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about us
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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
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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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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
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Back Dated Performance Reports
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TAV Program
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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
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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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
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H World Group Limited - American Depositary Shares
(NQ:
HTHT
)
44.33
-0.04 (-0.09%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 2, 2026
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All News about H World Group Limited - American Depositary Shares
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What to Know About This Fund's $194 Million Exit From a China Logistics Stock
↗
May 31, 2026
This digital freight platform connects shippers and truckers across China, generating revenue through transactions and value-added services.
Via
The Motley Fool
What to Know About This Fund's $10.2 Million Buy of a Hotel Stock Up 28% in a Year
↗
May 22, 2026
This hospitality group runs thousands of hotels across China and abroad, using a hybrid model of ownership and franchising.
Via
The Motley Fool
Topics
Economy
Strong Gains, Full Exit — What H World's China Bet Could Mean Now
↗
May 19, 2026
H World Group operates a diverse portfolio of hotel brands serving business and leisure travelers across China and select global markets.
Via
The Motley Fool
Topics
Regulatory Compliance
H World Group Ltd-ADR (NASDAQ:HTHT) Shows Strong Technical Base and Breakout Pattern
↗
April 02, 2026
Via
Chartmill
H World Group Ltd-ADR (NASDAQ:HTHT) Presents High-Probability Technical Breakout Setup
↗
January 14, 2026
Via
Chartmill
INDUS runs a two-stock book — and just added more of the bigger one
↗
May 19, 2026
H World Group Limited runs a broad hotel portfolio in China and abroad, serving business and leisure travelers with multiple brands.
Via
The Motley Fool
Topics
Regulatory Compliance
H World Group Q1 Earnings Call Highlights
↗
May 15, 2026
H World Group (NASDAQ:HTHT) reported higher first-quarter revenue and profit, citing continued hotel network expansion, improving revenue per available room in China and stronger contributions from its...
Via
MarketBeat
Topics
Earnings
H World Group Limited Reports First Quarter of 2026 Unaudited Financial Results
May 15, 2026
From
H World Group Limited
Via
GlobeNewswire
China-Focused Serenity Capital Boosts "Uber for Trucks" Stake by $17.9 Million
↗
May 12, 2026
This China-based logistics technology firm connects shippers and truckers through a digital freight platform and value-added services.
Via
The Motley Fool
Topics
Economy
China-Focused Fund Cuts $7 Million from U.S. Toy Maker Mattel
↗
May 12, 2026
Mattel is a global toy leader with brands like Barbie and Hot Wheels, serving families worldwide through retail and digital channels.
Via
The Motley Fool
Topics
Regulatory Compliance
Does This $10 Million Bet on New Oriental Education Stock Signal a Potential Turnaround Ahead?
↗
May 05, 2026
This education firm serves students across China with test prep, tutoring, and language training through in-person and online programs.
Via
The Motley Fool
Topics
Regulatory Compliance
Why This $19 Million Sale in a Stock Up 57% Looks Like Smart Profit Taking
↗
May 05, 2026
Futu Holdings offers digital brokerage and wealth management services in Hong Kong and internationally via its online platforms.
Via
The Motley Fool
Topics
Bonds
Derivatives
Regulatory Compliance
H World Group Limited Schedules First Quarter of 2026 Earnings Release on May 15, 2026
May 05, 2026
From
H World Group Limited
Via
GlobeNewswire
Investment Manager Takes New Stake in Full Truck Alliance Stock, According to Latest SEC Filing
↗
March 23, 2026
This digital freight platform connects shippers and truckers across China, offering transaction-based logistics and value-added services.
Via
The Motley Fool
Topics
Regulatory Compliance
H World Group Limited Reports Fourth Quarter and Full Year of 2025 Unaudited Financial Results
March 18, 2026
From
H World Group Limited
Via
GlobeNewswire
H World Group Limited Schedules Fourth Quarter and Full Year of 2025 Earnings Release on March 18, 2026
March 06, 2026
From
H World Group Limited
Via
GlobeNewswire
A Whole Watchlist of “Coiled Springs” (Found With One Simple ChartMill Screen)
↗
January 15, 2026
Via
Chartmill
This China Tech Stock Just Became a Fund’s Top Holding With a $33 Million Buy
↗
January 04, 2026
A concentrated new position is rarely about chasing momentum, and the underlying fundamentals here might explain why this name is showing up at the top of the portfolio.
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
MarketBeat’s Top-Rated Dividend Stocks for 2026
↗
December 30, 2025
Via
MarketBeat
Why One Fund Made a $12.5 Million Bet on KE Holdings Despite a 12% One-Year Stock Slide
↗
December 28, 2025
A contrarian allocation into China’s largest housing platform highlights where disciplined capital is looking for durability, cash flow, and optionality in an out-of-favor market.
Via
The Motley Fool
Topics
Regulatory Compliance
Yiheng Capital Dumps 270,000 Planet Fitness Shares Worth $29.4 Million
↗
December 26, 2025
Previously 2.65% of fund AUM as of prior quarter; part of broader fund downsizing.
Via
The Motley Fool
Topics
Regulatory Compliance
Why a Fund Has a $118 Million Bet on This Chinese Stock Still 50% Below Its 2021 Highs
↗
December 19, 2025
The stock’s rebound has been real, but this buyer seems to be betting the recovery still has plenty of room to run.
Via
The Motley Fool
Topics
Regulatory Compliance
H World Group Stock Is Up 49% in a Year: Why a Conviction Buy Has Emerged
↗
December 19, 2025
After years of restructuring and a brutal post-2021 reset, this steady rebound is starting to look less like a bounce and more like a durable recovery.
Via
The Motley Fool
Topics
Economy
After a 95% Crash, This China Education Stock Has Drawn a $35 Million Bet From One Institutional Investor
↗
December 19, 2025
After one of the most brutal drawdowns in recent market history, a concentrated bet suggests this turnaround story isn’t finished yet.
Via
The Motley Fool
Topics
Regulatory Compliance
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
November 18, 2025
Via
Benzinga
Helmerich and Payne, Invivyd, Home Depot And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
November 18, 2025
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's Pre-Market Session
↗
November 18, 2025
Via
Benzinga
Why Gorilla Technology Shares Are Trading Higher By Around 14%; Here Are 20 Stocks Moving Premarket
↗
November 18, 2025
Via
Benzinga
H World Group Limited Reports Third Quarter of 2025 Unaudited Financial Results
November 17, 2025
From
H World Group Limited
Via
GlobeNewswire
Earnings Scheduled For November 17, 2025
↗
November 17, 2025
Via
Benzinga
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