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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
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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
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
RSVP-Signup Form
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Kroger Co
(NY:
KR
)
56.73
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Aug 7, 2026
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March 20, 2025
Via
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Royalty Settlement in Patent Infringement Suit with New Strategic Partnership Formation for AI Marketing Tech Company: Alpha Modus, Corp. (Nasdaq: AMOD)
March 17, 2025
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Intellectual Property
Lawsuit
Royalty Settlement in Patent Infringement Suit with New Strategic Partnership for AI Marketing Tech Company: Alpha Modus Corp. (Stock Symbol:: AMOD)
March 17, 2025
$AMOD Reports Major Deployment of High Tech Financial Kiosks Targeting $75 Million Annual Revenue, Plus Ongoing Patent Infringement Actions vs. Walgreens and Other Top RetailersCORNELIUS, N.C. - March...
Via
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Topics
Artificial Intelligence
Intellectual Property
Lawsuit
Here's How Much $100 Invested In Kroger 20 Years Ago Would Be Worth Today
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March 17, 2025
Via
Benzinga
2 Warren Buffett Dividend Stocks to Buy Hand Over Fist in March
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March 10, 2025
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Breaking Down Kroger: 17 Analysts Share Their Views
↗
March 06, 2025
Via
Benzinga
Friday's session: top gainers and losers in the S&P500 index
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March 14, 2025
Curious about the S&P500 stocks that are in motion on Friday? Join us as we explore the top movers within the S&P500 index during today's session.
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Kroger CEO Shake-Up
↗
March 14, 2025
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The Motley Fool
These S&P500 stocks are gapping in today's session
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March 14, 2025
Looking for opportunities in today's market? Check out the S&P500 gap up and gap down stocks on Friday and stay ahead of the market trends.
Via
Chartmill
KROGER CO (NYSE:KR) is showing promising signs of setting up for a breakout.
↗
March 12, 2025
KROGER CO (NYSE:KR) has a strong technical rating of 10 out of 10, indicating a potential breakout.
Via
Chartmill
Mixue Group's Splashy Debut, Kroger's Change, Stuffed Crust Pizza, and Med Spas
↗
March 10, 2025
There's a lot going on for investors.
Via
The Motley Fool
Stay informed with the top movers within the S&P500 index on Friday.
↗
March 07, 2025
Stay informed about the performance of the S&P500 index in the middle of the day on Friday. Uncover the top gainers and losers in today's session for valuable insights.
Via
Chartmill
Kroger Posts Q4 Earnings Beat: Healthy ID Sales Overshadowed By Profit Constraints, Analysts Say
↗
March 07, 2025
KR stock rose after reporting upbeat Q4 earnings amid exciting season. Analysts see strong positioning & digital profitability for Kroger.
Via
Benzinga
US Stocks Likely To Open Higher After Nasdaq 100 Enters Correction Zone: 'Economic Resilience Provides A Foundation For Market Stabilization,' Says Expert
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March 07, 2025
U.S. stock futures rose on Friday following Thursday's selloff that pushed the Nasdaq 100 index into the correction zone.
Via
Benzinga
Dow Dips Over 400 Points As Trump's Tariffs Get Retaliatory Levies From China, Canada, And Mexico: Greed Index Remains In 'Extreme Fear' Zone
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March 07, 2025
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Topics
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Buy Kroger Or Albertsons Stock Amid Recent Market Volatility?
↗
March 07, 2025
Kroger and Albertsons stock have hovered near 52-week highs, with both acting as a defensive hedge against recent market volatility. They are certainly worth consideration in regards to defensive...
Via
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Topics
Stocks / Equities
Kroger Stock Rises On Q4 EPS Beat: Retail’s Cautiously Optimistic
↗
March 06, 2025
Q4 identical sales without fuel increased 2.4% year-over-year, the company said.
Via
Stocktwits
Kroger (KR) Q4 2024 Earnings Call Transcript
↗
March 06, 2025
KR earnings call for the period ending December 31, 2024.
Via
The Motley Fool
Topics
Earnings
What's going on in today's session: S&P500 movers
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March 06, 2025
Stay informed about the performance of the S&P500 index in the middle of the day on Thursday. Uncover the top gainers and losers in today's session for valuable insights.
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Nasdaq Down Over 400 Points; Kroger Posts Upbeat Earnings
↗
March 06, 2025
Via
Benzinga
Kroger Q4 Earnings: EPS Beat, Sales Miss, Soft Outlook And More
↗
March 06, 2025
Kroger beats Q4 earnings estimates, raises FY25 outlook, while navigating CEO resignation and leadership changes.
Via
Benzinga
Topics
Earnings
Kroger Q4 EPS Beats, Revenue Falls
↗
March 06, 2025
Kroger delivered mixed Q4 earnings, marking a resilient performance amid economic challenges.
Via
The Motley Fool
Why TJX Companies Belongs in Every Dividend Growth Portfolio
March 06, 2025
TJX Companies is a solid retailer with a robust capital return that will sustain the uptrend in its share prices in 2025 and 2026.
Via
MarketBeat
Roots Farm Fresh Expands Allergen-Free Product Line Amid Rising Consumer Demand
March 06, 2025
Via
Press Release Distribution Service
Topics
Product Recall
US Stocks Likely To Open Lower After Wednesday's Blip: 'Be Patient, But Be Ready To Act,' Says Analyst As Market Uncertainties Can Create 'Opportunities'
↗
March 06, 2025
U.S. stock futures fell on Thursday following Wednesday’s relief after a two-day fall. Futures of all four benchmark indices fell in premarket trading. President Donald Trump’s administration postponed...
Via
Benzinga
Topics
World Trade
Kroger, BJ's Wholesale Club And 3 Stocks To Watch Heading Into Thursday
↗
March 06, 2025
Via
Benzinga
Market Monitor March 3
↗
March 04, 2025
Market Sell-Off: SPY, QQQ, and IWM Face Sharp Declines Amid Tech Weakness and Tariff Fears
Via
Chartmill
Albertsons Stock Slips As COO Susan Morris Named CEO, Retail Sentiment Remains Subdued
↗
March 03, 2025
Morris will replace Vivek Sankaran, who has led the company for nearly six years and played a key role in its attempted merger with Kroger, which the Federal Trade Commission ultimately blocked.
Via
Stocktwits
Earnings Scheduled For March 6, 2025
↗
March 06, 2025
Via
Benzinga
Kroger Stock Dips After CEO Rodney McMullen Resigns: Retail Mood Takes A Hit
↗
March 03, 2025
The resignation followed a board investigation into McMullen’s ‘personal conduct’ unrelated to the business.
Via
Stocktwits
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