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home
about us
Investment Approach
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Firm ADV PDFs
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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
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
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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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Mitsui & Company ADR
(OP:
MITSY
)
655.87
-7.30 (-1.10%)
Streaming Delayed Price
Updated: 3:59 PM EST, Jan 30, 2026
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Every Stock Warren Buffett Has Said He'd Own Practically Forever
↗
January 13, 2025
Via
The Motley Fool
Here Are All 44 Stocks Warren Buffett Holds for Berkshire Hathaway's $291 Billion Portfolio
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December 24, 2024
Despite Buffett overseeing stakes in nearly four-dozen securities, the lion's share of Berkshire's invested assets have been put to work in seven top ideas.
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34% of Warren Buffett's $318 Billion Portfolio Is Invested in These 8 "Forever" Stocks
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September 06, 2024
Although the Oracle of Omaha oversees a 45-stock, $318 billion investment portfolio at Berkshire Hathaway, eight of these companies have been described as "indefinite" holdings.
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2 Magnificent Stock-Split Stocks to Buy Hand Over Fist in September, and 2 That Are Priced for Perfection and Worth Avoiding
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September 02, 2024
Among Walmart, Nvidia, Amphenol, Chipotle Mexican Grill, Mitsui, Williams-Sonoma, Broadcom, MicroStrategy, Sirius XM, Cintas, Super Micro Computer, Lam Research, and Sony Group, there are two...
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MITSY Stock Earnings: Mitsui & Co Reported Results for Q1 2025
↗
August 01, 2024
Mitsui & Co just reported results for the first quarter of 2025.
Via
InvestorPlace
Here Are All 45 Stocks Warren Buffett Holds for Berkshire Hathaway's $314 Billion Portfolio
↗
August 21, 2024
Despite the superficial appearance of being diversified, 79% of Berkshire Hathaway's $314 billion of invested assets can be traced to only eight brand-name holdings.
Via
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2 High-Flying Stock-Split Stocks Prominent Billionaires Are Selling, and the 1 They're Buying Hand Over Fist
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August 19, 2024
A total of 13 high-profile companies have announced or completed stock splits in 2024. However, Wall Street's brightest and richest money managers have mixed feelings about this group.
Via
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The Best Warren Buffett Stocks to Buy With $120 Right Now
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August 18, 2024
You won't need much up-front cash to buy all three of these great stocks.
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1 Phenomenal Stock-Split Stock to Buy Hand Over Fist in August, and 2 to Absolutely Avoid
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August 01, 2024
Among Walmart, Nvidia, Amphenol, Chipotle Mexican Grill, Mitsui, Williams-Sonoma, Broadcom, MicroStrategy, Cintas, Sirius XM, Lam Research, and Sony Group, there's a historically cheap stock to buy and...
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MITSY Stock Earnings: Mitsui & Co Reported Results for Q4 2024
↗
May 17, 2024
Mitsui & Co just reported results for the fourth quarter of 2024.
Via
InvestorPlace
These Are Wall Street's 3 Cheapest Stock-Split Stocks -- and Nvidia Isn't 1 of Them!
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July 26, 2024
Among Walmart, Amphenol, Chipotle Mexican Grill, Mitsui, Williams-Sonoma, Broadcom, MicroStrategy, Cintas, Sirius XM, Lam Research, and Sony Group, there are three big-time bargains.
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Warren Buffett's Favorite Stock-Split Stock -- and Why He Doesn't Plan on Ever Selling It
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July 24, 2024
This company's recent 2-for-1 stock split has nothing to do with Buffett's favorable view of its stock.
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Wall Street's Newest Stock-Split Stock Should Be Avoided Like the Plague -- and I'm Not Talking About Broadcom
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July 15, 2024
Wall Street's next 10-for-1 stock split is being executed by a company whose business is, arguably, built on a house of cards.
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One of Warren Buffett's 8 "Forever" Holdings Just Became Wall Street's Newest Stock-Split Stock
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July 05, 2024
This indefinite holding for Berkshire Hathaway quietly completed a 2-for-1 stock split earlier this week.
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Private Equity Giant Blackstone Targets Japanese Market, Anticipates 'Accelerated Growth': Report
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June 10, 2024
Private equity giant Blackstone is expanding to the Japanese market, with plans to invest $9.6 billion by 2027. Other firms, including Berkshire Hathaway, are also targeting Japan for investment...
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These Warren Buffett Stocks Are Trouncing the S&P 500 so Far This Year. Are They Still Buys?
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Buffett no doubt likes what he's seeing with these high-flying stocks.
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Every Stock Warren Buffett Bought Over the Last 12 Months, Ranked From Best to Worst
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May 26, 2024
Some of Buffett's buys could be good picks for other investors now.
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The 7 Most Undervalued Warren Buffett Stocks to Buy in May 2024
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May 09, 2024
Each of the following seven undervalued Warren Buffett stocks trades at a low valuation and has the legendary investor's seal of approval.
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Every High-Yield Dividend Stock Warren Buffett Owns -- Ranked From Worst to Best
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April 01, 2024
Income investors should be able to find some good candidates on this list.
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Warren Buffett Just Revealed the 8 Stocks That Berkshire Hathaway Will Likely Hold Forever -- and Apple Wasn't One of Them
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February 27, 2024
Don't assume that the Oracle of Omaha snubbed Apple.
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Japan's Nikkei 225 Hits Record Highs, But Warren Buffett Is Holding The Applause: Here's Why
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February 22, 2024
Japanese tech innovations in 1990s revolutionized global landscape w/ products like TVs & cameras becoming staples. Nikkei index saw 500% rise.
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The 3 Most Undervalued Lithium Stocks to Buy in February 2024
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February 08, 2024
These three undervalued lithium stocks are trading at depressed valuations, but their long-term opportunity remains hopeful.
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Prediction: These Will Be Warren Buffett's 3 Top Dividend Stocks in 2024
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January 08, 2024
We'll find out in less than 12 months if these predictions come true.
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3 No-Brainer Warren Buffett Stocks to Buy Right Now
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January 04, 2024
These Berkshire Hathaway stocks delivered strong gains in 2023. Their prospects look good in 2024, too.
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$84 Billion of Warren Buffett's Portfolio Is Invested in These 10 Dirt-Cheap Stocks
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November 26, 2023
Buffett still likes bargains.
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Charlie Munger Just Singled Out These 5 Warren Buffett Stocks as "No-Brainer" Picks
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November 03, 2023
Munger heaped praise on the Oracle of Omaha's decision to invest in these stocks.
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Warren Buffett-Backed Trading Giant's Warning: LNG Shortage Threatens Global Energy Shift
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October 18, 2023
While LNG is viewed as a cleaner fossil fuel to reduce emissions, tight supply conditions are expected to persist until around 2026 when new projects are set to begin operation.
Via
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The 3 Best Lithium Stocks to Buy in August
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August 09, 2023
Sustained EV demand should keep lithium producers busy in 2023. These are the best lithium stocks to buy to take advantage of this trend.
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Get A 6% Yield In A Red-Hot Market
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July 28, 2023
Japan has been mired in an economic slump for decades. Despite keeping its benchmark interest rate below 1% since 1995—and at or below 0% or below for more than a decade—GDP growth rates have struggled...
Via
Talk Markets
3 ETF Picks to Follow Warren Buffett’s Big Bets on Japan
↗
July 27, 2023
Warren Buffett is bullish on Japan, and these three Japan ETF picks offer investors exposure to his biggest international bets.
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