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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
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
RSVP-Signup Form
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Marriott International
(NQ:
MAR
)
326.79
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 25, 2026
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Fortive, Arch Capital And This Hotel Chain Are CNBC's 'Final Trades'
↗
June 22, 2023
On CNBC’s "Halftime Report Final Trades," Jason Snipe of Odyssey Capital Advisors said he likes Marriott International, Inc.
Via
Benzinga
Wood Investments Companies Announces New Tenants at Yellowstone Gateway Shopping Center in Billings, Montana
June 13, 2023
Via
AB Newswire
$1000 Invested In This Stock 15 Years Ago Would Be Worth $6,100 Today
↗
June 06, 2023
Via
Benzinga
Marriott Pens Deal To Debut Its Aloft Brand In Singapore
↗
June 06, 2023
Via
Benzinga
Affordable $80 Per Night Extended Stay Lodging - Marriott Plans New Offering In US & Canada
↗
June 05, 2023
Via
Benzinga
Why Toast (TOST) Stock Is Trading Higher After Marriott News
↗
June 12, 2023
Toast Inc (NASDAQ: TOST) shares are trading higher by 5.15% to $22.98 Monday afternoon after the company announced an agreement with Marriott International, Inc. (NASDAQ: MAR) to make its Toast
Via
Benzinga
Apple's Upcoming VR Headset Marks Significant New Product Debut In Almost 10 Years, Regulators Want Tighter Capital Requirements For Large US Banks, Software Configuration Error at Grail Causes Cancer Misdiagnosis: Today's Top Stories
↗
June 05, 2023
Wall Street Journal
Via
Benzinga
3 Dividend Stocks That Are Raising Their Payouts
↗
June 01, 2023
Earnings have been remarkably resilient despite higher prices. Here are three dividend stocks that are increasing payouts as a result.
Via
InvestorPlace
3 Sizzling Growth Stocks to Buy for 2023’s Second Half
↗
May 31, 2023
While some experts expect a recession later this year, here are three high-potential stocks for the second half of 2023.
Via
InvestorPlace
7 Hot Stocks to Buy to Make Your Portfolio Sizzle This Summer
↗
May 30, 2023
Investors may want to consider taking a position in these seven hot stocks to buy for summer before the warm weather season begins.
Via
InvestorPlace
Here's How Much You Would Have Made Owning Marriott Intl Stock In The Last 10 Years
↗
May 22, 2023
Via
Benzinga
Marriott Intl: Dividend Insights
↗
May 22, 2023
Via
Benzinga
A Look Into Marriott Intl's Debt
↗
May 18, 2023
Via
Benzinga
Book That Hotel Room Soon, Travel Is Up; So Is Hilton Stock
↗
May 16, 2023
Hilton reported a 75% leap in earnings last quarter, to $1.24 per share. Revenue grew 33% to $2.29 billion. Hilton stock is up 30% in a year.
Via
Investor's Business Daily
FinovateSpring Focuses Quality Over Quantity, Bringing Together Top Fintech Executives and Unlocking Business Opportunities
May 16, 2023
Via
Investor Brand Network
(MAR) - Analyzing Marriott Intl's Short Interest
↗
May 12, 2023
Via
Benzinga
How Apple Pleased Investors
↗
May 12, 2023
We've got a lot of ground to cover as company earnings reports continue to flood in.
Via
The Motley Fool
Marriott Intl Unusual Options Activity
↗
May 10, 2023
Via
Benzinga
$100 Invested In Marriott Intl 10 Years Ago Would Be Worth This Much Today
↗
May 04, 2023
Via
Benzinga
The Latest Analyst Ratings for Marriott Intl
↗
May 04, 2023
Via
Benzinga
ABNB Stock Dives Late As Airbnb Announces Soft Forecast Despite Earnings Beat
↗
May 09, 2023
Airbnb posted solid earnings results due to the travel rebound.
Via
Investor's Business Daily
InvestorNewsBreaks – FinovateSpring to Showcase Disruptive Fintech Solutions
May 09, 2023
Via
Investor Brand Network
Under Armour May Have Just Bottomed
May 09, 2023
Under Armour shares are at a decade-long low valuation, new CEO plans to turn the brand's presence around may be the fuel investors needed to see former glory
Via
MarketBeat
Topics
Economy
Corporate Travel Rebound May Keep Marriott Stock Traveling Higher
May 09, 2023
With business travel traffic on pace to hit 100% of pre-Covid levels, Marriott’s financial performances in the quarters ahead could get five-star reviews.
Via
MarketBeat
Topics
Earnings
Analysts Lining Up Outside Six Flags for Double-Digit Upside
May 09, 2023
Six Flags management has managed to significantly boost spending per capita despite declining attendance. Fundamentals recovering may prompt a doubling stock
Via
MarketBeat
Topics
Economy
InvestorNewsBreaks – FinovateSpring to Take the Stage at Marriot Marquis San Francisco
May 08, 2023
Via
Investor Brand Network
AMD Stock, AI Play And New S&P 500 Member Lead 5 Stocks Near Buy Points
↗
May 06, 2023
AMD and a new S&P 500 member lead this weekend's watch list.
Via
Investor's Business Daily
3 Travel Stocks Set to Profit This Summer
↗
May 05, 2023
With summer around the corner, it makes sense to be looking for the best travel stocks to buy to take advantage of the seasonal trend.
Via
InvestorPlace
Market Rally Finishes Strong; Regional Banks, Fed Rate Hike, Jobs Report, Apple In Focus: Weekly Review
↗
May 05, 2023
The major indexes retreated for most of the week on banking fears,
Via
Investor's Business Daily
Evening Economy Market Will Hit Big Revenues in Future : McDonald's, Bulgari Hotel & Resorts, Floreria Atlantico
May 04, 2023
Evening Economy Comprehensive Study by Type (Coren {Food, Drink, and Entertainment}, Indirect {Accommodation, Retail, Parking, Cabs}, Supporting {Care, Infrastructure, Public Transport}), Application...
Via
SBWire
Topics
Economy
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