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Preferred Custodian Settlement
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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
MARKET RESEARCH
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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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Google Leads Five S&P 500 Stocks Near Buy Points
↗
November 25, 2023
Four of the stocks tripped up after earnings, but quickly bounced back.
Via
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3 Eco-Tourism Stocks to Take Advantage of the Conscious Traveler Trend
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November 21, 2023
Invest in eco-tourism stocks leading the conscious travel movement offering healthy long-term upside potential.
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$1000 Invested In Marriott Intl 15 Years Ago Would Be Worth This Much Today
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November 20, 2023
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Monday Is Your Last Chance To Buy Marriott Intl Before The Dividend Payout
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November 16, 2023
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Airbnb Joins Marriott And Booking With Its Latest Results Showing Travel Demand Is Going Strong
↗
November 08, 2023
Last week, Airbnb Inc (NASDAQ: ABNB) reported its third quarter results, topping revenue estimates but falling short on guidance for the undergoing quarter. Airbnb shares slipped about 3% in...
Via
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$1000 Invested In Marriott Intl 20 Years Ago Would Be Worth This Much Today
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November 03, 2023
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Hotel Brand Marriott Tightens Annual EPS Forecast; Records 12% Topline Growth In Q3
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November 02, 2023
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Check Out What Whales Are Doing With MAR
↗
October 19, 2023
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3 Retirement Stocks That Are Paying Dividends Monthly
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November 08, 2023
Retired investors looking for a regular and reliable source of income should look at these retirement stocks that pay monthly dividends.
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
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Shift To Virtual Meetings Declines, Boosting Hotel Industry Outlook: Morgan Stanley
↗
November 06, 2023
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Via
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Art 4 Peace Awards Hosts a Remarkable Event Recognizing Global Peace Efforts -World News Network
November 05, 2023
Via
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Treasuries, Stocks Extend Gains Following Fed Meeting As Apple, Jobs Report Loom
↗
November 02, 2023
(Thursday market open) The World Series is over, but Wall Street remains in the thick of this week’s triple play of a Fed meeting, Apple (NASDAQ: AAPL) earnings and Friday’s October jobs report. So...
Via
Benzinga
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What 15 Analyst Ratings Have To Say About Marriott Intl
↗
October 16, 2023
Via
Benzinga
US Stocks On Track For Solid Start Amid Lingering Fed Optimism: Traders Eye Earnings From Market Bellwether Apple
↗
November 02, 2023
After the Federal Reserve‘s decision, the stock market rally is poised to gain momentum on Thursday, with stock futures indicating an uptick.
Via
Benzinga
Topics
Economy
Buy and Hold These 3 High-Yielding Dividend Stocks for Long-Term Gains
↗
November 01, 2023
High-yielding dividend stocks aren’t as attractive in this higher interest-rate environment. Here are three to consider for the long term.
Via
InvestorPlace
2 tech stocks insisting the hospitality industry is still strong
October 30, 2023
The post-pandemic pent-up demand for airline travel may be normalizing, but there still may be some upside for two dining and entertainment stocks
Via
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How Is The Market Feeling About Marriott Intl?
↗
October 16, 2023
Via
Benzinga
Check Out What Whales Are Doing With MAR
↗
October 13, 2023
Via
Benzinga
IBD's 100 Best ESG Companies For 2023
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October 27, 2023
The companies on our list combine high sustainability scores and top stock ratings.
Via
Investor's Business Daily
Amid Economic Uncertainty, Businesses Are Looking For Services That Help Drive Growth – Givex Can Help
↗
October 23, 2023
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Via
Benzinga
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A Detailed Look At Givex Corp’s Expanding Global Presence
October 20, 2023
--News Direct--
Via
News Direct
Is the Revenge Travel Boom Starting to Fizzle Out?
October 20, 2023
As post-pandemic "revenge travel" slows, airline stocks feel the impact. Major carriers see three-month declines, and budget airlines are slashing fares
Via
MarketBeat
A Detailed Look At Givex Corp's Expanding Global Presence
↗
October 19, 2023
Givex Corp. (OTCQX: GIVXF) (TSX: GIVX) is a comprehensive cloud-based global customer engagement and business insights platform.
Via
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
October 18, 2023
Via
Benzinga
Extended Stay Hotel Market May See a Big Move : Hyatt, Wyndham Hotel Group, Extended Stay America, Candlewood Suites
October 17, 2023
Extended Stay Hotel Market Trends
Via
SBWire
Hyatt Hotels Earning Analysts Love, Buy The Dip?
October 17, 2023
The world of hotel stocks has declared its favorite child, this darling stocks is passing all tests with flying colors, beating the likes of Airbnb and peers
Via
MarketBeat
7 Consumer Discretionary Stocks Outpacing the Market’s Slumps
↗
October 11, 2023
Explore these seven consumer discretionary stocks to buy amidst a possible soft economic landings and subtle optimism.
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Rule Breaker Investing's "Market Cap Game Show" Rolls On
↗
October 07, 2023
This episode required a tiebreaker.
Via
The Motley Fool
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