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What We Buy Currently
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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
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EVENTS
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Event Schedule
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Event Schedule
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MVS
Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
Featured Quarterly Newsletter
Featured Articles
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Waste Management
(NY:
WM
)
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Updated: 7:00 PM EST, Jan 7, 2026
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If You Invested $100 In Waste Management Stock 10 Years Ago, You Would Have This Much Today
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November 04, 2025
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This Waste Management Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
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November 04, 2025
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5 Revealing Analyst Questions From Waste Management’s Q3 Earnings Call
November 03, 2025
Waste Management’s third quarter results were met with a negative market reaction, as both revenue and non-GAAP earnings per share fell slightly short of Wall Street expectations. Management attributed...
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Don't Give Up on Dividends: This Rock-Solid Dividend Stock Will Reward You Through Thick and Thin
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November 01, 2025
Consider this cash-gushing dividend stock to boost your passive income in 2026.
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Is Waste Management Inc Gaining or Losing Market Support?
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October 30, 2025
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Benzinga
These S&P500 stocks have an unusual volume in today's session
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October 29, 2025
Curious about which S&P500 stocks are generating unusual volume on Wednesday? Find out below.
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WM Q3 Deep Dive: Margin Pressures and Healthcare Integration Shape Outlook
October 29, 2025
Waste management services provider Waste Management (NYSE:WM) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 14.9% year on year to $6.44 billion. Its non-GAAP profit of $1.98...
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Bill Gates Foundation With Stakes In Microsoft, Berkshire, Waste Management, Faces Senate Inquiry Over Alleged $23 Million China Funding
↗
October 29, 2025
Bill Gates Foundation faces a Senate inquiry over alleged $23M in funding to China, raising questions about its tax-exempt status.
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Benzinga
These S&P500 stocks have an unusual volume in today's session
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October 28, 2025
Curious about which S&P500 stocks are generating unusual volume on Tuesday? Find out below.
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Why Waste Management (WM) Stock Is Trading Lower Today
October 28, 2025
Shares of waste management services provider Waste Management (NYSE:WM) fell 3.8% in the morning session after the company reported third-quarter results that missed Wall Street's expectations for both...
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These S&P500 stocks that are showing activity before the opening bell on Tuesday.
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October 28, 2025
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Nasdaq 100 Hits 26,000, Gold Falls Below $4,000: What's Moving Markets Tuesday?
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October 28, 2025
Tech stocks hit new highs as the Nasdaq 100 rallies 0.7% midday. Investors eye a Fed rate cut, Trump-Xi meeting, and major tech earnings.
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Stock Market Today: Dow Jones Futures Slip, Nasdaq Rises Amid Mixed Trade—United Parcel Service, UnitedHealth, 3D Systems In Focus
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October 28, 2025
U.S. stock futures were swinging on Tuesday following Monday’s positive moves. Futures of major benchmark indices were mixed.
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Visa, PayPal And 3 Stocks To Watch Heading Into Tuesday
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October 28, 2025
U.S. stock futures down, focus on UPS, Waste Management, and Visa earnings. Nucor beats expectations, PayPal to report.
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Which S&P500 stocks are moving after the closing bell on Monday?
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October 27, 2025
As the regular session of the US market on Monday comes to an end, let's delve into the after-hours session and discover the top S&P500 gainers and losers shaping the post-market sentiment.
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Waste Management (NYSE:WM) Reports Sales Below Analyst Estimates In Q3 Earnings
October 27, 2025
Waste management services provider Waste Management (NYSE:WM) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 14.9% year on year to $6.44 billion. Its non-GAAP profit of $1.98...
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WM Announces Third Quarter 2025 Earnings
October 27, 2025
From
WM
Via
Business Wire
Retail Investors' Top Stocks With Earnings This Week: SoFi, Apple, Meta And More
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October 27, 2025
Investors are gearing up for a jam-packed week of earnings featuring several big tech names and retail-trader favorites.
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Benzinga
Stock Market Today: Dow Jones, S&P 500 Futures Climb Ahead Of Busy Week On Wall Street—Novartis, Nucor, Waste Management In Focus
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October 27, 2025
U.S. stock futures rose on Monday following Friday’s positive moves. Futures of major benchmark indices were higher.
Via
Benzinga
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Earnings Scheduled For October 27, 2025
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October 27, 2025
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US Stocks Jump To Records Amid Weak Inflation: Investor Fear Eases, Greed Index Remains In 'Fear' Zone
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October 27, 2025
Stocks hit all-time highs as inflation eased, boosting confidence for Fed rate cut. Fear & Greed Index shows fear, but higher stock prices.
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Keurig Dr Pepper, Nucor And 3 Stocks To Watch Heading Into Monday
↗
October 27, 2025
US stock futures higher, Keurig Dr Pepper, Nucor Corp, Plymouth Industrial REIT, Whirlpool, and Waste Management to report earnings today.
Via
Benzinga
Waste Management (WM) Reports Earnings Tomorrow: What To Expect
October 25, 2025
Waste management services provider Waste Management (NYSE:WM) will be announcing earnings results this Monday after market hours. Here’s what to expect.
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Insights into Waste Management's Upcoming Earnings
↗
October 24, 2025
Via
Benzinga
Waste Management Likely To Report Higher Q3 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
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October 24, 2025
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Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the...
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