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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
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
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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Alphabet-A
(NQ:
GOOGL
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+3.28 (+1.09%)
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Updated: 4:00 PM EDT, Mar 16, 2026
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1 Unstoppable Stock to Buy Now Before It Joins Nvidia, Apple, Alphabet, and Microsoft in the $3 Trillion Club
↗
March 05, 2026
AI-fueled growth should help this tech titan join rarified company.
Via
The Motley Fool
Topics
Artificial Intelligence
Broadcom Stock Rises On AI-Powered Beat, But VMware-Led Software Growth Slows Sharply
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March 04, 2026
Broadcom’s software business, built around its $69 billion acquisition of VMware, is slowing down.
Via
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Earnings
Trade Desk Lands OpenAI As Customer? Report Of Early Ad Sales Talks Sends Battered Stock Flying
↗
March 04, 2026
The Information reported that the two companies held discussions as part of OpenAI’s plans to expand its ads significantly this year.
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Why Shiba Inu Bumped Higher on Wednesday
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March 04, 2026
A crypto-friendly White House trumpeted a new measure that should boost digital coins and tokens.
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Top Realtor in Montrose, CA, Receives Recognition with Best Real Estate Agency on Google, Best of Zillow and Yelp Awards for 2025
March 04, 2026
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March 04, 2026
These companies are competitively positioned in cloud, chips, and software.
Via
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Van Den Berg Boosts MarketAxess Stake as Electronic Platforms Compete for Credit Trading Flow
↗
March 04, 2026
Van Den Berg Management increased its position in MarketAxess, a major electronic trading platform for corporate bonds. As more credit trading moves online and competition among trading venues...
Via
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AXT Inc. (AXTI) Stock Technical Analysis: Understanding the March 4 Pullback
March 04, 2026
Shares of AXT Inc (NASDAQ:AXTI) experienced a sharp 7.95% decline on March 4, 2026, marking a significant intraday pullback for one of the year’s top-performing semiconductor stocks. Despite...
Via
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GitLab Shares Tumble 7.13% as Soft Sales Forecast and OpenAI 'GitHub Clone' Rumors Spook Investors
March 04, 2026
Shares of GitLab (NASDAQ: GTLB) plummeted 7.13% during Wednesday’s trading session, as a combination of conservative financial guidance and emerging competitive threats from the artificial intelligence...
Via
MarketMinute
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Latest News From Amazon and Meta Shows Why Alphabet Is the AI Stock to Beat
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March 04, 2026
With the most complete artificial intelligence stack, Alphabet is a clear AI leader.
Via
The Motley Fool
Topics
Artificial Intelligence
What Nvidia's Blockbuster Quarter Tells Us About the State of the Stock Market and Artificial Intelligence Trade
↗
March 04, 2026
Nvidia beat expectations on earnings, revenue, and guidance, yet the market came away disappointed.
Via
The Motley Fool
Topics
Artificial Intelligence
Apple Launches MacBook Neo At $599, Offering An Alternative To Google’s Chromebooks
↗
March 04, 2026
The MacBook Neo is powered by an iPhone-class chip, which is a first for Apple’s lineup of notebooks.
Via
Stocktwits
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Artificial Intelligence
Alphabet’s "Sovereign AI" Era: How Gemini 3 and the Broadcom TPU Alliance Propelled GOOGL to a Magnificent 7 Blowout
March 04, 2026
MOUNTAIN VIEW, CA — In a stunning reversal of the 2024 narrative that painted Google as an AI laggard, Alphabet Inc. (NASDAQ: GOOGL) has emerged as the undisputed titan of the "Magnificent 7" over the...
Via
MarketMinute
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The Gigawatt Pivot: Meta Platforms Bets the Farm on an AI-First Future
March 04, 2026
As of March 4, 2026, the identity of Meta Platforms (NASDAQ:META) has undergone a fundamental transformation. Once defined primarily by its dominance in social media and a controversial pivot toward...
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The Return of the Titans: M&A Volume Set to Surge 20% in 2026 Amidst "Animal Spirits"
March 04, 2026
As of March 4, 2026, the global financial landscape is witnessing a seismic shift in corporate strategy. After years of cautious maneuvering and high interest rates, the "animal spirits" of the...
