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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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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
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Winmark Corporation - Common Stock
(NQ:
WINA
)
387.62
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 9, 2026
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The "Motley Fool Money" Half-Year Review
↗
July 06, 2023
The stock market has rebounded significantly from its 2022 lows.
Via
The Motley Fool
7 Overvalued Stocks to Avoid Amid a Tricky Boom-Bust Cycle
↗
June 19, 2023
While the market may be on a hot streak, some companies have gotten too hot, particularly these overvalued stocks to avoid.
Via
InvestorPlace
Winmark Corp. (NASDAQ: WINA) Sets New 52-Week High in Thursday Session
April 20, 2023
Via
Investor Brand Network
Winmark Corporation Announces Increase in Cash Dividend
April 19, 2023
From
Winmark Corporation
Via
Business Wire
The Twitter-Elon Musk Deal Takes Some More Turns
↗
October 08, 2022
And we've got a small-cap franchisor of resale stores for you to consider: Winmark.
Via
The Motley Fool
Winmark Hikes Dividend By 55%
↗
April 13, 2022
Winmark Corp (NASDAQ: WINA) Board of Directors has approved an increase in its regular quarterly cash dividend to $0.70 per share, representing a 55% hike. The...
Via
Benzinga
Winmark Corporation Announces First Quarter Results
April 19, 2023
From
Winmark Corporation
Via
Business Wire
Where Gen Z Is Putting Their and Their Parents' Money
↗
April 15, 2023
Plus two health trends to watch: connected fitness and pickleball.
Via
The Motley Fool
This Still-Young Stock Is A Favorite Among Big Investors
April 13, 2023
Academy Sports is among retailers rallying and showing strong profitability, even as the pandemic-era appetite for other leisure products wanes.
Via
MarketBeat
Topics
Economy
History Suggests These Under-the-Radar Dividend Stocks Are Perfect to Buy and Hold Forever
↗
April 05, 2023
Despite their sleepy-sounding operations, these businesses are ideal for investors to buy and hold for the long term.
Via
The Motley Fool
Winmark Corporation Appoints New Board Member
March 01, 2023
From
Winmark Corporation
Via
Business Wire
Winmark Corporation Announces Year End Results
March 01, 2023
From
Winmark Corporation
Via
Business Wire
Zillow Moves On From iBuying
↗
February 25, 2023
Plus a reminder for investors not to overlook companies that aren't big names.
Via
The Motley Fool
Winmark Corporation Announces Quarterly Cash Dividend
January 25, 2023
From
Winmark Corporation
Via
Business Wire
City Gear Retailer Hibbett Stock Flashing Renewed Technical Strength
↗
December 01, 2022
Hibbett stock saw a welcome improvement to its Relative Strength (RS) Rating on Thursday, rising from 83 to 91.
Via
Investor's Business Daily
Winmark Corporation Appoints New Board Member
November 16, 2022
From
Winmark Corporation
Via
Business Wire
These 3 Dividend Payers Are Outpacing the S&P 500
↗
November 09, 2022
In a down year for the market, these three dividend stocks are topping the S&P 500.
Via
The Motley Fool
Winmark Corporation Announces Quarterly Cash Dividend and Special Dividend
October 12, 2022
From
Winmark Corporation
Via
Business Wire
Winmark Corporation Announces Third Quarter Results
October 12, 2022
From
Winmark Corporation
Via
Business Wire
Dick's Stock Warming Up, Joins Group Of High Achievers
↗
August 18, 2022
Dick's stock slid to a 63.45 intraday low on May 25 amid the early 2022 bear market. It's risen steadily, and traded around 110 Thursday.
Via
Investor's Business Daily
Winmark Corporation Announces Governance Changes
August 03, 2022
From
Winmark Corporation
Via
Business Wire
Academy Sports Stock Had Long Run; Can It Get Second Wind?
↗
July 18, 2022
Academy Sports stock earns the No. 1 rank, leading the 14 companies in the Retail-Leisure Products industry group.
Via
Investor's Business Daily
Winmark Corporation Announces Quarterly Cash Dividend
July 13, 2022
From
Winmark Corporation
Via
Business Wire
Winmark Corporation Announces Second Quarter Results
July 13, 2022
From
Winmark Corporation
Via
Business Wire
Winmark Corporation Announces Addition of Play It Again Sports Franchised Locations
June 14, 2022
From
Winmark Corporation
Via
Business Wire
Winmark Corporation Announces Increase in Cash Dividend
April 13, 2022
From
Winmark Corporation
Via
Business Wire
Winmark Corporation Announces First Quarter Results
April 13, 2022
From
Winmark Corporation
Via
Business Wire
This Stock Is Flashing Strength: Time To Jump Into Pool?
↗
March 21, 2022
Pools' RS upgrade is notable because research shows the stocks that go on to make the biggest gains often have an 80 or better RS Rating.
Via
Investor's Business Daily
Winmark Corporation Announces Year End Results
February 23, 2022
From
Winmark Corporation
Via
Business Wire
7 of the Top Franchise Stocks to Buy Now
↗
January 31, 2022
As the market's volatility continues, franchise stocks might be one of the best under-the-radar categories for investors to make money.
Via
InvestorPlace
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