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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
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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Fidelity Nasdaq Composite Index ETF
(NQ:
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Updated: 4:15 PM EDT, Mar 13, 2026
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Logitech Withdraws Full-Year Guidance As Trump Tariff Uncertainty Bites: Retail Turns Downbeat
↗
April 11, 2025
It, however, confirmed its fiscal year 2025 outlook that calls for sales of $4.54 billion to $4.57 billion, representing 5.4%-6.4% growth.
Via
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CureVac Stock Declines On Weaker-Than-Expected Q4 Revenue: Retail’s On Wait-And-Watch Mode
↗
April 10, 2025
The company reported revenue of €14.5 million for the fourth quarter, representing a decrease of €8.1 million from the corresponding period of 2023, and below an analyst estimate of €20.58, according...
Via
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Buffett Favorite Sirius XM Stock Snags Bullish Upgrade On ‘Recession-Resistant’ Credentials, But Retail Isn’t Convinced Yet
↗
April 09, 2025
Seaport analysts said the company’s recurring revenue is all derived from the U.S. and it has a “sticky” subscriber base.
Via
Stocktwits
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ServiceNow, Salesforce And Cadence Design: How Retail’s Positioned On These Beaten-Down S&P 500 Application Software Stocks
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March 19, 2025
Earnings and macro worries have been common catalysts that drove down these stocks this year.
Via
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Baidu Claims Latest Ernie Model Surpasses OpenAI's GPT-4.5, But Retail Stays On The Sidelines For Now
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March 17, 2025
Baidu said the launches underscore its commitment to continued investment in developing smarter and more powerful next-gen foundation models.
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The Nasdaq Has Entered Correction Territory. History Says This Will Happen Next.
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March 12, 2025
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Magic Software Stock Rallies On In-line Q4 EPS, Positive Guidance: Retail Mood Stays Gloomy Amid Going Private Deal
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March 11, 2025
CEO Guy Bernstein said Magic Software continued investment in digital and cloud transformation solutions and expressed confidence in the company’s ability to sustain momentum and drive long-term...
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Rigetti Asserts 'Leadership' In Quantum Computing Race, Aims To Scale To 100 Qubits As It Looks To Catch Up With IBM, Google
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March 06, 2025
Rigetti Computing missed its Q4 estimates but equated its quantum computing progress with IBM and Google with a target of 100 qubits in 2025.
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Walgreens Could Go Private This Week After A $10 Billion Deal With Sycamore Partners: Report
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March 04, 2025
Walgreens Boots Alliance is in talks with Sycamore Partners, which will take the drugstore chain private in a deal valued at $10 billion.
Via
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Why Did MTSR Stock Surge 15% On The Worst Trading Day Of 2025? Here's What Has Happened Since Its Listing
↗
March 04, 2025
The newly listed clinical-stage biotechnology company, Metsera rose 15.01% on Monday as the broader markets declined.
Via
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SoundHound AI Says Polaris Speech Recognition Model Outperforms Google, OpenAI: Company Forays Into Energy Sector With 7-Figure Deal
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February 28, 2025
SoundHound AI's speech recognition model "outperformed" Google and OpenAI during Q4 as it announced a new seven-figure energy sector deal.
Via
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Rocket Lab Unveils 'Flatellite:' Low-Cost, Mass-Producible Satellite To Target Large Constellations Amid Weak Q1 Guidance
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February 28, 2025
Rocket Lab USA introduced "Flatellite," during its earnings call amid a weak guidance and in-line fourth quarter earnings report.
Via
Benzinga
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Earnings
Smithfield Foods Earns Multiple 'Buy' Calls On Protein Demand Boom, But Retail Yet To Buy In
↗
February 24, 2025
BofA analyst Peter Galbo initiated coverage of Smithfield Foods with a ‘Buy’ rating and $28 price target.
Via
Stocktwits
Bilibili Stock Surges On Strong Q4 Beat, Positive Outlook: Retail Stays Firmly Bullish On The Chinese Name
↗
February 20, 2025
CEO Rui Chen said the company can leverage its “high-quality and exclusive data assets” to exploit the new affordable open-source AI models.
Via
Stocktwits
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Tempus AI Sees Surge In Institutional Holdings In Q4: Cathie Wood's Ark Invest, JPMorgan, And BlackRock Load Up On TEM Stock
↗
February 19, 2025
Tempus AI has seen major funds like Ark, JPMorgan, UBS, Goldman, Barclays, and others investing in the company during the Q4 of 2024.
