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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
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Event Schedule
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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
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RH Common Stock
(NY:
RH
)
134.07
+0.05 (+0.04%)
Official Closing Price
Updated: 7:00 PM EDT, Sep 11, 2026
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Q3 Earnings Roundup: Sleep Number (NASDAQ:SNBR) And The Rest Of The Home Furniture Retailer Segment
February 21, 2025
Let’s dig into the relative performance of Sleep Number (NASDAQ:SNBR) and its peers as we unravel the now-completed Q3 home furniture retailer earnings season.
Via
StockStory
Q3 Earnings Outperformers: Lowe's (NYSE:LOW) And The Rest Of The Home Furnishing and Improvement Retail Stocks
February 18, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Lowe's (NYSE:LOW) and the best and worst...
Via
StockStory
Q3 Rundown: RH (NYSE:RH) Vs Other Home Furniture Retailer Stocks
February 18, 2025
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the home furniture retailer industry, including RH (NYSE:RH) and its peers.
Via
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
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February 17, 2025
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3 Reasons to Buy RH Stock Like There's No Tomorrow
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February 01, 2025
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Peering Into RH's Recent Short Interest
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January 27, 2025
Via
Benzinga
RH Unveils 2025 Outdoor Sourcebook With Over 40 Exclusive Collections by Acclaimed Designers From Around the World
February 07, 2025
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2 Brilliant Stocks to Buy With $500 Right Now
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February 07, 2025
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Spotting Winners: Arhaus (NASDAQ:ARHS) And Home Furniture Retailer Stocks In Q3
February 07, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Arhaus (NASDAQ:ARHS) and its peers.
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3 Unstoppable Stocks That Could Turn $1,000 Into $5,000 by 2035
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February 01, 2025
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This Coca-Cola Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday
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January 30, 2025
Via
Benzinga
Q3 Rundown: Floor And Decor (NYSE:FND) Vs Other Home Furnishing and Improvement Retail Stocks
January 29, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Floor And Decor (NYSE:FND) and...
Via
StockStory
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
January 20, 2025
Via
Benzinga
RH Is Poised For 'Positive Inflection' In 2025 Earnings: Analyst
↗
January 13, 2025
Morgan Stanley upgrades RH to Overweight with $530 price target, citing positive inflection and long-term fundamentals.
Via
Benzinga
Tesla To Rally Around 9%? Here Are 10 Top Analyst Forecasts For Monday
↗
January 13, 2025
Via
Benzinga
This Caterpillar Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday
↗
January 13, 2025
Via
Benzinga
Warby Parker, RH, Bath & Body Works Are 'Stocks With Potential,' Analyst Says
↗
December 25, 2024
Telsey Advisory Group analyst Dana Telsey on Tuesday provided an overview of which consumer sectors were the best performers in the third-quarter and highlighted some "stocks with potential."
Via
Benzinga
RH Demand Soars In December: Analyst Predicts Big Moves In 2025
↗
December 19, 2024
RH reported Q3 earnings miss but raised guidance. Demand trends have been better than expected, leading to market share gains and an upgrade by analyst Cristina Fernández.
Via
Benzinga
Topics
Earnings
AT&T To Rally More Than 33%? Here Are 10 Top Analyst Forecasts For Thursday
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December 19, 2024
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This Zoom Communications Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday
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December 19, 2024
Via
Benzinga
RH Announces the Opening of RH Interior Design Palm Desert
December 18, 2024
From
RH
Via
Business Wire
RH Unveils RH Montecito, The Gallery at The Old Firehouse
December 17, 2024
From
RH
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Business Wire
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
December 16, 2024
Via
Benzinga
Dow Eyes Worst Losing Streak Since 2018
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December 16, 2024
The Nasdaq Composite is up triple digits midday, hitting fresh record highs as it looks to build off a fourth-straight weekly win.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Tesla To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Monday
↗
December 16, 2024
Via
Benzinga
Walgreens Boots Alliance, Alaska Air And RH Are Among Top Mid-Cap Gainers Last Week (December 9-13): Are The Others In Your Portfolio?
↗
December 15, 2024
These 10 mid-cap stocks performed well last week. Are they in your portfolio? PDCO, NAMS, WBA, NVCR, RH, PTVE, CRK, RNW, ALK, STVN.
Via
Benzinga
Wall Street Retreats As Treasuries Suffer Worst Week In Over A Year, Broadcom Soars, Bitcoin Rebounds: What's Driving Markets Friday?
↗
December 13, 2024
The U.S. stock market experienced subdued price action on Friday as investors adopted a cautious stance following disappointing inflation data earlier in the week and in anticipation of the Federal...
Via
Benzinga
Topics
Economy
RH Unveils Its Largest Gallery in the World, RH Newport Beach
December 16, 2024
From
RH
Via
Business Wire
Gold Down Over 1%; Inovio Pharmaceuticals Shares Plummet
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December 13, 2024
Via
Benzinga
RH (RH) Stock Trades Up, Here Is Why
December 13, 2024
Shares of luxury furniture retailer RH (NYSE:RH) jumped 19.4% in the pre-market session after the company reported strong third-quarter results. It was great to see RH raise its full-year revenue and...
Via
StockStory
Topics
Economy
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