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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
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
Quarterly Performance Reports
EVENTS
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Event Schedule
TAM
Event Schedule
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
Bond Fund Seminar
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Updated: 4:10 PM EST, Feb 3, 2026
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The Best Index Funds to Buy: Low Cost IVV or Higher Yield DIA?
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Nasdaq, S&P 500 Futures Climb As Investors Brace For Earnings Rush, Fed Signals: Why META, MSFT, MU, UNH, GME Are On Traders' Radar Today
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January 27, 2026
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Dow, S&P 500, Nasdaq Futures Mixed As Investors Brace For More Big Tech Earnings, Fed Policy Update
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January 27, 2026
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Trump To Increase Tariffs On South Korea From 15% To 25%
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January 26, 2026
Trump said in a post on Truth Social that South Korea President Lee Jae Myung and him had reached a deal in July 2025, and reaffirmed the terms in Oct. 2025, but they had not yet been approved.
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Gold Futures Smash $5,000, Silver Blows Past $100 As Trump Risks Ignite Safe-Haven Frenzy
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January 25, 2026
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BlackRock Exec Rieder’s Odds To Become Next Fed Chair Jumps After Trump’s Latest Praise
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January 22, 2026
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Will The Fed Cut Rates This Week?
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January 26, 2026
This is the Federal Open Market Committee’s first meeting in 2026, and comes after three consecutive 25-bps rate cuts.
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Michael Burry Warns Yen Carry Trade Unwind Could Result In ‘Many’ Consequences For US Stocks And Bonds
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January 26, 2026
Burry warned that the Japanese yen is “long, long overdue for a trend reversal,” while cautioning investors in the U.S. of what would happen as a result of the repatriation of funds from the United...
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Nasdaq, S&P 500 Futures Open The Week On Edge As Earnings, Tariffs, Fed Decision Loom: Why META, NVDA, RVMD, USAR Are On Traders' Radar Today
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January 26, 2026
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Stocks
Goldman Sachs Expects No Midweek Surprises From Fed’s Powell, Sees June Rate Cut
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January 26, 2026
The research firm forecasts two rate cuts this year.
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Government
PCE Report: Fed's Preferred Inflation Gauge Comes In At 2.8% In November
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January 22, 2026
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Trump Reportedly Says A Piece Of Golden Dome Will Be On Greenland — Dow Futures Rise Over 100 Points
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January 22, 2026
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EU Suspends US Trade Deal Amid Trump’s Greenland Threats, Says Sovereignty At Stake: ‘Business As Usual Impossible’
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January 21, 2026
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DIA vs. VOOG: How Dow Jones Stability Compares to S&P 500 Growth
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January 24, 2026
Explore how sector focus and risk profiles set these two popular ETFs apart for investors seeking either growth or stability.
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Stocks
DIA vs. IWM: DIA Combines Higher Yield With Lower Cost, While IWM Offers Greater Diversification
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January 24, 2026
Explore how portfolio concentration, sector tilt, and risk profiles set these two major ETFs apart for different investor priorities.
Via
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Gene Munster On AI, Jobs And What C-Suite Won’t Talk About
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January 23, 2026
Deepwater Asset Management’s co-founder said one reality about the growth of artificial intelligence is that it is increasingly difficult for top leaders to talk about its impact on the workforce.
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IMF’s Georgieva Warns AI Will Hit Jobs ‘Like A Tsunami’ – And Could Disrupt 60% Of Roles In Advanced Economies
↗
January 23, 2026
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Nasdaq, S&P 500 Futures Subdued Ahead Of PMI Data: Why INTC, TSLA, NFLX, VST, MOVE Are On Traders' Radar Today
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January 23, 2026
Retail sentiment on Stocktwits for SPY and QQQ remained ‘bearish’.
Via
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ETFs
Government
Lawsuit
Oracle Stock Eyes Another Day In The Green – Thanks To TikTok’s US Revival Deal
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January 23, 2026
A U.S.-China compromise keeps TikTok alive in America, and hands Oracle a pivotal role in its future.
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Stocktwits
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Government
Dow, Nasdaq, S&P 500 Futures Steady After Volatile Trump Week: Why Traders Are Eyeing INTC, ALT, ASTI, UNH, LAES Today
↗
January 23, 2026
Markets digested recent gains, elevated retail activity, and focused on Trump’s trade and geopolitical developments.
Via
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ETFs
Government
Stocks
Nasdaq, S&P 500 Futures Rise As Trump Diffuses Tariff Risk: Why INTC, MSFT, NFLX, RKLB, OGN Are On Traders' Radar Today
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January 22, 2026
Retail sentiment on Stocktwits for SPY and QQQ remains ‘bearish,’ signaling caution.
Via
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ETFs
Earnings
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Bill Gates Says US Unlikely To Rejoin WHO Soon After Trump-Led Pullout — $260M Exit Fee Looms
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January 22, 2026
The U.S. is set to formally exit the World Health Organization on Thursday.
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Topics
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ETFs
Government
Dow, S&P 500 Futures Rise After Trump Signals Tariff Pullback: Why RKLB, TMC, GME, VG, INTC Are In Focus
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January 21, 2026
Market focus shifted toward tariff-related developments alongside upcoming U.S. economic data releases.
Via
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ETFs
Government
Stocks
Trump’s Search For New Fed Chief Is Nearly Over
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January 21, 2026
President Donald Trump said in an interview to CNBC that his search for a new Fed has come down to one.
Via
Stocktwits
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ETFs
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Government
Trump Withdraws New Tariffs On NATO Allies After Meeting With Secretary General
↗
January 21, 2026
U.S. President Donald Trump said in a social media post on Wednesday that he will not be levying tariffs on NATO allies that were scheduled to go into effect on Feb 1.
Via
Stocktwits
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World Trade
Fed Governor Lisa Cook Likely To Keep Her Job After Supreme Court Arguments: Report
↗
January 21, 2026
Supreme Court Justice Brett Kavanaugh warned a Trump administration lawyer that if President Donald Trump can fire Federal Reserve Governor Lisa Cook without judicial review it “would weaken, if not...
Via
Stocktwits
Topics
ETFs
Economy
Fraud
Trump At Davos: US President Says Tariff Deals Caused Stock Markets To Boom In US And Virtually Every Country That Struck An Agreement
↗
January 21, 2026
Speaking at the World Economic Forum in Davos, Trump pointed to the deals struck by the European Union, Japan, and South Korea.
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
Nasdaq, S&P 500 Futures Rebound, All Eyes On Trump’s Davos Speech: Why TSLA, NVDA, NFLX, AVR Are On Traders' Radar Today
↗
January 21, 2026
Retail sentiment on Stocktwits on SPY and QQQ turned ‘extremely bearish’.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Dow, Nasdaq, S&P 500 Futures Tick Higher After Wall Street’s Worst Day In 3 Months: Why NFLX, AAPL, CRVS, GME, UAL Are In Focus Today
↗
January 20, 2026
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Stocktwits
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Trump Says ‘You’ll Find Out’ On How Far He’s Willing To Go For Greenland — Stock Market Slumps On Remarks
↗
January 20, 2026
U.S. President Donald Trump said a White House press conference on Tuesday that he doubts the tariffs on EU countries related to Greenland would trigger them to pull back on previous investment...
Via
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Stocks
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