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home
about us
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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
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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
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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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International Business Machines
(NY:
IBM
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241.39
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Updated: 4:10 PM EDT, Mar 25, 2026
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IBM (IBM) To Report Earnings Tomorrow: Here Is What To Expect
January 26, 2026
Technology and consulting giant IBM (NYSE:IBM) will be reporting earnings this Wednesday after the bell. Here’s what to look for.
Via
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Houston Risk Management Firm Warns Design Professionals of Cyber Coverage Gap
January 26, 2026
Via
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Topics
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The $8 Trillion Math Problem: IBM CEO Arvind Krishna Issues a ‘Reality Check’ for the AI Gold Rush
January 26, 2026
In a landscape dominated by feverish speculation and trillion-dollar valuation targets, IBM (NYSE: IBM) CEO Arvind Krishna has stepped forward as the industry’s primary "voice of reason," delivering a...
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Parsons Secures $593 Million FAA ‘Tactical Anchor’ Extension to Stabilize Airspace Modernization Through 2030
January 26, 2026
In a move that provides much-needed stability to its long-term revenue forecast, Parsons Corporation (NYSE: PSN) announced today, January 26, 2026, that it has secured a $593 million contract extension...
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The Great Consolidation: US M&A Values Double as AI and Bio-Pharma Spark $2 Trillion Surge
January 26, 2026
As of January 26, 2026, the American corporate landscape is undergoing its most radical transformation in a generation. Following a two-year period of high-interest-rate hibernation, the United States...
Via
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The Great Decoupling: Tesla Braces for Earnings as Investor Focus Shifts from Cars to Clouds
January 26, 2026
As the financial world looks toward January 28, 2026, the upcoming quarterly earnings report for Tesla (NASDAQ: TSLA) marks a definitive turning point in the company’s history. For over a decade, Wall...
Via
MarketMinute
Topics
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Here's Why I Wouldn't Touch SoundHound AI With a 10-Foot Pole
↗
January 26, 2026
SoundHound AI operates in a sector that Wall Street is excited about, but that's not enough to make any stock a buy.
Via
The Motley Fool
Topics
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Here's How Much You Would Have Made Owning IBM Stock In The Last 5 Years
↗
January 26, 2026
Via
Benzinga
Option Volatility And Earnings Report For January 26 - 30
January 26, 2026
It’s the biggest week of the quarter for earnings this week with plenty of big names set to report. This week we have Tesla, Microsoft, Apple, Meta Platforms, UnitedHealth Group, Exxon Mobil, Visa,...
Via
Barchart.com
Here's Why I Wouldn't Touch Quantum Computing Stock With a 10-Foot Pole
↗
January 25, 2026
This stock is too rich and too risky for my blood.
Via
The Motley Fool
The AI Super-Cycle: NVIDIA’s $500 Billion Backlog Anchors the S&P 500
January 23, 2026
As of January 23, 2026, the financial landscape continues to be defined by a single name: NVIDIA (NASDAQ: NVDA). Following a year of unprecedented growth in 2025, the semiconductor titan has cemented...
Via
MarketMinute
Topics
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Economy
Energy
Forget Quantum Computing Stock: Buy This Dividend‑Paying Quantum Pioneer, And Never Sell
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January 23, 2026
IBM is a more balanced play on this secular trend.
Via
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The Quantum Spring Cooling? As Valuations Hit Stratospheric Peaks, Investors Weigh the Frontier Against the AI Playbook
January 23, 2026
The "Quantum Summer" of 2025 has transitioned into a season of cautious reflection as 2026 begins. Following a year where quantum computing stocks mirrored the meteoric rise seen by artificial...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
The HSR Paradox: How 'Early Termination' is Reshaping the 2026 M&A Landscape
January 23, 2026
A year after the most radical transformation of U.S. antitrust filing rules in nearly half a century, the domestic merger and acquisition (M&A) market is finally finding its rhythm. The Federal Trade...
Via
MarketMinute
Topics
Earnings
Economy
Intel’s Reality Check: Q1 Guidance Miss Sparks Sell-Off Amid Semiconductor Sector Volatility
January 23, 2026
The semiconductor landscape received a jolting reality check this week as Intel Corporation (NASDAQ:INTC) released its fourth-quarter 2025 earnings. While the chipmaker delivered a "beat" on the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
IBM (NYSE: IBM) Stock Deep Dive: The Blue Renaissance and the AI-Consulting Powerhouse
January 23, 2026
Date: January 23, 2026 Introduction In the rapidly shifting landscape of enterprise technology, few stories are as compelling as the resurgence of International Business Machines Corporation (NYSE:...
