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home
about us
Investment Approach
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Hershey Co
(NY:
HSY
)
206.19
+3.30 (+1.63%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 2, 2026
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7 Kentucky Derby Horses This Year With Stock Market Ties
↗
May 01, 2021
The 147th running of the Kentucky Derby will take place today. The race will feature 19 horses as of writing that will compete in the longest-running annual sporting event in the...
Via
Benzinga
The Hershey Co (HSY) Q1 2021 Earnings Call Transcript
↗
April 29, 2021
HSY earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Hershey: Q1 Earnings Insights
↗
April 29, 2021
Shares of Hershey (NYSE:HSY) moved higher by 0.1% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 17.79% year over...
Via
Benzinga
Earnings Scheduled For April 29, 2021
↗
April 29, 2021
Companies Reporting Before The Bell • OSI Systems (NASDAQ:OSIS) is estimated to report quarterly earnings at $1.33 per share on revenue of $290.51 million. •...
Via
Benzinga
Empowering Youth to Create Kinder, More Empathetic Communities
April 28, 2021
SOURCE: The Hershey Company
Via
3BL Media
3 Investing Lessons In The Food That Built America
↗
April 21, 2021
The entertaining History Channel series also contains some great investing lessons.
Via
Talk Markets
Barron's Latest Picks And Pans: Moderna, Netflix, Perrigo, XPO Logistics And More
↗
April 25, 2021
This weekend's Barron's cover story presents the results o...
Via
Benzinga
From Nuts to Clean Energy: Buying Renewable Energy Is Just Another Way to Bring Goodness to the World
April 22, 2021
SOURCE: The Hershey Company
Via
3BL Media
Topics
Emissions
Energy
Hershey Announces New Renewable Energy Agreements Aligned With 2030 Goal to Reduce Emissions by More Than 50%
April 20, 2021
SOURCE: The Hershey Company
Via
3BL Media
Topics
Economy
Emissions
Supply Chain
Making Commitments Are 'Easy,' Delivering Is Where the Real Work Begins
April 19, 2021
SOURCE: The Hershey Company
Via
3BL Media
Topics
Climate Change
Emissions
Supply Chain
Why Is Goldman Sachs Sweet On Hershey Stock?
↗
April 15, 2021
Marking the strongest growth since 2014, Hershey Co (NYSE: HSY) generated robust EBIT growth in 2020 driven by gross margin expansion “that was amplified by...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 15, 2021
↗
April 15, 2021
Upgrades According to JP Morgan, the prior rating for Vipshop Holdings Ltd (NYSE:VIPS) was changed from Neutral to Overweight. In the fourth quarter, Vipshop Holdings...
Via
Benzinga
10 Biggest Price Target Changes For Thursday
↗
April 15, 2021
Raymond James lifted NVIDIA Corporation (NASDAQ: NVDA) price target from $700 to $750. NVIDIA shares rose 1.9% to $622.39 in pre-market trading. Barclays raised the price target...
Via
Benzinga
Hershey Celebrates Sharra Nicholson, Senior Manager Foodservice Sales, for Being Named a WFF Change Maker
April 08, 2021
SOURCE: The Hershey Company
Via
3BL Media
Reflecting on Women's History Month at Hershey
April 06, 2021
SOURCE: The Hershey Company
Via
3BL Media
The Power of Partnerships in Cocoa Sustainability
April 01, 2021
SOURCE: The Hershey Company
Via
3BL Media
Topics
Supply Chain
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