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home
about us
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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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RSVP-Signup Form
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Costco Wholesale
(NQ:
COST
)
1,008.79
-3.27 (-0.32%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 8, 2026
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The Great Beef Squeeze: Record Cattle Futures and a Border Reopening Define 2026 Markets
January 20, 2026
The United States livestock market is currently navigating an unprecedented landscape of record-high prices and historic supply scarcity. As of January 20, 2026, live cattle futures have surged to...
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If You'd Invested $1,000 in Costco Stock 20 Years Ago, Here's How Much You'd Have Today
↗
January 20, 2026
Costco has been a reliable market beater, even though it trailed the market last year.
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Vanguad vs. iShares: Which Consumer Staples ETF Reigns Supreme, VDC or KXI?
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January 19, 2026
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Invesco vs. iShares: Which Consumer Staples ETF Is Better for Investors, PBJ or KXI?
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January 19, 2026
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Bond Yields Retreat: 10-Year Treasury Slips Below 4.15% as Inflation Cools and Retail Sales Hold Firm
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The Bullseye at a Crossroads: Navigating Target’s Identity Crisis and Operational Overhaul
January 19, 2026
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1 Cash-Producing Stock on Our Watchlist and 2 We Question
January 18, 2026
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
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My 3 Favorite Stocks to Buy Right Now
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January 18, 2026
The consumer space still has attractive growth stocks trading a reasonable valuations.
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Can Costco Stock Reach $1,000 in 2026?
↗
January 17, 2026
Costco's shares have performed well over the long term.
Via
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Consumer Staples ETFs: XLP Focuses on Domestic Stocks, While KXI Offers International Exposure
↗
January 17, 2026
Explore how cost, yield, and diversification set these two consumer staples ETFs apart for investors seeking defensive exposure.
Via
The Motley Fool
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KXI vs. IYK: KXI Has More International Holdings, But IYK Has a Higher Dividend Yield
↗
January 17, 2026
Explore how portfolio breadth, yield, and sector focus set these two consumer staples ETFs apart for globally minded investors.
Via
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Costco Switches Food Court Back to Coke After Decade With Pepsi
↗
January 17, 2026
Costco has ended its decade-long relationship with PepsiCo, choosing instead to return to stocking its food courts with products from Coca-Cola.
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MarketBeat Week in Review – 01/12 - 01/16
↗
January 17, 2026
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The Best Dividend Stocks to Buy With $5,000 Right Now
↗
January 17, 2026
These consumer names could experience a significant stock recovery, along with continued dividend growth.
Via
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If You Invested $1000 In Costco Wholesale Stock 20 Years Ago, You Would Have This Much Today
↗
January 16, 2026
Via
Benzinga
Why Selling Costco and 3 Other Unusually Active Puts Could Save You From Overpaying
January 16, 2026
Among the unusually active put options on Thursday were four overvalued stocks, including Costco, a favourite among buy-and-hold investors. Given that markets are generally considered pricey, selling...
Via
Barchart.com
JPMorgan Shares Stumble 4% on Q4 Miss as Apple Card Transition Costs Bite
January 16, 2026
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MarketMinute
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US Jobless Claims Fall to 198,000: Navigating the 'No Hire, No Fire' Economy
January 16, 2026
In a data release that has left economists both impressed and uneasy, the U.S. Department of Labor reported on Thursday that initial jobless claims for the week ending January 10, 2026, fell to a...
Via
MarketMinute
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Immigration
Target (TGT) at a Crossroads: Deep-Dive into the ‘Tar-zhay’ Reset and 2026 Outlook
January 16, 2026
As of January 16, 2026, Target Corporation (NYSE: TGT) finds itself at a pivotal crossroads. Long celebrated as the "cheap chic" darling of American retail, Target is currently navigating a period of...
Via
Finterra
Topics
Artificial Intelligence
Data Breach
Earnings
1 Consumer Stock I'd Be Comfortable Holding for 20 Years: Costco, Coca-Cola, or Walmart?
↗
January 16, 2026
Of these three consumer stocks, this longtime Warren Buffett favorite has the far more certain path to solid returns.
Via
The Motley Fool
Have $1,000? 3 Consumer Stocks to Buy and Hold for the Next 10 Years: Costco, Coca-Cola, and Amazon.
↗
January 16, 2026
These three companies are stalwarts and industry leaders with proven track records.
Via
The Motley Fool
Topics
Economy
Costco Really Wants Its Gold Star Members to Upgrade to Executive Status, and It's Dangling 3 Specific Perks to Entice Them
↗
January 16, 2026
A controversial new perk is really hitting home with Costco's highest-tier cardholders.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Reasons Long-Term Investors Keep Coming Back to Costco Stock
↗
January 15, 2026
It has an evergreen retail model.
Via
The Motley Fool
These 3 Blue Chip Dividend Stocks Are Trading Near Their 52-Week Lows
↗
January 15, 2026
The stocks have been raising their payouts for years and have solid underlying businesses.
Via
The Motley Fool
Costco Wholesale Corporation Announces Quarterly Cash Dividend
January 15, 2026
From
Costco Wholesale Corporation
Via
GlobeNewswire
Constitutional Crossroads: Wall Street on Edge as SCOTUS Weighs Presidential Tariff Power
January 15, 2026
As of January 15, 2026, the global financial community is held in a state of suspended animation. The U.S. Supreme Court is on the precipice of delivering a verdict in Learning Resources, Inc. v....
Via
MarketMinute
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Economy
Government
World Trade
Judicial Reckoning: Supreme Court Prepared to Rule on Executive Tariff Authority as Trade Sectors Brace for Impact
January 14, 2026
As the calendar turns to mid-January 2026, the global trade landscape sits on the precipice of a seismic shift. The U.S. Supreme Court is currently deliberating on a series of landmark cases that could...
Via
MarketMinute
Topics
Economy
Government
Lawsuit
The Consumer Defiance: How a $1 Trillion Holiday Season Anchored the ‘Goldilocks’ Economy
January 14, 2026
In a stunning display of economic resilience, U.S. retail sales surged past consensus estimates in the closing months of 2025, effectively cementing a "soft landing" scenario as the calendar turns to...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Costco Finally Breaks Out: Is There Still Time to Buy?
↗
January 14, 2026
Via
MarketBeat
Inflation Deceleration Meets a 'Hawkish Pause': What the December CPI Means for the Fed's 2026 Path
January 14, 2026
The latest inflation data has arrived, offering a nuanced picture of the American economy as it enters a pivotal year. On January 13, 2026, the Bureau of Labor Statistics released the Consumer Price...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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