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home
about us
Investment Approach
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Market Analysis Summary
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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
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Client Contact with Portfolio Manager(s)
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
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
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RSVP-Signup Form
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StoneCo Ltd. - Class A Common Share
(NQ:
STNE
)
12.22
-2.33 (-16.01%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 24, 2026
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Stock Market Correction Takes Hold As Treasury Yields Hit 15-Year High: Weekly Review
↗
August 18, 2023
The major indexes and leading stocks broke key support this week.
Via
Investor's Business Daily
StoneCo Informs Correction in the Number of Weighted Average Diluted Shares
August 17, 2023
From
StoneCo Ltd.
Via
GlobeNewswire
Stocks Slip After Latest Batch of Economic Data
↗
August 17, 2023
Stocks were last seen slightly below breakeven as Wall Street unpacks today's economic data and slew of corporate earnings reports.
Via
Talk Markets
StoneCo's Earnings: A Preview
↗
August 15, 2023
Via
Benzinga
2 Potentially Explosive Stocks to Buy in July
↗
July 09, 2023
These small growers could be rewarding investments over the next decade.
Via
The Motley Fool
Best Stocks to Buy: Nu Holdings vs. StoneCo
↗
July 06, 2023
Investors have excellent options with these two financial services stocks.
Via
The Motley Fool
Best Stock to Buy: SoFi vs. StoneCo
↗
July 05, 2023
These two financial services companies are experiencing fantastic top-line growth.
Via
The Motley Fool
StoneCo (STNE) Q2 2023 Earnings Call Transcript
↗
August 17, 2023
STNE earnings call for the period ending June 30, 2023.
Via
The Motley Fool
Topics
Earnings
Walmart, StoneCo, Cisco, Wolfspeed, Tesla: Why These 5 Stocks Are Drawing Investor Attention Today
↗
August 16, 2023
Via
Benzinga
Cathie Wood's Ark Invest Buys $16M Worth Of Shares Of Flying Taxi Company Archer Aviation — Sells Shopify Stock Worth Millions
↗
August 16, 2023
Via
Benzinga
StoneCo Reports Second Quarter 2023 Results
August 16, 2023
From
StoneCo Ltd.
Via
GlobeNewswire
2 Warren Buffett Stocks That Could Go Parabolic
↗
June 16, 2023
Yes, Buffett's company owns some intriguing growth stocks.
Via
The Motley Fool
The Latest Analyst Ratings for StoneCo
↗
June 13, 2023
Via
Benzinga
Earnings Scheduled For August 16, 2023
↗
August 16, 2023
Companies Reporting Before The Bell • Target (NYSE:TGT) is projected to report quarterly earnings at $1.39 per share on revenue of $25.18 billion.
Via
Benzinga
Every Tech Stock Warren Buffett Owns, Ranked from Best to Worst
↗
August 06, 2023
You'll probably find at least a few stocks to like on this list.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For August 3, 2023
↗
August 03, 2023
Via
Benzinga
7 Cheap Tech Stocks That Smart Investors Will Snap Up Now
↗
August 02, 2023
Cheap tech stocks are taking flight. It's not too late to join the party; these seven affordable picks have tremendous potential.
Via
InvestorPlace
Got $5,000? 2 Top Growth Stocks to Buy That Could Double Your Money
↗
July 26, 2023
These underappreciated stocks might soon begin to earn some respect.
Via
The Motley Fool
7 Bargain Growth Stocks to Buy Before They Bounce Back
↗
July 20, 2023
These bargain growth stocks are on the cusp of a turnaround after sustained selloffs over the last two years.
Via
InvestorPlace
'I Don't Want You To Touch That': Cramer Rejects Stock Down 32% Over Past Month, Prefers Tesla
↗
July 19, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said Alexandria Real Estate Equities, Inc. (NYSE: ARE) is "one of the better real estate investment trusts, but I would rather see you in Federal...
Via
Benzinga
My Top 17 Stocks to Buy for the Second Half of 2023
↗
July 14, 2023
Investors will not want to miss this update to my market-beating portfolio.
Via
The Motley Fool
StoneCo Ltd. to Announce Second Quarter 2023 Financial Results on August 16, 2023
July 13, 2023
From
StoneCo Ltd.
Via
GlobeNewswire
1 Warren Buffett Stock Down 86% You'll Regret Not Buying on the Dip
↗
June 30, 2023
Warren Buffett is one of the most successful investors of all time.
Via
The Motley Fool
Where Will StoneCo Stock Be in 1 Year?
↗
June 27, 2023
The fintech stock has a lot of potential, but it's experiencing some growing pains.
Via
The Motley Fool
StoneCo Announces Changes in Investor Relations
June 23, 2023
From
StoneCo Ltd.
Via
GlobeNewswire
7 Low-Risk High-Reward Stocks Set to Triple by 2026
↗
June 20, 2023
These low-risk high-reward stocks are perfect for conservative investors who wish to amplify their gains while limiting downside risk.
Via
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For June 13, 2023
↗
June 13, 2023
Via
Benzinga
Ulta Beauty To Rally Over 22%? Here Are 10 Other Analyst Forecasts For Tuesday
↗
June 13, 2023
Raymond James raised the price target for Ryman Hospitality Properties, Inc. (NYSE: RHP) from $100 to $115. Raymond James analyst William Crow maintained an Outperform rating. Ryman Hospitality...
Via
Benzinga
Discover Stock Pops 23% In A Month. Strength Rating Climbs.
↗
June 07, 2023
The upgrade comes after Discover stock closed higher four of the past five days and trades above both its 50-day average and its 200-day.
Via
Investor's Business Daily
Toast Stock Shows Market Leadership With Jump To 93 RS Rating
↗
June 06, 2023
On Tuesday, payment processor Toast stock got an upgrade to its Relative Strength (RS) Rating, from 89 to 93.
Via
Investor's Business Daily
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