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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
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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
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GOOGL
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Updated: 10:12 AM EDT, May 1, 2026
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Brussels Draws a Line in the Sand: EU Rejects Meta’s ‘Pay-to-Play’ AI Scheme for WhatsApp
April 15, 2026
In a decisive escalation of its regulatory crusade against Big Tech, the European Commission today issued a formal rejection of a proposed "remedy" from Meta Platforms (NASDAQ:META) regarding the...
Via
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Topics
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S&P 500 Shatters 7,000 Barrier: Market Defies Inflation and War Fears in Historic Rebound
April 15, 2026
In a display of remarkable resilience that has caught many institutional bears off guard, the S&P 500 (^SPX) crossed the psychologically significant 7,000 level today, April 15, 2026. This mark...
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Broadcom Expands Meta AI Chip Deal in Win for Investors
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April 15, 2026
The data center specialist and social media titan are joining forces to create custom AI accelerators.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
This Stock Was the Worst Performer of the Magnificent Seven in the First Quarter. Is it a Buy Today?
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April 15, 2026
This tech giant slid more than 20% in three months.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Dear Google Stock Fans, Mark Your Calendars for April 22
April 15, 2026
Citi has placed Alphabet under its "catalyst watch" ahead of the Google Cloud Next event scheduled for April 22.
Via
Barchart.com
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Artificial Intelligence
Economy
Meta's Massive Artificial Intelligence Investments May Be About to Pay Off for Investors
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April 15, 2026
Can the newest artificial intelligence (AI) model from Meta Platforms beat the competition? Does it have to?
Via
The Motley Fool
Topics
Artificial Intelligence
Tech Resurgent: Nasdaq Logs Historic 10-Day Win Streak as Geopolitical Tensions Ease
April 15, 2026
In a stunning reversal of fortune that has blindsided short-sellers and recalibrated global market sentiment, the Nasdaq Composite notched its tenth consecutive day of gains on April 14, 2026. This...
Via
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The American Solar Champion: An In-Depth Research Feature on First Solar (FSLR)
April 15, 2026
As of April 15, 2026, the global energy landscape is caught between two converging forces: a desperate, AI-driven surge in electricity demand and a volatile geopolitical struggle over the supply chains...
Via
Finterra
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Artificial Intelligence
Economy
Energy
The Oracle Transformation: From Legacy Database to AI Hyperscale Powerhouse
April 15, 2026
As of April 15, 2026, Oracle Corporation (NYSE: ORCL) has fundamentally reinvented itself. Long pigeonholed as a legacy provider of on-premise databases, the Austin-based giant is now a primary...
Via
Finterra
Topics
Artificial Intelligence
World Trade
Amazon in 2026: The $200 Billion Reinvention into an AI and Satellite Giant
April 15, 2026
As of April 15, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a pivotal crossroads, undergoing what CEO Andy Jassy describes as the most significant "reinvention" since the company’s inception. Once...
Via
Finterra
Topics
Artificial Intelligence
Economy
The Sovereign of Silicon: A Deep-Dive into Alphabet Inc. (GOOGL) in the AI Execution Era
April 15, 2026
Date: April 15, 2026 Introduction As the second quarter of 2026 unfolds, Alphabet Inc. (NASDAQ: GOOGL) stands at a pivotal junction that defines the "Post-AI Hype" era. After years of speculation...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
The AI Infrastructure Pivot: A Deep Dive into Meta Platforms (META) in 2026
April 15, 2026
April 15, 2026 Introduction As of early 2026, Meta Platforms, Inc. (NASDAQ: META) stands as a stark case study in corporate reinvention. Once dismissed as a "legacy" social media firm struggling...
Via
Finterra
Topics
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The Great Software Awakening: Why April 2026 Marks the End of the ‘SaaS Apocalypse’
April 15, 2026
After a brutal 18-month "SaaS Apocalypse" that saw trillions in market value evaporated, the software sector appears to have finally found its footing in mid-April 2026. For the first time since the...
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The Intelligence Arbitrage: How AI is Rewriting the Rules of the $10 Trillion Corporate Debt Market
April 15, 2026
The corporate debt landscape in April 2026 has entered a transformative era, driven by a relentless artificial intelligence boom that has fundamentally altered how credit is issued, traded, and...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Great Rotation of 2026: Investors Flee ‘Ghost GDP’ as AI Hype Cools and Oil Surges
April 15, 2026
The financial landscape of April 2026 has been defined by a violent and decisive pivot. As of April 15, the high-flying "AI-first" trade that dominated the previous three years is facing its most...
