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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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TAV Program
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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
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Event Schedule
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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
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RSVP-Signup Form
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JPMorgan Chase & Co
(NY:
JPM
)
357.52
+1.22 (+0.34%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 7, 2026
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Strategy CEO Phong Le: 'We're the JPMorgan of Crypto,' Expects to Outperform Bitcoin
↗
August 04, 2026
Strategy Inc. CEO expects to outperform Bitcoin during next bull market, despite selling small amounts. Bitcoin sales are immaterial to its large holdings.
Via
Benzinga
Stocks making big moves yesterday: IonQ, Douglas Dynamics, Laureate Education, CrowdStrike, and Atkore
August 04, 2026
Check out the companies making headlines yesterday: IonQ (NYSE:IONQ): Quantum computing company IonQ (NYSE:IONQ) rose by 8.6% on Monday after the company rec...
Via
StockStory
Topics
Artificial Intelligence
Circle Margins Shrink, But JPMorgan Still Expects the Stock To Double
↗
August 04, 2026
JPMorgan signaled confidence in Circle and its stablecoin ecosystem despite softer trading activity and higher partner payouts.
Via
Benzinga
Jersey Mike's Serves Fresh Gains After IPO Stumble
↗
August 04, 2026
Jersey Mike's shares recovered after dipping below their $23 IPO price, as investors weigh debt paydown plans, franchise unit economics, and upcoming quiet period and lock-up expirations.
Via
MarketBeat
Topics
Initial Public Offering
Jamie Dimon Just Said He Wouldn't Buy the S&P 500 or Long-Dated Treasuries at Current Prices, a Red Flag for Investors
↗
August 04, 2026
Jamie Dimon said he sees both stocks and long-term bonds as expensive.
Via
The Motley Fool
Topics
Bonds
Economy
Stocks
JPMorgan Says Fed Chair Kevin Warsh's Shaky Press Conference Could Force a Rate Hike Before Year-End: 'The Market Didn't Like What It Heard...'
↗
August 04, 2026
JPMorgan moved up its Fed rate hike forecast, citing Kevin Warsh's guidance and concerns over inflation credibility.
Via
Benzinga
Topics
Economy
Meet 2 Vanguard ETFs That Just Hit All-Time Highs. Here's What They Have in Common (Hint: It Has to Do With SpaceX).
↗
August 04, 2026
Value stocks can surprise to the upside, especially when earnings growth accelerates.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Diversified Banks Stocks Q2 Recap: Benchmarking JPMorgan Chase (NYSE:JPM)
August 03, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
Via
StockStory
Investment Banking & Brokerage Stocks Q2 In Review: Morgan Stanley (NYSE:MS) Vs Peers
August 03, 2026
Let’s dig into the relative performance of Morgan Stanley (NYSE:MS) and its peers as we unravel the now-completed Q2 investment banking & brokerage earnings ...
Via
StockStory
Why Laureate Education (LAUR) Shares Are Sliding Today
August 03, 2026
What Happened? Shares of higher education company Laureate Education (NASDAQ:LAUR) fell 3.6% in the afternoon session after JPMorgan downgraded the company t...
Via
StockStory
Topics
Artificial Intelligence
Earnings
Explore the top gainers and losers within the dow jones index in today's session.
↗
August 03, 2026
Via
Chartmill
The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure
↗
August 03, 2026
As the NASDAQ-100 corrects amid an AI CapEx-driven tech sell-off, sectors like healthcare and financials are rallying, boosting diversified value ETFs like the Schwab U.S. Large-Cap Value ETF (SCHV).
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
Stocks
Did You Lose Money Investing in Wix.com Ltd.? Robbins LLP Reminds Investors With Significant Losses of the Opportunity to Lead the Class Action Against WIX
August 03, 2026
San Diego, California--(Newsfile Corp. - August 3, 2026) - Robbins LLP reminds investors that a securities class action has been...
