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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
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
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Molson Coors Brewing
(NY:
TAP
)
45.94
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 7, 2026
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Tesla’s Autopilot Breakout Is Only The First Event Of A Busy News Week
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April 29, 2024
The week promises to be very eventful indeed - some of the biggest companies on the S&P 500 will report earnings this week.
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April 29, 2024
With the earnings season now halfway through, the percentage of S&P 500 companies reporting positive earnings surprises and the magnitude of earnings surprises were above their 10-year averages.
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Wall Street's Top 10 Stock Calls This Week - Saturday, April 27
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April 27, 2024
What has Wall Street been buzzing about this week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the trading week of April 22-26, 2024.
Via
Talk Markets
Sam Adams Says Hold My Beer — And You Are: Sales Numbers Dispute Cannabis Cannibalization Narrative
↗
April 26, 2024
Sam Adams maker Boston Beer Company isn't seeing its cannabis-infused beverage segment drain revenue from its flagship lager.
Via
Benzinga
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Analyst Ratings For Molson Coors Beverage
↗
April 09, 2024
Via
Benzinga
Molson Coors Brewing Company (NYSE: TAP) Highlighted for Surprising Price Action
April 02, 2024
Via
Investor Brand Network
Forecasting The Future: 5 Analyst Projections For Molson Coors Beverage
↗
January 16, 2024
Via
Benzinga
12 Consumer Staples Stocks Moving In Friday's Intraday Session
↗
April 26, 2024
Via
Benzinga
Breathalyzer Market Expands with Tech Advances and Stricter Alcohol Laws
April 16, 2024
From
Financial Buzz Media
Via
GlobeNewswire
Goldman Sachs Is Incrementally More Positive On Molson Coors & Constellation Brands: Here's Why
↗
April 09, 2024
Goldman Sachs analyst Bonnie Herzog is incrementally more positive on Molson Coors Beverage & Constellation Brands but incrementally negative on Boston Beer Company based on feedback from the beer...
Via
Benzinga
Molson Coors Beverage Company to Webcast 2024 First Quarter Earnings Conference Call
April 02, 2024
From
Molson Coors
Via
Business Wire
3 Beer Stocks: What This Analyst Thinks Is Brewing
↗
March 22, 2024
With consumer spending taking a hit on elevated interest rates, more economical alcohol brands, especially beer stocks, have been in focus. Analyst Michael Lavery of Piper Sandler initiated coverage of...
Via
Benzinga
Tilray's Redecan Launches Spring Lineup As Medical Cannabis Giant Ramps Up Its 'Diversification' Strategy
↗
March 21, 2024
Tilray Brands (TSX: TLRY) continues to promote its cannabis vertical even though lately it's been ramping up its beer business vertical as a way to establish itself in the U.S. On Thursday, Canadian...
Via
Benzinga
Topics
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3 Alcohol Stocks That Are a Way Better Buy Than Beleaguered BUD
↗
March 11, 2024
With earnings expected to normalize, investors need to be discerning about Bud. So, here are three alcohol stocks that offer better buys.
Via
InvestorPlace
Anheuser-Busch InBev Q4 Earnings Preview: Bud Light Recovery, Super Bowl Impact, Cramer Cautions 'People Don't Seem To Like The Beer Companies'
↗
February 28, 2024
Investors will pour over Anheuser-Busch InBev Q4 earnings results with details of the recovery of Bud Light and guidance for 2024.
Via
Benzinga
5 Consumer Staple Stocks To Buy Amid Ongoing Market Volatility
↗
February 25, 2024
The Wall Street rally that saw major indexes hit all-time highs in early February has suddenly come to a halt, with markets turning volatile again last week. Given this rise in volatility, these...
Via
Talk Markets
Jim Cramer Toasts Anheuser-Busch And Molson Coors, But Recommends Buying This Beer Stock
↗
February 15, 2024
On CNBC’s "Mad Money Lightning Round," Jim Cramer recommended waiting another quarter to buy Walgreens Boots Alliance, Inc. (NASDAQ: WBA).
Via
Benzinga
What's Going On With Beer Maker Molson Coors Stock Today?
↗
February 13, 2024
Molson Coors saw strong Q4 earnings, beating estimates and issuing positive 2024 guidance. Net sales increased 6.1% driven by favorable price and sales mix, favorable foreign currency impacts and...
Via
Benzinga
Molson Coors Beverage Company Reports 2023 Fourth Quarter and Full Year Results
February 13, 2024
From
Molson Coors
Via
Business Wire
Nasdaq, S&P 500 Set For Weaker Open As Traders Keep Eyes Peeled On Inflation Data: Analyst Flags Key CPI Report Item To Watch
↗
February 13, 2024
Despite the Fed rhetoric about the inflation fight being still on, the central bank will likely cut rates this year, an analyst said.
Via
Benzinga
Topics
Economy
Stocks
Super Bowl Commercials Preview: Celebrities, Movie Trailers And The Taylor Swift Effect
↗
February 09, 2024
Super Bowl LVIII commercials will include new companies, celebrities and movie trailers. Here's a preview of what to expect.
Via
Benzinga
Earnings Scheduled For February 13, 2024
↗
February 13, 2024
Companies Reporting Before The Bell • LCI Indus (NYSE:LCII) is likely to report quarterly earnings at $0.18 per share on revenue of $838.27 million.
Via
Benzinga
Super Bowl Commercials 2024: Complete List Of Super Bowl LVIII Ads And Companies Behind Them
↗
February 12, 2024
The complete list of Super Bowl LVIII commercials and the companies behind them, including the stock tickers.
Via
Benzinga
Is It Too Late to Buy Tilray Brands Stock?
↗
January 31, 2024
If this company can stage a comeback, it would be an incredible one.
Via
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Cannabis Sector Outlook: 3 Top Growth Opportunities for Investors
↗
January 29, 2024
These three cannabis growth stocks emerge as prime growth candidates, driven by regulatory tailwinds and market confidence.
Via
InvestorPlace
Topics
Cannabis
3 Cannabis Stocks to Buy in the ‘Green Zone’
↗
January 25, 2024
It's now time to take a look at these three cannabis stocks to buy, as each one is currently within TradeSmith's "Green Zone."
Via
InvestorPlace
Topics
Cannabis
Tilray Brands Seizes 40% Of Canada's Cannabis Beverages Market Share By Acquiring This Company
↗
January 24, 2024
Tilray Brands solidifies 40% market share in Canada's cannabis beverage industry with Truss Beverage acquisition. Learn more.
Via
Benzinga
Topics
Cannabis
Tilray Brands Completes Acquisition of Truss Beverage Co.
January 24, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Beer Is The Only Thing Constellation Brands Does Not Have To Worry About
↗
January 12, 2024
On Friday, Constellation Brands (NYSE: STZ) reported its third quarter financials that fell short of expectations as persistently high inflation slowed down the demand for its high-priced spirits.
Via
Benzinga
Topics
Economy
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