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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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Goldman Sachs Group
(NY:
GS
)
1,029.18
+9.41 (+0.92%)
Official Closing Price
Updated: 7:00 PM EDT, Sep 11, 2026
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3 Vanguard ETFs Poised to Outperform as the Market Shifts Beyond Big Tech
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July 15, 2026
With investors finally embracing market segments beyond technology, these three Vanguard ETFs are winning.
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Goldman Sachs Says the Crowd Is Wrong on This Beaten-Down Medical Robotics Giant
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Investment management firm Cohen & Steers (NYSE:CNS) will be reporting results this Thursday after market close. Here’s what to look for. Cohen & Steers beat...
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Goldman Sachs Peaks, Joins 2 Best Stock Lists, Leads 16 New Names To IBD 50, Big Cap 20, More
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July 14, 2026
Stock of the Day Goldman Sachs reported terrific earnings Tuesday and rose above a buy level. Goldman was elevated onto two best stock lists.
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Piper Sandler and PJT Shares Skyrocket, What You Need To Know
July 14, 2026
What Happened? A number of stocks jumped in the afternoon session after a surge in investment banking and trading revenues drove strong second-quarter earnin...
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Moelis and Lazard Shares Skyrocket, What You Need To Know
July 14, 2026
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Discover which S&P500 stocks are making waves on Tuesday.
↗
July 14, 2026
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Goldman Sachs CEO Says AI Boom Is Still in the ‘Early Innings'
↗
July 14, 2026
GS stock hits new 52-week high as Goldman Sachs crushes Q2 estimates with $20.98 EPS. See what drove the massive 39% revenue surge.
Via
Benzinga
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Artificial Intelligence
Goldman Sachs Saves the Dow From IBM's Worst Day in 39 Years
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July 14, 2026
The Nasdaq gained 0.9% while the Dow fell 0.2% in a split decision. IBM's 24.9% plunge and Goldman Sachs' 7.4% surge explain Tuesday's split decision.
Via
The Motley Fool
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Economy
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Top dow jones movers in Tuesday's session
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July 14, 2026
Via
Chartmill
Goldman Sachs Posts Upbeat Q2 Earnings, Joins SK Hynix, Tower Semiconductor And Other Big Stocks Moving Higher On Tuesday
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July 14, 2026
Goldman Sachs (NYSE: GS) shares surged 6.9% after beating earnings estimates. Other big gainers include PHOE, SKHY, GALT, AXTI, FCEL, AAOI, CHRN, TSEM, YSS, RGC, and OKTA.
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Stock Market Today, July 14: IBM Slides After Profit Warning Weighs on Dow
↗
July 14, 2026
On July 14, 2026, IBM’s profit warning dragged on the Dow even as easing inflation and resilient bank stocks steadied broader U.S. markets.
Via
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Artificial Intelligence
Bonds
Economy
These S&P500 stocks are moving in today's session
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July 14, 2026
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Goldman Sachs Group Q2 2026 Earnings Call Transcript
↗
July 14, 2026
On Tuesday, Goldman Sachs Group (NYSE:GS) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered by Benzinga APIs. For...
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Goldman Sachs (GS) Stock Trades Up, Here Is Why
July 14, 2026
What Happened? Shares of global investment bank Goldman Sachs (NYSE:GS) jumped 7.5% in the morning session after it reported second-quarter results that easi...
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Why Is Sandisk Stock Surging on Tuesday?
↗
July 14, 2026
Sandisk Corp. (NASDAQ:SNDK) stock surged 5% on Tuesday. Read how Goldman Sachs momentum data and Bank of America’s $2,500 price target drive the rebound.
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3 Reasons Nvidia Stock Could Keep Soaring Through 2026
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July 14, 2026
The stock is poised to push beyond its $5.1 trillion market value.
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The Goldman Sachs Group Q2 Earnings Call Highlights
↗
July 14, 2026
The Goldman Sachs Group (NYSE:GS) reported record second-quarter 2026 results, with Chairman and Chief Executive Officer David Solomon citing strong client activity, an acceleration in strategic...
Via
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Artificial Intelligence
Earnings
Economy
Goldman Says Wall Street's Momentum Trade Just Crashed. Here's Where It's Moving Next
↗
July 14, 2026
Goldman Sachs says the S&P 500 momentum factor has suffered one of its worst three-week sell-offs on record. Here's where momentum is shifting now.
Via
Benzinga
Topics
Stocks
David Solomon Says Clients Are Bringing Their Most Critical Deals to Goldman Sachs
↗
July 14, 2026
Goldman Sachs (GS) stock jumps premarket on big Q2 earnings beat ($20.98 EPS vs $14.40 est) and a dividend hike to $5.00. Read more.
Via
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Earnings
A 'Healthy' U.S. Economy Spurs Bank of America, Wells Fargo Earnings Beat
↗
July 14, 2026
Bank of America and Wells Fargo both cited the strength of the U.S. economy as a key driver of their second-quarter results.
Via
Investor's Business Daily
Topics
Earnings
Economy
Dow Jones Banks JPMorgan Chase, Goldman Sachs Crush Quarterly Estimates. Only One Rises.
↗
July 14, 2026
Dow Jones banks JPMorgan Chase, Goldman Sachs detailed Q2 results on Tuesday. JPM stock slides away from a buy zone.
Via
Investor's Business Daily
Topics
Stocks
Goldman Sachs (NYSE:GS) Reports Bullish Q2 CY2026
July 14, 2026
Global investment bank Goldman Sachs (NYSE:GS) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 39.5% year on year to $20.34 billion. Its ...
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Warren Buffett Has Said the Same Thing About Stock Market Corrections for Nearly 50 Years. History Shows He's Never Been Wrong.
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July 14, 2026
Buffett is widely considered the greatest investor of all time.
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Bitcoin Adoption by Major Banks 'Accelerating, But Still Early,' Says Michael Saylor as New Index Ranks JPMorgan, Goldman Sachs, and Others
↗
July 14, 2026
Michael Saylor introduced on Monday, July 13, the "Bitcoin Banking Adoption Index" developed by Strategy Inc., which evaluates the level of Bitcoin adoption among leading banks and financial...
Via
Benzinga
JPMorgan, Goldman Sachs And 3 Stocks To Watch Heading Into Tuesday
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July 14, 2026
US stock futures mixed as JPMorgan, Goldman Sachs, Wells Fargo, Citigroup, and Bank of America await earnings.
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Sandisk Stock Plunged Today. Analysts Say Buy the Dip.
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July 13, 2026
The memory boom may last longer than you think.
Via
The Motley Fool
Topics
Artificial Intelligence
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