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about us
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Team Biographies
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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)
TAF sm Program
Services, Fees and Compensation
Client Information
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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
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Recent news which mentions LVMUY
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Why LVMH Moët Hennessy Stock Tumbled on Tuesday
October 15, 2024
Tickers
LVMUY
Tags
LVMUY
Market News
Recent Press Releases
From
Motley Fool
Elon Musk To End Year As Richest Man In The World? Prediction Market Says Yes, Higher Chance Than Larry Ellison Or Jensen Huang
October 12, 2024
Tickers
AMZN
LVMUY
META
NVDA
Tags
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Elon Musk
Management
From
Benzinga
Why PDD Holdings, LVMH, and GDS Holdings Sank Today
October 08, 2024
Tickers
GDS
LVMUY
PDD
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LVMUY
PDD
Market News
From
Motley Fool
Musk, Bezos, Ellison, And Zuckerberg Skip Ahead Of Bernard Arnault In Billionaire Rankings After LVMH CEO's Wealth Takes A $54B Dip: What Happened?
September 24, 2024
Tickers
LVMHF
LVMUY
NEWS
Tags
Market News
Equities
LVMH
From
Benzinga
This Ridiculously Cheap Warren Buffett Stock Could Make You Richer
September 12, 2024
Tickers
BRK-A
BRK-B
LVMUY
ULTA
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BRK/B
Market News
LVMUY
From
Motley Fool
Why LVMH Moët Hennessy Stock Was Sinking Today
September 04, 2024
Tickers
LVMUY
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Recent Press Releases
LVMUY
Market News
From
Motley Fool
Beyoncé Just Partnered With This Luxury Brand, Up 1,320% All Time. Is the Stock a No-Brainer Buy?
September 03, 2024
Tickers
LVMUY
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Market News
LVMUY
Recent Press Releases
From
Motley Fool
Mark Cuban, Bill Gates, Elon Musk, Mark Zuckerberg, Michael Jordan, Rihanna: The Ages When 11 Famous Billionaires Reached The Milestone
August 27, 2024
Tickers
AMZN
BRK
LVMHF
LVMUY
Tags
Oprah Winfrey
Bloomberg Billionaires Index
Top Stories
From
Benzinga
Check Out 'Massive' 2,492-Carat Diamond Found In Botswana: Twice The Size Of $53M Gem Unearthed In 2017
August 22, 2024
Tickers
LUCRF
LVMUY
NEWS
XME
Tags
Markets
LUCRF
Top Stories
From
Benzinga
Beyoncé Partners With LVHM's Moët Hennessy To Launch Luxury Whiskey Brand In Honor Of Her Great Grandfather
August 21, 2024
Tickers
LVMHF
LVMUY
NEWS
Tags
News
Entertainment
Beyonce
From
Benzinga
3 Billionaire Stocks to Buy From the Latest Stock Market Correction
August 15, 2024
Tickers
AMZN
EL
LVMUY
Tags
LVMUY
Stocks to Buy
Market News
From
InvestorPlace
LVMH's Dior Faces Scrutiny Over Delayed UK Supply Chain Disclosures And Outdated Certifications
August 06, 2024
Tickers
CHDRY
LVMUY
NEWS
Tags
Benzinga
Dior
CHDRY
From
Benzinga
Market Momentum: Your Weekly Financial Forecast
July 30, 2024
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AMD
AON
AVTR
BMY
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contributors
BMY
LVMUY
From
Benzinga
Why Mattel Stock Was Surging This Week
July 26, 2024
Tickers
HAS
LVMHF
LVMUY
MAT
Tags
Market News
LVMUY
Recent Press Releases
From
Motley Fool
3 French Luxury Stocks You Can Snag for a Bargain
July 24, 2024
Tickers
HESAY
LVMUY
PPRUY
Tags
OTCMKTS:LVMUY,OTCMKTS:PPRUY,OTCMKTS:HESAY
LVMUY
Stocks to Buy
From
InvestorPlace
Buyout Barbie? Mattel Stock Jumps on Reports of Takeover Interest.
