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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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Back Dated Performance Reports
Quarterly Performance Reports
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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Vanguard Total Stock Market ETF
(NY:
VTI
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338.43
-1.42 (-0.42%)
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Updated: 12:09 PM EST, Feb 4, 2026
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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
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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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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
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Economy
KLAC Stock Is Falling Today Despite Q2 Beat And Slew Of Price Target Hikes – Wall Street Explains What’s Going On
↗
January 30, 2026
Via
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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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What Triggered INUV Stock’s Sharp Sell-Off Today?
↗
January 29, 2026
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CVNA Stock Rebounds After Analysts Call Carvana Short Report 'Significant Misrepresentation Of Facts'
↗
January 29, 2026
Via
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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
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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
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Why Did QNCX Stock Plummet Over 90% Today?
↗
January 29, 2026
The company announced that it has decided to cease clinical development of its lead asset dexamethasone sodium phosphate encapsulated in autologous erythrocytes (eDSP).
Via
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Bankruptcy
This ETF Has Underperformed the Stock Market For Years -- But I Think That's About to Change
↗
January 29, 2026
Due to certain macroeconomic conditions, it hasn't been a good stretch for this sector.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
NOW Stock Falls 9% After Q4 Beat: Why Have Analysts Cut Price Targets?
↗
January 29, 2026
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Tesla’s Robotaxi Rival Waymo Faces Fresh NHTSA Probe Following Pedestrian Incident Near School
↗
January 29, 2026
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A Tiny Float, Volatile Swings: Why Virtuix Is On Traders’ Radar
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January 29, 2026
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JOBY Stock Is Falling Pre-Market — What Is Dragging The Electric Air Taxi Developer's Shares Down?
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January 29, 2026
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Pullen Sells $3 Million of TETRA Technologies Stock
↗
January 29, 2026
This energy services firm provides specialized fluids and water management solutions to oil and gas operators worldwide.
Via
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Fund Manager Gary Black Flags Doubts With Tesla Cybercab Design, Highlights Contrasting Consumer Preferences
↗
January 29, 2026
Black said in a post on X that the Cybercab is "wholly inconsistent” with the way consumers buy cars.
Via
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INOD Stock Is Rising Today — What Is Its New Partnership With Palantir About?
↗
January 29, 2026
Innodata announced that it has been chosen by Palantir to provide high-quality training data and data engineering services.
Via
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Artificial Intelligence
LMT Stock Jumps 6% In Pre-Market – What’s Driving The Rally?
↗
January 29, 2026
Lockheed Martin delivered better-than-expected fourth-quarter topline and signed an agreement with the Department of War to expand missile production capacity.
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CALC Stock Slumped 76% On Wednesday — Here’s Why
↗
January 28, 2026
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Tesla Q4 Earnings Beats Wall Street Expectations
↗
January 28, 2026
Via
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Earnings
BNAI Stock Again Soars More Than 40% — What’s The Latest Update Driving The Relentless Rally?
↗
January 28, 2026
Via
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3 Wealth-Building Vanguard ETFs to Buy Hand Over Fist in 2026
↗
January 29, 2026
Buying individual stocks isn't the only way to grow your nest egg.
Via
The Motley Fool
Topics
ETFs
Meta Q4 Earnings Beat Fuels New Price Target Hikes On AI, Ad Growth Optimism
↗
January 29, 2026
Barclays raised its price target to $800 from $770 and highlighted a sharp rebound in advertising momentum, noting that revenue growth above 30% has eased many lingering investor worries.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Why Did SER Stock Surge Over 70% In Pre-Market Today?
↗
January 29, 2026
The U.S. Food and Drug Administration cleared its Investigational New Drug application for SER-252, a therapy to treat patients with Parkinson’s disease.
Via
Stocktwits
Tesla’s Car Lineup Will Soon Be Less S3XY As Musk Pitches $20B Pivot Into Autonomy, Robotics
↗
January 28, 2026
The company now eyes 2026 capital expenditure of about $20 billion, up from the $8.5 billion reported in 2025.
Via
Stocktwits
Topics
Earnings
Workforce
Why Did Microsoft Shares Slump After-Hours Despite Q2 Earnings Beat?
↗
January 28, 2026
Microsoft reported a marginal decline in the growth of its cloud-computing unit while the company’s capital expenditure increased about 66% year-on-year.
Via
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Topics
Artificial Intelligence
Earnings
Lantz Financial Buys $5 Million of Invesco BulletShares 2027 Corporate Bond ETF
↗
January 28, 2026
Invesco BulletShares 2027 Corporate Bond ETF tracks a portfolio of investment-grade corporate bonds maturing in 2027, targeting defined income and principal return at maturity.
Via
The Motley Fool
Topics
Bonds
ETFs
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