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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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EVENTS
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TAF
Event Schedule
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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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WBI Power Factor High Dividend ETF
(NY:
WBIY
)
34.05
+0.09 (+0.25%)
Official Closing Price
Updated: 7:00 PM EST, Feb 3, 2026
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All News about WBI Power Factor High Dividend ETF
UPS Stock Rises Pre-Market On Upbeat Guidance – CEO Calls 2026 As Inflection Year After Amazon Pullback
↗
January 27, 2026
The package delivery giant forecast 2026 revenue of about $89.7 billion, and guided for a non-GAAP adjusted operating margin of 9.6%.
Via
Stocktwits
LyondellBasell Moves To Sell European Assets As It Shifts Toward Circular, Renewable Growth
↗
June 05, 2025
LyondellBasell (LYB) shares up premarket on sale of European assets to AEQUITA. Transaction expected to close in first half of 2026.
Via
Benzinga
What's Going On With AT&T Stock Today?
↗
March 28, 2025
AT&T announces a reduction in autopay discounts for some customers. The company recently reaffirmed its 2025 financial targets.
Via
Benzinga
Kohl's To Shut Down 27 Stores In Restructuring Effort Amid Falling Sales
↗
March 27, 2025
Kohl's Corporation (NYSE: KSS) shares are slightly lower in premarket trading as the company prepares to close 27 underperforming stores and undergo a major restructuring.
Via
Benzinga
AT&T Confirms 2025 Targets, Cash Flow Strength And Debt Reduction Plan: Details
↗
March 11, 2025
AT&T reaffirms 2025 financial targets, plans to execute long-term strategic plan. Expects strong first quarter of 2025, maintains dividend.
Via
Benzinga
Dominion Energy Q4 Earnings: Revenue Miss, Higher Costs, Weather Challenges And More
↗
February 12, 2025
Dominion Energy (D) reported Q4 revenue of $3.4B, missing consensus of $3.9B. Adjusted EPS was $0.58, beating consensus of $0.56. Dividend declared. Reaffirmed long-term growth target.
Via
Benzinga
AT&T Leverages Nokia Cloud Platform To Modernize IMS Voice Core
↗
February 04, 2025
AT&T and Nokia expand partnership to enhance voice core network. Upgrade to cloud-native architecture for faster deployment and automation.
Via
Benzinga
AT&T Nets $850 Million In Sale-Leaseback Deal As Part Of Copper Network Exit
↗
January 24, 2025
The AT&T deal aligns with the Dallas-based company's strategy to exit most legacy copper network operations by 2029.
Via
Benzinga
Kohl's Q3 Misses The Mark: Weak Sales And CEO Shake-Up Send Shares Down
↗
November 26, 2024
Kohl's reported Q3 earnings, with net sales down 8.8%, operating income at $98 million, and EPS of $0.20. CEO transition process announced.
Via
Benzinga
Macy's Delays Q3 Earnings Report Amid Investigation Over $154M Accounting Scandal; Stock Dips
↗
November 25, 2024
Macy's reports 3Q preliminary results with a 2.4% decline in net sales, weak performance in non-First 50 locations and digital channels, and an accounting error.
Via
Benzinga
What's Going On With Ford Motor Stock Today?
↗
November 07, 2024
Ford Motor stock drops after Bernstein downgrade. The company also announced strong 2024 sales growth and new initiatives in the Middle East.
Via
Benzinga
Dominion Energy Q3 Results: Revenue Miss, Earnings Beat, And Updated FY24 Guidance
↗
November 01, 2024
Dominion Energy Inc reports Q3 revenue of $3.940B, missing consensus of $4.179B. Adjusted EPS increases to $0.98. Dividend of $0.6675 declared. FY24 EPS narrowed to $2.68-$2.83, FY25 EPS maintained at...
Via
Benzinga
Topics
Earnings
Ford To Halt F-150 EV Production For 7 Weeks Next Month
↗
October 31, 2024
Ford Motor Company's production of the F-150 Lightning electric pickup is paused due to weaker-than-anticipated demand, leading to a 15.42% year-to-date stock loss.
Via
Benzinga
Kohl's Q2 Earnings: Profit Beat, Inventory Decline, Margin Growth And More
↗
August 28, 2024
Kohl's Corp reported higher Q2 earnings, with net sales down 4.2%, gross margin up 59 basis points, and EPS of $0.59 beating estimates. The company also raised its FY24 EPS outlook and sees a decline...
Via
Benzinga
Dominion Energy's Q2 Earnings Surprise Offsets Revenue Miss: Details
↗
August 01, 2024
Dominion Energy reports Q2 FY24 revenue of $3.486B, below consensus of $3.729B. Adjusted operating earnings up to $563M, beats EPS consensus of $0.56. FY24 and FY25 operating EPS reaffirmed.
Via
Benzinga
Dominion Energy Seeks Regulatory Approval for Cost-Effective SMR Development: Details
↗
July 11, 2024
Dominion Energy issuing RFP to assess feasibility of SMR at North Anna site in Virginia. Aligns with latest IRP and plans for rider recovery.
Via
Benzinga
Powering Up the Future: Dominion Energy Acquires Lease for 800 MW Offshore Wind Project
↗
July 09, 2024
Dominion Energy to acquire offshore wind lease from Avangrid for $160 million, projected to generate 800 MW of capacity by 2030s, closing in Q4 2024.
Via
Benzinga
Dominion Energy Reports Mixed Bag Of Q1 Earnings, Sticks To Annual Guidance
↗
May 02, 2024
Dominion Energy reported Q1 FY24 revenue of $3.632B, missing consensus of $4.380B. Adjusted EPS was $0.55 and company reaffirms FY24 and FY25 guidance.
Via
Benzinga
Some Dividend Favorites Among Portfolios
↗
May 29, 2022
We have been maintaining a variety of model portfolios which hold some particular dividend favorites. Here, we update some buy recommendations among common stocks, funds, and preferreds. Let's take a...
Via
Talk Markets
7 Stocks to Watch as the Omicron Variant Becomes the Market’s New Wildcard
↗
December 07, 2021
Despite uncertainty around the impact of the Omicron variant, these seven cheap stocks look promising heading into the new year.
Via
InvestorPlace
Topics
Stocks
ETFs to Buy on IBM's Biggest Sales Growth in 3 Years
↗
July 20, 2021
Investors could easily tap the opportune moment by investing in ETFs with the highest allocation to the tech giant.
Via
Talk Markets
IBM Posts Biggest Sales Growth in 11 Quarters: ETFs to Tap
↗
April 20, 2021
The company reported its biggest quarterly sales growth in 11 quarters boosted by its bets in the high-margin cloud computing business and beat the estimates for both earnings and revenues.
Via
Talk Markets
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