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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
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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Alphabet-C
(NQ:
GOOG
)
334.69
-7.50 (-2.19%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 26, 2026
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Meta, Google, Snap In Spotlight As UK Reportedly Eyes Crackdown On 'Harmful' Social Media For Under-16s
↗
June 08, 2026
UK PM Keir Starmer reportedly plans new restrictions on harmful social media for under-16s, putting Meta, Google and Snap in focus.
Via
Benzinga
Jim Chanos Rejects SpaceX IPO Valuation Comparison To Amazon, Google, Meta's Early Days: 'Isn't Even Remotely True'
↗
June 08, 2026
Jim Chanos disputes SpaceX IPO comparisons to Amazon, Google and Meta, saying its valuation "dwarfs" theirs.
Via
Benzinga
Topics
Initial Public Offering
Nvidia Started the AI Boom. These 2 Stocks Could Fuel Its Next Chapter.
↗
June 08, 2026
Marvell and Broadcom are among the chipmakers that will power the artificial intelligence revolution's next phase.
Via
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Artificial Intelligence
Why Google May Have Handed SpaceX The Perfect IPO Catalyst
↗
June 08, 2026
SpaceX signs a massive $30B+ cloud deal with Google, boosting its investment case ahead of a highly anticipated IPO. Read the details.
Via
Benzinga
Topics
Initial Public Offering
The SpaceX IPO Is Just Days Away. History Says the Stock Will Do This When It Starts Trading.
↗
June 08, 2026
The 10 largest U.S. IPO stocks in history have collectively underperformed the S&P 500 by a wide margin.
Via
The Motley Fool
Topics
Initial Public Offering
Stocks
Last Year, Wall Street Said This AI Stock Was Overvalued. Now, Wall Street Expects It to Deliver Double-Digit Gains.
↗
June 08, 2026
This stock has soared more than 800% in recent years.
Via
The Motley Fool
Topics
Artificial Intelligence
VOO vs. SPY: Which ETF Is the Best Way to Buy the S&P 500?
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June 08, 2026
These ETFs will never beat the S&P 500 -- instead, they let you buy it.
Via
The Motley Fool
Topics
ETFs
Stocks
Huge News for Meta Stock Investors!
↗
June 07, 2026
Cash investments in AI are reaching a level beyond what the company can support with cash flow from normal operations.
Via
The Motley Fool
Topics
Artificial Intelligence
Amazon, Alphabet, and Microsoft Are All Racing to Design Their Own AI Chips. Here's What It Means for Nvidia.
↗
June 07, 2026
The cloud giants are spending hundreds of billions to build AI data centers -- and a growing slice of that money is going toward chips they design themselves.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Which Big 3 Cloud Computing Stock Is the Best Buy Now?
↗
June 07, 2026
Cloud computing will benefit from the AI build-out over the long term.
Via
The Motley Fool
Topics
Artificial Intelligence
Did Anthropic and Google Just Give Investors 2.2 Billion Reasons to Buy the SpaceX IPO?
↗
June 07, 2026
SpaceX recently unveiled a large new compute deal with Google, in addition to a previously announced one with Anthropic.
Via
The Motley Fool
Topics
Artificial Intelligence
Yikes! The AI Data Center Build-Out Is Cannibalizing a $1 Trillion Catalyst That's Powered the Trump Bull Market Higher.
↗
June 07, 2026
Although the artificial intelligence (AI) infrastructure build-out is exciting, it comes at a high cost for Wall Street and investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
SpaceX vs Anthropic: Here's Which Mega-IPO I'm More Likely to Buy
↗
June 07, 2026
2026 is shaping up to be the year of the trillion-dollar IPO, but there's only one I'm seriously considering.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Why Meta Platforms Stock Is Worth Buying Despite It Being "Speculative"
↗
June 07, 2026
Despite the strength of Meta's business, it faces an uncertain future from a growth perspective.
Via
The Motley Fool
Topics
Artificial Intelligence
Down 20%, Should You Buy Broadcom Stock on the Dip? The Answer Might Surprise You.
↗
June 07, 2026
Investors are growing nervous about the sustainability of the artificial intelligence spending boom.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
5 Solid Artificial Intelligence (AI) Stocks That Also Pay Dividends
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June 07, 2026
These AI stocks could massively grow their dividends over the next few years when cash flows are freed up.
Via
The Motley Fool
Topics
Artificial Intelligence
Warren Buffett Offloaded a Chunk of His Biggest Holding. Here's Where the Money Went.
↗
June 07, 2026
There's likely to be a simple explanation for the sale of tens of millions of shares.
Via
The Motley Fool
Prediction: SpaceX Will Be 19% of This Low-Cost Vanguard ETF Before the End of 2026
↗
June 07, 2026
SpaceX would be a perfect fit in the communications sector, given that Starlink is its most important segment.
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
SpaceX, Anthropic, and OpenAI Won't Be Added to the S&P 500 in 2026. Here's What Investors Can Do About It.
↗
June 06, 2026
ETFs that aren't bogged down by index rules will still be buying SpaceX shortly after its IPO.
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
Stocks
Apple Stock: Buy, Sell, or Hold?
↗
June 06, 2026
The tech giant's stock is sitting near a record high, and looming catalysts could keep the momentum going.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Anthropic's Valuation Just Hit $965 Billion. These 2 Magnificent AI Stocks Are the Real Winners
↗
June 06, 2026
These companies have invested billions of dollars in Anthropic.
Via
The Motley Fool
Topics
Artificial Intelligence
Billionaire Daniel Loeb Was Buying 3 of My Favorite AI Stocks in Q1. Here's Why It's Not Too Late to Buy Them.
↗
June 06, 2026
Alphabet, Broadcom, and Meta Platforms have impressive opportunities ahead of them.
Via
The Motley Fool
Topics
Artificial Intelligence
Is Amazon Stock a Buy Right Now?
↗
June 06, 2026
Accelerating cloud growth has the tech giant's profit hitting record levels -- but its capital spending is climbing even faster.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Nvidia Just Slipped Below $5 Trillion. These Are the Few Companies With a Realistic Shot at Catching It.
↗
June 06, 2026
A handful of megacaps have closed enough ground to make the AI chip leader's crown look less than permanent -- but each would need a specific set of things to break its way.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Why Astera Labs Rocketed Higher in May
↗
June 06, 2026
Astera continued to announce positive news amid the agentic AI buildout.
Via
The Motley Fool
Topics
Artificial Intelligence
Buy This AI Stock to Own SpaceX Pre-IPO and Hold It Through the Robotaxi Boom
↗
June 06, 2026
Alphabet offers a unique mix of AI-powered cloud growth, Waymo's robotaxi scale, and indirect exposure to SpaceX.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
The "Magnificent Seven's" Capex Spending Spree Has Given Birth to 2 Millionaire-Maker Stocks Hiding in Plain Sight. Here's the Best of the Bunch
↗
June 06, 2026
Major hyperscalers in the U.S. are going to spend a significantly higher amount on building AI infrastructure this year, and that's great news for Nvidia and Sandisk.
Via
The Motley Fool
Topics
Artificial Intelligence
The Most Important AI Company You've Never Heard Of
↗
June 06, 2026
Investors have been focusing on artificial intelligence (AI) chips and software. But what if the biggest bottleneck isn't computing power?
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Eli Lilly Leads Medical Stocks To Watch, While Google Finds Support
↗
June 06, 2026
The stock market appears to be rotating into health care.
Via
Investor's Business Daily
These Stocks Are About to Cash In on Anthropic's Upcoming IPO
↗
June 06, 2026
A half-dozen top tech companies invested in the AI specialist during its privately held era.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
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