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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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PriceSmart, Inc. - Common Stock
(NQ:
PSMT
)
133.43
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 8, 2026
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Helen of Troy, PriceSmart And 3 Stocks To Watch Heading Into Monday
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July 10, 2023
With U.S. stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:
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Investor Sentiment Declines Following Jobs Data
↗
July 10, 2023
The CNN Money Fear and Greed index showed further decline in overall sentiment among U.S. investors on Friday.
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Pricesmart Earnings Preview
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July 07, 2023
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Why PriceSmart Stock Was Up This Week
↗
April 14, 2023
Investors were thrilled with the company's latest earnings update.
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Scotiabank Maintains Sector Perform Rating for Pricesmart: Here's What You Need To Know
↗
April 11, 2023
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Pricesmart Inc. (NASDAQ: PSMT) Making Surprising Moves in Tuesday Session
April 11, 2023
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Looking Into Pricesmart's Return On Capital Employed
↗
April 11, 2023
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Pricesmart Earnings Preview
↗
April 07, 2023
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Why PriceSmart Stock Jumped This Week
↗
January 13, 2023
Management is looking to improve efficiency and profitability over the long term.
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Pricesmart Earnings Perspective: Return On Capital Employed
↗
January 10, 2023
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Earnings Preview For Pricesmart
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January 06, 2023
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Why Kalera Shares Are Trading Lower By Around 37%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
April 11, 2023
Gainers Innovative Eyewear, Inc. (NASDAQ: LUCY) jumped 164% to $3.86 after the company announced it launched ChatGPT-enabled smart eyewear.
Via
Benzinga
PriceSmart, CarMax, Cognyte Software And Other Big Stocks Moving Higher On Tuesday
↗
April 11, 2023
U.S. stocks traded mixed, with the Dow Jones gaining over 50 points on Tuesday. Here are some big stocks recording gains in today’s session.
Via
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PriceSmart: A Smart Play On Emerging Markets
April 11, 2023
PriceSmart is an attractive play among membership clubs with its exposure to emerging markets, value and dividend that is expected to grow.
Via
MarketBeat
NVIDIA To Rally Around 16%? Here Are 10 Other Analyst Forecasts For Tuesday
↗
April 11, 2023
Truist Securities boosted the price target for Murphy Oil Corporation (NYSE: MUR) from $49 to $56. Truist Securities analyst Neal Dingmann upgraded the stock from Hold to Buy. Murphy Oil shares rose 1%...
Via
Benzinga
CarMax, Albertsons Companies And 3 Stocks To Watch Heading Into Tuesday
↗
April 11, 2023
With US futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
PriceSmart, WD-40 Company And 3 Stocks To Watch Heading Into Monday
↗
April 10, 2023
With US futures trading slightly lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Fear & Greed Index Moves To 'Greed Zone After Nasdaq Settles Higher
↗
April 10, 2023
The CNN Money Fear and Greed index moved to the "Greed" zone on Thursday following a rise in U.S. stocks. U.S. stocks closed mostly higher on Thursday with tech stocks leading the rally. The S&P 500...
Via
Benzinga
Target Stock Getting Closer To Key Technical Benchmark
↗
April 03, 2023
In a welcome move, Target stock saw its Relative Strength Rating rise to 72 on Monday, up from 61 a day prior.
Via
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Robinhood, Merck And 2 Other Stocks Insiders Are Selling
↗
February 15, 2023
The Nasdaq closed higher by around 0.6% on Tuesday, also recording losses for the week. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
PriceSmart: The "Costco" Of Latin America
↗
February 05, 2023
I am a big fan of the membership model use by Costco. It’s actually quite brilliant — get your customers to pay you for the privilege of shopping at your stores. Another company with a similar...
Via
Talk Markets
Insiders Selling Accenture, NVIDIA And This Consumer Defensive Stock
↗
January 18, 2023
The Nasdaq Composite closed slightly higher on Tuesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Oak Street Health, PriceSmart And Some Other Big Stocks Moving Higher In Tuesday's Pre-Market Session
↗
January 10, 2023
U.S. stock futures traded higher this morning. Here are some big stocks recording gains in today’s pre-market trading session.
Via
Benzinga
Microsoft, TD Synnex And 3 Stocks To Watch Heading Into Tuesday
↗
January 10, 2023
With US stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Earnings Scheduled For January 9, 2023
↗
January 09, 2023
Companies Reporting Before The Bell • Commercial Metals (NYSE:CMC) is likely to report quarterly earnings at $1.96 per share on revenue of $2.20 billion.
Via
Benzinga
Macy's, Acuity Brands And 3 Stocks To Watch Heading Into Monday
↗
January 09, 2023
With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Fear & Greed Index Moves To 'Neutral' Zone Following Jobs Data
↗
January 09, 2023
The CNN Money Fear and Greed index moved to the "Neutral" zone after US stocks recorded sharp gains on Friday.
Via
Benzinga
Target Earnings Miss, Holiday-Quarter Guidance Weak; TGT Stock Dives
↗
November 16, 2022
The discount giant said consumers weakened in October.
Via
Investor's Business Daily
Earnings Scheduled For October 31, 2022
↗
October 31, 2022
Companies Reporting Before The Bell • Insperity (NYSE:NSP) is estimated to report quarterly earnings at $0.96 per share on revenue of $1.46 billion.
Via
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Adobe, Costco And 2 Other Stocks Insiders Are Selling
↗
October 27, 2022
US crude oil futures traded lower this morning on Thursday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
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