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home
about us
Investment Approach
Client Service Approach
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
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
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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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Marriott International
(NQ:
MAR
)
325.88
+0.09 (+0.03%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 16, 2026
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Pfizer, Ford And 3 Stocks To Watch Heading Into Tuesday
↗
May 02, 2023
With US stock futures trading mixed this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Investor Optimism Improves Slightly Following JPMorgan's Purchase Of First Republic's Assets
↗
May 02, 2023
The CNN Money Fear and Greed index showed slight increase in overall sentiment among U.S. investors.
Via
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
May 01, 2023
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The 3 Top Travel Stocks to Buy for May 2023
↗
May 01, 2023
The demand for travel remains remarkably strong, which is why its an excellent time to wager on these top travel stocks to buy
Via
InvestorPlace
Here's How Much You Would Have Made Owning Marriott Intl Stock In The Last 10 Years
↗
April 26, 2023
Via
Benzinga
Marriott Intl Unusual Options Activity For April 25
↗
April 25, 2023
Via
Benzinga
Looking At Marriott Intl's Recent Unusual Options Activity
↗
April 18, 2023
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Benzinga
The Latest Analyst Ratings for Marriott Intl
↗
April 17, 2023
Via
Benzinga
Marriott Intl's Debt Overview
↗
April 13, 2023
Via
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
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April 24, 2023
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Benzinga
Hospitality Software Provider Agilysys Is Capturing Share From Outdated Legacy Suppliers, Bullish Analyst Says
↗
April 20, 2023
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Benzinga
Thinking Of Buying WP Carey? Here Are The Properties And Tenants You'd Add To Your Portfolio
↗
April 18, 2023
Real estate investment trusts (REITs) have been wonderful investments over the years, despite the difficulties encountered more recently due to inflation and interest rate hikes. But it’s important to...
Via
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
April 17, 2023
Via
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
April 10, 2023
Via
Benzinga
What 12 Analyst Ratings Have To Say About Marriott Intl
↗
March 28, 2023
Via
Benzinga
Marriott Intl's Debt Overview
↗
March 23, 2023
Via
Benzinga
Peering Into Marriott Intl's Recent Short Interest
↗
March 22, 2023
Via
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
April 05, 2023
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Benzinga
Electronic Arts, Marriott International And 2 Other Stocks Insiders Are Selling
↗
April 04, 2023
The Nasdaq Composite closed lower on Monday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Atour Gets Set For 'Revenge Travel' With Major Expansion Plan
↗
April 03, 2023
Key Takeaways: Atour’s revenue rose just 5% in last year’s fourth quarter due to China’s strict Covid controls, but analysts expect the growth to accelerate to 56% this year The retail component of the...
Via
Benzinga
In The Post-COVID Workplace, XTM Inc.’s Fintech Solutions Could Be A Game Changer For Employee Retention
March 28, 2023
By Ernest Dela Aglanu, Benzinga
Via
TheNewswire.com
11 Best Consumer Discretionary Stocks of 2023
March 24, 2023
Think you might want to invest in consumer discretionary stocks, which investors usually purchase when the economy chugs along well? Learn more with MarketBeat.
Via
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Topics
Economy
Marriott Intl Unusual Options Activity
↗
March 13, 2023
Via
Benzinga
Looking Into Marriott Intl's Recent Short Interest
↗
March 06, 2023
Via
Benzinga
Are These Five Frontier Fintech Companies On Your Watchlist?
↗
March 23, 2023
Frontier fintechs are a rapidly growing sector in the financial industry. These new players in the industry offer innovative solutions to traditional financial services, often using cutting-edge...
Via
Benzinga
In The Post-COVID Workplace, XTM Inc.'s Fintech Solutions Could Be A Game Changer For Employee Retention
↗
March 21, 2023
The service industry has long been known for its hardworking and dedicated workforce. From restaurant servers to hotel staff, these workers form the backbone of many businesses that rely on their labor...
Via
Benzinga
Tierra Amira Jones – A Multifaceted Creative Entrepreneur And Passionate Artist With Immense Potential
March 17, 2023
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Get News
Morgan Stanley Says Gaming And Lodging Not Immune To Higher Rates, Reduced Liquidity
↗
March 17, 2023
Morgan Stanley analysts provided insights on the ramifications of tighter credit market on gaming, lodging and leisure companies. The analysts noted that the group is not immune to higher rates,...
Via
Benzinga
What Does Marriott Intl's Debt Look Like?
↗
March 03, 2023
Via
Benzinga
Thinking of Buying Host Hotels? Here Are The Properties And Tenants You'd Be Adding To Your Portfolio
↗
March 09, 2023
When an investor decides to buy a real estate investment trust (REIT), they are buying both that real estate company and the large block of tenants or brands occupying the REIT’s portfolio.
Via
Benzinga
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