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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Philip Morris As A Top Pick: The Five Reasons To Buy According To Morgan Stanley
↗
June 29, 2023
Morgan Stanley analyst Pamela Kaufman reiterated an
Via
Benzinga
New Study by KPMG Reveals Alarming Levels of Illicit Cigarettes in the EU, with France Accounting for Almost Half of the Consumption
June 28, 2023
From
Philip Morris International Inc.
Via
Business Wire
Russian Insurrection Crushed: 5 Stocks That Continue To Have Exposure To The Country
↗
June 25, 2023
Via
Benzinga
10 Consumer Staples Stocks With Whale Alerts In Today's Session
↗
June 22, 2023
Via
Benzinga
Expert Ratings for Philip Morris Intl
↗
June 20, 2023
Via
Benzinga
Altria Stock: Buy, Sell, or Hold?
↗
June 03, 2023
Is the tobacco giant a deep value play or dead money?
Via
The Motley Fool
Will Chart Analysts Notice Bad Omen on Philip Morris Intl's Chart
↗
May 18, 2023
Via
Benzinga
2 Top Stocks to Buy in May
↗
May 11, 2023
A recession might be coming. But these companies are still poised to hold their own.
Via
The Motley Fool
Cramer Calls Tech Giant A 'Great' Long-Term Play, But In The Short Term It's Just 'Too Hot'
↗
June 22, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said British American Tobacco p.l.c. (NYSE: BTI) is a "cheap stock. I’ll tell you, I actually like some of the things that Philip Morris International...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 20, 2023
↗
June 20, 2023
Via
Benzinga
This 5% High-Yield Stock Has More to Offer Investors
↗
May 10, 2023
The stock has lulled investors to sleep for a decade. That could soon change.
Via
The Motley Fool
Baidu To Rally Around 31%? Here Are 10 Other Analyst Forecasts For Tuesday
↗
June 20, 2023
Keybanc boosted the price target for Howmet Aerospace Inc. (NYSE: HWM) from $47 to $50. Keybanc analyst Philip Gibbs maintained an Overweight rating. Howmet Aerospace shares fell 0.1% to close at...
Via
Benzinga
Philip Morris International Publishes First Human Rights Report
June 20, 2023
From
Philip Morris International
Via
Business Wire
Philip Morris International Inc. Declares Regular Quarterly Dividend of $1.27 Per Share
June 09, 2023
From
Philip Morris International
Via
Business Wire
5 Top Dividend Stocks to Buy With Decades of Passive Income Potential
↗
June 07, 2023
Buy these stocks and fill your pockets with increasing piles of cash.
Via
The Motley Fool
The 3 Best Dividend Stocks to Buy for June
↗
June 07, 2023
Investors should choose the best dividend stocks in times of turmoil because they have proved themselves over many business cycles.
Via
InvestorPlace
Philip Morris International Inc. (PMI) Presents at 2023 Deutsche Bank Global Consumer Conference; Reaffirms 2023 Full-Year EPS Forecast
June 06, 2023
From
Philip Morris International
Via
Business Wire
The 7 Best Stocks to Buy for This “Non-Recession Recession”
↗
June 05, 2023
These are just a few of the best stocks for non-recession to consider right now for the remainder of this year.
Via
InvestorPlace
3 Cheap Blue-Chip Stocks to Buy Before They Rebound
↗
June 05, 2023
Each of these undervalued blue-chip stocks to buy makes enough money to pay out healthy dividends and deliver capital gains.
Via
InvestorPlace
Moving Beyond Smoking - Altria Closes NJOY Buyout, Reduces FY23 Adj. EPS Outlook
↗
June 01, 2023
Via
Benzinga
3 Dividend Stocks That Are Dirt Cheap Right Now
↗
June 01, 2023
These three companies each offer safe dividend yields that are higher than the broader market's average.
Via
The Motley Fool
Philip Morris International to Host Webcast of Presentation at the 2023 Deutsche Bank Global Consumer Conference
May 30, 2023
From
Philip Morris International
Via
Business Wire
7 Consumer Stocks to Buy and Hold for the Long Haul
↗
May 29, 2023
For steady dividends and price appreciation, consider adding these seven best long-term consumer stocks to your portfolio.
Via
InvestorPlace
“Cigarettes belong in museums,” says Philip Morris International CEO in speech in London
May 23, 2023
From
Philip Morris International
Via
Business Wire
Best Non-Cyclical Stocks To Invest In 2023
↗
May 16, 2023
Non-cyclical stocks are those whose underlying businesses are not disrupted by economic cycles. Such non-cyclical stocks are also regarded as defensive stocks because they can help defend portfolios...
Via
Talk Markets
Better Buy: Altria vs. Procter & Gamble
↗
May 13, 2023
This pair of consumer staples companies sit at opposite ends of the yield spectrum, but investors should also consider their risk profiles.
Via
The Motley Fool
Dividend Income Update April 2023
↗
May 11, 2023
With May already underway it is time for all dividend income investors to look back at the previous month and see how much passive dividend income their portfolios generated.
Via
Talk Markets
Check Out 3 High-Yielding Dividend Stocks In Consumer Staples Sector From Wall Street's Most Accurate Analysts
↗
May 04, 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...
Via
Benzinga
ARway Corp announces integration with Magic Leap Glasses within the next 60 days
May 03, 2023
ARway Corp announces integration with Magic Leap Glasses within the next 60 days
Via
News Direct
ARway Corp announces integration with Magic Leap Glasses within the next 60 days
May 03, 2023
ARway Corp CEO Evan Gappelberg joined Steve Darling from Proactive to share news the company’s has made a major step forward announcing plans to integrate the platform with one of the most widely used...
Via
TheNewswire.com
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