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home
about us
Investment Approach
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Team Biographies
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Microsoft
(NQ:
MSFT
)
416.67
-11.38 (-2.66%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 5, 2026
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Quantum Stocks Surge On U.S. Funding. Were Google, Microsoft, IonQ Snubbed?
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May 26, 2026
Some big industry players missed out on Trump administration investments.
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What is Microsoft Dynamics 365 Used For?
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May 26, 2026
Microsoft Dynamics 365 is a set of tools to help companies to promote their business. It is a collection of integrated, modular software as a service (Saas
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May 26, 2026
Walmart's recent run of outperformance could be coming to an end.
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Bear Call Spread Opportunities for May 26
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3 Under-the-Radar Tech Stocks That Could Outperform the Nasdaq in 2026
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May 26, 2026
Most people are ignoring these tech stocks, presenting a compelling opportunity for savvy investors.
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Microsoft Dynamics 3656 Finance and Operation
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May 26, 2026
Take control of your finances, simplify operations, and make smarter decisions with a unified platform built to support growth. Manage everything from budg
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Is Nvidia the Most Underrated Dividend Growth Stock to Own?
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May 25, 2026
Nvidia's dividend is going up by 2,400%.
Via
The Motley Fool
Why Microsoft's Split With OpenAI May Be Great for the Stock in the Long Run
↗
May 25, 2026
Microsoft's customers often rely on more than just one model.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Billionaire Bill Ackman Just Made a Massive Bet on Microsoft. Here's Why.
↗
May 25, 2026
Ackman's hedge fund now owns 5,654,078 shares of Microsoft.
Via
The Motley Fool
Topics
Artificial Intelligence
Wall Street Thinks AI Data Centers Could Trigger the Biggest Power Boom Since the Internet Era. 1 No-Brainer Stock to Buy Now.
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May 25, 2026
Data centers' electricity demand could supercharge Constellation Energy's long-term growth.
Via
The Motley Fool
Topics
Artificial Intelligence
Nvidia Is Still a Top Artificial Intelligence (AI) Stock to Buy Right Now
↗
May 25, 2026
The chipmaker just announced incredible quarterly results on Wednesday, and the market did nothing.
Via
The Motley Fool
Topics
Artificial Intelligence
This Tech Stock Is Down -- and Every Time That's Happened in the Past, It's Been a Gift
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May 25, 2026
Microsoft stock rarely trades at such low valuation levels.
Via
The Motley Fool
Nvidia's Biggest Bull Case Has A Catch: Uber And Microsoft Are Discovering AI's Hidden Cost
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May 25, 2026
Uber reportedly burned through its AI budget early while Microsoft scales back Claude Code usage — hidden risk in Nvidia's AI bull case?
Via
Benzinga
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Is Now the Time to Add an International ETF to Your Core Holdings?
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May 25, 2026
The best investors are always thinking about ways they can upgrade their portfolios.
Via
The Motley Fool
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Economy
SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns
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May 25, 2026
InvestorPlace's Luke Lango argues the SpaceX IPO signals a broader AI empire play, naming RDW, HSAI, ARM, and CRWV as his top positioned stocks.
Via
MarketBeat
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Initial Public Offering
Are Wall Street Analysts Bullish on Moody’s Corporation Stock?
May 25, 2026
Amid AI-related pressures, are analysts bullish on Moody’s Corporation stock?
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Here's How Much You'd Need to Invest in VIG to Generate $500 per Month in Dividends
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May 25, 2026
The Vanguard Dividend Appreciation ETF (VIG) may be one of the more consistent dividend-growth funds. But it's not one of the biggest yielders.
Via
The Motley Fool
Topics
ETFs
Microsoft Stock Discount May Be Ending as AI Catalysts Build
↗
May 25, 2026
Microsoft stock may be nearing the end of its valuation discount as several catalysts and bullish technical signals create new upside potential for MSFT shares.
Via
MarketBeat
Topics
Artificial Intelligence
Billionaire Bill Ackman Sold This Stock While Warren Buffett Successor Greg Abel Bought It. Who's Right?
↗
May 25, 2026
This artificial intelligence company offers compelling value, but Ackman says there are even better opportunities.
Via
The Motley Fool
Topics
Artificial Intelligence
Over Half of Billionaire Chase Coleman's Portfolio Is Invested in 7 Brilliant Artificial Intelligence (AI) Stocks
↗
May 25, 2026
Researching what billionaire hedge fund managers own is a smart way to generate ideas.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: Alphabet Stock Is a Buy Before June 2026
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May 25, 2026
Shares in the leading AI company have skyrocketed 130% during the past 12 months.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
The SpaceX IPO Could Raise $75 Billion. History Suggests This Stock Will Be a Bigger Winner Than SpaceX Itself.
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May 25, 2026
Nvidia is positioned to be a quiet beneficiary of SpaceX's public market debut.
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The Motley Fool
Topics
Initial Public Offering
Supply Chain
Walmart vs. Costco: Which Is the Better "Recession-Proof" Stock to Buy Now?
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May 25, 2026
These seemingly boring dividend stocks have crushed the S&P 500 and Nasdaq over the last five years.
Via
The Motley Fool
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Economy
Stocks
This Tech Stock Is Trading Below Where It Was a Year Ago -- but Its Business Has Never Been Stronger
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May 25, 2026
Despite a surge in revenue and a massive opportunity ahead of it, Microsoft's stock has slipped over the last year.
Via
The Motley Fool
IAC Conference Highlights People Inc. Pivot, AI Licensing Upside and MGM Bet
↗
May 25, 2026
IAC (NASDAQ:IAC) is continuing its transformation from a holding company into People Incorporated, with executives describing the shift as a continuation of a strategy outlined earlier this year that...
Via
MarketBeat
Topics
Artificial Intelligence
Billionaire Bill Gates' Foundation Sold Its Microsoft Stake and Has 43% of Its $33 Billion Portfolio Invested in 2 Other Stocks
↗
May 25, 2026
Microsoft has always been a standout stock for the foundation's portfolio.
Via
The Motley Fool
Apple vs. Microsoft: What Their Revenue Trends Reveal for Investors
↗
May 25, 2026
One tech giant delivers record-setting sales surges, while the other posts unwavering growth. Recent earnings reveal how each strategy plays out over time.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Nasdaq Rebound: 3 Stocks to Buy Before They Hit New All-Time Highs
↗
May 24, 2026
These three stocks are well off their highs but could stage big rallies.
Via
The Motley Fool
Topics
Artificial Intelligence
2 Quantum Computing Stocks That Are Further Along Than Anyone Is Giving Them Credit For
↗
May 24, 2026
One of these players is a tech giant, while the other is a small pure-play quantum company.
Via
The Motley Fool
This Billionaire Dumped Cloud Stocks for These New AI Stocks. Should Investors Follow Suit?
↗
May 24, 2026
Philippe Laffont was busy buying Taiwan Semiconductor Manufacturing Company and ASML Holding stock in the first three months of the year.
Via
The Motley Fool
Topics
Artificial Intelligence
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