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home
about us
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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
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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
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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
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O'Reilly Automotive
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Updated: 4:00 PM EDT, May 22, 2026
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This Is What Whales Are Betting On O'Reilly Automotive
↗
October 19, 2023
Via
Benzinga
AutoZone Stock — All-Weather Investment Shows Market Leadership
↗
October 18, 2023
The upgraded 83 RS Rating shows that AutoZone stock is in the top 17% of all stocks for price performance this past year.
Via
Investor's Business Daily
Gabelli Funds 47th Annual Auto Symposium October 30th and October 31st
October 17, 2023
From
Gabelli Funds
Via
GlobeNewswire
$100 Invested In This Stock 10 Years Ago Would Be Worth $700 Today
↗
October 13, 2023
Via
Benzinga
Where O'Reilly Automotive Stands With Analysts
↗
October 06, 2023
Via
Benzinga
(ORLY) - Analyzing O'Reilly Automotive's Short Interest
↗
October 03, 2023
Via
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $7,200 Today
↗
September 27, 2023
Via
Benzinga
If You Invested $10,000 in Advance Auto Parts in 2018, This Is How Much You Would Have Today
↗
October 13, 2023
This business clearly demonstrates that not all investments work out as planned.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For October 10, 2023
↗
October 10, 2023
Via
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1 Magnificent Nasdaq-100 Stock to Buy and Hold Forever
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October 10, 2023
This untraditional Nasdaq-100 stock is up more than 600% over the last decade.
Via
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The Pros Got It Wrong: 7 Stocks to Buy Despite Recent Downgrades
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October 10, 2023
In the past week, these seven stocks have received analyst downgrades, but here's why each one remains a buy.
Via
InvestorPlace
8 Analysts Have This to Say About O'Reilly Automotive
↗
September 08, 2023
Via
Benzinga
Peering Into O'Reilly Automotive's Recent Short Interest
↗
September 07, 2023
Via
Benzinga
Oppenheimer Analyst Downgrades AutoZone And This Stock With 'Tide Turning For Auto Parts'
↗
October 06, 2023
While O'Reilly Automotive Inc (NASDAQ: ORLY) is preparing to report results later this month, AutoZone Inc (NYSE: AZO) had various
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 6, 2023
↗
October 06, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 5, 2023
↗
October 05, 2023
Via
Benzinga
O’Reilly Automotive Inc. (NASDAQ: ORLY) is a Leading Gainer in 10/5 Morning Trading
October 05, 2023
Via
Investor Brand Network
Topics
Supply Chain
O'Reilly Automotive To Rally 16%? Here Are 10 Other Analyst Forecasts For Thursday
↗
October 05, 2023
Truist Securities cut the price target for Best Buy Co., Inc. (NYSE: BBY) from $80 to $74. Truist Securities analyst Scot Ciccarelli maintained a Hold rating. Best Buy shares fell 0.7% to $68.10 in...
Via
Benzinga
Why Shares in Advance Auto Parts Slumped in September
↗
October 03, 2023
A credit rating downgrade and ongoing questions over the company's strategy hampered the stock recently.
Via
The Motley Fool
UAW Strike 2023: 7 Stocks That Could Actually Benefit From the Disruption
↗
September 26, 2023
The UAW strike is a headwind for the 'Detroit Three,' but it may prove to be a tailwind for these seven automotive stocks.
Via
InvestorPlace
AutoZone Tops Expectations But Continues To Struggle On The Home Front
↗
September 20, 2023
On Tuesday, AutoZone, Inc.
Via
Benzinga
Why Auto Parts Retailers Are Heading in Different Directions
September 20, 2023
There are many factors affecting stock performance for U.S. auto parts retailers - and some are dealing with these factors better than others
Via
MarketBeat
Topics
Economy
Is Advance Auto Parts Stock a Buy?
↗
September 15, 2023
Investors have a lot to think about before adding this retailer to their portfolios.
Via
The Motley Fool
AutoZone Stock Near All-Time High; Gets Rating Upgrade
↗
September 11, 2023
AutoZone boasts a near-perfect 97 Earnings Per Share Rating, on strong profit growth. AutoZone stock is up five of the last six trading days.
Via
Investor's Business Daily
Here's How Much $100 Invested In O'Reilly Automotive 10 Years Ago Would Be Worth Today
↗
September 11, 2023
Via
Benzinga
Gabelli Funds to Host 47th Annual Automotive Symposium at The Encore at Wynn, Las Vegas, Nevada
September 11, 2023
From
Gabelli Funds
Via
GlobeNewswire
Why O'REILLY AUTOMOTIVE INC (NASDAQ:ORLY) should be investigated by quality investors.
↗
September 06, 2023
Should you consider O'REILLY AUTOMOTIVE INC (NASDAQ:ORLY) for quality investing?
Via
Chartmill
AutoZone Stock Hit All-Time High In May. Ready For Another Run?
↗
August 31, 2023
AutoZone stock got a rating upgrade Thursday. The auto parts retailer also boasts a near-perfect 97 Earnings Per Share Rating.
Via
Investor's Business Daily
Here's How Much You Would Have Made Owning O'Reilly Automotive Stock In The Last 15 Years
↗
August 31, 2023
Via
Benzinga
Revving Up for Success: Is Advance Auto Parts a Must-Buy Value Stock Now?
↗
August 31, 2023
The stock is in value territory, and management is talking about imminent improvement in its operational performance.
Via
The Motley Fool
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