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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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Client Information
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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
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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BlackRock
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957.91
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Updated: 7:00 PM EDT, Mar 20, 2026
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Crypto News: Pepeto Presale Passes $7.33M as Bitcoin Rockets Past $68K and the Best Altcoin to Buy Now Emerges
February 26, 2026
Pepeto announced today that its presale has officially passed the $7.33 million mark. The crypto news arrives as Bitcoin surged
Via
First Publisher
Topics
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Fastly (FSLY): The Edge Cloud Titan’s 2026 Resurgence
February 26, 2026
As of February 26, 2026, the financial markets are witnessing an extraordinary resurgence in the high-growth technology sector, led by a surprising but formidable frontrunner: Fastly, Inc. (NYSE:...
Via
Finterra
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Amazon’s Dual Engine: Decoding the Logistics and Cloud Dominance of 2026
February 26, 2026
As of February 26, 2026, Amazon.com (NASDAQ: AMZN) stands at a pivotal crossroads. No longer just "the everything store" or a dominant cloud provider, the Seattle-based titan has evolved into the...
Via
Finterra
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Coterra Energy (CTRA) 2026 Outlook: A New Giant Emerges Amidst “Prudent Patience” Strategy
February 26, 2026
As of February 26, 2026, Coterra Energy Inc. (NYSE: CTRA) stands at the precipice of its most significant transformation since its inception. Once the product of a bold 2021 merger between a natural...
Via
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Emissions
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Regulatory Compliance
Cheniere Energy (LNG) 2026 Research Feature: The King of U.S. Exports Faces a Shifting Global Tide
February 26, 2026
As of February 26, 2026, Cheniere Energy, Inc. (NYSE: LNG) stands as a titan of the global energy transition, representing the largest producer of liquefied natural gas in the United States and the...
Via
Finterra
Topics
Bankruptcy
Emissions
Energy
Volatility Recedes as AI Giants Solidify Market Leadership: Wall Street Rebounds Post-Nvidia Earnings
February 26, 2026
NEW YORK — On this Thursday, February 26, 2026, the financial markets are breathing a collective sigh of relief as the CBOE Volatility Index (CBOE:VIX) continues its steady descent, marking a...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
The Moonshot Medicine: United Therapeutics Surges on Record Earnings and TreSMI Breakthrough
February 26, 2026
United Therapeutics Corporation (Nasdaq: UTHR) has long been a favorite of biotech investors who value both steady cash flows and visionary "moonshot" projects. On February 25, 2026, the company...
Via
Finterra
Topics
Earnings
Economy
Intellectual Property
The LNG King: Inside Cheniere Energy’s Record-Breaking 2025 and the ’30/30′ Vision
February 26, 2026
As of February 26, 2026, Cheniere Energy (NYSE: LNG) stands as the undisputed titan of the American liquefied natural gas (LNG) sector. At a time when global energy security remains at the forefront of...
Via
Finterra
Topics
Earnings
Economy
Emissions
The New Gold Standard: Circle Shares Skyrocket 35% as Stablecoin Giant Reinvents the Global Financial Rail
February 26, 2026
In a historic 48-hour rally that has sent shockwaves through both Wall Street and Silicon Valley, Circle Internet Group (NYSE: CRCL) saw its stock price surge by a staggering 35% between February 25...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Argenx (ARGX) 2026 Feature: The Anatomy of a Biotech Powerhouse Transitioning to Profitability
February 26, 2026
As of February 26, 2026, the biotechnology sector is witnessing a historic maturation. For years, the industry narrative was dominated by high-burn, pre-revenue innovators searching for a "blockbuster"...
Via
Finterra
Topics
Earnings
Economy
Intellectual Property
A Preview Of BlackRock TCP Cap's Earnings
↗
February 26, 2026
Via
Benzinga
George Soros Is Doubling Down on Apple Stock. Should You Also Load Up on AAPL in 2026?
February 26, 2026
Institutional investors are making big moves in AAPL stock as the tech giant posts record results and analysts see further upside in 2026.
Via
Barchart.com
United Therapeutics (UTHR) Deep Dive: Strong Q4 and the ‘Inhalation Evolution’
February 26, 2026
As of February 26, 2026, United Therapeutics Corporation (NASDAQ: UTHR) stands at a pivotal crossroads in the biotechnology sector. Long recognized as a dominant force in the treatment of pulmonary...
Via
Finterra
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Artificial Intelligence
Economy
Intellectual Property
Coinbase in 2026: From Crypto Exchange to Financial Infrastructure Powerhouse
February 26, 2026
As of February 26, 2026, Coinbase Global (NASDAQ: COIN) stands at a critical crossroads in its journey to becoming the "Google of Finance." Long perceived as a mere gateway for retail crypto...
