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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
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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
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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
Featured Quarterly Newsletter
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Marriott International
(NQ:
MAR
)
326.79
+2.50 (+0.77%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 25, 2026
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GM, Applied Materials Lead Five Stocks Near Buy Points In Rough 2022 Market
↗
January 08, 2022
The bank and energy sectors are on fire but here are leaders in other industries.
Via
Investor's Business Daily
Apple’s Milestone Is Paving the Way for an Explosion of Wealth for Smaller Tech Companies
↗
January 06, 2022
Apple's $3 trillion milestone is impressive, but it's unlikely to reach $4 trillion any time soon. Instead, watch these smaller companies.
Via
InvestorPlace
Melco Partners With Marriott To Develop W Hotel In Macau
↗
December 22, 2021
Melco Resorts & Entertainment Ltd (NASDAQ: MLCO) has entered into a strategic partnership with Marriott International Inc (NASDAQ: MAR) to bring the...
Via
Benzinga
7 Re-Opening Stocks to Buy If Omicron Proves Mild
↗
December 20, 2021
As more signs point to last month's omicron fears being overblown, these seven re-opening stocks may be on track to bounce back.
Via
InvestorPlace
Analyst Ratings For Marriott Intl
↗
November 08, 2021
Over the past 3 months, 6 analysts have published their opinion on Marriott Intl (NASDAQ:
Via
Benzinga
CNBC's Final Trades: Amgen, Marriot And Mastercard
↗
November 01, 2021
On CNBC’s “Halftime Report Final Trades,” Car...
Via
Benzinga
Monday Market News: Why Are Stocks Down Today?
↗
December 20, 2021
Stocks are down today thanks to a couple of reasons and we're diving into the why behind that in our Monday market update!
Via
InvestorPlace
Travel Stocks Are Ready To Roam In 2022, But With These Reservations
↗
December 17, 2021
Hotels rallied while cruise lines lagged in 2021. What in store for the year ahead?
Via
Investor's Business Daily
Room Service: Nightfood Wants to Sweep Through the Hospitality Industry With Sleep-Friendly Midnight Snacks
↗
December 16, 2021
Image provided by Nightfood The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial partner of...
Via
Benzinga
Hyatt Hotels Trading At 'Unjustified' Discount, Set To Grow More Than Peers: Analyst
↗
December 14, 2021
Hyatt Hotels Corporation (NYSE:H) is the fastest growing hotel ...
Via
Benzinga
Luxury Hotel Market Size Worth Expected to Reach $115 Billion By 2025 At A CAGR Of 4.3%
December 16, 2021
Palm Beach, FL – December 16, 2021 – FinancialNewsMedia.com News Commentary – Travelers opting for lavish vacations or get-away residences look chiefly for comfort and quality of service. To compete in...
Via
FinancialNewsMedia
S&P 500 Stumbles on Omicron Fears and FOMC Policy Risk Amid Soaring Inflation
↗
December 13, 2021
S&P 500 falls Monday, pressured by pandemic fears amid rising omicron cases.
Via
Talk Markets
Marriott Stock Rating Tops Key Benchmark: Companies Showing Improving Market Leadership
↗
December 07, 2021
Stocks that go on to make the biggest gains tend to have an 80 or higher RS Rating. Marriott stock's bump up to 84 put it in that elite group.
Via
Investor's Business Daily
EXCLUSIVE: How Selina Is Disrupting The Hospitality Industry, Targeting Millennials + Gen Z And Growing With SPAC Deal
↗
December 05, 2021
A new brand that has transformed and disrupted the hotel industry called Selina announced a SPAC deal Thursday. Benzinga...
Via
Benzinga
Market Recap: Why Are Stocks Down This Week?
↗
December 03, 2021
Investors haven't been doing so hot this week and we're diving into this as we look at the latest news for why stocks are down,
Via
InvestorPlace
Marriott Stock Flashes Improved Rating After Posting 662% Surge In Profits Last Quarter
↗
December 03, 2021
Marriott International shows rising price performance, earning an upgrade to its IBD Relative Strength Rating
Via
Investor's Business Daily
Topics
Economy
Why Travel and Leisure Stocks Jumped on Thursday
↗
December 02, 2021
Fear of the omicron variant isn't as high as it was just a few days ago.
Via
The Motley Fool
Hotel Stocks: Why MAR, H, HLT, WH, CHH and IHG Are Booking Gains Today
↗
December 02, 2021
Hotel stocks are up across the board after President Joe Biden reiterated his message that the U.S. won't face another lockdown.
Via
InvestorPlace
7 Travel Stocks to Pack in Your Portfolio Ahead of Holiday Trips
↗
November 29, 2021
Now that many countries have eased travel restrictions, several travel stocks are gaining momentum as the holiday season approaches.
Via
InvestorPlace
Topics
Stocks
13 Gaming And Lodging Stocks To Buy On The Omicron Dip
↗
November 29, 2021
Gaming and lodging stocks took a big hit on Friday following news of the new omicron variant of COVID-19. Despite that, Bank of Americ...
Via
Benzinga
Why Travel Stocks Tanked on Friday
↗
November 26, 2021
Investors bailed following reports of a newly detected coronavirus variant in southern Africa.
Via
The Motley Fool
Top Five Tech Stocks for 2022
↗
November 05, 2021
Smart Money looks at the macro trends in the investing world. Here are five stocks focused on the big picture that you need to watch.
Via
InvestorPlace
Travel Stocks Rally After Pfizer Touts Covid Pill's Effectiveness
↗
November 05, 2021
Travel stocks rallied on Friday, after Pfizer said that its Covid antiviral pill lowered the risk of hospitalization or death by 89%.
Via
Investor's Business Daily
What 5 Analyst Ratings Have To Say About Marriott Intl
↗
November 04, 2021
Over the past 3 months, 5 analysts have published their opinion on Marriott Intl (NASDAQ:
Via
Benzinga
Marriott International, inc (MAR) Q3 2021 Earnings Call Transcript
↗
November 03, 2021
MAR earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Gaucho Looks to Its Luxury Wines to Boost Commerce
↗
October 27, 2021
Photo by Kelsey Knight on Unsplash The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial...
Via
Benzinga
What 5 Analyst Ratings Have To Say About Marriott Intl
↗
October 20, 2021
Within the last quarter, Marriott Intl (NASDAQ:MAR) has observed the follow...
Via
Benzinga
As COVID Cases Decline in Argentina, Gaucho Group Builds Up Hotel and Estate Opportunities
↗
October 19, 2021
Photo by Nicolas Taylor on Unsplash The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial...
Via
Benzinga
A Peek Into The Markets: US Stock Futures Gain Ahead Of Earnings Reports
↗
October 19, 2021
Pre-open movers U.S. stock futures traded higher in early pre-market trade after the Nasdaq index climbed around 125 points in the previous session. Investors are awaiting...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 19, 2021
↗
October 19, 2021
Upgrades Maxim Group upgraded the previous rating for Indaptus Therapeutics Inc (NASDAQ:
Via
Benzinga
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