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home
about us
Investment Approach
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Market Analysis Summary
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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
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Marriott International
(NQ:
MAR
)
328.18
+3.27 (+1.01%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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US Stocks Settle Higher Following Jobs Data, Amazon Surges Post Results: Fear Index In 'Neutral' Zone
↗
November 04, 2024
Via
Benzinga
Marriott, Constellation Energy And 3 Stocks To Watch Heading Into Monday
↗
November 04, 2024
Via
Benzinga
Earnings To Watch: Marriott (MAR) Reports Q3 Results Tomorrow
November 03, 2024
Global hospitality company Marriott (NASDAQ:MAR) will be reporting results tomorrow before market open. Here’s what to look for.
Via
StockStory
As Stock Market Awaits Election, Palantir, S&P 500 Nuke Leaders Report
↗
November 01, 2024
Amid the election, and a Fed rate vote, earnings season roars ahead.
Via
Investor's Business Daily
Topics
Economy
Stocks
How Is The Market Feeling About Marriott Intl?
↗
November 01, 2024
Via
Benzinga
Price Over Earnings Overview: Marriott Intl
↗
October 16, 2024
Via
Benzinga
How Is The Market Feeling About Marriott Intl?
↗
September 02, 2024
Via
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
November 01, 2024
Via
Benzinga
Marriott, Vistra, Taiwan Semiconductor And More On CNBC's 'Final Trades'
↗
October 29, 2024
On CNBC's "Halftime Report Final Trades," Joshua Brown of Ritholtz Wealth Management said Marriott International is breaking out.
Via
Benzinga
Top Stock Reports For Costco, Coca-Cola & T-Mobile US
↗
October 25, 2024
Today's Research Daily features new research reports on 16 major stocks, including Costco Wholesale Corp., The Coca-Cola Co., and T-Mobile US, Inc., as well as a micro-cap stock Preformed Line Products...
Via
Talk Markets
Southwest Shares Drop Despite Strong Earnings, Elliott Deal: CEO Warns Of Boeing Delivery Delays If Strike Continues
↗
October 24, 2024
Southwest Airlines shares fell despite better-than-expected earnings, as concerns about Boeing delivery delays weighed on investor sentiment.
Via
Benzinga
Ferrari To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Tuesday
↗
October 22, 2024
Via
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
October 17, 2024
Via
Benzinga
Hundreds Of Hilton Hotel Workers Strike At Seattle Airport, Demand Higher Wages And Reversal Of COVID-Era Cuts
↗
October 12, 2024
Hilton (NYSE: HLT) hotel workers running into the hundreds at Seattle airport hotels walked off the job on Saturday, calling for higher wages and reversal of COVID-era cuts, the Unite Here union said...
Via
Benzinga
Marriott Settles Data Breach Case With $52M Payout, Focuses On Security Upgrades
↗
October 10, 2024
Marriott to pay $52M settlement over data breaches that exposed customer info. FTC found inadequate security practices and vulnerabilities.
Via
Benzinga
Topics
Data Breach
Zeta Global’s AI Cloud: Your Secret Weapon for Massive Growth
September 30, 2024
Zeta Global Holdings Co. (NYSE: ZETA) is a data-driven marketing technology company that provides AI-powered customer intelligence.
Via
MarketBeat
Topics
Artificial Intelligence
Consumer Tech News (Sept 23- Sept 27): OpenAI pitched President Biden For Expansion Of Data Centers, Apple Discontinued iPhone 15 And 13 Models & More
↗
September 29, 2024
UAE President meets Biden to discuss AI cooperation. OpenAI pushes for expansion of data centers. SAG-AFTRA strikes against League of Legends. Sony celebrates PlayStation's 30th anniversary with...
Via
Benzinga
Topics
Artificial Intelligence
Musk's Displeasure With Sam Altman, Gates' AI Love, And Bezos' New Challenge: This Week In AI
↗
September 29, 2024
From Elon Musk expressing his concerns over OpenAI's transition to a for-profit entity to Bill Gates singing praises of AI chatbot ChatGPT, the tech titans kept us on our toes.
Via
Benzinga
Topics
Artificial Intelligence
Macau High-Rollers Boost These Casino Stocks. Here's Why.
↗
September 26, 2024
Macau is seeing a resurgence in gambling as wagers already outpace 2023 bets.
Via
Investor's Business Daily
Jeff Bezos-Backed Perplexity AI In Discussion With Marriott And Nike As It Prepares To Challenge To Google's Dominance
↗
September 22, 2024
Perplexity AI, backed by Jeff Bezos, is in talks with major brands like Nike and Marriott to launch a "sponsored" question ad system by year-end, aiming to challenge Google's $300 billion digital ads...
Via
Benzinga
Topics
Artificial Intelligence
S&P 500, Gold Strike All-Time Highs After Fed Cuts Rates For First Time In 4 Years, Stocks Climb
↗
September 18, 2024
Markets are bouncing Wednesday afternoon following the Federal Reserve’s decision to cut rates by 0.5%, marking the beginning of the central bank’s highly anticipated cutting cycle.
Via
Benzinga
Topics
Economy
Stocks
20 S&P 500 Stocks That Move The Most When The Fed Starts Cutting Interest Rates
↗
September 18, 2024
Investors are anticipating the first cut to the federal funds rate in over four years at the September FOMC meeting. The market is divided on the magnitude of the cut, which could trigger significant...
Via
Benzinga
Topics
Economy
Stocks
9 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
September 03, 2024
Via
Benzinga
Award-winning and Renowned Voice Actor Nancy Cartwright to Deliver Keynote at the That's Voiceover Career Expo 2024 in Los Angeles
September 09, 2024
LOS ANGELES - Sept. 9, 2024 - PRLog -- The Society of Voice Arts and Sciences (SOVAS) is thrilled to announce that Emmy Award-winning voice actor Nancy Cartwright will be the keynote speaker at the...
Via
PRLog
Trends in Advertising and Media
↗
August 28, 2024
Three "Motley Fool Money" podcast hosts dig in.
Via
The Motley Fool
Sonder Holdings Stock Spike On Heels Of Marriott Deal
↗
August 19, 2024
Marriot will add Sonder's portfolio of mostly apartment-style accommodations to its system under a novel collection titled "Sonder by Marriott Bonvoy."Sonder Holdings, Inc. (NASDAQ:SOND) shares jumped...
Via
Benzinga
Sonder Holdings Inc. Announces Strategic Licensing Agreement with Marriott International
August 19, 2024
From
Sonder Holdings Inc.
Via
GlobeNewswire
3 Consumer Discretionary Stocks Poised for a Comeback After Last Week’s Market Meltdown
↗
August 14, 2024
Discover why Marriott, Starbucks and Tractor Supply are compelling buying opportunities among consumer discretionary stocks today.
Via
InvestorPlace
Marriott Pursues Damages From Franchisee For Unauthorized Hotel Use As Migrant Shelter
↗
August 13, 2024
Marriott International sues franchisee Pride Hotel for turning NYC property into a migrant shelter, alleging breach of franchise agreement and brand damage. Learn more about the legal battle and its...
Via
Benzinga
Topics
Lawsuit
Is This High-Rolling Casino Stock a Smart Bet After Record Revenue Results?
↗
August 11, 2024
MGM Resorts International's global expansion and partnership with Marriott continue to shape its growth potential.
Via
The Motley Fool
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