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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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Philip Morris International
(NY:
PM
)
182.95
+4.46 (+2.50%)
Official Closing Price
Updated: 6:30 PM EDT, Jun 10, 2026
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Big Tobacco's Latest $86.8 Million Cannabis Investment Signals Growing Industry Influence
↗
March 05, 2025
British American Tobacco finalizes a C$124.6M investment in Organigram, reinforcing big tobacco's stake in cannabis.
Via
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Cannabis
Beverages, Alcohol, and Tobacco Stocks Q4 In Review: MGP Ingredients (NASDAQ:MGPI) Vs Peers
March 05, 2025
Let’s dig into the relative performance of MGP Ingredients (NASDAQ:MGPI) and its peers as we unravel the now-completed Q4 beverages, alcohol, and tobacco earnings season.
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Tech Sector Hammered As Trump's Tariff Plans Spark Market Selloff: Nvidia, ARM, Super Micro Lead Tech Bloodbath
↗
March 04, 2025
U.S. markets suffered a steep selloff Monday as President Donald Trump announced sweeping new tariffs, extending last week's losses and driving declines across all major sectors.
Via
Benzinga
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Government
World Trade
Peering Into Philip Morris Intl's Recent Short Interest
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February 24, 2025
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Decoding Philip Morris Intl's Options Activity: What's the Big Picture?
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February 21, 2025
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Philip Morris Intl's Options: A Look at What the Big Money is Thinking
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February 14, 2025
Via
Benzinga
Philip Morris Considers Selling US Cigar Business As It Pushes Towards Smoke-Free Products: Bloomberg
↗
March 03, 2025
Philip Morris is considering selling its U.S. cigar business for over $1 billion as it shifts toward smoke-free products. The company aims for smoke-free sales to reach two-thirds of its revenue by...
Via
Benzinga
These Vanguard ETFs Show Where the Smart Money Is Moving Now
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March 03, 2025
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This Ultra-High Dividend Stock Is Approaching an 8% Yield: Does That Make It a Buy Right Now?
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March 02, 2025
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These Consumer Staples Shine Amid Market Turmoil
February 27, 2025
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Billionaire Stephen Mandel Slashed His Stake in 2 Cutting-Edge Artificial Intelligence (AI) Stocks in 2024 and Piled Into a Smoking-Hot High-Yield Dividend Payer Instead
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February 25, 2025
Lone Pine Capital's billionaire chief is cashing in some of his chips in two market-leading tech stocks in favor of a time-tested business with a 3.5% yield.
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February 25, 2025
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Keurig Dr Pepper Earnings: What To Look For From KDP
February 24, 2025
Beverage company Keurig Dr Pepper (NASDAQ:KDP) will be reporting earnings tomorrow morning. Here’s what to expect.
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February 22, 2025
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Philip Morris International Presents at 2025 CAGNY Conference; Reaffirms 2025 Full-Year Forecast
February 19, 2025
From
Philip Morris International
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Celsius (CELH) Q4 Earnings: What To Expect
February 19, 2025
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Global Trade, Tariffs, AI Investments, Nicotine Pouches, and More
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February 18, 2025
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Artificial Intelligence
Philip Morris International Shares Surge as Transformation Continues. Is It Too Late to Buy the Stock?
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February 12, 2025
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The Motley Fool
Zyn Changed Nicotine Forever - Are Cannabis Pouches The Next Big Thing?
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February 12, 2025
Cannabis pouches emerge as an alternative to smoking, but can they match Zyn's success? Experts weigh in on market potential & Big Tobacco's role.
Via
Benzinga
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Cannabis
Philip Morris International to Present at 2025 CAGNY Conference
February 12, 2025
From
Philip Morris International
Via
Business Wire
Molson Coors (TAP) Q4 Earnings: What To Expect
February 12, 2025
Beer company Molson Coors (NYSE:TAP) will be announcing earnings results tomorrow before the bell. Here’s what to expect.
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Coca-Cola (KO) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 10, 2025
Beverage company Coca-Cola (NYSE:KO) will be announcing earnings results tomorrow morning. Here’s what to look for.
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2 Stocks to Shield Your Portfolio from AI and Tech Froth
February 10, 2025
With fears of market froth, especially among many tech and AI names, these stocks can provide diversification from technological risks.
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Why Philip Morris (PM) Stock Is Up Today
February 06, 2025
Shares of tobacco company Philip Morris International (NYSE:PM) jumped 10.5% in the afternoon session after the company reported strong fourth-quarter results that beat analysts' revenue expectations,...
Via
StockStory
Philip Morris International (PM) Q4 2024 Earnings Call Transcript
↗
February 06, 2025
PM earnings call for the period ending December 31, 2024.
Via
The Motley Fool
Topics
Earnings
Which S&P500 stocks are moving on Thursday?
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February 06, 2025
Let's have a look at what is happening on the US markets in the middle of the day on Thursday. Below you can find the top S&P500 gainers and losers in today's session.
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Stocks Edge Higher, Bank Giants Rally, Palantir Skyrockets: What's Driving Markets Thursday?
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February 06, 2025
It's a mixed session on Wall Street, with major indices struggling for direction as investors hold their breath ahead of a key jobs report set for Friday morning. The S&P 500 and the Nasdaq 100 edged...
Via
Benzinga
Topics
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