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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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United Parcel Service
(NY:
UPS
)
94.80
-2.70 (-2.77%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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Rising E-Commerce Sales May Spark a Stock Breakout—What to Buy
March 24, 2025
After a breakout in E-commerce sales last month, a few other lateral plays have become obvious buys for Wall Street analysts and institutions as well.
Via
MarketBeat
Topics
Economy
India, China Markets Gain In Asia, Europe Mixed; Dollar Eases - Global Markets Today While US Slept
↗
March 24, 2025
U.S. markets closed higher on Friday after Trump signaled flexibility on tariffs and trade talks with China. Stocks in Asia and Europe also rose.
Via
Benzinga
Topics
Government
World Trade
Here's Why UPS Stock Isn't Delivering Today
↗
March 11, 2025
Via
The Motley Fool
Price Over Earnings Overview: United Parcel Service
↗
March 03, 2025
Via
Benzinga
Is UPS Stock a Buy Now?
↗
March 02, 2025
The blue chip shipping courier could be turning a corner.
Via
The Motley Fool
Which High-Yield Dividend Stock Is Cheaper, UPS or Lockheed Martin?
↗
March 23, 2025
Via
The Motley Fool
The 1 Thing You Need to Know Before Buying UPS Stock
↗
March 22, 2025
Via
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Here's Why Shares in UPS Are Lower Today
↗
March 21, 2025
Via
The Motley Fool
Which S&P500 stocks are moving before the opening bell on Friday?
↗
March 21, 2025
Before the opening bell on Friday, let's take a glimpse of the US markets and explore the S&P500 top gainers and losers in today's pre-market session.
Via
Chartmill
A Closer Look at United Parcel Service's Options Market Dynamics
↗
March 21, 2025
Via
Benzinga
Marjorie Taylor Greene Is Buying These 2 High-Yield Dividend Stocks. Should You?
↗
March 21, 2025
Via
The Motley Fool
FedEx Gears Up To Release Q3 Earnings: What's In The Offing?
↗
March 19, 2025
FedEx Corporation is set to release its third-quarter fiscal 2025 (ended Feb. 28, 2025) results on March 20, after market close.
Via
Talk Markets
Topics
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Hillbilly Auto Supply LLC: The Premier Source for Ford Powerstroke Diesel Truck Parts in Sanford, FL
March 18, 2025
Via
GetFeatured
Topics
Economy
Energy
A Once-in-a-Decade Investment Opportunity: My Pick for the Best AI Stock to Buy Now
↗
March 17, 2025
Via
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Artificial Intelligence
This Brilliant High-Yield Industrial Stock Is Down 50%. Buy It Before It Sets a New All-Time High.
↗
March 16, 2025
Via
The Motley Fool
Wall Street's Top 10 Stock Calls This Week - Saturday, March 15
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March 15, 2025
What has Wall Street been buzzing about this week? Here is a look at the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the trading week of March 10-14, 2025.
Via
Talk Markets
Topics
Stocks / Equities
This FedEx Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Thursday
↗
March 13, 2025
Via
Benzinga
Denmark Is Removing All Post Boxes And Stopping Letter Deliveries—Is The US Heading In The Same Direction Under Musk's Vision?
↗
March 12, 2025
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OUPES Launches the Exodus 1500: A Reliable and Sustainable Home Backup Power Solution
March 12, 2025
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Get News
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West Penn Oil Co., Inc: Leading Liquid Packaging Company Offering Custom Blending, Sealing, and Labeling Solutions in Warren and Beyond
March 11, 2025
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GetFeatured
Wall Street's Most Accurate Analysts Spotlight On 3 Industrials Stocks Delivering High-Dividend Yields
↗
March 11, 2025
Via
Benzinga
Universal Plant Services Shares Rapid Industrial Equipment Restoration to Ensure Minimal Downtime for Critical Operations
March 06, 2025
Via
AB Newswire
Elon Musk Pushes For Privatization Of Postal Service And Amtrak: 'It Will Leave You With A Very Bad Impression Of America'
↗
March 06, 2025
Elon Musk, CEO of Tesla and SpaceX, as well as an advisor to President Donald Trump, has put forth a proposal for the privatization of the U.S. Postal Service and Amtrak.
Via
Benzinga
Topics
Government
Balancing Dividends and Fundamentals: The Case of UNITED PARCEL SERVICE-CL B (NYSE:UPS).
↗
March 04, 2025
Analyzing UNITED PARCEL SERVICE-CL B (NYSE:UPS)'s Dividend Potential.
Via
Chartmill
UPS Appoints Kevin Clark To Board Of Directors
March 03, 2025
From
UPS
Via
Business Wire
3 Reasons to Buy Axon Enterprise Stock Now
↗
March 01, 2025
Via
The Motley Fool
Should You Buy United Parcel Service While It's Below $120?
↗
February 28, 2025
Via
The Motley Fool
Marjorie Taylor Greene Goes Shopping; Here Are 6 Stocks She Just Bought
↗
February 28, 2025
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The Motley Fool
New Hampshire Document Shredding Expands Residential & Medical Shredding Services in Nashua New Hampshire
February 27, 2025
Locally owned and operated leader in secure document destruction, is proud to announce the expansion of its residential and medical shredding services throughout Nashua, New Hampshire. Unlike national...
Via
PRLog
10 Dividend Dynamos Combining High Yields With Robust Growth
↗
February 27, 2025
High dividend stocks are naturally appealing to income investors, especially when the S&P 500 Index is only yielding roughly 1.3% on average.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
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