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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
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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
Quarterly Performance Reports
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TAF sm Program
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Sample Portfolio
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
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Event Schedule
TAM
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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
Bond Fund Seminar
RSVP-Signup Form
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The Disciplined Giant: A Comprehensive Research Feature on Chevron Corporation (NYSE: CVX)
March 20, 2026
As of March 20, 2026, Chevron Corporation (NYSE: CVX) stands as a titan of industrial discipline in a global energy market defined by geopolitical friction and a massive shift in how power is consumed....
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The Blue-Chip of the Blue Flame: A Deep Dive into Cheniere Energy (LNG) in 2026
March 20, 2026
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The Global Energy Architect: A Deep-Dive Analysis of SLB (NYSE: SLB) in 2026
March 20, 2026
Date: March 20, 2026 Introduction As the global energy landscape navigates a complex intersection of energy security and decarbonization, SLB (NYSE: SLB) stands as the preeminent architect of the...
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March 20, 2026
Date: March 20, 2026 Introduction In the spring of 2026, the global energy landscape is defined by a complex "trilemma": the need for energy security, affordability, and sustainability. Standing at the...
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The AI Vault: Why Seagate Technology (STX) is Leading the 2026 Storage Supercycle
March 20, 2026
As of March 20, 2026, the technology landscape has been fundamentally reshaped by the "Storage Supercycle." At the heart of this transformation is Seagate Technology Holdings plc (Nasdaq: STX), a...
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The Resilience of Local Media: A Deep Dive into TEGNA Inc. (NYSE: TGNA)
March 20, 2026
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The Bloomberg of Earth Data: A 2026 Deep Dive into Planet Labs (NYSE: PL)
March 20, 2026
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The Great Integration: A Deep Dive into FedEx Corporation’s (FDX) 2026 Transformation
March 20, 2026
Date: March 20, 2026 Introduction As of March 2026, FedEx Corporation (NYSE: FDX) stands at the pinnacle of the most significant structural transformation in its 55-year history. Long defined by a...
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BlackRock's Rick Rieder Says Fed 'Patience' Is Right Call Despite $820 Billion Market Rout, Oil Spike
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March 20, 2026
BlackRock CIO Rick Rieder calls energy inflation spikes 'episodic,' justifying the Fed's patience on rates despite an $820B market selloff.
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Ethereum Price Prediction As ETH ETFs Eye Staking, Remittix Holders Set For Gold As Altcoin Goes Viral
March 20, 2026
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Anthropic Is Worth $380 Billion: This Little-Known ETF Could Let You Own a Piece Before It IPOs
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March 19, 2026
Anthropic recently closed a $30 billion Series G funding round valuing the company at $380 billion.
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The Motley Fool
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Bitcoin Price Prediction Searches Surge as ETF Inflows Return; Why Remittix Is Making Crypto News
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Adams Wealth Management Trims iShares AAA CLO Active ETF Holding, According to Recent SEC Filing
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The AWS of Fintech: A Deep Dive into SoFi Technologies (NASDAQ: SOFI)
March 19, 2026
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Amazon (AMZN) 2026 Analysis: The $200 Billion AI and Aerospace Pivot
March 19, 2026
As of March 19, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a pivotal crossroads in its thirty-year history. Once a humble online bookseller, the Seattle-based titan has evolved into a global...
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Nitrogen’s New Era: A Deep Dive into CF Industries (NYSE: CF) in 2026
March 19, 2026
As of March 19, 2026, CF Industries Holdings, Inc. (NYSE: CF) has emerged as one of the most pivotal players in the global industrial and agricultural landscape. Long regarded as a cyclical commodity...
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ServiceNow (NYSE: NOW): The AI Control Tower for the Modern Enterprise
March 19, 2026
As of March 19, 2026, ServiceNow (NYSE: NOW) stands as a definitive pillar of the enterprise software ecosystem. Often described as the "operating system for the modern enterprise," the company has...
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Exxon Mobil (XOM): The New Architecture of Energy Dominance in 2026
March 19, 2026
Published: March 19, 2026 Introduction As of March 2026, Exxon Mobil Corporation (NYSE: XOM) stands as the undisputed titan of the global energy sector, navigating a complex dual-track strategy that...
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ADP in 2026: Navigating the AI Frontier and Labor Market Headwinds
March 19, 2026
As of March 19, 2026, Automatic Data Processing, Inc. (NASDAQ: ADP) stands at a critical juncture in the global financial and labor markets. Long regarded as the "gold standard" of the payroll and...
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Intel’s Pivot Point: A 2026 Deep Dive into the Foundry-First Transformation
March 19, 2026
Today’s Date: March 19, 2026 Introduction Intel Corporation (NASDAQ: INTC) stands at a historic crossroads. Once the undisputed titan of the semiconductor world, the company spent the better part of...
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Apple at 50: The AI Super-Cycle and the $3.7 Trillion Frontier
March 19, 2026
As of March 19, 2026, Apple Inc. (NASDAQ: AAPL) stands on the precipice of its 50th anniversary, a milestone that marks its evolution from a hobbyist computer company in a California garage to a $3.7...
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The Inflection Point: Rivian’s High-Stakes Leap into the Mass Market
March 19, 2026
As of March 19, 2026, Rivian Automotive, Inc. (NASDAQ: RIVN) stands at the most significant crossroads in its 17-year history. After a decade of development and five years as a public entity, the...
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The Netflix Metamorphosis: From Streaming Pioneer to Diversified Media Giant (2026 Update)
March 19, 2026
As of March 19, 2026, Netflix Inc. (NASDAQ: NFLX) stands as a testament to the power of corporate reinvention. Once a disruptor of the video rental industry, Netflix has successfully navigated its most...
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The AI Infrastructure Titan: A Comprehensive Research Feature on Microsoft (MSFT)
March 19, 2026
As of March 19, 2026 Introduction Microsoft Corporation (NASDAQ: MSFT) remains the cornerstone of the global technological infrastructure, a $3-trillion-plus titan that has successfully navigated...
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FedEx (FDX) Deep Dive: The 2026 Transformation and the One FedEx Era
March 19, 2026
Date: March 19, 2026 Introduction As of March 19, 2026, FedEx Corporation (NYSE: FDX) stands at a historic crossroads. Long regarded as the gold standard of global logistics and the architect of the...
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Shell plc (SHEL): The Strategic Pivot of a Global Energy Titan
March 19, 2026
As of March 19, 2026, Shell plc (NYSE: SHEL) stands at a pivotal crossroads in its 119-year history. Once the standard-bearer for European corporate commitment to the Paris Agreement, the energy giant...
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The Bitcoin Treasury Titan: An In-Depth Research Feature on MicroStrategy (MSTR)
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Darden Restaurants (DRI): The Blueprint for Scaled Hospitality in 2026
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Date: March 19, 2026 Introduction As of March 2026, Darden Restaurants, Inc. (NYSE: DRI) stands as the undisputed titan of the North American full-service dining sector. With a portfolio that spans...
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Dell Technologies (DELL) 2026: Architecting the AI Factory Era
March 19, 2026
As of March 19, 2026, Dell Technologies Inc. (NYSE: DELL) stands at the epicenter of a tectonic shift in global computing. Once primarily known as a direct-to-consumer PC manufacturer, the Round Rock,...
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Five Below (FIVE): The Resilience of the Treasure Hunt Model in a Multi-Price Era
March 19, 2026
Date: March 19, 2026 Introduction In the volatile landscape of 2026 retail, few stories are as compelling as the resurgence of Five Below, Inc. (NASDAQ: FIVE). Long dismissed by skeptics as a "dollar...
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