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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
Quarterly Performance Reports
Total Asset Fund (TAF)
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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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EVENTS
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Event Schedule
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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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Featured Quarterly Newsletter
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International Business Machines
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Google’s AI Flood Forecasting Reaches 100-Country Milestone, Delivering Seven-Day Warnings to 700 Million People
January 14, 2026
Alphabet Inc. (NASDAQ: GOOGL) has reached a historic milestone in its mission to leverage artificial intelligence for climate resilience, announcing that its AI-powered flood forecasting system now...
Via
TokenRing AI
Topics
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Climate Change
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Texas Bolsters Semiconductor Sovereignty with $15.2 Million Grant for Tekscend Photomask Expansion
January 14, 2026
In a decisive move to fortify the domestic semiconductor supply chain, Texas Governor Greg Abbott announced today, January 14, 2026, a $15.2 million grant from the Texas Semiconductor Innovation Fund...
Via
TokenRing AI
Topics
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Initial Public Offering
The Efficiency Engine: 4.9% Productivity Surge Fuels Fed's 'Soft Landing' Dreams
January 14, 2026
The Bureau of Labor Statistics (BLS) reported on January 8, 2026, that nonfarm business sector productivity surged by a staggering 4.9% annualized rate in the third quarter of 2025. This efficiency...
Via
MarketMinute
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The Renaissance of Compute: A 2026 Deep Dive into AMD’s AI Transformation
January 14, 2026
Advanced Micro Devices, Inc. (Nasdaq: AMD) enters 2026 as a pivotal player in the "Great Decoupling" of the global supply chain and the rapid expansion of AI-driven compute. No longer just a component...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Economy
IBM Q4 2025 Preview: The Renaissance of Big Blue in the Era of Agentic AI
January 14, 2026
As of today, January 14, 2026, International Business Machines Corp. (NYSE: IBM) has officially set the stage for its upcoming fourth-quarter and full-year 2025 financial results call. This...
Via
Finterra
Topics
Artificial Intelligence
Earnings
The Bitcoin Treasury King: A Deep-Dive Research Report on MicroStrategy (MSTR)
January 14, 2026
Today’s Date: January 14, 2026 Introduction MicroStrategy Incorporated (Nasdaq: MSTR) has evolved from a conventional enterprise software vendor into a unique financial phenomenon: the world’s first...
Via
Finterra
Topics
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ETFs
Economy
The AMD Transformation: From x86 Underdog to AI Systems Architect
January 14, 2026
As of January 14, 2026, the semiconductor industry has reached a "Great Decoupling," shifting from a CPU-centric world to one dominated by massive AI infrastructure. At the heart of this transformation...
Via
Finterra
Topics
Artificial Intelligence
Economy
Retirement
Privion Unveils Brand-Native AI Agents for Seamless Business Integration
January 14, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Japan’s $6 Billion ‘Sovereign AI’ Gamble: A Bold Bid for Silicon and Software Independence
January 13, 2026
TOKYO — In a decisive move to reclaim its status as a global technology superpower, the Japanese government has officially greenlit a massive $6.34 billion (¥1 trillion) "Sovereign AI" initiative....
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The High-Wire Act: Why Mega-Cap Tech’s 'Priced for Perfection' Valuations Face a Reckoning in 2026
January 13, 2026
As of January 13, 2026, the U.S. equity markets find themselves at a precarious summit. While the S&P 500 continues to hover near all-time highs, a sense of "valuation vertigo" has taken hold among...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
The Tariff Paradox: How Trump's 'Liberation Day' Protectionism Sparked a $2.3 Trillion M&A Feeding Frenzy
January 13, 2026
As of mid-January 2026, the American economic landscape is witnessing a phenomenon few analysts predicted a year ago. Despite the sweeping protectionist measures introduced under President Trump’s...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Quantum Computing Stocks: UBS Eyes IBM, Google, IonQ. Infleqtion To Go Public.
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January 13, 2026
Add UBS to the growing number of Wall Street firms paying attention to quantum computing stocks. UBS says IBM and Google bear watching.
