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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
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Zai Lab Limited - American Depositary Shares
(NQ:
ZLAB
)
18.61
-0.49 (-2.57%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 22, 2026
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Why Shares of MacroGenics Jumped Thursday
↗
March 09, 2023
The company made a sale worth as much as $200 million for the royalty rights for its type-1 diabetes therapy.
Via
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2 Growth Stocks With Incredible Potential in the Next 5 Years
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March 06, 2023
Neither is profitable, but both could be on the verge of massive booms in revenue.
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Why Puma Biotechnology Shares Are Trading Lower By Over 15%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
March 03, 2023
Gainers ObsEva SA (NASDAQ: OBSV) surged 86.6% to $0.1978 after dropping over 12% on Thursday. ObsEva recently announced strategic reorganization to consolidate operations in Switzerland.
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Earnings Scheduled For March 1, 2023
↗
March 01, 2023
Companies Reporting Before The Bell • Globalstar (AMEX:GSAT) is expected to report quarterly loss at $0.01 per share on revenue of $38.75 million.
Via
Benzinga
Zai Lab's Earnings: A Preview
↗
February 28, 2023
Via
Benzinga
What's Going On With Zai Lab Stock
↗
January 04, 2023
Zai Lab Ltd - ADR (NASDAQ: ZLAB) shares are trading higher by 7.04% to $33.01 Wednesday morning.
Via
Benzinga
Veritone, Samsara, Lexicon Pharmaceuticals And Other Big Stocks Moving Higher On Friday
↗
March 03, 2023
U.S. stocks traded higher, with the Dow Jones gaining around 200 points on Friday. Here are some big stocks recording gains in today’s session.
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Why Cano Health Shares Are Trading Lower By Around 23%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
March 02, 2023
Gainers Exela Technologies, Inc. (NASDAQ: XELA) shares surged 45% to $0.0701 after the company announced $51 million of new funding, amendment increases existing securitization facility to $185 million...
Via
Benzinga
Zai Lab Announces Full-Year 2022 Financial Results and Recent Corporate Updates
March 01, 2023
From
Zai Lab Limited
Via
GlobeNewswire
Zai Lab Announces Participation in March Investor Conferences
February 28, 2023
From
Zai Lab Limited
Via
GlobeNewswire
Zai Lab to Present Two New Phase 3 Analyses for Niraparib in Ovarian Cancer at the 2023 ESMO Gynaecological Cancers Congress
February 22, 2023
From
Zai Lab Limited
Via
GlobeNewswire
3 More Mid-Cap Biotechs The Street Sees Doubling
February 22, 2023
According to Wall Street research groups, these three mid-cap biotechs have 2x potential. It’s for the investor to decide if the upside justifies the risk.
Via
MarketBeat
Zai Lab Announces NDA Acceptance of Sulbactam-Durlobactam (SUL-DUR) for Infections Caused by Acinetobacter baumannii in China by the NMPA
February 22, 2023
From
Zai Lab Limited
Via
GlobeNewswire
Mixed Signals On Valentine's Day: How Stocks Are Reacting To January Inflation Data
↗
February 14, 2023
Inflation cooled slightly in January, but saw increases in some areas due to the impact of surging food, energy and shelter prices on consumers, the U.S Labor Department said Tuesday.
Via
Benzinga
Zai Lab to Announce Full-Year Financial Results and Corporate Updates on March 1, 2023
February 09, 2023
Company to Host Conference Call and Webcast on March 2, 2023, at 8:00 a.m. ET
From
Zai Lab Limited
Via
GlobeNewswire
Zai Lab Announces Participation in February Investor Conferences
January 31, 2023
From
Zai Lab Limited
Via
GlobeNewswire
Zai Lab Announces NDA for Sulbactam-Durlobactam (SUL-DUR) Granted Priority Review by China’s NMPA
January 30, 2023
From
Zai Lab Limited
Via
GlobeNewswire
Zai Lab Announces Inclusion of QINLOCK® (ripretinib) and NUZYRA® (omadacycline) in China’s National Reimbursement Drug List
January 18, 2023
From
Zai Lab Limited
Via
GlobeNewswire
Zai Lab Appoints Michel Vounatsos To Its Board of Directors
January 09, 2023
From
Zai Lab Limited
Via
GlobeNewswire
Stock Market Mostly Higher Amid Jobs Report; Tesla Price Cuts, GE Spinoff In Focus: Weekly Review
↗
January 06, 2023
The major indexes rallied Friday on the jobs report and services data.
Via
Investor's Business Daily
Why Shares of Zai Lab Soared This Week
↗
January 05, 2023
A strong phase-3 clinical trial boosted investors' hopes for the Chinese biotech company.
Via
The Motley Fool
Why ABVC BioPharma Shares Are Trading Higher By 129%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
January 05, 2023
Gainers Bellerophon Therapeutics, Inc. (NASDAQ: BLPH) shares surged 179.3% to $2.4585 after the company announced that it has entered into a license agreement for the development and commercialization...
Via
Benzinga
12 Health Care Stocks Moving In Thursday's Intraday Session
↗
January 05, 2023
Via
Benzinga
Novocure Stock Surges As Tumor Treating Fields Shows Overall Survival In Lung Cancer Patients
↗
January 05, 2023
Via
Benzinga
This Good News on Cancer Sent 2 Nasdaq Stocks Soaring
↗
January 05, 2023
Biotech investors are optimistic about the prospects for a potential treatment.
Via
The Motley Fool
US Stocks Open Lower; Dow Tumbles 300 Points
↗
January 05, 2023
U.S. stocks traded lower this morning, with the Dow Jones dropping more than 300 points on Thursday.
Via
Benzinga
12 Health Care Stocks Moving In Thursday's Pre-Market Session
↗
January 05, 2023
Via
Benzinga
Zai Lab and Novocure Announce Pivotal LUNAR Study in Non-Small Cell Lung Cancer Met Primary Overall Survival Endpoint
January 05, 2023
From
Zai Lab Limited
Via
GlobeNewswire
Zai Lab Announces the Appointment of Dr. Rafael G. Amado as President, Head of Global Oncology Research and Development
January 03, 2023
From
Zai Lab Limited
Via
GlobeNewswire
Zai Lab Announces Participation in January Investor Conferences
December 20, 2022
From
Zai Lab Limited
Via
GlobeNewswire
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