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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
April 04, 2024
Via
Benzinga
The 3 Best Cruise Stocks to Buy in April 2024
↗
April 04, 2024
It’s been smooth sailing again for some of the best cruise stocks to buy in April. Here are some of the top ones to buy.
Via
InvestorPlace
Three Travel Stocks To Pay For Your Next Trip
↗
April 02, 2024
Let’s take a look at three of my favorite travel stocks in today’s market.
Via
Talk Markets
Is Now the Time for Investors to Buy Toast Stock?
↗
March 31, 2024
Toast has been growing rapidly in the last few years.
Via
The Motley Fool
First Class Ticket to Wealth: 3 Unstoppable Growth Stocks to Buy in March
↗
March 28, 2024
With the stock market continuing to make new record highs, these top three unstoppable growth stocks to buy in March are set to soar in 2024!
Via
InvestorPlace
If You Invested $1000 In This Stock 15 Years Ago, You Would Have $14,000 Today
↗
March 28, 2024
Via
Benzinga
Peering Into Marriott Intl's Recent Short Interest
↗
March 15, 2024
Via
Benzinga
Here's How Much You Would Have Made Owning Marriott Intl Stock In The Last 5 Years
↗
March 12, 2024
Via
Benzinga
Marriott International Inc. (NASDAQ: MAR) Climbs to New 52-Week High
March 22, 2024
Via
Investor Brand Network
Bitcoin Breakout Buddies: Top 3 Stocks to Sync With the Soaring OG Crypto
↗
March 14, 2024
Crypto-related stocks Riot Platforms, Marathon Digital and MicroStrategy are leading the charge alongside Bitcoin's meteoric rise.
Via
InvestorPlace
The Blue-Chip Advantage: 7 Stocks for Investors Who Play to Win
↗
March 14, 2024
These blue-chip stocks offer a value-based alternative to the Fabulous Four stocks carrying the current market rally.
Via
InvestorPlace
The 3 Most Undervalued Travel Stocks to Buy in March 2024
↗
March 13, 2024
Even if the soft landing gets a little bumpy, you may be glad you invested in these undervalued travel stocks.
Via
InvestorPlace
The Top 3 Travel Stocks to Buy in March 2024
↗
March 07, 2024
These top travel stocks to buy boast a dominant market share amid improved economic prospects and a reinvigorated global tourism market.
Via
InvestorPlace
$100 Invested In This Stock 15 Years Ago Would Be Worth $1,900 Today
↗
February 26, 2024
Via
Benzinga
(MAR) - Analyzing Marriott Intl's Short Interest
↗
February 22, 2024
Via
Benzinga
Why Marriott International Shares Are Falling Today
↗
February 13, 2024
Marriott International beats Q4 EPS estimates but misses revenue expectations, resulting in a decline in share price.
Via
Benzinga
Hyatt Hotels Surges on the Leisure and Business Travel Boom
March 04, 2024
Global hospitality company Hyatt Hotels shares are surging to all-time highs riding the travel boom, with shares trading up 21% year-to-date
Via
MarketBeat
Carvana, Alaska Air And 2 Other Stocks Insiders Are Selling
↗
March 01, 2024
The Nasdaq 100 closed higher by around 1% on Thursday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
7 Travel Stocks Primed for Takeoff in 2024
↗
February 29, 2024
Charting a course through inflationary headwinds, these trailblazing travel stocks are gearing up for a landmark year in 2024.
Via
InvestorPlace
Intuitive Machines, Marriott International And 2 Other Stocks Insiders Are Selling
↗
February 26, 2024
The Nasdaq 100 closed lower by around 0.4% on Friday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
7 Monthly Dividend Stocks for Your February Buy List
↗
February 22, 2024
If you’re retired and need your investment portfolio to provide an income stream, you'll want to find the best monthly dividend stocks.
Via
InvestorPlace
Slow and Steady: 3 Stocks Targeting 50% Growth by 2030
↗
February 21, 2024
With investors constantly on the chase for the next big thing, now is a great time to consider the best steady growth stocks to buy in 2024.
Via
InvestorPlace
Stock Market Rally Handles Hot Inflation: Weekly Review
↗
February 16, 2024
The key indexes are still near 52-week or all-time highs.
Via
Investor's Business Daily
Airbnb Still Isn't Threatened By Marriott And Hilton
↗
February 16, 2024
Marriott International, Inc. (NASDAQ: MAR) is the world’s largest hotelier.
Via
Benzinga
Truist Securities Maintains Hold Rating for Marriott Intl: Here's What You Need To Know
↗
February 14, 2024
Via
Benzinga
Nasdaq Down Over 2%; Marriott Earnings Top Views
↗
February 13, 2024
U.S. stocks traded lower toward the end of trading, with the Dow Jones index dipping over 700 points on Tuesday. The Dow traded down 1.81% to 38,096.28 while the NASDAQ fell 2.13% to 15,603.71. The S&P...
Via
Benzinga
Topics
Stocks
Markets Tumble, VIX Up 8% On Hot Inflation Data, Dollar, Yields Jump As Traders Unwind Rate Cut Bets: What's Driving Markets Tuesday?
↗
February 13, 2024
Wall Street witnessed one of the worst sessions since the beginning of the year, with widespread declines across the board as stocks were hit by the impact of a higher-than-expected inflation report.
Via
Benzinga
Topics
Economy
Stocks
Nasdaq, S&P 500 Set For Weaker Open As Traders Keep Eyes Peeled On Inflation Data: Analyst Flags Key CPI Report Item To Watch
↗
February 13, 2024
Despite the Fed rhetoric about the inflation fight being still on, the central bank will likely cut rates this year, an analyst said.
Via
Benzinga
Topics
Economy
Stocks
Earnings Scheduled For February 13, 2024
↗
February 13, 2024
Companies Reporting Before The Bell • LCI Indus (NYSE:LCII) is likely to report quarterly earnings at $0.18 per share on revenue of $838.27 million.
Via
Benzinga
Fear & Greed Index Remains In 'Extreme Greed' Zone Ahead Of Inflation Data; Dow Hits Record high
↗
February 13, 2024
The CNN Money Fear and Greed index remained in the "Extreme Greed" zone on Monday. U.S. stocks closed mixed on Monday, with the Dow Jones index climbing to a fresh high during the session.
Via
Benzinga
Topics
Economy
Stocks
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