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
Business Exposures
Activism
Animal Testing
Artificial Intelligence
Boeing 737
Brexit
Cannabis
Censorship
Climate
Coal
COVID-19
Criminal
Death
Debt Markets
Derivatives
Diversity
Economy
Electric Vehicles
Electricity Generation
Ethanol
Financial
Firearms
Fossil Fuels
Glyphosate
Harassement
Immigration
Information Security
Intellectual Property
Interest Rates
Labor
Layoff
Lead
Legal
Palm Oil
Pension
Political
Product Safety
Regulatory
Religion
Securities Market
Supply Chain
Tariff
Textiles
US Equities
< Previous
1
2
...
8
9
10
11
12
13
14
15
16
...
99
100
Next >
The End of the Copper Era: Broadcom and Marvell Usher in the Age of Co-Packaged Optics for AI Supercomputing
January 15, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Energy
Tickers
AVGO
GOOGL
META
MRVL
MSFT
NVDA
Exposures
Artificial Intelligence
Electricity Generation
Cramer Calls MNTN 'Awful'—But Says To 'Pull The Trigger' On This 'Great Spec'
↗
January 15, 2026
Via
Benzinga
Topics
Energy
Exposures
Electricity Generation
My No. 1 Nuclear Dividend Stock to Buy and Hold for the Next 10 Years
↗
January 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Tickers
BWXT
Exposures
Artificial Intelligence
Electricity Generation
Vertiv Stock Skyrocketed Last Year: Is It Still a Buy for 2026?
↗
January 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
World Trade
Tickers
CAT
EMR
HON
NVDA
OKLO
VRT
Exposures
Artificial Intelligence
Electricity Generation
Tariff
Google Executive Warns US Power Grid Isn't Keeping Up With AI Data Center Expansion, Describes 'Number One Challenge' On The Network
↗
January 15, 2026
Via
Benzinga
Topics
Artificial Intelligence
Energy
Tickers
GOOG
GOOGL
Exposures
Artificial Intelligence
Electricity Generation
A Look Back at Renewable Energy Stocks’ Q3 Earnings: Array (NASDAQ:ARRY) Vs The Rest Of The Pack
January 14, 2026
Via
StockStory
Topics
Energy
Tickers
ARRY
Exposures
Electricity Generation
Electrical Systems Stocks Q3 Teardown: GE Vernova (NYSE:GEV) Vs The Rest
January 14, 2026
Via
StockStory
Topics
Energy
Tickers
GE
GEV
THR
Exposures
Electricity Generation
Renewable Energy Stocks Q3 Highlights: Nextpower (NASDAQ:NXT)
January 14, 2026
Via
StockStory
Topics
Energy
Tickers
BE
GNRC
NXT
Exposures
Electricity Generation
Atomic Ambition: Meta Secures Massive 6.6 GW Nuclear Deal to Power the Next Generation of AI Superclusters
January 14, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Energy
Tickers
AMZN
META
MSFT
OKLO
VST
Exposures
Artificial Intelligence
Electricity Generation
As Trump Casts Doubt on the Netflix-Warner Bros. Discovery Deal, How Should You Play NFLX Stock?
January 14, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Energy
Government
Tickers
NFLX
Exposures
Artificial Intelligence
Electricity Generation
Political
Where Will GE Vernova (GEV) Stock Be in 1 Year?
