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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
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
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Philip Morris International
(NY:
PM
)
165.85
+0.69 (+0.42%)
Official Closing Price
Updated: 7:00 PM EST, Jan 13, 2026
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ARway Corp announces integration with Magic Leap Glasses within the next 60 days
May 03, 2023
ARway Corp CEO Evan Gappelberg joined Steve Darling from Proactive to share news the company’s has made a major step forward announcing plans to integrate the platform with one of the most widely used...
Via
TheNewswire.com
Philip Morris International Inc. (PMI) Holds 2023 Virtual Annual Meeting of Shareholders
May 03, 2023
From
Philip Morris International
Via
Business Wire
My Biggest Red Flag About This Dividend King
↗
May 03, 2023
Don't take this sparkling dividend track record and massive yield for granted.
Via
The Motley Fool
Philip Morris International to Host Webcast of 2023 Virtual Annual Meeting of Shareholders
April 27, 2023
From
Philip Morris International
Via
Business Wire
Is This High-Yield Stock a Buy for Income Investors?
↗
April 26, 2023
The company is the most dominant player in the global tobacco industry.
Via
The Motley Fool
2 Top Dividend Stocks to Buy Now
↗
April 21, 2023
A tobacco company and a discount retailer look to be solid long-term picks for dividend investors.
Via
The Motley Fool
Philip Morris Q1 Earnings And Revenues Surpass Estimates
↗
April 20, 2023
Philip Morris came out with quarterly earnings of $1.38 per share.
Via
Talk Markets
Why Cigarette Maker Philip Morris International Stock Is Plunging Today
↗
April 20, 2023
Via
Benzinga
A Rotation Into Defensive Stocks? Market Strength Seen In Consumer Defensive And Healthcare On Tuesday
↗
April 25, 2023
The U.S. stock market is seeing some modest selling on Tuesday morning after a series of largely uneventful sessions last week. Two hours into the trading day, the S&P 500 was down around 0.75% and the...
Via
Benzinga
12 Best Agriculture Stocks to Buy Now
April 25, 2023
Which agriculture stocks offer best value, the fastest growth and the most momentum? Learn more about the best agriculture stocks to buy now.
Via
MarketBeat
These 3 Consumer Staples Stocks With Over 3% Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
↗
April 24, 2023
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high...
Via
Benzinga
What Can Investors Expect From This Stock and its 5% Yield?
↗
April 24, 2023
Philip Morris has entered a critical transition period.
Via
The Motley Fool
Philip Morris Intl: Q1 Earnings Insights
↗
April 20, 2023
Via
Benzinga
Recap: Philip Morris Intl Q1 Earnings
↗
April 20, 2023
Via
Benzinga
Philip Morris Intl Earnings Preview
↗
April 19, 2023
Via
Benzinga
Why Philip Morris May Continue to Beat the Broader Market?
April 21, 2023
Philip Morris stock fell 5% in pre-market trading after the company reported mixed earnings, but the pullback may be what's needed to move PM stock higher.
Via
MarketBeat
Topics
Economy
Mortgage Rates Up, Mortgage Demand Down
↗
April 20, 2023
The US Treasury has $252 billion in cash on hand to fund government operations. Google, Microsoft, and Apple combined had more cash on hand at the end of last year.
Via
Benzinga
Nasdaq Futures Slump As Tesla Earnings Sap Sentiment: Analyst Says Market Clearly In Waiting Mode
↗
April 20, 2023
Early indications suggest a notably lower opening by Wall Street stocks on Thursday, as disappointing earnings reports from big names such as Tesla, Inc. (NASDAQ: TSLA) weighed on sentiment. Cues From...
Via
Benzinga
Philip Morris International Inc. (PMI) Reports 2023 First-Quarter Results
April 20, 2023
From
Philip Morris International
Via
Business Wire
Tesla, AT&T And 3 Stocks To Watch Heading Into Thursday
↗
April 20, 2023
With US futures trading lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Fear & Greed Index Remains In 'Greed' Zone Following Earnings Reports
↗
April 20, 2023
The CNN Money Fear and Greed index remained in the "Greed" zone on Wednesday.
Via
Benzinga
The ETF Universe Is Deep And Diverse, And Opportunity Is Everywhere – A Look At Some Of The Most Interesting Niche Ideas Out There
↗
April 19, 2023
The biggest development in capital markets over the course of the last decade has been the explosion of indexing and passive and active investing through ETFs.
Via
Benzinga
Philip Morris International Releases First TCFD Report, Recognized as Supplier Engagement Leader by CDP
April 19, 2023
From
Philip Morris International
Via
Business Wire
TheStreetReports: Disruptive Technology Stocks in Focus – KAVL, SONM, PBTS, IPA
April 18, 2023
Via
AB Newswire
Philip Morris International Stock Getting Closer To Key Technical Measure
↗
April 18, 2023
The Relative Strength Rating for Philip Morris International stock climbed into a higher percentile Tuesday, as it got a lift from 70 to 74.
Via
Investor's Business Daily
A Bull Market Is Coming: 2 Dividend Stocks to Buy Now
↗
April 18, 2023
Phillip Morris and McDonald's could provide extra income to your investment portfolio.
Via
The Motley Fool
7 Safe Stocks to Invest in for Steady Returns in 2023
↗
April 17, 2023
These safe stocks to buy are low-risk bets offering considerable upside potential ahead along with incredible dividend payouts growth
Via
InvestorPlace
Buy/Sell: Wall Street's Top 10 Stock Calls This Week - Sunday, April 16
↗
April 16, 2023
What has Wall Street been buzzing about this week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street’s best analysts during the week of April 10-14.
Via
Talk Markets
7 Dividend Stocks to Buy That Are Trading at a Discount
↗
April 15, 2023
These dividend stocks have discounted pricing and dependable dividends, creating strong upside potential and income opportunities.
Via
InvestorPlace
Philip Morris International Inc. (PMI) to Host Webcast of 2023 First-Quarter Results
April 13, 2023
From
Philip Morris International
Via
Business Wire
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