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about us
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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
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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)
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
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Constellation Brands
(NY:
STZ
)
140.49
-3.16 (-2.20%)
Official Closing Price
Updated: 7:00 PM EST, Jan 7, 2026
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Stay informed with the top movers within the S&P500 index on Tuesday.
↗
September 02, 2025
Let's have a look at the top S&P500 gainers and losers in the middle of the day of today's session.
Via
Chartmill
Why Constellation Brands (STZ) Shares Are Plunging Today
September 02, 2025
Shares of beer, wine, and spirits company Constellation Brands (NYSE:STZ) fell 7.4% in the morning session after the company lowered its financial outlook for fiscal year 2026, citing a challenging...
Via
StockStory
Topics
World Trade
This Beer Maker Stock Tumbled 7% Today After Cutting Annual Forecasts – More Details Inside
↗
September 02, 2025
Constellation Brands now expects fiscal 2026 comparable earnings per share (EPS) between $11.30 and $11.60, compared with the prior forecast of $12.60 to $12.90.
Via
Stocktwits
What's going on in today's session: S&P500 gap up and gap down stocks
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September 02, 2025
Looking for the S&P500 stocks that are experiencing notable gaps on Tuesday? Find out which stocks are gapping up and gapping down in the S&P500 index during today's session.
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Chartmill
Defensive Plays: 3 Consumer Staples Giants Showing Strength
↗
September 02, 2025
These consumer staples giants may have the resilience to buck the trend and outperform the broader sector amid macroeconomic challenges.
Via
MarketBeat
Topics
Artificial Intelligence
Economy
World Trade
Top S&P500 movers in Tuesday's pre-market session
↗
September 02, 2025
Pre-market stock analysis of S&P500 stocks on 2025-09-02: top gainers and losers in today's session.
Via
Chartmill
Constellation Brands Updates Fiscal 2026 Outlook
September 02, 2025
From
Constellation Brands, Inc.
Via
GlobeNewswire
Warren Buffett Just Spent $3.9 Billion Investing in 10 Different Stocks. Here's the Best of the Bunch.
↗
September 01, 2025
Buffett's buy list expanded in 2025, but this name stands out from the group.
Via
The Motley Fool
Topics
Fraud
Regulatory Compliance
1 Mid-Cap Stock to Target This Week and 2 We Find Risky
September 01, 2025
Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with...
Via
StockStory
3 Red Flags for Constellation Brands Stock and 1 Green Flag to Watch
↗
August 31, 2025
The leading alcoholic beverages maker faces an uphill battle.
Via
The Motley Fool
Topics
Government
Immigration
World Trade
Q2 Earnings Highs And Lows: Constellation Brands (NYSE:STZ) Vs The Rest Of The Beverages, Alcohol, and Tobacco Stocks
August 28, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Constellation Brands (NYSE:STZ) and the best...
Via
StockStory
Topics
Cannabis
Constellation Brands to Report Second Quarter 2026 Financial Results on October 1, 2025 After Market Close and Host Conference Call on October 2, 2025 at 10:30 am ET
August 28, 2025
From
Constellation Brands, Inc.
Via
GlobeNewswire
12 Stocks Warren Buffett's Berkshire Hathaway Has Been Loading Up On in 2025
↗
August 28, 2025
Despite a few big stock sales, there have been a lot of additions to Berkshire's portfolio.
Via
The Motley Fool
Topics
Regulatory Compliance
Market Movers: Unpacking the Forces Behind Recent Stock Swings
August 27, 2025
The financial markets have been a dynamic arena recently, showcasing significant and often dramatic movements in individual stock valuations. These shifts are not random but are deeply rooted in...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Canada's Investment In US Stocks Hits Highest Level Since 1990s Despite Trade Tensions: 'Buy Canadian...Doesn't...Apply To Investment Portfolios'
↗
August 27, 2025
Via
Benzinga
Why Constellation Brands Stock Sank by More Than 3% Today
↗
August 26, 2025
Some professionals tracking the company feel its potential isn't immense just now.
Via
The Motley Fool
Here's How Much You Would Have Made Owning Constellation Brands Stock In The Last 15 Years
↗
August 26, 2025
Via
Benzinga
Why Constellation Brands (STZ) Shares Are Sliding Today
August 26, 2025
Shares of beer, wine, and spirits company Constellation Brands (NYSE:STZ) fell 3% in the afternoon session after a downgrade from Bank of America Securities, which lowered its rating on the stock to...
Via
StockStory
Topics
World Trade
Exploring the top movers within the S&P500 index during today's session.
↗
August 26, 2025
Get insights into the S&P500 index performance on Tuesday. Explore the top gainers and losers within the S&P500 index in today's session.
Via
Chartmill
Constellation Brands Analyst Turns Bearish As Market Conditions Worsen For Beer, Wine, Gen Z
↗
August 26, 2025
Constellation stock is down 26% YTD, with further risks from Hispanic demographic, alcohol trends, and capacity buildout in Mexico.
Via
Benzinga
Warren Buffett Just Bought 12 Dividend Stocks. Here's the Best of the Bunch for Income Investors.
↗
August 26, 2025
Income investors should especially like one of the stocks Buffett bought in the second quarter.
Via
The Motley Fool
Why Constellation Brands (STZ) Shares Are Trading Lower Today
August 25, 2025
Shares of beer, wine, and spirits company Constellation Brands (NYSE:STZ) fell 3.3% in the afternoon session after RBC Capital trimmed its price target on the stock to $230 from $233, though it...
Via
StockStory
Topics
World Trade
Explore the top gainers and losers within the S&P500 index in today's session.
↗
August 25, 2025
Stay updated with the movements of the S&P500 index in the middle of the day on Monday. Discover which stocks are leading as top gainers and losers in today's session.
Via
Chartmill
These S&P500 stocks are gapping in today's session
↗
August 25, 2025
Stay updated with the S&P500 gap up and gap down stocks on Monday. Get a glimpse of the market's movement during today's session.
Via
Chartmill
Warren Buffett's Portfolio Includes 8 High-Yield Dividend Stocks -- Here's My Top Pick
↗
August 24, 2025
Despite its challenges, Constellation Brands may be the greatest opportunity among Berkshire's high-yield dividend holdings.
Via
The Motley Fool
Topics
World Trade
Should You Join Buffett and Invest in Constellation Brands?
↗
August 22, 2025
Via
MarketBeat
Highlights From Berkshire Hathaway Earnings: 3 Key Trends Investors Should Track
↗
August 21, 2025
Berkshire reported earnings and its stock holdings recently, and there is a lot to unpack.
Via
The Motley Fool
American Booze Brands Just Found Out What 'Canada Dry' Really Means
↗
August 20, 2025
US alcohol exports to Canada dropped 60% due to trade tensions, costing producers millions. Even giants like Constellation Brands and Molson Coors are affected.
Via
Benzinga
Topics
World Trade
Warren Buffett Just Invested $3.9 Billion in 12 Stocks. Here's the Best of the Bunch.
↗
August 19, 2025
One of Berkshire Hathaway's purchases in Q2 looks like a textbook Buffett stock.
Via
The Motley Fool
Looking Into Constellation Brands's Recent Short Interest
↗
August 18, 2025
Via
Benzinga
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