Via
Investor's Business Daily
The AI Pivot: A Comprehensive Deep-Dive into Concentrix Corporation (CNXC)
January 13, 2026
As of January 13, 2026, the global Business Process Outsourcing (BPO) landscape is undergoing its most radical transformation since the dawn of the internet. At the center of this storm is Concentrix...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
Move Over, AI Stocks: Wall Street Is Likely to Welcome a New Member to the Trillion-Dollar Club in 2026
↗
January 13, 2026
The industry leader with the clearest path to become the next trillion-dollar company is one of Wall Street's most prolific stock-split stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Want to Invest in AI Stocks in 2026? Here's Why This Popular Tech ETF Might Not Be a Good Choice
↗
January 13, 2026
Choosing this ETF could leave investors missing key companies.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
1 Safe-and-Steady Stock with Impressive Fundamentals and 2 We Avoid
January 12, 2026
A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
Via
StockStory
Topics
Artificial Intelligence
Will Rigetti Computing Stock Make You a Millionaire?
↗
January 12, 2026
Rigetti Computing is a small company operating in a huge potential market.
Via
The Motley Fool
The Rising Sun of Silicon: Japan’s $6 Billion Gambit to Reclaim the Semiconductor Throne
January 12, 2026
In a decisive move to restore its status as a global technological powerhouse, the Japanese government has finalized a massive $6 billion (approximately 920 billion yen) investment into its home-grown...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
Nvidia Defies "Old Economy" Headwinds: AI Juggernaut Surges as Dow Lags Under Regulatory and Manufacturing Strain
January 12, 2026
As the opening bell of 2026 rings in a new era of market bifurcation, Nvidia Corp. (Nasdaq: NVDA) continues to demonstrate a singular resilience that has left the broader market in its wake. While the...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Members Heritage Credit Union Taps Scienaptic AI to Power Frictionless, Inclusive Credit Decisions and Transform Lending
January 12, 2026
Via
PRLog
Topics
Artificial Intelligence
Quantum Computing Stocks: 'Winner-Take-All Scenario' Possible, Says JPMorgan
↗
January 12, 2026
A "winner-take-all scenario" is possible, said JPMorgan in a report on quantum computing stocks that looked at IBM, Google and other players.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Want to Invest in Quantum Computing? These 3 Stocks Are Great Buys Right Now.
↗
January 10, 2026
Investing in the pure-play start-ups is not the only way to gain exposure to this nascent technology.
Via
The Motley Fool
December Jobs Report: Unemployment Hits 4.4% as Hiring Slows, Signaling a Fed Pause
January 09, 2026
The U.S. labor market closed out 2025 on a complex note, with the December jobs report revealing a resilient but cooling landscape. While the unemployment rate unexpectedly ticked down to 4.4%, the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Immigration
The End of the Black Box: How Explainable AI is Transforming High-Stakes Decision Making in 2026
January 09, 2026
As we enter 2026, the artificial intelligence landscape has reached a critical inflection point. The era of "black box" models—systems that provide accurate answers but offer no insight into their...
Via
TokenRing AI
Topics
Artificial Intelligence
Fraud
Why Warren Buffett Finally Bought Alphabet Shares
↗
January 09, 2026
Shares of Alphabet have surged 559% since Buffett lamented passing on the stock in 2017.
Via
The Motley Fool
The AI Utility: A Deep-Dive into Microsoft (MSFT) in 2026
January 09, 2026
As of January 9, 2026, Microsoft Corporation (NASDAQ: MSFT) stands not merely as a software giant, but as the foundational utility of the global artificial intelligence economy. In a market narrative...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
D-Wave’s $550 Million Leap: The Strategic Pivot to a Dual-Platform Quantum Future
January 09, 2026
In a move that has sent shockwaves through the emerging quantum computing sector, D-Wave Quantum Inc. (NYSE: QBTS) officially announced on January 7, 2026, its definitive agreement to acquire Quantum...
Via
MarketMinute
Topics
Intellectual Property
The Silicon Brain Awakens: Neuromorphic Computing Escapes the Lab to Power the Edge AI Revolution
January 09, 2026
The long-promised era of "brain-like" computing has officially transitioned from academic curiosity to commercial reality. As of early 2026, a wave of breakthroughs in neuromorphic engineering is...
Via
TokenRing AI
Topics
Artificial Intelligence
3 ETFs Set for Explosive Growth in 2026 as Generative AI Adoption Soars
↗
January 09, 2026
There are some great ways to get generative AI exposure, including some that aren't quite so obvious.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
The Edge of Intelligence: IBM and Datavault AI Launch Real-Time Urban AI Networks in New York and Philadelphia
January 08, 2026
In a move that signals a paradigm shift for the "Smart City" movement, Datavault AI (Nasdaq: DVLT) and IBM (NYSE: IBM) officially activated a groundbreaking edge AI deployment across New York and...
Via
TokenRing AI
Topics
Artificial Intelligence
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