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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
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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
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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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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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Zhibao Technology Inc. - Class A Ordinary Shares
(NQ:
ZBAO
)
1.000
+0.010 (+1.01%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 30, 2025
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All News about Zhibao Technology Inc. - Class A Ordinary Shares
< Previous
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Zhibao Technology Announces Fiscal Year 2025 Earnings Call and Issues 60-80% Revenue Growth Guidance
October 23, 2025
Shanghai, China--(Newsfile Corp. - October 23, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," "our," or the "Company"), a...
Via
Newsfile
Topics
Earnings
Zhibao Technology Inc. Celebrates 10th Anniversary, Marking a Decade of InsurTech Innovation
September 18, 2025
Shanghai, China--(Newsfile Corp. - September 18, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
Topics
Artificial Intelligence
Zhibao Technology's Subsidiary, Zhibao Health, Launches the "Ren Ren Kang Yue" Product in Collaboration with the People's Insurance Company of China
September 17, 2025
Shanghai, China--(Newsfile Corp. - September 17, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces the Establishment of a Joint Venture Company with China Disaster Prevention Association to Pioneer "Insurance + Tech + Service" Model for Risk Mitigation
August 12, 2025
Shanghai, China--(Newsfile Corp. - August 12, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces Participation in the Skyline Signature Series Webinar
July 15, 2025
Shanghai, China--(Newsfile Corp. - July 15, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Accelerates National Expansion with Strategic Acquisition of Insurance Broker Zhonglian Jinan
July 02, 2025
Shanghai, China--(Newsfile Corp. - July 2, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Get insights into the top gainers and losers of Friday's after-hours session.
June 13, 2025
The regular session of the US market on Friday is now over, but let's get a preview of the after-hours session and explore the top gainers and losers driving the post-market movements.
Via
Chartmill
Zhibao Technology's Subsidiary, Sunshine Insurance Brokers, Expands into Low-Altitude Economy Insurance Market Through Strategic Cooperation with F+More
May 27, 2025
Shanghai, China--(Newsfile Corp. - May 27, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Topics
Economy
Zhibao Technology Inc. Announces Revised Financial Results for the Six Months Ended December 31, 2024
May 02, 2025
Shanghai, China--(Newsfile Corp. - May 2, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
These stocks are moving in today's pre-market session
April 28, 2025
Wondering what's happening in Monday's pre-market session? Find an overview in this article.
Via
Chartmill
12 Financials Stocks Moving In Tuesday's After-Market Session
April 22, 2025
Via
Benzinga
Zhibao Technology Announces the Establishment of Zhibao Labuan Reinsurance Company Limited
April 22, 2025
Shanghai, China--(Newsfile Corp. - April 22, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
The market is filled with gapping stocks in Tuesday's session.
April 15, 2025
There are notable gap-ups and gap-downs in today's session. Let's take a look at which stocks are gapping on Tuesday.
Via
Chartmill
Zhibao Technology Inc. Announces Unaudited Financial Results for the Six Months Ended December 31, 2024
April 15, 2025
Shanghai, China--(Newsfile Corp. - April 15, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Earnings Scheduled For April 15, 2025
April 15, 2025
Via
Benzinga
Zhibao Technology Announces 1H2025 Earnings Conference Call and Other Upcoming Investor Events
April 09, 2025
Shanghai, China--(Newsfile Corp. - April 9, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
On Wednesday, there are stocks with unusual volume. Let's take a look.
April 09, 2025
Discover the stocks with unexpected trading volume in today's session on the US markets.
Via
Chartmill
Zhibao Technology Launches ZBOT, an AI Agent to Enhance Sales Efficiency
April 04, 2025
Shanghai, China--(Newsfile Corp. - April 4, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Topics
Artificial Intelligence
Zhibao Technology's Subsidiary, Sunshine Insurance Brokers Announces Expansion in the Natural Gas Insurance Market in Conjunction with YipinSmart, a Subsidiary of China Gas
March 14, 2025
Shanghai, China--(Newsfile Corp. - March 14, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Topics
Energy
Zhibao Technology's Subsidiary, Sunshine Insurance Brokers, Wins Contract to Provide "Huiminbao" Inclusive Medical Insurance in China's Yunnan Province
February 19, 2025
Shanghai, China--(Newsfile Corp. - February 19, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces Participation in Key Investor Focused Events Q1 2025
January 21, 2025
Shanghai, China--(Newsfile Corp. - January 21, 2025) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Announces Strategic Expansion in the Pet Insurance Market Through Its "Chong Bao Bao" Platform
December 19, 2024
Shanghai, China--(Newsfile Corp. - December 19, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Zhibao Technology Co-Hosts the First Longevity Risk Conference in Shanghai
December 10, 2024
Shanghai, China--(Newsfile Corp. - December 10, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
Topics
Retirement
US Stocks On Edge As Investors Await November Inflation Data: Super Micro, Palantir Among Stocks In Focus
December 09, 2024
US indices slightly down in premarket trading on Mon amid mixed global trade. Key economic indicators & inflation data in focus this week. Tech stocks surged, while energy & healthcare lagged. Strong...
Via
Benzinga
Topics
Economy
Why Interpublic Shares Are Trading Higher By Around 14%; Here Are 20 Stocks Moving Premarket
December 09, 2024
Via
Benzinga
Why DocuSign Shares Are Trading Higher By Around 14%; Here Are 20 Stocks Moving Premarket
December 06, 2024
Via
Benzinga
Zhibao Technology Launches New Partnership with PICC & Munich Re to Develop New Medical Insurance Products in China
December 05, 2024
Shanghai, China--(Newsfile Corp. - December 5, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
CORRECTING and REPLACING: Zhibao Technology Inc Announces Financial Results for the Fiscal Year Ended June 30, 2024
November 01, 2024
Net Income for the fiscal year ended June 30, 2024, should be changed to RMB 13.3 million. In addition, basic...
Via
Newsfile
Zhibao Technology Inc Announces Financial Results for the Fiscal Year Ended June 30, 2024
October 31, 2024
Shanghai, China--(Newsfile Corp. - October 31, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao" or the "Company"), a leading and...
Via
Newsfile
Zhibao Technology Hosts the First Annual "Insurance Brokerage High Quality Development Summit"
October 10, 2024
Shanghai, China--(Newsfile Corp. - October 10, 2024) - Zhibao Technology Inc. (NASDAQ: ZBAO) ("Zhibao," "we," or the "Company"), a leading...
Via
Newsfile
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