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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service 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
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
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What's Going On With J.M. Smucker Stock Monday?
November 21, 2022
Tickers
SJM
Tags
Earnings
Market News
why it's moving
From
Benzinga
J M Smucker Raises Annual Guidance On Solid Q2 Earnings Beat
November 21, 2022
Tickers
SJM
Tags
Guidance
SJM
Briefs
From
Benzinga
Walt Disney And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
November 21, 2022
Tickers
DIS
LMDX
MMAT
NINE
Tags
Market News
News
NINE
From
Benzinga
Dow Jumps Around 200 Points, But Investor Sentiment Decreases Slightly
November 21, 2022
Tickers
DELL
J
SJM
ZM
Tags
DELL
Market News
News
From
Benzinga
US Stocks On Track For Weaker Start To The Week: Disney Gains On Iger's Return, Digital World, Tesla, China Stocks In Focus
November 21, 2022
Tickers
A
BABA
DELL
DIS
Tags
Elon Musk
News
Top Stories
From
Benzinga
Earnings Scheduled For November 21, 2022
November 21, 2022
Tickers
A
AFYA
API
CENT
Tags
GBDC
SNEX
ITRN
From
Benzinga
Disney, Smucker And 3 Stocks To Watch Heading Into Monday
November 21, 2022
Tickers
DELL
DIS
J
SJM
Tags
DELL
News
Market News
From
Benzinga
Tesla, Amazon, AMD, JM Smucker, Paxmedica: Why These 5 Stocks Are Drawing Investor Attention Today
November 20, 2022
Tickers
ADI
AMD
AMZN
PXMD
Tags
Top Stories
Market News
ADI
From
Benzinga
The PC boom has gone bust, and we are about to see the results ahead of Black Friday
November 20, 2022
Tickers
A
ADBE
BBY
BURL
Tags
ZM
ADBE
SJM
From
MarketWatch
Earnings Preview For JM Smucker
November 18, 2022
Tickers
SJM
Tags
BZI/EP
Benzinga
SJM
From
Benzinga
7 Growth Stocks to Sell Right Now… and 1 to Buy
November 16, 2022
Tickers
BYND
CLX
DIS
FB
Tags
GOOG
FUBO
Market News
From
InvestorPlace
Where JM Smucker Stands With Analysts
October 10, 2022
Tickers
SJM
Tags
SJM
Benzinga
BZI/AAR
From
Benzinga
Starbucks Is Piping Hot, But This Surprising Stock May Be the Better Buy
September 24, 2022
Tickers
SBUX
SJM
Tags
SJM
Recent Press Releases
SBUX
From
Motley Fool
Insiders Selling J. M. Smucker, C.H. Robinson Worldwide And This EV Stock
September 09, 2022
Tickers
CHRW
NKLA
SJM
Tags
CHRW
NKLA
Benzinga
From
Benzinga
Intuit, Procter & Gamble And 2 Other Stocks Insiders Are Selling
August 30, 2022
Tickers
ADSK
INTU
PG
SJM
Tags
INTU
Market News
PG
From
Benzinga
Expert Ratings for JM Smucker
August 24, 2022
Tickers
SJM
Tags
Benzinga
SJM
Market News
From
Benzinga
Looking Into JM Smucker's Return On Capital Employed
August 24, 2022
Tickers
SJM
Tags
Market News
Earnings
Benzinga
From
Benzinga
Twitter Price Target Cut By This Analyst, Plus Keybanc Predicts $592 For Charter Communications
August 24, 2022
Tickers
AAP
BYND
CHTR
COO
Tags
Small Cap
AAP
COO
From
Benzinga
Nordson To $271? Here Are 5 Other Price Target Changes For Wednesday
August 24, 2022
Tickers
DKS
M
NDSN
SJM
Tags
Analyst Ratings
Benzinga
Department Stores
From
Benzinga
J.M. Smucker (SJM) Q1 2023 Earnings Call Transcript
August 23, 2022
Tickers
SJM
Tags
Recent Press Releases
SJM
Market News
From
Motley Fool
Equity Index Futures Trim Overnight Gains As Bulls Try To Charge
August 23, 2022
Tickers
AAP
DKS
HD
JD
Tags
Partner Content
Market News
DKS
From
Benzinga
J M Smucker Posts Q1 Earnings Above Street View; Raises FY23 Outlook
August 23, 2022
Tickers
SJM
Tags
Market News
News
Benzinga
From
Benzinga
JM Smucker: Q1 Earnings Insights
August 23, 2022
Tickers
SJM
Tags
Earnings
Market News
SJM
From
Benzinga
Got $1,000? 5 Ultra High-Yield Dividend Stocks to Get Your Hands On
August 23, 2022
Tickers
CLX
KMB
MO
SJM
Tags
Recent Press Releases
SJM
MO
From
Motley Fool
Earnings Scheduled For August 23, 2022
August 23, 2022
Tickers
AAP
AATC
ABST
AVNW
Tags
PYCR
BZI/UE
BNS
From
Benzinga
Retail Earnings On Deck As Q2 Reporting Season Enters Its Final Leg
August 22, 2022
Tickers
BABA
CRM
CSCO
DG
Tags
LOW
DLTR
CSCO
From
Benzinga
Peanut Butter Jelly Time For This Jam Maker As Analyst Goes Bullish Ahead Of Results
August 17, 2022
Tickers
SJM
Tags
BofA Securities
Analyst Color
Price Target
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2022
August 17, 2022
Tickers
AAPL
ADIL
ADSK
AI
Tags
ODFL
FLEX
DM
From
Benzinga
Apple To $220? Here Are 5 Other Price Target Changes For Wednesday
August 17, 2022
Tickers
AAPL
GLBE
KMPH
OMIC
Tags
Penny Stocks
KMPH
Price Target
From
Benzinga
How Does The Surge In Sugar Futures Affect Coca-Cola's Profit?
July 06, 2022
Tickers
KO
PEP
SJM
Tags
Market News
News
KO
From
Benzinga
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