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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Tencent Holdings ADR
(OP:
TCEHY
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78.95
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Updated: 3:59 PM EST, Jan 8, 2026
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China's Top AI Bots From Alibaba, Tencent, Others Go Dark On Key Features During High-Stakes Gaokao Exam To Curb Cheating
↗
June 09, 2025
Approximately 13.4 million students will take the “gaokao” between June 7 and 10.
Via
Stocktwits
Topics
Artificial Intelligence
Pony.ai Begins Testing Futuristic Robotaxis In China, Mass Rollout Could Be Next
↗
June 06, 2025
Pony AI Inc (NASDAQ: PONY) announced road testing for its seventh-generation Robotaxis in China, equipped with its advanced autonomous driving system.
Via
Benzinga
Topics
Artificial Intelligence
Apple And Alibaba's AI Launch In China Delayed By US-China Trade Tensions And Regulatory Hurdles: Report
↗
June 05, 2025
Apple Inc. and Alibaba Group Holding Ltd. are facing regulatory delays in launching their artificial intelligence partnership in China, as Beijing withholds approval amid complex US-China trade...
Via
Benzinga
Topics
Artificial Intelligence
World Trade
Down Nearly 60%, Should You Buy the Dip on SoundHound AI?
↗
June 05, 2025
The developer of voice recognition tools is still growing like a weed.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Shares of Pony AI Stock Were Up More Than 100% Last Month
↗
June 04, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
China Stocks Get Boost As UBS, HSBC Cite Stimulus Hopes, Tariff Truce, Low Valuations
↗
June 02, 2025
UBS optimistic about Chinese stocks due to tariff pause, potential stimulus, and low valuations.
Via
Benzinga
Topics
World Trade
NextGen Web LLC Launches Vidco Agency Reseller License for AI Video Generation
June 01, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Alibaba And Baidu Turn To Chinese AI Chips As US Sanctions Squeeze Nvidia Supply
↗
May 30, 2025
Chinese tech companies turn to homegrown chips for AI development as US export controls and dwindling Nvidia stockpile hinder their ambitions.
Via
Benzinga
Topics
Artificial Intelligence
PRANCE Delivers Landmark Metal Interior Systems for Tencent’s New Shenzhen Towers
May 29, 2025
Via
AB Newswire
China's DeepSeek Quietly Drops R1 AI Update That Nearly Matches OpenAI o4 Mini—And Beats Elon Musk's Grok 3 Mini
↗
May 29, 2025
Chinese AI startup DeepSeek quietly released an upgraded R1 model that rivals OpenAI's o4 mini and outperforms Elon Musk's Grok 3 mini, reinforcing China's rising AI competitiveness.
Via
Benzinga
Topics
Artificial Intelligence
China Tech's Revival Starts With Alibaba: ETFs To Watch As The Dragon Wakes
↗
May 28, 2025
Alibaba's back and profitable, with soaring earnings and AI-driven cloud growth. ETFs like KWEB, PGJ, and MCHI offer diversified exposure to its rebound.
Via
Benzinga
Topics
ETFs
Buying Nvidia Stock Before May 28 Could Be Your Last Chance to Get This Magnificent Artificial Intelligence (AI) Stock on the Cheap
↗
May 27, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Tesla Autonomous Driving Rival Pony AI To Expand Robotaxi Fleet Into Dubai Following Agreement With Regulators
↗
May 27, 2025
Autonomous driving company Pony AI signed an MoU with Dubai's RTA to deploy its autonomous taxi fleet, aiming for global expansion.
Via
Benzinga
Topics
Artificial Intelligence
3 No-Brainer Artificial Intelligence (AI) Growth Stocks to Buy With $250 Right Now
↗
May 23, 2025
You can still find good values among AI stocks even after their strong price recovery in recent weeks.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Alibaba's Home Province Launches $138 Billion AI Push To Double China's Industry Output By 2027
↗
May 21, 2025
Alibaba & DeepSeek home province, Zhejiang, launched a policy to accelerate AI research, generating potential revenues of $138.6 billion by 2027.
Via
Benzinga
Topics
Artificial Intelligence
Baidu Stock Gains Above Key Level As AI Push Powers Q1 Beat
↗
May 21, 2025
Baidu stock is pushing higher after the Chinese technology giant posted Q1 results that topped expectations, helped by AI momentum.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Epic Games Wins Ground In Apple Battle As ‘Fortnite’ Reappears On iPhones In US
↗
May 21, 2025
In a post on X, Tim Sweeney, Founder and CEO of Epic Games, thanked everyone who supported the effort to open up mobile competition and free Fortnite.
