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home
about us
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Team Biographies
Firm ADV PDFs
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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
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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
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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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Macy's
(NY:
M
)
18.30
+0.21 (+1.16%)
Streaming Delayed Price
Updated: 9:57 AM EDT, Apr 1, 2026
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
November 21, 2023
Via
Benzinga
Plan to own one retailer? Make it this one
November 20, 2023
Dollar for dollar, Ross is arguably the strongest-performing retail stock to own this holiday season.
Via
MarketBeat
Target these 3 hot retail stocks for Black Friday deals
November 20, 2023
Retail names are putting in mixed performances but these discretionary names are ready to move higher on solid earnings and capital return outlook.
Via
MarketBeat
Consumer Spending To Increase By 13% On Black Friday Holiday Shopping Despite Economic Headwinds: Deloitte Survey
↗
November 20, 2023
About 84% of shoppers are confident in sticking to their budgets set in September, with many intending to complete a significant portion of their shopping during Black Friday and Cyber Monday
Via
Benzinga
Macy’s Inc. (NYSE: M) Making Surprising Moves in Thursday Session
November 16, 2023
Via
Investor Brand Network
What's Going On With Macy's Stock?
↗
November 15, 2023
Macy's Inc (NYSE: M) shares are trading higher by 7.9% to $12.66 Wednesday morning.
Via
Benzinga
Macy's Earnings Preview
↗
November 15, 2023
Via
Benzinga
What 9 Analyst Ratings Have To Say About Macy's
↗
November 07, 2023
Via
Benzinga
The One-Minute Market Report - Sunday, Nov. 19
↗
November 19, 2023
In this weekly market report, we will take a look at the various asset classes, sectors, equity categories, and exchange-traded funds that moved the market higher, as well as the market segments that...
Via
Talk Markets
Macy's Analysts Raise Their Forecasts After Better-Than-Expected Earnings
↗
November 17, 2023
Macy's Inc (NYSE: M) reported better-than-expected third-quarter earnings.
Via
Benzinga
Telsey Advisory Group Maintains Market Perform Rating for Macy's: Here's What You Need To Know
↗
November 17, 2023
Via
Benzinga
Q3 2023 U.S. Retail Scorecard – Thursday, Nov. 16
↗
November 16, 2023
The Q3 2023 blended earnings growth estimate now stands at 26.9%.
Via
Talk Markets
Macy's (M) Q3 2023 Earnings Call Transcript
↗
November 16, 2023
M earnings call for the period ending September 30, 2023.
Via
The Motley Fool
Topics
Earnings
Why Children's Place Shares Are Trading Lower By Around 25%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
November 16, 2023
Shares of The Children's Place, Inc. (NASDAQ: PLCE) moved lower during Thursday’s session following weak quarterly earnings.
Via
Benzinga
Sonos Reports Upbeat Results, Joins Macy's, NICE And Other Big Stocks Moving Higher On Thursday
↗
November 16, 2023
U.S. stocks traded mixed, with the Dow Jones falling around 30 points on Thursday. Shares of Sonos, Inc. (NASDAQ: SONO) shares climbed during Thursday’s session following upbeat fourth-quarter...
Via
Benzinga
Topics
Stocks
Why Department Store Major Macy's Shares Are Shooting Higher Today
↗
November 16, 2023
Department store chain Macy's Inc (NYSE: M) shares are surging today after it reported third-quarter FY23 earnings.
Via
Benzinga
Nasdaq, S&P Futures Slip After Walmart, Cisco Earnings; Spotlight Shifts To Data, Fed Speeches
↗
November 16, 2023
Trading in stock futures point to a lower start on Thursday after the broader market closed at a two-month high in the previous session despite the slowdown in momentum.
Via
Benzinga
Topics
Economy
Stocks
Macy’s, Inc. Reports Third Quarter 2023 Results
November 16, 2023
From
Macy’s, Inc.
Via
Business Wire
Earnings Scheduled For November 16, 2023
↗
November 16, 2023
Companies Reporting Before The Bell • Children's Place (NASDAQ:PLCE) is projected to report quarterly earnings at $3.56 per share on revenue of $471.82 million.
Via
Benzinga
Target Got Saved By Women's Fall Fashion Apparel, Jewelry And Kitchenware But It Isn't Expecting The Holiday Season To Be The Best Time Of The Year
↗
November 15, 2023
With quarterly earnings reports from Target (NYSE: TGT), as well as Home Depot (NYSE: HD), Walmart (NYSE: WMT), Macy's (NYSE:
Via
Benzinga
Target Reports Earnings Beat, Joins AST SpaceMobile, Dada Nexus And Other Big Stocks Moving Higher On Wednesday
↗
November 15, 2023
U.S. stocks traded higher, with the Dow Jones gaining more than 100 points on Wednesday. Shares of Target Corporation (NYSE: TGT) jumped during Wednesday’s session after the company reported...
Via
Benzinga
Topics
Earnings
Stocks
7 Dividend Stocks to Avoid in Your Retirement Portfolio
↗
November 15, 2023
Make sure to ditch these seven dividend stocks before it's too late to avoid damage to your retirement portfolio.
Via
InvestorPlace
Topics
Retirement
Macy's To Report Q3 Earnings: What's In The Cards?
↗
November 14, 2023
Macy's, Inc. is likely to register both top and bottom-line declines from the respective year-ago fiscal quarter’s reported numbers in its third-quarter fiscal 2023 results on Nov 16, before the...
Via
Talk Markets
Why Macy's Shares Are Gaining Today
↗
November 14, 2023
Macy's Inc (NYSE: M) has expanded Disney products from the Walt Disney Company (NYSE: DIS) across all categories
Via
Benzinga
Macy’s Expands Disney Collection to Celebrate Disney’s 100th Anniversary
November 14, 2023
From
Macy’s
Via
Business Wire
Markets Stay Flat Ahead Of CPI Tuesday Morning
↗
November 13, 2023
The Dow was up +54 points, +0.16%, but this was pulled forward by a strong day from Boeing; the S&P 500 dipped -0.08%, the Nasdaq took a few profits, -0.22%, and the small-cap Russell 2000 gained...
Via
Talk Markets
Topics
Stocks
Home Depot Q3 Earnings: Can Improving Financials Beat Interest Rates, Inflation Concerns?
↗
November 13, 2023
Home Depot reports Q3 earnings Nov. 14. Consensus estimates $3.58 EPS, $35.66B revenue. Here's what the Street expects.
Via
Benzinga
Topics
Economy
'Market's Had A Very Solid Winning Streak Of Late': Jim Cramer Eyes Key Retailers And CPI Data In Critical Earnings Week Ahead
↗
November 11, 2023
CNBC market analyst Jim Cramer emphasized the importance of the upcoming week for investors,
Via
Benzinga
Shop Macy’s Black Friday Deals and Early Access Specials for the Holiday Season
November 08, 2023
From
Macy’s
Via
Business Wire
Thursday's Market Minute: Friday's Jobs Report To Deliver A Sober Employment Picture
↗
November 02, 2023
Judging by the most recent JOLTS report, there’s obviously still demand for the worker. Economists say there’s been a consistent demand to fill vacant positions, and it’s still questionable whether...
Via
Benzinga
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