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home
about us
Investment Approach
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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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Yum Brands
(NY:
YUM
)
164.73
+3.14 (+1.94%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 2, 2026
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Chipotle Mexican Grill Stock Looks Pricey as Labor Problems Bubble to the Surface
↗
November 08, 2021
Brian Niccol has made Chipotle the fast-food industry's hottest name, but cost pressures may cause CMG stock to fall.
Via
InvestorPlace
Don’t Let This Love Go To Waste. Give New Life To Taco Bell® Hot Sauce Packets Via Terracycle®.
November 02, 2021
SOURCE: Yum! Brands
Via
3BL Media
5 Stocks For Halloween: Will They Be Tricks Or Treats?
↗
October 29, 2021
Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to...
Via
Benzinga
Yum! Brands Q3 Earnings Beat Estimates Fed By KFC, Taco Bell Contribution
↗
October 28, 2021
Yum! Brands Inc (NYSE: YUM) reported third-quarter FY21 revenue growth of 11% year-on-year, to $1.61 billion, beating the analyst consensus of $1.59 billion. Total...
Via
Benzinga
Topics
Earnings
Economy
YUM! Brands, inc (YUM) Q3 2021 Earnings Call Transcript
↗
October 28, 2021
YUM earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Earnings Scheduled For October 28, 2021
↗
October 28, 2021
Companies Reporting Before The Bell • LendingTree (NASDAQ:TREE) is estimated to report quarterly earnings at $0.57 per share on revenue of $292.63 million. •...
Via
Benzinga
BOOK IT!® Welcomes Pre-K Classrooms To Enroll and Announces Reading Giveaway
October 22, 2021
SOURCE: Yum! Brands
Via
3BL Media
Analyst Ratings For Yum Brands
↗
October 06, 2021
Yum Brands (NYSE:YUM) has observed the following analyst ratings within the l...
Via
Benzinga
Yum! Brands Reports Third-Quarter Results; Record 760 Net-New Units and Same-Store Sales Growth of 5%, Driving System Sales Growth of 8%; Sustained Digital System Sales of Over $5 Billion
October 28, 2021
From
Yum! Brands, Inc.
Via
Business Wire
Chipotle Smashes Estimates Once Again
↗
October 22, 2021
On Thursday, Chipotle Mexican Grill Inc (NYSE: CMG) issued its third-quarter results, smashing Wall Street's estimates for both earnings and revenue. Menu price increases...
Via
Benzinga
5 Things You Might Not Know About Chipotle Mexican Grill CEO Brian Niccol
↗
October 21, 2021
Chipotle Mexican, Grill Inc. (NYSE: CMG) founder Steve Ellis announced he was stepping down as the leader of the company in late 2017. Ellis was succeeded by industry veteran...
Via
Benzinga
Growing Wave of Plant-Based Protein Products Potentially Making Beef Industry ‘Nervous’
October 21, 2021
FN Media Group Presents USA News Group News Commentary Vancouver, BC –October 21, 2021 – USA News Group – New data is projecting that the global plant protein market could hit $162 billion by 2030, in...
Via
FinancialNewsMedia
Where Yum Brands Stands With Analysts
↗
August 26, 2021
Over the past 3 months, 7 analysts have published their opinion on Yum Brands (NYSE:
Via
Benzinga
Yum! Brands Extends Partnership With NextGen Consortium To Accelerate Circular Foodservice Packaging Solutions
October 21, 2021
SOURCE: Yum! Brands
Via
3BL Media
Topics
Economy
Stocks
What 8 Analyst Ratings Have To Say About Yum Brands
↗
October 18, 2021
Within the last quarter, Yum Brands (NYSE:YUM) has observed the following ana...
Via
Benzinga
EI Pollo LoCo CEO Bernard Acoca Resigns, Larry Roberts Takes Charge As Interim CEO
↗
October 15, 2021
Fire-grilled chicken restaurant chain EI Pollo LoCo Holdings Inc (NASDAQ: LOCO) reported the resignation of Bernard Acoca as Director, Chief Executive Officer...
Via
Benzinga
Loup Sees 'Land Grab' Among Food Delivery Companies: What Investors Should Know
↗
October 08, 2021
If you’ve ordered food delivery, chances are you’ve seen different prices than what the restaurants charge in the physical locations. Y...
Via
Benzinga
David Graves Promoted to Pizza Hut U.S. President, Effective January 1, 2022
October 06, 2021
From
Yum! Brands, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For October 6, 2021
↗
October 06, 2021
Upgrades According to TD Securities, the prior rating for Thomson Reuters Corp (NYSE:
Via
Benzinga
These Restaurants Have Launched Subscription Services
↗
September 27, 2021
It’s not just media companies. Some restaurants have been turning to the subscription game too. What Happened: Taco Bell, a subsidiary of Yum! Brands (NYSE:...
Via
Benzinga
Now the Hot Name in Fast Food, Chipotle Stock Set To Deliver
↗
September 24, 2021
CEO Niccol has followed a Starbucks model at Chipotle, with digital ordering, a limited menu, and fresh ingredients. CMG stock is ready to deliver more to investors.
Via
InvestorPlace
New Plant-Based Burger Debuts In Europe and It Tastes Just Like Meat
September 23, 2021
Via
FinancialNewsMedia
Yum! Brands Names Sabir Sami To Succeed Tony Lowings As KFC CEO
↗
September 22, 2021
Yum! Brands, Inc. (NYSE: YUM) has promoted Sabir Sami to KFC Division Chief Executive Officer, effective January 1, 2022. Sami will report to Yum! Brands CEO David Gibbs....
Via
Benzinga
Sabir Sami Promoted to KFC Division CEO, Effective January 1, 2022
September 22, 2021
From
Yum! Brands, Inc.
Via
Business Wire
$5 A Month For A Free Daily Taco Bell Taco? Offer Could Come To Customers Soon With Arizona Test
↗
September 13, 2021
A leading fast food restaurant chain is experimenting with a new unlimited taco pass to help grow its loyal customer base and add to its sales momentum. What Happened: Taco Bell,...
Via
Benzinga
Yum! Brands Completes Acquisition of Dragontail Systems, an Innovator in Kitchen Order Management and Delivery Technology
September 07, 2021
From
Yum! Brands, Inc.
Via
Business Wire
Yum! Brands, Inc. to Participate in the J.P. Morgan Gaming, Lodging, Restaurant & Leisure Management Access Forum
September 02, 2021
From
Yum! Brands, Inc.
Via
Business Wire
Here's What Drives Chipotle's CEO Brian Niccol Crazy
↗
September 02, 2021
There's one thing that drives the Chipotle CEO crazy: when the chips run out. He looks at making customers happy in the restaurant.
Via
Investor's Business Daily
Taco Bell Crispy Chicken Taco Going Nationwide, Lil Nas X Joins As Chief Impact Officer
↗
August 26, 2021
Taco Bell is heating up the chicken sandwich wars and announced a well-known musician. Chicken Taco: Taco Bell in February announced it was testing a crispy chicken...
Via
Benzinga
Yum! Brands Appoints Aaron Powell As Pizza Hut CEO
↗
August 26, 2021
Yum! Brands Inc (NYSE: YUM) has appointed Aaron Powell as global Pizza Hut Division Chief Executive Officer effective September 20. Aaron will assume global...
Via
Benzinga
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