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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
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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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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RSVP-Signup Form
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Nestle S.A ADR
(OP:
NSRGY
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98.52
+1.93 (+2.00%)
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Updated: 3:59 PM EDT, Jul 24, 2026
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Is There Collusion in the Baby-Formula Industry?: FTC Scrutinizes State Contracts Bidding Process
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May 24, 2023
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Jenny Craig Loses All Its Weight, Confirms Closure After 40 Years: Who Benefits?
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May 03, 2023
Jenny Craig Inc., a once-popular weight loss and nutrition business, announced its closure after 40 years due to an inability to secure additional financing.
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Consider these exchange-traded funds for diversification, low costs and a margin of safety as stocks recover from their lows of the past year
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Nestle Reports Solid Sales Growth In Q1 On Strong Pricing Growth Amid Inflation
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April 25, 2023
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2 Biotech Stocks That Could Soar by 130% and 92%, According to Wall Street
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April 04, 2023
Arrowhead Pharmaceuticals and Seres Therapeutics are screaming buys, according to some Wall Street analysts.
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Nestle Shuts Buitoni Pizza Factory In France Following Outbreak Issues
↗
March 31, 2023
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Benzinga
Nestlé Plans To Hike Prices In 2023: Report
↗
February 16, 2023
Nestlé ADR (OTC: NSRGY) Chief Executive Mark Schneider reportedly said the food major is likely to raise prices further in 2023.
Via
Benzinga
Nestlé Pilots Paper Packaging For KitKat
↗
January 11, 2023
Food and beverage giant Nestlé announced today that it is testing out the introduction of paper packaging for its KitKat chocolate brand, with the launch of a pilot in Australia.
Via
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UL: The Brand-Name Giant Doing A Huge Profit Turnaround
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April 01, 2023
Unilever looks to be poised for a major turnaround, thanks to the entry of a new CEO.
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Tesla Recalls Some Semi-Trucks, Ford Slams Brakes On Self-Driving Dreams, TikTok Founder Meets Walmart Chief Privately: Today's Top Stories
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March 31, 2023
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Alibaba To Restructure Seeking Fresh IPOs, Lucid Recalls Over 600 Air Vehicles, Disney Pulls Plug On Metaverse Unit: Today's Top Stories
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Nestle Plans To Review Banking Relationships Following Credit Suisse Downfall: Report
↗
March 28, 2023
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From Controversial To Profitable: Why Nestlé, Procter & Gamble, PepsiCo And Other CPG Brands Should Embrace Cannabis
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March 23, 2023
The Consumer Packaged Goods (CPG) Market worldwide is expected to reach $2.3 trillion by 2027. However, CPG companies face multiple challenges such as how to strengthen consumer loyalty in a highly...
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10 Best Consumer Staples ETFs
March 09, 2023
Consumer staples ETFs may offer trading flexibility, portfolio diversification and tax benefits. Check out the best consumer staples ETFs.
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Why Investors Are Pouring Money Into International ETFs
↗
February 08, 2023
After years of underperformance, international stocks have started rebounding over the past few weeks. Despite recent surge, these stocks are still much more attractively priced compared to US stocks.
Via
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Why Starbucks Is 1 of the Best Stocks to Hold in 2023
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February 08, 2023
The leading coffee brand has an important growth catalyst that doesn't get enough attention.
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The 7 ETFs to Buy for the Perfect Portfolio
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February 01, 2023
These seven ETFs to buy provide investors with an easily manageable portfolio that delivers good risk-adjusted returns over the long haul.
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3 Global Stocks to Buy to Get Around America’s Slowdown
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January 30, 2023
If you’re looking to put some of your cash to work in 2023, these three global stocks to buy could be better options than U.S. stocks.
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3 Hidden Stocks That Could Make You a Fortune
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January 24, 2023
These stocks don't get headlines, but they generate profits for investors.
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Starbucks Stock in 2023: Bull vs. Bear
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January 13, 2023
Can this ubiquitous coffeehouse chain deliver on management's targets?
Via
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Meta Settles Cambridge Analytica Scandal Case, Microsoft Files Rebuttal To FTC's Lawsuit Against Activision Deal, US Winter Storm Snaps Holiday Plans: Today's Top Stories
↗
December 23, 2022
Reuters
Via
Benzinga
Nestle CFO Warns Of Tough First Half In 2023: Report
↗
December 23, 2022
Nestle ADR (OTC: NSRGY) Chief Financial Officer Francois-Xavier Roger said the first six months of 2023 will be challenging.
Via
Benzinga
3 Consumer Staples Stocks Paying Solid Dividends May Protect Your Portfolio During Downturn
↗
December 19, 2022
During times of recession or high inflation, people will still need to purchase everyday necessities such as food, cleaning supplies, and hygiene products.
Via
Benzinga
The Fastest-Growing Brands In 2022: How Crocs, Apple, Zelle And More Stack Up Across Boomers, Gen Z, Gen X, Millennials
↗
December 12, 2022
A new poll highlighted the fastest-growing brands based on awareness. The poll results were sorted by age demographic, which could help show which brands are bound to be popular in the future. Here’s a...
Via
Benzinga
After 16 Years, Roche's Pharma Division Head Decides To Step Down
↗
December 12, 2022
Via
Benzinga
Nestle Mulls Selling Peanut-Allergy Treatment Palforzia; Outlines 2025 Targets
↗
November 29, 2022
Via
Benzinga
A Sitcom Character Inspired This Investor
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November 26, 2022
Plus, a look at the "Buffett premium" that investors give to Berkshire Hathaway stock.
Via
The Motley Fool
Nestle's Nespresso Launches Paper-Based Compostable Coffee Capsules
↗
November 21, 2022
Via
Benzinga
5 Food Stocks Positioned to Profit in 2023
↗
November 18, 2022
While most stocks were down in 2022, these food stocks provided excellent dividends and growth for those interested in food processing.
Via
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Elon Musk's Blue Check Verification Hurts: 8 Companies That Took A Hit From Twitter Account Impersonators
↗
November 13, 2022
Elon Musk’s takeover of Twitter has only served to compound the social media platform’s woes, at least during the initial stage.
Via
Benzinga
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