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home
about us
Investment Approach
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Team Biographies
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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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Sample Portfolio
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Quarterly Performance Reports
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MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
FIP
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Morgan Stanley
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The Warsh Shock: A New Era of ‘Productive Dovishness’ as Kevin Warsh is Tapped for Fed Chair
February 06, 2026
In a move that has sent shockwaves through global financial markets, the nomination of Kevin Warsh to succeed Jerome Powell as the Chair of the Federal Reserve has signaled a dramatic regime shift in...
Via
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Evercore Shakes Wall Street with Record Q4 2025 Results, Signaling a 2026 ‘Security Supercycle’
February 06, 2026
In a definitive signal that the investment banking winter has not only thawed but shifted into a high-intensity burn, Evercore (NYSE: EVR) reported a staggering Q4 2025 earnings beat this week, posting...
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Earnings
2 Top Tech Stocks That Could Make You a Millionaire
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February 06, 2026
These relatively small companies are going after multitrillion-dollar opportunities.
Via
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Topics
Artificial Intelligence
A $680 Billion Headwind Faces These 4 Tech Stocks. Should You Sell Them Now?
February 06, 2026
Echoing Michael Burry, Morgan Stanley warns that hyperscalers face huge depreciation costs. This puts ORCL, GOOGL, MSFT, and META back in the spotlight.
Via
Barchart.com
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Artificial Intelligence
The Trillion-Dollar Question: Is Microsoft’s AI Ambition a Visionary Leap or a Cautionary Tale of Excess?
February 06, 2026
In late January 2026, the artificial intelligence gold rush hit a structural wall of skepticism. Microsoft (Nasdaq: MSFT), the company that kicked off the generative AI era with its investment in...
Via
MarketMinute
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Artificial Intelligence
Earnings
Economy
Why Are Piper Sandler (PIPR) Shares Soaring Today
February 06, 2026
Shares of investment banking firm Piper Sandler (NYSE:PIPR) jumped 8.5% in the morning session after the company reported strong fourth-quarter 2025 results that significantly surpassed Wall Street's...
Via
StockStory
The Great M&A Rebound: Evercore Earnings Signal 2026 'Security Supercycle'
February 06, 2026
The global mergers and acquisitions (M&A) landscape has officially shifted from a period of high-rate hibernation to an era of "megadeal" dominance. On February 4, 2026, Evercore (NYSE:EVR) reported...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Fed Sees "Low-Hire, Low-Fire" Stability as U.S. Labor Market Finds Its Footing Amid Shutdown Delay
February 06, 2026
As of February 6, 2026, the United States labor market appears to have entered a new phase of equilibrium, characterized by the Federal Reserve as a "low-hire, low-fire" environment. Despite a partial...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
The $3.2 Trillion ‘Wall of Capital’: Private Equity Unleashes a Global M&A Renaissance in 2026
February 06, 2026
As of February 6, 2026, the global financial landscape is being reshaped by an unprecedented "wall of capital." After nearly two years of stagnation caused by valuation gaps and high borrowing costs,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The 2026 Market Pivot: Wall Street Bets on 15% Growth as 'Winner-Takes-All' Era Intensifies
February 06, 2026
As of February 6, 2026, the global financial landscape is characterized by a high-stakes tug-of-war between record-breaking corporate earnings and extreme market concentration. Major Wall Street...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The Era of the Titans: Q4 2025 Mega-Deal Surge and the 2026 Economic Map
February 06, 2026
As of February 6, 2026, the global financial landscape is still reverberating from a historic tectonic shift that occurred in the final months of last year. In the fourth quarter of 2025, the M&A...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Great Rebound: US M&A Activity Surges 111% as Megadeals Return to Wall Street
February 06, 2026
The long-awaited "deal drought" has officially broken. As of early February 2026, the American financial landscape is being reshaped by a massive resurgence in corporate deal-making, punctuated by a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
The Storage Supercycle: Why Western Digital (WDC) is Dominating the 2026 Tech Landscape
February 06, 2026
As of February 6, 2026, the technology sector is witnessing a historic resurgence in a corner of the market once considered "legacy": data storage. Western Digital Corp. (NASDAQ: WDC) has emerged as...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Cboe Global Markets (CBOE): The Derivatives Powerhouse in a Volatile World
February 06, 2026
As of February 6, 2026, the global financial landscape is characterized by a "new normal" of elevated volatility and a pervasive "options-ification" of retail and institutional portfolios. Standing at...