Via
Finterra
Topics
Artificial Intelligence
Earnings
1 Services Stock to Target This Week and 2 Facing Headwinds
January 22, 2026
Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. These firms have helped their customers unlock huge...
Via
StockStory
Topics
Artificial Intelligence
Stocks
I Correctly Predicted That These 15 Dow Jones Stocks Would Boost Their Payouts in 2025. Here's Why It Can Happen Again in 2026.
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January 22, 2026
The Dow is chock-full of high-quality companies that pay growing dividends.
Via
The Motley Fool
Topics
Stocks
Forget BigBear.ai: This "Picks and Shovels" Data Streaming Stock Looks Built for Long‑Term AI Upside
↗
January 22, 2026
IBM is a more reliable AI play in this unpredictable market.
Via
The Motley Fool
Topics
Artificial Intelligence
Bankruptcy
Government
Alibaba, IBM, Nu Holdings And More: CNBC's 'Final Trades'
↗
January 22, 2026
Analysts predict good earnings for IBM on Jan. 28. Alibaba forms nuclear power partnership for AI, while iShares and Nu are expected to do well.
Via
Benzinga
Topics
Artificial Intelligence
2 Cheap Tech Stocks to Buy Right Now
↗
January 22, 2026
Some beaten-down tech stocks are broken. These two are just misunderstood.
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The Motley Fool
Topics
Artificial Intelligence
Stock Market Today, Jan. 21: Dow Rebounds After Greenland and Tariff Tensions Ease
↗
January 21, 2026
Today, Jan. 21, 2026, U.S. stocks staged a relief rally as Trump's Davos remarks eased Greenland and tariff fears.
Via
The Motley Fool
Topics
Bonds
Government
Stocks
NASA’s FAIMM Initiative: The Era of ‘Agentic’ Exploration Begins as AI Gains Scientific Autonomy
January 21, 2026
In a landmark shift for deep-space exploration, NASA has officially transitioned its Foundational Artificial Intelligence for the Moon and Mars (FAIMM) initiative from experimental pilots to a...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Blue-Chip Bruising: 3M and IBM Lead Dow’s Sharp Retreat as Market Sentiment Shifts
January 21, 2026
The stock market faced a jarring reality check on Tuesday, January 20, 2026, as two pillars of the Dow Jones Industrial Average suffered significant sell-offs, signaling a potential sea change in...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Top 7 Data Science Courses for Business Pros Targeting Analyst-to-Data Scientist Roles in 2026
January 21, 2026
Via
BusinesNews Wire
Topics
Artificial Intelligence
Fraud
Dear IBM Stock Fans, Mark Your Calendars for January 28
January 21, 2026
IBM stock is heading into its January 28 earnings report with high expectations tied to the Z17 mainframe cycle, AI momentum, and guidance clarity for 2026.
Via
Barchart.com
Topics
Artificial Intelligence
EOG Resources' Q4 2025 Earnings: What to Expect
January 21, 2026
EOG Resources is expected to announce its fiscal fourth-quarter earnings soon, and analysts project a double-digit profit drop.
Via
Barchart.com
Topics
ETFs
Energy
Erie Indemnity's Q4 2025 Earnings: What to Expect
January 21, 2026
Erie Indemnity is poised to announce its fourth-quarter results soon, and analysts predict a single-digit growth in the company’s bottom-line figure.
Via
Barchart.com
Topics
ETFs
The Brain-Inspired Revolution: Neuromorphic Computing Goes Mainstream in 2026
January 21, 2026
As of January 21, 2026, the artificial intelligence industry has reached a historic inflection point. The "brute force" era of AI, characterized by massive data centers and soaring energy bills, is...
Via
TokenRing AI
Topics
Artificial Intelligence
AMD Stock Soared Past Nvidia Last Year. Will That Trend Continue in 2026?
↗
January 20, 2026
This past year was the first time AMD's stock outperformed Nvidia's since 2019.
Via
The Motley Fool
Topics
Artificial Intelligence
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