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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
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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
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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
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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Event Schedule
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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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Updated: 4:15 PM EDT, Apr 30, 2026
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2 "Magnificent Seven" Stocks That Can Skyrocket 96% and 107%, According to Select Wall Street Analysts
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Among Nvidia, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, and Tesla are two highly influential businesses that some of Wall Street's leading optimists believe can effectively double.
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Why Pay the SpaceX Premium When You Can Invest in xAI and Anthropic for Just $35? Here's How.
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Perplexity Awards Google Gemini Winner of the ADMANITY® PRIMAL AI™ Toaster Trials Radio Spot Category – As Voice AI Race Heats Up, Conversion-Crushing Voice Persuasion in One Shot Iteration Arrives.
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Amazon, Meta, Google Stock Price Targets Trimmed Amid Iran War Uncertainty
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Amazon stock, Meta and Google each had their price targets from Stifel analysts reduced in response to Iran War uncertainty.
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The Great 'Silicon to Steel' Rebalancing: Inside the $400 Billion AI Infrastructure Wipeout
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As the second quarter of 2026 begins, the financial world is still reeling from a historic structural realignment that has fundamentally reshaped the technology landscape. What began as a localized...
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The Infrastructure Giant: A Comprehensive 2026 Research Feature on Amazon.com (AMZN)
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Today’s Date: April 13, 2026 Introduction As of early 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands as a testament to the power of relentless diversification. Once a simple online bookstore, the...
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Meta’s Giga-Capex Era: Can Personal Superintelligence Justify a $135 Billion Bet?
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As of April 13, 2026, Meta Platforms, Inc. (NASDAQ: META) stands at the most significant crossroads in its twenty-two-year history. Once defined solely by social networking, the company has...
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The Great Rebalancing: How the 'Silicon to Steel' Rotation Reshaped Markets in Q1 2026
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The first quarter of 2026 has marked a historic regime shift in global financial markets, bringing a definitive end to the unbridled "AI Gold Rush" that defined the mid-2020s. As investors fled...
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Snowflake Inc. (SNOW) Deep Dive: Navigating the ‘Agentic Enterprise’ and the AI Valuation Reset
April 13, 2026
Today’s Date: April 13, 2026 Introduction In the rapidly evolving landscape of enterprise technology, few companies have occupied as much headspace—and investor capital—as Snowflake Inc. (NYSE: SNOW)....
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Prediction: Amazon Will Beat The Market in The Next 10 Years -- Here's Why
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April 13, 2026
The company's market-beating days aren't over.
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Google’s official guidelines offer three ways to optimize rewarded ads and help achieve the best campaign results.
April 13, 2026
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Quantum Computing Stocks: Is Google's Tech Roadmap Changing?
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Google could switch from superconducting to neutral atom technology.
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Catalyst Alert: Anthropic Deal Makes Alphabet Stock a Must-Buy
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April 13, 2026
Alphabet just added another big revenue stream.
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Palantir Billionaire Peter Thiel Sells 2 Trillion-Dollar AI Stocks, but Wall Street Says It's Time to Buy
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April 13, 2026
Billionaire entrepreneur Peter Thiel sold his hedge fund's stakes in Tesla and Microsoft during the fourth quarter.
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Could Investing $500 a Month in MAGS Make You a Millionaire?
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April 13, 2026
If you want to own the entire Magnificent Seven in one tech ETF, this fund can deliver.
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April 13, 2026
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2 Profitable Stocks to Own for Decades and 1 That Underwhelm
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Elmwood Wealth Management Adds to Goldman Sachs S&P 500 Premium Income ETF, According to Recent SEC Filing
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April 12, 2026
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The Only Artificial Intelligence (AI) Stock in the "Magnificent Seven" That's Worth Buying After the Correction
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April 12, 2026
One is the clear AI leader.
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Great News for Broadcom Stock Investors
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April 12, 2026
Revenue growth is surging as demand for custom chips increases.
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2 Stocks to Buy on Overdone AI Infrastructure Spending Fears That Could Rise 30% and 50%, According to One Wall Street Analyst
↗
April 12, 2026
The stocks of Alphabet and Amazon have big upside, according to BNP Paribas, and I agree.
Via
The Motley Fool
Topics
Artificial Intelligence
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