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home
about us
Investment Approach
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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
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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
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Theft is hitting different retailers differently — this one suggests good customer service can be part of the solution
August 25, 2023
Tickers
DKS
FL
HIBB
JWN
Tags
DKS
HIBB
WMT
From
MarketWatch
Why Nordstrom Stock Was Plunging on Friday
August 25, 2023
Tickers
JWN
Tags
Recent Press Releases
Market News
JWN
From
Motley Fool
Mixed Signals: Nordstrom Beats Q2 Estimates But What's Behind This Analyst's Lowered Price Target?
August 25, 2023
Tickers
JWN
Tags
Briefs
Markets
Reiteration
From
Benzinga
Why Nordstrom Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Friday's Mid-Day Session
August 25, 2023
Tickers
AAP
ACAX
AFRM
ALLG
Tags
HIBB
HE
MRVL
From
Benzinga
Citigroup Maintains Neutral Rating for Nordstrom: Here's What You Need To Know
August 25, 2023
Tickers
JWN
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Powell Watch: Markets Await Fed Chief's Outlook On Rates And Inflation
August 25, 2023
Tickers
GPS
INTU
JWN
MRVL
Tags
Markets
Benzinga
GPS
From
Benzinga
Hawaiian Electric stock falls on dividend halt, lawsuit, while Marvell shares also slide, along with other moving stocks
August 25, 2023
Tickers
AFRM
DOMO
GPS
HE
Tags
HE
MRVL
WDAY
From
MarketWatch
Nordstrom (JWN) Q2 2023 Earnings Call Transcript
August 24, 2023
Tickers
JWN
Tags
Market News
Recent Press Releases
JWN
From
Motley Fool
Retailers are raising the alarm about theft. For this chain, it’s been ‘within our plans’
August 24, 2023
Tickers
DKS
DLTR
JWN
WMT
Tags
JWN
WMT
DLTR
From
MarketWatch
These 2 Stocks Are Falling Further After a Bad Day on Wall Street
August 24, 2023
Tickers
DJI
JWN
MRVL
Tags
Recent Press Releases
^GSPC
^DJI
From
Motley Fool
Nordstrom shares give up gains, after warning on slowing sales trends and a ‘cautious’ consumer
August 24, 2023
Tickers
JWN
NKE
URBN
Tags
JWN
URBN
NKE
From
MarketWatch
Nordstrom Q2 Earnings: Top and Bottomline Beat Estimates, Issues Guidance
August 24, 2023
Tickers
JWN
Tags
Benzinga
why it's moving
Earnings
From
Benzinga
Nvidia's Strong Quarter Has Tech Poised For Further Upside As Investors Prep For Powell Speech
August 24, 2023
Tickers
DLTR
GPS
HD
INTU
Tags
INTU
NVDA
LOW
From
Benzinga
Nasdaq futures jump after Nvidia results impress, while Dow futures flatline
August 24, 2023
Tickers
AFRM
AMD
COMP
DJIA
Tags
ES00
DLTR
SPX
From
MarketWatch
As concerns mount about organized retail crime, these are the products being targeted
August 23, 2023
Tickers
DKS
HD
JWN
LOW
Tags
TGT
ULTA
LOW
From
MarketWatch
Earnings Outlook For Nordstrom
August 23, 2023
Tickers
JWN
Tags
BZI/EP
Benzinga
Market News
From
Benzinga
Why Macy's Are Trading Lower By Around 11%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
August 22, 2023
Tickers
AGIL
AMC
APE
ASLE
Tags
FN
Movers
RENB
From
Benzinga
Why Nordstrom (JWN) Stock Is Falling
August 22, 2023
Tickers
JWN
Tags
Market News
why it's moving
Benzinga
From
Benzinga
Monday's Market Minute: Jackson Hole Symposium & Retail Earnings In Focus This Week
August 21, 2023
Tickers
AAP
ADI
ADSK
BIDU
Tags
FL
M
AAP
From
Benzinga
Expectations for Nvidia’s earnings are massive. Will they even matter?
August 20, 2023
Tickers
BIDU
BURL
DLTR
FL
Tags
ULTA
NVDA
PTON
From
MarketWatch
Analyst Expectations for Nordstrom's Future
August 17, 2023
Tickers
JWN
Tags
JWN
BZI/AAR
Analyst Ratings
From
Benzinga
Why Nordstrom (JWN) Shares Are Moving
July 11, 2023
Tickers
JWN
Tags
News
JWN
why it's moving
From
Benzinga
Nordstrom's 2023 Anniversary Sale May Boost Q3 Sales, Despite Q2 Impact: Analyst
July 05, 2023
Tickers
JWN
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JWN
Expert Ideas
Analyst Ratings
From
Benzinga
Analyst Ratings for Nordstrom
July 05, 2023
Tickers
JWN
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Analyst Ratings
Market News
Benzinga
From
Benzinga
3 Best Stocks to Sell Before the Next Recession
June 20, 2023
Tickers
COP
JWN
WYNN
Tags
NYSE:JWN,NASDAQ:WYNN,NYSE:COP
JWN
WYNN
From
InvestorPlace
Student-loan payments are coming back — and these are the stocks most at risk
June 20, 2023
Tickers
AAPL
AEO
AMC
BABA
Tags
JP:8058
DK:NOVO/B
PLTR
From
MarketWatch
Morgan Stanley Reevaluates Retail, Specialty Retailer Stocks: UBRN, CPRI, JWN, And More
June 13, 2023
Tickers
BBWI
CPRI
JWN
LULU
Tags
Alex Straton
Morgan Stanley
Benzinga
From
Benzinga
Big Tech is driving corporate earnings, and buoying expectations for coming months
June 04, 2023
Tickers
AAPL
AMZN
CPB
DOCU
Tags
META
RENT
GME
From
MarketWatch
This Week’s Retail Earnings Roundup
June 02, 2023
Tickers
DG
GOOG
JWN
LULU
Tags
Market Analysis
JWN
DG
From
InvestorPlace
Lululemon stock jumps on sales forecast, as China’s reopening helps results
June 01, 2023
Tickers
JWN
LULU
ULTA
URBN
Tags
JWN
ULTA
URBN
From
MarketWatch
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