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home
about us
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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
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TAF sm Program
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Back Dated Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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Apple
(NQ:
AAPL
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+7.60 (+2.94%)
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Updated: 4:00 PM EDT, Apr 15, 2026
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Gary Black Wants Tesla To Follow Apple's Footsteps To Boost Its FSD Subscriptions
↗
April 06, 2026
Investor Gary Black of The Future Fund LLC hopes Tesla would follow Apple's marketing strategy for its Full Self-Driving (FSD) system.
Via
Benzinga
Software & App Launch Press Release Writing Guide & Templates Published
April 06, 2026
Via
Press Release Distribution Service
Apple Pulls Down Jack Dorsey's Bitchat Messaging Service From China's App Store For Containing 'Illegal' Content
↗
April 06, 2026
Apple has delisted the Bitchat messaging service from China's App Store on orders from authorities, Block Inc. CEO Jack Dorsey revealed on Sunday, April 5.
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April 06, 2026
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April 06, 2026
Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Still, investors are uneasy as firms fac...
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Nvidia And Apple Supplier Foxconn Reports Revenue Surge Of Nearly 30% Thanks To AI Boom, Warns Of Global Political Risks
↗
April 06, 2026
Foxconn reported nearly 30% revenue growth driven by strong AI demand, but warned that geopolitical tensions could pose risks.
Via
Benzinga
Topics
Artificial Intelligence
Supply Chain
Should You Buy This Vanguard Fund That's Soared 136% Over 3 Years Before April 17?
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April 05, 2026
The fund's price today is close to its peak level.
Via
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Mega888 iOS Official Casino App Download for iPhone and iPad
April 05, 2026
Via
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VTI Owns Over 3,500 Stocks, Including Nvidia, Apple, and Microsoft. Is This the Smartest Way to Buy the Entire U.S. Market Right Now?
↗
April 05, 2026
Many investors may be thinking about buying the broader market after the sell-off this year.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Tech Weekend Round-Up: Apple's 50th Birthday, Anthropic's $400 Million Acquisition, Meta's Marathon Aid And More
↗
April 05, 2026
This week in rech: Anthropic buys Coefficient Bio; Meta aids blind runner; Intel invests; Durov slams Apple.
Via
Benzinga
Apple's Unusual Market Dominance, Iran Retaliation List And More: This Week In Appleverse
↗
April 05, 2026
This week's tech news highlights Apple and Nvidia outperforming defense stocks, Amazon's satellite ambitions, and Apple's 50th anniversary.
Via
Benzinga
Investing in an S&P 500 Index Fund? Beware of This Sneaky Risk Right Now.
↗
April 04, 2026
This type of investment could experience more volatility than expected.
Via
The Motley Fool
Topics
ETFs
Stocks
1 Vanguard ETF I Trust to Outperform the Market Long Term
↗
April 04, 2026
It has consistently shown that it's equipped to do so.
Via
The Motley Fool
Topics
Artificial Intelligence
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How Much Would You Have if You Had Invested $2,000 In Apple When It Went Public?
↗
April 04, 2026
Most of this stock's gain, however, has only taken shape since the company launched its defining product.
Via
The Motley Fool
Topics
Initial Public Offering
Apple's 50th Anniversary Was April 1. Is the Tech Giant's Stock Worth Buying and Holding for Another 50 Years?
↗
April 04, 2026
The stock has returned over 97,000% since 1990, making Apple an all-time Wall Street great.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
The Second-Best Performing Vanguard ETF Over the Last Decade Is Issuing a 5-For-1 Stock Split. Here's Why It's a Screaming Buy in April.
↗
April 04, 2026
The Vanguard Mega Cap Growth ETF is down big from its highs as the largest tech stocks lead the broader market sell-off.
Via
The Motley Fool
Topics
ETFs
The Fed Held Rates Again: Why Long-Term Investors May Not Need to Do Anything
↗
April 04, 2026
Investors who were hoping for looser monetary policy this year might need to reset their expectations.
Via
The Motley Fool
Topics
Economy
Consumer Tech News (Mar 30-Apr 2): Tesla, Nio, XPeng Drive EV Growth, Apple iPhone 17, Meta Ray-Ban Launches & More
↗
April 04, 2026
Microsoft, IBM, AMD, and Intel make key AI and semiconductor moves, including in-house model development, dual-architecture hardware, and full ownership of Fab 34.
Via
Benzinga
Topics
Artificial Intelligence
Warren Buffett's Favorite Holdings: 3 Stocks Worth Owning for a Lifetime
↗
April 04, 2026
It makes sense to add these core "Buffett stocks" to your long-term portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
VOO Costs Just 0.03% a Year and Tracks 500 of America's Largest Companies. A Tough Market Does Not Change That Value Proposition.
↗
April 04, 2026
As the S&P 500 index trades 5% off its peak with heightened volatility, investors need to maintain the right perspective.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Is the "Magnificent Seven" Era Over? Here Are the Stocks That Replace Them
↗
April 04, 2026
Three other tech stocks could generate tremendous growth in the quarters to come.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Could Investing $10,000 in SPYM Make You a Millionaire?
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April 04, 2026
This low-cost stock ETF is one of the cheapest, easiest ways to own the S&P 500 index.
Via
The Motley Fool
Topics
ETFs
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Sophix World Enterprises Announces Creative Expansion
April 04, 2026
Via
Press Release Distribution Service
Dash Cellular Repairs Expands Same-Day Electronics Repair Services Across Oklahoma City
April 03, 2026
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Get News
The 15% Shadow: Nvidia’s Dominance Sparks Concentration Crisis in Active ETFs
April 03, 2026
As of April 3, 2026, the traditional boundaries of portfolio diversification have reached a breaking point, headlined by NVIDIA Corporation (NASDAQ: NVDA) and its unprecedented 15.21% weight in the...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
The 2026 Financial Litmus Test: Wall Street Braces for High-Stakes Earnings from JPMorgan and Bank of America
April 03, 2026
As the second week of April 2026 begins, the financial world has its eyes fixed on two dates: April 14 and April 15. These dates mark the Q1 earnings releases for JPMorgan Chase (NYSE: JPM) and Bank of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
U.S. Labor Market Defies Gravity: March Jobs Growth Triples Estimates Amid Middle East Turmoil
April 03, 2026
The U.S. Department of Labor released a bombshell employment report this morning, April 3, 2026, revealing that the American economy added a staggering 178,000 nonfarm payroll jobs in March. The figure...
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Could Investing $10,000 in TQQQ Make You a Millionaire?
↗
April 03, 2026
Buying leveraged ETFs -- especially in tech stocks -- can bring bigger potential gains, but also bigger risks of loss.
Via
The Motley Fool
Topics
ETFs
Tech and Media Titans on the Brink: TSMC and Netflix Earnings Preview (April 2026)
April 03, 2026
As the first quarter of 2026 draws to a close, Wall Street is laser-focused on April 16, a date that promises to define the trajectory of the global technology and media sectors for the remainder of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Architect of the ‘Leaner Fed’: Kevin Warsh’s Nomination Signals a Paradigm Shift in Global Finance
April 03, 2026
The financial world is bracing for a seismic shift in monetary policy as the transition from the Jerome Powell era to the Kevin Warsh era approaches its May 2026 deadline. Nominated by President Donald...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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