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home
about us
Investment Approach
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Team Biographies
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Company Rundown: Chewy, Lululemon, Smucker, and More
December 13, 2023
Tickers
CHWY
DOCU
GOOG
GOOGL
Tags
SJM
CHWY
Recent Press Releases
From
Motley Fool
Analyst Expectations for JM Smucker's Future
December 06, 2023
Tickers
SJM
Tags
Benzinga
Market News
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
PDD
Economics
labor market
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
dividend yield
From
Benzinga
Goldman Sachs Maintains Sell Rating On J.M. Smucker: Analyst Highlights Challenges Despite EPS Beat
December 05, 2023
Tickers
SJM
Tags
Equities
Expert Ideas
Trading Ideas
From
Benzinga
Magnificent Seven See Profit Taking, Moody's Downgrades China Credit Outlook
December 05, 2023
Tickers
AAPL
AMZN
GOOG
META
Tags
AAPL
QQQ
GOOG
From
Benzinga
US Stocks Down; JM Smucker Posts Upbeat Earnings
December 05, 2023
Tickers
ALLR
DBI
IBIO
REPL
Tags
IBIO
Global
WNW
From
Benzinga
J.M. Smucker's Earnings Twist: Sales Dip But Profits Soar - What's Cooking?
December 05, 2023
Tickers
SJM
Tags
Market News
Benzinga
Guidance
From
Benzinga
Stock Futures Slide, Crypto Hype Pauses: Moody's Bearish China Outlook Sparks Risk Off
December 05, 2023
Tickers
ALK
BABA
BIDU
COIN
Tags
QQQ
GTLB
Broad U/S/ Equity ETFs
From
Benzinga
Earnings Scheduled For December 5, 2023
December 05, 2023
Tickers
ASAN
AVAV
AZO
BOX
Tags
S
AVAV
GIII
From
Benzinga
S&P 500 futures slip as raft of jobs reports looms
December 05, 2023
Tickers
ASAN
AZO
BOX
COMP
Tags
TOL
HK:HSI
BOX
From
MarketWatch
JM Smucker, AutoZone And 3 Stocks To Watch Heading Into Tuesday
December 05, 2023
Tickers
AZO
GTLB
MSI
SJM
Tags
Stocks To Watch
GTLB
Pre/Market Outlook
From
Benzinga
Investor Sentiment Improves Further; Fear & Greed Index Remains In 'Greed' Zone
December 05, 2023
Tickers
ALK
AZO
HA
SJM
Tags
Trading Ideas
CNN Business Fear & Greed Index
Earnings
From
Benzinga
Preview: JM Smucker's Earnings
December 04, 2023
Tickers
SJM
Tags
Earnings
Market News
Benzinga
From
Benzinga
Smucker Gears Up For Q2 Print; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
December 01, 2023
Tickers
SJM
Tags
Most Accurate Analysts
Markets
Price Target
From
Benzinga
Analyst Expectations for JM Smucker's Future
November 14, 2023
Tickers
SJM
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Analyst Ratings
SJM
Market News
From
Benzinga
Kraft Heinz and J.M. Smucker upgraded as analysts say Ozempic fears are overdone
November 14, 2023
Tickers
CPB
KHC
MDLZ
NVO
Tags
CPB
MDLZ
KHC
From
MarketWatch
Monday.Com To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Tuesday
November 14, 2023
Tickers
ANF
AZPN
BNTX
CARA
Tags
SKIN
Trading Ideas
CARA
From
Benzinga
3 Low-Beta Stocks That Promise Steady Upside Potential
October 31, 2023
Tickers
NEE
O
SJM
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SJM
Market News
NEE
From
InvestorPlace
Top 4 Defensive Stocks Which Could Rescue Your Portfolio This Month
October 17, 2023
Tickers
HSY
JVA
RSI
SJM
Tags
Trading Ideas
Long Ideas
WTER
From
Benzinga
Food and Beverage Stocks Look Appetizing After Ozempic Selloff
October 16, 2023
Tickers
FTXG
HSY
IYK
K
Tags
KO
K
MDLZ
From
InvestorPlace
What exactly are patients taking new weight-loss drugs eating and what are they avoiding? Bernstein asked them.
October 13, 2023
Tickers
CPB
GIS
HSY
K
Tags
SMPL
SPX
MKC
From
MarketWatch
Adobe, J.M. Smucker And More On CNBC's 'Final Trades'
October 12, 2023
Tickers
ADBE
SJM
XLP
Tags
XLP
Stephanie Link
ADBE
From
Benzinga
J.M. Smucker taps corporate bond market to fund cash portion of Hostess Brands deal
October 11, 2023
Tickers
SJM
SPX
TWNK
Tags
SPX
SJM
TWNK
From
MarketWatch
Snacks In The Ozempic Era: Food, Beverage Stocks Crash With Weight Loss Drugs On The Rise
October 06, 2023
Tickers
BRBR
CAG
CPB
FOOD
Tags
FTXG
PEP
Novo Nordisk
From
Benzinga
Big Pharma's Weight Loss Drugs Vs. Snacking Industry: Who Will Prevail?
October 02, 2023
Tickers
CVS
HSY
MDLZ
NVO
Tags
HSY
PEP
General
From
Benzinga
Stocks That Hit 52-Week Lows On Monday
October 02, 2023
Tickers
PPIH
PRFT
PRME
PRZO
Tags
TPIC
TDOC
TU
From
Benzinga
Ticking Time Bombs: 3 Value Stocks to Dump Before the Damage Is Done
September 29, 2023
Tickers
HSY
SJM
TGT
TWNK
Tags
Market News
Stocks to Sell
HSY
From
InvestorPlace
Stocks That Hit 52-Week Lows On Friday
September 29, 2023
Tickers
NEPT
NEWP
NKTX
NMRD
Tags
BZI/ftw
SNOA
NKTX
From
Benzinga
J.M. Smucker Bids Farewell To Sahale Snacks: A $34M Deal To Usher In New Growth
September 28, 2023
Tickers
SJM
Tags
M&A
Benzinga
Market News
From
Benzinga
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