Via
Stocktwits
Elon Musk Commits To Being Tesla CEO For Next 5 Years, Says Will Spend ‘A Lot Less’ On Future Political Campaigns
↗
May 20, 2025
The Tesla CEO said he wants to remain in his position to maintain “sufficient voting control” to ensure activist investors do not vote him out.
Via
Stocktwits
Topics
Earnings
Electric Vehicles
Government
WeRide Stock Climbs On Tencent Cloud Deal To Speed Global Robotaxi Push
↗
May 20, 2025
Tencent Cloud partners with WeRide to boost robotaxi operations and build smart driving solutions for international markets. WRD stock up 1.28%.
Via
Benzinga
WeRide Teams Up With Tencent Cloud To Accelerate Global Robotaxi Ambitions
↗
May 20, 2025
The company said Tencent Cloud will allow it to offer localized and compliant cloud services in countries outside of China, accelerating the commercial rollout of its robotaxi services overseas.
Via
Stocktwits
Topics
Supply Chain
Alibaba Stock Falls On Report That Apple AI Partnership Is Under Scrutiny
↗
May 19, 2025
Alibaba stock fell after a report that U.S. regulators are scrutinizing its partnership with Apple to offer AI features on iPhones in China.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Government
David Sacks Hails Trump's AI Strategy In Middle East As Power Move Over China — OpenAI CEO Sam Altman Backs Him: 'Sorry Naive People Are Giving You Grief'
↗
May 18, 2025
David Sacks and OpenAI CEO Sam Altman defended Donald Trump's AI chip deals with Gulf states, calling them a strategic win over China despite bipartisan concerns about national security risks.
Via
Benzinga
Topics
Artificial Intelligence
Government
Tencent's International Game Revenue Grows 23% Year-Over-Year In Q1
↗
May 17, 2025
Tencent recently announced its financial results for the first quarter of 2025. Tencent’s gaming business generated revenue of CNY 59.5 billion in Q1, with international market revenue increasing by...
Via
Talk Markets
Fortnite Pulled From iOS Worldwide In Renewed Apple-Epic Games Clash
↗
May 16, 2025
Apple has not yet commented on the issue, and it is unclear when ‘Fortnite’ will return for iOS users.
Via
Stocktwits
If the U.S.-China Trade Reset Holds, These 3 Stocks Could Fly
May 16, 2025
These three Chinese stocks are having strong years, but may be among the biggest beneficiaries of a trade deal between the U.S. and China
Via
MarketBeat
Topics
Artificial Intelligence
Economy
Electric Vehicles
Jensen Huang-Led Nvidia Plans New Shanghai Research Hub To Stay Competitive In China As US Export Curbs Threaten AI Chip Sales: Report
↗
May 16, 2025
Nvidia plans to open a new R&D center in Shanghai to stay competitive in China's AI market while navigating strict U.S. export controls that threaten its chip sales.
Via
Benzinga
Topics
Artificial Intelligence
Chuck Schumer Blasts Trump For Backing AI Chip Sales To Saudi Arabia, UAE: 'This Deal Could Very Well Be Dangerous'
↗
May 15, 2025
Senator Chuck Schumer warned that Trump-backed AI chip deals with Saudi Arabia and the UAE could risk U.S. tech secrets falling into China's hands, undermining national security and export...
Via
Benzinga
Topics
Artificial Intelligence
Government
Lazard Transforms Mutual Fund Into IEQ ETF Amid Rising Demand For International Stocks
↗
May 15, 2025
IEQ inherits the portfolio DNA of its mutual fund ancestor, now in the tax-efficient wrapper increasingly favored by investors.
Via
Benzinga
Topics
ETFs
Peraso Inc. (NAS: PRSO) Surging on 2M mmWave Milestone, Defense & Satellite Boost – DKS, FL, HIT, CLIK News Inside
May 15, 2025
Via
AB Newswire
Topics
Artificial Intelligence
'Marvel Rivals' Game Publisher Hulks Out After Q1 Beat
↗
May 15, 2025
Chinese video game publisher NetEase crushed Q1 earnings estimates on better-than-expected sales. NetEase stock surged on the news.
Via
Investor's Business Daily
Topics
Artificial Intelligence
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