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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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CSX Corp
(NQ:
CSX
)
45.66
-0.26 (-0.57%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 15, 2026
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Hedge Funds Chug Along with Union Pacific (NYSE: UNP): A Look Back at July 2025's Investment Frenzy
October 17, 2025
As of October 17, 2025, the financial markets are still analyzing the significant institutional interest that converged on Union Pacific Corporation (NYSE: UNP) during July 2025. A surge of hedge fund...
Via
MarketMinute
Topics
Economy
Supply Chain
CSX Q3 Deep Dive: Improved Network Efficiency and Project Completions Position CSX for Growth
October 17, 2025
Freight rail services provider CSX (NASDAQ:CSX) met Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $3.59 billion. Its non-GAAP profit of $0.44 per share was 3.8%...
Via
StockStory
Stock Market Today: S&P 500, Nasdaq Futures Dragged By Financial Stocks—American Express, CSX Corp, Standard Lithium In Focus
↗
October 17, 2025
U.S. stock futures slumped on Friday following Thursday’s declines. Futures of major benchmark indices dropped by nearly 1%.
Via
Benzinga
Topics
Stocks
Why CSX Stock Rose Over 2% In After-Hours Trading
↗
October 16, 2025
Via
Stocktwits
Earnings Outlook For CSX
↗
October 15, 2025
Via
Benzinga
17 Analysts Have This To Say About CSX
↗
October 08, 2025
Via
Benzinga
Why CSX Shares Are Trading Higher By Over 4%; Here Are 20 Stocks Moving Premarket
↗
October 17, 2025
Via
Benzinga
SLB, American Express And 3 Stocks To Watch Heading Into Friday
↗
October 17, 2025
U.S. stock futures lower, focus on SLB, CSX, AXP, NMAX, and TFC earnings. Newsmax buys Bitcoin and Trump Coin.
Via
Benzinga
Topics
Government
CSX Corp. (NASDAQ:CSX) Reports Mixed Q3 2025 Results with EPS Beat and Revenue Miss
↗
October 16, 2025
CSX Q3 2025 earnings beat EPS estimates, but revenue fell short. The stock rose as investors focused on the profit beat and operational strength.
Via
Chartmill
Topics
Earnings
CSX’s (NASDAQ:CSX) Q3 Earnings Results: Revenue In Line With Expectations
October 16, 2025
Freight rail services provider CSX (NASDAQ:CSX) met Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $3.59 billion. Its non-GAAP profit of $0.44 per share was 3.8%...
Via
StockStory
CSX Beats Q3 Earnings Estimates, Shares Charge Higher
↗
October 16, 2025
CSX reports third-quarter financial results after the market close on Thursday. Here's a rundown of the rail transportation company's report.
Via
Benzinga
CSX Corp. Announces Third Quarter 2025 Results
October 16, 2025
From
CSX Corporation
Via
GlobeNewswire
CSX Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
October 16, 2025
Via
Benzinga
J.B. Hunt's Earnings Triumph Signals Resilience Amidst Economic Headwinds
October 16, 2025
J.B. Hunt Transport Services (NASDAQ: JBHT) delivered a resounding earnings beat for the third quarter of 2025, a performance that has sent ripples of optimism through the financial markets. Reporting...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Gold Hits $4,270, Bitcoin Plunges Below $110,000: What's Moving Markets Thursday?
↗
October 16, 2025
In an otherwise cautious session on Wall Street, gold and silver stole the spotlight once again, with both precious metals pushing to fresh record highs — gold touching $4,270 per ounce and silver...
Via
Benzinga
Earnings Scheduled For October 16, 2025
↗
October 16, 2025
Via
Benzinga
10 Industrials Stocks With Whale Alerts In Today's Session
↗
October 15, 2025
Via
Benzinga
CSX (CSX) Reports Q3: Everything You Need To Know Ahead Of Earnings
October 14, 2025
Freight rail services provider CSX (NASDAQ:CSX) will be reporting earnings this Thursday afternoon. Here’s what to look for.
Via
StockStory
Big Money Move: NextEra Energy Soars to Fund's Top Holding After $4 Million Buy, According to Recent Filing
↗
October 11, 2025
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Top Fund Rebalances Away from PPL Corporation: How Should Retail Investors React?
↗
October 10, 2025
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Retail Investors' Top Stocks With Earnings This Week: Fastenal, ASML, TSMC And More
↗
October 13, 2025
Retail investors are preparing for the kick-off of the Q3 earnings season, with big banks and other top stocks reporting this week.
Via
Benzinga
Whale Watch: Major International Portfolio Manager Fully Exits SBA Communications Position
↗
October 10, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Portfolio Makeover: Utility Stock Trimmed by Large Institutional Manager. Is It Time to Sell?
↗
October 10, 2025
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
10 Industrials Stocks With Whale Alerts In Today's Session
↗
October 09, 2025
Via
Benzinga
CSX Corporation Declares Quarterly Dividend
October 08, 2025
From
CSX Corporation
Via
GlobeNewswire
3 Industrials Stocks with Open Questions
October 08, 2025
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the...
Via
StockStory
Topics
Government
Stocks
Here's How Much $1000 Invested In CSX 20 Years Ago Would Be Worth Today
↗
October 06, 2025
Via
Benzinga
Global Granaries Overflow as Uneven Exports Snarl Supply Chains, Sending Shockwaves Through Commodity Markets
October 06, 2025
October 6, 2025 – The global agricultural landscape is grappling with an unprecedented challenge: a projected record grain harvest colliding with a fractured and inefficient export market. This perfect...
Via
MarketMinute
Topics
Economy
Supply Chain
World Trade
CSX Celebrates Reopening of Blue Ridge Subdivision
October 02, 2025
One year after Hurricane Helene, freight trains return to the Nolichucky Gorge
From
CSX Corporation
Via
GlobeNewswire
Why CSX (CSX) Stock Is Trading Up Today
September 29, 2025
Shares of freight rail services provider CSX (NASDAQ:CSX) jumped 4.7% in the afternoon session after the company announced a leadership change, naming Steve Angel as its new President and CEO to...
Via
StockStory
Topics
Artificial Intelligence
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