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home
about us
Investment Approach
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Firm ADV PDFs
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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)
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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
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
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Additional Information
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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
Tax-Free Income Seminar
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Updated: 8:00 PM EST, Jan 2, 2026
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Alibaba Expands Qwen AI Suite In Broader AI Push, But Retail Sentiment Stays Tepid
↗
June 27, 2025
Alibaba’s new Qwen VLo AI model enables real-time text-to-image editing as the company ramps up efforts to rival global AI leaders and deepen its push into generative technology.
Via
Stocktwits
Topics
Artificial Intelligence
Alibaba Reportedly Launches Qwen3 AI Models Optimized For Apple's MLX Architecture: Retail Sees No Reason To Cheer
↗
June 16, 2025
Alibaba has unveiled Qwen3 AI models optimized for Apple’s MLX, enabling advanced AI features across iPhones, iPads, and Macs.
Via
Stocktwits
Topics
Artificial Intelligence
Li Auto Q2 Guidance Disappoints Wall Street Despite Upbeat Q1 Earnings: Retail Eyes Stock Below $26
↗
May 29, 2025
Total revenue in the second quarter is expected to be between RMB32.5 billion and RMB33.8 billion, below an analyst estimate of RMB34.40 billion.
Via
Stocktwits
Topics
Product Recall
NetEase Stock Rises On Strong Q1 Earnings, Retail Turns Bullish
↗
May 15, 2025
The company’s revenue rose 7%, with games and related services sales gaining 12%.
Via
Stocktwits
Topics
World Trade
Alibaba Stock Drops Pre-Market After Quarterly Revenue Misses Estimates
↗
May 15, 2025
The Chinese e-commerce giant reported quarterly revenue of $32.81 billion, marking an increase of 7% year-on-year but below an analyst estimate of $33.3 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Alibaba Affiliate Ant Group Enters Brokerage Business By Acquiring 55% Stake In Bright Smart Securities For $362M
↗
April 28, 2025
Ant Group's Wealthiness and Prosperity Holding will purchase 857.98 million shares of Bright Smart Securities, representing approximately 50.55% of the total issued shares, for HK$3.28 per share.
Via
Stocktwits
Topics
Initial Public Offering
TSMC’s $100B Pledge Reportedly Fails to Convince Investors, Analysts – Retail Remains Bearish As Stock Dips Pre-Market
↗
April 02, 2025
According to a report by the Financial Times, some industry insiders speculate that the U.S. government may eventually pressure TSMC to support struggling domestic manufacturers like Intel.
Via
Stocktwits
Topics
Economy
Government
Taiwan Semiconductor Gains Government Support, Faces Trump's Tariff Threats, Cheaper Chinese Rivals
↗
January 29, 2025
Taiwan promises to support chip industry amid US tariff threats. Taiwan's trade surplus with US surged 83% in 2024, with exports reaching $111.4B.
Via
Benzinga
Topics
Government
World Trade
TSM Stock Rises After-Market On Profit Beat, Positive Outlook: Retail Sentiment Surges To Year-High
↗
January 16, 2025
TSMC’s 3nm and 5nm chips drove strong fourth-quarter growth, with retail investors on Stocktwits anticipating further gains ahead, which may trigger a broader rally for the semiconductor sector.
Via
Stocktwits
Retail Investors Back TSM’s 30% Revenue Growth Ambitions – Some Expect Bigger Gains
↗
January 15, 2025
Despite TSMC’s market value more than doubling over the past year to around $1.1 trillion, concerns remain among some investors about the sustainability of AI-driven growth.
Via
Stocktwits
Jack Ma Highlights AI's Future Impact Amid Biden Government's Sanction Speculations on China
↗
January 10, 2025
Jack Ma believes AI will reshape the world in next 10 or 20 years, as he focuses on education and agriculture. Alibaba stock up 13% in last 12 months.
Via
Benzinga
Topics
Artificial Intelligence
Alibaba's Monetization Strategy Gains Momentum, But GMV Growth Lags: Analyst
↗
November 18, 2024
Analyst maintains Buy rating on Alibaba with $118 price target. Recent earnings report showed mixed results, but potential for improved monetization.
Via
Benzinga
Alibaba And Baidu Bet Big On Autonomous Driving, Back $700M Horizon Robotics IPO
↗
October 16, 2024
Alibaba and Baidu invest in Chinese smart driving tech company's IPO to raise $700 million on Hong Kong Stock Exchange. Top banks advising, 30% shares bought before IPO.Alibaba & Baidu invest in...
Via
Benzinga
Topics
Initial Public Offering
What's Going On With Alibaba Stock On Monday?
↗
September 30, 2024
China's stimulus plans and positive predictions for Alibaba's growth boost stock by 20%, with potential exposure through AVEM and AIQ.
Via
Benzinga
Alibaba's E-Commerce Platforms Now Accept WeChat Payments, Aiming for Market Expansion in China
↗
September 05, 2024
Alibaba Group's e-commerce platforms now accept WeChat payment, aiming to boost China market share amid tough competition. BABA stock down 13% in 1 year.
Via
Benzinga
Alibaba's Stock Connect Addition May Unlock $3.2B, Boost Global Markets: Report
↗
August 28, 2024
Alibaba's addition to Stock Connect could unlock $3.2B in cash, benefiting Japan and U.S. equities. BABA stock traded lower by 0.10% at $81.37.
Via
Benzinga
Alibaba Stock Soars As New Service Fees Boost Revenue
↗
July 29, 2024
Alibaba to increase service fees for merchants on Tmall and Taobao platforms, boosting core revenue. Shift to percentage-based model aligns with other e-commerce platforms. Stock surges 5.8% in Hong...
Via
Benzinga
What's Going On With Chinese AI Stocks Alibaba, Baidu On Tuesday?
↗
July 09, 2024
Chinese AI stocks Alibaba, Baidu, and others are in a price war as they lower prices to compete with domestic startups. Baichuan AI showcases advanced model but faces tough market.
Via
Benzinga
Topics
Artificial Intelligence
Alibaba To Close Data Centers in Australia And India, Divert Investments To Southeast Asia And Mexico
↗
June 28, 2024
Alibaba's cloud computing unit will close data centers in Australia and India to focus on investments in Southeast Asia and Mexico, per SCMP.
Via
Benzinga
Alibaba Cloud Introduces AI Programmer to Speed Up App Development
↗
June 24, 2024
Alibaba Cloud introduces AI programmer powered by self-developed LLM, promising to shorten development time to mere minutes, sparking mixed reactions.
Via
Benzinga
Topics
Artificial Intelligence
What's Going On With Alibaba Stock Thursday?
↗
June 20, 2024
Alibaba stock lost over 15% in the last 12 months as it battled intense domestic competition and a weak domestic economy.
Via
Benzinga
Alibaba's Fintech Affiliate Ant Group Boosts Global AI Efforts with Multi-Billion Dollar Investment
↗
June 13, 2024
Ant Group's 2023 research spending of $2.9B for AI development. Models powering Alipay's assistants and expanding globally. BABA stock faces challenges.
Via
Benzinga
Topics
Artificial Intelligence
Alibaba Claims Its New AI Model Beats Meta's Llama 3, Promising Major Advancements
↗
June 10, 2024
Alibaba updates AI models, claims they surpass Meta's Llama 3. Also expands cloud computing and implements AI tools on B2B platform.
Via
Benzinga
Topics
Artificial Intelligence
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