Via
Newsfile
Topics
Artificial Intelligence
Lawsuit
JPMorganChase Doubles Down on Housing, Aiming to Deploy $750 Billion Through 2035—Up by More Than $200 Billion—Through Its American Dream Initiative
August 03, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Snowflake To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Monday
↗
August 03, 2026
Top Wall Street analysts changed their outlook on top names. Barclays raised DAR's target to $65, BTIG boosted SNOW's target to $340, and JP Morgan upgraded LYB to Overweight.
Via
Benzinga
Jamie Dimon Just Made a Bold Call on the Future of the Stock Market. History Says Investors Should Make This 1 Move
↗
August 03, 2026
Investing success means staying in the market.
Via
The Motley Fool
Topics
Artificial Intelligence
Top JPMorgan Strategist Michael Cembalest Is "Cautious" on AI Stocks. Should You Change Your Investments?
↗
August 03, 2026
A well-regarded stock market strategist says that something worrisome is happening with semiconductor stocks and AI hyperscalers.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
EXCLUSIVE: JPMorgan Sees US ETF Market Reaching $25 Trillion by 2030 — 'We Have Yet to See Any Signs of Moderation'
↗
August 02, 2026
JPM ETF strategist says the ETF boom shows no signs of slowing, forecasting a $25 trillion U.S. ETF market by 2030 driven by active ETFs and fixed income.
Via
Benzinga
Topics
ETFs
VFH vs. IAT: Which Financial Sector ETF Is the Better Buy?
↗
August 02, 2026
VFH's diversified portfolio delivered stronger five-year returns with a much lower maximum drawdown, while IAT's concentrated bet on regional banks offers a higher yield for income seekers.
Via
The Motley Fool
Topics
ETFs
Goldman Sachs' GPIX, GPIQ Beat JPMorgan's JEPI, JEPQ in Key Metrics
↗
August 02, 2026
Top premium equity ETFs offered by Goldman Sachs like GPIX and GPIQ are beating those offered by JPMorgan like JEPI and JEPQ
Via
Benzinga
Topics
ETFs
3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story
↗
August 02, 2026
BBHY, BKLN, and JAAA offer different fixed-income strategies, with yields ranging from 4.95% to 7.79%, varying fees, and differing credit quality and recession exposure.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Financials Hit Record Highs as the AI Trade Unravels—Can They Keep Leading?
↗
August 02, 2026
Financial stocks like XLF, JPMorgan, and Bank of America hit new highs on strong Q2 earnings as investors rotate out of technology, though bank shares pulled back ahead of the Fed meeting.
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Economy
Wall Street Is Falling Out of Love With the AI Trade — Here's Why
↗
August 02, 2026
JPMorgan Private Bank's global investment strategist Kriti Gupta explains that the S&P 500 is undergoing a significant internal reshuffle.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
Top dow jones movers in Friday's session
↗
July 31, 2026
Via
Chartmill
Mastercard Tops Q2 Estimates, Analysts See More Upside Despite Early Stock Dip
↗
July 31, 2026
Mastercard shares down despite upbeat Q2 results. JPMorgan, KeyBanc and BofA analysts raise price target on improving trends.
Via
Benzinga
Morrow Ni LLP Partner Angus Ni Expands Arbitration Practice for Cross-Border Disputes
July 30, 2026
Via
Get News
Topics
Fraud
Initial Public Offering
Arm Holdings: Data Center Royalty Grows 2X Again, AGI CPU Revenues To Cross $1 Billion
↗
July 30, 2026
Arm stock rallied after reporting record Q1 earnings and revenue beat. JPMorgan and Needham maintain buy ratings on positioning in AI.
Via
Benzinga
Explore the top gainers and losers within the dow jones index in today's session.
↗
July 30, 2026
Via
Chartmill
Why Is Sprouts (SFM) Stock Rocketing Higher Today
July 30, 2026
What Happened? Shares of grocery store chain Sprouts Farmers Market (NASDAQ:SFM) jumped 11.3% in the afternoon session after the natural and organic grocery ...
Via
StockStory
Which dow jones stocks are moving on Thursday?
↗
July 30, 2026
Via
Chartmill
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