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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
Total Asset Fund (TAF)
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
Services, Fees and Compensation
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
Bond Fund Seminar
RSVP-Signup Form
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Macy’s Rebounds: A Deep-Dive into the ‘Bold New Chapter’ and the March 2026 Stock Rally
March 06, 2026
On March 6, 2026, Macy’s Inc. (NYSE: M) once again became the talk of Wall Street, as its shares surged 5% following a fiscal fourth-quarter earnings report that handily beat analyst expectations. For...
Via
Finterra
Topics
Credit Cards
Economy
Supply Chain
The Treasure Hunt King: A Deep-Dive into TJX Companies (TJX) for 2026
March 06, 2026
As of March 6, 2026, the retail landscape continues to grapple with shifting consumer behaviors and macroeconomic fluctuations. Yet, one name consistently stands out as a beacon of resilience: The TJX...
Via
Finterra
Topics
ETFs
Earnings
Economy
Investors of BlackRock TCP Capital Corp. (TCPC) Seeking Recovery - Contact Kaplan Fox Before Deadline on April 6, 2026
March 06, 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
Investors of BlackRock TCP Capital Corp. (TCPC) Seeking Recovery - Contact Kaplan Fox Before Deadline on April 6, 2026
March 06, 2026
NEW YORK, NY - March 6, 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
OWL Stock Is Down Over 30% This Year— How Private Credit Meltdown Is Exposing 'Cockroaches' In The Market
↗
March 06, 2026
Blue Owl (OWL) drops 30% YTD as BlackRock's par-to-zero loan wipeouts expose "cockroaches" in the $1.8T private credit market.
Via
Benzinga
Morgan Stanley Signals New Era of 'Efficiency' with 3% Workforce Reduction Amidst Record Profits
March 05, 2026
NEW YORK — In a move that has sent ripples through a resurgent Wall Street, Morgan Stanley (NYSE:MS) announced this week its plan to slash approximately 3% of its global workforce. The reduction,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
BlackRock Launches USLN ETF To Open Up $1.4 Trillion Leveraged Loan Market
↗
March 05, 2026
BlackRock launches the iShares Broad USD Floating Rate Loan ETF (USLN), offering index-based access to the $1.4 trillion U.S. leveraged loan market.
Via
Benzinga
Topics
ETFs
Why Bloom Energy (BE) Shares Are Falling Today
March 05, 2026
What Happened? Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) fell 4.3% in the afternoon session after geopolitical ...
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
Deadline is April 6, 2026 to Lead in Securities Class Action Against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox
March 05, 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
Deadline is April 6, 2026 to Lead in Securities Class Action Against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox
March 05, 2026
NEW YORK, NY - March 5, 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
Veeva Systems (VEEV) Surges 11%: Navigating the Vault CRM Migration and the Future of Life Sciences Software
March 05, 2026
On March 5, 2026, Veeva Systems Inc. (NYSE: VEEV) reminded the market why it remains the undisputed heavyweight of life sciences software. Following a blockbuster Q4 fiscal year 2026 earnings report...
Via
Finterra
Topics
Artificial Intelligence
Economy
The AI Memory Super-Cycle: A Deep Dive into Micron Technology (MU)
March 05, 2026
As of March 5, 2026, the semiconductor industry finds itself in the midst of a transformative super-cycle, and few companies embody this shift more than Micron Technology, Inc. (NASDAQ: MU). After...
Via
Finterra
Topics
Artificial Intelligence
Economy
Broadcom’s AI Ascent: A Deep-Dive Analysis Ahead of Q1 2026 Earnings
March 05, 2026
As of today, March 5, 2026, Broadcom Inc. (NASDAQ: AVGO) stands at the undisputed epicenter of the global artificial intelligence infrastructure. While Nvidia (NASDAQ: NVDA) captured the early...
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Finterra
Topics
Artificial Intelligence
ETFs
Earnings
Ross Stores (ROST) Deep-Dive: Decoding the 8% Surge and the Future of the Treasure Hunt
March 05, 2026
On March 5, 2026, the retail sector witnessed a definitive signal of consumer resilience as Ross Stores, Inc. (NASDAQ: ROST) saw its stock price surge by over 8%, reaching a new 52-week high of...
