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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
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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Retailer Reports Show Shopping Is No Longer The Therapy We Go For
May 18, 2023
Tickers
BABA
HD
TJX
WMT
Tags
Benzinga
News
retail
From
Benzinga
S&P 500 Surges Over 1% On Debt Ceiling Resolution Hopes; Market Volatility Drops Sharply
May 18, 2023
Tickers
AMZN
TGT
TJX
TSLA
Tags
Earnings
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TJX
From
Benzinga
HomeGoods' Comp Decline? No Sweat For TJX, Says Analyst - Here's Why
May 17, 2023
Tickers
TJX
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Reiteration
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Briefs
From
Benzinga
TJX’s stock pops after retailer tops profit estimates and raises full-year guidance
May 17, 2023
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HD
SPX
TGT
TJX
Tags
HD
SPX
TJX
From
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TJX Companies Q1: 3% Sales Growth, Overall Comps Up 3%, Increasing Customer Traffic & More
May 17, 2023
Tickers
TJX
Tags
Market News
TJX
Earnings
From
Benzinga
US Stocks Poised To Open Higher, With Housing Data, More Retail Earnings In Sight
May 17, 2023
Tickers
CFG
CSCO
HD
JACK
Tags
Benzinga
TSLA
JACK
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U.S. stock futures edge higher with debt-ceiling talks, Target results in focus
May 17, 2023
Tickers
COMP
CSCO
DJIA
SNPS
Tags
CSCO
BX:TMUBMUSD02Y
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From
MarketWatch
Target, Cisco And 3 Stocks To Watch Heading Into Wednesday
May 17, 2023
Tickers
CSCO
KEYS
TCS
TGT
Tags
TGT
Earnings
TJX
From
Benzinga
Fear & Greed Index Moves To 'Neutral' Zone After Dow Dips Over 300 Points
May 17, 2023
Tickers
CSCO
HD
TGT
TJX
Tags
TJX
Earnings
Markets
From
Benzinga
Retail Earnings Preview: What To Expect From Target, TJX Companies And Walmart This Week
May 16, 2023
Tickers
HD
TGT
TJX
WMT
Tags
TGT
Earnings
WMT
From
Benzinga
Value Investor Dan Loeb Bets Big On Tech, But Dumps Disney: Here Are His Top Picks
May 16, 2023
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AMD
BABA
CRM
DIS
Tags
GOOGL
Large Cap
artificial intelligence
From
Benzinga
Home Depot’s bad news might not just be bad news for Lowe’s
May 16, 2023
Tickers
HD
SPX
TGT
TJX
Tags
SPX
HD
WMT
From
MarketWatch
Earnings Outlook For TJX Companies
May 16, 2023
Tickers
TJX
Tags
Benzinga
BZI/EP
TJX
From
Benzinga
Benzinga Pro's Top 5 Stocks To Watch For Monday, May 15, 2023: TSLA, SRPT, TJX, MNDY, LTRY
May 15, 2023
Tickers
LTRY
MNDY
NGMS
SRPT
Tags
LTRY
TSLA
Benzinga
From
Benzinga
The ‘end of the runway’ is nearing for lofty tech and soggy banks. Get ready, says this strategist
May 15, 2023
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AAPL
AMAT
AMC
AMZN
Tags
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From
MarketWatch
Executives are less worried about inflation. Walmart and Target earnings could disagree
May 15, 2023
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AMAT
BABA
BIDU
CSCO
Tags
JACK
CSCO
FL
From
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US Economy Fires Mixed Signals With Lower Inflation, Slumping Consumer Sentiment: More Economic Updates Just Around The Corner Next Week
May 12, 2023
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BABA
CSCO
NKLA
PACW
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AI-Run ETF Dumps Apple In Favor Of This Chip Stock And Hints At New Opportunity Brewing In Market
May 12, 2023
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AMOM
AZO
HD
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LOW
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Benzinga
If You Invested $100 In This Stock 15 Years Ago, You Would Have $1,000 Today
May 11, 2023
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News
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Benzinga
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Benzinga
7 Super-Safe Stocks to Buy as Fear Grips the Market
May 09, 2023
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CL
DLTR
KELYA
KO
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DLTR
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TJX
From
InvestorPlace
How To Attend TJX Companies Q1 2024 Earnings Conference Call
May 09, 2023
Tickers
TJX
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Benzinga
Earnings
Market News
From
Benzinga
Here's How Much $100 Invested In TJX Companies 20 Years Ago Would Be Worth Today
May 01, 2023
Tickers
TJX
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TJX
Market News
Earnings
From
Benzinga
Where will Bed Bath & Beyond customers go next? Amazon, Target and Walmart look like winners.
April 27, 2023
Tickers
AMZN
BBBY
JWN
M
Tags
OSTK
TGT
W
From
MarketWatch
The Container Store will take your expired Bed Bath and Beyond coupons
April 26, 2023
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BBBY
TCS
TGT
TJX
Tags
TGT
BBBY
WMT
From
MarketWatch
BBBY Stock Alert: Bed Bath & Beyond Plunges 40% on Bankruptcy Filing
April 24, 2023
Tickers
AMZN
BBBY
BURL
COST
Tags
WMT
TJX
DLTR
From
InvestorPlace
3 Reasons TJX Stock Shines in Turbulent Times
April 16, 2023
Tickers
TJX
Tags
NYSE:TJX
Stocks to Buy
Market News
From
InvestorPlace
3 Top Stocks That Raised Their Dividend by 10% or More
April 15, 2023
Tickers
FDX
MCD
TJX
Tags
FDX
Market News
TJX
From
Motley Fool
Looking for a Retail Winner? See Why Analysts Are Unanimous About TJX Stock
April 13, 2023
Tickers
TJX
Tags
Stocks to Buy
TJX
Market News
From
InvestorPlace
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
April 10, 2023
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ABNB
CZR
F
GM
Tags
ABNB
LULU
TSLA
From
Benzinga
7 A-Rated Stocks to Buy for April 2023
April 07, 2023
Tickers
AEHR
ARDX
BP
CPRX
Tags
TJX
VLO
AEHR
From
InvestorPlace
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