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home
about us
Investment Approach
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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
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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The FDA Is Set To Ban Juul Products In U.S.: What Companies Could Benefit?
↗
June 22, 2022
The U.S.
Via
Benzinga
Altria Stock Dives As This Decision Threatens To Vaporize Juul Investment
↗
June 22, 2022
Altria stock slid 8% on Wednesday on a report that the FDA is planning to order Juul to pull its e-cigarettes off the market.
Via
Investor's Business Daily
How About Reducing Nicotine Levels In Tobacco Products? Biden Administration Working On Cap Plan
↗
June 22, 2022
The Biden administration signaled that it would develop a proposed rule to establish a maximum nicotine level to reduce the addictiveness of cigarettes and certain other combusted tobacco products. The...
Via
Benzinga
Overvaluation Is An Obvious Mistake That Can And Should Be Avoided
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May 26, 2022
Massive overvaluation is vulnerable to even the hint of bad news. Almost any negative catalyst can cause havoc to the stock price.
Via
Talk Markets
Nicotine Surges as Smoking Sags
May 24, 2022
Via
Investor Brand Network
Nicotine Surges as Smoking Sags
May 24, 2022
NetworkNewsWire Editorial Coverage New York, NY – May 24, 2022 – Seems like yesterday people were smoking cigarettes everywhere; many people still have memories of Grandpa puffing on his Camels. It...
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5 Oversold Blue-Chip Stocks to Buy Right Now
↗
May 20, 2022
Oversold blue-chip stocks offer an attractive entry point for the long-term and pay a nice dividend to smooth out the ride.
Via
InvestorPlace
6 High-Yield Dividend Stocks To Buy And Hold In A Volatile Market
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May 16, 2022
During periods of stock market weakness, investors can still generate yield from high-quality dividend stocks. The Federal Reserve has already raised interest rates by 0.75% so far in 2022, but there...
Via
Benzinga
27 Recession-Resistant Stocks To Look At Now
↗
May 09, 2022
When we enter a period of economic uncertainty, the phrase "recession-proof stocks" is tossed about, but really the only certainty is that recession-proof stocks do not...
Via
Benzinga
Tobacco Stocks Are the Best Way To Invest In the Cannabis Sector
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May 05, 2022
Perhaps one or more of these less volatile and financially sound major tobacco stocks warrant your consideration.
Via
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Tobacco Stocks News: Why Are MO, PM, BTI Stocks in the Spotlight Today?
↗
April 28, 2022
Tobacco stocks are rising today but investors should be wary of the pending ban on menthol products from Capitol Hill. Here's what to know.
Via
InvestorPlace
Could Biden Extinguish Tobacco Stocks With This Regulation?
↗
April 28, 2022
The U.S. government could be speeding up a plan to ban menthol cigarettes, according to a new report. Here’s the new timeline and two stocks that could be affected. What...
Via
Benzinga
7 Global Stocks to Buy for Aggressive Investors
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April 22, 2022
Expanding your horizon isn’t just culturally beneficial but also potentially financially advantageous as well.
Via
InvestorPlace
4 Out Of 5 Marijuana Stock Categories Kept Falling, Week Ending April 14
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April 16, 2022
Our five categories are performing quite differently from each other. The most diversified currently fares best.
Via
Talk Markets
Morning Brief: Top Stories Dominating Financial Media on Wednesday, March 30
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March 30, 2022
Reuters Carrefour Aims To Install EV Charging Stations French retail giant Carrefour (OTC: CRRFY) is planning to install electric vehicle charging stations in its hypermarkets,...
Via
Benzinga
Philip Morris, British American Tobacco At Loggerheads As The Industry Evolves
↗
March 30, 2022
Philip Morris International Inc (NYSE: PM) and British American Tobacco PLC (NYSE: BTI) migrated from simple cigarettes to high-tech, rechargeable gadgets as...
Via
Benzinga
Tobacco Stocks News: Why Are MO, PM, BTI Stocks in the Spotlight Today?
↗
March 28, 2022
Tobacco stocks are in focus today as a number of cigarette makers fall on reports that Walmart will halt cigarette sales in some stores.
Via
InvestorPlace
These 7 Cannabis Stocks May Be Underappreciated As Market Continues To Rebound
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March 28, 2022
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Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 24, 2022
↗
March 24, 2022
Upgrades For iRobot Corp (NASDAQ:IRBT), Northland Capital Markets upgraded the previous rating of Market Perform to Outperform. In the fourth quarter, iRobot showed an EPS of $1....
Via
Benzinga
7 Hot Foreign Stocks to Buy Now Despite Global Volatility
↗
March 04, 2022
These are seven of the leading foreign stocks to invest in now. BTI, HIMX, STM, TM, and more can make great investments.
Via
InvestorPlace
7 Most Undervalued Stocks to Buy in March 2022
↗
March 01, 2022
Undervalued stocks are likely to rally in in the new month. Here are seven stocks with strong fundamentals, healthy dividend yields and a low-beta.
Via
InvestorPlace
7 New ETFs To Consider if You Want To Play Today’s Top Trends
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February 22, 2022
These recently-launched ETFs offer diversification as well as the opportunity to benefit from the emerging industries and trends.
Via
InvestorPlace
Are Sin Stocks The Answer To Beating Inflation In 2022?
↗
February 22, 2022
As inflation around the world runs red hot and central banks mull the prospect of interest rate hikes, so-called sin stocks meet many of the requirements that investors look for during such uncertain...
Via
Talk Markets
UK High Yield Dividend Aristocrats 2022
↗
February 19, 2022
The UK High Yield Dividend Aristocrats 2022 are UK stocks that have increased or maintained their dividend for at least ten consecutive years. However, that fact alone does not qualify a stock as an UK...
Via
Talk Markets
7 Hot Stocks That Show No Signs of Cooling Off
↗
February 17, 2022
Inflation and rising interest rates have caused a massive market rotation. These hot stocks are taking advantage of new market opportunities.
Via
InvestorPlace
British American Tobacco Industries Climbs To Annual-High Share Price
↗
February 14, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
British American Tobacco Industries (BTI) Climbs to Annual-High Share Price
February 14, 2022
Via
Investor Brand Network
British American Tobacco Industries (BTI) Climbs to Annual-High Share Price
February 14, 2022
Via
Investor Brand Network
It’s Mission Impossible For The Fed
↗
February 12, 2022
This video covers topics such as consumer sentiment looking gloomy, value stocks becoming momentum stocks, and seeing the worst inflation numbers.
Via
Talk Markets
Benzinga Interview: Organigram CEO Beena Goldenberg Discusses Company Performance And Canadian Cannabis Market
↗
February 11, 2022
OrganiGram Holdings Inc (NASDAQ: OGI) (TSE: OGI) CEO Beena Goldenberg recently spoke with Benzinga to discuss the company's ongoing growth and Q2 success.
Via
Benzinga
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