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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
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
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Vanguard S&P 500 ETF
(NY:
VOO
)
596.88
+15.95 (+2.75%)
Streaming Delayed Price
Updated: 3:20 PM EDT, Mar 31, 2026
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1 Vanguard Index Fund Could Turn $400 per Month Into $1 Million
↗
January 12, 2026
It doesn't take nearly as much as you might think to get yourself to millionaire status with this Vanguard ETF.
Via
The Motley Fool
Topics
ETFs
Is the Vanguard 500 Index Fund ETF a Buy Now?
↗
January 12, 2026
This investment vehicle is one of the most popular products out there.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
This ETF Is the Simplest Path to $1 Million in 2026
↗
January 10, 2026
You don't need to be a stock market genius to build a million-dollar portfolio.
Via
The Motley Fool
Topics
ETFs
Want $1 Million in Retirement? 11 Simple Index Funds to Buy and Hold for Decades.
↗
January 10, 2026
These funds can get you to $1 million -- though you may want to aim higher. (They can get you there, too.)
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
Why Did Vistra Stock Surge 11% Pre-Market Today?
↗
January 09, 2026
Via
Stocktwits
Tesla Starts Cybercab Production Ahead Of Launch In 2026
↗
December 30, 2025
Via
Stocktwits
2 S&P 500 ETFs to Buy With $100 and Hold Forever
↗
January 10, 2026
If you are looking to invest in stocks, Wall Street legend Warren Buffett suggests the S&P 500 index.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Warren Buffett Left Wall Street 3 Deafening Warnings Before Retiring. Was Anyone Paying Attention?
↗
January 10, 2026
Before his retirement, Warren Buffett made some interesting moves within Berkshire Hathaway's portfolio.
Via
The Motley Fool
Topics
ETFs
Retirement
11 Top Vanguard ETFs to Buy and Hold Forever -- Starting in 2026
↗
January 09, 2026
Vanguard is known for low fees and it offers ETFs that meet all kinds of investment objectives.
Via
The Motley Fool
Topics
ETFs
Economy
How Compound Interest Can Help You Retire a Millionaire -- Even on a Modest Income
↗
January 09, 2026
Hitting seven figures is more attainable than you may think.
Via
The Motley Fool
Topics
ETFs
With the S&P 500 at an All-Time High to Start 2026, Is It Smart to Buy Stocks?
↗
January 09, 2026
After three years of remarkable gains, many fear the market could run out of steam in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
2 Top Vanguard Funds That Can Be Great Investments to Hang on to for the Long Haul
↗
January 08, 2026
These exchange-traded funds come with minimal long-term risk and fees.
Via
The Motley Fool
Topics
ETFs
Economy
Microsoft’s AI-Powered Shopping Agents Aim To Streamline Retail Operations
↗
January 08, 2026
The new tools seek to automate workflows across merchandising, marketing, fulfillment, and store operations, giving retailers a connected chain of intelligence.
Via
Stocktwits
Topics
Artificial Intelligence
The Best S&P 500 ETF to Invest $5,000 in as 2026 Begins
↗
January 08, 2026
A small cost advantage for one S&P 500 ETF could make a difference over the long term.
Via
The Motley Fool
Topics
ETFs
Stocks
Tesla Is ‘Too Good A Company’ To Be Shorted, Says Gary Black: Eyes Multiple ‘Easy’ Fixes At EV Giant
↗
January 06, 2026
Future Fund’s Gary Black said in a X post on Tuesday that shorting stocks is “no picnic.”
Via
Stocktwits
Here's the Smartest Way to Invest in the S&P 500 in January
↗
January 06, 2026
If you invest in the S&P 500 index, you should stick with the cheapest option, unless you adjust your approach slightly.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Why Jim Cramer Thinks META Can Be The Biggest Winner In A ‘Power Gating’ Scenario
↗
January 06, 2026
In a post on the X platform, Cramer stated that Investors are increasingly focused on “power gating,” a strategy that limits energy use and forces firms to prioritize efficiency over scale at any...
Via
Stocktwits
Topics
Artificial Intelligence
Steel Dynamics Jumps After Buyout Deal of BlueScope Metal With Australia’s SGH
↗
January 05, 2026
The proposal, submitted on December 12, valued BlueScope at A$30 a share, representing a near 27% premium to its December 11 close.
Via
Stocktwits
Topics
Government
World Trade
Acorns Advisers Loads Up On ISTB With 794K Shares
↗
January 05, 2026
Acorns Advisers increased its shares in this top utility ETF. Should investors be concerned?
Via
The Motley Fool
Topics
Bonds
ETFs
The Vanguard ETF That Warren Buffett's Comments Point to as a Top Pick Today
↗
January 03, 2026
Warren Buffett is well-known for his quality- and value-driven style of investing. He has referred to one Vanguard ETF in particular as the best option for most investors.
Via
The Motley Fool
Topics
Bonds
ETFs
Tesla's Energy Business Might Be Its Saving Grace As EV Deliveries Drop
↗
January 02, 2026
Tesla deployed a record amount of energy storage in the fourth quarter, the company said on Friday.
Via
Stocktwits
The Best Vanguard ETF to Invest $1,000 In Right Now
↗
January 02, 2026
Among the sea of investment products out there, this one stands out.
Via
The Motley Fool
Topics
ETFs
Economy
VOO vs. SPY: Which Popular S&P 500 ETF Wins Out for Investors?
↗
January 01, 2026
With identical S&P 500 exposure, VOO and SPY differ in subtle ways that could matter for long-term investors.
Via
The Motley Fool
Topics
ETFs
Stocks
Is the Vanguard Russell 2000 Index Fund ETF a Buy Now?
↗
January 01, 2026
This exchange-traded fund's performance has been strangely weak for a while now, but this might just spell opportunity.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
'Big Short' Investor Michael Burry Says He Is Not Short Tesla Even As He Calls The Stock ‘Ridiculously Overvalued’
↗
December 31, 2025
The investor and hedge fund manager clarified in an X post reply that he is not short Tesla shares.
Via
Stocktwits
Topics
ETFs
Meta’s Strategic Move With Manus Could Mirror Instagram, WhatsApp Wins, Says Rosenblatt
↗
December 30, 2025
The firm noted that Manus’ agentic AI technology can enhance Meta’s offerings for small and medium-sized enterprises.
Via
Stocktwits
Topics
Artificial Intelligence
Safe Haven Surge: Gold and Silver Rebound as Equity Markets Stumble into Year-End
December 30, 2025
As the final trading days of 2025 unfold, a stark divergence has emerged in global financial markets. While the broader equity market, represented by the Vanguard S&P 500 ETF (NYSE:VOO), continues to...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
5 "Magnificent" Stocks and 1 ETF That Are Must-Owns in 2026, According to Robinhood's Retail Investors
↗
December 30, 2025
Everyday investors have made clear that five members of the "Magnificent Seven" and an ultra-popular exchange-traded fund (ETF) are the securities to own in the new year.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tesla Supplier Reportedly Slashes Contract In Part Due To Lower-Than-Expected Cybertruck Demand
↗
December 29, 2025
Bloomberg reported on Monday, citing a filing, that the supplier slashed the contract first announced in February 2023, citing a change in supply quantity.
Via
Stocktwits
Topics
Economy
Electric Vehicles
Supply Chain
2 Growth ETFs to Buy With $1,000 and Hold Forever
↗
December 29, 2025
These have both outperformed the S&P 500 over time.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
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