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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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RSVP-Signup Form
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BlackRock
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922.90
-28.27 (-2.97%)
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Updated: 7:00 PM EDT, Mar 12, 2026
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The Billion-Dollar Divide: How "Megadeals" Are Defining a K-Shaped M&A Market in 2026
March 11, 2026
The opening months of 2026 have revealed a startling paradox in the global financial landscape: while the sheer number of corporate marriages is dwindling, the price tags on the few remaining...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
BlackRock Launches $100 Million Philanthropic Initiative to Power the Next Generation of American Workers in Skilled Trades
March 11, 2026
From
BlackRock
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Business Wire
The Great Rotation: Russell 2000 Surges as Investors Flee Overstretched Tech Giants
March 10, 2026
NEW YORK — In a dramatic shift of market leadership, the Russell 2000 index (INDEXRUSSELL:RUT) continued its historic outperformance on Tuesday, March 10, 2026, as investors aggressively rotated...
Via
MarketMinute
Topics
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Bankruptcy
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Why Walker & Dunlop (WD) Stock Is Down Today
March 10, 2026
What Happened? Shares of commercial real estate finance company Walker & Dunlop (NYSE:WD) fell 5% in the afternoon session after the company announced its lo...
Via
StockStory
The Fortress and the Future: A Deep-Dive Research Report on JPMorgan Chase (JPM)
March 10, 2026
As of March 10, 2026, JPMorgan Chase & Co. (NYSE: JPM) stands not just as the largest bank in the United States, but as a global financial titan that has redefined the "too big to fail" moniker into...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Earnings
GE Aerospace Deep-Dive: The Propulsion Powerhouse Shaping the Future of Flight
March 10, 2026
As of March 10, 2026, the industrial landscape looks vastly different than it did just two years ago. At the heart of this transformation is GE Aerospace (NYSE: GE), a company that has not only...
Via
Finterra
Topics
Economy
Emissions
World Trade
Netflix (NFLX): From Streaming Pioneer to Diversified Entertainment Titan (2026 Analysis)
March 10, 2026
As of March 10, 2026, the streaming landscape has evolved from a frantic race for subscribers into a disciplined battle for profitability and "share of time." At the center of this transformation...
Via
Finterra
Topics
Artificial Intelligence
Religion
The AI Factory: A Deep-Dive into Dell Technologies (DELL) in 2026
March 10, 2026
March 10, 2026 Introduction In the rapidly evolving landscape of global technology, few companies have managed to reinvent themselves as successfully or as dramatically as Dell Technologies (NYSE:...
Via
Finterra
Topics
Artificial Intelligence
Economy
Supply Chain
Target Corporation (TGT): Navigating the Fiddelke Era and the New Retail Reality
March 10, 2026
Today’s date is March 10, 2026. Introduction As the retail landscape enters a new era of "Agentic Shopping" and tightening consumer discretionary budgets, few companies find themselves at a more...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Data Breach
Lowe’s (LOW) in 2026: The Tech-Driven Evolution of a Home Improvement Giant
March 10, 2026
As of March 10, 2026, Lowe’s Companies, Inc. (NYSE: LOW) stands as a testament to the resilience of the American consumer and the strategic evolution of big-box retail. Once viewed primarily as the...
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
Alphabet Inc. (GOOGL): Navigating the Agentic AI Era and the $4 Trillion Frontier
March 10, 2026
As of March 10, 2026, Alphabet Inc. (NASDAQ: GOOGL / GOOG) stands at a historic crossroads. After a decade of dominance in the "Information Age," the company has successfully transitioned into the...
Via
Finterra
Topics
Artificial Intelligence
Economy
The Silicon Architect: A Deep Dive into Applied Materials (AMAT) in the AI Era
March 10, 2026
As of March 10, 2026, the semiconductor industry has moved far beyond the "chip shortage" era of the early 2020s, entering a decade defined by the relentless scaling requirements of Generative AI and...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The Memory Architect: A Deep Dive into Micron Technology (MU) in the AI Era
March 10, 2026
Date: March 10, 2026 Introduction In the high-stakes architecture of artificial intelligence, the spotlight often falls on the "brains"—the massive GPUs designed by Nvidia and AMD. However, as the...
Via
Finterra
Topics
Artificial Intelligence
Workforce
The Llama Revolution: A Deep-Dive Into Meta Platforms (META) in 2026
March 10, 2026
As of March 10, 2026, Meta Platforms, Inc. (NASDAQ: META) stands at a historic crossroads. Once defined solely by its dominance in social media, the company has successfully pivoted into an artificial...
