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home
about us
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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
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
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RSVP-Signup Form
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Alphabet-A
(NQ:
GOOGL
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+11.88 (+3.30%)
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Updated: 1:44 PM EDT, Jun 15, 2026
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A Big Wealth Manager Just Bought $22.4 Million Worth of This Small-Cap Value ETF
↗
May 28, 2026
EA Bridgeway Omni Small-Cap Value ETF targets long-term growth through systematic investment in undervalued U.S. small-cap equities.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Trump Accounts App Hits Apple And Google Stores Thursday, Says Scott Bessent: 'Most Important Benefit Since...'
↗
May 28, 2026
Trump Accounts app launches Thursday as signups approach 6 million children, Treasury Secretary Scott Bessent says.
Via
Benzinga
Topics
Government
Warren Buffett's Successor, Greg Abel, Buys an AI Stock That Poses a Threat to Nvidia
↗
May 28, 2026
Berkshire Hathaway tripled its stake in Alphabet, a company whose AI chips threaten to take market share from Nvidia GPUs.
Via
The Motley Fool
Topics
Artificial Intelligence
Meet the Spectacular Vanguard ETF With 45.8% of Its Portfolio Parked in Nvidia, Alphabet, Apple, and Microsoft
↗
May 28, 2026
The Vanguard Mega Cap Growth ETF has obliterated the S&P 500 since its inception in 2007.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Q1 Earnings Season Is Winding Down. Here Are the 5 Stocks That Defined It.
↗
May 28, 2026
These companies' recent results collectively tell most of the market's overall story right now.
Via
The Motley Fool
Topics
Artificial Intelligence
3 AI Stocks Worth Holding Until You Retire
↗
May 28, 2026
Palantir, CrowdStrike, and Alphabet are powerhouses that show the potential for durable growth.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
Google Engineer Faces Insider Trading Charges After Using Company Secrets To Profit More Than $1 Million On Polymarket
↗
May 28, 2026
The Justice Department charged a software engineer at Alphabet Inc.
Via
Benzinga
The Quiet AI Winner That Doesn't Show Up on Any Hot Stock List
↗
May 27, 2026
This former telecom wreck now has $13 billion in AI contracts. Here's why it's still under the radar.
Via
The Motley Fool
Topics
Artificial Intelligence
Medspa AI Answer Visibility On Google, ChatGPT & Grok: AEO Services Expanded
May 27, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Surprise! This AI Giant That's Climbed 1,200% Over 5 Years is Now the Second Cheapest of the Magnificent Seven
↗
May 27, 2026
This particular player has been generating significant revenue growth from AI.
Via
The Motley Fool
Topics
Artificial Intelligence
Tesla vs. Alphabet: Who Wins the Autonomous AI Race?
↗
May 27, 2026
Robotaxis may soon be a $10 trillion business.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Beginner-Friendly Growth Stocks to Beat the Market by 2030
↗
May 27, 2026
As Warren Buffett would advise, start with businesses you understand. And right now, there are plenty with enormous potential.
Via
The Motley Fool
Topics
Artificial Intelligence
Wall Street Expected a Slowdown in Q2. Corporate America Had Other Plans.
↗
May 27, 2026
Earnings took the spotlight off the gloom near the end of Q1.
Via
The Motley Fool
Google And Amazon Emerge As AI 'Winners' As Magnificent 7 Breaks Apart: Cash Flow Becomes The Ultimate Test, Says Strategist
↗
May 27, 2026
The Mag 7 is breaking apart. Strategist Gina Martin Adams explains why Google and Amazon are emerging as AI winners based on free cash flow.
Via
Benzinga
Topics
Artificial Intelligence
Warren Buffett's Successor, Greg Abel, Just Unloaded Amazon Shares and Tripled His Position in This Magnificent Seven AI Stock That's Climbed 100% Over the Past Year
↗
May 27, 2026
Abel has pledged to follow in Buffett's footsteps.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
The Odds Are Stacked in Favor of This AI Stock. Here's the Math.
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May 27, 2026
There's increasing competition in nearly all parts of the AI space -- except for one.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Prediction: This Will Be Nvidia's Stock Price at the End of 2026
↗
May 27, 2026
Nvidia could have a major run-up through the end of 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Law Firm AI Citations For Google, Gemini & ChatGPT Search: AEO Service Update
May 27, 2026
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Press Release Distribution Service
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Artificial Intelligence
Dental Practice Visibility On Google AI, ChatGPT & Grok: AEO Agency Update
May 27, 2026
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Press Release Distribution Service
Topics
Artificial Intelligence
The "Magnificent Seven" Are Done Reporting for the Quarter. Here Are My Top 3 to Buy Now.
↗
May 26, 2026
Several of the Magnificent Seven stocks look like strong buys.
Via
The Motley Fool
Topics
Artificial Intelligence
I Still Like the Stock, but This Definitely Isn't Warren Buffett's Berkshire Hathaway Anymore
↗
May 26, 2026
Last quarter's changes were subtle, but telling all the same. Don't be surprised to see less subtle changes going forward.
Via
The Motley Fool
The S&P 500 Just Did This for the First Time in Nearly 30 Years. Here's What Happens Next, According to History.
↗
May 26, 2026
Historical patterns may offer us clues about the future.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Is Alphabet Stock an Undervalued Stock to Buy?
↗
May 26, 2026
Valuation is an important step in the investment decision.
Via
The Motley Fool
RPG Investment Advisory Opens Centrus Energy Stake Valued at $9 Million, According to Recent SEC Filing
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May 26, 2026
Centrus gives investors rare exposure to the bottleneck behind nuclear fuel: uranium enrichment. The next hurdle is turning contracts, centrifuge manufacturing, and the Piketon expansion into...
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Supply Chain
QS Marketing Warns: Many Doctors, Dentists, and Plastic Surgeons Are Losing Patients on Google in 2026 — Despite Investing in SEO
May 26, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Google Flexes Its AI Muscles
↗
May 26, 2026
Google I/O revealed the company’s future in artificial intelligence, complete with updated search and AI glasses.
Via
The Motley Fool
Topics
Artificial Intelligence
The 3 Most Surprising Moves Berkshire Hathaway Made in Q1 Under New CEO Greg Abel
↗
May 26, 2026
Greg Abel took over at Berkshire at the start of the year, and there have already been some notable changes.
Via
The Motley Fool
Elerfine Launches Free AI Tool That Shows Local Businesses What’s Wrong With Their Google Profile
May 26, 2026
New tool scans any Google Business Profile, compares it to top local competitors, and tells business owners exactly what to fix
Via
PRUnderground
Topics
Artificial Intelligence
5 High-Yield Stocks and ETFs to Buy and Hold for the Next Decade
↗
May 26, 2026
Five high-yield names spanning pharmaceuticals, consumer staples, energy, and ETFs offer income investors compelling yields and durable businesses for a ten-year hold.
Via
MarketBeat
Topics
ETFs
I'd Rather Buy These Stocks Than SpaceX at $2 Trillion
↗
May 26, 2026
The hype around SpaceX's upcoming IPO is enormous, but the math says three big tech names offer far better value.
Via
The Motley Fool
Topics
Initial Public Offering
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