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home
about us
Investment Approach
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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O'Reilly Automotive
(NQ:
ORLY
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91.74
-0.60 (-0.65%)
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Updated: 4:00 PM EDT, May 22, 2026
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All News about O'Reilly Automotive
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Microsoft, Chipotle Lead 5 Stocks In Or Near Buy Zones
↗
September 25, 2021
Microsoft and Chipotle have rebounded from their 10-week lines, leading five stocks in or near buy range.
Via
Investor's Business Daily
Analyst Ratings For O'Reilly Automotive
↗
September 17, 2021
Within the last quarter, O'Reilly Automotive (NASDAQ:ORLY) has observed th...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 17, 2021
↗
September 17, 2021
Upgrades According to Macquarie, the prior rating for Turquoise Hill Resources Ltd (NYSE:
Via
Benzinga
Where O'Reilly Automotive Stands With Analysts
↗
July 29, 2021
O'Reilly Automotive (NASDAQ:ORLY) has observed the follow...
Via
Benzinga
Earnings Scheduled For July 28, 2021
↗
July 28, 2021
Companies Reporting Before The Bell • Barclays (NYSE:BCS) is likely to report quarterly earnings at $0.55 per share on revenue of $7.90 billion. • United...
Via
Benzinga
Can O'Reilly Fix Your Posrtfolio?
↗
July 14, 2021
Revenue expected to grow 4.90% this year and another 4.0% next year. Earnings estimated to increase 10.60% this year, an additional 7.0% next year.
Via
Talk Markets
Advance Auto Parts Stock Sees Rising Relative Strength
↗
September 16, 2021
The Relative Strength (RS) Rating for Advance Auto Parts stock entered a new percentile Thursday, as it got a lift from 70 to 76.
Via
Investor's Business Daily
Are These Auto Parts Retailers Overvalued Right Now?
↗
August 27, 2021
Morgan Stanley equity analyst Simeon Gutman has downgraded three auto parts retailers: Advance Auto ...
Via
Benzinga
Ford and GM Can't Challenge This Outstanding Auto Stock
↗
August 24, 2021
It pays to focus on the business attributes of this boring, but thriving, company.
Via
The Motley Fool
DexCom And O'Reilly Auto Parts Lead The QQQ Monday
↗
August 16, 2021
U.S. indices bounced off Monday morning’s lows as investors weigh weak China retail and production data. Uncertainty around the COVID-19 Delta variant is also weighing on...
Via
Benzinga
These Are The Real Winners In Covid's Topsy-Turvy Car Market; Think AutoZone, O'Reilly Automotive, Advance Auto
↗
August 13, 2021
If you thought EVs were the only game in auto stocks, think again.
Via
Investor's Business Daily
Tesla Fame's Robot-Run ETF Added Snapchat, Zoom And This WallStreetBets-Favorite Stock In July
↗
August 09, 2021
The Qraft AI-Enhanced US Large Cap Momentum ETF (AMOM), an exchange-traded fund driven by artificial intelligence, has acquired stakes in Reddit-favorite stock Advanced Micro Devices, Snapchat parent...
Via
Talk Markets
Topics
Artificial Intelligence
Tesla Fame's Robot-Run ETF Added Snapchat, Zoom And This WallStreetBets-Favorite Stock In July
↗
August 09, 2021
The Qraft AI-Enhanced US Large Cap Momentum ETF (NYSE:AMOM),...
Via
Benzinga
3 Auto Stocks Likely to Zoom Past Q2 Earnings Estimates
↗
August 04, 2021
The Auto-Tires-Trucks sector is almost halfway through the Q2 earnings season.
Via
Talk Markets
O'Reilly Automotive Inc (ORLY) Q2 2021 Earnings Call Transcript
↗
July 29, 2021
ORLY earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
10 Biggest Price Target Changes For Thursday
↗
July 29, 2021
Canaccord Genuity cut Theratechnologies Inc. (NASDAQ: THTX) price target from $8 to $3. Theratechnologies shares gained 4.5% to close at $3.71 on Wednesday. Guggenheim lifted...
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
July 26, 2021
This morning 121 companies reached new 52-week highs. Areas of Significance: Alphabet (NASDAQ:GOOGL) was the largest company by market cap to set a new 52-week high...
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
July 19, 2021
On Monday morning, 20 companies achieved new highs for the year. Areas of Significance: The largest company by market cap to break to a new 52-week high was PepsiCo...
Via
Benzinga
Stocks That Hit 52-Week Highs On Friday
↗
July 23, 2021
On Friday morning, 126 companies achieved new highs for the year. Significant Points: Microsoft (NASDAQ:MSFT) was the largest firm on a market cap basis to set a...
Via
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
↗
July 20, 2021
On Tuesday morning, 54 companies achieved new highs for the year. Noteworthy Mentions: The largest company by market cap to set a new 52-week high was Costco...
Via
Benzinga
AutoZone Stock Shows Improved Relative Price Strength; Within Buy Range
↗
July 15, 2021
The Relative Strength (RS) Rating for AutoZone stock moved up into a higher percentile Thursday, as it got a lift from 70 to 74.
Via
Investor's Business Daily
Stocks That Hit 52-Week Highs On Thursday
↗
July 15, 2021
This morning 43 companies reached new 52-week highs. Intriguing Points: The largest company by market cap to set a new 52-week high was Apple (NASDAQ:AAPL). MIND C....
Via
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
↗
July 13, 2021
Before 10 a.m. ET on Tuesday, 128 companies hit new 52-week highs. Intriguing Points: Apple (NASDAQ:AAPL) was the largest company by market cap to set a new 52-week...
Via
Benzinga
Artificial Intelligence Is On The Side Of Apes? Tesla-Fame's AI-Based ETF Sells Facebook, Walmart And Buys AMC
↗
July 12, 2021
The Qraft AI-Enhanced US Large Cap Momentum ETF (NYSE:AMOM),...
Via
Benzinga
Topics
Artificial Intelligence
O'Reilly Automotive Stock Shows Rising Strength; Recently Popped To All-Time High, In Buy Zone
↗
July 08, 2021
O'Reilly Automotive stock is still inside a buy range after breaking past a 568.73 buy point in a cup without handle.
Via
Investor's Business Daily
3 Recession-Ready Stocks to Buy in July
↗
July 06, 2021
When the going gets tough these tough investments get going.
Via
The Motley Fool
Topics
Economy
3 Advance Auto Parts Analysts Break Down Q1 Earnings
↗
June 04, 2021
Advance Auto Parts (NYSE: AAP) posted a first-quarter beat-and-raise Wednesday. The auto parts retailer reported first-quarter adjusted earnings of $3.34 per share against a $3.08...
Via
Benzinga
Stocks That Hit 52-Week Highs On Wednesday
↗
June 30, 2021
This morning 132 companies reached new 52-week highs. Noteworthy Mentions: The largest company by market cap to break to a new 52-week high was NVIDIA (NASDAQ:NVDA...
Via
Benzinga
3 Great Stocks for Low-Risk Investors
↗
June 02, 2021
Tired of the recent market volatility? There's a place for these enduring businesses in your portfolio.
Via
The Motley Fool
Topics
Economy
3 Top Stocks to Recession-Proof Your Portfolio
↗
May 30, 2021
Some investments have all-weather appeal. You're going to want to own these three stocks when it rains.
Via
The Motley Fool
Topics
Economy
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