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home
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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
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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
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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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Peanut Butter Jelly Time For This Jam Maker As Analyst Goes Bullish Ahead Of Results
August 17, 2022
Tickers
SJM
Tags
Price Target
News
Analyst Color
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2022
August 17, 2022
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AAPL
ADIL
ADSK
AI
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RBLX
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Apple To $220? Here Are 5 Other Price Target Changes For Wednesday
August 17, 2022
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GLBE
KMPH
OMIC
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Benzinga
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From
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How Does The Surge In Sugar Futures Affect Coca-Cola's Profit?
July 06, 2022
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KO
PEP
SJM
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Markets
contributors
KO
From
Benzinga
Will Chart Analysts Notice Bad Omen on JM Smucker's Chart
July 05, 2022
Tickers
SJM
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BZI/CROSS
Markets
Trading Ideas
From
Benzinga
McDonald’s wants frequent but smaller price increases to manage inflation without hurting customers too much
June 10, 2022
Tickers
GPS
MCD
SJM
WMT
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MCD
GPS
SJM
From
MarketWatch
Halted Stocks: 9 Circuit Breaker Stocks That Have Been Halted on Tuesday
June 07, 2022
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BNOX
GMBL
KRBP
LSAK
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TGT
TYDEV
From
InvestorPlace
Why Is Kiromic BioPharma (KRBP) Stock Up 75% Today?
June 07, 2022
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KRBP
NVAX
SJM
TGT
Tags
NASDAQ:KRBP,NYSE:SJM,NYSE:TGT,NASDAQ:NVAX
TGT
NVAX
From
InvestorPlace
SJM Stock in Focus as J.M. Smucker Anticipates $125 Million Hit From Peanut Butter Recalls
June 07, 2022
Tickers
HLBZ
NVAX
SJM
TGT
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Market News
TGT
Today's Market
From
InvestorPlace
J.M. Smucker (SJM) Q4 2022 Earnings Call Transcript
June 07, 2022
Tickers
SJM
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Recent Press Releases
Market News
SJM
From
Motley Fool
Rising Yields And A Stronger Dollar Pose Risk For Stocks
June 07, 2022
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ADBE
AMGN
CPB
CVX
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CPB
Market News
ADBE
From
Benzinga
JM Smucker: Q4 Earnings Insights
June 07, 2022
Tickers
SJM
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BZI/Recaps
Benzinga
Market News
From
Benzinga
J M Smucker Stock Slides On Gloomy FY23 Outlook
June 07, 2022
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SJM
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Briefs
Trading Ideas
Earnings
From
Benzinga
A Peek Into The Markets: US Stock Futures Signal Lower Start On Wall Street
June 07, 2022
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CASY
COUP
NVO
PFE
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Benzinga
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From
Benzinga
5 Stocks To Watch For June 7, 2022
June 07, 2022
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CASY
COUP
RELY
SJM
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Benzinga
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CASY
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Can Tech Help Build A Market Bottom?
June 06, 2022
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ACN
ADP
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High-Yield Credit Spreads Suggest That Investors Remain In 'Risk Off' Mode
June 02, 2022
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CHWY
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SAFM
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Oil Prices Have Inched Above March And May Highs As OPEC+ Weighs The Russia Problem
June 01, 2022
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CBRL
CPB
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DOCU
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Benzinga
Key Indexes Fall In Premarket Action
May 31, 2022
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AUY
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VRNT
From
Benzinga
Jif Peanut Butter Recall In US And Canada Due To Salmonella: What You Need To Know
May 23, 2022
Tickers
SJM
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Jif
Government
recall
From
Benzinga
Smucker (SJM) Stock Dips on Jif Peanut Butter Recall
May 23, 2022
Tickers
DIDI
EA
SJM
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NYSE:SJM,NYSE:DIDI,NASDAQ:EA
Market News
Today's Market
From
InvestorPlace
Select lots of Jif peanut butter are recalled
May 21, 2022
Tickers
SJM
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SJM
From
MarketWatch
Wednesday’s worst-performing stocks mostly come from this one sector that has investors really worried
May 18, 2022
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BBY
COST
DG
DLTR
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SPX
COST
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7 Food Stocks to Buy as Shortages Impose Huge Pressures
March 31, 2022
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K
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NYSE:GIS,NASDAQ:COST,NYSE:CAG,NYSE:KO,NASDAQ:MDLZ,NYSE:K,NYSE:TSN,NYSE:SJM,NYSEARCA:PBJ,NYSEARCA:XLP
TSN
PBJ
From
InvestorPlace
What 6 Analyst Ratings Have To Say About JM Smucker
March 30, 2022
Tickers
SJM
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SJM
Benzinga
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 30, 2022
March 30, 2022
Tickers
ABM
ADV
AGL
AMZN
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MCO
COUR
MAS
From
Benzinga
JM Smucker's Return On Capital Employed Insights
March 03, 2022
Tickers
SJM
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BZI/ROCE
SJM
Benzinga
From
Benzinga
Analyst Ratings For JM Smucker
March 02, 2022
Tickers
SJM
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Analyst Ratings
BZI/AAR
SJM
From
Benzinga
J.M. Smucker (SJM) Q3 2022 Earnings Call Transcript
March 01, 2022
Tickers
SJM
Tags
SJM
Market News
Recent Press Releases
From
Motley Fool
Why Are J M Smucker Shares Trading Lower Today
March 01, 2022
Tickers
SJM
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Guidance
Market News
Benzinga
From
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