Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Michael Dell
Recent news which mentions Michael Dell
Invest America Act Gives $1,000 To Every US Newborn's Investment Account: Dell CEO Calls It 'Future-Proofing Prosperity,' Sam Altman Asks For 'More Stuff Like This'
July 09, 2025
Tickers
DELL
GS
UBER
Tags
GS
benzinga neuro
Market News
From
Benzinga
Dell's AI Server Orders Hit Record $12.1 Billion In Q1, Backlog Swells To $14.4 Billion: 'Exceptionally Strong Demand'
May 30, 2025
Tickers
AI
DELL
NEWS
QQQ
Tags
Equities
Benzinga
Michael Dell
From
Benzinga
Satya Nadella, Michael Dell, Lisa Su, Alex Karp And Other Top CEOs Demand AI Education For All K-12 Students In Open Letter: 'The United States Is Falling Behind'
May 08, 2025
Tickers
AMD
DELL
ETSY
MSFT
Tags
General
Josh Silverman
NVDA
From
Benzinga
Michael Dell Joins Trump, Elon Musk For High-Stakes AI Talks As Dell Eyes $15 Billion In Server Business
March 12, 2025
Tickers
DELL
NEWS
NVDA
ORCL
Tags
Government
Benzinga
artificial intelligence
From
Benzinga
Jensen Huang Loses $20B In Wealth: How DeepSeek Hit Nvidia Stock And World's Richest People
January 28, 2025
Tickers
AI
DELL
GPUS
NEWS
Tags
Benzinga
artificial intelligence
billionaires
From
Benzinga
World's Top 10 Richest People Gained More Wealth In 2024 Than Costco And Nike's Combined Valuation: How Elon Musk, Warren Buffett And Others Fared
January 02, 2025
Tickers
AMZN
BRK
GOOG
GOOGL
Tags
Management
MSFT
ORCL
From
Benzinga
Michael Dell Sells $1.2 Billion Worth Of Dell Stock, Reducing Stake Amid Company's Recent S&P 500 Relisting And AI Expansion
September 30, 2024
Tickers
DELL
NEWS
NVDA
Tags
Benzinga
Equities
Markets
From
Benzinga
Palantir And Dell Are Set To Join S&P 500 Index: Here's What Their CEOs Peter Thiel And Michael Dell Have Said About Bitcoin
September 10, 2024
Tickers
BITCOMP
DELL
NEWS
PLTR
Tags
Michael Dell
bitcoin
Bitcoin
From
Benzinga
Jim Cramer Calls The Bottom On Dell Technologies Stock, Highlights Strong Relationship With Nvidia: 'This Stock Should Be Bought Right Here'
August 13, 2024
Tickers
AI
DELL
NEWS
NVDA
Tags
DELL
Analyst Color
Media
From
Benzinga
Michael Dell Calls Bitcoin 'Fascinating' Amid BlackRock CEO's Bullish Stance — Tech Billionaire's Crypto Interest Rising?
July 16, 2024
Tickers
BITCOMP
DELL
NEWS
USD-BITSTAMP
Tags
Markets
bitcoin
Bitcoin
From
Benzinga
Michael Dell's Bullish Bitcoin Stance Renews Interest In King Crypto: Here's How Much You'd Have If You Invested $1000 In BTC 2 Years Ago, Compared To Dell Technologies
July 01, 2024
Tickers
BITCOMP
DELL
NEWS
USD-BITSTAMP
Tags
Markets
bitcoin
Bitcoin
From
Benzinga
Michael Dell On AI's Rapid Rise, Nvidia's AI Party Just Getting Started And More: Top Artificial Intelligence Updates This Week
June 23, 2024
Tickers
DELL
MSFT
NEWS
NVDA
Tags
MSFT
DELL
General
From
Benzinga
Michael Dell Interested In Bitcoin, Says 'Scarcity Creates Value'...And Michael Saylor Agrees
June 21, 2024
Tickers
BITCOMP
DELL
MSTR
NEWS
Tags
Michael Saylor
benzinga neuro
Top Stories
From
Benzinga
Dell Technologies Stock Is Rising Today: What's Going On?
