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Advantages of Same Day Allocation
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home
about us
Investment Approach
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Market Analysis Summary
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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
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
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Philip Morris International
(NY:
PM
)
158.81
+3.66 (+2.36%)
Official Closing Price
Updated: 7:00 PM EST, Jan 8, 2026
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Want $20,000 in Passive Income? Invest $35,000 in These 2 Dividend Kings and Wait 10 Years.
↗
September 15, 2025
Dividend stocks can be a great way for investors to generate passive income.
Via
The Motley Fool
Philip Morris International Releases 2025 Sustainability Materiality Report
September 12, 2025
From
Philip Morris International
Via
Business Wire
FDA To Expedite Nicotine Pouch Reviews In Pilot Program Under Trump Pressure: Report
↗
September 08, 2025
The U.S. Food and Drug Administration (FDA) is set to launch a pilot program to fast-track the review of nicotine pouches from four major tobacco companies amid mounting pressure from the Trump...
Via
Benzinga
Topics
Government
FDA To Rush Nicotine Pouch Approvals For Philip Morris, Altria And Turning Point After Trump Pressure
↗
September 08, 2025
Via
Stocktwits
Topics
Government
Beverages, Alcohol, and Tobacco Stocks Q2 Recap: Benchmarking Philip Morris (NYSE:PM)
September 07, 2025
Let’s dig into the relative performance of Philip Morris (NYSE:PM) and its peers as we unravel the now-completed Q2 beverages, alcohol, and tobacco earnings season.
Via
StockStory
Topics
Cannabis
$1000 Invested In Philip Morris Intl 5 Years Ago Would Be Worth This Much Today
↗
September 05, 2025
Via
Benzinga
ZYN: A New ETF Trading On Smoke, Strategy
↗
September 05, 2025
Defiance ETFs launches ZYN, a 2X leveraged Philip Morris ETF offering amplified exposure to its smoke-free transition.
Via
Benzinga
Topics
ETFs
Alphabet To Rally More Than 20%? Here Are 10 Top Analyst Forecasts For Friday
↗
September 05, 2025
Via
Benzinga
How Is The Market Feeling About Philip Morris Intl?
↗
September 05, 2025
Via
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3 Growth Stocks on Track to Reach a $300 Billion Valuation by 2026
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September 05, 2025
These three growth stocks have solid upside in the years ahead.
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My 2 Favorite Stocks to Buy Right Now
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September 05, 2025
Realty Income and Altria are both reliable dividend plays for a bubbly market.
Via
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Topics
Initial Public Offering
Defiance Launches ZYN: 2X Long ETF for Philip Morris International Inc.
September 04, 2025
From
Defiance ETFs
Via
GlobeNewswire
Discover which S&P500 stocks are making waves on Wednesday.
↗
September 03, 2025
Get insights into the S&P500 index performance on Wednesday. Explore the top gainers and losers within the S&P500 index in today's session.
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Chartmill
These Were the Market's 5 Biggest Giants of 1985 -- Here's Who Holds the Crown Now
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September 03, 2025
Not a single name has held its spot as a top dog over the course of the past four decades.
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3 High-Yield Stocks Just Supercharged Their Dividends
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September 02, 2025
Via
MarketBeat
Philip Morris International Participates in 2025 Barclays Global Consumer Staples Conference
September 02, 2025
From
Philip Morris International
Via
Business Wire
New Motley Fool Research Reveals the 10 Largest Consumer Staple Companies. Here's Which Dividend King Is Still Flying Under the Radar.
↗
August 30, 2025
Consumer staples makers are generally considered resilient businesses, but even Dividend Kings fall out of favor sometimes.
Via
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The 5 Best Dividend Stocks to Buy Now
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August 30, 2025
Coca-Cola, Altria, IBM, Cisco, and Realty Income are stable income plays.
Via
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Economy
1 S&P 500 Stock for Long-Term Investors and 2 We Question
August 27, 2025
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural...
Via
StockStory
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Stocks
Philip Morris International to Host Webcast of Fireside Chat Session at Barclays Global Consumer Staples Conference
August 26, 2025
From
Philip Morris International
Via
Business Wire
What's going on in today's session: S&P500 movers
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August 22, 2025
Uncover the latest developments among S&P500 stocks in today's session. Stay tuned to the S&P500 index's top gainers and losers on Friday.
Via
Chartmill
Friday's session: gap up and gap down stock in the S&P500 index
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August 22, 2025
Seeking insights into today's market movers? Discover the S&P500 gap up and gap down stocks in today's session on Friday. Stay informed about the latest market trends.
Via
Chartmill
If You Invested $100 In This Stock 5 Years Ago, You Would Have This Much Today
↗
August 20, 2025
Via
Benzinga
The Business of Vice: UFC, Sports Gambling, and Tobacco's Comeback
↗
August 19, 2025
On this "Motley Fool Money," analysts Emily Flippen and Nick Sciple discuss the reemergence of sin stocks and whether today's market is building lasting moats for these controversial businesses or...
Via
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4 Soaring Stocks to Hold for the Next 20 Years
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August 19, 2025
You'll want to buy and hold these winners for their world-class brand recognition and entrenched competitive advantages.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Initial Public Offering
Treasury Yields and Dollar Climb as Inflation Report Shifts Market Dynamics
August 14, 2025
The financial markets are once again grappling with the persistent specter of inflation, as the latest reports have sent ripples through the bond market and currency exchange rates. Following a series...
Via
MarketMinute
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Bonds
Credit Cards
Economy
3 Market-Beating Stocks to Keep an Eye On
August 13, 2025
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the...
Via
StockStory
This Is What Whales Are Betting On Philip Morris Intl
↗
August 05, 2025
Via
Benzinga
1 Cash-Producing Stock on Our Buy List and 2 We Avoid
August 04, 2025
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Via
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Altria Has a Big Dividend Yield, but Is It Sustainable?
↗
August 03, 2025
Earnings are rising due to price increases, but volumes have been plummeting.
Via
The Motley Fool
Topics
Intellectual Property
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