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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
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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
LZ Technology Holdings Limited - Class B Ordinary Shares
LZMH
1.439
1.390
84,856
+0.05
+3.50%
PrimeEnergy Resources Corporation - Common Stock
PNRG
181.04
175.64
20,132
+5.41
+3.08%
Pelthos Therapeutics Inc. Common Stock
PTHS
26.50
25.71
4,863
+0.79
+3.07%
Presidio Property Trust, Inc. - 9.375% Series D Cumulative Redeemable Perpetual
SQFTP
14.95
14.51
1,895
+0.44
+3.06%
Armada Acquisition Corp. II - Units
XRPNU
10.85
10.53
1,394
+0.32
+3.04%
eHealth, Inc. - Common Stock
EHTH
4.245
4.120
194,531
+0.12
+3.03%
Team, Inc. Common Stock
TISI
13.94
13.53
9,797
+0.41
+3.03%
Abercrombie & Fitch Company Common Stock
ANF
130.63
126.84
1,198,164
+3.79
+2.99%
Shattuck Labs, Inc. - Common Stock
STTK
3.450
3.350
211,338
+0.10
+2.99%
The Central and Eastern Europe Fund, Inc.
CEE
18.30
17.78
38,352
+0.52
+2.92%
Earlyworks Co., Ltd. - American Depositary Shares
ELWS
4.940
4.800
12,643
+0.14
+2.92%
Inventiva S.A. - American Depository Shares
IVA
4.610
4.480
65,258
+0.13
+2.90%
Euroseas Ltd. - Common Stock
ESEA
55.98
54.41
31,155
+1.58
+2.89%
DarioHealth Corp. - Common Stock
DRIO
10.33
10.04
9,075
+0.29
+2.89%
Telesat Corporation - Class A Common Shares and Class B Variable Voting Shares
TSAT
30.02
29.18
26,357
+0.84
+2.88%
Anghami Inc. - Ordinary Shares
ANGH
2.510
2.440
5,696
+0.07
+2.87%
Standard Lithium Ltd. Common Shares
SLI
4.680
4.550
1,480,812
+0.13
+2.85%
Adagene Inc. - ADS, each representing 1.25 ordinary shares
ADAG
1.830
1.780
34,660
+0.05
+2.81%
Beasley Broadcast Group, Inc. - Class A Common Stock
BBGI
5.170
5.030
238,819
+0.14
+2.78%
Gilat Satellite Networks Ltd. - Ordinary Shares
GILT
12.94
12.59
262,803
+0.35
+2.78%
Kenon Holdings Ltd. Ordinary Shares
KEN
66.08
64.29
7,321
+1.79
+2.78%
Hamilton Beach Brands Holding Company Class A Common Stock
HBB
16.66
16.21
11,216
+0.45
+2.78%
Neuphoria Therapeutics Inc. - Common Stock
NEUP
3.822
3.720
46,330
+0.10
+2.74%
RENN Fund, Inc Common Stock
RCG
2.630
2.560
3,783
+0.07
+2.73%
Pattern Group Inc. - Series A Common Stock
PTRN
12.16
11.84
337,781
+0.32
+2.70%
Bank of the James Financial Group, Inc. - Common Stock
BOTJ
18.70
18.21
341
+0.49
+2.69%
Obsidian Energy Ltd. Common Shares
OBE
6.098
5.940
263,143
+0.16
+2.67%
Indonesia Energy Corporation Limited Ordinary Shares
INDO
3.080
3.000
203,936
+0.08
+2.67%
North American Construction Group Ltd. Common Shares (no par)
NOA
14.16
13.80
45,119
+0.36
+2.61%
Ur Energy Inc Common Shares (Canada)
URG
1.415
1.380
2,484,281
+0.04
+2.54%
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