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
Topics
Animal Testing
Artificial Intelligence
Bankruptcy
Bonds
Brexit
Cannabis
Climate Change
Credit Cards
Data Breach
Death
Derivatives
Earnings
Economy
Electric Vehicles
Emissions
Energy
Firearms
Fraud
Government
Hacking
Immigration
Initial Public Offering
Intellectual Property
Law Enforcement
Lawsuit
LGBTQ
Malware
Police Brutality
Product Recall
Regulatory Compliance
Religion
Retirement
Social Justice
Stocks
Supply Chain
Whistleblower
Workforce
World Trade
< Previous
1
2
...
15
16
17
18
19
20
21
22
23
...
99
100
Next >
Bridging the Gap in Neuro-Diagnostics: Mass General Brigham Unveils ‘BrainIAC’ Foundation Model
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
GEHC
MSFT
NVDA
PHG
Exposures
Artificial Intelligence
Product Safety
The New Sound of Resilience: ElevenLabs and the Ethical Revolution in ALS Voice Preservation
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
AAPL
ASX:COH
FIS
GOOGL
MSFT
Exposures
Artificial Intelligence
The Great Unshackling: How OpenAI Operator Is Defining the Browser Agent Era
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
BKNG
CART
CRM
DASH
EXPE
GOOGL
Exposures
Artificial Intelligence
Economy
Interest Rates
Better Nuclear Energy Stock: SMR vs. OKLO
↗
February 05, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Tickers
FLR
META
OKLO
SMR
Exposures
Artificial Intelligence
Electricity Generation
The Open-Source Revolution: How Meta’s Llama Series Erased the Proprietary AI Advantage
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
AMZN
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
The Muse in the Machine: How Microsoft’s Interactive AI is Rewriting the Rules of Game Design
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
AMZN
FIS
GOOGL
MSFT
NVDA
SONY
Exposures
Artificial Intelligence
Chart Of The Week: How AI Is Learning To Stay On The Job
↗
February 05, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
The Audio Revolution: How Google’s NotebookLM Turned the Research Paper into a Viral Podcast
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
GOOG
GOOGL
MSFT
SPOT
Exposures
Artificial Intelligence
Economy
Here's Why Oracle Stock Got Pummeled This Week
↗
February 05, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Lawsuit
Tickers
HSBC
NVDA
ORCL
Exposures
Artificial Intelligence
Debt Markets
Financial
Amazon’s Alexa+ Revolution: The Dawn of the Proactive Smart Home
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
AAPL
AMZN
GOOGL
UBER
Exposures
Artificial Intelligence
Economy
The Digital Mask Falls: California Implements Landmark AI Disclosure Laws for Minors
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Law Enforcement
Tickers
AAPL
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Legal
UN Establishes Landmark 40-Expert Scientific Panel to Govern the “Speed of Light” AI Evolution
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Climate Change
Economy
Tickers
AMZN
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Climate
Economy
Atoms for Algorithms: The Great Nuclear Renaissance Powering the AI Frontier
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Energy
Tickers
AMZN
CEG
GOOGL
MSFT
NEE
TLN
Exposures
Artificial Intelligence
Electricity Generation
Supply Chain
The Domestic Robotics Revolution: Figure AI Unveils Figure 03 and the “Helix” Unified Brain
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Supply Chain
Tickers
MSFT
NVDA
TSLA
Exposures
Artificial Intelligence
Supply Chain
NVIDIA Blackwell B200 and GB200 Chips Enter Volume Production: Fueling the Trillion-Parameter AI Era
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
AMZN
MSFT
NVDA
TSM
Exposures
Artificial Intelligence
Economy
Supply Chain
The End of the Search Bar: How OpenAI’s ‘Deep Research’ Redefined Knowledge Work in its First Year
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Peloton Stock Just Plunged Into Oversold Territory. Should You Buy the Dip or Stay Far, Far Away?
February 05, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Tickers
NVDA
PTON
Exposures
Artificial Intelligence
The DeepSeek Disruption: How R1’s $6 Million Breakthrough Shattered the AI Brute-Force Myth
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
ASML
AVGO
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Supply Chain
The $500 Billion Blueprint: How ‘Project Stargate’ is Redefining AI as National Infrastructure
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
GOOGL
META
MSFT
NVDA
ORCL
Exposures
Artificial Intelligence
Supply Chain
Google Launches Veo 3.1: 4K Video and Native Dialogue Redefine the Creator Economy
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
FIS
GOOG
GOOGL
META
NVDA
Exposures
Artificial Intelligence
Mars Redefined: NASA’s Perseverance Rover Completes First AI-Planned Drive Powered by Anthropic’s Claude
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
AMZN
GOOGL
LMT
MSFT
Exposures
Artificial Intelligence
The Trillion-Dollar Debut: OpenAI Eyes Historic 2026 IPO Amidst Finance Hiring Spree and Anthropic Rivalry
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMZN
GOOGL
GS
KIND
MS
MSFT
Exposures
Artificial Intelligence
Economy
Legal
Josh D’Amaro Is the New Disney CEO. Should You Buy, Sell, or Hold DIS Stock Here?
February 05, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Tickers
DIS
Exposures
Artificial Intelligence
Samsung’s ‘AX’ Era: The 800 Million Device Push to Make Gemini-Powered AI the New Standard
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Tickers
AAPL
GOOGL
QCOM
SSNLF
Exposures
Artificial Intelligence
Microsoft Reveals Breakthrough ‘Sleeper Agent’ Detection for Large Language Models
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Tickers
AMZN
GOOGL
META
MSFT
Exposures
Artificial Intelligence
Censorship
Supply Chain
The Valentine’s Day Heartbreak: OpenAI to Retire ‘Warm’ GPT-4o as GPT-5.2 Clinical Efficiency Sparks User Revolt
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Retirement
Tickers
AMZN
GOOGL
MSFT
Exposures
Artificial Intelligence
Pension
Alphabet’s $185 Billion Bet: Google Defies Market Skepticism with Massive 2026 AI Infrastructure Blitz
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
GOOG
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Financial
Could Microsoft Stock Hit $600 in 2026 Despite OpenAI Woes?
February 05, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Tickers
MSFT
Exposures
Artificial Intelligence
The Siri Renaissance: Apple and Google’s Gemini-Powered AI Set to Redefine the iPhone in iOS 26.4
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Product Recall
Tickers
AAPL
GOOG
GOOGL
SSNLF
TSM
UBER
Exposures
Artificial Intelligence
Legal
Product Safety
The Infrastructure Imperative: Inside Nvidia’s Massive $20 Billion Bet to Anchor OpenAI’s $830 Billion Empire
February 05, 2026
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AMZN
GOOGL
MSFT
NVDA
Exposures
Artificial Intelligence
Securities Market
Supply Chain
< Previous
1
2
...
15
16
17
18
19
20
21
22
23
...
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.