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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
MARKET RESEARCH
Featured Quarterly Newsletter
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O'Reilly Automotive
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Updated: 1:08 PM EDT, Jul 6, 2026
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74 Biggest Movers From Yesterday
↗
April 29, 2022
Gainers T Stamp Inc. (NASDAQ: IDAI) shares surged 123.8% to close at $4.70 on Thursday. Trust Stamp reported the launch of its Biometric Multi-Factor Authentication (Biometric...
Via
Benzinga
11 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
↗
April 28, 2022
Via
Benzinga
Earnings Scheduled For February 9, 2022
↗
February 09, 2022
Companies Reporting Before The Bell • Equinor (NYSE:EQNR) is projected to report quarterly earnings at $0.63 per share on revenue of $25.05 billion.
Via
Benzinga
48 Stocks Moving In Thursday's Mid-Day Session
↗
April 28, 2022
Gainers T Stamp Inc. (NASDAQ: IDAI) shares jumped 201% to $6.33. Trust Stamp reported the launch of its Biometric Multi-Factor Authentication (Biometric MFATM) solution. Statera...
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
↗
April 27, 2022
Gainers Noodles (NASDAQ:NDLS) shares moved upwards by 10.6% to $5.34 during Wednesday's after-market session. The market value of their outstanding shares is at $244.0 million. The company's, Q1...
Via
Benzinga
Recap: O'Reilly Automotive Q1 Earnings
↗
April 27, 2022
O'Reilly Automotive (NASDAQ:ORLY) reported its Q1 earnings results on Wednesday, April 27, 2022 at 04:30 PM. Here's what investors need to know about the announcement.
Via
Benzinga
Nasdaq Falls 4% As Tesla, AMD Take A Big Slide
↗
April 26, 2022
U.S. indices fell sharply Tuesday as stocks continue to drop amid concerns over the potential economic impacts of Fed rate hikes and the Russia-Ukraine conflict. Traders and...
Via
Benzinga
Preview: O'Reilly Automotive's Earnings
↗
April 26, 2022
O'Reilly Automotive (NASDAQ:ORLY) is set to give its latest quarterly earnings report on Wednesday, 2022-04-27. Here's what investors need to know before the announcement. Analysts estimate that...
Via
Benzinga
O'Reilly Automotive Stock Trading Near Top Of Buy Range Ahead Of Earnings
↗
April 20, 2022
O'Reilly Automotive stock is near a potential buy zone ahead of earnings, which is expected to release its latest numbers around Apr. 27.
Via
Investor's Business Daily
O'Reilly Automotive Q1 2022 Earnings Conference Call On April 27, 2022 At 11:00 AM ET
↗
April 13, 2022
O'Reilly Automotive (NASDAQ:ORLY) will host a conference call at 11:00 AM ET on April 27, 2022, to discuss Q1 2022 earnings results.
Via
Benzinga
Earnings Scheduled For April 27, 2022
↗
April 27, 2022
Companies Reporting Before The Bell • Deutsche Bank (NYSE:DB) is projected to report earnings for its first quarter.
Via
Benzinga
Advance Auto Parts Stock Reaches 80-Plus Relative Strength Rating Benchmark
↗
April 11, 2022
On Monday, retailer Advance Auto Parts stock cleared a key technical benchmark, with a jump to 81 from 74 a day earlier.
Via
Investor's Business Daily
AutoZone & O'Reilly Automotive: Why The Auto Parts Retailers Will Continue To Outperform
↗
April 09, 2022
I was talking to a woman who likes working on cars and wants to start investing, and it occurred to me that the auto parts retailers Autozone and O’Reilly might be the perfect stocks for her. When I...
Via
Talk Markets
Stocks That Hit 52-Week Highs On Thursday
↗
April 07, 2022
On Thursday, 75 stocks made new 52-week highs. Interesting Highlights From Today's 52-Week Highs: The largest company by market cap to hit a new 52-week high...
