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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
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Arm Holdings plc - American Depositary Shares
(NQ:
ARM
)
271.87
+2.94 (+1.09%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 12, 2026
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All News about Arm Holdings plc - American Depositary Shares
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A Tiny Detail in Nvidia's Q1 Report Is a Very Big Deal for Qualcomm
↗
June 02, 2026
AI powerhouse Nvidia is sticking with a business that could be seen as more of a distraction than an asset. There's a reason.
Via
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Topics
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L3Harris, Northrop Win Pentagon Contracts. Karman Bolsters AI Efforts.
↗
June 02, 2026
DOD awards L3Harris a nearly $500 million contract. Northrop Grumman lands two significant awards. Karman makes AI hire.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Arm CEO Warns China CPU Curbs May Be Impossible To Enforce— 'They Would Have To Limit Everything'
↗
June 02, 2026
Arm CEO says restricting AI CPU exports to China is harder than Nvidia GPUs due to widespread use across applications.
Via
Benzinga
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Artificial Intelligence
BW LPG Q1 Earnings Call Highlights
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June 02, 2026
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LERNER & ROWE SURPASSES $1 MILLION IN COMMUNITY REINVESTMENT ACROSS NORTHWEST INDIANA AND CHICAGOLAND REGIONS
June 02, 2026
Via
Press Release Distribution Service
Oracle Joins Arm's AGI CPU Ecosystem As Agentic AI Boom Draws Meta, OpenAI And ByteDance
↗
June 02, 2026
Oracle joins Arm's AGI CPU ecosystem as CEO Rene Haas reveals ByteDance is also adopting the AI-focused chips.
Via
Benzinga
Topics
Artificial Intelligence
Youth Pitcher Arm Care Check For Soreness & Overuse Risk: Tool Launched
June 02, 2026
Via
Press Release Distribution Service
Why Nvidia, Arm, and Other Tech Stocks Popped Today
↗
June 01, 2026
The semiconductor leaders are reinventing the PC for the age of AI.
Via
The Motley Fool
Topics
Artificial Intelligence
This News From Nvidia CEO Jensen Huang Could Shift the Stock Into Overdrive
↗
June 01, 2026
Announcements from GTC Taipei confirm the company's continuing importance in the AI revolution.
Via
The Motley Fool
Topics
Artificial Intelligence
Nvidia's Jensen Huang Just Announced Something Big
↗
June 01, 2026
Nvidia is about to greatly expand its revenue opportunity.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Is Nvidia (NVDA) Stock Soaring Today
June 01, 2026
What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 6.3% in the afternoon session after over 150 million shares traded ha...
Via
StockStory
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IBM (IBM) Shares Skyrocket, What You Need To Know
June 01, 2026
What Happened? Shares of technology and consulting giant IBM (NYSE:IBM) jumped 6% in the afternoon session after the company was named a partner for Nvidia's...
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Top 5 Industrial 3D Scanner Brands Engineering Teams Trust in 2026
June 01, 2026
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Get News
Nvidia Jumps on Vera Rubin News, but Market Indexes Stay Close to Flat Anyhow
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June 01, 2026
Nvidia announced its next-gen AI platform and surged 5%. But Apple, Amazon, Tesla, and Meta didn't get invited to the party, and oil prices are up. As a result, the top market indexes barely moved...
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
4 Chip Stocks to Play the Boom in Agentic AI
↗
June 01, 2026
These four chip companies should all benefit from the rise of agentic AI with their CPU offerings.
Via
The Motley Fool
Topics
Artificial Intelligence
Warren Buffett's Successor, Greg Abel, Just Made His First Big Acquisition as CEO of Berkshire Hathaway. Here's What Investors Need to Know
↗
June 01, 2026
Abel took the reins of Berkshire at the start of the year, and he's been fairly active since.
Via
The Motley Fool
Arm Stock Jumps As Chip Designer Joins Nvidia PC Effort
↗
June 01, 2026
Arm stock hit a record high on Nvidia's plans to use an Arm design for the central processing unit in its AI PC chip.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Arm Stock Pops On Nvidia PC Chip Launch That Barely Mentioned Its Name
↗
June 01, 2026
Arm Holdings is enjoying a stock price rally after Nvidia unveils its first-ever PC processor, using ARM-based technology.
Via
Benzinga
Is Palantir Still a Millionaire-Maker Stock?
↗
June 01, 2026
There's a lot of expected growth already baked into its stock price, but the business is still growing fast.
Via
The Motley Fool
Topics
Artificial Intelligence
Fraud
VinDynamics Debuts Its First Humanoid Robot At Two Of The World’s Leading Technology Events
June 01, 2026
HANOI, VIETNAM - Media OutReach Newswire - 1 June 2026 - VinDynamics, a technology company under Vingroup, has officially unveiled its first humanoid...
Via
MediaOutReach
Topics
Artificial Intelligence
Nvidia's Computex Reveal Is 'Amazing' For ARM Stock, Says Jim Cramer: Here's Why
↗
June 01, 2026
Jim Cramer calls Nvidia's Computex AI reveal 'amazing' for ARM stock. Discover why the new Arm-based RTX Spark superchip is a game-changer.
Via
Benzinga
Topics
Artificial Intelligence
S&P Global Is Spinning Off Its Mobility Business This Summer. Here's What Shareholders Need to Know.
↗
June 01, 2026
Some 93% of Wall Street analysts are bullish on SPGI stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Berkshire Hathaway's Operating Earnings Just Quietly Hit a New Record. Why That Matters More Than the Stock Portfolio.
↗
May 31, 2026
Most investors think of it as a mutual fund, but its individual stock holdings are only a small piece of what makes Berkshire such a compelling long-term prospect.
Via
The Motley Fool
Oculis Shelves FDA Filing After Phase 3 DME Trials Miss Key Vision Goals
↗
May 31, 2026
Oculis (NASDAQ:OCS) said its two Phase 3 DIAMOND trials of OCS-01 in diabetic macular edema did not meet their primary endpoints, and the company does not currently plan to pursue a U.S. Food and Drug...
Via
MarketBeat
This Is My Best Artificial Intelligence (AI) Stock to Buy in June (Hint: It's Not Micron Technology)
↗
May 31, 2026
Ciena stock has soared impressively this year, and it could get a nice boost following its upcoming quarterly report.
Via
The Motley Fool
Topics
Artificial Intelligence
The Real Reason XRP Keeps Bouncing Back -- and What Comes Next
↗
May 31, 2026
Hopes for bigger overseas banking partnerships are keeping the token above $1.
Via
The Motley Fool
Topics
ETFs
Lawsuit
Regulatory Compliance
Can Arm Holdings Triple Your Money by the End of the Year?
↗
May 31, 2026
The semiconductor stock is gaining market share in this rapidly growing segment of AI compute.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Brookfield Is Combining Its Insurance Arm With the Parent Company. Here's What It Means for Investors.
↗
May 30, 2026
Brookfield is taking the next step in its streamlining process.
Via
The Motley Fool
Topics
Retirement
Arm vs. Qualcomm: Consistent Growth vs. Revenue Volatility
↗
May 30, 2026
Arm has been the faster grower of the two, but will it last?
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: This Artificial Intelligence (AI) Inference Specialist Is Going to Soar After June 3
↗
May 30, 2026
Broadcom stock has underperformed the broader semiconductor sector this year, but that could change after its upcoming report.
Via
The Motley Fool
Topics
Artificial Intelligence
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