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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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MARKET RESEARCH
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Gainers (% change)
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Company Name
Symbol
Price
Prev. Close
Volume
Change
% Change
Children's Place, Inc. (The) - Common Stock
PLCE
3.970
3.600
2,106,224
+0.37
+10.28%
Beneficient - Class A Common Stock
BENF
4.080
3.700
12,765,941
+0.38
+10.27%
Strive, Inc. - Class A Common Stock
ASST
10.63
9.640
3,878,603
+0.99
+10.27%
Commvault Systems, Inc. - Common Stock
CVLT
88.87
80.61
5,660,032
+8.26
+10.25%
Vera Therapeutics, Inc. - Class A Common Stock
VERA
45.04
40.93
2,934,596
+4.11
+10.04%
PRF Technologies Ltd. - Ordinary Shares
PRFX
2.650
2.410
110,299
+0.24
+9.96%
Sirius International Insurance Group, Ltd. - Common Share
SG
6.160
5.610
5,417,264
+0.55
+9.80%
Ribbon Communications Inc. - Common Stock
RBBN
2.470
2.250
2,813,663
+0.22
+9.78%
MOGU Inc. American Depositary Shares (each representing 25 Class A Ordinary
MOGU
2.500
2.280
9,317
+0.22
+9.65%
The Metals Royalty Company Inc. - Common Stock
TMCR
15.34
14.00
166,517
+1.34
+9.57%
JIN MEDICAL INTERNATIONAL LTD. - Class A Ordinary Shares
ZJYL
2.310
2.110
22,420
+0.20
+9.48%
Springview Holdings Ltd - Ordinary shares
SPHL
2.680
2.450
39,268
+0.23
+9.39%
StableX Technologies, Inc. - Common Stock
SBLX
2.220
2.030
138,894
+0.19
+9.36%
Merlin, Inc. - Common Stock
MRLN
10.86
9.940
1,965,416
+0.92
+9.26%
XORTX Therapeutics Inc. - Common Shares
XRTX
2.490
2.280
44,114
+0.21
+9.21%
Enovix Corporation - Common Stock
ENVX
6.090
5.580
7,862,733
+0.51
+9.14%
Cheetah Net Supply Chain Service Inc. - Class A Common Stock
CTNT
1.450
1.330
345,395
+0.12
+9.02%
PureCycle Technologies, Inc. - Common stock
PCT
5.940
5.450
3,442,329
+0.49
+8.99%
The Arena Group Holdings, Inc. Common Stock
AREN
1.950
1.790
170,227
+0.16
+8.94%
Bolt Biotherapeutics, Inc. - Common Stock
BOLT
4.910
4.510
24,839
+0.40
+8.87%
Super Micro Computer, Inc. - Common Stock
SMCI
25.26
23.22
43,565,800
+2.04
+8.79%
Oatly Group AB - American Depositary Shares
OTLY
12.31
11.32
284,770
+0.99
+8.75%
Greenpro Capital Corp. - Common Stock
GRNQ
2.870
2.640
29,909
+0.23
+8.71%
Texas Pacific Land Corporation Common Stock
TPL
409.97
377.97
1,261,114
+32.00
+8.47%
Multi Ways Holdings Limited Class A Ordinary Shares
MWG
2.199
2.030
63,490
+0.17
+8.34%
YD Bio Limited - Ordinary Shares
YDES
6.260
5.780
9,100
+0.48
+8.30%
Coherent Corp. - Common Stock
COHR
307.50
284.17
7,968,983
+23.33
+8.21%
Sigma Lithium Corporation - common shares
SGML
14.85
13.73
1,981,275
+1.12
+8.16%
Contango Silver & Gold Inc. Common Stock
CTGO
23.32
21.57
592,163
+1.75
+8.11%
AIFU Inc. - Class A Ordinary Share
AIFU
1.230
1.138
30,911
+0.09
+8.08%
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