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home
about us
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Firm ADV PDFs
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
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3M Co
(NY:
MMM
)
148.10
+1.43 (+0.97%)
Streaming Delayed Price
Updated: 11:26 AM EDT, Mar 25, 2026
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Wall Street’s ‘Fear Gauge’ Reclaims the 20 Mark: Why the Greenland Tariff Threat and Earnings Redlining Triggered a Market Reset
January 20, 2026
The CBOE Volatility Index (VIX), often hailed as the stock market’s “fear gauge,” surged past the critical 20.00 threshold on January 20, 2026, marking a significant shift in investor sentiment as the...
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3M Stock Price Forecast Ahead Of Earnings: Will It Surge To $200?
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January 20, 2026
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3M CO (NYSE:MMM) Stock Falls on Mixed Q4 Results Despite Narrow EPS Beat
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January 20, 2026
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Industrial Resilience: 3M Exceeds 2025 Targets as CEO Bill Brown Plots Growth for 2026
January 20, 2026
The morning of January 20, 2026, 3M (NYSE: MMM) released its fourth-quarter and full-year 2025 financial results, signaling a definitive turn in the company’s multi-year effort to shed its image as a...
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Dow Falls Over 500 Points; 3M Posts Upbeat Earnings
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January 20, 2026
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These S&P500 stocks that are showing activity before the opening bell on Tuesday.
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January 20, 2026
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Post-It Maker 3M Focuses On Expanding Margins In 2026
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January 20, 2026
3M's stock fell after reporting Q4 2025 earnings with $6.023B sales, exceeding estimates. 2026 outlook projects growth and margin expansion.
Via
Benzinga
3M Beats Q4 Estimates On $1.83 EPS, Guides Higher For 2026
↗
January 20, 2026
3M posted a Q4 earnings and revenue beat, delivering $1.83 adjusted EPS and $6.1 billion in sales, while forecasting growth in 2026.
Via
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3M (NYSE:MMM) Posts Better-Than-Expected Sales In Q4 CY2025
January 20, 2026
Industrial conglomerate 3M (NYSE:MMM) announced better-than-expected revenue in Q4 CY2025, with sales up 5.6% year on year to $6.13 billion. Its non-GAAP profit of $1.83 per share was 1.7% above...
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StockStory
Option Volatility And Earnings Report For January 20 - 23
January 20, 2026
Earnings season ramps up this week with some big names set to report. This week we have Netflix, Intel, Johnson & Johnson, Freeport McMoran and 3M Company all reporting in what shapes as a busy and...
Via
Barchart.com
3M, Netflix And 3 Stocks To Watch Heading Into Tuesday
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January 20, 2026
US stock futures lower, eyes on 3M, D.R. Horton, BOK Financial earnings; United Airlines and Netflix report after market close.
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3M Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
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January 20, 2026
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The Great Industrial Turnaround: A Deep Dive into the New 3M (MMM) in 2026
January 19, 2026
Date: January 19, 2026 Author: Finterra Research Team Introduction As the opening bell prepares to ring on a new week, all eyes in the industrial sector are fixed on St. Paul. 3M Company (NYSE: MMM),...
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Finterra
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3M (MMM) Q4 Earnings Report Preview: What To Look For
January 18, 2026
Industrial conglomerate 3M (NYSE:MMM) will be announcing earnings results this Tuesday before market open. Here’s what to look for.
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The US Uncertainty Gap: Why American CEOs Are Freezing Capital in 2026
January 16, 2026
As the world’s financial elite gather for the annual World Economic Forum in Davos, a stark divergence has emerged in the global executive psyche. While much of the world is cautiously eyeing a...
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Expert Outlook: 3M Through The Eyes Of 8 Analysts
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January 16, 2026
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How To Earn $500 A Month From 3M Stock Ahead Of Q4 Earnings
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January 16, 2026
3M has an annual dividend yield of 1.71% ($2.92 a year). So, how can investors exploit its dividend yield to pocket a regular $500 monthly?
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Can This REIT Maintain Its 15% Yield?
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January 15, 2026
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Solventum (SOLV): The 3M Spin-Off That Found Its Rhythm – A 2026 Deep-Dive Analysis
January 14, 2026
Date: January 14, 2026 Introduction Since its high-profile separation from industrial conglomerate 3M Company (NYSE: MMM) in April 2024, Solventum Corporation (NYSE: SOLV) has undergone a profound...
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Finterra
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McDonald's Was Left Behind in 2025's Rally: Are Shares a Buy?
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January 13, 2026
McDonald's shares lagged in 2025, but the company could be months away from a milestone that barely 1 in 1,000 companies hit.
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3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade
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January 12, 2026
These three under-the-radar ideas are each growing by at least 28% and supported by durable trends.
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Prediction: Nvidia Will Be Worth $7 Trillion by the End of 2026
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January 12, 2026
Nvidia's growth trajectory is unlike anything the market has seen.
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Nvidia Defies "Old Economy" Headwinds: AI Juggernaut Surges as Dow Lags Under Regulatory and Manufacturing Strain
January 12, 2026
As the opening bell of 2026 rings in a new era of market bifurcation, Nvidia Corp. (Nasdaq: NVDA) continues to demonstrate a singular resilience that has left the broader market in its wake. While the...
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An Investor's Guide to 2026
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January 12, 2026
What does the new year bring to investors?
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Why Ciena Stock Rocked the Market in December
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January 11, 2026
The company is highly popular among investors thanks to its solid position as a supplier of hardware that underpins AI systems.
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Frictionless Growth? A Deep Dive Research Feature on WD-40 Company (WDFC)
January 09, 2026
The global maintenance products market received a jolt this morning as the WD-40 Company (NASDAQ: WDFC), the San Diego-based titan of lubricants and household chemicals, reported a surprising earnings...
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