Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
Quarterly Performance Reports
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Diageo PLC
Recent news which mentions Diageo PLC
A world on weight loss drugs: How GLP-1s are reshaping the economy
August 26, 2025
Tags
Airlines
Pharmaceuticals
Health care industry
From
CNBC.com News
Why Black entrepreneurs flock to Martha's Vineyard every August
August 01, 2025
Tags
Estee Lauder Companies Inc
Diageo PLC
Cisco Systems Inc
From
CNBC.com News
European wine and spirits makers urge 0% tariffs as EU-U.S. deal leaves sector in the dark
July 28, 2025
Tags
Davide Campari Milano NV
Beverages
Food and Beverage
From
CNBC.com News
How the U.S.-EU trade deal impacts America's imports overall: Tariff simulator
July 27, 2025
Tags
Economy
US Economy
World Economy
From
CNBC.com News
Spirit makers face a sobering cocktail of challenges — from tariffs to teetotalers
June 06, 2025
Tags
Markets
Carlsberg A/S
Breaking News: Markets
From
CNBC.com News
Non-alcoholic beer to overtake ale as the second-largest beer category worldwide this year
May 29, 2025
Tags
Business News
Retail
Retail industry
From
CNBC.com News
Corporate sponsors are backing away from LGBTQ+ Pride organizations
April 27, 2025
Tickers
LGBT
LIFE
Tags
McDonald's Corp
Business
Delta Air Lines Inc
From
CNBC.com News
Corporate America shelled out millions for Trump's inauguration. Now he's upending many of their businesses
April 23, 2025
Tags
LILLY DRN
Delta Air Lines Inc
Politics
From
CNBC.com News
Sports teams adopt tactile tech for blind and low-vision fans
April 13, 2025
Tags
Diageo PLC
Volkswagen AG
T/Mobile US Inc
From
CNBC.com News
Cambodia hit with highest Trump tariff, but manufacturing 'absolutely not' coming back to U.S., trade group says
April 08, 2025
Tags
Manufacturing
World Economy
Trade
From
CNBC.com News
Tequila maker says tariffs won't affect his prices. Here's why he plans to absorb costs
April 02, 2025
Tags
Business
Retail industry
Politics
From
CNBC.com News
From fashion to alcohol, these sectors are being swept up in the U.S.-EU trade war
March 14, 2025
Tags
Politics
Breaking News: Markets
Metal Commodities
From
CNBC.com News
Spirits maker Diageo removes medium-term guidance on U.S. tariff uncertainty
February 04, 2025
Tags
Economy
Business News
Breaking News: Politics
From
CNBC.com News
As markets buckle up for Trump tariffs, these global sectors brace for a rough ride
February 03, 2025
Tags
Economy
Apple Inc
Qualcomm Inc
From
CNBC.com News
Jim Cramer will 'stay on the sidelines' for now when it comes to alcohol stocks
December 06, 2024
Tags
Investment Strategy
Mad Money
stocks
From
CNBC.com News
A Singaporean AI startup is trying to disrupt the 100-year-old market research industry
November 13, 2024
Tags
PepsiCo Inc/
Nestle SA
Asia News
From
CNBC.com News
Trump's proposed tariffs could raise prices for consumers and slow spending
November 06, 2024
Tags
Walmart Inc
Bank of America Corp
Skechers USA Inc
From
CNBC.com News
CNBC Daily Open: Opportunity in October’s choppiness for stocks
October 08, 2024
Tags
Pernod Ricard SA
Daily Open
Diageo PLC
From
CNBC.com News
CNBC Daily Open: Stocks’ choppiness in October can be an opportunity
October 08, 2024
Tags
Roblox Corp
Market Outlook
World Markets
From
CNBC.com News
Cramer points out current economic issues some companies are ignoring
August 12, 2024
Tags
Business News
Stock Picks
U/S/ Markets
From
CNBC.com News
European stocks to extend declines after Bank of England rate cut as global sentiment sours
August 02, 2024
Tags
World Economy
Diageo PLC
Pearson PLC
From
CNBC.com News
European markets head for mixed open ahead of Bank of England decision
August 01, 2024
Tags
Shell PLC
Pearson PLC
World Economy
From
CNBC.com News
European markets head for higher open ahead of euro zone inflation, Fed decision
July 31, 2024
Tags
Associated British Foods PLC
Europe Economy
Europe Markets
From
CNBC.com News
Johnnie Walker-maker Diageo plunges 10% on full-year sales decline, but Guinness a bright spot
July 30, 2024
Tags
Earnings
Food and Beverage
Markets
From
CNBC.com News
Athletic Brewing raises $50 million as non-alcoholic wave sweeps brewing
July 09, 2024
Tags
Finance
Retail industry
Constellation Brands Inc
From
CNBC.com News
Daily marijuana use surpasses alcohol consumption, new study finds. Here's what it means for the industry
May 23, 2024
Tickers
LIFE
Tags
Retail
Molson Coors Beverage Co
Business News
From
CNBC.com News
Most people on weight loss drugs are spending less on restaurants and takeout, survey says
April 20, 2024
Tags
Hershey Co
Chipotle Mexican Grill Inc
Jack in the Box Inc
From
CNBC.com News
Zoom CFO explains how the company serves remote and in-person workers
February 27, 2024
Tags
U/S/ Markets
Microsoft Corp
Investing
From
CNBC.com News
Spirits sales beat out beer and wine for second straight year, despite little growth
February 07, 2024
Tags
Coca/Cola Co
Constellation Brands Inc
Beer, Wine & Spirits
From
CNBC.com News
Diddy and Diageo part ways in settlement of racism accusations
January 16, 2024
Tags
Celebrity
Entertainment
Diageo PLC
From
CNBC.com News
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.