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home
about us
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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GDS Holdings Limited - American Depositary Shares
(NQ:
GDS
)
41.38
-3.17 (-7.12%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 20, 2026
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Hedge Fund Adds 1.9 Million Shares of Utility Stock, According to Latest SEC Filing
↗
March 20, 2026
Hawaiian Electric Industries delivers utility, banking, and renewable energy services across Hawaii’s regulated and non-regulated markets.
Via
The Motley Fool
Topics
Regulatory Compliance
GDS Holdings Limited Reports Fourth Quarter and Full Year 2025 Results
March 17, 2026
From
GDS Holdings Limited
Via
GlobeNewswire
GDS Announces Results of Extraordinary General Meeting and of Additional Shareholders Meetings
March 10, 2026
From
GDS Holdings Limited
Via
GlobeNewswire
Insights Ahead: GDS Holdings's Quarterly Earnings
↗
August 19, 2025
Via
Benzinga
GDS to Report Fourth Quarter and Full Year 2025 Financial Results Before the Open of the U.S. Market on March 17, 2026
March 03, 2026
From
GDS Holdings Limited
Via
GlobeNewswire
GDS Announces Adjournments of Extraordinary General Meeting and Additional Shareholders Meetings to be Reconvened on March 10, 2026
February 24, 2026
From
GDS Holdings Limited
Via
GlobeNewswire
GDS Announces Private Placement of US$300 Million convertible preferred shares to A Chinese Institutional Investor
January 30, 2026
From
GDS Holdings Limited
Via
GlobeNewswire
GDS to Hold Extraordinary General Meeting and Additional Shareholders Meetings on February 24, 2026
January 26, 2026
From
GDS Holdings Limited
Via
GlobeNewswire
GDS Announces Sale Of US$385 million DayOne Shares
January 13, 2026
From
GDS Holdings Limited
Via
GlobeNewswire
ACM Research Stock Soars 162% as One Fund's $78 Million Bet Signals Confidence in Chip Equipment Demand
↗
December 29, 2025
A big mid-rally addition reveals how one fund is leaning into the next phase of the semiconductor equipment cycle.
Via
The Motley Fool
Topics
Regulatory Compliance
GDS Says It's 'Strategically Positioned' To Capture Surging AI Demand
↗
November 19, 2025
GDS Holdings (NASDAQ: GDS) shares down after reporting Q3 2025 results. Net revenue up 10.2% Y/Y, adjusted EBITDA up 11.4% Y/Y.
Via
Benzinga
Topics
Artificial Intelligence
GDS Holdings Limited Reports Third Quarter 2025 Results
November 19, 2025
From
GDS Holdings Limited
Via
GlobeNewswire
Earnings Scheduled For November 19, 2025
↗
November 19, 2025
Via
Benzinga
Insights into GDS Holdings's Upcoming Earnings
↗
November 18, 2025
Via
Benzinga
Triata Capital Just Cashed Out of Baidu Completely. Smart Timing or a Missed Opportunity?
↗
November 13, 2025
Triata Capital Just Cashed Out of Baidu Completely. Smart Timing or a Missed Opportunity?
Via
The Motley Fool
Topics
Artificial Intelligence
GDS to Report Third Quarter 2025 Financial Results Before the Open of the U.S. Market on November 19, 2025
November 05, 2025
From
GDS Holdings Limited
Via
GlobeNewswire
Chinese Markets Face Headwinds After Strong 2025 Rally: Nasdaq Golden Dragon Index Plunges Amid New US Tariffs
October 15, 2025
For much of 2025, emerging markets, particularly China, showcased a compelling narrative of resilience and growth, with the Nasdaq Golden Dragon China Index (HXC) experiencing a significant upward...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Cloud and Data Center Infrastructure Market Surges Amid AI Boom, Driving Significant Stock Volatility
October 02, 2025
The global landscape of cloud and data center infrastructure is currently experiencing an unprecedented period of dynamism, fueled by the insatiable demands of artificial intelligence (AI), widespread...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Insider Report: Are Bulls Allowed to Ever Rest?
↗
October 01, 2025
Via
Benzinga
Alibaba, Lithium Americas And Other Big Stocks Moving Higher In Wednesday's Pre-Market Session
↗
September 24, 2025
Via
Benzinga
3 IT Stocks Set For Breakout Amid Surging Momentum
↗
September 22, 2025
Momentum surges for Ibex, 9F Inc., and GDS Holdings as they join the IT services sector's top 10% momentum percentile this week.
Via
Benzinga
New Mountain Finance, Texas Instruments, Analog Devices And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
September 15, 2025
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
September 12, 2025
Via
Benzinga
Demystifying GDS Holdings: Insights From 4 Analyst Reviews
↗
August 22, 2025
Via
Benzinga
GDS Reports Second Quarter 2025 Results
August 20, 2025
From
GDS Holdings Limited
Via
GlobeNewswire
Earnings Scheduled For August 20, 2025
↗
August 20, 2025
Via
Benzinga
DayOne announces flagship hyperscale data center project in Lahti, Finland
August 14, 2025
From
DAYONE DATA CENTERS SINGAPORE PTE. LTD.
Via
GlobeNewswire
GDS to Report Second Quarter 2025 Financial Results Before the Open of the U.S. Market on August 20, 2025
August 06, 2025
From
GDS Holdings Limited
Via
GlobeNewswire
GDS Announces Official Listing and Trading of its C-REIT on the Shanghai Stock Exchange from 8 August, 2025
August 05, 2025
From
GDS Holdings Limited
Via
GlobeNewswire
GDS Releases 2024 ESG Report
July 29, 2025
From
GDS Holdings Limited
Via
GlobeNewswire
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