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home
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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
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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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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 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
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Event Schedule
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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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BlackRock
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Updated: 7:00 PM EST, Feb 13, 2026
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Incyte (INCY) Deep Dive: Navigating the 2026 Crossroads Following Earnings Miss
February 11, 2026
As of February 11, 2026, Incyte Corporation (NASDAQ: INCY) finds itself at a pivotal crossroads. Known for over a decade as a one-drug powerhouse centered on the hematology blockbuster Jakafi, the...
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The Architecture of AI: A Deep-Dive into Vertiv Holdings (VRT) Following Record 2026 Results
February 11, 2026
Today, February 11, 2026, the equity markets witnessed a defining moment in the artificial intelligence (AI) infrastructure cycle as Vertiv Holdings Co. (NYSE: VRT) released its fourth-quarter and...
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Deep Dive: Datadog (DDOG) Surges in 2026 as AI and Security Pivots Pay Off
February 11, 2026
On this Wednesday, February 11, 2026, the technology sector is buzzing with the aftershocks of Datadog, Inc. (NASDAQ: DDOG) and its latest fiscal reporting. Once considered a niche "observability" tool...
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Pure-Play Pivot: A Deep Dive into Becton Dickinson (BDX) Following the Waters Spin-Off and 2026 Guidance Reset
February 11, 2026
Becton, Dickinson and Company (NYSE: BDX), widely known as BD, has long been a cornerstone of the global healthcare infrastructure. However, as of February 11, 2026, the company is making headlines not...
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Tom Lee Explains MrBeast Could Be ‘Robinhood, Sofi, Chime Combined’ And Why That’s Good News For Bitmine
↗
February 11, 2026
Tom Lee said Bitmine’s $200 million investment in MrBeast could evolve into a financial platform that captures Gen Z and Gen Alpha, reaping boons for the company as well.
Via
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Goldstone Financial Group Showcases Client Insights On Secure Retirement
February 11, 2026
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Retirement
Better Stablecoin Buy: USD Coin vs. Ripple USD
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February 10, 2026
Which of these popular stablecoins has a brighter future?
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Market Rally Helps US Stock Turnover To Top $1T A Day, Bloomberg Intelligence Says
↗
February 10, 2026
As per the data from Bloomberg Intelligence, equity turnover averaged a record $1.03 trillion in January, a roughly 50% increase from the same period in 2025.
Via
Stocktwits
Topics
ETFs
Stocks
BlackRock Dividend Increase
↗
February 10, 2026
On 15 January, BlackRock increased its dividend by 9.98%, from $5.21 to $5.73 per share. The dividend is payable on 24 March to shareholders of record on 6 March.
Via
Talk Markets
Tokyo’s Golden Era: Nikkei 225 Shatters Records as Japan Emerges as a Global Growth Powerhouse
February 10, 2026
The Japanese stock market reached a historic milestone on February 10, 2026, as the Nikkei 225 index surged to an all-time high of 58,000, capping a spectacular rally that has fundamentally redefined...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Gilead’s Second Act: A 2026 Deep Dive into the Transition from Virology to Oncology Powerhouse
February 10, 2026
Date: February 10, 2026 Introduction For years, Gilead Sciences, Inc. (Nasdaq: GILD) was characterized by investors as a "value trap"—a cash-rich biopharma giant that had lost its way after the...
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Finterra
Topics
Economy
Intellectual Property
Datadog (DDOG) 2026 Research Report: The AI-Native Command Center for the Modern Enterprise
February 10, 2026
Date: February 10, 2026 Introduction As the enterprise landscape navigates the "Second Wave" of generative AI deployment, few companies have positioned themselves as centrally as Datadog, Inc. (NASDAQ:...
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Regulatory Compliance
The $80 Billion Ambition: An In-Depth Analysis of AstraZeneca (AZN) in 2026
February 10, 2026
Date: February 10, 2026 Introduction AstraZeneca PLC (NASDAQ: AZN; LSE: AZN) stands today at a critical crossroads of pharmaceutical history. Long recognized as the crown jewel of British...
Via
Finterra
Topics
Artificial Intelligence
Economy
Fraud
Autonomous Observability: A Deep Dive into Dynatrace (NYSE: DT) in 2026
February 10, 2026
As of February 10, 2026, the global technology landscape has reached a critical inflection point: the transition from monitoring to autonomous observability. Standing at the epicenter of this shift is...
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Finterra
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Artificial Intelligence
Initial Public Offering
The Gallagher Way in the Age of AI: A 2026 Deep Dive into Arthur J. Gallagher & Co. (AJG)
February 10, 2026
Date: February 10, 2026 Introduction Arthur J. Gallagher & Co. (NYSE: AJG) stands as a titan of the global insurance landscape, currently the world’s third-largest insurance brokerage and risk...
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Artificial Intelligence
The Architect of Risk: WTW’s Strategic Transformation and the New Era of Brokerage
February 10, 2026
Date: February 10, 2026 Introduction In the high-stakes world of global risk management and human capital consulting, Willis Towers Watson Public Limited Company (Nasdaq: WTW) has spent the last decade...