Via
MarketMinute
Topics
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ETFs
Economy
The New Entertainment Utility: An In-Depth Look at Netflix (NFLX) in 2026
April 15, 2026
As of April 15, 2026, Netflix (NASDAQ: NFLX) stands as a case study in corporate reinvention. Once viewed as a vulnerable single-product company facing a "streaming war" it might not win, Netflix has...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The $1.2 Trillion Rebound: Inside the Q1 2026 M&A Supercycle
April 15, 2026
The global financial landscape underwent a seismic transformation in the first quarter of 2026, as a long-awaited "M&A Supercycle" finally roared to life. After nearly two years of defensive posturing...
Via
MarketMinute
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Energy
Amazon (AMZN) Research Feature: The $200 Billion Bet on the AI Utility Era
April 15, 2026
Today’s Date: April 15, 2026 Introduction As of mid-April 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a critical crossroads, having successfully navigated its transition from an e-commerce pioneer...
Via
Finterra
Topics
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Economy
Law Enforcement
Alphabet Inc.: The $4 Trillion Ascent in the Era of Agentic AI
April 15, 2026
Date: April 15, 2026 Introduction As of mid-April 2026, Alphabet Inc. (NASDAQ: GOOGL / GOOG) stands at a pivotal juncture in its nearly 30-year history. Once whispered to be a potential victim of the...
Via
Finterra
Topics
Artificial Intelligence
Initial Public Offering
Law Enforcement
Apple at the AI Crossroads: A Comprehensive 2026 Research Feature
April 15, 2026
As of April 15, 2026, Apple Inc. (NASDAQ: AAPL) remains the quintessential benchmark for the global technology sector. With a market capitalization hovering near $3.7 trillion, the Cupertino giant...
Via
Finterra
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Economy
Lawsuit
The Era of Superintelligence: A Comprehensive Research Feature on Meta Platforms (META)
April 15, 2026
Date: April 15, 2026 Introduction As of April 2026, Meta Platforms, Inc. (NASDAQ: META) stands at a critical crossroads between its legacy as the world’s social media architect and its future as a...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
GitLab Shares Climb On Google Cloud Vertex AI Collaboration
↗
April 15, 2026
GitLab Inc. shares are up Wednesday after partnering with Google Cloud for customers to access Duo Agent Platform using Vertex AI models.
Via
Benzinga
Topics
Artificial Intelligence
Institute of Clinical Excellence Reflects on 173 Five-Star Google Reviews for Its Physical Therapy CEU's & Courses
April 15, 2026
FORT COLLINS, CO - April 15, 2026 - PRESSADVANTAGE - The Institute of Clinical Excellence has achieved 173 five-star Google reviews, marking a significant milestone in clinician feedback for its...
Via
Press Advantage
Bloglingo Launches GMB Optimization Services Built for Google Maps and ChatGPT
April 15, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Amazon vs. Shopify: Which E-Commerce Giant Will Make You Richer?
↗
April 15, 2026
Amazon remains the industry's powerhouse, but consumers' preferences are shifting in a way that only works to one of these outfits' advantage.
Via
The Motley Fool
Anthropic Needs More AI Compute -- Here Are My Top 8 Stocks to Own
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April 15, 2026
Anthropic signs a multi-year agreement with CoreWeave to secure more AI compute.
Via
The Motley Fool
Topics
Artificial Intelligence
Android App Store Provider Hits Google With Fresh Lawsuit Alleging Monopoly And 'Anticompetitive Chokehold' On Rivals
↗
April 14, 2026
Aptoide has sued Google in a new U.S. antitrust case, alleging the tech giant maintains an illegal monopoly over Android app distribution.
Via
Benzinga
Topics
Law Enforcement
Lawsuit
3 AI Stocks That Can Outpace the S&P 500 for the Next 5 Years
↗
April 14, 2026
These three AI stocks have propelled the S&P 500 higher and look poised to outperform the index for some time to come.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Alphabet vs. Meta Platforms: Which Digital Advertising Giant Is the Better Buy?
↗
April 14, 2026
One is in a better position today, while the other may be more suitable for long-term investors.
Via
The Motley Fool
Topics
Artificial Intelligence
The Tipping Point: Business AI Adoption Hits 50% as Anthropic Challenges OpenAI for Dominance
April 14, 2026
In a landmark shift for the global economy, business adoption of artificial intelligence has officially crossed the 50% threshold. According to the March 2026 Ramp AI Index, a staggering 50.4% of U.S....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
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