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home
about us
Investment Approach
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Form CRS
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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
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)
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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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
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Cathie Wood, Ross Gerber Snap Up The Same 10 Stocks — Here's The Unlikely Portfolio Crossover
May 13, 2026
Tickers
AMZN
ARKF
ARKG
ARKK
Tags
Market News
Benzinga
AVGO
From
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Cathie Wood Bets On Kalshi, But Her Ark Innovation ETF Hasn't Been Great At Timing Winners
May 13, 2026
Tickers
ARKK
NVDA
TDOC
TSLA
Tags
TSLA
$BTC
ARKK
From
Benzinga
Jim Cramer Said 'Smell' — AI Stocks Heard 'Sell'
May 12, 2026
Tickers
AAPL
AI
AIQ
AMD
Tags
XLK
Movers
SMCI
From
Benzinga
Circle CEO Jeremy Allaire Endorses Stablecoin Rewards Based On Transactions Instead Of Passive Holding, Calls It 'Powerful Tailwind' For USDC Adoption
May 12, 2026
Tickers
ARKF
ARKK
ARKW
CRCL
Tags
News
ARKF
$USDC
From
Benzinga
Ark Invest Again Sells AMD, This Time As Stock Hits 52-Week High While Snapping Up Tempus AI And Circle
May 11, 2026
Tickers
AMD
ARKF
ARKG
ARKK
Tags
TEM
Cathie Wood
Cathie Wood ARK ETFs
From
Benzinga
Cathie Wood Dumps Another $3 Million In AMD Stock As Ark Invest Trims For Third Day Running, This Is the AI Stock She Is Buying Instead
May 07, 2026
Tickers
AMD
ARKG
ARKK
NEWS
Tags
TEM
Cathie Wood
Markets
From
Benzinga
Cathie Wood Cashes Out Of AMD Again — Sells $8 Million Worth Of Shares, Ark Is Betting On This Nancy Pelosi-Backed AI Stock
May 07, 2026
Tickers
AMD
ARKG
ARKK
NEWS
Tags
ARK Invest
Benzinga
Market News
From
Benzinga
Cathie Wood Dumps $16 Million Of AMD Stock On Post-Earnings Rally, Snaps Up $27 Million Of This Amazon Rival's Stock
May 05, 2026
Tickers
AMD
ARKF
ARKK
ARKW
Tags
ARKK
ARK Invest ETFs
semiconductors
From
Benzinga
Nvidia's Big Test: 5 ETFs That Could Soar—Or Sink—After Earnings
August 27, 2025
Tickers
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ECON
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Tags
QQQ
Broad U/S/ Equity ETFs
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From
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Post-Powell Pairs
August 24, 2025
Tickers
ARKK
BITCOMP
DIA
GDX
Tags
DIA
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From
TalkMarkets
Significant Rotations Hidden By Calm Markets
August 22, 2025
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DJI
GLD
NDX
Tags
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From
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Palantir's Pain Is ARKK's Problem—SHLD Keeps Its Cool
August 20, 2025
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ARKK
IGV
ITA
LMT
Tags
Top Stories
NOC
Market News
From
Benzinga
Peter Thiel-Backed Bullish Sets New Trend, Accepts $1.15 Billion Going Public Money In Stablecoins Like USDC: 'New Normal' In Making?
August 20, 2025
Tickers
ARKK
BLSH
COIN
IPO
Tags
Brian Armstrong
Benzinga
Market News
From
Benzinga
Cathie Wood's $21 Million Tuesday Move: Peter Thiel's Crypto Play Gets Boost In Ark Portfolio
August 19, 2025
Tickers
ARKK
BLSH
BTC
HOOD
Tags
Markets
Cathie Wood
TEM
From
Benzinga
Ark Invest Purchases $14M In Robinhood Shares, Increases ETF Holdings
August 19, 2025
Tickers
ARKK
HOOD
Tags
HOOD
ARKK
Stocks / Equities
From
TalkMarkets
Cathie Wood's ARKK Is Beating Big Tech Like It's 2020 Again — But With A Twist
August 19, 2025
Tickers
AMD
ARKK
COIN
CRSP
Tags
AMD
TSLA
Econ #s
From
Benzinga
1 Tech ETF to Buy Hand Over Fist and 1 to Avoid
August 19, 2025
Tickers
ARKK
QQQ
Tags
Market News
ARKK
QQQ
From
Motley Fool
Cathie Wood's 'Apocalypse Squad' Play? Ark Scoops Up $14.2 Million Worth Of Robinhood Stock
August 18, 2025
Tickers
ARKK
ARKQ
DE
HOOD
Tags
ARKK
HOOD
ARK Invest ETFs
From
Benzinga
Warren Buffett, Cathie Wood Share 2 Stock Investments In Common: Can You Guess What They Are?
August 18, 2025
Tickers
AMGN
AMZN
ARKF
ARKK
Tags
ARKQ
mobility
Top Stories
From
Benzinga
Cathie Wood's Thursday Bet: ARK Just Bought $31 Million Worth Of Falling Deere Stock, Also Loads Up On Block, Robinhood Shares
August 14, 2025
Tickers
ARKK
ARKW
DE
HOOD
Tags
XYZ
Cathie Wood
Markets
From
Benzinga
Cathie Wood's Top 10 Stock Picks: Unpacking Ark Funds Innovation Picks For The Next Decade
August 14, 2025
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ACHR
AI
AMD
ARKF
Tags
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From
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Peter Thiel-Backed Bullish Shoots Up 11% After-Hours Following Blockbuster IPO
August 13, 2025
Tickers
ARKF
ARKK
ARKW
BLSH
Tags
News
MSTR
ARKW
From
Benzinga
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