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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
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Client Information
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Macy's
(NY:
M
)
18.09
UNCHANGED
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Updated: 7:00 PM EDT, Mar 31, 2026
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Bret Taylor's AI Startup Sierra Hits $4.5B Valuation Just A Year After Launch: OpenAI Chair's Latest Venture Towers Over These Century-Old Brands
↗
October 29, 2024
Sierra, the AI startup co-founded by former Salesforce co-CEO Bret Taylor, reached a valuation of $4.5 billion after raising $175 million in a recent funding round, positioning it as a leading AI...
Via
Benzinga
Topics
Artificial Intelligence
Macy’s Unveils Holiday 2024 Campaign Starring Acclaimed Actress Alison Brie as the “Macy’s Gift Guide”
October 28, 2024
From
Macy’s
Via
Business Wire
Macy’s, Inc. Board of Directors Declares Quarterly Dividend
October 25, 2024
From
Macy's, Inc.
Via
Business Wire
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
October 21, 2024
Via
Benzinga
Macy's and Disney Celebrate Magic and Legacy with a New Holiday Collaboration and the Balloon Debut of Minnie Mouse at the Macy’s Thanksgiving Day Parade®
October 17, 2024
From
Macy's
Via
Business Wire
Holiday Heat: Dollar General And Macy's Unveil Holiday Strategies
↗
October 15, 2024
Dollar General and Macy's reveal their holiday strategies with new promotions as e-commerce sales are projected to rise.
Via
Benzinga
Experience the Magic of Holidays With Macy’s: Your Ultimate Holiday Guide to Gift Giving and Celebration
October 15, 2024
From
Macy’s
Via
Business Wire
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
October 11, 2024
Via
Benzinga
1 Growth Stock Down 26% to Buy Right Now
↗
October 06, 2024
Consumers might be tightening their purse strings, but they're also willing to make some exceptions to their cost-cutting.
Via
The Motley Fool
Levi Strauss Is Proof That Denim Is As Fashionable As Ever
↗
October 04, 2024
On Wednesday, Levi Strauss & Co (NYSE: LEVI) issued a mixed quarterly report. While the iconic denim brand is doing great as far as its namesake brand and Beyond Yoga are concerned, but its Dockers...
Via
Benzinga
Macy’s and Toys“R”Us® Announce Geoffrey’s Hot Toy List for the 2024 Holiday Season
September 26, 2024
From
Macy's
Via
Business Wire
Holiday Opportunity: Macy's Plans To Hire 31,500 Seasonal Workers
↗
September 20, 2024
Macy's, Inc. is hiring 31,500 seasonal positions for the holiday season at its stores and distribution centers. Quick online application process available.
Via
Benzinga
Macy’s, Inc. Gears Up to Hire for More Than 31,500 Seasonal Positions to Deliver Joyful Holiday Shopping Experiences
September 19, 2024
From
Macy’s, Inc.
Via
Business Wire
Macy’s, Inc. Announces Early Tender Results of Debt Tender Offer
September 18, 2024
From
Macy’s, Inc.
Via
Business Wire
Morgan Stanley Names Arm Holdings a Top Pick: Here's Why
September 12, 2024
Morgan Stanley's bullish outlook on Arm Holdings has sparked investor interest and propelled the stock's recent surge.
Via
MarketBeat
Topics
Artificial Intelligence
Macy’s Launches Mode of One, a New Contemporary Menswear Brand, Strengthening Fashion Leadership in Private Brands
September 12, 2024
From
Macy’s
Via
Business Wire
Macy’s, Inc. Announces Debt Tender Offer
September 04, 2024
From
Macy’s, Inc.
Via
Business Wire
Nordstrom’s Winning Formula: 3 Factors Behind the Stock’s Success
September 04, 2024
It’s a tale of 2 retail department stores on the opposite ends of the financial spectrum. Nordstrom Inc. (NYSE: JWN) stock is trading up 21% year-to-date
Via
MarketBeat
Stocks Going Ex Dividend In September 2024
↗
August 31, 2024
This article lists a short list of some of the many stocks going ex-dividend during the next month, which can be helpful for traders and investors interested in the stock trading technique known as...
Via
Talk Markets
Gold Hits Record High As Dollar Slides Further; Powell Says Time For Policy Adjustment
↗
August 26, 2024
Stocks and bonds consolidated after big moves this month, waiting to hear more from Chairman Powell. Gold was able to push to a new all-time high this week.
Via
Talk Markets
Topics
Bonds
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
August 26, 2024
Via
Benzinga
This Week: Gold Hits Record High As Dollar Slides Further; Powell Says Time For Policy Adjustment
↗
August 23, 2024
Stocks consolidated this week after enjoying their best performance of the year last week.
Via
Talk Markets
Why Macy's Stock Plummeted by Nearly 10% This Week
↗
August 23, 2024
Guidance cuts didn't do the company any favors with investors.
Via
The Motley Fool
Macy’s, Inc. Board of Directors Declares Quarterly Dividend
August 23, 2024
From
Macy's, Inc.
Via
Business Wire
Macy’s, Inc. to Participate at the Goldman Sachs 31st Annual Global Retailing Conference
August 22, 2024
From
Macy’s, Inc.
Via
Business Wire
Macy's Strong Earnings Tempered By Weak Sales, But Analysts See 'Green Shoots' Emerging
↗
August 22, 2024
Macy's delivers an earnings beat but same-store sales decline. Analysts cut price targets but express optimism around a sequential improvement.
Via
Benzinga
Topics
Earnings
Toll Brothers To Rally Around 19%? Here Are 10 Top Analyst Forecasts For Thursday
↗
August 22, 2024
Via
Benzinga
Job Market Revised Down 800,000 (Payroll Crash)
↗
August 22, 2024
Was Macy's the latest victim of the strong labor market? That doesn't make sense, of course, and now the government data has been revised massively lower to better align what really happened last year...
Via
Talk Markets
S&P 500, Nasdaq Surge After Fed Minutes Point To Likely Rate Cut In September: Fear & Greed Index Remains In 'Neutral' Zone
↗
August 22, 2024
Via
Benzinga
Topics
Economy
Stocks
Is The Consumer OK? What We Know From Retailers About Spending In 2024
↗
August 21, 2024
Today's consumer is "willing to shop when they find that right combination of fashion and newness at the right price," one retail exec said.
Via
Benzinga
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