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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
Featured Quarterly Newsletter
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Dollar General
(NY:
DG
)
119.51
+1.95 (+1.66%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 26, 2026
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Navigating the Currents: Mixed Economic Signals Challenge Market Outlook
August 29, 2025
The U.S. economy presented a complex tableau in the second quarter of 2025, with an array of mixed indicators painting a nuanced picture for investors and policymakers alike. An upward revision of...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Dollar General Analysts Point To Value Shoppers, Execution Strength As Guidance Rises
↗
August 29, 2025
Dollar General's Q2 results beat expectations, but stock still tanked. Analysts maintain ratings, raise price targets. Shares down 3.01% at $108.20.
Via
Benzinga
Dollar General (DG) Q2 2025 Earnings Call Transcript
↗
August 29, 2025
Via
The Motley Fool
Topics
Earnings
Dollar Tree To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Friday
↗
August 29, 2025
Via
Benzinga
Why Are Best Buy And Dollar General Stocks Rising Premarket?
↗
August 28, 2025
Via
Stocktwits
Dollar General Analysts Boost Their Forecasts After Stronger-Than-Expected Q2 Earnings
↗
August 29, 2025
Via
Benzinga
Stock Market Today: Dow, Nasdaq, S&P 500 Futures Tumble Ahead Of PCE Data—Dell, Marvell, Alibaba Earnings In Focus
↗
August 29, 2025
U.S. stock futures dropped on Friday following Thursday's positive moves. Futures of major benchmark indices were trading lower.
Via
Benzinga
Topics
Stocks
My 3 Favorite Stocks to Buy Right Now
↗
August 29, 2025
These three consumer names have a lot of growth ahead.
Via
The Motley Fool
S&P 500 Settles Over 6,500: Investor Sentiment Improves Further, Fear Index Remains In 'Greed' Zone
↗
August 29, 2025
The CNN Money Fear and Greed index showed improved market sentiment, while U.S. stocks closed higher and GDP growth was revised up.
Via
Benzinga
Topics
Stocks
DG Q2 Deep Dive: Margin Gains, Remodel Initiatives, and Digital Expansion Shape Outlook
August 29, 2025
Discount retailer Dollar General (NYSE:DG) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 5.1% year on year to $10.73 billion. Its GAAP profit of $1.86 per share was 18.7% above...
Via
StockStory
Stock Market Today: Markets Extend Rally as Economic Momentum Spurs Broad-Based Gains
↗
August 28, 2025
U.S. stocks advanced broadly amid stronger-than-expected GDP growth and sector strength, despite diverging corporate results.
Via
The Motley Fool
Topics
Economy
Stocks
S&P 500 Breaks New Records But Nvidia Misses The Party: What's Moving Markets Thursday?
↗
August 28, 2025
The S&P 500 extended its spectacular rally to fresh record highs on Thursday, even as its most influential stock, Nvidia Corp.
Via
Benzinga
Topics
Stocks
These S&P500 stocks have an unusual volume in today's session
↗
August 28, 2025
Let's take a look at the S&P500 stocks that are experiencing unusual volume in today's session.
Via
Chartmill
Nasdaq Surges 100 Points; Dollar General Earnings Beat Views
↗
August 28, 2025
Via
Benzinga
Topics
Earnings
Dollar General Q2 Sales Up 5 Percent
↗
August 28, 2025
Via
The Motley Fool
22 Analysts Assess Dollar General: What You Need To Know
↗
August 28, 2025
Via
Benzinga
Dollar General Lifts Outlook While CEO Warns Tariffs Already Pushing Prices Up
↗
August 28, 2025
Dollar General stock jumps after Q2 EPS and revenue beat forecasts, with the retailer raising its 2025 sales and earnings outlook.
Via
Benzinga
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
↗
August 28, 2025
Wondering what's happening in today's pre-market session? Stay tuned for the latest updates on S&P500 stock movements.
Via
Chartmill
Don't Discount These Retailers As Several Report Accelerating Earnings Growth
↗
August 28, 2025
Five Below, Burlington Stores and Ollie's Bargain Outlet reported strong earnings.
Via
Investor's Business Daily
Dollar General Corp (NYSE:DG) Q2 Earnings Beat Estimates, Raises Full-Year Guidance
↗
August 28, 2025
Dollar General (DG) Q2 earnings beat estimates with EPS of $1.86. Revenue of $10.7B slightly missed views. The company raised its full-year guidance on strong operational improvements.
Via
Chartmill
Topics
Earnings
Nvidia Declines Pre-Market As Wall Street Digests Results: SNOW, HPQ, DG, MRVL, DELL Among Stocks To Watch
↗
August 28, 2025
Via
Stocktwits
Dollar General’s (NYSE:DG) Q2: Beats On Revenue, Stock Soars
August 28, 2025
Discount retailer Dollar General (NYSE:DG) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 5.1% year on year to $10.73 billion. Its GAAP profit of $1.86 per share...
Via
StockStory
Dollar General Corporation Reports Second Quarter 2025 Results
August 28, 2025
From
Dollar General Corporation
Via
Business Wire
Stock Market Today: Nvidia Drags Down Nasdaq Futures—Dollar General, Dell, Best Buy In Focus
↗
August 28, 2025
U.S. stock futures were swinging on Thursday following Wednesday's advances. Futures of major benchmark indices were largely mixed.
Via
Benzinga
Walmart Stands Tall in a Rocky Retail Environment
↗
August 28, 2025
The flood of reports from retail companies tells us a lot about consumer spending. Plus the market is once again buying into meme stocks and SPACs. Is this time different?
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
World Trade
Earnings Scheduled For August 28, 2025
↗
August 28, 2025
Via
Benzinga
Dow Futures Rise Ahead Of Inflation Data, But Nvidia Drags Tech — Strategist Warns Not To Bet On A September Fed Rate Cut Just Yet
↗
August 28, 2025
Investors pushed down Nvidia’s stock in overnight hours despite the artificial intelligence chip giant’s second-quarter beat and positive outlook.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
S&P 500 Hits Record High: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone
↗
August 28, 2025
U.S. stocks closed higher, with Dow Jones and S&P 500 hitting new highs. Fear & Greed index improved to 61.9, but remained in Greed zone.
Via
Benzinga
Topics
Stocks
Nvidia, Dollar General And 3 Stocks To Watch Heading Into Thursday
↗
August 28, 2025
Stock futures trading mixed this morning on Thursday. Expect quarterly earnings from Dollar General, Nvidia, Best Buy, Five Below, and Dell.
Via
Benzinga
Consumer Health Falters: A Looming Shadow Over the Stock Market
August 27, 2025
The bedrock of the U.S. economy, consumer spending, is showing concerning cracks, raising red flags for investors and economists alike. A confluence of a softening labor market and declining consumer...
Via
MarketMinute
Topics
Economy
Supply Chain
World Trade
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