Via
Benzinga
Topics
Artificial Intelligence
Baidu Stock Slips After Dip In Advertising Revenue Overshadows Q4 Earnings Beat: Retail’s Still Impressed
↗
February 18, 2025
Baidu co-founder and CEO Robin Li said 2024 marked a pivotal year in the company’s ongoing transformation from an internet-centric to an AI-first business.
Via
Stocktwits
VinFast Stock Rises As EV Deliveries Soar, Retail Sentiment Turns 'Extremely Bullish'
↗
February 14, 2025
For 2024, total deliveries hit 97,399, a 192% increase from the prior year.
Via
Stocktwits
Auto Slowdown Hits ON Semiconductor In Q4 — Q1 Outlook Also Dim: CEO Warns of 'Persisting Volatility Due To The Geopolitical Uncertainty'
↗
February 11, 2025
ON Semiconductor Corp. predicted a sluggish Q1 for its automotive segment as its shares tumbled over 8% after the earnings report on Monday.
Via
Benzinga
Sirius XM Stock Rises After Warren Buffett’s Berkshire Hathaway Hikes Stake In Company: Retail Sentiment Hits 7-Month High
↗
February 04, 2025
Following the most recent transaction, Berkshire held 119.78 million Sirius XM shares or about 35.3% stake
Via
Stocktwits
Sirius XM Stock Rises On Q4 Beat, Self-Paying Subscriber Growth: Retail Eager To Lap Up Shares
↗
January 30, 2025
CFO Tom Barry said the company expects to generate free cash flow of $1.15 billion in 2025 and achieve an additional $200 million in run-rate savings exiting the year.
Via
Stocktwits
Logitech Reports Beat-And-Raise Q3, Stock Poised To Open At Multi-Month Highs: Retail Sentiment Lags
↗
January 29, 2025
CEO Hanneke Fabersaid gaming sales were near pandemic-high levels, benefiting from an “outstanding set of innovations launched ahead of the holidays.”
Via
Stocktwits
S&P 500 Scaled A Record 57 All-Time Highs In 2024: Here's What Analysts Think Is In Store This Year
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January 01, 2025
The S&P 500 has hit 57 all-time highs in 2024, the fifth highest of any year in history. Dow has hit a record eight 1,000-point ...
Via
Benzinga
Topics
Stocks
S&P 500 Hits 57 All-Time Highs In Record-Breaking 2024: Magnificent 7 Drive 30% Of Nasdaq's Surge
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December 25, 2024
The year of milestones, 2024, has seen an unperturbed rise in the bull market, we recap 2024's landmark junctures in the U.S. stock market.
Via
Benzinga
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Invesco QQQ Trust vs. Fidelity Nasdaq Composite Index ETF: Which Is the Best Nasdaq ETF For You?
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August 30, 2024
These two ETFs have similar investment styles, but there are some key differences.
Via
The Motley Fool
Topics
ETFs
Stocks
The Nasdaq is Up 20% Halfway Through 2024. Here's What History Says Could Happen in the Second Half.
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July 03, 2024
Nobody can say definitively how the index will move, but history is on investors' side.
Via
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Here's the Average Stock Market Return Over the Last 15 Years
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June 27, 2024
The U.S. stock market made patient investors much richer over the last 15 years.
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How to Invest in NASDAQ: An Easy-to-Follow Guide
May 21, 2024
Learn how to invest in Nasdaq with our guide on investment strategies, types of investments, and tips for maximizing your returns.
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MarketBeat
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Stocks
Everyone Is Talking About the Fidelity Nasdaq Composite Index ETF. Is It a Good Long-Term Option?
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May 11, 2024
Some of world's top tech companies have driven this ETF higher over the past year.
Via
The Motley Fool
Topics
ETFs
Stocks
3 Nasdaq Stocks Trading at Discounted Prices to Consider in May
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May 06, 2024
Finding undervalued Nasdaq stocks has become harder in 2024 because they’ve become more expensive than a year ago.
Via
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History Says the Nasdaq Will Soar in 2024. Here's the ETF to Buy Before That Happens.
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April 19, 2024
This ETF may take off along with the index.
Via
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Topics
ETFs
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