June 20, 2024
Tickers
DELL
NEWS
SMCI
Tags
Michael Dell
Movers
DELL
From
Benzinga
Elon Musk On Nvidia Collaborator Powering ChatGPT Rival: 'Dell Is Assembling Half Of The Racks for xAI's Supercomputer'
June 19, 2024
Tickers
DELL
NEWS
NVDA
TECH
Tags
News
Elon Musk
Kaustubh Bagalkote
From
Benzinga
Michael Dell Says Generative AI Tech Wave Sweeping In Much Faster Than Early Internet: 'It's Happening Maybe 10 Times Faster'
June 17, 2024
Tickers
DELL
NEWS
NVDA
TECH
Tags
benzinga neuro
artificial intelligence
Media
From
Benzinga
Nvidia CEO Jensen Huang Urges Graduates To Pursue 'Zero-Billion-Dollar Markets' And Embrace Setbacks In Caltech Speech
June 17, 2024
Tickers
NEWS
TECH
Tags
Success Stories
News
Kaustubh Bagalkote
From
Benzinga
Nvidia's Jensen Huang Surpasses Michael Dell In Wealth As Company's Market Cap Nears $3T: Report
June 08, 2024
Tickers
AAPL
AMD
DELL
INTC
Tags
Benzinga
Equities
AAPL
From
Benzinga
Jensen Huang's Wealth Soars In 2024: How Much More He Needs To Surpass Warren Buffett, Enter World's Top 10 Richest
June 06, 2024
Tickers
AI
NVDA
TECH
Tags
Management
semiconductors
General
From
Benzinga
Michael Dell's Son Plans To Beat Texas Blackouts With A $300M Home Battery Startup That Aims To Slay Tesla's Powerwall Price
May 08, 2024
Tickers
NEWS
TECH
Tags
Zach Dell
Base Power
Anduril
From
Benzinga
Dell CEO Invokes Winston Churchill's Words To Describe His Fight With Activist Investor: 'If You're Going Through Hell, Keep Going'
March 28, 2024
Tickers
DELL
NEWS
TECH
Tags
Carl Icahn
People In Tech
Michael Dell
From
Benzinga
Michael Dell Is Now Part Of The $100 Billion Club Thanks To Soaring Shares Fueled By AI Craze: Report
March 02, 2024
Tickers
AVGO
DELL
META
NEWS
Tags
AVGO
Equities
Benzinga
From
Benzinga
Jim Cramer Says 'This Is The Man Who Is Taking AI To The Next Level' — No, It's Not Sam Altman, Elon Musk Or Mark Zuckerberg
March 02, 2024
Tickers
DELL
NEWS
TECH
Tags
Jim Cramer
artificial intelligence
Benzinga
From
Benzinga
Elon Musk And Dell CEO Share Cybertruck Moment After 'Most Impressive And Inspiring Tour' Of Giga Texas
February 09, 2024
Tickers
DELL
EVS
NEWS
TECH
Tags
News
Elon Musk
Market News
From
Benzinga
Tech Titans Triumph: Here Are The Top 10 Billionaires Whose Net Worths Have Jumped Tremendously In 2023
December 09, 2023
Tags
Larry Ellison
Economics
larry page
From
Benzinga
Gay Gaddis shows how to balance entrepreneurial risk-taking with doing the 'right thing'
October 30, 2023
Tags
Texas Business Minds 2020
Career & Workplace
Media & Marketing
From
Business Journals
Gay Gaddis shows how to balance entrepreneurial risk-taking with doing the 'right thing'
October 10, 2023
Tags
Media & Marketing
Gay Gaddis
Career & Workplace
From
Business Journals
ABJ Power Players list to debut later this year
August 07, 2023
Tags
Residential Real Estate
Retailing
Health Care
From
Business Journals
Elon Musk Sees Threat To Starlink From Alleged 'Super Shady And Unethical' Moves From These Companies
June 22, 2022
Tickers
DISH
FCC
GOOG
T
Tags
DISH
FCC
Market News
From
Benzinga
Austin's Self Financial is new jersey sponsor of San Antonio Spurs
June 21, 2022
Tags
Self Financial
R/C/ Buford
Technology
From
Business Journals
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.