Via
Benzinga
Markets Rally To Open The Week; Tesla, Atlassian Lead The Nasdaq-100 Higher
↗
March 28, 2022
U.S. indices rallied into the close and finished higher amid continued Russia-Ukraine concerns. A pullback in oil prices following the recent crude rally has helped ease some...
Via
Benzinga
Swing Trading Stock Watchlist For March 28 And Beyond
↗
March 27, 2022
The stock market's health has improved. That means I have the green light to buy stocks that are forming quality trade setups. I’m primarily focused on contraction patterns right now. This is what I am...
Via
Talk Markets
7 Retail Stocks Worth a Buy Now
↗
March 25, 2022
Each one of these seven retail stocks stands to thrive even as the sector is challenged by inflationary pressures.
Via
InvestorPlace
Upcoming Stock Splits 2022: 20 Companies That Could Follow Amazon’s Lead
↗
March 10, 2022
We're taking a gander at more companies that could follow Amazon's (AMZN) lead with potential upcoming stock splits in 2022.
Via
InvestorPlace
10 S&P 500 Stocks to Buy Trading Within 5% of 52-Week Highs
↗
March 08, 2022
The S&P 500 is down 8.94% year-to-date. Despite the slow start, there are still S&P 500 stocks to buy trading within 5% of 52-week highs.
Via
InvestorPlace
Stock Market Rally Stalls As Inflation, Treasury Yields Soar: Weekly Review
↗
February 11, 2022
The stock market rally remains stuck in a recent range as the major indexes slashed weekly gains on hot inflation. Treasury yields surged.
Via
Investor's Business Daily
This Auto Stock Rallies, Even After Shortages Crimped Car Purchases
↗
February 10, 2022
Shares of O'Reilly Automotive rallied, a day after the auto-parts retailer reported earnings. ORLY stock was closer to a buy point.
Via
Investor's Business Daily
Futures Paralyzed Ahead Of Critical CPI Print
↗
February 10, 2022
A miss will likely send yields lower and risk sharply higher, especially when considering that the BLS will revise its CPI basket weightings and seasonal adjustments today.
Via
Talk Markets
O'Reilly Automotive: Q4 Earnings Insights
↗
February 09, 2022
O'Reilly Automotive (NASDAQ:ORLY) reported its Q4 earnings results on Wednesday, February 9, 2022 at 04:30 PM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Preview: O'Reilly Automotive
↗
February 08, 2022
O'Reilly Automotive (NASDAQ:ORLY) is set to give its latest quarterly earnings report on Wednesday, 2022-02-09. Here's what investors need to know before the announcement. Analysts estimate that...
Via
Benzinga
What 7 Analyst Ratings Have To Say About O'Reilly Automotive
↗
January 18, 2022
Over the past 3 months, 7 analysts have published their opinion on O'Reilly Automotive (NASDAQ:
Via
Benzinga
10 Biggest Price Target Changes For Friday
↗
January 14, 2022
Keybanc cut Robinhood Markets, Inc. (NASDAQ:HOOD...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 14, 2022
↗
January 14, 2022
Upgrades According to Seaport Global, the prior rating for Lennar Corp (NYSE:
Via
Benzinga
Here's How Much You Would Have Made Owning O'Reilly Automotive Stock In The Last 5 Years
↗
January 04, 2022
O'Reilly Automotive (NASDAQ:ORLY) has outperformed the market over the past 5 years by 4.12% on an annualized basis. Buying $1,000 In ORLY: 5 years ago, an investor could have...
Via
Benzinga
DA Davidson Bumps Up Price Targets For Ulta Beauty, O'Reilly Automotive
↗
December 30, 2021
DA Davidson analyst Michael Baker
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 13, 2022
↗
January 13, 2022
Upgrades According to Morgan Stanley, the prior rating for SunPower Corp (NASDAQ:
Via
Benzinga
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