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MarketMinute
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World Trade
The AI Pioneer’s Plateau: Why Microsoft is Stalling in the Intelligence Age
March 04, 2026
REDMOND, WA — As the calendar turns to March 2026, the euphoria that once surrounded the artificial intelligence revolution has given way to a sobering reality for the world’s largest software maker....
Via
MarketMinute
Topics
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S&P 500 to 7,800? Morgan Stanley Bets on "One Big Beautiful Act" and AI Productivity as Bears Warn of Bubble
March 04, 2026
As the first quarter of 2026 unfolds, the equity markets are at a historic crossroads. Morgan Stanley (NYSE:MS) has stunned Wall Street with a revised year-end target for the S&P 500, projecting the...
Via
MarketMinute
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Artificial Intelligence
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The AI Arms Race Reaches a Boiling Point: Nvidia's Blackwell Dominance Triggers Broadcom Pivot Amidst OpenAI 'Code Red'
March 04, 2026
The semiconductor landscape has entered a volatile new chapter as of March 4, 2026, characterized by a widening chasm between general-purpose GPU dominance and the rise of custom AI silicon. Following...
Via
MarketMinute
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Artificial Intelligence
Economy
Supply Chain
Broadcom’s High-Stakes AI Pivot: Margin Fears Clash with Record Revenue in Q1 Earnings
March 04, 2026
As the closing bell approaches on March 4, 2026, all eyes on Wall Street are fixed on Broadcom Inc. (NASDAQ:AVGO), which is set to report its first-quarter fiscal 2026 results. The semiconductor giant...
Via
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Topics
Artificial Intelligence
Earnings
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Tesla's Robotaxi Ambitions Get A Thumbs Up From BofA — Here's The Potential Upside For TSLA
↗
March 04, 2026
According to TheFly, BofA analysts upgraded Tesla stock to ‘Buy’ from ‘Neutral’, assigning a price target of $460.
Via
Stocktwits
Topics
Electric Vehicles
Massive News: Shopify's Google AI Integration Just Drove 15X Order Growth
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March 04, 2026
Shopify just revealed a 15X AI-driven surge in orders, but can that justify its sky-high valuation and spark a major rebound?
Via
The Motley Fool
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Artificial Intelligence
GOOGL, META, OPENAI: President Trump Will Reportedly Meet Big Tech Leaders To Launch Ratepayer Protection Pledge
↗
March 04, 2026
During his State of the Union speech last week, Trump said he has arranged the new ‘Ratepayer Protection Pledge’.
Via
Stocktwits
Topics
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Energy
Government
Google Identifies Cybersecurity Threat Used By Hackers To Target Older iOS Versions Possibly Developed By US Government
↗
March 04, 2026
Google identifies Coruna, a hacking tool targeting older versions of iOS, urges users to update software versions.
Via
Benzinga
Topics
Hacking
Stock Market Turbulence: How to Invest Wisely and Safely Right Now
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March 04, 2026
It's important to take three key steps when investing.
Via
The Motley Fool
Topics
Artificial Intelligence
Home Depot vs. Lowe's: Both Retail Giants Are Tapping AI, but Which One Is Doing It Better?
↗
March 04, 2026
AI assistance has appeared to improve customer service for both companies.
Via
The Motley Fool
Topics
Artificial Intelligence
Physical AI Is Less Than 3% of Nvidia's Revenue. Here's How It Could Transform Nvidia By 2035.
↗
March 04, 2026
Physical AI adoption could make Nvidia a far more diversified company in the not-so-distant future.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Prediction: Nvidia's Feb. 25 Earnings Report Just Proved Why It Will Be the Best-Performing "Magnificent Seven" Stock in 2026
↗
March 03, 2026
Nvidia has plenty of room to run after its blowout earnings and strong guidance.
Via
The Motley Fool
Topics
Artificial Intelligence
The Fed’s Dual Mandate Tightrope: Tariffs and Tech Cool-Down Loom Over March FOMC
March 03, 2026
As the Federal Reserve prepares for its crucial March 17–18, 2026, policy meeting, Chair Jerome Powell and the Board of Governors find themselves at a historic crossroads. The U.S. economy has entered...
Via
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Oracle Secures Record $25 Billion Debt Sale to Fuel AI Infrastructure Pivot
March 03, 2026
Oracle Corporation (NYSE: ORCL) has electrified the credit markets with a massive $25 billion debt issuance, marking a pivotal moment in the company’s transition from a legacy software provider to a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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