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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
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
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Procter & Gamble
(NY:
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155.22
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Updated: 7:00 PM EDT, Mar 9, 2026
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Shares of P&G Struggled in 2025. What Will It Do in 2026?
↗
December 19, 2025
Tariffs and souring consumer sentiment made 2025 a tough year for Procter & Gamble shareholders.
Via
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The 10% Shadow: Analyzing the Growing Risk of a 30% Market Correction in 2026
December 19, 2025
As 2025 draws to a close, a sobering forecast from Barron’s has sent ripples through the financial community, suggesting a 10% probability of a massive 30% stock market crash in 2026. While the broader...
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P&G to Webcast Discussion of Second Quarter 2025/26 Earnings Results on January 22
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December 19, 2025
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2 Profitable Stocks to Consider Right Now and 1 We Turn Down
December 18, 2025
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Want $10,000 in Passive Income? This Vanguard ETF Could Be Your Ticket to Making It Happen.
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December 18, 2025
Investors would need to have over $330,000 invested in this Vanguard dividend ETF.
Via
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Global Markets Surge as US Inflation Thaw Ends the 'Data Dark Age'
December 18, 2025
The global financial landscape underwent a seismic shift on December 18, 2025, as the release of long-awaited U.S. inflation data triggered a massive relief rally across international markets. After a...
Via
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The Great Rotation: Small-Cap Growth Surges as Investors Ditch Defensive Safety for Post-Fed Gains
December 18, 2025
The financial markets are witnessing a historic "Great Rotation" this December, as the era of defensive posturing and mega-cap concentration appears to be giving way to a broad-based growth rally....
Via
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Inflation Relief Sparks Year-End Rally: A Tale of Two Indices as Nasdaq and Dow Diverge
December 18, 2025
The financial markets breathed a collective sigh of relief on December 18, 2025, as a long-awaited inflation report finally provided clarity to an investment community that had been trading in the dark...
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The Yield Search: Why Retirees are Swapping Growth for Defense in a Shifting 2025 Market
December 18, 2025
As of December 18, 2025, the financial landscape is undergoing a significant transformation, forcing retirees to reconsider their high-octane growth strategies in favor of more stable,...
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The Emotional Rollercoaster: How Fear and Greed Shape Investor Behavior in Market Downturns
December 17, 2025
The financial markets, often perceived as bastions of rational decision-making, are, in reality, deeply swayed by the powerful currents of human emotion. As the global economy navigates its inherent...
Via
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Market Turbulence Ahead: Navigating Divergent Monetary Policies and Geopolitical Crosscurrents
December 17, 2025
As December 2025 draws to a close, global financial markets find themselves in a period of heightened volatility, a complex tapestry woven from disparate central bank strategies, a fragile global...
Via
MarketMinute
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The Market's Shifting Sands: Investor Behavior Points to Risk-Off Pivot Amidst Year-End Selloff
December 17, 2025
The financial markets are currently experiencing a significant recalibration, with investor behavior data as of December 17, 2025, signaling a distinct "risk-off" posture despite underlying bullish...
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MarketMinute
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Investors Rotate Out of Big Tech and AI: A Market Reassessment Underway
December 17, 2025
As late 2025 draws to a close, a significant recalibration is underway in global financial markets, with investors increasingly rotating capital away from the once-dominant Big Tech and Artificial...
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MarketMinute
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Wall Street Reels as Market-Wide Selloff Grips Major Indices
December 17, 2025
As December 17, 2025, draws to a close, Wall Street finds itself in the throes of a significant market-wide selloff, sending shockwaves across global financial markets. Major U.S. indices—the Dow Jones...
Via
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Pantene Unveils Latest Innovation With “As Seen in Alix’s Shower” in Partnership With Alix Earle
December 17, 2025
From
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US Inflation Data Looms: A Critical Juncture for Global Stock Markets
December 17, 2025
Global stock markets are bracing for a pivotal week as crucial US inflation data, particularly the November 2025 Consumer Price Index (CPI), is set to be released. With inflation still hovering above...
Via
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Topics
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S&P 500 Battles to Break Losing Streak Amidst Economic Uncertainty
December 17, 2025
The S&P 500, a bellwether for the broader U.S. economy, is facing a critical juncture on December 17, 2025, as it attempts to halt a three-day slide that has wiped billions off market valuations....
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The Safest Dividend ETF for a Recession -- Based on 30 Years of Market Data
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December 17, 2025
When in doubt, go to where the money will continue to flow.
Via
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Topics
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Should Dividend Stock Investors Buy Procter & Gamble Stock Before 2026?
↗
December 17, 2025
The consumer staples company is experiencing headwinds as consumers are looking for cheaper options.
Via
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Midday Market Monitor: Inflation Fears Resurface, Pushing Indices Lower
December 16, 2025
As the trading day approached its midpoint on December 16, 2025, a palpable sense of unease gripped Wall Street, sending major U.S. stock indices into negative territory. Renewed concerns over...
Via
MarketMinute
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Market Crossroads: Jobs Stumble, AI Bubble Fears Mount, and Oil Plummets
December 16, 2025
The global financial markets are navigating a tumultuous period as of December 16, 2025, grappling with a trifecta of significant headwinds: a rapidly weakening labor market, escalating concerns over...
Via
MarketMinute
Topics
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Market Jitters: Stocks Hover Near Session Lows Amidst Mixed Economic Signals and Fed Uncertainty
December 16, 2025
New York, NY – December 16, 2025 – U.S. equities are treading water in afternoon trading, with major indices hovering near session lows as investors grapple with a complex web of mixed economic data,...
Via
MarketMinute
Topics
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Dow Jones Navigates Treacherous Waters: Is a Historic Loss on the Horizon Amidst Mixed Economic Signals?
December 16, 2025
The Dow Jones Industrial Average (DJIA) finds itself at a critical juncture in December 2025, having recently scaled unprecedented heights only to face a sudden downdraft that has investors questioning...
Via
MarketMinute
Topics
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Bonds
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US Stock Market Holds Breath: Jobs Report Looms, Interest Rate Future Hangs in Balance
December 15, 2025
The United States stock market is currently navigating a period of heightened uncertainty and wavering sentiment as investors eagerly await a series of crucial economic reports, most notably the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Profit Powerhouse: Strong Earnings Outlook Defies Market Slips, Signaling Continued Bull Run for US Stocks
December 16, 2025
Despite recent pockets of volatility and "slips" in the U.S. stock market during late 2025, a robust corporate profit outlook is emerging as a powerful counter-narrative, fueling investor optimism and...
Via
MarketMinute
Topics
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Economy
Stocks
Navigating the Currents: Dow, S&P 500, and Nasdaq Chart Divergent Courses
December 15, 2025
The opening of a recent trading week saw a familiar yet complex narrative unfold across Wall Street's major benchmarks, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite exhibiting a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Global Economy Braces for Slowdown: A Seismic Shift for Commodity Markets
December 15, 2025
The global economy is entering a period of pronounced deceleration, a trend largely driven by persistent inflation and the aggressive monetary tightening policies adopted by major central banks...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Downy and USA Hockey Announce Partnership By Sending One Lucky Fan To The Olympic and Paralympic Winter Games Milano Cortina 2026
December 15, 2025
From
Procter & Gamble
Via
Business Wire
Navigating the Tempest: Strategies for Investors in a Choppy 2025 Stock Market
December 12, 2025
The global stock market is currently experiencing a period of heightened volatility and significant choppiness as of December 12, 2025, presenting a complex landscape for investors. This instability is...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
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