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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
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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RSVP-Signup Form
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BlackRock
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Updated: 7:00 PM EDT, May 8, 2026
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Small Caps Under Siege: Russell 2000 Enters Correction as Yields Surge
March 23, 2026
The small-cap segment of the U.S. stock market has officially entered correction territory, marking a stark reversal for a sector that many analysts expected to lead the "Great Rotation" of 2026. On...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
BlackRock's Larry Fink Warns Of AI Wealth Gap — Are ETFs Fueling Big Tech Dominance?
↗
March 23, 2026
BlackRock CEO Larry Fink warns the AI boom may widen the wealth gap as ETFs pour into Big Tech. Here's how to stay invested.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Yields Fall as Geopolitical Tensions Ease: A New Era for the 2026 Market?
March 23, 2026
On March 23, 2026, the global financial landscape underwent a dramatic recalibration as a sudden easing of geopolitical tensions in the Middle East and a cooling of trade rhetoric between the United...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Quiet Powerhouse: A Deep-Dive into Cintas (CTAS) in 2026
March 23, 2026
In the landscape of the S&P 500, few companies represent the "quiet engine" of the American economy as effectively as Cintas Corporation (NASDAQ: CTAS). As of March 23, 2026, Cintas stands as the...
Via
Finterra
Topics
Artificial Intelligence
Economy
Stocks
Building Through the Cycle: A Deep-Dive Analysis of KB Home (NYSE: KBH) in 2026
March 23, 2026
As of March 23, 2026, the American housing market stands at a critical juncture. After years of volatile mortgage rates and a persistent inventory "lock-in" effect, the role of new home construction...
Via
Finterra
Topics
Earnings
Economy
Supply Chain
Sky-High Ambitions: A Deep Dive into United Airlines (UAL) in 2026
March 23, 2026
Note: This article is written from the perspective of March 23, 2026. Introduction As we move through the first quarter of 2026, United Airlines Holdings, Inc. (NASDAQ: UAL) stands at a pivotal...
Via
Finterra
Topics
Credit Cards
Economy
Emissions
The Rebirth of a Titan: A Deep Dive into the New SanDisk (SNDK)
March 23, 2026
By Financial Correspondent | March 23, 2026 Introduction Exactly one year ago, the technology sector witnessed the rebirth of a storage titan. After nearly a decade as a subsidiary of Western Digital,...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Earnings
Alamos Gold (AGI): A Deep Dive into the New King of Mid-Tier Gold Producers
March 23, 2026
As of March 23, 2026, the global gold mining sector is navigating a period of significant structural shifts. Amidst high bullion prices and increasing geopolitical instability, Alamos Gold Inc....
Via
Finterra
Topics
ETFs
Economy
The Renaissance of Kinross Gold: A 2026 Deep-Dive into the Sector’s New Cash Flow King
March 23, 2026
As of March 23, 2026, the global gold market is experiencing a paradigm shift, with bullion prices stabilizing at historic highs and central banks continuing their aggressive diversification away from...
Via
Finterra
Topics
Economy
Emissions
The Golden Standard: A Deep-Dive into Newmont Corporation (NEM) in 2026
March 23, 2026
As of March 23, 2026, Newmont Corporation (NYSE: NEM) stands as the undisputed titan of the global gold mining industry. Coming off a transformative three-year period that saw the successful $17...
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Finterra
Topics
Economy
Hecla Mining (HL): The Strategic Silver Pure-Play of 2026
March 23, 2026
The silver market of 2026 has become a focal point for global industrial strategy, driven by the insatiable demands of artificial intelligence (AI) infrastructure and high-efficiency solar technology....
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The AI Power Gap: A Deep Dive into Bloom Energy’s (NYSE: BE) Infrastructure Revolution
March 23, 2026
As of March 23, 2026, the energy conversation has shifted from "clean at any cost" to "power at any speed." In this new landscape, Bloom Energy (NYSE: BE) has emerged as one of the most significant...
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Finterra
Topics
Artificial Intelligence
Economy
Energy
The Nuclear AI Powerhouse: A Deep-Dive into Constellation Energy (CEG)
March 23, 2026
As of March 23, 2026, the global energy landscape is undergoing its most significant transformation since the Industrial Revolution. At the center of this shift—where artificial intelligence (AI)...
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Finterra
Topics
Artificial Intelligence
Economy
Energy
The AI Powerhouse: A Deep-Dive Research Feature on Vistra Corp. (VST)
March 23, 2026
As of March 23, 2026, the intersection of heavy industry and high technology has a new epicenter: the American power grid. Among the titans of this transition, Vistra Corp. (NYSE: VST) has emerged not...
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Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
Web3 Festival Unveils 2026 Speaker Lineup, Featuring Leaders from BlackRock, OKX, Solana, Sharplink and Ondo
March 23, 2026
Hong Kong, 23rd March 2026, ZEX PR WIRE — Following the sellout success of its previous editions, Hong Kong Web3 Festival has announced its return on 20-23 April at HKCEC. Hong Kong Web3 Festival...
