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home
about us
Investment Approach
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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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PriceSmart, Inc. - Common Stock
(NQ:
PSMT
)
134.45
+1.02 (+0.76%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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Insiders Selling Electronic Arts, Shoe Carnival And This Consumer Defensive Stock
↗
September 01, 2022
U.S. stocks recorded losses for the month of August. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
The Retail Sector: Winners And Losers From Q2 Earnings
August 30, 2022
The retail sector reported a mixed bag of results that has the group moving lower but not all results were bad, read on to find out the winners and losers in Q2
Via
MarketBeat
Topics
Economy
Costco Wholesale Stock Showing Market Leadership; Earns 93 RS Rating
↗
August 18, 2022
On Thursday, Costco Wholesale stock hit a key technical milestone, seeing its Relative Strength Rating jump to 93, up from 89 the day before.
Via
Investor's Business Daily
Insider Selling This Stock Ahead Of Earnings; Also Check Out These 3 Other Stocks Insiders Are Selling
↗
August 17, 2022
The Nasdaq index closed lower on Tuesday amid a decline in tech stocks. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
UnitedHealth Group And 3 Other Stocks Insiders Are Selling
↗
July 20, 2022
U.S. stock futures are trading higher this morning ahead of earnings results from Tesla, Inc. (NASDAQ: TSLA). Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Boeing, PriceSmart And 80 Biggest Movers From Yesterday
↗
July 13, 2022
Gainers Sharps Compliance Corp. (NASDAQ: SMED) shares jumped 196.1% to close at $8.44 on Tuesday after the company it will be acquired by an affiliate of Aurora Capital Partners for $8.75 per share.
Via
Benzinga
Why Is Canoo Surging By 80%? 52 Stocks Moving In Tuesday's Mid-Day Session
↗
July 12, 2022
Gainers
Via
Benzinga
Looking Into Pricesmart's Return On Capital Employed
↗
July 12, 2022
Pulled from Benzinga Pro data, Pricesmart (NASDAQ:PSMT) posted Q3 earnings of $19.26 million, an increase from Q2 of 38.79%. Sales dropped to $1.03 billion, a 0.77% decrease between quarters.
Via
Benzinga
This Healthcare Stock is Surging By Over 21%: Here's 24 Biggest Movers In Tuesday's Pre-Market
↗
July 12, 2022
Gainers Versus Systems Inc. (NASDAQ: VS) rose 66% to $0.7802 in pre-market trading. Versus Systems, last month, received NASDAQ notification regarding minimum bid price deficiency.
Via
Benzinga
U.S. Stock Futures Down Ahead Of PepsiCo Earnings
↗
July 12, 2022
Pre-open movers
Via
Benzinga
PepsiCo, GameStop And 3 Stocks To Watch Heading Into Tuesday
↗
July 12, 2022
With the US stock futures trading lower this morning on Tuesday after the Nasdaq recorded sharp losses in the previous session, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Twitter, AZZ And 3 Stocks To Watch Heading Into Monday
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July 11, 2022
With the US stock futures trading lower this morning following better-than-expected jobs report for the month of June on Friday, some of the stocks that may grab investor focus today are as follows:
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Benzinga
Earnings Scheduled For July 11, 2022
↗
July 11, 2022
Companies Reporting Before The Bell • Greenbrier Companies (NYSE:GBX) is expected to report quarterly earnings at $0.59 per share on revenue of $740.67 million.
Via
Benzinga
A Preview Of Pricesmart's Earnings
↗
July 08, 2022
Pricesmart (NASDAQ:PSMT) is set to give its latest quarterly earnings report on Monday, 2022-07-11. Here's what investors need to know before the announcement. Analysts estimate that Pricesmart will...
Via
Benzinga
Equity Index Futures Rise On Higher Layoffs And Unemployment Claims
↗
July 07, 2022
(Thursday Market Open) Equity index futures are pointing to a higher open as signs of weakness in the labor market may let the Fed take their proverbial foot off the economic brake.
Via
Benzinga
While The Dollar Grows Stronger, Investors Weigh The Health Of The Service Sector
↗
July 06, 2022
(Wednesday Market Open) The U.S. dollar is moving higher once again this morning and pushing towards another 52-week high. As I’ve mentioned many times before, a strong dollar could be a drag on...
Via
Benzinga
Target And 2 Other Stocks Insiders Are Selling
↗
June 23, 2022
US crude oil futures traded lower on Thursday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Pricesmart's Return On Capital Employed Insights
↗
April 08, 2022
According to Benzinga Pro, during Q2, Pricesmart (NASDAQ:PSMT) earned $31.46 million, a 3.05% increase from the preceding quarter. Pricesmart also posted a total of $1.04 billion in sales, a 6.53%...
Via
Benzinga
A Peek Into The Markets: US Stock Futures Higher; Crude Oil Gains 1%
↗
April 08, 2022
Pre-open movers
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Benzinga
5 Stocks To Watch For April 8, 2022
↗
April 08, 2022
Some of the stocks that may grab investor focus today are:
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Benzinga
A Peek Into The Markets: US Stock Futures Mixed Ahead Of Jobless Claims, Fed Speakers
↗
April 07, 2022
Pre-open movers
Via
Benzinga
Earnings Scheduled For April 7, 2022
↗
April 07, 2022
Companies Reporting Before The Bell • Cazoo Gr (NYSE:CZOO) is likely to report earnings for its fourth quarter.
Via
Benzinga
5 Stocks To Watch For April 7, 2022
↗
April 07, 2022
Some of the stocks that may grab investor focus today are:
Via
Benzinga
Earnings Preview: Pricesmart
↗
April 06, 2022
Pricesmart (NASDAQ:PSMT) is set to give its latest quarterly earnings report on Thursday, 2022-04-07. Here's what investors need to know before the announcement. Analysts estimate that Pricesmart will...
Via
Benzinga
Earnings Preview For Pricesmart
↗
April 06, 2022
Pricesmart (NASDAQ:PSMT) is set to give its latest quarterly earnings report on Thursday, 2022-04-07. Here's what investors need to know before the announcement. Analysts estimate that Pricesmart will...
Via
Benzinga
Earnings Outlook For Pricesmart
↗
April 06, 2022
Pricesmart (NASDAQ:PSMT) is set to give its latest quarterly earnings report on Thursday, 2022-04-07. Here's what investors need to know before the announcement. Analysts estimate that Pricesmart will...
Via
Benzinga
4 Stocks Insiders Are Selling: Alphabet, Adobe And More
↗
January 20, 2022
US stock futures traded higher this morning ahead of data on initial jobless claims. Although Wall Street recorded sharp losses on Wednesday, there were a few notable insider...
Via
Benzinga
Pricesmart's Return On Capital Employed Overview
↗
January 07, 2022
According to Benzinga Pro, during Q1, Pricesmart (NASDAQ:PSMT) earned $30.53 million, a 57.1% increase from the preceding quarter. Pricesmart also posted a total of $975.36...
Via
Benzinga
A Peek Into The Markets: US Stock Futures Higher; All Eyes On Jobs Report
↗
January 07, 2022
Pre-open movers U.S. stock futures traded higher in early pre-market trade ahead of the key jobs data for December. Investors are awaiting earnings results from Acuity Brands,...
Via
Benzinga
5 Stocks To Watch For January 7, 2022
↗
January 07, 2022
Some of the stocks that may grab investor focus today are: Wall Street expects Acuity Brands, Inc. (NYSE: AYI) to report quarterly earnings at $2.41 per share on revenue of $...
Via
Benzinga
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