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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
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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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Philip Morris International
(NY:
PM
)
178.49
+2.43 (+1.38%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 9, 2026
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3 Market-Beating Stocks to Consider Right Now
June 08, 2026
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June 03, 2026
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June 02, 2026
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Philip Morris International Participates in 2026 dbAccess Global Consumer Conference; Updates 2026 Full-Year Diluted EPS Forecast for Currency and Non-Cash Impairment Only
June 02, 2026
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Winners And Losers Of Q1: Philip Morris (NYSE:PM) Vs The Rest Of The Beverages, Alcohol, and Tobacco Stocks
May 31, 2026
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May 29, 2026
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Discover which S&P500 stocks are making waves on Tuesday.
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May 26, 2026
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Exploring the top movers within the S&P500 index during today's session.
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May 26, 2026
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Philip Morris International to Host Webcast of Presentation at the 2026 dbAccess Global Consumer Conference
May 26, 2026
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Market Crash: 3 Stocks I'd Buy Without Hesitation
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May 26, 2026
Walmart, Realty Income, and PMI are all resilient blue chip stocks.
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IQOS One of the Most Valuable Global Brands, According to Kantar’s BrandZ 2026 Ranking
May 26, 2026
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The Best Dividend Stocks to Buy and Hold Forever
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May 24, 2026
The list of companies you can trust indefinitely is quite short. Here are three of them.
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3 Dividend Stocks to Hold for the Next 20 Years
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May 22, 2026
These dividend stocks have the potential to become Dividend Kings in the coming decades.
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1 S&P 500 Stock with Impressive Fundamentals and 2 We Brush Off
May 22, 2026
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant ch...
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Philip Morris International Announces Group CFO Succession
May 20, 2026
From
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4 Brilliant High-Yield Stocks to Buy Now and Hold for the Long Term
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May 18, 2026
Not every high-dividend yield consumer stock is a bargain. These four are at different stages, but combined can support a long-term portfolio well.
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Dali Ma, Founder of Truly Yours, Attends Harvard China Forum to Discuss “Global Vision of Business Elites in the New Era”
May 18, 2026
Local time recently in the United States, the Harvard China Forum was successfully held at Harvard University. This year’s event
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Top 2 Defensive Stocks That May Plunge This Quarter
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May 15, 2026
Consumer staples stocks flashing warning to momentum traders. RSI above 70 signals overbought assets. Vita Coco & Philip Morris overperformed.
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2 Consumer Stocks to Target This Week and 1 That Underwhelm
May 13, 2026
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Share Repurchases and More Gains Ahead: The Bullish Price Surprise in Fox Stock Is Worth a Second Look Here
May 12, 2026
Both of Fox’s share classes were in yesterday’s top 10 bullish price surprises. In Fox’s case, its shares were up more than 7% due to a reasonably healthy quarterly report, suggesting more gains are in...
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May 12, 2026
Companies like Walmart, Costco, and Procter & Gamble face less risk of AI-related disruption than many other businesses.
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Why Philip Morris (PM) Stock Is Up Today
May 11, 2026
What Happened? Shares of tobacco company Philip Morris International (NYSE:PM) jumped 5.6% in the afternoon session after the U.S. Food and Drug Administrati...
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Hedge Fund WCM Dumped MercadoLibre Stock Worth $940 Million. Here's What That Means for Investors.
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May 08, 2026
MercadoLibre runs a top e-commerce and fintech platform in Latin America, offering integrated digital solutions to businesses and consumers.
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Philip Morris International’s Moira Gilchrist Positions Human Judgment as a Critical Leadership Advantage Amid Rapid AI Adoption at Wall Street Journal Forum
May 08, 2026
From
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Business Wire
Philip Morris International Holds 2026 Virtual Annual Meeting of Shareholders
May 06, 2026
From
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Philip Morris Stock: Is Wall Street Bullish or Bearish?
May 05, 2026
Despite Philip Morris’ weak performance relative to the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
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May 05, 2026
These companies will offer reliable income for decades.
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