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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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Leishen Energy Holding Co., Ltd. - Class A Ordinary Shares
(NQ:
LSE
)
5.050
UNCHANGED
Streaming Delayed Price
Updated: 1:59 PM EDT, Apr 2, 2026
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All News about Leishen Energy Holding Co., Ltd. - Class A Ordinary Shares
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Avacta announces first patient treated in Phase 1 FOCUS-01 trial of FAP-Exd (AVA6103) - a sustained-release pre|CISION® exatecan peptide drug conjugate
March 31, 2026
From
Avacta Group PLC
Via
GlobeNewswire
HOOKIPA Pharma Announces Completion of Sale of Oncology Assets to NeoTrail Therapeutics
March 26, 2026
Next-generation therapeutic cancer vaccines in development for various oncology indications sold to NeoTrail Therapeutics
From
HOOKIPA Pharma Inc.
Via
GlobeNewswire
PPHC Added to Russell 2000® and Russell 3000® Indexes
March 24, 2026
From
Public Policy Holding Company, Inc.
Via
GlobeNewswire
Public Policy Holding Company, Inc. Announces Full Year 2025 Financial Results
March 23, 2026
From
Public Policy Holding Company, Inc.
Via
GlobeNewswire
PPHC Announces Acquisition of WPI Strategy
March 23, 2026
From
Public Policy Holding Company, Inc.
Via
GlobeNewswire
HUTCHMED Initiates Phase III Trial of HMPL-760 in Patients with Relapsed/Refractory Diffuse Large B-cell Lymphoma in China
March 22, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
PPHC Expands Strategic Advisory Platform with Appointment of TrailRunner Sports President
March 18, 2026
From
Public Policy Holding Company, Inc.
Via
GlobeNewswire
Avacta Announces Preclinical and Translational Presentations of pre|CISION® Platform Candidates at the 2026 AACR Annual Conference
March 17, 2026
From
Avacta Group PLC
Via
GlobeNewswire
HUTCHMED Announces Update on Licensed Oncology Product TAZVERIK® in China
March 09, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
Intended Retirement of Independent Non-executive Director and changes of composition of board committees
March 06, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
PPHC To Report Fourth Quarter and Full Year 2025 Financial Results on March 23, 2026
March 05, 2026
From
Public Policy Holding Company, Inc.
Via
GlobeNewswire
HUTCHMED Reports 2025 Full Year Results and Business Updates
March 05, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Initiates Global Trial of PI3K/PIKK-EGFR ATTC Candidate HMPL-A580 in Patients with Solid Tumors
March 04, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
Avacta's pre|CISION Mechanism for Payload Delivery Shows Key Advantages Compared to an Antibody Drug Conjugate in Innovative AI-Driven Analysis
February 24, 2026
From
Avacta Group PLC
Via
GlobeNewswire
Leishen Energy Holding Co., Ltd. Announced Fiscal Year 2025 Financial Results Highlighting Strong Operating Cash Flow and Low Financial Leverage
February 15, 2026
From
Leishen Energy Holding Co., Ltd.
Via
GlobeNewswire
Corero Network Security to Present at the AI & Technology Virtual Investor Conference February 19th
February 13, 2026
Company invites individual and institutional investors, as well as advisors and analysts, to attend online at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Avacta appoints Francis Wilson as Chief Scientific Officer
February 09, 2026
From
Avacta Group PLC
Via
GlobeNewswire
HUTCHMED to Announce 2025 Final Results
February 06, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HOOKIPA Pharma Announces Sale of Oncology Assets to NeoTrail Therapeutics
February 03, 2026
Next-generation therapeutic cancer vaccines in development for various oncology indications sold to NeoTrail Therapeutics with an undisclosed purchase price
From
HOOKIPA Pharma Inc.
Via
GlobeNewswire
Avacta Announces Two Key Clinical Updates to its Faridoxorubicin Program
February 03, 2026
Cardiac dosing limit removed and path forward to dose selection identified
From
AVACTA GROUP PLC
Via
GlobeNewswire
Interim Results for the six months ended 31 October 2025
January 29, 2026
From
Scancell Holdings Plc
Via
GlobeNewswire
Scancell announces FDA clearance of IND application for global Phase 3 trial of iSCIB1+ in advanced melanoma
January 26, 2026
From
Scancell Holdings Plc
Via
GlobeNewswire
Leishen Energy Holding Co., Ltd. Announces Receipt of Nasdaq Notice Regarding Annual Meeting Requirement
January 23, 2026
From
Leishen Energy Holding Co., Ltd.
Via
GlobeNewswire
Avacta Announces U.S. Food and Drug Administration Clearance of the Investigational New Drug (IND) Application for the Second pre|CISION® Medicine, FAP-Exatecan (AVA6103)
January 21, 2026
From
AVACTA GROUP PLC
Via
GlobeNewswire
Avacta Announces Year-end Trading Update
January 20, 2026
From
AVACTA GROUP PLC
Via
GlobeNewswire
HUTCHMED Highlights Publication of Phase III SACHI Results in The Lancet
January 13, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces Positive Topline Results of Phase III Part of ESLIM-02 Trial of Sovleplenib for Warm Antibody Autoimmune Hemolytic Anemia in China
January 06, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Initiates Phase III Stage of the Ongoing Trial of the Combination of Surufatinib and Camrelizumab for Treatment-Naïve Pancreatic Ductal Adenocarcinoma
January 04, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces NDA Acceptance in China with Priority Review Status for Savolitinib for the treatment of Gastric Cancer Patients with MET Amplification
December 30, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces NDA Acceptance in China with Priority Review Status for Fanregratinib in Second-Line Intrahepatic Cholangiocarcinoma
December 29, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
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