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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
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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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Stocks Pause As Traders Await Jobs Data, Nvidia Falls On Antitrust Investigation, Crude Rises To $75: What's Driving Markets Thursday?
June 06, 2024
Tickers
CIEN
CXM
DIA
ECON
Tags
Commodities
midday update
Broad U/S/ Equity ETFs
From
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SJM Stock Earnings: JM Smucker Beats EPS, Misses Revenue for Q4 2024
June 06, 2024
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SJM
Tags
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SJM
Market News
From
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J.M. SmuckerPosts Upbeat Earnings, Joins Toro Company, United Natural Foods, Semtech And Other Big Stocks Moving Higher On Thursday
June 06, 2024
Tickers
CART
CIEN
HALO
HOOD
Tags
News
PHAR
ILMN
From
Benzinga
J.M. Smucker's Bottom-Line Shines In Q4 As Cost Management Pays Off: Details
June 06, 2024
Tickers
NEWS
SJM
Tags
News
General
AI Generated
From
Benzinga
US Stock Futures Tread Water As Indices Perch At Record Highs: Amid Nvidia Spike And ECB Rate-Cut Hopes, Analyst Sees More Volatility In Summer
June 06, 2024
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ABM
BIG
CHPT
CIEN
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SJM
Trading Ideas
IOT
From
Benzinga
Lululemon Athletica, Smucker And 3 Stocks To Watch Heading Into Thursday
June 06, 2024
Tickers
LULU
NEWS
NIO
SJM
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Earnings
From
Benzinga
Fear & Greed Index Moves To 'Neutral' Zone; S&P 500 Settles At Record High Ahead Of Jobs Data
June 06, 2024
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AAPL
DLTR
MSFT
NEWS
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NVDA
News
From
Benzinga
Sip on Profits: 3 Top Coffee Stocks to Perk Up Your Returns
May 28, 2024
Tickers
NSRGY
SBUX
SJM
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SBUX
SJM
NYSE:SBUX, OTCMKTS:NSRGY, NYSE:SJM
From
InvestorPlace
Breakup Bonus? 3 Large-Cap Stocks Ripe for a Spinoff
May 22, 2024
Tickers
BRK-B
DKNG
FRPT
GMVHY
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WMT
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7 Dividend Stocks to Buy at a 52-Week Low
May 20, 2024
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CSCO
CVS
III
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BUD
TD
From
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ACHR Stock Alert: Archer Aviation Preps for Expansion in India
April 19, 2024
Tickers
ACHR
FSRN
JOBY
SJM
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SMCI
FSRN
ACHR
From
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Why Is Super Micro Computer (SMCI) Stock Down 18% Today?
April 19, 2024
Tickers
FSRN
SJM
SMCI
TSLA
Tags
NASDAQ:SMCI,NYSE:SJM,OTCMKTS:FSRN,NASDAQ:TSLA
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SJM
From
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J. M. Smucker Layoffs 2024: What to Know About the Latest Smucker Job Cuts
April 19, 2024
Tickers
FSRN
LI
SJM
TSLA
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LI
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FSRN
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Food Giants Pivot To Discounts And New Sizes Amid Decreased Spending by Low-Income Americans
April 08, 2024
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Pooja Rajkumari
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These 3 Risk Off Stocks With Over 3% Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
March 22, 2024
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KO
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SJM
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Fed Rate Cut Expectations Rise After February Jobs Report: Friday's Stock Movers
March 08, 2024
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Investor Sentiment Improves Following Economic Reports; S&P 500 Settles Higher
February 28, 2024
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HPQ
M
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Dow Dips Over 100 Points; J.M. Smucker Posts Upbeat Earnings
February 27, 2024
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JANX
NERV
NEWS
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Why J.M. Smucker Company Shares Are Falling Today
February 27, 2024
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Tags
Briefs
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why it's moving
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Benzinga
Nasdaq, S&P 500 Futures Grind Higher After Pause, Bitcoin Tops $56K: Analyst Spotlights 'Big Takeaway' That Augurs Well For Market
February 27, 2024
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A
AMBA
AMT
AZO
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AMBA
From
Benzinga
Earnings Scheduled For February 27, 2024
February 27, 2024
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A
ACAD
ACHC
AEP
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CPNG
BMO
IMAX
From
Benzinga
Investor Optimism Falls Further Ahead Of Major Economic Reports
February 27, 2024
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AZO
DPZ
LOW
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Tags
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LUNR
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Macy's, Lowe's And 3 Stocks To Watch Heading Into Tuesday
February 27, 2024
Tickers
AAN
LOW
M
NEWS
Tags
LOW
Pre/Market Outlook
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Benzinga
Smucker Has 1 Big Goal for the Next 3 Years. Here's What Investors Need to Know.
January 14, 2024
Tickers
SJM
Tags
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SJM
Market News
From
Motley Fool
J.M. Smucker Is Known for Consumer Foods Such as Jellies and Ice Cream Toppings. But 71% of Its Profits Come From Different Product Categories Entirely.
January 07, 2024
Tickers
SJM
Tags
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SJM
Market News
From
Motley Fool
Around $589M Bet On Occidental Petroleum? Check Out These 4 Stocks Insiders Are Buying
December 14, 2023
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ET
LOVE
OXY
SJM
Tags
SJM
Markets
Trading Ideas
From
Benzinga
Company Rundown: Chewy, Lululemon, Smucker, and More
December 13, 2023
Tickers
CHWY
DOCU
GOOG
GOOGL
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DOCU
Market News
GOOG
From
Motley Fool
Analyst Expectations for JM Smucker's Future
December 06, 2023
Tickers
SJM
Tags
Analyst Ratings
Benzinga
SJM
From
Benzinga
Stocks Eye Rebound Following 2-Day Slump; Bitcoin, Ethereum Surge Past Trillion-Dollar Combined Market Value
December 06, 2023
Tickers
ADP
BABA
BIDU
BITCOMP
Tags
SPY
QQQ
TME
From
Benzinga
How To Earn $500 A Month From J.M. Smucker Stock After Strong Earnings
December 06, 2023
Tickers
SJM
Tags
Market News
Benzinga
Earnings
From
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