Via
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Credit Cards
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The 2026 Guidance Cliff: A Deep Dive into First Solar’s Strategic Pivot and Analyst Downgrades
February 26, 2026
As of February 26, 2026, the solar energy landscape is grappling with a paradox of record-breaking installations and severe corporate guidance shifts. At the center of this storm is First Solar, Inc....
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
Intuit (INTU) Earnings Deep Dive: Leading the Generative AI Revolution in Finance
February 26, 2026
Date: February 26, 2026 Introduction Intuit Inc. (Nasdaq: INTU) has long been the undisputed titan of the financial software industry, but its latest second-quarter fiscal 2026 earnings report has...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Data Breach
Tortoise Investment Management Buys $3 Million of BlackRock Municipal Target Term Trust
↗
February 26, 2026
This closed-end fund invests in investment grade municipal bonds, seeking federally tax-exempt income with a defined maturity in 2030.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Is BlackRock Stock Underperforming the S&P 500?
February 26, 2026
Despite trailing the broader S&P 500 over the past year, BlackRock continues to command strong conviction on Wall Street, with analysts maintaining a decidedly bullish outlook on the firm’s long-term...
Via
Barchart.com
Topics
ETFs
Stocks
Bitcoin ETF Inflows Top $500M For First Time This Year, On Track To Break Record Outflow Streak
↗
February 26, 2026
Bitcoin and Ethereum ETFs are on track for their first week of net inflows after five straight weeks of outflows – the longest on record.
Via
Stocktwits
Topics
ETFs
Here's How Much $1000 Invested In BlackRock 20 Years Ago Would Be Worth Today
↗
February 25, 2026
Via
Benzinga
Trump Proposes 'America's 401(k)': A $1,000 Federal Match to Close the Retirement Gap
February 25, 2026
In a move aimed at reshaping the American social contract, President Donald Trump used his February 2026 State of the Union address to unveil "America’s 401(k)," a government-backed retirement...
Via
MarketMinute
Topics
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Government
Retirement
Amazon Is Now the No. 1 Company in the World by Revenue. Does That Make AMZN Stock a Buy Here?
February 25, 2026
Becoming the world’s top revenue generator strengthens Amazon’s story, yet heavy AI capex keeps valuation risks in focus.
Via
Barchart.com
Topics
Artificial Intelligence
Henry Lin Leads Rongmao Investment Co., Ltd. in Launching “Global Financial Intelligence Connect” to Build a New-Generation Global Intelligent Asset Management Framework
February 25, 2026
Via
Get News
Topics
Artificial Intelligence
Trump’s SEC Crackdown: The End of the ESG Era and the Rise of Fiduciary-First Governance
February 25, 2026
In a move that effectively dismantles a decade of sustainability-driven investment trends, President Trump has signed Executive Order 14366, titled "Protecting American Investors from Foreign-Owned and...
Via
MarketMinute
Topics
Economy
Government
Lawsuit
Ken Griffin, Ray Dalio, and Warren Buffett All Sold More Apple Stock. Should You?
February 25, 2026
Marquee names have trimmed their stakes in iPhone maker Apple.
Via
Barchart.com
Wall Street Reeling as Trump Unveils "Main Street" SOTU: $1,000 Retirement Match and a Ban on Institutional Home Buying
February 25, 2026
In a high-stakes State of the Union address delivered on February 24, 2026, President Trump laid out a populist economic vision that sent immediate tremors through both the financial services and real...
Via
MarketMinute
Topics
ETFs
Economy
Fraud
The $111 Billion Showdown: Paramount’s Hostile All-Cash Bid Pushes Warner Bros. Discovery to the Brink
February 25, 2026
In a move that has sent shockwaves through the global media landscape, Paramount Global (NASDAQ: PARA)—now operating under the aggressive leadership of the Paramount-Skydance merger—has launched a...
Via
MarketMinute
Topics
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The Great Specie Surge: Precious Metals ETFs See Record Inflows as Tech 'SaaSpocalypse' Deepens
February 25, 2026
NEW YORK — In a historic realignment of global capital, investors have flooded into precious metals exchange-traded funds (ETFs) at a scale not seen in decades. As of February 25, 2026, the migration...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
BlackRock Applies for XRP ETF Plan — Cryptocurrency Prices May Rise 100% | A High-Return Investment for 2026
February 25, 2026
BTCPressWire was founded by PR veterans, so we understand your pain points and know how to address them.
Via
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ValueAct Just Doubled Its Stake in This Beaten-Up SaaS Name. Should Investors Be Buying the Stock?
↗
February 24, 2026
Investment firm ValueAct recently more than doubled its stake in Toast stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
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