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home
about us
Investment Approach
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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
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H World Group Limited - American Depositary Shares
(NQ:
HTHT
)
47.99
+0.94 (+2.00%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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A Closer Look at 5 Analyst Recommendations For H World Group
↗
April 19, 2024
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's After-Market Session
↗
April 02, 2024
Via
Benzinga
Shangri-la Finds New Life In Tourism Industry Rebound
↗
April 02, 2024
Key Takeaways: Shangri-la earned a profit of $184 million last year and distributed a dividend of HK$0.15 per share to celebrate its return to the black after three years of losses The Hong Kong-listed...
Via
Benzinga
H World Group Limited Announces Put Right Notification for 3.00% Convertible Senior Notes due 2026
April 01, 2024
From
H World Group Limited
Via
GlobeNewswire
Earnings Preview: H World Group
↗
March 19, 2024
Via
Benzinga
How Is The Market Feeling About H World Group?
↗
March 18, 2024
Via
Benzinga
Looking Into H World Group's Recent Short Interest
↗
February 29, 2024
Via
Benzinga
Earnings Outlook For H World Group
↗
November 23, 2023
Via
Benzinga
HTHT Stock Earnings: H World Group Misses EPS, Beats Revenue for Q4 2023
↗
March 20, 2024
HTHT stock results show that H World Group missed analyst estimates for earnings per share but beat on revenue for the fourth quarter of 2023.
Via
InvestorPlace
H World Group Limited Reports Fourth Quarter and Full Year of 2023 Unaudited Financial Results
March 20, 2024
From
H World Group Limited
Via
GlobeNewswire
Earnings Scheduled For March 20, 2024
↗
March 20, 2024
Companies Reporting Before The Bell • UP Fintech Holding (NASDAQ:TIGR) is expected to report quarterly earnings at $0.07 per share on revenue of $207.00 million.
Via
Benzinga
H World Group Earnings Preview
↗
August 23, 2023
Via
Benzinga
H World Group Limited Schedules Fourth Quarter and Full Year of 2023 Earnings Release on March 20, 2024
March 08, 2024
From
H World Group Limited
Via
GlobeNewswire
Delonix's New Marriott Tie-Up Hints At Re-Listing Attempt Post-Pandemic
↗
January 26, 2024
Key Takeaways: Delonix announced a new tie-up with Marriott to bring the U.S. hotel giant’s young Tribute Portfolio brand of independent, boutique-style hotels to China The move could signal Delonix...
Via
Benzinga
Why Hotel Owner H World Shares Are Falling Premarket Monday
↗
January 22, 2024
H World Group reveals Q4 FY23 preliminary results for Hotel Operations, boasting a 40.8% YoY surge in same-hotel RevPAR and strong growth in ADR. The Legacy-Huazhu business sees a 120% RevPAR recovery...
Via
Benzinga
H World Group Limited Announces Preliminary Results for Hotel Operations in the Fourth Quarter and the Full Year of 2023
January 22, 2024
From
H World Group Limited
Via
GlobeNewswire
9 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
↗
January 10, 2024
Via
Benzinga
H World Group Limited Announces the Change of Officers
January 02, 2024
From
H World Group Limited
Via
GlobeNewswire
H World Group Limited Announces Cash Dividend
November 29, 2023
From
H World Group Limited
Via
GlobeNewswire
Chinese Hotel Management Company H World's Q3 Sales Jump, Thanks To Summer Holiday Travel Season & Business Travel Recovery
↗
November 24, 2023
H World Group Ltd (NASDAQ: HTHT) reported third-quarter FY23 sales growth of 53.6% year-on-year to RMB6.3 billion ($861 million),
Via
Benzinga
H World Group Limited Reports Third Quarter of 2023 Unaudited Financial Results
November 24, 2023
From
H World Group Limited
Via
GlobeNewswire
Earnings Scheduled For November 24, 2023
↗
November 24, 2023
Companies Reporting Before The Bell • H World Group (NASDAQ:HTHT) is expected to report quarterly earnings at $0.43 per share on revenue of $800.19 million.
Via
Benzinga
Walmart, Best Buy And 3 Stocks To Watch Heading Into Friday
↗
November 24, 2023
With U.S. stock futures trading mixed this morning on Friday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Investor Sentiment Improves As US Stocks Record Gains
↗
November 24, 2023
The CNN Money Fear and Greed index showed an improvement in overall market sentiment, while the index remained in the "Greed" zone on Wednesday. U.S. stocks closed higher on Wednesday, as yield on the...
Via
Benzinga
H World Group Limited Schedules Third Quarter of 2023 Earnings Release on November 24, 2023
November 10, 2023
From
H World Group Limited
Via
GlobeNewswire
H World Group Limited Announces Preliminary Results for Hotel Operations in the Third Quarter of 2023
October 20, 2023
From
H World Group Limited
Via
GlobeNewswire
H World Group Limited Reports Second Quarter and Interim of 2023 Unaudited Financial Results
August 24, 2023
From
H World Group Limited
Via
GlobeNewswire
Napco Security Technologies And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
August 21, 2023
U.S. stock futures traded higher this morning on Monday. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
H World Group Limited Provides Updated Information regarding the Announcement of 2023 Second Quarter and Interim Financial Results
August 15, 2023
From
H World Group Limited
Via
GlobeNewswire
H World Group Limited Schedules Second Quarter and Interim of 2023 Earnings Release on August 24, 2023
August 10, 2023
From
H World Group Limited
Via
GlobeNewswire
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