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Finterra
Topics
Derivatives
Economy
Regulatory Compliance
Philip Morris (PM) 2026: The Smoke-Free Pivot Reaches a Critical Peak
February 06, 2026
As of February 6, 2026, Philip Morris International (NYSE: PM) stands at a historic crossroads. Long regarded as the quintessential "Big Tobacco" play, the company has spent the last decade...
Via
Finterra
Topics
Earnings
Intellectual Property
The AI Tax: Deciphering Microsoft’s (MSFT) 2026 Valuation Reset and CapEx Surge
February 06, 2026
Date: February 6, 2026 Introduction In the opening weeks of 2026, the technology sector has found itself at a crossroads, with Microsoft Corporation (NASDAQ: MSFT) serving as the primary bellwether for...
Via
Finterra
Topics
Artificial Intelligence
The Architectural Toll Booth: A Deep Dive into Arm Holdings’ (ARM) Q3 2026 Breakout
February 06, 2026
Today’s Date: February 6, 2026 Introduction On February 5, 2026, the global semiconductor market witnessed a decisive vote of confidence in the future of silicon architecture. Arm Holdings (NASDAQ:...
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Finterra
Topics
Artificial Intelligence
Earnings
Initial Public Offering
Shell’s Soft Q4: Earnings Slump to Five-Year Low Amid $60 Oil and Chemical Woes
February 06, 2026
LONDON — Shell, the British energy giant, reported its weakest quarterly profit in nearly five years on February 5, 2026, as a combination of cooling global oil prices and a protracted downturn in the...
Via
MarketMinute
Topics
Earnings
Economy
Energy
The New Gatekeeper of AI: ASE Technology Signals the Chiplet Era with Record $7 Billion 2026 CapEx Plan
February 06, 2026
KAOHSIUNG, TAIWAN — In a move that underscores the physical infrastructure demands of the artificial intelligence revolution, ASE Technology Holding Co., Ltd. (NYSE:ASX) has announced a staggering $7...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Accenture Stock: Is Wall Street Bullish or Bearish?
February 06, 2026
Accenture has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
GoDaddy Stock: Analyst Estimates & Ratings
February 06, 2026
GoDaddy stock has underperformed the broader market over the past year, while analysts remain cautiously bullish about its prospects.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
CEO Alex Karp Sends Palantir Stock Investors a $2 Billion Warning
↗
February 06, 2026
Palantir CEO Alex Karp has sold a substantial amount of Palantir stock since the artificial intelligence (AI) boom started.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Rocket Lab Stock Skyrocketed To Start 2026
↗
February 05, 2026
Rocket Lab stock climbed nearly 15% in January.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
The 'Warsh Shock': Analyzing the Market Impact of Kevin Warsh's Federal Reserve Nomination
February 05, 2026
The financial world is currently navigating the "Warsh Shock," a period of intense market recalibration following President Donald Trump’s nomination of Kevin Warsh as the next Chairman of the Federal...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Trillion-Dollar Waiting Game: Microsoft’s AI Spending Spree Meets the 'Power Grid Wall'
February 05, 2026
The honeymoon phase of the artificial intelligence revolution has officially ended, replaced by a cold, hard era of fiscal scrutiny. In its latest quarterly earnings report on January 28, 2026,...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The Trillion-Dollar Debut: OpenAI Eyes Historic 2026 IPO Amidst Finance Hiring Spree and Anthropic Rivalry
February 05, 2026
The artificial intelligence industry is bracing for what could be the most significant financial event in tech history. Rumors are intensifying that OpenAI, the creator of ChatGPT, is preparing for an...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Initial Public Offering
Wall Street Braces for High-Stakes Financial Kickoff: Can Major Bank Earnings Sustain the Bull Market?
February 05, 2026
The second phase of the Q4 earnings season officially moves into high gear this Tuesday, February 10, 2026, as a critical cohort of financial institutions and market infrastructure giants prepare to...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
Western Digital Stock Just Got a New Street-High Price Target. Should You Buy WDC Now?
February 05, 2026
Western Digital (WDC) has quietly staged a strong comeback over the past few months as investor enthusiasm around AI infrastructure and cloud storage continues to build. The data-storage specialist has...
Via
Barchart.com
Topics
Artificial Intelligence
Morgan Stanley to Host 17th Annual Go Red Women’s Leadership Event in Collaboration with the American Heart Association
February 05, 2026
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Archer-Daniels-Midland Stock Outlook: Is Wall Street Bullish or Bearish?
February 05, 2026
Archer-Daniels-Midland has notably outperformed the broader market over the past year, but analysts are cautious about the stock’s prospects.
Via
Barchart.com
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ETFs
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