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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
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Featured Quarterly Newsletter
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Macy's
(NY:
M
)
18.12
+0.04 (+0.19%)
Streaming Delayed Price
Updated: 11:17 AM EDT, Apr 1, 2026
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Investor Optimism Improves Slightly After Nasdaq Ends 4-Session Losing Streak
↗
August 22, 2023
The CNN Money Fear and Greed index showed some improvement in overall sentiment among U.S. investors on Monday. The Nasdaq Composite closed higher on Monday, snapping a four-session losing streak...
Via
Benzinga
Topics
Stocks
Tech Leads, Energy Bleeds As Yields Test New Highs
↗
August 21, 2023
High beta technology shares surged today as energy and Low volatility headed lower.
Via
Talk Markets
Poised For Rebound As Investors Await Fed Leader's Jackson Hole Address
↗
August 21, 2023
(Monday market open) Given how the markets hang on every word spoken publicly by Federal Reserve Chair Jerome Powell, it only seems like he’s always speaking from a mountain top. This week, he will...
Via
Benzinga
Topics
Economy
Monday's Market Minute: Jackson Hole Symposium & Retail Earnings In Focus This Week
↗
August 21, 2023
We begin the week with the primary focus on the Jackson Hole Symposium, where investors will look to Federal Reserve Chairman Jerome Powell on Friday for insight about the likelihood of further rate...
Via
Benzinga
Topics
Economy
Earnings Outlook For Macy's
↗
August 21, 2023
Via
Benzinga
Why Macy's Stock Is Moving
↗
August 16, 2023
Macy's Inc (NYSE: M) shares are trading higher by 2.0% to $15.54 Wednesday morning. Shares of retail companies are trading higher following strong quarterly earnings<
Via
Benzinga
Retail Sector Gears Up For Earnings Week: Leveraging Consumer Data For Strategic Trading
↗
August 21, 2023
Via
Benzinga
Retail Earnings Ramp Up As Students Head Back To School; Macy's, Kohl's, Dick's Sporting Goods To Report
↗
August 21, 2023
Retail earnings in focus as students return to school. Macy's, Dick's Sporting Goods, Kohl's, more to report.
Via
Investor's Business Daily
Nordstrom: 3 Reasons the Pre-Earnings Dip Is an Opportunity
August 21, 2023
Back under $20, Nordstrom stock is back on the bargain rack at just the right time for an ideal ‘buy the dip’ opportunity.
Via
MarketBeat
Topics
Economy
A Look Ahead At Trading Week Aug. 21-25
↗
August 20, 2023
Looking at the events of the upcoming trading week, including NVDA Earnings | Positive Gamma | ZM Earnings.
Via
Talk Markets
NVIDIA & 2 Other Reports To Watch Next Week
↗
August 19, 2023
The Q2 earnings cycle continues to wind down rapidly, with most S&P 500 companies already unveiling quarterly results. This week, retail companies have been stealing the spotlight. Still, there are...
Via
Talk Markets
Topics
Stocks
Expert Ratings for Macy's
↗
August 15, 2023
Via
Benzinga
Bear Of The Day - Macy's
↗
July 11, 2023
Macy’s has been struggling to find its footing for years following the explosion of e-commerce options, and it doesn’t look like it will be improving any time soon.
Via
Talk Markets
Why Macy's Stock Plummeted 22% in the First Half of 2023
↗
July 10, 2023
The company is dealing with new challenges all the time.
Via
The Motley Fool
Stocks Turn Lower As China Weakness, Rising Yields Pressure Markets
↗
August 18, 2023
(Friday market open) U.S. stocks are poised to decline for the fourth day in a row, setting up the S&P 500® Index (SPX) and Nasdaq Composite (COMP) for their third straight weekly drops as investors...
Via
Benzinga
Macy’s, Inc. Names Massimo (Max) Magni Chief Customer and Digital Officer
August 15, 2023
From
Macy’s, Inc.
Via
Business Wire
Billionaire David Tepper Just Went ALL IN on Tech Stocks
↗
August 15, 2023
David Tepper's Appaloosa hedge fund published its Q2 investments in a new 13F filing. Tepper purchased shares in several major tech stocks.
Via
InvestorPlace
Ace Your Vibe This Back-To-School Season with Macy’s
August 08, 2023
From
Macy’s
Via
Business Wire
1 Dividend Stock Down 57% You'll Regret Not Buying on the Dip
↗
July 06, 2023
This dividend stock took the opportunity to right-size operations during the pandemic.
Via
The Motley Fool
Macy’s, Inc. to Report Second Quarter 2023 Results on August 22, 2023
August 02, 2023
From
Macy’s, Inc.
Via
Business Wire
10 Spectacular Dividend Stocks to Buy in August
↗
July 31, 2023
Here is an excellent list of dividend stocks that investors might regret not buying.
Via
The Motley Fool
VeeFriends Partners With Squishmallows: How You Can Get A Toy From Companies Owned By Gary Vee, Warren Buffett
↗
July 24, 2023
Popular entertainment company and non-fungible token collections VeeFriends announced a partnership with one of the hottest toys of the last two years on Monday.
Via
Benzinga
Macy’s Unveils On 34th as Part of its Reimagined Brand Portfolio
July 19, 2023
From
Macy’s
Via
Business Wire
Tobacco Giant Phillip Morris To Buy Marijuana Inhaler Producer For $650M, Aiming For FDA Approval
↗
July 18, 2023
One of the largest tobacco companies in the world,Phillip Morris(NYSE: PM) is slowly but steadily getting putting its ...
Via
Benzinga
Why These 7 Stocks Are the Best Ways to Play Retail Right Now
↗
July 13, 2023
Successfully navigate through the murky economic waters with seven of the best retail stocks to buy in this current market.
Via
InvestorPlace
Levi Follows Nike's Footsteps but Even With Everlasting Jeans, Business Model Success Doesn't Happen Overnight
↗
July 07, 2023
On Thursday after market close, the jeans retailer succeeded to narrowly beat Wall Street estimates. But Levi Strauss & Co (NYSE: LEVI) slashed its full year guidance as it reported a harsh drop in...
Via
Benzinga
Dive into Summer Savings with Macy's Black Friday Sale in July
July 06, 2023
From
Macy's
Via
Business Wire
Wholesale Strategy Debate May Deter Incremental Buyers Despite Nike's Q4 Performance: Morgan Stanley
↗
June 30, 2023
Morgan Stanley analyst Alex Straton reiterated an
Via
Benzinga
From Amazon To Cannabis: How These Two Companies Are Redefining Supply Chains For Efficiency & Compliance
↗
June 28, 2023
Given the state-by-state regulation and fragmented nature of cannabis supply chains, logistics play a vital role in overcoming challenges posed by compliance and regulatory requirements, inventory...
Via
Benzinga
Google Accused of Breaching Promised Ad Standards, Big Brands and Government Agencies Affected
↗
June 28, 2023
Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Google violated its promised standards when placing
Via
Benzinga
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