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home
about us
Investment Approach
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Market Analysis Summary
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Macy's
(NY:
M
)
18.55
+0.14 (+0.73%)
Streaming Delayed Price
Updated: 1:29 PM EDT, May 18, 2026
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Is Gold Predicting The Fed's Move?
↗
March 20, 2023
Bullish option trades on gold and precious metals stocks were aplenty today as we head into the FOMC policy statement on Wednesday.
Via
Talk Markets
Raymond James Remains Bullish On Nike's FY24 Margin Setup Despite Likely Mixed Q3
↗
March 17, 2023
Raymond James analyst Rick B.Patel reiterated an Outperform rating on the shares of Nike, Inc. (NYSE: NKE) with a price target of $130. The analyst's F3Q23 estimates (raised modestly on FX) are...
Via
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
↗
March 16, 2023
Via
Benzinga
How Did Macy’s Buck the Retail Trend and Raise 2023 Forecasts?
March 15, 2023
Retail department store chain Macy’s Inc. (NYSE: M) stock spiked on its Q4 2022 earnings beat and subsequent guidance raise for full-year 2023. The headline
Via
MarketBeat
Topics
Earnings
Economy
Best Dividend Stock to Buy: Verizon vs. Macy's
↗
March 14, 2023
These two dividend stocks are selling at relatively cheap valuations.
Via
The Motley Fool
Why Is Everyone Talking About Macy's Stock?
↗
March 06, 2023
The retailer is posting impressive earnings despite headwinds.
Via
The Motley Fool
The Latest Analyst Ratings for Macy's
↗
March 03, 2023
Via
Benzinga
This Analyst Sees Macy's As Emerging On Solid Financial Footing Amid Volatile Macro Environment
↗
March 02, 2023
Via
Benzinga
Macy’s Launches Expanded Reebok Assortment Now Available in Stores and Online
March 14, 2023
From
Macy’s and Reebok
Via
Business Wire
Margin Compression. What’s it Mean for Your Retail Stocks?
March 13, 2023
By now you’ve probably heard the term “margin compression” numerous times in the news and headlines. It’s an all too familiar term echoed by retailers
Via
MarketBeat
Topics
Economy
Ulta Insiders Hold Tight: Sell-Siders Buy
March 07, 2023
Ulta Beauty insiders aren't selling their shares and the stock is moving higher, supported by results, analysts and institutions.
Via
MarketBeat
Big Dreams Bloom at the Macy’s Flower Show®
March 06, 2023
From
Macy’s
Via
Business Wire
Macy's (M) Q4 2022 Earnings Call Transcript
↗
March 02, 2023
M earnings call for the period ending December 31, 2022.
Via
The Motley Fool
Macy's Stock Bolts Higher On Earnings Beat, Strong Outlook
↗
March 02, 2023
M stock bolted higher in premarket action Thursday as Macy's handedly topped earnings forecasts and offered a positive outlook.
Via
Investor's Business Daily
It Starts With Her. Macy’s Celebrates the Next Generation of Women in Honor of Women’s History Month
March 06, 2023
From
Macy’s
Via
Business Wire
Stock Market Rally Rebounds Despite Rising Yields; Salesforce, Tesla In Focus: Weekly Review
↗
March 03, 2023
Many leaders flashed buy signals as the indexes rebounded from support.
Via
Investor's Business Daily
Why Macy's Shares Are Trading Higher Today
↗
March 02, 2023
Via
Benzinga
Inflation In The Eurozone Is Rising Again
↗
March 03, 2023
The latest Eurozone inflation data showed that inflationary pressures remain elevated. The annualized consumer price index fell from 8.6% to 8.5%.
Via
Talk Markets
S&P 500 Rises Following Bostic's Comments, Market Volatility Drops Further
↗
March 03, 2023
The S&P 500 rose on Thursday following comments from Atlanta Federal Reserve President Raphael Bostic. Treasury yields fell from prior highs after Bostic argued for quarter-point hikes and said he...
Via
Benzinga
Markets Close Higher; JWN, COST, AI & More Report Earnings
↗
March 02, 2023
Nordstrom reported a beat on Q4 earnings after today’s close, posting 74 cents per share.
Via
Talk Markets
3 Hot Stocks for Tomorrow: Friday Predictions for COST, AI, AVGO
↗
March 02, 2023
Broadcom, Costco and C3.ai are all due to report earnings, making them our hot stocks for tomorrow, March 3.
Via
InvestorPlace
Rate Expectations: Stocks Struggle for Direction as Yields, Dollar Push Higher
↗
March 02, 2023
(Thursday market open) Earnings season is having its last hurrah, but even solid results from a handful of major companies can’t compete with rising yields for attention on Wall Street. Major indexes...
Via
Benzinga
Why Cano Health Shares Are Trading Lower By Around 23%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
March 02, 2023
Gainers Exela Technologies, Inc. (NASDAQ: XELA) shares surged 45% to $0.0701 after the company announced $51 million of new funding, amendment increases existing securitization facility to $185 million...
Via
Benzinga
12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session
↗
March 02, 2023
Via
Benzinga
Dow Rises 100 Points; Macy's Posts Upbeat Earnings
↗
March 02, 2023
U.S. stocks traded mixed midway through trading, with the Dow Jones gaining around 100 points on Thursday. The Dow traded up 0.31% to 32,764.50 while the NASDAQ fell 0.49% to 11,324.28. The S&P 500...
Via
Benzinga
Apple Permanently Closes Store in North Carolina After Shootings, In A Rare Move
↗
March 02, 2023
Apple Inc (NASDAQ: AAPL) shut down one of its retail stores in Charlotte, North Carolina, after the corresponding mall suffered at least three shootings in recent months.
Via
Benzinga
Macy's Surpasses Q4 Earnings And Revenue Estimates
↗
March 02, 2023
Macy's came out with quarterly earnings of $1.88 per share.
Via
Talk Markets
Macy's, Big Lots, Sprouts Farmers Market And Other Big Stocks Moving Higher On Thursday
↗
March 02, 2023
U.S. stocks traded mixed, with the Dow Jones gaining around 100 points on Thursday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
↗
March 02, 2023
It's time for another dive into the biggest pre-market stock movers as we check out all the latest news for Thursday morning!
Via
InvestorPlace
Nasdaq, S&P Futures Slide As Bond Yields Stay Above 4%: Economic Signals Ominous But Don't Panic Yet, Says Analyst
↗
March 02, 2023
The mood on Wall Street continues to be somber on Thursday, as risk aversion continues to rule high. Some positive earnings could serve to cushion any potential slide even as traders look ahead to the...
Via
Benzinga
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