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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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TripAdvisor
(NQ:
TRIP
)
14.56
-0.08 (-0.55%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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Hertz Global Holding Could Be A Comfortable Ride In 2023
February 07, 2023
Hertz Global Holdings issued a good report with favorable outlook that has the entire travel complex edging higher on hopes for growth.
Via
MarketBeat
Luxury Travel Back As China Reopens For Spring Festival
↗
January 26, 2023
Spring Festival this year is a time of special rejoicing in China as it ends its “zero-COVID” policy and
Via
Benzinga
Where Will Airbnb Stock Be in 1 Year?
↗
January 01, 2023
Investors have a bleak short-term outlook for the vacation travel platform.
Via
The Motley Fool
Stock Market Sell-Off: Is Airbnb a Buy?
↗
December 17, 2022
With the stock down by about 48%, should you buy Airbnb shares?
Via
The Motley Fool
Got $1,000? 3 Stocks to Buy Now While They're on Sale
↗
December 15, 2022
It's time to start putting the past in the past and turn your attention to these companies' most likely futures.
Via
The Motley Fool
Where TripAdvisor Stands With Analysts
↗
December 07, 2022
Via
Benzinga
Why Tripadvisor Stock Plunged Today
↗
November 08, 2022
Growth investments are weighing on the travel platform's earnings.
Via
The Motley Fool
What 5 Analyst Ratings Have To Say About TripAdvisor
↗
October 06, 2022
Within the last quarter, TripAdvisor (NASDAQ:TRIP) has observed the following analyst ratings:
Via
Benzinga
Why Booking Holdings, Southwest Airlines, and Uber Fell Today
↗
December 07, 2022
Anxiety about the end of the travel boom is hurting these three mobility stocks today.
Via
The Motley Fool
Airbnb Dominates The Market It Created
↗
December 02, 2022
Airbnb's variety and flexibility in offering accommodations for all needs have been key to the company's recent success.
Via
Talk Markets
Use The Airbnb Stock Implosion to Your Advantage
November 17, 2022
Digital lodging platform Airbnb (NASDAQ: ABNB) shares took a plunge on its Q3 2022 earnings release as the forward guidance was tepid.
Via
MarketBeat
Topics
Economy
TripAdvisor To $28? These Analysts Slash Price Targets On The Travel Company Following Earnings Miss
↗
November 09, 2022
TripAdvisor, Inc (NASDAQ: TRIP) posted worse-than-expected earnings for its third quarter.
Via
Benzinga
MannKind To Rally 57%? Here Are 5 Other Price Target Changes For Wednesday
↗
November 09, 2022
Via
Benzinga
Why Party City Holdco Shares Tumbled Over 40%; Here Are 98 Biggest Movers From Yesterday
↗
November 09, 2022
Gainers Unique Fabricating, Inc. (NYSE: UFAB) jumped 56.3% to close at $0.8205 on Tuesday. Unique Fabricating posted a Q3 loss of $0.90 per share after the closing bell on Tuesday.
Via
Benzinga
Travel Returns To Pre-Pandemic Levels, But Some Airlines, Other Industry-Related Companies Struggle
↗
November 08, 2022
According to TSA checkpoint travel numbers, flights have returned to pre-COVID-19 pandemic highs for fall as compared to 2019.
Via
Benzinga
These 2 Nasdaq Growth Stocks Missed Tuesday's Rally
↗
November 08, 2022
Could they bounce back?
Via
The Motley Fool
Perrigo, Tripadvisor, Lyft, And Some Other Big Stocks Moving Lower On Tuesday
↗
November 08, 2022
U.S. stocks traded higher, with the Dow Jones gaining more than 400 points on Tuesday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
Why TaskUs Shares Are Trading Higher By 37%? Here Are 77 Stocks Moving In Tuesday's Mid-Day Session
↗
November 08, 2022
Gainers IceCure Medical Ltd (NASDAQ: ICCM) shares jumped 39.4% to $1.4529 after the company announced a payment assignment from the Centers for Medicare & Medicaid Services for the ProSense breast...
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
↗
November 08, 2022
We're starting off the day with a look at the biggest pre-market stock movers traders need to know about on Tuesday morning!
Via
InvestorPlace
Why TripAdvisor Shares Are Trading Sharply Lower; Here Are 29 Stocks Moving Premarket
↗
November 08, 2022
Gainers
Via
Benzinga
After-Hours Alert: What's Going On With TripAdvisor Stock?
↗
November 07, 2022
TripAdvisor Inc (NASDAQ: TRIP) shares are trading lower by more than 15% in Monday's after-hours session after the company reported third-quarter earnings results that came in below analyst...
Via
Benzinga
Earnings Scheduled For November 7, 2022
↗
November 07, 2022
Companies Reporting Before The Bell • NAPCO Security Techs (NASDAQ:NSSC) is expected to report quarterly earnings at $0.13 per share on revenue of $36.34 million.
Via
Benzinga
Rebranded Remittances Business Could Expand Inter&Co's "Super App" Offering As It Eyes Global Expansion
↗
October 25, 2022
In 2021, Latin America and the Caribbean (LAC) received $127.6 billion in remittances, constituting an annual growth of 26% — the highest register
Via
Benzinga
Trip.com Group Stock Sees Relative Strength Rating Rise To 86
↗
September 06, 2022
On Tuesday, Trip.com Group stock hit a key performance benchmark, seeing its Relative Strength (RS) Rating jump to 86 from 78 the day before.
Via
Investor's Business Daily
The U.S. Jobs Market Has Fully Recovered, Favoring Travel And Shipping Industries
↗
August 08, 2022
Nearly 70% of survey respondents said they were taking a trip this summer regardless of rising prices, Covid, a potential economic slowdown or other worries.
Via
Talk Markets
iRobot, Fox Factory, TripAdvisor And Some Other Big Gainers From Friday
↗
August 08, 2022
U.S. stocks closed mixed on Friday following the release of jobs data for July. Here is the list of some big stocks moving higher in the previous session.
Via
Benzinga
Why Quoin Pharmaceuticals Plunged Over 62%; Here Are 120 Biggest Movers From Friday
↗
August 08, 2022
Gainers
Via
Benzinga
12 Communication Services Stocks Moving In Friday's Intraday Session
↗
August 05, 2022
Via
Benzinga
Why Cooper-Standard Is Trading Higher By 70%, Here Are 81 Stocks Moving In Friday's Mid-Day Session
↗
August 05, 2022
Gainers Assure Holdings Corp. (NASDAQ: IONM) shares jumped 88.8% to $3.9650 after jumping around 104% on Thursday.
Via
Benzinga
TripAdvisor: Q2 Earnings Insights
↗
August 04, 2022
TripAdvisor (NASDAQ:TRIP) reported its Q2 earnings results on Thursday, August 4, 2022 at 04:00 PM. Here's what investors need to know about the announcement. Earnings TripAdvisor beat estimated...
Via
Benzinga
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