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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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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 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
Quarterly Performance Reports
EVENTS
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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
(NY:
BLK
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964.71
-7.21 (-0.74%)
Official Closing Price
Updated: 6:30 PM EDT, Jun 26, 2026
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All News about BlackRock
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BlackRock's IBIT Bitcoin ETF Sees $527 Million Outflow: What Is Going On?
↗
May 28, 2026
IBIT sheds $528M in its second-largest single-day outflow as US airstrikes near the Strait of Hormuz trigger $733M in BTC ETF redemptions.
Via
Benzinga
Topics
ETFs
2 Monthly-Income ETFs With Yields Reaching as High as 5.2%
↗
May 27, 2026
Tired of managing individual dividend stocks? Boost your passive income with these 2 low-fee iShares ETFs delivering monthly payouts and yields up to 5.2%
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
The $800 Billion AI Binge Led By Amazon And Microsoft Is Now Feeding Wall Street's Worst Nightmare
↗
May 27, 2026
BlackRock warns the AI spending boom led by Amazon and Microsoft is driving inflation and complicating the Fed's rate outlook.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Don’t Ignore Basic Bond Math and Jump Into TIPS: The ‘Inflation Hedge’ Story Isn’t Everything
May 26, 2026
With sticky inflation re-emerging as the dominant macro story, retail investors are aggressively searching for a shield to protect their purchasing power.
Via
Barchart.com
Topics
Bonds
ETFs
Economy
BlackRock Inc (NYSE:BLK) Strong Growth Stocks with good Technical Setup Ratings
↗
May 26, 2026
Via
Chartmill
JPMorgan Chase Says It Is Comfortable With $50 Billion in Private Credit Exposure. Should Investors Be?
↗
May 25, 2026
JPMorgan is focused on the big picture, and you should probably do the same if you own the stock.
Via
The Motley Fool
Topics
Bonds
BlackRock Stock: Is Wall Street Bullish or Bearish?
May 25, 2026
BlackRock has underperformed the broader market over the past year, yet analysts remain highly optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
CWM Opens a $521 Million Position in CORO -- What Investors Should Know
↗
May 22, 2026
Offering active exposure to global equities, this ETF rotates allocations among international markets to pursue diversified returns.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Inside The Record-Breaking Space X IPO: Why BlackRock Wants 13%
↗
May 20, 2026
SpaceX is expected to raise $75 billion during its IPO as soon as June, making it two and a half times larger than Saudi Aramco’s $30 billion raise—the previous record holder.
Via
Benzinga
Topics
Initial Public Offering
BlackRock Declares Quarterly Dividend of $5.73 on Common Stock
May 20, 2026
From
BlackRock
Via
Business Wire
Stay informed with the top movers within the S&P500 index on Tuesday.
↗
May 19, 2026
Via
Chartmill
Solana Just Had Its First $1 Trillion Quarter. What Comes Next?
↗
May 19, 2026
Solana's economic activity is soaring. Its price is another story.
Via
The Motley Fool
Best Crypto ETFs to Buy in 2026
↗
May 18, 2026
Institutional investors are stepping into crypto in a big way. Ordinary investors can follow along with the iShares Bitcoin Trust ETF and other exchange-traded funds.
Via
The Motley Fool
Topics
ETFs
This Wealth Manager Just Bet $5.8 Million on BlackRock's Active Country Rotation ETF
↗
May 18, 2026
iShares International Country Rotation Active ETF offers actively managed exposure to global equities through dynamic country allocation.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
BlackRock's Troubled Private Credit Fund Draws DOJ Scrutiny
↗
May 18, 2026
The Manhattan U.S. Attorney's Office has requested information regarding the valuation practices behind BlackRock's private credit fund.
Via
Benzinga
BlackRock’s CORO ETF Beat Its Benchmark by 6 Points. One Firm Just Bought $55 Million
↗
May 17, 2026
This ETF delivers dynamic exposure to international equities through an active country rotation strategy targeting global market trends.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
The Asset Manager Whose Private Credit Fund Just Capped Withdrawals. Should BlackRock Investors Worry?
↗
May 17, 2026
BlackRock has put the brakes on redemptions from one of its main private credit funds; it is a bad sign, but not the end of the world.
Via
The Motley Fool
Cybersecurity Is No Longer Optional for Any Business. These ETFs Are Built Around That Reality.
↗
May 17, 2026
As the need for cybersecurity grows, the share prices of cybersecurity stocks have risen.
Via
The Motley Fool
Topics
Artificial Intelligence
Data Breach
ETFs
BlackRock Eyes Up To $10 Billion Stake In SpaceX IPO As Elon Musk Targets Historic $1.75 Trillion Debut: Report
↗
May 16, 2026
BlackRock is reportedly considering a $5 billion to $10 billion investment in SpaceX's upcoming IPO, potentially becoming a major anchor investor in what could be the largest stock market debut in...
Via
Benzinga
Topics
Initial Public Offering
Market Crash: The Financial Stocks I'd Buy Without Hesitation
↗
May 16, 2026
If the stock market were to correct from here, these three financial stocks would be no-brainer buys.
Via
The Motley Fool
Binance Online Draws Global Audience for Conversations on Crypto’s Next Chapter
May 16, 2026
Via
Press Release Distribution Service
Here's How Much $1000 Invested In BlackRock 20 Years Ago Would Be Worth Today
↗
May 15, 2026
Via
Benzinga
ShoreHaven Bets Big on Global Diversification With $10.3 Million CORO Buy
↗
May 15, 2026
Specializing in global country-rotation strategies, this ETF leverages BlackRock’s research to deliver diversified international exposure.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Binance Online Draws Global Audience for Conversations on Crypto’s Next Chapter
May 15, 2026
BTCPressWire was founded by PR veterans, so we understand your pain points and know how to address them.
Via
GlobePRwire
Interactive Brokers, Enova, and Encore Capital Group Shares Are Soaring, What You Need To Know
May 14, 2026
What Happened? A number of stocks jumped in the afternoon session after optimism improved supported by the U.S.-China trade summit and solid U.S. economic da...
Via
StockStory
Topics
Government
World Trade
BlackRock's Jeff Rosenberg Pushes Back On Inflation Panic After CPI And PPI Shock— 'Better In The Details'
↗
May 14, 2026
BlackRock's Jeff Rosenberg says inflation may be peaking despite hotter CPI and PPI data fueling Fed hike fears.
Via
Benzinga
Topics
Economy
Denver PWM Trims Its Treasury ETF Stake -- Selling $2.6 Million Worth of IBTG
↗
May 13, 2026
The iShares iBonds Dec 2026 Term Treasury ETF offers defined-maturity exposure to U.S. government bonds with a focus on principal preservation.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
BlackRock CEO Larry Fink Warns AI Will Create Brutal 'K Economy' With Only Few Winners
↗
May 13, 2026
BlackRock CEO Larry Fink warns AI costs will create a brutal 'K economy,' forcing market consolidation amid compute and power shortages.
Via
Benzinga
Topics
Artificial Intelligence
Advocacy Wealth Buys $16.19 Million of iShares AAA CLO Active ETF
↗
May 12, 2026
This actively managed ETF targets income and capital preservation through a portfolio of AAA-rated U.S. dollar CLOs.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Why Getty Images (GETY) Shares Are Falling Today
May 12, 2026
What Happened? Shares of visual content marketplace Getty Images (NYSE:GETY) fell 5.4% in the morning session after the company reported disappointing first-...
Via
StockStory
Topics
Artificial Intelligence
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