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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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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Toast, Inc. Class A Common Stock
(NY:
TOST
)
36.14
+1.75 (+5.09%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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Press Releases about Toast, Inc. Class A Common Stock
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Huntress Welcomes Chris Comparato, Former CEO of Toast, to Its Board
October 31, 2025
Seasoned SaaS leader brings proven expertise in scaling high-growth technology companies and advancing customer success at scale
From
Huntress
Via
GlobeNewswire
Toast Expands Toast IQ from Smart Features to Smart AI Assistant
October 29, 2025
From
Toast, Inc.
Via
Business Wire
Toast Appoints Anu Bharadwaj to Board of Directors
October 27, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces Release Date of Third Quarter 2025 Financial Results
October 21, 2025
From
Toast, Inc.
Via
Business Wire
The Toast 2025 Voice of the Restaurant Industry Survey
October 09, 2025
From
Toast, Inc.
Via
Business Wire
Toast Teams Up with Tyler Florence to Launch Toast Changemakers Program to Combat Food Insecurity
September 22, 2025
From
Toast, Inc.
Via
Business Wire
Toast and Bon Appétit Celebrate 2025’s Best New Restaurants List
September 12, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces Participation at Goldman Sachs Conference
August 26, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces Second Quarter 2025 Financial Results
August 05, 2025
From
Toast, Inc.
Via
Business Wire
American Express and Toast Announce Strategic Partnership to Help Elevate Hospitality Experiences
August 05, 2025
From
Toast, Inc.
Via
Business Wire
New Toast Go® 3 Handheld with Cellular Connectivity and ToastIQ Unlocks Additional Revenue Potential—Anywhere Restaurants Operate
July 31, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces Release Date Of Second Quarter 2025 Financial Results
July 22, 2025
From
Toast, Inc.
Via
Business Wire
FreedomPay and Toast Research Reveals 97% of Hospitality Leaders Surveyed Expressed Confidence in Their Ability to Meet Future Security Goals
June 17, 2025
New Research Highlights the Critical Need for Secure and Reliable Payment Processing in the Hospitality and Food & Beverage Industries
From
FreedomPay
Via
GlobeNewswire
Toast Launches Menu Price Monitor, Offering Insights into Restaurant Pricing Trends
May 13, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces First Quarter 2025 Financial Results
May 08, 2025
From
Toast, Inc.
Via
Business Wire
Toast Commits $5 Million to Combat Food Insecurity and End Childhood Hunger
June 04, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces Participation at the J.P. Morgan Annual Global Technology, Media and Communications Conference
May 07, 2025
From
Toast, Inc.
Via
Business Wire
Toast Tees Up New Technology Platform for Topgolf
May 08, 2025
From
Toast, Inc.
Via
Business Wire
Toast Launches ToastIQ to Superpower the Future of Restaurants
May 01, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces Release Date of First Quarter 2025 Financial Results
April 23, 2025
From
Toast, Inc.
Via
Business Wire
Applebee’s Selects Toast Technology as New Point of Sale and Kitchen Display Systems Partner
April 14, 2025
From
Toast, Inc.
Via
Business Wire
Toast and Food Critic Keith Lee Team Up to Give Back to Restaurants
March 25, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces Participation at the Morgan Stanley Technology, Media & Telecom Conference
February 25, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces Fourth Quarter and Full Year 2024 Financial Results
February 19, 2025
From
Toast, Inc.
Via
Business Wire
Toast Announces Release Date Of Fourth Quarter and Full Year 2024 Financial Results
January 22, 2025
From
Toast, Inc.
Via
Business Wire
Toast Deepens Commitment to Food and Beverage Retailers
January 09, 2025
From
Toast, Inc.
Via
Business Wire
Ascent Hospitality, Parent Company of Perkins and Huddle House, Selects Toast to Power Growing Restaurant Portfolio
February 18, 2025
From
Toast, Inc.
Via
Business Wire
Little Things, Big Impact: Toast and Matty Matheson Celebrate the Details That Define Great Hospitality
January 07, 2025
From
Toast, Inc.
Via
Business Wire
Toast Data: Reservation Trends Shift to Slower Days and Early Dinners
December 10, 2024
From
Toast
Via
Business Wire
Toast and Uber Expand Partnership, Helping Restaurants Reduce Costs and Reach More Diners with Commission-Free Delivery
December 05, 2024
From
Toast, Inc.
Via
Business Wire
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