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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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
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These Analysts Cut Their Forecasts On JM Smucker After Q4 Results
June 11, 2025
Tickers
NEWS
SJM
Tags
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Earnings
Markets
From
Benzinga
This First Solar Analyst Turns Bullish; Here Are Top 3 Upgrades For Wednesday
June 11, 2025
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BSBR
FSLR
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SJM
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Small Caps Test 200-Day Average, Nasdaq 100 Eyes Record Ahead Of US-China Progress: What's Driving Markets Tuesday?
June 10, 2025
Tickers
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DIA
ECON
GME
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IWM
Equities
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From
Benzinga
Why J.M. Smucker Stock Just Crashed
June 10, 2025
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SJM
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SJM
Market News
Recent Press Releases
From
Motley Fool
Smucker's Stock Drops Amid Q4 Sales Miss, FY26 Profit Outlook Disappoints
June 10, 2025
Tickers
SJM
Tags
SJM
Benzinga
why it's moving
From
Benzinga
US Stocks Mixed; JM Smucker Shares Plunge After Q4 Results
June 10, 2025
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BIYA
CARM
EVGN
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Tags
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Mid Morning Market Update
From
Benzinga
US Stocks Likely To Open Lower: Equities Face 'High Bar' Amid Tariff-Fueled Volatility In The Second Half Of 2025, Says Analyst
June 10, 2025
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CASY
CNM
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Market News
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From
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Earnings Scheduled For June 10, 2025
June 10, 2025
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ASO
CNM
DBI
GME
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SJM
ASO
From
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S&P 500 Settles Higher Amid US-China Trade Talks: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone
June 10, 2025
Tickers
CNM
PLCE
QCOM
SJM
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UNFI
Pre/Market Outlook
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From
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JM Smucker, United Natural Foods And 3 Stocks To Watch Heading Into Tuesday
June 10, 2025
Tickers
CASY
CNM
CVGW
SJM
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UNFI
From
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5 Best Stocks To Trade For Income
June 09, 2025
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CL
DIS
F
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CL
covered calls
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JM Smucker Likely To Report Lower Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
June 09, 2025
Tickers
NEWS
SJM
Tags
Most Accurate Analysts
Benzinga
Price Target
From
Benzinga
Insights into JM Smucker's Upcoming Earnings
June 09, 2025
Tickers
SJM
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BZI/EP
Benzinga
From
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Is the Market Bullish or Bearish on JM Smucker?
June 06, 2025
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SJM
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Market News
Trading Ideas
From
Benzinga
SJM: A Consumer Staples Standout With An Attractive Yield
May 20, 2025
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SJM
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Consumer Goods
Stocks / Equities
Market News
From
TalkMarkets
Analyst Expectations For JM Smucker's Future
May 19, 2025
Tickers
SJM
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BZI/AAR
Analyst Ratings
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J.M. Smucker: A Consumer Staples Standout With An Attractive Yield
May 17, 2025
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5 Great Income Buys For The Coming Downturn
May 02, 2025
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IPAR
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FDA Targets Synthetic Food Dyes In Sweeping Nutrition Overhaul
April 23, 2025
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ADM
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Stocks That Weathered Past Recessions: Expert Shares Picks That Withstood Every Downturn
April 19, 2025
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AZO
CLX
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Jon Erlichman
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Is JM Smucker Gaining or Losing Market Support?
April 14, 2025
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Why PepsiCo Stock Withered on Wednesday
March 12, 2025
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JEF
PEP
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J M Smucker's Q3: Sales Decline, Operating Loss And More
February 27, 2025
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Benzinga
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J.M. Smucker Q3 EPS Beats, Sales Fall
February 27, 2025
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US Stocks Likely To Open Higher After Nvidia's Blowout Earnings: 'This Is Still A Bull Market,' Says Expert
February 27, 2025
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BBWI
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Earnings Scheduled For February 27, 2025
February 27, 2025
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Nvidia, Dell Technologies And 3 Stocks To Watch Heading Into Thursday
February 27, 2025
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DELL
HPQ
HRL
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News
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2 Dividend-Paying Stocks and 1 ETF With Yields Over 3.5% to Buy in 2025
January 28, 2025
Tickers
KMB
SJM
VTC
Tags
^GSPC
VTC
Recent Press Releases
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Safe Stocks Soar on DeepSeek News. Why Conagra, Smucker, and Kraft Heinz Were All Higher Today.
January 27, 2025
Tickers
CAG
KHC
NVDA
SJM
Tags
Recent Press Releases
CAG
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