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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
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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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
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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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International Business Machines
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What's going on in today's after hours session: S&P500 movers
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January 28, 2026
Via
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IBM Stock Surges As Q4 Earnings Top Estimates: 'We Enter 2026 With Momentum'
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January 28, 2026
IBM reports financial results for the fourth quarter Wednesday after the bell. Here's a rundown of the report.
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IBM (NYSE:IBM) Posts Better-Than-Expected Sales In Q4 CY2025, Stock Soars
January 28, 2026
Technology and consulting giant IBM (NYSE:IBM) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 12.1% year on year to $19.69 billion. Its non-GAAP profit of $4.52...
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IBM Stock Jumps As Software Growth Powers Earnings Beat
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January 28, 2026
IBM stock jumped late Wednesday after the tech giant reported fourth-quarter results ahead of expectations.
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Atlas Consulting Trusted HA/DR Expertise Meets Maxava Innovation
January 28, 2026
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IBM’s AI Transformation Crystallizes: Q4 Earnings Surpass Expectations as Generative AI Book Hits $12 Billion
January 28, 2026
IBM (NYSE: IBM) reported its fourth-quarter and full-year 2025 financial results today, delivering a performance that underscores its successful pivot from a legacy hardware provider to a dominant...
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The Brain in the Box: Intel’s Billion-Neuron Breakthroughs Signal the End of the Power-Hungry AI Era
January 28, 2026
In a landmark shift for the semiconductor industry, the dawn of 2026 has brought the "neuromorphic revolution" from the laboratory to the front lines of enterprise computing. Intel (NASDAQ: INTC) has...
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The AI Data Lake: A Deep-Dive into Western Digital’s (WDC) Resurgence in 2026
January 28, 2026
Date: January 28, 2026 Introduction As of January 2026, Western Digital Corporation (NASDAQ: WDC) finds itself at the epicentre of a technological renaissance. Long viewed as a legacy manufacturer of...
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Intel’s Paradox: Earnings Beat Masked by Dire 2026 Outlook as Foundry Woes Trigger Market Sell-Off
January 28, 2026
The semiconductor industry was sent into a tailspin this week as Intel Corp. (Nasdaq: INTC) reported fourth-quarter 2025 financial results that, while exceeding immediate expectations, painted a grim...
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Nasdaq, S&P 500 Futures Edge Higher Ahead Of Fed Decision, Mag 7 Earnings Kick Off: Why NVDA, ASML, ALT, AI, UUU Are On Traders' Radar Today
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January 28, 2026
Retail sentiment on major ETFs such as SPY and QQQ turned ‘extremely bearish’ on Stocktwits.
Via
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Beyond the Transformer: MIT and IBM Unveil ‘PaTH’ Architecture to Solve AI’s Memory Crisis
January 27, 2026
The MIT-IBM Watson AI Lab has announced a fundamental breakthrough in Large Language Model (LLM) architecture that addresses one of the most persistent bottlenecks in artificial intelligence: the...
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Beyond the Von Neumann Bottleneck: IBM Research’s Analog Renaissance Promises 1,000x Efficiency for the LLM Era
January 27, 2026
In a move that could fundamentally rewrite the physics of artificial intelligence, IBM Research has unveiled a series of breakthroughs in analog in-memory computing that challenge the decade-long...
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The $8 Trillion Reality Check: IBM CEO Arvind Krishna Warns of the AI Infrastructure Bubble
January 27, 2026
In a series of pointed critiques culminating at the 2026 World Economic Forum in Davos, IBM (NYSE:IBM) Chairman and CEO Arvind Krishna has issued a stark warning to the technology industry: the current...
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TokenRing AI
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IBM’s $11 Billion Bet: How the Confluent Acquisition Rewrites the Data Streaming Playbook for the AI Era
January 27, 2026
In a move that signals a massive shift toward real-time operational intelligence, International Business Machines Corp. (NYSE: IBM) has moved to acquire Confluent, Inc. (NASDAQ: CFLT) in an all-cash...