Via
Finterra
Topics
Earnings
Economy
Energy
Ciena’s AI Inflection: Inside the 2026 Earnings Beat and the Future of Global Optical Networking
March 05, 2026
In the high-stakes world of digital infrastructure, the "plumbing" of the internet is often overshadowed by the flashy consumer applications it supports. However, today’s quarterly earnings report from...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The Kroger Co. (KR) Deep Dive: Navigating Disinflation and Strategy Shifts in 2026
March 05, 2026
On this morning of March 5, 2026, The Kroger Co. (NYSE: KR) stands at a pivotal crossroads in its 143-year history. Following the release of its fourth-quarter and full-year 2025 financial results, the...
Via
Finterra
Topics
Artificial Intelligence
Economy
Supply Chain
Costco Wholesale (COST): The Unstoppable Membership Flywheel – 2026 Deep Dive Research Feature
March 05, 2026
On this Thursday, March 5, 2026, the retail world has its eyes fixed on Issaquah, Washington. Costco Wholesale Corp. (NASDAQ: COST) is set to release its second-quarter fiscal 2026 earnings after the...
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Finterra
Topics
Economy
Supply Chain
World Trade
Global Infrastructure Partners Agrees to Acquire TCR
March 05, 2026
From
BlackRock
Via
Business Wire
BlackRock Announces Plans to Expand $52 Billion iShares® iBonds® ETF Franchise
March 05, 2026
From
BlackRock
Via
Business Wire
Century Investments and Dietrich Schäfer: Pioneering Global Capital Strategy
March 05, 2026
Via
Binary News Network
Why Bloom Energy (BE) Stock Is Up Today
March 04, 2026
What Happened? Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 7% in the afternoon session after it received n...
Via
StockStory
Topics
Artificial Intelligence
Economy
BlackRock Expands Access to U.S. Leveraged Loan Market with Index ETF
March 04, 2026
From
BlackRock
Via
Business Wire
Bitcoin ETFs See Highest Drawdown Since Launch While BTC Reclaims $71,000
↗
March 04, 2026
Analyst Drakfost pointed out that the Bitcoin ETF drawdown has now returned to $7.8 billion from its all-time high of $9 billion.
Via
Stocktwits
Topics
ETFs
BlackRock Says Buy AI Energy Stocks Over Big Tech in 2026. Here Are 3 Top Picks.
↗
March 04, 2026
These companies offer immediate solutions to the data center energy problem.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Crypto News: Pepeto Announces $7.45M Raised Fast as Bitcoin Price Prediction Hits $750,000 After Iran Conflict
March 03, 2026
Pepeto just crossed $7.45 million raised while the rest of the market panicked over Bitcoin crashing to $63,000 after the
Via
First Publisher
Topics
ETFs
Economy
The 4.5% Precipice: Analyzing the 10-Year Treasury Breakout and Its Market Consequences
March 03, 2026
As of March 3, 2026, the financial world is fixated on a singular number: 4.50%. The US 10-year Treasury yield, a global benchmark for borrowing costs, is currently oscillating between 4.04% and 4.10%,...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Thor Industries (THO) Research: Navigating the New Era of Global Mobility
March 03, 2026
As of March 3, 2026, the recreational vehicle (RV) industry stands at a critical crossroads between pandemic-era excess and a new era of electrified, tech-integrated travel. At the center of this...
Via
Finterra
Topics
Economy
Emissions
Energy
MissionIRNewsBreaks – Datavault AI Inc. (NASDAQ: DVLT) Reports Surge in Institutional Ownership as Platform Expansion Accelerates
March 03, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
The Share Cannibal: A Deep Dive into AutoZone’s (AZO) Market Dominance (2026 Feature)
March 03, 2026
As of March 3, 2026, AutoZone, Inc. (NYSE: AZO) stands as a titan of the American retail landscape, embodying a "boring but beautiful" investment thesis that has consistently outperformed sexier...
Via
Finterra
Topics
Artificial Intelligence
Economy
Electric Vehicles
The Nervous System of AI: A Comprehensive Research Report on Corning Incorporated (GLW)
March 03, 2026
As of March 3, 2026, Corning Incorporated (NYSE: GLW) stands at the epicenter of a global infrastructure revolution. While once known primarily as a manufacturer of glass for lightbulbs and television...
Via
Finterra
Topics
Artificial Intelligence
Economy
Emissions
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