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home
about us
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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
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contact us
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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
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Constellation Brands
(NY:
STZ
)
142.53
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, May 12, 2026
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3 Dividend Stocks Built to Last a Lifetime and Pay You the Whole Way
↗
May 08, 2026
Constellation Brands, Target, and Nike all combine durable brands with disciplined dividend growth, and offer attractive entry points despite temporary market pessimism.
Via
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Constellation Brands Announces Delivery of Notice of Redemption for 3.700% Senior Notes due 2026
May 06, 2026
From
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Via
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Best Consumer Staples Stocks to Buy in 2026
↗
May 05, 2026
As consumers tighten their wallets, four companies will continue to thrive amid economic uncertainty.
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Constellation Brands (NYSE:STZ) Beats Q4 Earnings Estimates but Shares Fall on Growth Concerns
↗
April 08, 2026
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Diageo Stock Continues to Sink -- What Investors Need to Know
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May 05, 2026
The maker of Johnnie Walker and Guinness faces existential challenges.
Via
The Motley Fool
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World Trade
Constellation Brands Prices Offering of Senior Notes
May 04, 2026
From
Constellation Brands, Inc.
Via
GlobeNewswire
3 Best Consumer Staples Stocks to Buy and Hold for Decades
↗
April 29, 2026
These consumer companies have served customers for decades, and their stocks trade at attractive levels.
Via
The Motley Fool
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Companies Are Beating Estimates But Pulling Guidance. Here Is What That Disconnect Could Be Telling Investors About the Rest of 2026.
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April 24, 2026
There's a lot of uncertainty in the market right now.
Via
The Motley Fool
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Earnings
Economy
World Trade
Did Warren Buffett's Successor Just Dump $15 Billion of Berkshire's Portfolio? Here's 1 Big Reason to Explain Such a Huge Move.
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April 24, 2026
The Wall Street Journal recently cited anonymous sources suggesting that Berkshire may have sold billions of dollars of stocks in its huge portfolio.
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Spirits on the Rocks? The Battle for Jack Daniels
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Here Are All 48 Stocks Warren Buffett's Successor, Greg Abel, Is Overseeing in Berkshire Hathaway's $320 Billion Portfolio
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April 21, 2026
Despite the illusion of diversification, nearly 79% of Berkshire's investment portfolio is concentrated in 10 core holdings.
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This Overlooked Warren Buffett Stock Is Absurdly Cheap Right Now
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April 15, 2026
It may be time to lift a glass to Constellation Brands stock. Here's why.
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5 Insightful Analyst Questions From Constellation Brands’s Q1 Earnings Call
April 15, 2026
Constellation Brands’ first quarter results exceeded Wall Street’s revenue and profit expectations, but the company faced an 11.3% year-over-year sales decli...
Via
StockStory
Topics
Earnings
Constellation Brands (STZ) Earnings Transcript
↗
April 14, 2026
Constellation Brands (STZ) Earnings Transcript
Via
The Motley Fool
Unpacking Q1 Earnings: Constellation Brands (NYSE:STZ) In The Context Of Other Consumer Staples Stocks
April 12, 2026
Let’s dig into the relative performance of Constellation Brands (NYSE:STZ) and its peers as we unravel the now-completed Q1 consumer staples earnings season....
Via
StockStory
Berkshire Bet Constellation Cuts Guidance: Why Shares Rose 8%
↗
April 10, 2026
Constellation Brands (NYSE: STZ), one of the just 42 stocks in Berkshire Hathaway's (NYSE: BRK.B) portfolio, has experienced a strong recovery from its recent lows. Shares dropped as low as $127 in...
Via
MarketBeat
Modelo Mastery and Margin Expansion: Constellation Brands Surges 8.5% to Record High
April 10, 2026
Shares of Constellation Brands (NYSE: STZ) skyrocketed by 8.5% on April 10, 2026, marking one of the most significant single-day breakouts for the beverage giant in recent years. The rally, which...
Via
MarketMinute
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$15 Billion Changes the Conversation: Amazon's AI Disclosure, a Software Sector Under Siege, and Markets Hanging on Friday's Inflation Print
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Two days in a row of green closes and yet Thursday's session felt nothing like celebration. The Dow Jones and the Nasdaq extended Wednesday's relief rally, but the gains were narrow, the mood was...
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Chartmill
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Artificial Intelligence
Bonds
Economy
Which S&P500 stocks are moving on Thursday?
↗
April 09, 2026
Via
Chartmill
Constellation Brands Surges 6% on Earnings Beat Despite Withdrawing Long-Term Guidance
April 09, 2026
In a complex display of market resilience, Constellation Brands (NYSE: STZ) saw its share price climb over 6% on April 9, 2026, following a fiscal fourth-quarter earnings report that managed to exceed...
Via
MarketMinute
Topics
Earnings
Economy
World Trade
Top S&P500 movers in Thursday's session
↗
April 09, 2026
Via
Chartmill
Why Are Constellation Brands (STZ) Shares Soaring Today
April 09, 2026
What Happened? Shares of beer, wine, and spirits company Constellation Brands (NYSE:STZ) jumped 6.9% in the morning session after it reported decent first-qu...
Via
StockStory
Topics
World Trade
STZ Q1 Deep Dive: New CEO, Brand Investment, and Margin Pressures Shape Outlook
April 09, 2026
Beer, wine, and spirits company Constellation Brands (NYSE:STZ) beat Wall Street’s revenue expectations in Q1 CY2026, but sales fell by 11.3% year on year to...
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Ceasefire Ignites Wall Street's Best Day in a Year: Oil Craters, Cyclicals Surge, and the Iran Clock Is Still Ticking
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Constellation Brands (NYSE:STZ) Surprises With Q1 CY2026 Sales
April 08, 2026
Beer, wine, and spirits company Constellation Brands (NYSE:STZ) announced better-than-expected revenue in Q1 CY2026, but sales fell by 11.3% year on year to ...
Via
StockStory
Constellation (STZ) Earnings Call Transcript
↗
April 08, 2026
Constellation (STZ) Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
World Trade
Constellation Brands (STZ) Reports Earnings Tomorrow: What To Expect
April 06, 2026
Beer, wine, and spirits company Constellation Brands (NYSE:STZ) will be reporting earnings this Wednesday afternoon. Here’s what to expect. Constellation Bra...
Via
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Oil Shocks and Economic Divergence: Previewing a High-Stakes Earnings Week
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As the first quarter of 2026 draws to a close, Wall Street is bracing for a tumultuous earnings season that arrives amidst a backdrop of geopolitical upheaval and significant market volatility. With...
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Blue Jeans and Boarding Passes: Levi’s and Delta to Anchor High-Stakes Q1 Earnings Kickoff
April 03, 2026
As the first quarter of 2026 draws to a close, the financial world is bracing for a pivotal earnings season that will serve as a litmus test for the resilience of the global consumer. With the U.S....
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Topics
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Economy
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