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Where Will Rigetti Computing (RGTI) Stock Be in 1 Year?
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January 27, 2026
The quantum computing underdog faces tough near-term challenges.
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Brains on Silicon: Innatera and VLSI Expert Launch Global Initiative to Win the Neuromorphic Talent War
January 27, 2026
As the global artificial intelligence race shifts its focus from massive data centers to the "intelligent edge," a new hardware paradigm is emerging to challenge the dominance of traditional silicon....
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TokenRing AI
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The Brain-on-a-Chip Revolution: Innatera’s 2026 Push to Democratize Neuromorphic AI for the Edge
January 27, 2026
The landscape of edge computing has reached a pivotal turning point in early 2026, as the long-promised potential of neuromorphic—or "brain-like"—computing finally moves from the laboratory to...
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TokenRing AI
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Forget Quantum Computing Stocks: This Unavoidable Platform Is Where Big Customers Are Actually Going
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January 27, 2026
It's much easier to get bigger with a new technology when you're already enormous and have an enormous list of existing customers.
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Is D-Wave Quantum Stock Going To $0?
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January 27, 2026
The stock stumbled out of the gate to start 2026, but it is still up 300% in the past year.
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IBM (IBM) To Report Earnings Tomorrow: Here Is What To Expect
January 26, 2026
Technology and consulting giant IBM (NYSE:IBM) will be reporting earnings this Wednesday after the bell. Here’s what to look for.
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Houston Risk Management Firm Warns Design Professionals of Cyber Coverage Gap
January 26, 2026
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The $8 Trillion Math Problem: IBM CEO Arvind Krishna Issues a ‘Reality Check’ for the AI Gold Rush
January 26, 2026
In a landscape dominated by feverish speculation and trillion-dollar valuation targets, IBM (NYSE: IBM) CEO Arvind Krishna has stepped forward as the industry’s primary "voice of reason," delivering a...
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TokenRing AI
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Parsons Secures $593 Million FAA ‘Tactical Anchor’ Extension to Stabilize Airspace Modernization Through 2030
January 26, 2026
In a move that provides much-needed stability to its long-term revenue forecast, Parsons Corporation (NYSE: PSN) announced today, January 26, 2026, that it has secured a $593 million contract extension...
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MarketMinute
The Great Consolidation: US M&A Values Double as AI and Bio-Pharma Spark $2 Trillion Surge
January 26, 2026
As of January 26, 2026, the American corporate landscape is undergoing its most radical transformation in a generation. Following a two-year period of high-interest-rate hibernation, the United States...
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The Great Decoupling: Tesla Braces for Earnings as Investor Focus Shifts from Cars to Clouds
January 26, 2026
As the financial world looks toward January 28, 2026, the upcoming quarterly earnings report for Tesla (NASDAQ: TSLA) marks a definitive turning point in the company’s history. For over a decade, Wall...
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MarketMinute
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Here's Why I Wouldn't Touch SoundHound AI With a 10-Foot Pole
↗
January 26, 2026
SoundHound AI operates in a sector that Wall Street is excited about, but that's not enough to make any stock a buy.
Via
The Motley Fool
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Here's How Much You Would Have Made Owning IBM Stock In The Last 5 Years
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January 26, 2026
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Benzinga
Option Volatility And Earnings Report For January 26 - 30
January 26, 2026
It’s the biggest week of the quarter for earnings this week with plenty of big names set to report. This week we have Tesla, Microsoft, Apple, Meta Platforms, UnitedHealth Group, Exxon Mobil, Visa,...
Via
Barchart.com
Here's Why I Wouldn't Touch Quantum Computing Stock With a 10-Foot Pole
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January 25, 2026
This stock is too rich and too risky for my blood.
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The AI Super-Cycle: NVIDIA’s $500 Billion Backlog Anchors the S&P 500
January 23, 2026
As of January 23, 2026, the financial landscape continues to be defined by a single name: NVIDIA (NASDAQ: NVDA). Following a year of unprecedented growth in 2025, the semiconductor titan has cemented...
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