July 22, 2024
Tickers
HAS
LVMUY
MAT
Tags
Market News
LVMUY
HAS
From
InvestorPlace
Households Traveling Abroad Jump Nearly 30% Since 2019: What It Means For Airline, Foreign Luxury Stocks
July 11, 2024
Tickers
AAL
BKNG
DAL
HESAY
Tags
luxury retail
Travel
Benzinga
From
Benzinga
3 Luxury Retail Stocks That Are Perfect Fit for Your Portfolio
July 10, 2024
Tickers
ACCYY
HESAY
LVMUY
RL
Tags
RL
OTCMKTS:LVMUY,OTCMKTS:HESAY,NYSE:RL,OTCMKTS:ACCYY
ACCYY
From
InvestorPlace
Amazon Stock Is a Buy as Luxury Retail Play Promises Prime Profits
July 10, 2024
Tickers
AMZN
CRM
LVMUY
Tags
NASDAQ:AMZN,NYSE:CRM,OTCMKTS:LVMUY,
AMZN
Stocks to Buy
From
InvestorPlace
Why LVMH Stock Slumped by More Than 3% Today
July 08, 2024
Tickers
LVMUY
Tags
Market News
LVMUY
Recent Press Releases
From
Motley Fool
French Luxury Stocks Fall As Tax Concerns Rise After Left-Wing Election Upset: 'A Left Government Might Pose Challenges For Billionaire Owners'
July 08, 2024
Tickers
ECON
HESAF
LUX
LVMUY
Tags
Sector ETFs
Fidel Castro
Eurozone
From
Benzinga
GameStop vs. Chewy: The Surprising Winner in This Battle of Meme Stocks
July 07, 2024
Tickers
BKE
BRK-B
CHWY
GME
Tags
LVMUY
Market News
BRK/B
From
InvestorPlace
Buy Alert: 3 Consumer Stocks Going All In on Streaming Ads
July 03, 2024
Tickers
DIS
LVMUY
MAR
NFLX
Tags
NYSE:DIS,NASDAQ:NFLX,NASDAQ:MAR,NASDAQ:SBUX,OTCMKTS:LVMUY
SBUX
Hot Stocks
From
InvestorPlace
The 3 Smartest Blue-Chip Stocks to Buy With $500 Right Now
June 28, 2024
Tickers
BTI
CFRUY
CLX
LVMUY
Tags
CFRUY
MO
NYSE:BTI,NYSE:CLX,OTCMKTS:LVMUY,NYSE:MO,OTCMKTS:CFRUY
From
InvestorPlace
Michael Saylor 2012 Apple Stock Prediction Goes Viral, Here's What Bitcoin Bull Got Right: 'Whoever Is Selling That Stock Must Be A Moron'
June 24, 2024
Tickers
AAPL
BITCOMP
LVMUY
MSTR
Tags
Market News
AAPL
Benzinga
From
Benzinga
3 Retail Stocks to Buy Now: June 2024
June 23, 2024
Tickers
ACCYY
COST
JPM
LVMUY
Tags
Stocks to Buy
LVMUY
Market News
From
InvestorPlace
3 Top Stock Picks to Invest in the World’s Most Creative Companies
June 21, 2024
Tickers
AAPL
ACCYY
DECK
LVMUY
Tags
LVMUY
NTDOY
ACCYY
From
InvestorPlace
This Is Why Ryan Cohen Should Short GameStop Stock (if It Were Legal)
June 16, 2024
Tickers
BRK-B
CHWY
GME
LGGNY
Tags
NYSE:GME,NYSE:BRK/B,NYSE:CHWY,OTCMKTS:LGGNY,OTCMKTS:LVMUY
LVMUY
Market News
From
InvestorPlace
What Does Europe's 'Tilt Rightward' Really Mean And Is The FTSE Europe ETF Worth Buying Now?
June 12, 2024
Tickers
BCUCF
EZU
LVMUY
Tags
EZU
Benzinga
Eurozone
From
Benzinga
Who Owns the Most LVMH Stock Besides Bernard Arnault?
June 11, 2024
Tickers
LVMHF
LVMUY
Tags
Recent Press Releases
LVMUY
Market News
From
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