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home
about us
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Team Biographies
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
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
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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
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Procter & Gamble
(NY:
PG
)
151.46
-4.55 (-2.92%)
Streaming Delayed Price
Updated: 10:37 AM EDT, Mar 11, 2026
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Apple To $250? Here Are 10 Top Analyst Forecasts For Thursday
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April 03, 2025
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March 31, 2025
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Procter & Gamble Options Trading: A Deep Dive into Market Sentiment
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March 12, 2025
Via
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Will PROCTER & GAMBLE CO/THE (NYSE:PG) breakout?
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March 07, 2025
Investors are keeping a close eye on PROCTER & GAMBLE CO/THE (NYSE:PG) as it boasts an impressive technical rating of 10 out of 10, signaling a possible breakout.
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March 04, 2025
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My Top High-Yield Dividend Stock to Buy in April (and It's Not Even Close)
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3 Dividend Giants To Buy As Tariffs Hit Stocks
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March 28, 2025
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Beyond The Numbers: 12 Analysts Discuss Procter & Gamble Stock
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March 27, 2025
Via
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Procter & Gamble Options Trading: A Deep Dive into Market Sentiment
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P&G to Webcast Discussion of Third Quarter 24/25 Earnings Results on April 24
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From
Procter & Gamble
Via
Business Wire
P&G and the National Basketball Athletic Equipment Managers Association (NBAEMA) Team Up to Power Laundry Solutions
March 27, 2025
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Near a 7-Year Low, Is Nike Finally Too Cheap to Ignore?
↗
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Downy Partners with Operation Warm
March 20, 2025
From
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Via
Business Wire
Smart Money Is Betting Big In Procter & Gamble Options
↗
March 18, 2025
Via
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Recession-Proof Dividend Stocks: 3 Low-Beta Picks For Turbulent Times
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March 16, 2025
These three dividend stocks have low betas well below 1.0, meaning they are likely to decline less than the broader market in the event of a recession.
Via
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What Stock Market Sell-Off? These 2 Dow Jones Dividend Stocks Are Near Their All-Time Highs
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Generate Passive Income From This Low-Cost Vanguard ETF That Is Crushing the S&P 500 in 2025
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Gillette Venus, America’s #1 Female Shave Brand*, Aces its Upgrades to the Brand’s World Class Lineup for a “Shave That Serves Your Skin”
March 12, 2025
From
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Via
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Beyond a Market Correction, Moves to Make Now
March 12, 2025
Even experienced investors can get shaken by sudden market corrections, before you consider your next move, here are some important things to consider
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Is the Fidelity High Dividend ETF the Smartest Investment You Can Make Today?
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March 12, 2025
In a shaky stock market environment, dividend-paying stocks can be especially attractive.
Via
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Topics
ETFs
Rep. Lloyd Doggett Has Bought Up to $15K Worth Of Procter & Gamble Stock: Here's What You Should Know
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March 11, 2025
Via
Benzinga
Vanguard High Dividend Yield ETF vs Vanguard Dividend Appreciation ETF: Which Is Best for You?
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Vanguard has some excellent dividend ETFs, but they are right for different investors.
Via
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Are High-Yield Dividend Stocks Best For Income-Focused Investors?
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March 11, 2025
When selecting dividend-paying stocks, one of the first things that investors look at is, of course, the annual yield. But are high-yield stocks always the best route for income-focused investors?...
Via
Talk Markets
Topics
Stocks / Equities
Cascade Launches New & Improved Platinum Plus to Tackle Today’s Toughest Meal Cleanups
March 10, 2025
From
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Via
Business Wire
2 Dividend Stocks to Double Up on Right Now
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March 08, 2025
Via
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Broaden Your ETF Exposure With These 3 Overlooked Funds
March 06, 2025
These ETFs have outperformed the market so far in 2025 but have lower asset bases than some of the most popular funds among investors.
Via
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ETFs
Economy
Government
2 Must-Have Stocks as Consumers Prioritize Needs Over Wants
March 06, 2025
Consumers are having to tamp down on spending again as inflation and economic uncertainty cause them to divert spending from wanted to needed items.
Via
MarketBeat
Topics
Economy
Olay Body and Wantable Elevate Body Care and Style with Limited-Edition Collection
March 05, 2025
From
Procter & Gamble
Via
Business Wire
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