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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
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Philip Morris International
(NY:
PM
)
192.61
+1.15 (+0.60%)
Streaming Delayed Price
Updated: 11:33 AM EDT, Aug 25, 2026
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2 Unpopular Stocks That Deserve a Second Chance and 1 Facing Headwinds
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Altria, Philip Morris Sign Manufacturing Pact
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August 24, 2026
Altria and Philip Morris International enter a contract manufacturing deal to strengthen operating capabilities.
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Philip Morris International Announces Contract Manufacturing Collaboration with Altria
August 24, 2026
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FDA Authorizes ZYN ULTRA Nicotine Pouches Following Scientific Review
August 21, 2026
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Philip Morris International (NYSE:PM) Full-Year Guidance Disappoints Despite Strong Q2 Earnings Beat
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July 22, 2026
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August 17, 2026
Philip Morris currently trades at $190.49 per share and has shown little upside over the past six months, posting a middling return of 3.7%. The stock also f...
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Alphabet Is Facing Thousands of Lawsuits. History Says This Is What May Happen
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August 15, 2026
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Can Turning Point Brands Defend a "Dr. Pepper"‑Size Share After the FDA's Nicotine Pouch Decision?
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Zevia (ZVIA) Reports Q2: Everything You Need To Know Ahead Of Earnings
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Earnings To Watch: Altria (MO) Reports Q2 Results Tomorrow
July 28, 2026
Tobacco company Altria (NYSE:MO) will be reporting results this Thursday morning. Here’s what you need to know. Altria beat analysts’ revenue expectations la...
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$1000 Invested In Philip Morris Intl 5 Years Ago Would Be Worth This Much Today
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July 28, 2026
Philip Morris Intl (NYSE:PM) has outperformed the market over the past 5 years by 4.44% on an annualized basis producing an average annual return of 15.55%. Currently, Philip Morris Intl has a market...
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Benzinga
What To Expect From MGP Ingredients’s (MGPI) Q2 Earnings
July 27, 2026
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Smart Care Solutions Names New Executive Leaders to Drive Business Expansion
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July 27, 2026
Smart Care Solutions recently announced two major executive leadership appointments to strengthen its corporate structure. The commercial equipment service
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PMI U.S. Opens $1.2 Billion Aurora Campus, Strengthening U.S. Manufacturing and Export Capabilities
July 27, 2026
From
Philip Morris International
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Business Wire
Coca-Cola (KO) Reports Earnings Tomorrow: What To Expect
July 26, 2026
Beverage company Coca-Cola (NYSE:KO) will be reporting earnings this Tuesday before market open. Here’s what investors should know. Coca-Cola beat analysts’ ...
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July 24, 2026
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient...
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Philip Morris Trimmed Guidance, But Its Growth Story Looks Unshaken
↗
July 23, 2026
Philip Morris beat Q2 2026 revenue and EPS estimates on smoke-free growth from IQOS, ZYN and VEEV, though it trimmed full-year EPS guidance and kept revenue growth targets intact.
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Economy
1 Brilliant Dividend ETF to Build Long-Term Passive Income
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July 23, 2026
An ETF with double-digit annualized returns and an above-average 2.6% yield? Tell me more.
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Regulatory Compliance
Marlboro Maker Philip Morris Says Smoke-Free Growth Will More Than Offset Cigarette Declines
↗
July 22, 2026
Philip Morris beats Q2 2026 Wall Street estimates on strong smoke-free sales, sending PM stock higher. Get key earnings breakdown.
Via
Benzinga
Philip Morris International Q2 Earnings Call Highlights
↗
July 22, 2026
Philip Morris International (NYSE:PM) reported what management described as a “very strong” second quarter, with growth led by its international smoke-free products business and a better-than-expected...
Via
MarketBeat
Topics
Earnings
Philip Morris Intl Q2 2026 Earnings Call: Complete Transcript
↗
July 22, 2026
Philip Morris Intl (NYSE:PM) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This transcript is brought to you by Benzinga APIs. For...
Via
Benzinga
Philip Morris (NYSE:PM) Surprises With Q2 CY2026 Sales
July 22, 2026
Tobacco company Philip Morris International (NYSE:PM) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 10.4% year on year to $11.19 billio...
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StockStory
Topics
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Philip Morris International Reports 2026 Second-Quarter & First Six-Months Results and Updates 2026 Full-Year Adjusted Diluted EPS Forecast for Currency Only;
July 22, 2026
From
Philip Morris International
Via
Business Wire
How To Earn $500 A Month From Philip Morris Stock Ahead Of Q2 Earnings
↗
July 21, 2026
Philip Morris will release its Q2 earnings report on July 22. Analysts expect earnings of $2.05/share and revenue of $10.64 billion.
Via
Benzinga
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