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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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TAF sm Program
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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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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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Alphabet-A
(NQ:
GOOGL
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333.66
-3.05 (-0.91%)
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Updated: 4:00 PM EDT, Jul 30, 2026
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AI Internet Hyperscalers: Why Wedbush Prefers Google And Amazon To Meta
↗
July 16, 2026
Amazon stock and Google are buys because of massive AI distribution while Meta has to prove its strategy, Wedbush says.
Via
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Artificial Intelligence
Warren Buffett's Successor, Greg Abel, Has Nearly 30% of Berkshire Hathaway's $351 Billion Portfolio in These 2 Magnificent Artificial Intelligence (AI) Stocks
↗
July 16, 2026
Greg Abel has made some major shakeups to Berkshire's portfolio since becoming CEO in January.
Via
The Motley Fool
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New Jersey Rep. Thomas Kean Sold Over $26K Worth of Alphabet Stock: Here’s What You Should Know
↗
July 16, 2026
A report on July 15, 2026 shows that Representative Thomas Kean from New Jersey sale stock in Alphabet (NASDAQ:GOOGL), valued between $26,012 and $215,000. According to the July filing, the transaction...
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The S&P 500 Is Doing Something Not Seen in 60 Years. History Says Investors Should Make This 1 Move Right Now.
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July 16, 2026
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Coinbase Just Joined a 140-Company Stablecoin Alliance. Here's What It Means for the Stock.
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July 16, 2026
The cryptocurrency exchange is backing a disruptive new stablecoin.
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Google's Parent Alphabet in the Spotlight: A Look at the Earnings, Technical Picture
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July 16, 2026
Alphabet Inc. (NASDAQ: GOOG) shares are in the spotlight Thursday, with earnings on deck and a notable technical setup both converging.
Via
Benzinga
3 "Magnificent Seven" Stocks Worth Buying Right Now
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July 16, 2026
They've not been all that magnificent of late, but the sellers behind a few of their recent setbacks seem to have overshot their target.
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overrank Launches Automated SEO Platform for Ranking on Google and AI Search
July 16, 2026
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Press Release Distribution Service
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Microsoft Wants Sales Team to Push Its Own AI Models Instead of Rivals OpenAI, Google and Anthropic: Report
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July 16, 2026
Microsoft reportedly instructed its sales team to prioritize its in-house AI models over offerings from OpenAI, Alphabet and Anthropic.
Via
Benzinga
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Artificial Intelligence
Warren Buffett's Hand-Picked Successor, Greg Abel, Has 30% of Berkshire Hathaway's Portfolio Invested in Apple and Alphabet. But There's an Under-the-Radar Berkshire Stock That Is My Top Pick for July.
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July 16, 2026
Itʻs a good time to get defensive.
Via
The Motley Fool
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Warren Buffett's Successor, Greg Abel, Scooped Up Shares of These 4 Powerhouse Stocks in the Second Quarter
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July 16, 2026
A virtual monopoly and three "indefinite" holdings were on the menu for Buffett's protege in the June-ended quarter.
Via
The Motley Fool
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Retirement
The 1 AI Stock I'd Buy With $500 Right Now. And It's Not Even Close
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July 16, 2026
Alphabet should be at the top of your buy list.
Via
The Motley Fool
Topics
Artificial Intelligence
Investors Are Growing Wary of AI-Related Debt
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July 16, 2026
Demand for hyperscaler company bonds has waned this year.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Initial Public Offering
SpaceX vs the "Magnificent Seven": Which Is the Better Buy?
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July 16, 2026
All of these tech players have delivered significant gains.
Via
The Motley Fool
Topics
Artificial Intelligence
XRP Google Search Interest Rises as Analyst Flags Fresh Buy Signal—Here's What the Technicals Are Showing
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July 16, 2026
Cryptocurrency analyst Ali Martinez identified a bullish signal for XRP amid robust activity on the XRP Ledger network.
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Benzinga
If I Could Own Only 1 Stock, This Would Be My Choice
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July 16, 2026
Alphabet would be the one stock I'd own if I could own only one.
Via
The Motley Fool
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30% of Cathie Wood's Portfolio Is Invested in These 5 Artificial Intelligence (AI) Stocks
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July 16, 2026
Ark Investment Management is going all in on AI.
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The Motley Fool
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Is the AI Infrastructure Build-Out a Bubble? Here's What the Data Actually Shows.
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July 16, 2026
The data is mixed as to whether there is an AI bubble.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Prediction: Apple Will Become the Second Company in History to Reach a $5 Trillion Market Cap. Here's the Math.
↗
July 16, 2026
Only one company has ever touched the mark, and the iPhone maker is about 4% away.
Via
The Motley Fool
$350 Billion Debt! Time to Sell Microsoft Stock, Meta Stock, GOOG Stock, AMZN Stock, and ORCL Stock?
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July 16, 2026
Capital spending is increasing so rapidly that these large companies are borrowing hundreds of billions of dollars.
Via
The Motley Fool
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Artificial Intelligence
Make1M-Millionaire.com Tops Nearly 87,000 Google Search Impressions in First Quarter, Led by a Fast-Building U.S. Readership
July 15, 2026
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AB Newswire
Why Apple Stock Climbed to a New All-Time High Today
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July 15, 2026
The technology giant's AI strategy is emerging.
Via
The Motley Fool
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Why Would Nvidia Invest $2 Billion in a Company Helping Build an Alternative to NVLink?
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July 15, 2026
Why would Nvidia invest $2 billion in a company that helps customers build alternatives to its own technology? Marvell's unusual position across custom AI chips, NVLink, UALink, copper, and optical...
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Giants Helping Giants Podcast, Hosted by Lois Wyant of JFT Marketing, Launches to Help Home Service Businesses Grow Through Online and Google Marketing, AI Tools, and Strategic Business Connections
July 15, 2026
Via
Get News
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Better Artificial Intelligence (AI) Stock: Amazon vs. Alphabet
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July 15, 2026
They are two of the biggest names in AI computing right now.
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The Motley Fool
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Artificial Intelligence
Treasure Valley Family Medicine Approaches 7,000 Patient Reviews with an Average Rating of Over 4.8 Stars Across Google and MedStatix
July 15, 2026
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Better Artificial Intelligence (AI) Stock: Alphabet Versus Meta Platforms
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July 15, 2026
Meta and Alphabet may be competing in another field soon.
Via
The Motley Fool
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Artificial Intelligence
What's going on in today's session: dow jones movers
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July 15, 2026
Via
Chartmill
Alphabet Stock Is Moving Higher as Buffett Regrets Google Miss
↗
July 15, 2026
Alphabet shares are rising Wednesday after Buffett said he pushed Berkshire to buy the stock, admitting he should have done so earlier.
Via
Benzinga
In 7 Words, Fed Chair Kevin Warsh May Have Just Confirmed the Stock Market's Biggest Fear
↗
July 15, 2026
Interest rate increases could be coming. Here's what that means for the market.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
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