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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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Bath & Body Works, Inc.
(NY:
BBWI
)
24.48
+0.55 (+2.30%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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Stocks Edge Higher After Court Stifles Trump Tariffs, Nvidia Rallies To 3-Month Highs, Bitcoin Dips Below $107K: What's Driving Markets Thursday?
May 29, 2025
Wall Street hovered slightly higher by midday Thursday, giving up a chunk of strong overnight gains in futures markets that were triggered by a federal court ruling suspending a large portion of...
Via
Benzinga
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Bath & Body Works Beats Q1 Estimates, Reaffirms Outlook As New CEO Steps In
May 29, 2025
Bath & Body Works (BBWI) shares rose in premarket after reporting Q1 fiscal 2025 results, with sales up 2.9%, EPS beating estimates, and reaffirmed outlook.
Via
Benzinga
Bath and Body Works (NYSE:BBWI) Reports Q1 In Line With Expectations
May 29, 2025
Personal care and home fragrance retailer Bath & Body Works (NYSE:BBWI) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 2.9% year on year to $1.42 billion. On the other hand, next...
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Insights into Bath & Body Works's Upcoming Earnings
May 28, 2025
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Looking Into Bath & Body Works's Recent Short Interest
April 16, 2025
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Looking Into Bath & Body Works's Recent Short Interest
March 12, 2025
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Earnings Scheduled For May 29, 2025
May 29, 2025
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9 Consumer Discretionary Stocks With Whale Alerts In Today's Session
May 26, 2025
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These Analysts Boost Their Forecasts On Bath & Body Works
May 20, 2025
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Bath & Body Works Names Former Nike Executive Daniel Heaf As New CEO
May 19, 2025
Heaf was previously Nike’s chief strategy and transformation officer, but his position was eliminated as part of CEO Elliot Hill's transformation efforts.
Via
Stocktwits
BATH & BODY WORKS INC (NYSE:BBWI) – A Potentially Undervalued Stock Worth Considering
May 14, 2025
BATH & BODY WORKS INC (NYSE:BBWI) appears undervalued with strong profitability and reasonable financial health, making it a potential candidate for value investors.
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Chartmill
BATH & BODY WORKS INC (NYSE:BBWI): A Potential Undervalued Opportunity
May 01, 2025
BATH & BODY WORKS INC (NYSE:BBWI): A Potential Undervalued Opportunity
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Q4 Earnings Review: Specialty Retail Stocks Led by Sportsman's Warehouse (NASDAQ:SPWH)
April 18, 2025
Let’s dig into the relative performance of Sportsman's Warehouse (NASDAQ:SPWH) and its peers as we unravel the now-completed Q4 specialty retail earnings season.
Via
StockStory
1 Value Stock with Solid Fundamentals and 2 to Approach with Caution
April 16, 2025
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued...
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Consumers Go Discount As Tariff Pressures Mount, Warns Analyst
April 14, 2025
Retail sector momentum is building as some global brands show improving visibility, while diversified specialty retailers benefit from operational gains and product mix strength.
Via
Benzinga
Bath & Body Works Stock Upgraded By Piper Sandler On Strong Brand Interest, Attractive Share Price: Retail Investors Very Interested
April 13, 2025
The brand was a popular choice for fragrances among teenagers in the U.S., according to a Piper Sandler survey.
Via
Stocktwits
A Look Back at Specialty Retail Stocks’ Q4 Earnings: GameStop (NYSE:GME) Vs The Rest Of The Pack
April 11, 2025
Looking back on specialty retail stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including GameStop (NYSE:GME) and its peers.
Via
StockStory
Q4 Earnings Highlights: Dick's (NYSE:DKS) Vs The Rest Of The Specialty Retail Stocks
April 10, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Dick's (NYSE:DKS) and its peers.
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This Apple Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Wednesday
April 09, 2025
Via
Benzinga
Goldman Sachs Warns Tariffs Will Hit Apparel And Home Furnishings Hardest, Highlights Most Exposed Stocks
April 03, 2025
Goldman Sachs analyst Brooke Roach warns that U.S. tariff hikes will significantly impact retail, with China's tariff rate soaring to 54% and key sourcing nations like Vietnam (46%) and Cambodia (49%)...
Via
Benzinga
Topics
World Trade
3 Consumer Stocks Skating on Thin Ice
April 01, 2025
Retailers are evolving to meet the expectations of modern, tech-savvy shoppers. Still, secular trends are working against their favor as e-commerce continues to take share from brick and mortars. This...
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StockStory
Topics
Stocks
Goldman Sees Bath & Body Works Valuation As Highly Attractive, Remains Bullish
March 26, 2025
Goldman Sachs analyst Kate McShane maintains a Buy rating on Bath & Body Works with a price target of $49. The company's Disney Princess collaboration boosted app downloads by 42% year-over-year,...
Via
Benzinga
1 Small-Cap Stock to Target This Week and 2 to Ignore
March 14, 2025
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
Via
StockStory
3 Companies Buying Back Stock—Why It Matters
March 12, 2025
These insiders have been buying back stock lately, meaning their stock prices might be lower today, posing additional upside potential.
Via
MarketBeat
Dan Loeb Pulls Plug On Bath & Body Works Stake As Sales Decline
March 11, 2025
Dan Loeb, founder of Third Point, sold his stake in Bath & Body Works in Q4 2024. He previously cut his stake in Q3, Q2, and Q1 of 2024.
Via
Benzinga
What To Expect From Best Buy’s (BBY) Q4 Earnings
March 03, 2025
Electronics retailer Best Buy (NYSE:BBY) will be reporting results tomorrow before market hours. Here’s what you need to know.
Via
StockStory
Bath & Body Works Stock Rises On Analyst Upgrade Citing Innovation, Improving Home Fragrance Market: Retail Stays Bullish
March 03, 2025
Citi upgraded Bath & Body Works from ‘Neutral’ to ‘Buy’ following the company’s post-earnings share sell-off
Via
Stocktwits
Wall Street's Top 10 Stock Calls This Week - Saturday, March 1
March 01, 2025
Via
Talk Markets
Topics
Stocks / Equities
This Li Auto Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
February 28, 2025
Via
Benzinga
Bath & Body Works Beats Q4, Guidance Disappoints: Analyst Says 2025 Performance Vulnerable To China Tariffs
February 28, 2025
Bath & Body Works stock rose slightly after reporting Q4 results. JPMorgan and Telsey maintain buy ratings with price targets of $47 and $43, respectively
Via
Benzinga
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