Via
Zexprwire
Topics
Artificial Intelligence
Economy
BlackRock Pivots 'Hard' For 3rd Time In 50 Years: Chasing 300-400% Returns With 4 Commodity Plays, Says Former Banker
↗
March 23, 2026
BlackRock is dumping bonds for a historic rotation into commodities. Discover 4 real asset plays perfectly positioned for 300-400% returns.
Via
Benzinga
Topics
Bonds
Investor Reveals $51 Million Sale of Armstrong Strong as Shares Sink Post-Earnings
↗
March 22, 2026
Armstrong World Industries delivers ceiling and wall solutions for commercial and residential construction across North and Latin America.
Via
The Motley Fool
Circle May Be the Biggest Winner of America’s Stablecoin Shift
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March 22, 2026
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MarketBeat
Better Crypto Buy: Bitcoin vs. Dogecoin? Here's the 1 to Buy for 2026.
↗
March 21, 2026
The market is pessimistic, as these popular digital assets are trading significantly below recent highs.
Via
The Motley Fool
Bitcoin’s Resilience: Crypto Holds Above $70,000 as Investors Weigh Digital Gold vs. Traditional Assets in Wartime
March 20, 2026
As of March 20, 2026, the global financial landscape remains gripped by geopolitical volatility, yet Bitcoin has once again defied the skeptics. Despite the shadow of "Operation Epic Fury"—the February...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Technical Breakdown: S&P 500 Sinks Below 200-Day Average as Geopolitical Storm Clouds Overwhelm AI Euphoria
March 20, 2026
The long-standing resilience of the American equity market faced its most severe test in nearly a year this week. On March 19, 2026, the S&P 500 (INDEXSP: .INX) closed at 6,606, decisively breaking...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Flavor Giant McCormick Eyes Massive $37 Billion Acquisition of Unilever’s Food Empire
March 20, 2026
BALTIMORE & LONDON — In a move that could redefine the global pantry, McCormick & Company (NYSE: MKC) has officially expressed interest in acquiring the sprawling food business of consumer goods titan...
Via
MarketMinute
Topics
Economy
The Active Management Renaissance: A Deep Dive into Janus Henderson Group (JHG)
March 20, 2026
As of today, March 20, 2026, the global asset management landscape is witnessing one of its most significant consolidations in a decade. At the center of this storm is Janus Henderson Group plc (NYSE:...
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Finterra
Topics
ETFs
Regulatory Compliance
The Amazon Archipelago: Navigating the Giant’s Transition into the AI Era (2026 Market Report)
March 20, 2026
As of March 20, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a pivotal juncture in its three-decade evolution. No longer just the "Everything Store," the Seattle-based titan has successfully...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
SMCI: A High-Octane Paradox of AI Growth and Governance Risk
March 20, 2026
As of today, March 20, 2026, the story of Super Micro Computer, Inc. (Nasdaq: SMCI) remains one of the most polarizing narratives in the technology sector. Once the undisputed darling of the artificial...
Via
Finterra
Topics
Artificial Intelligence
Economy
Vertex Pharmaceuticals (VRTX): The Evolution of a Biotech Powerhouse in 2026
March 20, 2026
As of March 20, 2026, Vertex Pharmaceuticals (NASDAQ: VRTX) has officially transcended its long-held identity as "the cystic fibrosis (CF) company." For over a decade, the Boston-based biotech giant...
Via
Finterra
Topics
Intellectual Property
Micron Technology (MU): The AI Memory Supercycle and the Structural Re-rating of 2026
March 20, 2026
As of March 20, 2026, Micron Technology, Inc. (NASDAQ: MU) stands as a central pillar of the global artificial intelligence (AI) infrastructure. Once viewed as a provider of "commodity" memory...
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Finterra
Topics
Artificial Intelligence
Economy
Intellectual Property
The Radical Simplification of International Paper: A 2026 Research Deep Dive
March 20, 2026
On March 20, 2026, International Paper (NYSE: IP) stands at a historic crossroads. Once a sprawling conglomerate of timberlands, pulp mills, and paper products, the Memphis-based giant has spent the...
Via
Finterra
Topics
Economy
Supply Chain
The Essential Foundation: A Deep Dive into The Mosaic Company (MOS) for 2026
March 20, 2026
The global agricultural landscape in 2026 is defined by a delicate balance between soaring food demand and the geopolitical volatility of nutrient supply chains. At the center of this equilibrium sits...
Via
Finterra
Topics
Economy
Lawsuit
Supply Chain
The Gatekeeper’s Dilemma: A Deep Dive into FICO (NYSE: FICO) in 2026
March 20, 2026
As of March 20, 2026, the financial world remains transfixed by one of the most resilient yet controversial monopolies in the history of American capitalism: Fair Isaac Corporation (NYSE: FICO). For...
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Finterra
Topics
Artificial Intelligence
Credit Cards
Fraud
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