Via
Finterra
Topics
Artificial Intelligence
Lawsuit
Workforce
Apple in 2026: The $3.8 Trillion AI Powerhouse Navigating a New Era
March 10, 2026
Date: March 10, 2026 Introduction As of March 10, 2026, Apple Inc. (NASDAQ: AAPL) stands not just as a technology company, but as a global economic pillar with a market capitalization hovering near...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
The $5,000 Ounce: Gold Eclipses US Treasuries Amid Geopolitical Siege
March 10, 2026
As of March 10, 2026, the global financial order is undergoing a tectonic shift. Gold has solidified its position above the historic $5,000 per ounce milestone, fundamentally altering the calculus of...
Via
MarketMinute
Topics
ETFs
Economy
Energy
The Cybersecurity Titan: A Deep Dive into Palo Alto Networks’ Platformization Era
March 10, 2026
As of March 10, 2026, the cybersecurity landscape has shifted from a fragmented market of "best-of-breed" point products to a centralized battle of integrated platforms. At the epicenter of this...
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Regulatory Compliance
NVIDIA (NVDA): The Full-Stack Architect of the AI Era (March 2026 Analysis)
March 10, 2026
Date: March 10, 2026 Introduction As of early 2026, NVIDIA Corporation (NASDAQ: NVDA) has transcended its origins as a graphics card manufacturer to become the foundational architect of the global...
Via
Finterra
Topics
Artificial Intelligence
Economy
Microsoft EVP Of Strategy Sells 12.3K Shares Worth $5.05 Million
↗
March 09, 2026
Microsoft said on Monday in a filing with the U.S. SEC that its Executive Vice President of Strategy, Kathleen Hogan, completed the sale on March 6.
Via
Stocktwits
Topics
Artificial Intelligence
Regulatory Compliance
The Artificial Intelligence (AI) Stock That Institutional Investors Are Quietly Loading Up on for 2026
↗
March 09, 2026
Big tech companies aren't the only ones betting big on AI infrastructure; Wall Street institutions are loading up on shares of this cool stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Yielding to Pressure: 10-Year Treasury Yields Surge Past 4.0% as Geopolitics and Inflation Reignite Market Volatility
March 09, 2026
The US Treasury market has entered a period of intense turbulence as the benchmark 10-year yield surged past the critical 4.0% threshold this week, reaching 4.21%—its highest level in over a year. This...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Great Unlocking: Private Equity Confidence Hits Six-Year High as Megadeals Resurge in 2026
March 09, 2026
The global private equity (PE) landscape has undergone a seismic shift in the first quarter of 2026, transitioning from a period of cautious stagnation to an era of aggressive, multi-billion dollar...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
In today's session, there are S&P500 stocks with remarkable trading volume.
↗
March 09, 2026
Via
Chartmill
London Co of Virginia Sells 37,000 NewMarket Shares in $28 Million Trade
↗
March 09, 2026
NewMarket delivers specialty chemical additives for global automotive, industrial, and energy markets.
Via
The Motley Fool
Securities Class Action Lawsuit Against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox Before Deadline on April 6, 2026
March 09, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
Regulatory Compliance
Securities Class Action Lawsuit Against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox Before Deadline on April 6, 2026
March 09, 2026
NEW YORK, NY - March 9, 2026 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against BlackRock TCP Capital Corp. (“BlackRock TCP” or the “Company”)...
Via
TheNewswire.com
Topics
Lawsuit
Regulatory Compliance
A Recent BlackRock Survey Reveals How Much Americans Think They Need to Retire. The Answer Will Absolutely Shock You.
↗
March 09, 2026
There's no right amount to save for retirement, but most Americans now think they need more than ever, given the high cost of living.
Via
The Motley Fool
Topics
Economy
Retirement
Flying Higher: A Comprehensive Research Feature on United Airlines (UAL) in 2026
March 09, 2026
As of March 9, 2026, the global aviation landscape has undergone a profound transformation, and at the center of this shift stands United Airlines Holdings, Inc. (NASDAQ: UAL). Once a legacy carrier...
Via
Finterra
Topics
Credit Cards
Economy
Block Inc. (SQ) 2026 Research Feature: The AI Pivot and the ‘Rule of 40’ Era
March 09, 2026
As of March 9, 2026, Block, Inc. (NYSE: SQ) stands at a pivotal juncture in its nearly two-decade history. Once a high-flying darling of the "fintech revolution," the company has spent the last two...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Earnings
Micron Technology (MU): The American Titan of the AI Memory Revolution
March 09, 2026
As of March 9, 2026, the global technology landscape is defined by one primary bottleneck: memory. While the early years of the artificial intelligence boom focused on the raw processing power of GPUs,...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
World Trade
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