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home
about us
Investment Approach
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Market Analysis Summary
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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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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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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
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Thomson Reuters Corporation
(NY:
TRI
)
176.52
UNCHANGED
Last Price
Updated: 7:00 PM EST, Feb 24, 2025
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All News about Thomson Reuters Corporation
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Thomson Reuters On Acquisition Spree: Buys World Business Media In The Insurance Arena
↗
January 17, 2024
Thomson Reuters acquires World Business Media, expanding (re)insurance coverage. The move aligns with their strategy to offer valuable insights and services to a broader customer base.
Via
Benzinga
Thomson Reuters Proposes $627M Bid To Buy E-Invoicing Company Pagero, Outbidding Vertex's Offer
↗
January 11, 2024
Via
Benzinga
The Stealth Wealth Portfolio: 3 Stocks Flying Under the Radar
↗
January 04, 2024
Investors looking for stocks that consistently outperform the market should look in the direction of these securities.
Via
InvestorPlace
$100 Invested In Thomson Reuters 5 Years Ago Would Be Worth This Much Today
↗
January 03, 2024
Via
Benzinga
Thomson Reuters Corp. (NYSE: TRI) Climbs to New 52-Week High
December 28, 2023
Via
Investor Brand Network
Stock Market Rally Is In Merry Mood Heading Into Christmas Weekend: Weekly Review
↗
December 22, 2023
Despite a Wednesday tumble, the major indexes are right at 2023 highs.
Via
Investor's Business Daily
$100 Invested In Thomson Reuters 5 Years Ago Would Be Worth This Much Today
↗
December 22, 2023
Via
Benzinga
Thomson Reuters Corp. (NYSE: TRI) Sets New 52-Week High in Wednesday Session
December 13, 2023
Via
Investor Brand Network
Thomson Reuters Corp. (NYSE: TRI) Sets New 52-Week High in Wednesday Session
December 06, 2023
Via
Investor Brand Network
Here's How Much $100 Invested In Thomson Reuters 5 Years Ago Would Be Worth Today
↗
December 05, 2023
Via
Benzinga
$1000 Invested In Thomson Reuters 5 Years Ago Would Be Worth This Much Today
↗
November 21, 2023
Via
Benzinga
What 4 Analyst Ratings Have To Say About Thomson Reuters
↗
November 07, 2023
Via
Benzinga
Thomson Reuters Stock, An AI Play Closing In On Key Benchmark, Gets Rating Upgrade
↗
November 03, 2023
Among its other ratings, Thomson Reuters stock has a strong 93 Composite Rating and a best-possible 99 Earnings Per Share Rating.
Via
Investor's Business Daily
Topics
Artificial Intelligence
$100 Invested In This Stock 10 Years Ago Would Be Worth $300 Today
↗
November 02, 2023
Via
Benzinga
Thomson Reuters Corp. (NYSE: TRI) Making Surprising Moves in Wednesday Session
November 01, 2023
Via
Investor Brand Network
If You Invested $100 In This Stock 5 Years Ago, You Would Have $200 Today
↗
October 19, 2023
Via
Benzinga
Get Ready for a Bullish Run: 3 Stocks Ready to Rebound
↗
November 02, 2023
Buy these well-known companies as their fortunes improve and their share prices reverse course and trend higher.
Via
InvestorPlace
Thomson Reuters Reports Mixed Q3 Results, With Strong Performance In 'Big 3' Segments And Growing Confidence In AI Opportunities
↗
November 01, 2023
Thomson Reuters Corp (NYSE: TRI) reported third-quarter FY23 revenue growth of 1% year-on-year to $1.59 billion, missing the consensus of $1.61 billion.
Via
Benzinga
Topics
Artificial Intelligence
Here's How Much You Would Have Made Owning Thomson Reuters Stock In The Last 10 Years
↗
September 27, 2023
Via
Benzinga
Apple Defends Its $19B Google Search Deal, Hollywood's Writers Secure Credit For AI Training, China's Ambitious Chip Fund Faces Headwinds: Today's Top Stories
↗
September 27, 2023
Benzinga Alibaba's Logistics Arm Cainiao Files For Hong Kong IPO
Via
Benzinga
Topics
Artificial Intelligence
$100 Invested In This Stock 10 Years Ago Would Be Worth $300 Today
↗
September 15, 2023
Via
Benzinga
$100 Invested In Thomson Reuters 10 Years Ago Would Be Worth This Much Today
↗
August 11, 2023
Via
Benzinga
Earnings Scheduled For November 1, 2023
↗
November 01, 2023
Companies Reporting Before The Bell • GSK (NYSE:GSK) is expected to report quarterly earnings at $1.07 per share on revenue of $9.37 billion.
Via
Benzinga
AI's Legal Challenge - Jury to Unravel Thomson Reuters and Ross Intelligence Dispute
↗
September 27, 2023
Thomson Reuters Corp (NYSE: TRI) will face Ross Intelligence in court, as a Delaware federal judge ruled that a jury should decide the lawsuit's outcome.
Via
Benzinga
Topics
Artificial Intelligence
Tax and accounting firms to benefit from secure cloud hosting brought by Right Networks and Thomson Reuters
August 15, 2023
Announcement of partnership marks the availability of Right Networks’ intelligent cloud solution combined with Thomson Reuters’ world-class tax and accounting software
From
Right Networks
Via
GlobeNewswire
3 Growth Stocks You’ll Regret Not Buying Soon
↗
August 10, 2023
These top growth stocks to buy now each has an impressive track record of earnings beats and returning value to shareholders.
Via
InvestorPlace
Topics
Earnings
Analyst Has An Eye On Thomson Reuters' 4.0, But Not Happy With Outlook Reiteration
↗
August 03, 2023
RBC Capital Markets analyst Drew McReynolds downgraded Thomson Reuters Corp (NYSE: TRI) to Sector Perform from Outperform at an increased price target of $139 from $135,
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 3, 2023
↗
August 03, 2023
Via
Benzinga
Yum! Brands To Rally Around 20%? Here Are 10 Other Analyst Forecasts For Thursday
↗
August 03, 2023
Needham raised the price target for Extreme Networks, Inc. (NASDAQ: EXTR) from $30 to $35. Needham analyst Alex Henderson maintained a Buy rating. Extreme Networks shares fell 1.7% to $29.70 in...
Via
Benzinga
Thomson Reuters Stock Gains On Q2 Performance, Confirms Confidence in AI Opportunities, Sets High Growth Outlook for Q3
↗
August 02, 2023
Thomson Reuters Corp (NYSE: TRI) reported second-quarter FY23 revenue growth of 2% year-on-year to $1.65 billion, slightly missing the
Via
Benzinga
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