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home
about us
Investment Approach
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Market Analysis Summary
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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
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Client Contact with Portfolio Manager(s)
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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Westrock Company Common Stock
(NY:
WRK
)
51.51
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Jul 5, 2024
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Stocks That Hit 52-Week Lows On Tuesday
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March 08, 2022
Tuesday's session saw 729 companies set new 52-week lows. Areas of Interest About Today's 52-Week Lows: Amazon.com (NASDAQ:AMZN) was the largest firm on a...
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WestRock Announces Participation in Upcoming Investor Conference
February 15, 2022
From
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3 Lumber Stocks to Buy for Growth and Dividends
↗
February 10, 2022
Carefully chosen lumber stocks provide strong yield and dividend growth potential. These three offer exposure to an often-forgotten commodity.
Via
InvestorPlace
WestRock Announces Bob McIntosh, Executive Vice President, General Counsel and Secretary to Retire; Denise Cade to Become General Counsel
February 09, 2022
From
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Business Wire
Three Attractive Lumber Stocks
↗
February 08, 2022
Lumber prices have more than doubled in the last two years. Even though they have corrected significantly off their all-time high, they are still hovering at a high level.
Via
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Recap: WestRock Q1 Earnings
↗
February 03, 2022
WestRock (NYSE:WRK) reported its Q1 earnings results on Thursday, February 3, 2022 at 06:30 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Scheduled For February 3, 2022
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February 03, 2022
Companies Reporting Before The Bell • Tuesday Morning (NASDAQ:TUEM) is likely to report earnings for its second quarter.
Via
Benzinga
Analyst Ratings For WestRock
↗
January 20, 2022
Over the past 3 months, 4 analysts have published their opinion on WestRock (NYSE:...
Via
Benzinga
BofA Downgrades WestRock, Cuts Price Target By 5%
↗
January 20, 2022
BofA analyst George Staphos downgraded WestRock Co (NYSE:
Via
Benzinga
WestRock Reports Fiscal 2022 First Quarter Results
February 03, 2022
From
WestRock Company
Via
Business Wire
WestRock Announces Election of E. Jean Savage to Board of Directors
February 01, 2022
From
WestRock Company
Via
Business Wire
WestRock Announces Plans to Construct New Corrugated Box Facility in the Pacific Northwest
February 01, 2022
From
WestRock Company
Via
Business Wire
WestRock Earns Perfect Score in Human Rights Campaign Foundation’s 2022 Corporate Equality Index
January 31, 2022
From
WestRock Company
Via
Business Wire
WestRock Announces Quarterly Dividend of $0.25 Per Share
January 27, 2022
From
WestRock Company
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For January 20, 2022
↗
January 20, 2022
Upgrades For W.P. Carey Inc (NYSE:WPC), B...
Via
Benzinga
Grupo Modelo Partners With WestRock and Grupo Gondi in Transition to CanCollar® Eco Packaging, Eliminating Over 100 Tons1 of Plastic Waste
January 10, 2022
From
WestRock Company
Via
Business Wire
WestRock Announces Conference Call to Discuss First Quarter Fiscal 2022 Results
December 21, 2021
From
WestRock Company
Via
Business Wire
WestRock Announces Participation in Upcoming Investor Conference
November 18, 2021
From
WestRock Company
Via
Business Wire
WestRock Named to Dow Jones Sustainability Index for North America for Second Consecutive Year
November 17, 2021
From
WestRock Company
Via
Business Wire
What 5 Analyst Ratings Have To Say About WestRock
↗
November 11, 2021
Within the last quarter, WestRock (NYSE:WRK) has observed the following analy...
Via
Benzinga
WestRock (WRK) Q4 2021 Earnings Call Transcript
↗
November 09, 2021
WRK earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
WestRock Reports Fiscal 2021 Fourth Quarter Results: Record Net Sales of $5.1 Billion Up 14%
November 09, 2021
From
WestRock Company
Via
Business Wire
Earnings Scheduled For November 9, 2021
↗
November 09, 2021
Companies Reporting Before The Bell • Imara (NASDAQ:IMRA) is projected to report earnings for its third quarter. • KT (NYSE:KT) is projected to report earnings...
Via
Benzinga
WestRock Again Honored for Innovative Design Excellence by Paperboard Packaging Council
November 01, 2021
From
WestRock Company
Via
Business Wire
WestRock Increases Dividend to New Annualized Rate of $1.00 Per Share
October 28, 2021
From
WestRock Company
Via
Business Wire
WestRock Announces Executive Vice President and Chief Financial Officer Succession
October 26, 2021
From
WestRock Company
Via
Business Wire
WestRock Announces Conference Call to Discuss Fourth Quarter Fiscal 2021 Results
October 08, 2021
From
WestRock Company
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For October 13, 2021
↗
October 13, 2021
Upgrades DA Davidson upgraded the previous rating for Columbia Banking System Inc (NASDAQ:
Via
Benzinga
WestRock Announces Participation in Upcoming Investor Conference
September 02, 2021
From
WestRock Company
Via
Business Wire
ESG Investing: Focusing on Significant Business Sector Shifts
↗
August 09, 2021
As governments, companies, and their stakeholders increase their engagement with environmental, social, and governance (ESG)-related concerns, traditional industries seem to be staging significant...
Via
Talk Markets
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