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home
about us
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Firm ADV PDFs
Form CRS
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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
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TAV Program
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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
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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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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Avantis U.S. Equity ETF
(NY:
AVUS
)
126.88
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Updated: 8:00 PM EDT, Jul 30, 2026
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PLUG Shares Soar Over 10% Ahead Of CEO’s Reddit AMA On Upcoming Share Count Vote
↗
January 22, 2026
Via
Stocktwits
GME Shares Climb After Hours As CEO Buys 1M Shares This Week
↗
January 21, 2026
According to a filing with the Securities and Exchange Commission, Cohen purchased an aggregate of 500,000 shares on Wednesday.
Via
Stocktwits
GME Stock Edges Up 3% After-Hours As CEO Increases Stake In The Retailer
↗
January 20, 2026
GameStop’s CEO Ryan Cohen disclosed an increased stake of 9.2% in the firm on Tuesday.
Via
Stocktwits
Topics
Earnings
MSTR Buys $2.13B Worth Of Bitcoin Amid ETF Interest
↗
January 20, 2026
Via
Stocktwits
Topics
ETFs
Moderna Shares Rise On Five-Year Follow-Up Takeaways For Skin Cancer Vaccine: Retail Applauds ‘Solid’ Update
↗
January 20, 2026
Intismeran autogene vaccine, in combination with cancer drug Keytruda, reduced the risk of recurrence or death at five years of follow-up, the company said.
Via
Stocktwits
ASTS Stock Breaks $100 Barrier — Retail Calls It A ‘Generational Instance And Communication Revolution’
↗
January 15, 2026
Shares of AST SpaceMobile rose over 6.3% to close at $101.25 on Thursday.
Via
Stocktwits
Talen Energy Stock Rallies More than 10% - What’s Driving The Optimism?
↗
January 15, 2026
Via
Stocktwits
KKR Shares Rise – What’s With $15B UK Offshore Wind Project?
↗
January 14, 2026
Via
Stocktwits
Cloudflare Acquires Human Native In A Push To Strengthen AI Data Marketplace
↗
January 15, 2026
The acquisition is aimed to make content discovery and access for AI developers easier and faster, according to the company.
Via
Stocktwits
Topics
Artificial Intelligence
BNY Shares Rally – What’s Driving Retail Optimism?
↗
January 13, 2026
Via
Stocktwits
Reddit Down For More Than 100,000 Users Globally – Here’s Why?
↗
January 13, 2026
Reddit said it is investigating elevated errors across reddit.com and native apps. It further added that a fix to the problem has been implemented.
Via
Stocktwits
Boeing Stock Rallies As FY25 Deliveries Jump 435%, Beating Growth At Rival Airbus
↗
January 13, 2026
Via
Stocktwits
US Banking Giant Citigroup To Cut 1,000 Jobs This Week: Report
↗
January 12, 2026
The job cuts are part of the bank's plan announced two years ago to reduce staff by 20,000 before the end of 2026, Bloomberg News report said.
Via
Stocktwits
AST SpaceMobile Has Rallied 120% In Past 6 Months, Retail Still Seeing Upside Potential
↗
January 09, 2026
Via
Stocktwits
Boeing’s CEO Tells Staff ‘Important Work Ahead’ To Continue Its Turnaround: Report
↗
January 08, 2026
Via
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Rigetti Computing Stock Draws Retail Buzz After Quantum Timeline Slips And Insider Sale Surfaces
↗
January 02, 2026
Via
Stocktwits
Pfizer Confirms Death Of Patient Enrolled In Hemophilia Drug Study
↗
December 23, 2025
Via
Stocktwits
KKR Stock Rises After Reportedly Quadrupling Its Money On OneStream Bet
↗
January 08, 2026
According to a report from Bloomberg News, KKR now expects to post a gross internal rate of return of 24.9% based on its initial investment in the company in 2019.
Via
Stocktwits
ACHR Stock Gained 5% Today – Why Investors Are Enthusiastic About Its Partnership With NVIDIA?
↗
January 08, 2026
Archer will integrate NVIDIA’s IGX Thor platform into future versions of its Midnight electric air taxi.
Via
Stocktwits
Topics
Artificial Intelligence
Applied Digital Posts 250% Jump In Its Quarterly Revenue
↗
January 07, 2026
Applied Digital’s HPC hosting business contributed $85 million. Its data center hosting contributed $41.6 million, up 15% year-over-year.
Via
Stocktwits
Cineverse Jumps After Announcing Acquisition Of Giant Worldwide — Retail Says Deal Fits Company Strategy ‘Perfectly’
↗
January 07, 2026
Cineverse expects Giant Worldwide to contribute pro forma revenue of $15-17 million in fiscal year 2027.
Via
Stocktwits
Ford Reaffirms Faith In Less EV, More Hybrid, Gas Vehicle Strategy After Q4 Sales Report: Retail Sees Stock Hit As High $25 This Week
↗
January 06, 2026
The automaker witnessed its pure EV sales decline by about 52% in the three months through the end of December to 14,513 units, down from 30,176 units in Q4 2024.
Via
Stocktwits
SoFi Technology Shares are Down More Than 10% — What’s Driving The Sell Off?
↗
January 06, 2026
Bank of America resumed coverage on the stock with an ‘underperform’ rating.
Via
Stocktwits
South Korea Vows ‘All Available Legal Measures’ Against Coupang After Massive Data Leak
↗
December 31, 2025
Yonhap News Agency reported on Wednesday that the government slammed the online retail company’s lukewarm response in addressing the data leak during a parliamentary hearing.
Via
Stocktwits
Lululemon Founder Targets Board Change Ahead Of CEO Search: Report
↗
December 29, 2025
Proposal seeks to make boardroom revisions before athletic-apparel company chooses a new CEO, report said.
Via
Stocktwits
Edgewise Therapeutics Stock Jumps After Trial Update For Genetic Heart Disease — Wall Street Eyes A Potential Standout
↗
December 24, 2025
The investigational drug EDG-7500 was generally well tolerated in the trial, the company said.
Via
Stocktwits
After A Sharp Rally In 2025, Ramaco Is Doubling Down With $100M Share Buyback
↗
December 24, 2025
Ramaco’s CEO said that, with $600 million-plus (before fees) in capital raises in the second half of 2025, the firm is well-positioned to pursue opportunities to unlock value and maximize shareholder...
Via
Stocktwits
EchoStar’s SpaceX Stake Is Driving UBS, Citi Price Target Revisions
↗
December 23, 2025
UBS lowered EchoStar’s price target to $125 from $128 while Citi raised the firm’s price target to $111 from $87, according to TheFly.
Via
Stocktwits
Instacart Pulls Plug On AI-Driven Grocery Pricing Tests After Shopper Backlash And Regulatory Scrutiny
↗
December 22, 2025
The company said that retailers will no longer be able to use Eversight technology to run item price tests on Instacart.
Via
Stocktwits
Boeing Stock In Spotlight On Anduril Partnership — What’s The Deal About?
↗
December 18, 2025
Boeing is partnering with Anduril Industries for a U.S. Army interceptor bid wherein the latter will provide rocket motors.
Via
Stocktwits
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