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home
about us
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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)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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CME Group
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Updated: 4:00 PM EDT, Jul 22, 2026
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President Donald Trump's 7-Word Take on Interest Rates Is Due for a Reality Check
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June 14, 2026
The probability of rate hikes is rapidly rising, whether the president or Wall Street likes it or not.
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Wall Street Can't Decide What the Fed Will Do Next. CME Group Gets Paid Either Way.
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June 13, 2026
The recent surge in inflation has forced institutions and individuals to make some strategic, defensive hedging trades they wouldn't normally make.
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President Donald Trump Now Claims to "Love the Inflation" -- but Wall Street Doesn't, and That's a Big Problem
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This Red-Hot Inflation Reading Just Hit Its Highest Level Since November 2022. 3 Takeaways for Investors.
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It's become too much of a risk to simply ignore now.
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3 Large-Cap Stocks We Keep Off Our Radar
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Uh-Oh! The Probability of an FOMC Rate Hike Within the Next Year Is Soaring.
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June 11, 2026
New Fed Chair Kevin Warsh and the Federal Open Market Committee (FOMC) may be forced to tackle rapidly rising inflation.
Via
The Motley Fool
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Government
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3 S&P 500 Stocks with Questionable Fundamentals
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The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant ch...
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Gold Just Hit a New Low for 2026, and This Might be Why
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June 10, 2026
Investors are bracing for a major shift in the macroeconomic environment.
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Blowout Jobs Numbers Just Made Kevin Warsh's Job Much Harder -- and Put a Showdown With Trump in Motion
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June 10, 2026
The new Fed chair is caught between the proverbial rock and a hard place.
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CME Group CEO Blasts Bitcoin Perpetual Futures, Warns of ‘2007’ Risk
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June 08, 2026
CME Group (NASDAQ:CME) Chairman and CEO Terry Duffy sharply criticized the Commodity Futures Trading Commission’s approval of a Bitcoin perpetual futures contract for Kalshi, saying the product does...
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Here's the Reality That Could Put Fed Chair Kevin Warsh on a Collision Course With Trump
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June 08, 2026
Investors have some good options if the Warsh-led Fed makes an unpopular decision in the near future.
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The Stock Market Will Drop Sharply If History Repeats. Warren Buffett Explains Why.
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June 02, 2026
The 30-year Treasury yield topped 5% for 11 consecutive trading days in May; the stock market dropped sharply the last time that happened.
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Monday's session: top gainers and losers in the S&P500 index
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Inflation Is Soaring, and the Federal Reserve Could Do Something It Hasn't Done Since 2023. Here's What It Means for Stocks.
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The last time inflation was this high, the S&P 500 was in a bear market.
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The Stock Market May Be in Trouble: President Trump Put Fed Chair Kevin Warsh in a Tough Spot
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President Trump desperately wants lower interest rates, but his decision to attack Iran could force the Federal Reserve to raise rates.
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The Motley Fool
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The Bond Market Is Sounding an Alarm -- It Could Mean Big Trouble for the Stock Market
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May 26, 2026
Soaring Treasury yields suggest the Federal Reserve is likely to raise interest rates, and that could put downward pressure on stock prices.
Via
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Inflation Just Soared at the Fastest Pace Since 2023, and It Could Spell Trouble for Stock Market Investors
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May 25, 2026
The Federal Reserve's new chairman might be walking into a crisis.
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Move Over, AST SpaceMobile: Alphabet Has a Surprising New No. 1 Holding... and It's From the Financial Sector
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Google parent Alphabet has taken a $1 billion stake in a company that holds a virtual monopoly in a niche segment of the financial services market.
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"Trumpflation" Is Roiling Wall Street -- and It May Not Be a Short-Term Issue as the President Suggests
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May 24, 2026
Two concurrent price shocks, which trace back to decisions made by President Donald Trump, threaten to upend a seemingly unstoppable stock market.
Via
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Topics
Artificial Intelligence
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Government
Uh-Oh! The Probability of an FOMC Rate Hike Is Rapidly Climbing.
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May 22, 2026
President Trump and Wall Street want interest rates cut, but inflation has other plans.
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Top S&P500 movers in Wednesday's session
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May 20, 2026
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Explore the top gainers and losers within the S&P500 index in today's session.
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May 20, 2026
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Stock Market Investors Just Got Bad News About President Trump's Economy. History Says a Domino Effect Could Follow.
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May 14, 2026
Accelerating inflation has made interest rate increases more likely, and they have historically been bad news for the stock market.
Via
The Motley Fool
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Economy
Energy
Government
The U.S. Economy Added Over Twice as Many Jobs in April Than Expected. Here's Why the Report Offers Both Good and Bad News for the Stock Market
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May 08, 2026
Non-farm payrolls added 115,000 jobs in April, more than twice what economists expected.
Via
The Motley Fool
Topics
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Economy
Stocks
Stock Market Investors Just Got an Urgent Warning From Fed Chair Jerome Powell
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May 03, 2026
Jerome Powell delivered a warning during his final press conference as Federal Reserve chairman.
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The Motley Fool
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I Predicted the 50% Collapse in Robinhood Stock. Here's What Could Happen Next.
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May 01, 2026
Some of Robinhood's biggest growth drivers have hit a wall, and it was entirely predictable.
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GuardCap Dumps Nearly Half Its Yum China (YUMC) Position
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April 29, 2026
Yum China operates over 12,000 restaurants across 1,700 cities, serving a broad menu through brands like KFC, Pizza Hut, and Taco Bell.
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5 Insightful Analyst Questions From CME Group’s Q1 Earnings Call
April 29, 2026
CME Group’s first quarter was marked by significant volume expansion across all major asset classes, yet the results fell short of Wall Street’s revenue and ...
Via
StockStory
Topics
Earnings
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