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home
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
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TAF sm Program
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Quarterly Performance Reports
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Rockwell Automation
(NY:
ROK
)
365.02
-3.90 (-1.06%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 2, 2026
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Wall Street Recovers, Apple Rallies 6% On $100-Billion Gov Manufacturing Investment: What's Moving Markets Wednesday?
↗
August 06, 2025
U.S. stocks rebounded sharply on Wednesday, fully erasing last Friday's losses, as upbeat corporate earnings and renewed investor optimism outweighed concerns over escalating trade tensions.
Via
Benzinga
Which S&P500 stocks are moving on Wednesday?
↗
August 06, 2025
Let's have a look at what is happening on the US markets in the middle of the day on Wednesday. Below you can find the top S&P500 gainers and losers in today's session.
Via
Chartmill
Earnings Scheduled For August 6, 2025
↗
August 06, 2025
Via
Benzinga
Breaking Down Rockwell Automation: 16 Analysts Share Their Views
↗
June 04, 2025
Via
Benzinga
Rockwell Automation Raises Profit Outlook, Sees Strong Customer Spend And Margin Expansion
↗
August 06, 2025
Rockwell Automation (NYSE: ROK) stock fell after reporting Q3 fiscal 2025 results, with higher EPS and sales but lower operating margins.
Via
Benzinga
What's going on in today's session: S&P500 gap up and gap down stocks
↗
August 06, 2025
Curious about the market action on Wednesday? Dive into the US markets to explore the gap up and gap down stocks in the S&P500 index during today's session.
Via
Chartmill
Rockwell Automation’s (NYSE:ROK) Q2 Sales Top Estimates, Full-Year Outlook Slightly Exceeds Expectations
August 06, 2025
Industrials automation company Rockwell (NYSE:ROK) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 4.6% year on year to $2.14 billion. The company’s full-year revenue...
Via
StockStory
Rockwell Automation Reports Third Quarter 2025 Results
August 06, 2025
From
Rockwell Automation, Inc.
Via
Business Wire
Earnings To Watch: Rockwell Automation (ROK) Reports Q2 Results Tomorrow
August 04, 2025
Industrials automation company Rockwell (NYSE:ROK) will be reporting results this Wednesday before the bell. Here’s what you need to know.
Via
StockStory
Forget a Takeover From Autodesk, PTC Is a Great Stock to Buy Anyway. Here's Why.
↗
July 27, 2025
Autodesk appears to have backed off a reported deal with PTC, but the product lifecycle management software company still looks like a great value.
Via
The Motley Fool
Topics
Regulatory Compliance
Top Stocks Powering the Fourth Industrial Revolution
↗
July 24, 2025
The Fourth Industrial Revolution gains momentum in 2025, driving value for shareholders. This is a look at the what, how, why and where for investors.
Via
MarketBeat
Topics
Artificial Intelligence
Economy
Rockwell Automation to Report Third Quarter Fiscal 2025 Results
July 23, 2025
From
Rockwell Automation, Inc.
Via
Business Wire
Internet of Things Stocks Q1 Results: Benchmarking Vontier (NYSE:VNT)
July 22, 2025
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the internet of things industry, including Vontier (NYSE:VNT) and its peers.
Via
StockStory
3 Industrials Stocks We Think Twice About
July 21, 2025
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and...
Via
StockStory
Topics
Stocks
3 Cash-Producing Stocks with Warning Signs
July 18, 2025
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Via
StockStory
2 High-Flying Stocks with Solid Fundamentals and 1 to Steer Clear Of
July 15, 2025
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly...
Via
StockStory
1 Large-Cap Stock to Target This Week and 2 to Be Wary Of
July 11, 2025
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an...
Via
StockStory
This Rockwell Automation Analyst Begins Coverage On A Bullish Note; Here Are Top 4 Initiations For Monday
↗
July 07, 2025
Via
Benzinga
What Does the Market Think About Rockwell Automation?
↗
July 02, 2025
Via
Benzinga
Rockwell Automation Stock: A Deep Dive Into Analyst Perspectives (18 Ratings)
↗
July 02, 2025
Via
Benzinga
Meta, KKR, Lululemon And An Industrial Stock On CNBC's 'Final Trades'
↗
June 30, 2025
Experts predict KKR, Lululemon, Meta Platforms, and Rockwell Automation to perform well.
Via
Benzinga
As US Equity Funds Bleed $18 Billion, Sector ETFs Offer Tactical Opportunities: XLK, XLI, ROBO In Focus
↗
June 20, 2025
As broader U.S. equity funds suffered their largest weekly outflow of $18.43 billion since March this week, sector ETFs quietly shined.
Via
Benzinga
Topics
ETFs
Winners And Losers Of Q1: Emerson Electric (NYSE:EMR) Vs The Rest Of The Internet of Things Stocks
June 18, 2025
Let’s dig into the relative performance of Emerson Electric (NYSE:EMR) and its peers as we unravel the now-completed Q1 internet of things earnings season.
Via
StockStory
Peering Into Rockwell Automation's Recent Short Interest
↗
June 13, 2025
Via
Benzinga
Rockwell Automation Declares Quarterly Dividend at $1.31 Per Share on Common Stock
June 11, 2025
From
Rockwell Automation, Inc.
Via
Business Wire
ROK Q1 Earnings Call: Tariffs, Cost Discipline, and Automation Demand Shape Outlook
June 11, 2025
Industrials automation company Rockwell (NYSE:ROK) reported Q1 CY2025 results topping the market’s revenue expectations, but sales fell by 5.9% year on year to $2 billion. Its non-GAAP profit of $2.45...
Via
StockStory
Topics
Economy
World Trade
Automotive Industry Shifts Gears As Talent and Technology Take Center Stage
June 03, 2025
From
Rockwell Automation, Inc.
Via
Business Wire
Ninety-Five Percent of Manufacturers Are Investing in AI to Navigate Uncertainty and Accelerate Smart Manufacturing
June 03, 2025
From
Rockwell Automation, Inc.
Via
Business Wire
This Rockwell Automation Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
↗
May 30, 2025
Via
Benzinga
Rockwell Automation (NYSE:ROK): Strongest Q1 Results from the Internet of Things Group
May 29, 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 Rockwell Automation (NYSE:ROK) and the best...
Via
StockStory
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