↗
January 14, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Tickers
GE
GEHC
GEV
Exposures
Artificial Intelligence
Coal
Electricity Generation
‘They Can Build a Hospital In a Weekend’: Nvidia’s Jensen Huang Warns China Builds Way Faster Even if the U.S. Is ‘Generations Ahead’ on AI
January 14, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Energy
Tickers
NVDA
Exposures
Artificial Intelligence
Coal
Electricity Generation
The Great Convergence: S&P 493 Surges as the 'Magnificent Seven' Grip Loosens
January 14, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
AAPL
AMZN
CAT
FCX
GOOGL
GS
Exposures
Artificial Intelligence
Economy
Electricity Generation
Rising Sun, Record Highs: Nikkei 225 Touches 53,550 as "Takaichi Trade" Ignites Global Markets
January 13, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
AMD
CAT
INTC
NVDA
Exposures
Artificial Intelligence
Economy
Electricity Generation
People ENT’s Modular “Extruss” System Gains Traction in Global Exhibition Market
January 13, 2026
Via
AB Newswire
Topics
Energy
Intellectual Property
Exposures
Electricity Generation
Intellectual Property
The Angstrom Frontier: TSMC and Intel Reveal 1.4nm Roadmaps to Power the Next Decade of AI
January 13, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Energy
Tickers
AAPL
AMD
AMZN
ASML
INTC
NVDA
Exposures
Artificial Intelligence
Electricity Generation
Supply Chain
The Photonics Revolution: How Silicon Photonics and Co-Packaged Optics are Breaking the “Copper Wall”
January 13, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Energy
Tickers
AMZN
AVGO
GOOGL
MRVL
NVDA
TSM
Exposures
Artificial Intelligence
Electricity Generation
Where Will Nextpower (NXT) Stock Be in 1 Year?
↗
January 13, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Initial Public Offering
Tickers
ARRY
NXT
Exposures
Artificial Intelligence
Electricity Generation
Securities Market
The Power Behind the Silicon: Caterpillar Hits New 'Buy Zone' as AI Infrastructure Play
January 13, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Energy
Tickers
C
CAT
CMI
D
DUK
JEF
Exposures
Artificial Intelligence
Electricity Generation
Financial
The High-NA Revolution: Inside the $400 Million Machines Defining the Angstrom Era
January 13, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Energy
Supply Chain
Tickers
ASML
INTC
MSFT
NVDA
SSNLF
TSM
Exposures
Artificial Intelligence
Electricity Generation
Supply Chain
The Power Infrastructure Boom: AI’s New 'Picks and Shovels' Strategy
January 13, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
CAT
CMI
ETN
FIX
MOD
NVT
Exposures
Artificial Intelligence
Electricity Generation
Fossil Fuels
NuScale Power Is Down 64% From Its Peak. Here's Why It Could Fall Further in 2026.
↗
January 13, 2026
Via
The Motley Fool
Topics
Emissions
Energy
Tickers
FLR
SMR
Exposures
Coal
Electricity Generation
The Gilded Age of Infrastructure: Why 2026 is the Breakout Year for US Midstream and Energy
January 13, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
EPD
ET
KMI
OKE
WMB
Exposures
Artificial Intelligence
Economy
Electricity Generation
AI Data Center Demand Leaves No Stone Unturned With New Geothermal Deal
↗
January 13, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Energy
Exposures
Artificial Intelligence
Electricity Generation
Waste-to-Energy Sector Positioned for Accelerating Revenue Growth Into 2026 and Beyond Reaching $50B by 2032
January 13, 2026
Via
FinancialNewsMedia
Topics
Economy
Emissions
Energy
Tickers
CLSK
CNER
NNE
OKLO
WULF
Exposures
COVID-19
Economy
Electricity Generation
ViewTech Borescopes Highlights VJ-4 Video Borescope for Efficient Power Generation Inspections at POWERGEN International 2026
January 13, 2026
Via
Send2Press
Topics
Energy
Exposures
Electricity Generation
Fossil Fuels
What Is an Insulation Resistance Tester and How Does It Work?
January 13, 2026
Via
PulseBulletin.com
Topics
Energy
Exposures
Electricity Generation
1 Mooning Stock with Exciting Potential and 2 Facing Headwinds
January 12, 2026
Via
StockStory
Topics
Economy
Energy
Tickers
FLS
REGN
REVG
Exposures
Electricity Generation
Supply Chain
2 Reasons to Like GEV (and 1 Not So Much)
January 12, 2026
Via
StockStory
Topics
Energy
Stocks
Tickers
GE
GEV
Exposures
Electricity Generation
US Equities
Renewable Energy Stocks Q3 Recap: Benchmarking EnerSys (NYSE:ENS)
January 12, 2026
Via
StockStory
Topics
Energy
Tickers
BE
ENS
Exposures
Electricity Generation
< Previous
1
2
...
8
9
10
11
12
13
14
15
16
...
99
100
Next >
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.