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Advantages of Same Day Allocation
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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McCormick & Co
(NY:
MKC
)
67.28
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 2, 2026
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Stocks Show Modest Gains Ahead Of Fed's Inflation Report; Chipmakers Struggle, While Gold And Bitcoin Rebound: What's Driving Markets Thursday?
↗
June 27, 2024
Wall Street experienced a subdued trading day on Thursday, as traders likely chose to remain on the sidelines in anticipation of Friday’s release of the Federal Reserve’s preferred inflation gauge.
Via
Benzinga
Topics
Economy
Why McCormick Stock Jumped Today
↗
June 27, 2024
McCormick's earnings per share for the quarter were spicier than expected.
Via
The Motley Fool
MKC Stock Earnings: McCormick & Co Beats EPS, Beats Revenue for Q2 2024
↗
June 27, 2024
MKC stock results show that McCormick & Co beat analyst estimates for earnings per share and beat on revenue for the second quarter of 2024.
Via
InvestorPlace
Pending Home Sales, Nike Earnings & Friday PCE
↗
June 27, 2024
With two last trading days in the second quarter, investors and traders alike will be looking for any surprises in today’s pending home sales figures.
Via
Talk Markets
Why McCormick & Company Stock Popped Almost 12% Last Month
↗
April 03, 2024
The company is showing operating leverage despite weak sales.
Via
The Motley Fool
Where McCormick & Co Stands With Analysts
↗
April 02, 2024
Via
Benzinga
Why McCormick Stock Is Sizzling Today
↗
March 26, 2024
Sales and earnings came in better than expected.
Via
The Motley Fool
Why Food Company McCormick Shares Are Shooting Higher Today
↗
June 27, 2024
Shares of McCormick rose after reporting better-than-expected Q2 FY24 earnings. The company posted sales of $1.643 billion, slightly above the $1.637 billion consensus. Adjusted EPS of $0.69 beat...
Via
Benzinga
Wall Street Set For Weak Opening As Tech Rally Falters With Micron, Nvidia Edging Lower: Analyst Says Narrow Market Performance To Persists Unless One Of These Materializes
↗
June 27, 2024
The two-day rally the broader market witnessed could stall, as traders choose to remain cautious ahead of a string of economic catalysts.
Via
Benzinga
A Dip In Liquidity
↗
June 23, 2024
The market has seen a dip in U.S. liquidity, and only 19% of all stocks are beating the S&P 500 over the last four weeks. That hasn’t happened in over 20 years -- and possibly longer (likely the...
Via
Talk Markets
Topics
Stocks
Smoke and Mirrors: 3 Stocks Whose True Value Is a Mere Illusion
↗
June 21, 2024
Looking beyond their P/E ratio, here are three overvalued stocks that will likely have trouble meeting earnings expectations.
Via
InvestorPlace
McCormick & Company Inc. (NYSE: MKC) Highlighted for Surprising Price Action
March 26, 2024
Via
Investor Brand Network
This McCormick Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Wednesday
↗
June 12, 2024
Via
Benzinga
Uber To Rally Around 38%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
June 12, 2024
Via
Benzinga
7 Long-Term Stocks to Buy Now: May 2024
↗
May 22, 2024
While anything can happen in the markets from day to day, over the long-term, these seven long-term stocks to buy should prosper regardless.
Via
InvestorPlace
Future-Proof Your Portfolio: 3 Stocks to Invest $5000 In Now
↗
May 20, 2024
If you have spare cash lying around and would like to see more substantial returns, these are some of the safest stocks to invest in now.
Via
InvestorPlace
3 Stocks to Give You Shelter From the Coming Market Crash
↗
May 06, 2024
Market crashes are just a part of investing whose impact you can minimize by buying defensive stocks that can shine no matter the conditions.
Via
InvestorPlace
Stock Market Crash Alert: 3 Must-Buy Consumer Stocks When Prices Plunge
↗
April 30, 2024
Are you worried about the mounting economic and political problems? These three defensive consumer stocks can safeguard your portfolio.
Via
InvestorPlace
Delta Air Lines, McDonald's And 2 Other Stocks Insiders Are Selling
↗
April 24, 2024
Via
Benzinga
3 Magnificent Dividend Stocks to Buy With $500 Today
↗
April 07, 2024
A small initial investment can go a long way.
Via
The Motley Fool
Can a New CEO Fix Boeing?
↗
April 06, 2024
We also talk with e.l.f. Beauty CEO Tarang Amin about how the company is succeeding.
Via
The Motley Fool
This Magnificent Dividend Stock Is Trading Close to a Once-in-a-Decade Valuation. Is It a Buy?
↗
March 29, 2024
This stock might just spice up your dividend portfolio.
Via
The Motley Fool
3 Dividend Stocks That Have Paid and Raised Their Payouts for at Least 30 Consecutive Years
↗
March 27, 2024
Get a yield far higher than the S&P 500 by investing in these passive-income powerhouses.
Via
The Motley Fool
Topics
Stocks
Stocks Inch Higher, Tesla Rebounds, Bitcoin Holds Below $70,000: What's Driving Markets Tuesday?
↗
March 26, 2024
Wall Street is set to break a two-day losing streak on Tuesday, as major indices trended positively during midday trading in New York. The S&P 500 saw a modest uptick of 0.3% for the day, with the Dow...
Via
Benzinga
Topics
Stocks
Why Westport Fuel Systems Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
March 26, 2024
Shares of Westport Fuel Systems Inc. (NASDAQ: WPRT) fell sharply during Tuesday’s session after posting a wider-than-expected fourth-quarter loss. Westport Fuel Systems posted a quarter loss of 81...
Via
Benzinga
Dow Gains 100 Points; McCormick Posts Upbeat Results
↗
March 26, 2024
U.S. stocks traded higher midway through trading, with the Dow Jones gaining around 100 points on Tuesday. The Dow traded up 0.25% to 39,413.30 while the NASDAQ rose 0.27% to 16,448.55. The S&P 500...
Via
Benzinga
Topics
Stocks
MSTR Stock Alert: MicroStrategy Releases New AI Bot
↗
March 26, 2024
MicroStrategy stock is up on Tuesday as investors in MSTR shares react to news of a new AI bot released by the data analytics company.
Via
InvestorPlace
Topics
Artificial Intelligence
MKC Stock Earnings: McCormick & Co Beats EPS, Beats Revenue for Q1 2024
↗
March 26, 2024
MKC stock results show that McCormick & Co beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Tesla, Krispy Kreme, McCormick And Other Big Stocks Moving Higher On Tuesday
↗
March 26, 2024
U.S. stocks were higher, with the Dow Jones index gaining around 50 points on Tuesday.
Via
Benzinga
Topics
Stocks
McCormick & Company Stock Isn’t Cheap, But It Is Undervalued
March 26, 2024
McCormick & Company had a solid quarter and reaffirmed good and cautious guidance. The company is building momentum and likely to outperform this year.
Via
MarketBeat
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