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
3
4
5
6
7
8
9
...
74
75
Next >
Stock Market Today, Feb. 13: Pinterest Drops on Weak Revenue Outlook
↗
February 13, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Workforce
Tickers
META
PINS
SNAP
Exposures
Artificial Intelligence
Layoff
Tariff
The 'SaaSpocalypse' Hits Main Street: AI Disruption Fears Spark Massive Sell-Off in Logistics and Real Estate
February 13, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
Tickers
AMZN
CBRE
CHRW
EXPD
GOOGL
KO
Exposures
Artificial Intelligence
Economy
Interest Rates
The Identity Fortress: Palo Alto Networks Closes $25 Billion Acquisition of CyberArk to Secure the Era of AI Agents
February 13, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Workforce
Tickers
CRWD
CYBR
MSFT
OKTA
PANW
ZS
Exposures
Artificial Intelligence
Financial
Layoff
"Blowout" Jobs Report Ignites 2026 Growth Hopes as Unemployment Hits 4.3% Floor
February 13, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
Tickers
AMZN
CAT
EQIX
GS
JNJ
LLY
Exposures
Artificial Intelligence
Economy
Interest Rates
US Consumer Confidence Hits 12-Year Low: What the 'Sentiment Schism' Means for Investors in 2026
February 13, 2026
Via
MarketMinute
Topics
Economy
Workforce
World Trade
Tickers
AAPL
AMZN
COST
DG
F
GM
Exposures
Economy
Interest Rates
Layoff
The Great Filter: How "AI Anxiety" is Decimating Legacy Tech While Forging New Titans
February 13, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Workforce
Tickers
AMZN
CSCO
GS
HPE
IBM
INTC
Exposures
Artificial Intelligence
Layoff
The Great European Unplugging: Tesla Registrations Crater in Q1 2026
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Electric Vehicles
Tickers
BMWYY
BYDDY
JPM
MS
TSLA
VLKAF
Exposures
Artificial Intelligence
Electric Vehicles
Financial
Where Will Peloton Stock Be in 5 Years?
↗
February 12, 2026
Via
The Motley Fool
Topics
Workforce
Tickers
PTON
Exposures
Layoff
Consumer Engine Idles: US Retail Sales Stagnate in December, Casting Shadows Over 2026 Growth
February 12, 2026
Via
MarketMinute
Topics
Economy
Energy
Workforce
Tickers
AMZN
COST
M
TGT
WMT
Exposures
Economy
Fossil Fuels
Interest Rates
The Intelligence Layer: A Deep Dive into Datadog’s (NASDAQ: DDOG) AI-Fueled Dominance
February 12, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMZN
BLK
CSCO
DDOG
DT
Exposures
Artificial Intelligence
Economy
Layoff
The 400,000 Job Ghost: BLS Benchmark Revision Shakes Markets Amid Presidential Transition
February 11, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
MAN
MSFT
NVDA
RHI
TGT
WMT
Exposures
Artificial Intelligence
Economy
Interest Rates
Unity Software Stock Is Back in Oversold Territory. Is There Any End in Sight for the Bloodshed in U Shares?
February 11, 2026
Via
Barchart.com
Topics
Workforce
Tickers
NVDA
Exposures
Layoff
Here's Why January's Job Report is Lifting the Stock Market Today
↗
February 11, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Exposures
Artificial Intelligence
Economy
Interest Rates
The $18.8 Trillion Tightrope: US Consumer Debt Hits Record Highs as Labor Market Cools
February 11, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AAPL
AXP
CACC
COF
DG
ECPG
Exposures
Artificial Intelligence
Economy
Interest Rates
The Mattel Deep Dive: Can the ‘Barbie Playbook’ Survive a 30% Market Crash?
February 11, 2026
Via
Finterra
Topics
Earnings
Economy
Workforce
Tickers
DIS
HAS
MAT
NTDOY
SQ
TSX:TOY
Exposures
Financial
Interest Rates
Layoff
Forced Into Retirement at Age 60? Here's Your Game Plan.
↗
February 11, 2026
Via
The Motley Fool
Topics
Retirement
Workforce
Exposures
Layoff
Pension
Trump Administration Seeks To Bypass Judges In Federal Employee Terminations — 'Free Reign,' Says Union
↗
February 11, 2026
Via
Benzinga
Topics
Government
Workforce
Exposures
Layoff
Political
Datadog (DDOG) 2026 Research Report: The AI-Native Command Center for the Modern Enterprise
February 10, 2026
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Regulatory Compliance
Tickers
BLK
CSCO
DDOG
DT
GOOG
GOOGL
Exposures
Artificial Intelligence
Layoff
Legal
Spotify (SPOT) 2026 Research Feature: From Growth Disruptor to Profit Machine
February 10, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AAPL
AMZN
GOOGL
GS
MS
SONY
Exposures
Artificial Intelligence
Economy
Layoff
What's Going On With Salesforce Stock Tuesday?
↗
February 10, 2026
Via
Benzinga
Topics
Workforce
Tickers
CRM
Exposures
Layoff
Announced Job Layoffs Attributed To AI
↗
February 09, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Workforce
Exposures
Artificial Intelligence
Layoff
Nike-Owned Converse May Be About to Make Deep Cuts. Will It Affect Nike's Stock?
↗
February 09, 2026
Via
The Motley Fool
Topics
Workforce
Tickers
NKE
Exposures
Layoff
Target To Reportedly Beef Up Store Staffing But Cut 500 Jobs Elsewhere To Address Customer Complaints
↗
February 09, 2026
Via
Stocktwits
Topics
Economy
Workforce
Tickers
FSTA
TGT
VTI
XLP
Exposures
Layoff
Supply Chain
Workday Shares Plunge After Founder Aneel Bhusri Returns as CEO Amid Layoffs
February 09, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Workforce
Tickers
AAPL
CRM
DIS
ORCL
SAP
SBUX
Exposures
Artificial Intelligence
Financial
Layoff
Nike-Owned Converse To Lay Off Employees Amid Strategic Changes To Recapture Sales Growth: Report
↗
February 09, 2026
Via
Stocktwits
Topics
Workforce
Tickers
NKE
Exposures
Layoff
Data Vacuum: Investors Brace for Delayed Jobs Report as Shutdown Fog Lifts
February 09, 2026
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
AMN
AMZN
BA
JPM
RHI
UNH
Exposures
Debt Markets
Economy
Interest Rates
The Great Unwinding: Inside the 'Big 2026 Sector Rotation' as AI Disrupts the Disruptors
February 09, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
Tickers
CRM
D
MSFT
MU
NVDA
WDAY
Exposures
Artificial Intelligence
Economy
Layoff
The $200 Billion Gambit: Amazon’s High-Stakes Transformation into an AI Superpower
February 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Workforce
Tickers
AMZN
BLK
GOOG
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Layoff
Supply Chain
Top Economist Says AI Has Become 'Convenient Excuse' To Mask Traditional Layoffs— Why AI Infra Is Driving Growth While Job Adoption Lags
↗
February 09, 2026
Via
Benzinga
Topics
Artificial Intelligence
Workforce
Exposures
Artificial Intelligence
Layoff
Block Stock Heads For Strong Weekly Open: Layoff Buzz Puts Spotlight On Jack Dorsey’s Payments Firm
↗
February 09, 2026
Via
Stocktwits
Topics
Workforce
Tickers
QQQ
SPY
XLF
XYZ
Exposures
Layoff
< Previous
1
2
3
4
5
6
7
8
9
...
74
75
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.