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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
)
14.25
+0.25 (+1.79%)
Streaming Delayed Price
Updated: 1:00 PM EST, Dec 24, 2025
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All News about TripAdvisor
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The Great Migration: Why International Tech and Biotech Giants are Redomiciling to the Massachusetts Hub
December 23, 2025
The global financial landscape is witnessing a seismic shift as international corporations increasingly abandon their home markets to "onshore" in the United States. At the heart of this movement is...
Via
MarketMinute
Topics
Economy
Initial Public Offering
Should Investors Consider Tripadvisor After 13D Management Opens New $5 Million Position in the Stock?
↗
November 19, 2025
13D appears to believe that Tripadvisor has become an interesting turnaround stock as activist investors shake up the company.
Via
The Motley Fool
Topics
Regulatory Compliance
Can Netflix House Revive Dead Mall Spaces And Boost Brand Loyalty?
↗
November 17, 2025
Can a streaming company save struggling malls while building brand loyalty? Netflix House Philadelphia offers some intriguing early clues.
Via
The Motley Fool
Earnings Scheduled For November 6, 2025
↗
November 06, 2025
Via
Benzinga
P/E Ratio Insights for Tripadvisor
↗
August 12, 2025
Via
Benzinga
Earnings Scheduled For August 7, 2025
↗
August 07, 2025
Via
Benzinga
Insights Ahead: TripAdvisor's Quarterly Earnings
↗
August 06, 2025
Via
Benzinga
This Circle Internet Group Analyst Turns Bullish; Here Are Top 4 Upgrades For Friday
↗
November 14, 2025
Via
Benzinga
Elon Musk Urges 'Move' To Austin After Coinbase Follows Tesla To Texas
↗
November 12, 2025
Via
Benzinga
Delta Airlines Soars Amidst Government Shutdown Resolution Hopes, Signaling Broader Airline Recovery
November 12, 2025
Atlanta, GA – November 12, 2025 – Delta Air Lines (NYSE: DAL) emerged as a standout performer in the financial markets today, witnessing a significant surge in its stock price as optimism mounted over...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Travel Sector Soars on S&P 500: Expedia's Stellar Q3 2025 Earnings Signal Robust Market Health
November 07, 2025
New York, NY – November 7, 2025 – The S&P 500's travel sector is experiencing a significant uplift today, driven by an exceptionally strong Q3 2025 earnings season that has invigorated investor...
Via
MarketMinute
Topics
Artificial Intelligence
Climate Change
ETFs
Tripadvisor (TRIP) Q3 2025 Earnings Transcript
↗
November 06, 2025
Tripadvisor (TRIP) Q3 2025 Earnings Transcript
Via
The Motley Fool
Planning A Trip? Experts Say Travel Demand Is Booming As Booking.com Crushes Expectations
↗
October 29, 2025
Booking Holdings exceeds expectations in Q3 with strong travel demand across regions. Analysts see continued momentum and raised price targets.
Via
Benzinga
Private Assets Meet Public Markets
↗
October 23, 2025
One way or another, companies will find a way to let individuals own private assets in their retirement accounts.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Retirement
OpenAI Event Fails To Boost Participating App Makers As Concerns Remain
↗
October 07, 2025
App makers featured at an OpenAI event on Monday mostly have failed to get a lift from exposure to the poster child of AI.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Dan Ives Reveals Buyout Watchlist Including C3.ai, SanDisk, Lyft, Qualys And More: 'M&A Floodgates Are Opening'
↗
October 03, 2025
Dan Ives says AI 'M&A floodgates are opening.' See his top takeover targets, including SentinelOne, Lyft, C3.ai, SanDisk, and more.
Via
Benzinga
Topics
Artificial Intelligence
Mizuho Initiates Coverage on Travel Giants: A Cautious Yet Optimistic Outlook for Expedia and TripAdvisor
September 30, 2025
In a significant move for the online travel sector, Mizuho Securities has initiated coverage on two prominent industry players, Expedia Group (NASDAQ: EXPE) and TripAdvisor (NASDAQ: TRIP). This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
6 Stocks Goldman Sachs Says Are Poised For Potential Acquisition In Next 12 Months — Including A Huge 200% Winner
↗
September 30, 2025
Goldman Sachs has highlighted six stocks that have a high probability of being acquisition targets in the next year.
Via
Benzinga
Airbnb Wants to Be an "Everything App." Should Investors Buy the Vision?
↗
September 08, 2025
Airbnb is taking on a new venture which, if successful, could lead the company to a whole new level.
Via
The Motley Fool
Topics
Artificial Intelligence
Walmart Shows Other Retailers How It's Done
↗
August 27, 2025
Second-quarter earnings results have been littered with slumping sales and disappointing guidance. Walmart threw that narrative on its head when it said it was raising sales guidance for the rest of...
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Demystifying Tripadvisor: Insights From 5 Analyst Reviews
↗
August 11, 2025
Via
Benzinga
12 Communication Services Stocks Moving In Friday's Intraday Session
↗
August 08, 2025
Via
Benzinga
Tripadvisor (TRIP) Q2 EPS Jumps 18%
↗
August 07, 2025
Via
The Motley Fool
This Cisco Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
↗
July 14, 2025
Via
Benzinga
Expert Outlook: Tripadvisor Through The Eyes Of 6 Analysts
↗
July 14, 2025
Via
Benzinga
US Stocks Likely To Open Lower After A Week Of Records: Tesla In Focus As Elon Musk Announces America Party
↗
July 07, 2025
U.S. stock futures declined on Monday after scaling fresh records in the previous truncated week. Futures of benchmarks were trading lower.
Via
Benzinga
S&P 500 Hits Record High Following Upbeat Jobs Report: Fear & Greed Index In 'Extreme Greed' Zone
↗
July 07, 2025
U.S. stocks rise, S&P 500 hits record high after strong jobs data. CNN Fear & Greed Index shows improvement, remains in Extreme Greed zone.
Via
Benzinga
Topics
Stocks
Market Monitor News July 07 BMO (Tripadvisor, Datadog UP - Alibaba DOWN)
↗
July 06, 2025
Wall Street Flexes Muscle Before Holiday Break
Via
Chartmill
Crude Oil Down 1%; Tripadvisor Shares Jump
↗
July 03, 2025
Via
Benzinga
Why Tripadvisor Stock Is on the Map Today
↗
July 03, 2025
Investors just noticed: Tripadvisor stock is a bargain!
Via
The Motley Fool
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