Via
Finterra
Topics
Artificial Intelligence
Climate Change
Economy
The Measurement Giant Reimagined: A Deep Dive into Waters Corporation (WAT) in 2026
February 10, 2026
As of February 10, 2026, Waters Corporation (NYSE: WAT) stands at the most significant crossroads in its nearly 70-year history. Long regarded as the gold standard in liquid chromatography and mass...
Via
Finterra
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Economy
Why This Vanguard ETF Doesn't Belong in Your Portfolio
↗
February 10, 2026
Vanguard offers a wide array of quality, ultra-cheap ETFs that are great for investors. But I'd steer clear of this one in particular.
Via
The Motley Fool
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ETFs
BlackRock to Host U.S. Infrastructure Summit in Washington, D.C.
February 10, 2026
From
BlackRock
Via
Business Wire
Why Even Mega-Bull Dan Ives Lowered His Price Target on Amazon Stock After the CapEx Shock
February 09, 2026
Amazon’s $200 billion capex plan rattled Wall Street so much that even bull Dan Ives trimmed his target, despite AWS and ads still firing at full cylinders.
Via
Barchart.com
Topics
Artificial Intelligence
AI Giants Rebound: Oracle and Palantir Surge as Investors Buy the Dip After Tech Rout
February 09, 2026
On Monday, February 9, 2026, the S&P 500 opened the week with a decisive move higher, led by a powerful resurgence in artificial intelligence heavyweights. After a bruising first week of February that...
Via
MarketMinute
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Artificial Intelligence
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Stocks
Bernstein Analysts Reiterate $150,000 Bitcoin Target, Citing 'Weakest Bear Case in History'
February 09, 2026
As the digital asset market navigates a period of early-year volatility, analysts at Bernstein have sent a clear message to institutional investors: stay the course. In a comprehensive research note...
Via
MarketMinute
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ETFs
Economy
Bitcoin’s Recovery Roadmap: Prediction Markets Weigh $75,000 Rebound Against a Long Road to $150,000
February 09, 2026
As of February 9, 2026, the cryptocurrency market is caught in a high-stakes tug-of-war between a brutal technical correction and a resurgence of institutional "buy-the-dip" conviction. Following a...
Via
PredictStreet
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ETFs
Economy
Bullish (BLSH) Ignites the Institutional Crypto Market as Revenue Surges 70% on Derivatives Dominance
February 09, 2026
The digital asset landscape witnessed a seismic shift this week as Bullish (NYSE: BLSH), the institutional-grade crypto exchange, reported an explosive 70% year-over-year revenue growth in its latest...
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
The Intelligence Pivot: Li Auto’s Race to Reclaim the Premium Crown Through AI
February 09, 2026
As the global automotive industry navigates the "second half" of the electric vehicle (EV) revolution—transitioning from electrification to intelligent automation—Li Auto (Nasdaq: LI) finds itself at a...
Via
Finterra
Topics
Artificial Intelligence
Electric Vehicles
Energy
Intuitive Surgical’s New Heart: Analyzing the da Vinci 5 Cardiac Clearance and the Future of Robotic Surgery
February 09, 2026
As of February 9, 2026, the medtech landscape is witnessing a pivotal shift centered around the long-awaited return of robotics to the heart of the operating room. Intuitive Surgical, Inc. (NASDAQ:...
Via
Finterra
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Artificial Intelligence
Economy
World Trade
Micron Technology (MU): Navigating the HBM4 Frontier in the AI Supercycle
February 09, 2026
As of February 9, 2026, Micron Technology (Nasdaq: MU) stands at a defining crossroads in the global semiconductor landscape. Once viewed primarily as a cyclical manufacturer of commodity memory, the...
Via
Finterra
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Artificial Intelligence
The $200 Billion Gambit: Amazon’s High-Stakes Transformation into an AI Superpower
February 09, 2026
As of February 9, 2026, Amazon.com, Inc. (NASDAQ: AMZN) finds itself at a historic crossroads. Long celebrated as the king of global e-commerce, the Seattle-based giant is in the midst of a radical...
Via
Finterra
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Artificial Intelligence
Economy
Workforce
Kyndryl’s Crisis: Assessing the 25% Post-Market Plunge and the Future of the IBM Spinoff
February 09, 2026
February 9, 2026 Introduction The financial markets witnessed a seismic shift on the evening of February 9, 2026, as Kyndryl Holdings (NYSE: KD) saw its market capitalization evaporate by a staggering...
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Finterra
Topics
Artificial Intelligence
Earnings
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Barrick Gold (GOLD): Navigating the Golden Era of Record Cash Flows and $3,500+ Gold Prices
February 09, 2026
As of February 9, 2026, the global mining landscape has been fundamentally reshaped by a historic bull run in precious metals. At the center of this transformation is Barrick Gold (NYSE: GOLD), a...
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Finterra
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Economy
Energy
Initial Public Offering
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