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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
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Yum Brands
(NY:
YUM
)
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Updated: 7:00 PM EDT, Jul 30, 2026
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Ranked: The Top 10 U.S. Pizza Chains By Market Share
↗
June 23, 2024
About 3 billion pizzas are sold annually in the United States. In 2022, pizza restaurant sales in the U.S. reached an all-time high of $46.9 billion, an increase of roughly $10 billion compared to just...
Via
Talk Markets
3 Best Stocks to Buy for Investors Building a Brands Portfolio: 2024 Edition
↗
June 19, 2024
The best brand stocks in this context aren’t the ones most investors would consider for their portfolios but they should deliver nonetheless.
Via
InvestorPlace
Why Xponential Fitness Stock Skyrocketed Today
↗
June 17, 2024
Its founder left the company last month, but he was just replaced with a great hire.
Via
The Motley Fool
Chipotle's Stock Split Is Almost Here: Time to Buy Now Before It Happens?
↗
June 16, 2024
The Mexican fast-casual chain is heading toward an unusual 50-to-1 stock split.
Via
The Motley Fool
The Dividend Dignitaries: 3 Stocks That Will Bring Prestige to Your Income Portfolio
↗
June 15, 2024
The following dividend stocks are great value picks with catalysts for income investors seeking some timely plays.
Via
InvestorPlace
How Is The Market Feeling About Yum Brands?
↗
May 16, 2024
Via
Benzinga
Wendy's Is A 'Show Me' Story, Goldman Sachs Analyst Says: Fast Food Joints Like Chipotle, Domino's Are Still Hot
↗
June 13, 2024
Mixed results for restaurant company stocks in 2024, Goldman Sachs analyst optimistic about prominent brands in today's price tailwind environment.
Via
Benzinga
3 Stocks to Sell Now Before Macro Pressures Hit
↗
June 13, 2024
These are the three best stocks to sell to avid the effects of growing macroeconomic pressures on your portfolio.
Via
InvestorPlace
Here's Why Analysts Boosted Walmart Stock's Valuation
June 13, 2024
After Walmart delivered double-digit growth last quarter, analysts at HSBC think the stock's ceiling could be higher than its recent all-time high
Via
MarketBeat
Topics
Economy
The Real Reason Yum! Brands Is Outperforming McDonald's Stock
June 13, 2024
Corporate greed may have taken over Mcdonald's stock this cycle, which is why markets prefer to reward Yum! Brands instead.
Via
MarketBeat
What 1 CEO Learned From Buffett, Schultz, and Others
↗
June 07, 2024
David Novak knows something about how leaders learn.
Via
The Motley Fool
VeeCon 2024 Speakers Announced: X CEO Linda Yaccarino, Content Creator Khaby Lame, Gary Vee Among Special Guests To Appear At Festival That Combines Business, Pop Culture, Web3
↗
May 29, 2024
For the third straight year, serial entrepreneur and VeeFriends founder Gary Vaynerchuk (aka Gary Vee) will host an annual conference that combines elements of business, pop culture
Via
Benzinga
3 Sorry Restaurant Stocks to Sell in May While You Still Can
↗
May 29, 2024
Investors will want to avoid three restaurants struggling with declining sales, as well as increasing costs and competition.
Via
InvestorPlace
5 Stocks to Buy on Monster Q1 Earnings
↗
May 29, 2024
These stocks to buy all knocked it out of the park in Q1. Better yet, they are positioned for more growth ahead in 2024.
Via
InvestorPlace
Is Chipotle Stock a Buy Ahead of Its Stock Split?
↗
May 29, 2024
The company's expansion plans and use of digital channels are delivering impressive business performance.
Via
The Motley Fool
Food Also Points To Slowing Personal Consumption
↗
May 27, 2024
It’s not just durable goods that have recently seen revisions lower. The four graphs below show significant downward revisions to the BLS payroll data, manufacturing new orders, industrial production,...
Via
Talk Markets
Active Learners Cut Through Noise And Get Promoted Fast
↗
May 24, 2024
Devouring data can be strangely comforting. But it's also hard to crawl out.
Via
Investor's Business Daily
McDonald's, KFC Bearing Brunt Of Boycotts In Asia, Middle East Amid Israel-Gaza Conflict
↗
May 24, 2024
The boycotts, fueled by the perceived association of these brands with Israel, have led to a significant drop in sales for McDonald's and KFC in Muslim-majority countries.
Via
Benzinga
Breakup Bonus? 3 Large-Cap Stocks Ripe for a Spinoff
↗
May 22, 2024
Many investors like to invest in special situations, such as spinoff stock candidates, because they often add value for shareholders.
Via
InvestorPlace
Goldman Sachs, Yum! Brands And 2 Other Stocks Insiders Are Selling
↗
May 21, 2024
Via
Benzinga
Storm Shelter: 7 Safe Haven Stocks to Batten Down the Hatches
↗
May 17, 2024
With the market potentially posing some challenges, investors may find comfort in considering these safe haven stocks to buy.
Via
InvestorPlace
Yum! Brands, Inc. Declares Quarterly Dividend of $0.67 Per Share and Announces Authorization of up to $2.0 Billion in Share Repurchases
May 15, 2024
From
Yum! Brands, Inc.
Via
Business Wire
EL Pollo Loco Is a Fire Grilled Franchise with a Growing Runway
May 15, 2024
Quick-service Mexican chicken restaurant operator El Pollo Loco Holdings Inc. (NASDAQ: LOCO) specializes in the flame-grilled, citrus-marinated
Via
MarketBeat
Starbucks' Sales Slump Due To Social Media Boycott, Says Analyst
↗
May 13, 2024
Discover why BofA Securities' Sara Senatore stands firm with a Buy rating on Starbucks Corp despite Q2 FY24 sales collapse. Dive into the analyst's perspective on the unexpected impact of social media...
Via
Benzinga
Earning(s) The Consumer’s Trust
↗
May 11, 2024
Sometimes, earnings season provides clarity to the economic outlook. Sometimes, it does not. This earnings season is a bit of both. A confused and perplexing U.S. consumer is one of the more obvious...
Via
Talk Markets
The 3 Best Bargain Stocks to Buy in May 2024
↗
May 09, 2024
There are several types of bargain stocks for investors to consider. Here are the three best bargain stocks to buy now.
Via
InvestorPlace
Markets In A Minute - "A Lack Of Further Progress"
↗
May 07, 2024
May's FOMC meeting left the Fed Funds Rate unchanged. JOLTS showed fewer job openings with increased layoffs. April's job report disappointed, adding only 175k jobs and seeing higher unemployment....
Via
Talk Markets
Topics
Economy
Workforce
Chevron, Yum! Brands And 2 Other Stocks Insiders Are Selling
↗
May 07, 2024
Via
Benzinga
Should Investors Take a Bite of McDonald's and Buy the Stock After Its Q1 Earnings Report?
↗
May 06, 2024
Or could the stock face the same fate as Starbucks in coming quarters?
Via
The Motley Fool
The 7 Best Long-Term Stocks to Buy for Exponential Gains: Q2 Edition
↗
May 03, 2024
These long-term stocks have the potential to deliver exponential gains and form a solid core for any portfolio, even amidst market turbulence.
Via
InvestorPlace
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