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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
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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
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Waste Management
(NY:
WM
)
231.43
-1.88 (-0.81%)
Official Closing Price
Updated: 4:00 PM EDT, Apr 8, 2026
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Stock Market Today: Dow Jones, S&P 500 Futures Climb Ahead Of Busy Week On Wall Street—Novartis, Nucor, Waste Management In Focus
↗
October 27, 2025
U.S. stock futures rose on Monday following Friday’s positive moves. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Stocks
Earnings Scheduled For October 27, 2025
↗
October 27, 2025
Via
Benzinga
US Stocks Jump To Records Amid Weak Inflation: Investor Fear Eases, Greed Index Remains In 'Fear' Zone
↗
October 27, 2025
Stocks hit all-time highs as inflation eased, boosting confidence for Fed rate cut. Fear & Greed Index shows fear, but higher stock prices.
Via
Benzinga
Topics
Economy
Keurig Dr Pepper, Nucor And 3 Stocks To Watch Heading Into Monday
↗
October 27, 2025
US stock futures higher, Keurig Dr Pepper, Nucor Corp, Plymouth Industrial REIT, Whirlpool, and Waste Management to report earnings today.
Via
Benzinga
Waste Management (WM) Reports Earnings Tomorrow: What To Expect
October 25, 2025
Waste management services provider Waste Management (NYSE:WM) will be announcing earnings results this Monday after market hours. Here’s what to expect.
Via
StockStory
Topics
Artificial Intelligence
Insights into Waste Management's Upcoming Earnings
↗
October 24, 2025
Via
Benzinga
Waste Management Likely To Report Higher Q3 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
October 24, 2025
Via
Benzinga
2 Industrials Stocks with Solid Fundamentals and 1 Facing Challenges
October 24, 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
Billionaire Bill Gates Has 79% of His $48 Billion Portfolio Invested in Just 4 Stocks
↗
October 23, 2025
While the billionaire philanthropist owns dozens of stocks, just four make up the majority of his portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
Here's How Much $100 Invested In Waste Management 20 Years Ago Would Be Worth Today
↗
October 21, 2025
Via
Benzinga
Waste Connections (NYSE: WCN) Boosts Quarterly Dividend by 11.1%, Signaling Robust Financial Health
October 21, 2025
THE WOODLANDS, TX – October 21, 2025 – Waste Connections (NYSE: WCN), a leading North American integrated solid waste services company, today announced a significant 11.1% increase in its regular...
Via
MarketMinute
Molecular Revolution: SMX Unleashes Unprecedented Traceability, Forging a Future of Verified Products and Sustainable Supply Chains
October 21, 2025
SMX is at the forefront of a groundbreaking transformation in global commerce and sustainability with its molecular marking technology, aptly named "Proof." This innovative system embeds invisible,...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
Why This Texas-Based Company's Stock Could Be a Strong Addition to Long-Term Portfolios
↗
October 21, 2025
This company turns trash into cash flow.
Via
The Motley Fool
Topics
Energy
Waste-Based Biofeedstocks: London's New Green Gold Rush Fuels Renewable Energy Revolution
October 20, 2025
London's financial district is increasingly turning its gaze towards an unconventional yet immensely promising commodity: waste-based biofeedstocks. These discarded materials, ranging from used cooking...
Via
MarketMinute
Topics
Bonds
Climate Change
Economy
What Can History Teach Us About Investing in 2025?
↗
October 16, 2025
While history doesn't repeat, it often rhymes.
Via
The Motley Fool
Topics
Artificial Intelligence
Deep Dive Into Waste Management Stock: Analyst Perspectives (11 Ratings)
↗
October 16, 2025
Via
Benzinga
Billionaire Bill Gates Has 67% of His Foundation's $48 Billion Portfolio Invested in These 3 Stocks -- and Wall Street Absolutely Loves One of Them
↗
October 12, 2025
This growth stock could make a lot more money for investors -- and charity.
Via
The Motley Fool
Topics
Climate Change
3 Top Dividend Stocks to Buy in October
↗
October 11, 2025
Now may be the right time to scale back your exposure to growth stocks and increase your exposure to income-producing value names.
Via
The Motley Fool
Topics
Economy
Oppenheimer Adjusts Republic Services' Price Target Amidst Robust Industry Outlook
October 08, 2025
New York, NY – October 8, 2025 – Oppenheimer, a leading equities research firm, today announced a revised price target for Republic Services (NYSE: RSG), lowering it from $268.00 to $263.00. Despite...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Here's How Much You Would Have Made Owning Waste Management Stock In The Last 20 Years
↗
October 08, 2025
Via
Benzinga
Waste Management Stocks Q2 In Review: Waste Management (NYSE:WM) Vs Peers
October 07, 2025
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the waste management industry, including Waste Management (NYSE:WM) and its peers.
Via
StockStory
The Green Tidal Wave: Recycled Plastic Market Surges Towards a $132 Billion Future
October 07, 2025
The global economy is undergoing a profound transformation, with sustainable and green industries emerging as powerful engines of growth and innovation. At the forefront of this green tidal wave is the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Federal Reserve Rate Cuts May Not Cool Mortgage Rates: A New Reality for Homebuyers and Investors
October 07, 2025
Despite recent actions by the Federal Reserve to cut benchmark interest rates, a perplexing and potentially long-lasting disconnect has emerged: mortgage rates are not following suit. This "sticky"...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Recycling Sector Grapples with Triple Threat: Tariffs, Labor Shortages, and Volatile Markets
October 06, 2025
The global recycling industry is currently navigating a turbulent economic landscape, facing a formidable triple threat from escalating tariffs, persistent labor shortages, and unpredictable commodity...
Via
MarketMinute
Topics
Economy
Emissions
World Trade
4 Reasons to Love Waste Management's Dividend
↗
October 06, 2025
A steady payout backed by rising cash flow and a long track record can be a powerful anchor for a portfolio.
Via
The Motley Fool
SMX Unveils 'Digital Passports' for Plastics, Pioneering a New Era of Transparency and Circularity in Global Markets
October 02, 2025
Singapore-based technology firm SMX is poised to revolutionize the global plastics market with its innovative molecular marker technology, creating "digital passports" for polymers. This groundbreaking...
Via
MarketMinute
Topics
Economy
Stocks
SMX Unveils Molecular Marker Technology: A New Era of Digital Passports for the Global Plastics Market
October 02, 2025
SMX (NASDAQ: SMX) has announced its groundbreaking entry into the global $824 billion plastics market, introducing its pioneering molecular marker technology. This innovation promises to embed...
Via
MarketMinute
Topics
Economy
Stocks
Supply Chain
How Is The Market Feeling About Waste Management Inc?
↗
October 01, 2025
Via
Benzinga
3 S&P 500 Stocks with Competitive Advantages
September 29, 2025
The biggest companies in the world call the S&P 500 (^GSPC) home, but only a handful are still growing rapidly. Some of these industry leaders are executing exceptionally well and rewarding...
Via
StockStory
Topics
Stocks
Bill Gates Bets Big on Buffett: A Defensive Play Amidst Tech Uncertainty?
September 25, 2025
In a significant shift that has caught the attention of financial markets and online communities alike, Bill Gates, through his investment vehicle Cascade Investment, has made notable adjustments to...
Via
MarketMinute
Topics
Economy
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