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home
about us
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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
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MVS Program
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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
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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Dollar General
(NY:
DG
)
119.51
+1.95 (+1.66%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 26, 2026
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Schiff's Fed Warning, Vance's Critique Of Harris, Dollar General's Financial Woes, And More: This Week In Economics
↗
September 01, 2024
The past week was filled with high-stakes economic predictions, political confrontations, and revealing corporate disclosures.
Via
Benzinga
Topics
Economy
Magnificent 7 Miss Out, 2 Cybersecurity Stocks Stand Firm, Retailers Lag In Volatile August: Here Are The Top S&P 500 Gainers And Losers
↗
August 31, 2024
The equity market was volatile in August, with the weakness seen early in the month dissipating amid a rise in rate-cut bets.
Via
Benzinga
Topics
Stocks
U.S. Retail Earnings Update - Saturday, Aug. 31
↗
August 31, 2024
Of the companies that have reported their quarterly results, 72% announced profits that beat analysts’ expectations, while 4% delivered on-target results and 24% reported earnings that fell below...
Via
Talk Markets
Is This The Next Speed Bump For U.S. Markets In October?
↗
August 31, 2024
Recent FDIC data shows that a giant riptide could soon form in the banking sector. The Federal Reserve will need to delicately balance this challenge. Come October, roughly $950 billion will become due...
Via
Talk Markets
Topics
Economy
Dollar General Is Being Nickel-And-Dimed
↗
August 30, 2024
If Dollar General is having a hard time, imagine how its customers must feel.
Via
Talk Markets
Disappointing Demand Is Dominant Theme
↗
August 30, 2024
One after another, consumer-driven sectors are warning of tumbling demand amid still inflated prices and the highest real interest rates in 17 years.
Via
Talk Markets
Walmart, Target Are Eating Dollar Stores' Lunch: Dollar General Lowers Guidance, Will Dollar Tree Be Next?
↗
August 31, 2024
The battle over consumer spending on food and household items continues to heat up and big-box retailers may be taking more market share from dollar stores across several categories.
Via
Benzinga
A $14 Trillion Passive Income Investment Opportunity Is Hiding in Plain Sight (and It's Easier to Access Than You Think)
↗
August 31, 2024
Freestanding commercial real estate is a goldmine of passive income.
Via
The Motley Fool
MarketBeat Week in Review – 8/26 - 8/30
August 31, 2024
The major indexes moved between gains and losses to end the month, but the volatility may ramp back up with the release of the jobs report next Friday
Via
MarketBeat
Three Big Fish That Got Away
↗
August 30, 2024
Here are three stocks I flagged as bearish when they were pricier: I bought puts, sold them too soon (likely at a loss), and missed huge gains. What a dope!
Via
Talk Markets
Dollar Gen Stock: A Deep Dive Into Analyst Perspectives (13 Ratings)
↗
August 30, 2024
Via
Benzinga
Dollar Stores Could Take A Page From Best Buy When It Comes To Shoplifting
↗
August 30, 2024
Shrink, or inventory loss, is a major issue for retail companies, as shown by Dollar General's disappointing financial results.
Via
Benzinga
Dollar General Market Share Loss To Walmart Is 'Opposite Of What Historically Happens' When Consumers Stress: Analyst
↗
August 30, 2024
Dollar General reports Q2 earnings miss and reduces its outlook by 20%. Analysts cautious on low-end consumer stress and market share loss.
Via
Benzinga
Topics
Earnings
Stock Market Rally Mixed; Dow Jones Hits High While Nvidia Tumbles On Earnings: Weekly Review
↗
August 30, 2024
The Dow Jones hit a new high while Nvidia led a Nasdaq retreat.
Via
Investor's Business Daily
Topics
Stocks
DG Investors Have Opportunity to Join Dollar General Corporation Fraud Investigation with the Schall Law Firm
August 30, 2024
From
The Schall Law Firm
Via
Business Wire
This Dollar General Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
↗
August 30, 2024
Via
Benzinga
Five Below Stock Faces Challenges Despite Strong Revenue Growth
August 30, 2024
The post-earnings boost in Five Below stock turned into a loss after another discount retailer gave a sour report on the state of the consumer.
Via
MarketBeat
Topics
Economy
CrowdStrike To Rally Around 25%? Here Are 10 Top Analyst Forecasts For Friday
↗
August 30, 2024
Via
Benzinga
Dollar General's Stock: A Warning Sign for the Average American?
August 30, 2024
Dollar General's recent stock decline reflects broader economic concerns, signaling a shift in consumer spending habits and a wider economic slowdown.
Via
MarketBeat
Topics
Economy
Lululemon, Dollar General, Dell, Marvell Technology, Tesla: Why These 5 Stocks Are On Investors' Radars Today
↗
August 29, 2024
On Thursday, major U.S. indices had a mixed performance. The Dow Jones Industrial Average rose by 0.6% to close at 41,335.05, while the S&P 500 remained nearly unchanged at 5,591.96. Meanwhile, the...
Via
Benzinga
Topics
Stocks
Dollar General Says Majority Of People Who Shop There 'Feel Worse Off Financially' Compared With 6 Months Ago Amid Price Hikes, Softer Employment Levels
↗
August 29, 2024
Dollar General announced disappointing second-quarter earnings on Thursday, attributing the results to financially constrained lower-income consumers.
Via
Benzinga
Why Dollar General Stock Plummeted to 6-Year Lows Today
↗
August 29, 2024
Profits have plunged, exasperating investors.
Via
The Motley Fool
Dollar General (DG) Q2 2024 Earnings Call Transcript
↗
August 29, 2024
DG earnings call for the period ending June 30, 2024.
Via
The Motley Fool
Topics
Earnings
Crude Oil Moves Higher; Dollar General Earnings Miss Estimates
↗
August 29, 2024
Via
Benzinga
Topics
Earnings
Inflation Is Eating Into Sales Of Companies Across The Board, Even This Household Food Name
↗
August 29, 2024
Companies warn of cautious consumers due to high inflation, impacting sales of even small items. Smucker's highlights lower spending at convenience stores.
Via
Benzinga
Topics
Economy
Dow, Nasdaq Up Triple Digits After Earnings, Data
↗
August 29, 2024
The S&P 500 Index sits higher as well, on the heels of better-than-expected jobs data and a gross domestic product (GDP) revision to 3% for the second quarter.
Via
Talk Markets
Topics
Stocks
Dollar Tree Shares Are Falling Thursday: 'We Are Not Satisfied With Our Financial Results,' CEO Says
↗
August 29, 2024
Dollar Tree shares drop 10% in premarket trading, reacting to Dollar General's weaker-than-expected earnings and lowered 2024 guidance.
Via
Benzinga
Dollar General Falls Short Of Q2 Expectations With $1.70 EPS
↗
August 29, 2024
Dollar General Corporation reported a net sales increase of 4.2% to $10.2 billion for the second quarter of fiscal 2024.
Via
Talk Markets
US Stocks Rally, Dow Jones Achieves Record Highs As GDP Outperforms, Nvidia Falls: What's Driving Markets Thursday?
↗
August 29, 2024
Wall Street rallied robustly on Thursday, with traders embracing a risk-on approach after government data revealed the U.S.
Via
Benzinga
Topics
Stocks
While All The Attention Is On Nvidia, One Discount Retailer Jumps On Earnings
↗
August 29, 2024
Dollar General stock tumbled. So did Ollie's. But another discount retailer advanced on quarterly earnings.
Via
Investor's Business Daily
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