2023
TOP Financial is trending today as TOP stock again finds a wave of bullish momentum, climbing more than 50% at one point on Tuesday.
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Why Is Quhuo (QH) Stock Up 90% Today?
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May 01, 2023
Quhuo stock is exploding higher on Monday, as QH stock was up more than 200% at one point in the session. Here's what's going on.
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12 Consumer Discretionary Stocks Moving In Monday's Intraday Session
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May 01, 2023
Via
Benzinga
First Republic Bank, Top Financial And Other Big Stocks Moving Lower On Monday
↗
May 01, 2023
U.S. stocks traded lower, with the Nasdaq falling around 17 points on Monday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
↗
May 01, 2023
Via
Benzinga
What's Going On With U Power Stock?
↗
April 24, 2023
U Power Ltd (NASDAQ: UCAR) shares are trading higher Monday.
Via
Benzinga
Here's How U Power Has Performed Since Its IPO
↗
April 21, 2023
Via
Benzinga
HUDI Stock Alert: Why Is Huadi International Up 200% Today?
↗
April 28, 2023
Huadi is seeing an explosive rally unfold on Friday, with HUDI stock more than tripling at one point on record trading volume.
Via
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Why First Republic Bank Shares Are Trading Lower By 22%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
April 28, 2023
Gainers Magic Empire Global Limited (NASDAQ: MEGL) shares jumped 268% to $3.42 after dropping around 8% on Thursday.
Via
Benzinga
US Stocks Mixed; Amazon Posts Upbeat Results
↗
April 28, 2023
U.S. stocks traded mixed this morning, following the release of several earnings reports. Following the market opening Friday, the Dow traded up 0.11% to 33,863.22 while the NASDAQ fell 0.25% to...
Via
Benzinga
Why Is Top Financial (TOP) Stock Up 295% Today?
↗
April 28, 2023
Top Financial (TOP) stock is taking off on Friday for unknown reasons as the financial services company's shares continue a recent rally.
Via
InvestorPlace
Why Is U Power (UCAR) Stock Up 30% Today?
↗
April 27, 2023
U Power recently went public via an IPO. While we have seen some explosive gains in UCAR stock, we've seen some large declines as well.
Via
InvestorPlace
12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session
↗
April 27, 2023
Via
Benzinga
Dow Surges 100 Points; Meta Platforms Reports Upbeat Results
↗
April 27, 2023
U.S. stocks traded higher this morning, with the Dow Jones gaining around 100 points on Thursday. Following the market opening Thursday, the Dow traded up 0.38% to 33,429.66 while the NASDAQ rose 0.88%...
Via
Benzinga
Why NETGEAR Shares Are Trading Lower By 18%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
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April 27, 2023
Gainers Evelo Biosciences, Inc. (NASDAQ: EVLO) jumped 147.9% to $0.2479. Evelo Biosciences shares dropped 33% on Wednesday after the company announced top-line data from the fourth cohort of its...
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Benzinga
Why Meta Platforms Shares Are Trading Higher By Over 11%; Here Are 20 Stocks Moving Premarket
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April 27, 2023
Gainers
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Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
April 26, 2023
On Wednesday, 345 companies set new 52-week lows.
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
↗
April 26, 2023
Via
Benzinga
Why Chipotle Shares Are Trading Higher By 13%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
↗
April 26, 2023
Gainers Crown ElectroKinetics Corp. (NASDAQ: CRKN) shares jumped 105% to $0.1730 after the company issued a letter to shareholders.
Via
Benzinga
WestPark Capital Announces Closing of $14.5 Million IPO for U Power Limited. (NASDAQ:UCAR)
April 25, 2023
From
WestPark Capital
Via
Business Wire
Why GE HealthCare Technologies Shares Are Trading Lower By Around 9%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
April 25, 2023
Gainers
Via
Benzinga
10 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
↗
April 24, 2023
Via
Benzinga
Nasdaq Edges Higher; Procter & Gamble Posts Upbeat Earnings
↗
April 21, 2023
U.S. stocks traded mixed toward the end of trading, with the Nasdaq Composite edging higher on Friday. The Dow traded down 0.06% to 33,765.47 while the NASDAQ rose 0.02% to 12,062.18. The S&P 500, also...
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
April 25, 2023
Tuesday's session saw 286 companies set new 52-week lows.
Via
Benzinga
Why SAP Shares Are Trading Higher By Around 6%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
April 21, 2023
Gainers Mangoceuticals, Inc. (NASDAQ: MGRX) shares jumped 207% to $2.84. The company announced Thursday, that it's featured on Webull Corporate Communications Service Platform.
Via
Benzinga
What's Going On With EV Battery Company U Power's Stock After IPO?
↗
April 21, 2023
U Power Limited (NASDAQ: UCAR) stock is trading lower after the battery-swapping tech company launched its initial public offering on April 20.
Via
Benzinga
Gold Down Over 1%; US Composite PMI Rises In April
↗
April 21, 2023
U.S. stocks traded lower midway through trading, with the Dow Jones dropping around 70 points on Friday. The Dow traded down 0.20% to 33,718.74 while the NASDAQ fell 0.33% to 12,019.40. The S&P 500,...
Via
Benzinga
W. R. Berkley, Autoliv, Glacier Bancorp And Other Big Stocks Moving Lower On Friday
↗
April 21, 2023
U.S. stocks traded lower, with the Dow Jones dropping around 50 points on Friday. Here are some big stocks recording losses in today’s session. U Power Limited (NASDAQ: UCAR) shares fell 55% to $19.41...
Via
Benzinga
US Stocks Mostly Lower; Nasdaq Down 50 Points
↗
April 21, 2023
U.S. stocks traded mostly lower this morning, with the Nasdaq Composite dropping around 50 points on Friday. Following the market opening Friday, the Dow traded down 0.03% to 33,777.38 while the NASDAQ...
Via
Benzinga
Clorox Layoffs 2023: What to Know About the Latest CLX Job Cuts
↗
April 21, 2023
Clorox (CLX) layoffs are on the way as the chemical company prepares for a worsening economy with cuts to its workforce.
Via
InvestorPlace
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