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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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Back Dated Performance Reports
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Total Asset Value (TAV)
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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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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Vanguard Total Stock Market ETF
(NY:
VTI
)
340.96
+7.06 (+2.11%)
Official Closing Price
Updated: 8:00 PM EST, Feb 6, 2026
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What Is Weighing PayPal Down? Gary Black Points To This Limitation
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February 03, 2026
Gary Black, managing partner of Future Fund, said in a post on X that PayPal’s limitation is that it is very expensive for sellers compared to other online payment providers.
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Tesla Continues To Rejig Lineup In Run Up To Vehicle Autonomy
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February 03, 2026
Late on Monday, the company launched a new Model Y variant in the U.S., called the Model Y AWD for $41,990, and renamed the cheaper Model Y Standard to Model Y RWD.
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February 03, 2026
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February 03, 2026
Marvell announced the completion of its acquisition of startup Celestial AI on Monday.
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February 03, 2026
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PYPL Stock Declines Pre-Market After Q4 Earnings Miss: PayPal Appoints New CEO
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February 03, 2026
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SMCI Stock Rises Ahead Of Q2 Earnings — What Does The Street Expect?
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February 02, 2026
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KLAC Stock Is Falling Today Despite Q2 Beat And Slew Of Price Target Hikes – Wall Street Explains What’s Going On
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January 30, 2026
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This Nano-Cap Insurance Stock Surged Over 200% Today – What Is The Bitcoin Connection?
↗
February 03, 2026
The company announced that a strategic investor would invest 15,000 bitcoins in exchange for a significant equity stake in the insurance firm.
Via
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Artificial Intelligence
TTD Stock Is Falling Today: KeyBanc Slashes Price Target By Over 50%, Flags Tougher Growth Outlook
↗
February 03, 2026
According to TheFly, KeyBanc reduced its price target for The Trade Desk to $40 from $88, while maintaining its ‘Overweight’ rating on the shares.
Via
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PLTR Stock Surges On An Upgrade Following Blowout Q4, Analyst Calls It 'One Of The Clearest AI Winners'
↗
February 03, 2026
Baird upgraded Palantir to ‘Outperform’ from ‘Neutral’ while keeping its $200 price target unchanged.
Via
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Artificial Intelligence
SOFI Stock Hovers Around 200-DMA — A Make-or-Break Test Looms
↗
February 03, 2026
SOFI shares traded up over 4% in pre-market on Tuesday after a relentless sell-off that lasted for seven straight sessions.
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Dan Ives Says AI Will Drive Apple’s 2026 Story As iPhone Price Hikes Linger: Report
↗
January 30, 2026
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MSFT Stock Tumbled On Thursday – But Retail Sees The Decline As A Gift To Investors
↗
January 30, 2026
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SOFI Stock Rises Pre-Market After SoFi Technologies Reports $1B Quarterly Revenue For The First Time
↗
January 30, 2026
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Opendoor Bull Eric Jackson Turns Attention To Palantir, After Blowout Earnings
↗
February 03, 2026
Jackson said he is “long” Palantir, pointing to the analytics company’s results as evidence of a marked shift in how easily it is now winning business.
Via
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Artificial Intelligence
This Mid-Cap Stock Rambus Is Nosediving More Than 15% Today After Hours – Here’s Why
↗
February 02, 2026
The company projected its Q1 2026 revenue below analyst estimates, according to data from fiscal.ai.
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Artificial Intelligence
2 Vanguard ETFs I'm Buying Hand Over Fist if the Stock Market Crashes in 2026
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February 02, 2026
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Via
The Motley Fool
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ATOS Stock Tumbles 32% — Here’s What Retail Investors Think Of The Reverse Stock Split
↗
February 02, 2026
Atossa Therapeutics said last week that its board has approved a reverse stock split of the company’s common stock, at a ratio of 15:1, with an effective time of 12:01 a.m. Eastern Time on February 2,...
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Stocktwits
HOOD Stock Falls To Over 6-Month Lows – Piper Sandler Flags Three Near-Term Risks But Retail Sees Buying Opportunity
↗
February 02, 2026
Piper Sandler cited softer cryptocurrency trading volumes, the end of the football season weighing on prediction market revenue, and rising doubts about the momentum of retail trading as reasons for...
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Initial Public Offering
Gold, Silver Continue To Decline – Analysts Warn Of Crowded Trades As Precious Metals Extend ‘Historic Rout’
↗
February 02, 2026
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Stocktwits
Advisory Firm Slashes Income Fund by $8.4 Million While Nvidia and VTI Lead Holdings
↗
February 01, 2026
FLXR is an actively managed ETF providing diversified exposure to global fixed income markets through a flexible, multi-sector approach.
Via
The Motley Fool
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ETFs
Regulatory Compliance
Affiance Financial Bets $43 Million on Chuck Akre's "Compounding Machines" ETF
↗
February 01, 2026
AKRE is a concentrated ETF emphasizing high-quality U.S. equities and disciplined stock selection.
Via
The Motley Fool
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ETFs
Regulatory Compliance
SPTM and VTI Both Offer Low-Cost Broad U.S Market Exposure, but Which Is the Better Buy?
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January 31, 2026
Explore how subtle differences in holdings and risk profiles could influence your choice between these two foundational ETFs.
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Western Digital Shares Slip Over 10% Despite Strong Q2 Results — What Does The Street Think?
↗
January 30, 2026
The company reported revenue of $3.02 billion for the quarter, 25% higher compared to the same period last year, and above analyst estimates of $2.9 billion.
Via
Stocktwits
Apple’s AI Researchers Are Reportedly Leaving For Google, Meta
↗
January 30, 2026
According to a report from Bloomberg, at least four of Apple’s AI researchers and one top Siri executive have quit the company in recent weeks.
Via
Stocktwits
Topics
Artificial Intelligence
Ex-Google Software Engineer Sentenced For ‘Economic Espionage’ On Sharing AI Trade Secrets With China
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January 30, 2026
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Topics
Artificial Intelligence
This Nano-cap Pharma Stock Crashed 30% Today – What Triggered The Sell-off?
↗
January 30, 2026
China SXT Pharmaceuticals announced a 1-for-150 reverse share split, effective Feb. 3, 2026.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Why Is Barclays Still Underweight On Apple Despite Strong Q1 Earnings?
↗
January 30, 2026
Barclays flagged ongoing supply constraints that continue to limit the potential upside in iPhone shipments.
Via
Stocktwits
Topics
Artificial Intelligence
SNDK Stock Soars Pre-Market Following Sandisk’s Blowout Q2 Report, Analyst Says Demand Is 'Exceptionally' Strong
↗
January 30, 2026
Raymond James analyst Melissa Fairbanks upgraded Sandisk to ‘Outperform’ from ‘Market Perform’ rating, with a price target of $725.
Via
Stocktwits
Topics
Artificial Intelligence
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