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home
about us
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Event Schedule
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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
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Thomson Reuters Corporation
(NY:
TRI
)
176.52
UNCHANGED
Last Price
Updated: 7:00 PM EST, Feb 24, 2025
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All News about Thomson Reuters Corporation
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Earnings Preview For Thomson Reuters
↗
August 05, 2025
Via
Benzinga
Veritex Holdings, Sequans Communications, Canaan And Other Big Stocks Moving Higher On Monday
↗
July 14, 2025
Via
Benzinga
FiscalNote Sells TimeBase To Thomson Reuters For $6.5M, Reaffirms 2025 Outlook
↗
May 05, 2025
FiscalNote (NYSE: NOTE) to sell Australian subsidiary to Thomson Reuters (NASDAQ: TRI) for $6.5M. Supports strategy to streamline operations and refocus on core strengths. Maintains FY25 guidance.
Via
Benzinga
This Apple Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
↗
May 02, 2025
Via
Benzinga
Earnings Scheduled For May 1, 2025
↗
May 01, 2025
Via
Benzinga
Earnings Scheduled For February 6, 2025
↗
February 06, 2025
Via
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,200 Today
↗
June 11, 2024
Via
Benzinga
Verisk Analytics Stock Sees RS Rating Move Higher
↗
June 05, 2024
Verisk Analytics stock saw a welcome improvement to its Relative Strength (RS) Rating on Wednesday, rising from 62 to 73.
Via
Investor's Business Daily
Thomson Reuters Corp. (NYSE: TRI) Highlighted for Surprising Price Action
April 15, 2024
Via
Investor Brand Network
Thomson Reuters Maintains Strong FY25 Outlook, Highlights Innovation, AI As Key Growth Drivers
↗
May 01, 2025
Thomson Reuters Corp reports 1% revenue growth and $1.12 adjusted EPS, beating analyst estimates. FY25 outlook includes 3%-3.5% revenue growth.
Via
Benzinga
Topics
Artificial Intelligence
8 Steady & Under-The-Radar Stocks
↗
March 27, 2025
These are businesses with repetitive revenues, sticky business models, and essential services that quietly power the economy.
Via
Talk Markets
Topics
Stocks / Equities
Is Meta's Pushback on NVIDIA With In-House Chips Good for Shares?
March 24, 2025
Meta Platforms has started testing its in-house-made chips for AI training. Can Meta's moves to limit AI costs be a boon to the stock long term?
Via
MarketBeat
Topics
Artificial Intelligence
Thomson Reuters Q4 Earnings: Beats Estimates, Boosts Dividend 10%, CEO Highlights Strategic Growth
↗
February 06, 2025
Thomson Reuters Corp reported 5% revenue growth in fiscal Q4 2024 to $1.909 billion, beating analyst estimates. Stock price increased after the report.
Via
Benzinga
Monday Is Your Last Chance To Buy Thomson Reuters Before The Dividend Payout
↗
February 15, 2024
Via
Benzinga
Earnings Scheduled For February 8, 2024
↗
February 08, 2024
Companies Reporting Before The Bell • Ares Management (NYSE:ARES) is expected to report quarterly earnings at $1.09 per share on revenue of $864.54 million.
Via
Benzinga
Earnings Preview For Thomson Reuters
↗
February 07, 2024
Via
Benzinga
US Stocks Likely To Open Higher Ahead Of Amazon's Earnings: 'Buy The Dip' Mentality Remains Prevalent, Says Analyst
↗
February 06, 2025
U.S. stock futures rose on Thursday following Wednesday's advances as investors digest tariff pauses amid earnings reports.
Via
Benzinga
Topics
World Trade
This Dick's Sporting Goods Analyst Turns Bullish; Here Are Top 4 Upgrades For Wednesday
↗
November 27, 2024
Via
Benzinga
This CrowdStrike Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday
↗
November 27, 2024
Via
Benzinga
Thomson Reuters Q3 Earnings: Legal, Corporate Segments Enjoy Revenue Boost As CEO Highlights AI Investment
↗
November 05, 2024
Thomson Reuters reported fiscal Q3 2024 revenue growth of 8% year-on-year to $1.72 billion. The analyst consensus was $1.71 billion.
Via
Benzinga
Topics
Artificial Intelligence
What Wall Street Is Saying About Meta Ahead Of Earnings
↗
October 30, 2024
Jefferies says expectations are high but channel checks continue to be bullish.
Via
Talk Markets
Russia Strikes Back At Ukraine's Ground Incursion Into Kursk
↗
August 13, 2024
Russian forces fight back against Ukraine's ground incursion into Kursk region with missiles, drones, and airstrikes. Thousands of Ukrainian soldiers advanced across the border, occupying a piece of...
Via
Benzinga
Thomson Reuters Q2: Growth in Revenue and Big 3 Segments, CEO Confirms 2024 Investment Plans On Track, Highlights AI Potential
↗
August 01, 2024
Thomson Reuters Corp reported 6% revenue growth in Q2 2024. Adjusted EPS of $0.85 beat expectations, but stock price fell.
Via
Benzinga
Topics
Artificial Intelligence
M&A Watch: 3 Canadian Companies That Should Be on American Firms’ Buy Lists
↗
July 25, 2024
There are plenty of Canadian acquisition targets trading on the NYSE and Nasdaq for American firms to buy.
Via
InvestorPlace
Thomson Reuters Triumphs in Q1 Backed by AI Product Roadmap and Strategic Acquisitions
↗
May 02, 2024
Thomson Reuters Corp reported Q1 2024 revenue growth of 8%, beating analyst consensus, with adjusted EPS of $1.11. The stock gained, driven by 9% organic revenue growth. CEO is confident in their AI...
Via
Benzinga
Topics
Artificial Intelligence
TRI Stock Earnings: Thomson Reuters Beats EPS, Beats Revenue for Q1 2024
↗
May 02, 2024
TRI stock results show that Thomson Reuters beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Thomson Reuters' $100M Yearly Investment Plan - Financial Strength And AI Innovation
↗
March 12, 2024
Thomson Reuters sets sights on AI expansion with $8 billion investment, targeting acquisitions and technology development. CEO Steve Hasker outlines ambitious plans for growth and diversification.
Via
Benzinga
Topics
Artificial Intelligence
Thomson Reuters Successful Acquisition of Pagero Paves the Way for Significant Growth Opportunities
March 05, 2024
Via
ACCESSWIRE
Wall Street's Top 10 Stock Calls This Week - Saturday, Feb. 24
↗
February 24, 2024
What has Wall Street been buzzing about this week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the week of Feb. 19-23.
Via
Talk Markets
RBC Capital Maintains Sector Perform Rating for Thomson Reuters: Here's What You Need To Know
↗
February 09, 2024
Via
Benzinga
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