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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Philip Morris International
(NY:
PM
)
164.83
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 30, 2026
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Check Out 3 Risk Off Stocks With Over 3% Dividend Yields From Wall Street's Most Accurate Analysts
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August 23, 2023
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high...
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7 Dividend Stocks to Buy as Investor Sentiment Falters
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August 14, 2023
With economic uncertainty rising, investors can ride out the potential storm with these dividend stocks to buy.
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Dividend Income Update July 2023
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August 07, 2023
The start of every month is exciting for all dividend income investors as we look back at the previous month and see how much passive dividend income our portfolios generated.
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Talk Markets
How Is The Market Feeling About Philip Morris Intl?
↗
August 04, 2023
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Benzinga
Looking for Passive Income? Buy These 2 All-Star Dividend Stocks
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July 26, 2023
The restaurant chain and tobacco company both have solid track records of dividend growth.
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Preview: Philip Morris Intl's Earnings
↗
July 19, 2023
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Benzinga
Peering Into Philip Morris Intl's Recent Short Interest
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July 19, 2023
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Benzinga
Philip Morris Intl's Debt Overview
↗
July 12, 2023
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Benzinga
Russia Is Seizing European Company Assets — What US Businesses Are Still At Risk?
↗
July 24, 2023
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Benzinga
Benzinga Bulls And Bears: AMC, Apple, Philip Morris, Ford, And Elon Musk's 'Demon Mode'
↗
July 22, 2023
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
Via
Benzinga
Tesla Recalls Over 17K EVs Over Camera & Seat Belt Issues, University Research Uncovers Unexpected Fluctuations In ChatGPT Capabilities, Juul Seeks FDA Nod For Next-Generation Vaporizer: Today's Top Stories
↗
July 20, 2023
Benzinga Tesla Recalls More Than 17,000 EVs Over Camera, Seat Belt Issues
Via
Benzinga
Cigarette Maker Philip Morris Q2 Earnings Beat Estimates On Strong Business Momentum
↗
July 20, 2023
Philip Morris International Inc (NYSE: PM) reported
Via
Benzinga
Earnings Scheduled For July 20, 2023
↗
July 20, 2023
Companies Reporting Before The Bell • Taiwan Semiconductor (NYSE:TSM) is estimated to report quarterly earnings at $1.08 per share on revenue of $15.49 billion.
Via
Benzinga
Philip Morris International Reports 2023 Second-Quarter and First-Half Results
July 20, 2023
From
Philip Morris International
Via
Business Wire
Philip Morris Likely To Report Higher Q2 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
↗
July 20, 2023
Philip Morris International Inc. (NYSE: PM) is expected to report its second-quarter financial results, before the opening bell on July 20, 2023.
Via
Benzinga
2 Supercharged Dividend Growth Stocks Worth Buying Right Now
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July 19, 2023
These two dividend-growth stocks are top buys right now.
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Subdued Tone: Major Indexes Waver Despite Earnings Beats by Bank of America, Morgan Stanley
↗
July 18, 2023
(Tuesday market open) The morning kicks off with more big banks beating analysts’ earnings expectations, but major indexes were barely changed in premarket trading. Retail Sales—an important barometer...
Via
Benzinga
Tobacco Giant Phillip Morris To Buy Marijuana Inhaler Producer For $650M, Aiming For FDA Approval
↗
July 18, 2023
One of the largest tobacco companies in the world,Phillip Morris(NYSE: PM) is slowly but steadily getting putting its ...
Via
Benzinga
Global E-Cigarette Market Estimated to Grow to $168 Billion by 2030
July 18, 2023
EQNX::TICKER_START (NASDAQ:XXII),(NYSE:BTI),(NYSE:MO),(NYSE:PM),(OTCQX:IMBBY) EQNX::TICKER_END
Via
FinancialNewsMedia
Electric Week Ahead: Tesla Earnings Among Highlights Along With Retail Sales, But Soft China Growth In Focus
↗
July 17, 2023
(Monday market open) Earnings season spreads its wings this week with reports from several giant banks and a mega-cap company on the schedule, along with a dose of consumer-oriented retail sales and...
Via
Benzinga
Cigarette Market to See Booming Business Sentiments : CHINA TOBACCO, Imperial Brands, Japan Tobacco
July 17, 2023
Stay up-to-date with Cigarette Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
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SBWire
3 Cheap Retirement Stocks for Your July Must-Buy List
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July 16, 2023
These high-yielding cheap retirement stocks are in the bargain bin, yet they will grow earnings and increase their dividends going forward.
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InvestorPlace
Twitter Faces Threats From AI and Threads
↗
July 15, 2023
AI is changing the open internet landscape, and Meta's new Threads app is looking to take a bite out of Twitter's audience.
Via
The Motley Fool
Bank Domination: Earnings Season Kicks Off With A Hat Trick As Three Major Banks Post Beats
↗
July 14, 2023
(Friday market open) After scampering to 15-month highs this week as investors cheered signs of slowing inflation, major stock indexes embark today on a voyage through earnings season, starting with...
Via
Benzinga
Philip Morris International to Host Webcast of 2023 Second-Quarter and First-Half Results
July 13, 2023
From
Philip Morris International
Via
Business Wire
Philip Morris Intl Empowers Investors with Solid Returns and Fueling Shareholder Value
↗
July 12, 2023
By the close of today, July 11, 2023, Philip Morris Intl (NYSE:PM) will issue a dividend payout of $1.27 per share, resulting in an annualized dividend yield of 5.51%. This payout is exclusively for...
Via
Benzinga
Watchlist Alert: Nasdaq Stocks Under $1 Experience Volume Breakouts: KAVL, BXRX, RMED, SMX
July 06, 2023
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Kaival Brands (NASDAQ:KAVL): Prominent Firm Issues ‘Strong Buy’ Recommendation
July 06, 2023
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Dividend Powerhouses: 7 Stocks to Outrun Inflation and Grow Your Wealth
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July 03, 2023
Stocks to beat inflation include dividends that cancel out its negative effects via reliable payouts to investors.
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Peter Lynch Still Has a Lot to Teach Investors
↗
July 01, 2023
"One Up on Wall Street" is worth a read.
Via
The Motley Fool
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