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home
about us
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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
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
RSVP-Signup Form
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Dollar Tree
(NQ:
DLTR
)
128.61
+0.55 (+0.43%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 12, 2026
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The 3-3-3 Architect: Scott Bessent’s Tax Revolution Targets a “Non-Inflationary Boom”
January 28, 2026
As the 2026 tax filing season begins, the American economy is navigating a radical transformation defined by Treasury Secretary Scott Bessent’s "non-inflationary boom" strategy. This ambitious economic...
Via
MarketMinute
Topics
Economy
World Trade
Discount Retail Stocks Are Soaring This Year. Should You Invest?
↗
January 27, 2026
Elevated inflation is sending consumers across the income spectrum to discount stores.
Via
The Motley Fool
Topics
Economy
JPMorgan Flags Upside For Low-End Consumer Stocks On Trump Affordability Push — DLTR, DG, LUV, CHH On The List
↗
January 23, 2026
The bank’s head of equity strategy, Dubravko Lakos-Bujas, said that President Trump is likely to increase affordability efforts ahead of the midterm election season.
Via
Stocktwits
Topics
Bonds
Credit Cards
Economy
Dollar Tree Stock Slides Nearly 3% As BNP Warns Of Slowing Sales Momentum
↗
January 21, 2026
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Stocktwits
Which S&P500 stocks are gapping on Wednesday?
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January 21, 2026
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The Guidance Gap: How the 'Tariff Fog' of 2025 Paralyzed Corporate America
January 23, 2026
As the first month of 2026 draws to a close, the dust is only beginning to settle on one of the most volatile periods in recent corporate history. Throughout 2025, a cloud of "unquantifiable...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Dollar Tree's Quarterly Earnings Preview: What You Need to Know
January 23, 2026
Dollar Tree will release its fourth-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.
Via
Barchart.com
Topics
Economy
These S&P500 stocks are moving in today's session
↗
January 22, 2026
Via
Chartmill
Top S&P500 movers in Thursday's session
↗
January 22, 2026
Via
Chartmill
Dollar Tree (DLTR) Stock Trades Down, Here Is Why
January 21, 2026
Shares of discount treasure-hunt retailer Dollar Tree (NASDAQ:DLTR) fell 2.9% in the afternoon session after BNP Paribas Exane downgraded the company's stock to "Underperform" from "Neutral" and...
Via
StockStory
1 Safe-and-Steady Stock for Long-Term Investors and 2 We Turn Down
January 20, 2026
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
Via
StockStory
3 Dividend Stocks to Hold for the Next 10 Years
↗
January 20, 2026
If you're searching for income and stability, here are three excellent dividend stocks.
Via
The Motley Fool
I Predicted Five Below Stock Would Bounce Back in 2025. Here's Why I Wasn't Nearly Bullish Enough.
↗
January 18, 2026
The good news is that I don't think anyone has missed the bus.
Via
The Motley Fool
Topics
Economy
Dollar Tree Appoints Daniel Delrosario as Senior Vice President of Investor Relations and Treasurer
January 13, 2026
From
Dollar Tree, Inc.
Via
Business Wire
The Value Renaissance: Dollar General Surges as Thrift-Conscious Consumers Reshape the Retail Landscape
January 12, 2026
As of January 12, 2026, the retail sector is witnessing a dramatic divergence in performance, with value-oriented giants leading the charge. Dollar General (NYSE: DG) has emerged as a primary...
Via
MarketMinute
Topics
Economy
World Trade
What's going on in today's session: S&P500 movers
↗
January 12, 2026
Via
Chartmill
Friday's pre-market session: top gainers and losers in the S&P500 index
↗
January 09, 2026
Via
Chartmill
Trump Credits Tariffs for Market Records as Supreme Court Battle Looms Over Trade Authority
January 06, 2026
In a series of defiant statements issued from the White House and across social media early this week, President Donald Trump has doubled down on his "America First" trade agenda, crediting his...
Via
MarketMinute
Topics
Economy
Government
World Trade
1 Cash-Producing Stock to Consider Right Now and 2 We Avoid
January 01, 2026
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak...
Via
StockStory
Topics
Economy
The Rural Fortress: A Deep Dive into Dollar General’s 2026 Renaissance
January 01, 2026
Date: January 1, 2026 Introduction As we enter 2026, Dollar General Corporation (NYSE: DG) stands at a critical juncture in its eighty-year history. Once the undisputed "darling" of the retail sector,...
Via
PredictStreet
Topics
Economy
Initial Public Offering
Resilience Over Rhetoric: S&P 500 Defies Tariff Turmoil and AI Skepticism to Close 2025 with 17% Gain
December 31, 2025
The S&P 500 (INDEXSP:.INX) officially cemented a 17.3% annual gain, marking a historic third consecutive year of double-digit growth. For investors who braved a year defined by a mid-spring market...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Rebalancing: Why Wall Street is Swapping AI Growth for Consumer Staples in the Final Days of 2025
December 30, 2025
As the curtain falls on 2025, the exuberant "Agentic AI" rally that defined the first three quarters of the year is giving way to a calculated retreat into safety. In a dramatic year-end shift known...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Carvana, Tapestry & Dollar Stores Emerge As Top Consumer Gainers In 2025, But Retail Trader Eyes Are Firmly On Riskier Bets
↗
December 30, 2025
Via
Stocktwits
1 Unpopular Stock That Deserves a Second Chance and 2 We Question
December 29, 2025
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can...
Via
StockStory
Did Disney Win or Lose the OpenAI Deal?
↗
December 29, 2025
Disney agreed to let its characters be used in OpenAI's Sora videos. Is this a visionary move, or is Disney giving away its IP to AI?
Via
The Motley Fool
Topics
Artificial Intelligence
Better Consumer Staples ETF: Vanguard's VDC vs. Invesco's RSPS
↗
December 28, 2025
Expense-conscious investors face a key choice between broader coverage and focused strategy in the consumer staples sector.
Via
The Motley Fool
Topics
ETFs
The Rebirth of Dollar Tree: A Pure-Play Transformation in 2025
December 26, 2025
As of December 26, 2025, the retail landscape has witnessed one of the most significant corporate transformations in recent memory: the rebirth of Dollar Tree, Inc. (NASDAQ: DLTR) as a streamlined,...
Via
PredictStreet
Topics
Economy
Retirement
World Trade
Exploring the top movers within the S&P500 index during today's session.
↗
December 24, 2025
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Wednesday.
Via
Chartmill
The 2026 Profit Gauntlet: Why Starbucks, Chipotle, and Dollar Tree Face a High-Stakes Year
December 23, 2025
As 2025 draws to a close, the American consumer landscape is defined by a paradox of resilient spending and extreme selectivity. While the broader economy has dodged a hard landing, the "inflation...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
3 Mid-Cap Stocks We’re Skeptical Of
December 22, 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
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