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home
about us
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Team Biographies
Firm ADV PDFs
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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
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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
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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
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Advantage Solutions Inc. - Class A Common Stock
(NQ:
ADV
)
0.7601
+0.0274 (+3.74%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 6, 2026
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Press Releases about Advantage Solutions Inc. - Class A Common Stock
< Previous
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Advantage Solutions Reports Third Quarter 2025 Results
November 06, 2025
From
Advantage Sales & Marketing, LLC dba Advantage Solutions
Via
GlobeNewswire
Advantage Solutions Announces Date for its Third Quarter 2025 Financial Results and Conference Call
October 24, 2025
From
Advantage Sales & Marketing, LLC dba Advantage Solutions
Via
GlobeNewswire
Instacart and Advantage Solutions Partner to Give CPGs Real-Time Shelf Visibility at Scale
September 29, 2025
New Partnership Helps CPGs Quickly Identify Gaps, Take Action, and Improve In-Store Execution
From
Advantage Sales & Marketing, LLC dba Advantage Solutions; Instacart
Via
GlobeNewswire
Jeff Harsh named new Chief Operating Officer of Advantage Solutions Branded Services business segment
August 08, 2025
Strategic results-driven leader with deep CPG experience and connectivity in retail to succeed Dean General, who will remain at Advantage in newly created role
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Reports Second Quarter 2025 Results
August 07, 2025
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions to Participate in The Canaccord Annual Growth Conference on August 12, 2025
July 30, 2025
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Announces Date for its Second Quarter 2025 Financial Results and Conference Call
July 25, 2025
From
Advantage Solutions, Inc.
Via
GlobeNewswire
CORRECTION - Ad Age lists Advantage Solutions among 2025 Largest Agencies
July 17, 2025
Advantage Solutions ranks No. 18 on the global list
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Ad Age lists Advantage Solutions among 2025 Largest Agencies
July 02, 2025
Advantage Solutions ranks No. 9 in North America and No. 18 on the global list
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions supports St. Louis in wake of tornado devastation
May 19, 2025
With recovery efforts ongoing, Advantage pledges financial assistance and is mobilizing employee volunteers to assist after Friday’s natural disaster
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Reports First Quarter 2025 Results
May 12, 2025
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Announces Date for its First Quarter 2025 Financial Results and Conference Call
April 25, 2025
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions names Dean General new Chief Operating Officer of Branded Services business segment
March 07, 2025
Seasoned retail executive with deep experience and connectivity in the retail and consumer goods industry to replace Jack Pestello, who announced his departure
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Reports Fourth Quarter and 2024 Results: Transformation Initiatives Continue to Strengthen the Company
March 07, 2025
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Announces Date for its Fourth Quarter and Full Year 2024 Financial Results and Conference Call
February 21, 2025
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions hires George Johnson as chief workforce operations officer
December 30, 2024
Johnson brings a wealth of labor expertise to strengthen client service, enhance frontline teammate experience and drive workforce efficiency
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions named among Chief Marketer’s 2025 Top Agencies of the Year
December 19, 2024
Amp, an Advantage full-service, omnichannel marketing agency, also recognized as a top agency
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions announces investments to donate 2.5 million meals through Feeding America and fund comprehensive support services for women through the Urban League of Metropolitan St. Louis
November 18, 2024
Strategic partnerships aimed at enriching lives and enhancing community engagement through multiyear initiatives to address food security and economic mobility
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Reports 2024 Third Quarter Results and Remains on Track to Achieve Its Full-Year Outlook
November 07, 2024
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Announces Date for its 3Q’24 Financial Results and Conference Call
October 25, 2024
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions to Participate in the Wells Fargo 7th Annual Consumer Conference
September 06, 2024
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions unveils comprehensive rebrand, emphasizing unified market approach
September 04, 2024
The company goes to market as one cohesive brand that will enhance efficiency and effectiveness
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Reports 2024 Second Quarter Results and Reaffirms its Full-Year Outlook
August 07, 2024
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Receives Amazon’s Inaugural Gold Tier Award, Reflecting Excellence in Omnicommerce Performance
August 06, 2024
Award affirms Advantage’s role as a market leader in comprehensive e-commerce solutions, with full-service Amazon capabilities to drive exceptional growth for brands
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions announces strategic alliance with Swiftly
August 01, 2024
Agreement with leading retail technology provider will bolster omnichannel and retail media offerings for brands and retailers
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions completes sale of Jun Group
July 31, 2024
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions Announces Date for its 2Q’24 Financial Results and Conference Call
July 26, 2024
Management also plans to participate in the Canaccord Genuity Growth Conference
From
Advantage Solutions, Inc.
Via
GlobeNewswire
7 Short Squeeze Stocks to Look Into for Your Portfolio
June 27, 2024
Explore our top picks for short-squeeze stocks that could skyrocket your portfolio. Learn what makes them stand out, and how to spot similar opportunities.
Via
MarketBeat
Advantage Solutions to sell digital advertising platform Jun Group for $185 million
June 18, 2024
From
Advantage Solutions, Inc.
Via
GlobeNewswire
Advantage Solutions and L.A. Libations announce intent to form joint venture, creating a national retail solution to accelerate and scale emerging brands
June 11, 2024
From
Advantage Solutions, Inc.
Via
GlobeNewswire
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