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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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Morgan Stanley
(NY:
MS
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182.66
+0.78 (+0.43%)
Official Closing Price
Updated: 7:00 PM EST, Jan 27, 2026
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The Great Rotation: Small-Caps Lead 2026 Market Charge as Tech Giants Stumble
January 06, 2026
The first week of 2026 has delivered a definitive verdict on the next phase of the bull market: the era of mega-cap dominance is yielding to the rise of the small-cap. In a dramatic "Great Rotation,"...
Via
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Axon (AXON) Shares Skyrocket, What You Need To Know
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Crude Prices Retreat on Dollar Strength and Energy Demand Concerns
January 06, 2026
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January 06, 2026
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Veeva Systems (VEEV) Stock Trades Up, Here Is Why
January 06, 2026
Shares of life sciences cloud software provider Veeva Systems (NYSE:VEEV) jumped 6.6% in the afternoon session after the company's Board of Directors approved a share repurchase program, authorizing...
Via
StockStory
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The Great Consolidation: EP Wealth Kicks Off 2026 With $730 Million Arizona Acquisition
January 06, 2026
In a move that signals a relentless continuation of the wealth management industry’s consolidation trend, EP Wealth Advisors ("EP Wealth") has officially announced its acquisition of Capital Insight...
Via
MarketMinute
Topics
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Initial Public Offering
Regulatory Compliance
Why Planet Labs Stock Powered Nearly 66% Higher Last Month
↗
January 06, 2026
Several factors helped the space company defy gravity in December.
Via
The Motley Fool
Topics
Artificial Intelligence
The Death of the 'Sell' Rating: Why Wall Street Has Stopped Saying 'No'
January 06, 2026
As of January 6, 2026, a peculiar silence has fallen over the research departments of the world’s largest investment banks. The "Sell" rating, once a staple of rigorous fundamental analysis, has become...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Great Unlocking: Economic Clarity Flushes Trillions in Private Equity Dry Powder into US Markets
January 06, 2026
As of early January 2026, the "Great Hesitation" that gripped the private equity landscape for nearly three years has officially thawed. With the Federal Reserve signaling a sustained period of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Great Unlocking: How Morgan Stanley and the Global M&A Engine Are Powering a 2026 Dealmaking Renaissance
January 06, 2026
As the calendar turns to January 6, 2026, the global financial landscape is witnessing a dramatic resurgence in corporate dealmaking that has effectively ended the "deal desert" of the early 2020s. Led...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Great Consensus: Wall Street Enters 2026 with Record Optimism and a Near-Total Absence of Dissent
January 06, 2026
As the opening bells of 2026 ring across the New York Stock Exchange, the atmosphere on Wall Street is not just bullish—it is historically, perhaps even precariously, unanimous. Equity analysts have...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Great Unlocking: Why 2026 is Becoming the Year of the Megadeal
January 06, 2026
As the first week of January 2026 unfolds, the American financial landscape is witnessing a seismic shift in corporate strategy. After two years of tentative "wait-and-see" posturing, the floodgates of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Morgan Stanley Files For Bitcoin ETF, Goldman Names Top 2026 Crypto Picks
↗
January 06, 2026
Bitcoin holds near $94,000 after weekend rally. Morgan Stanley to enter crypto ETFs. Goldman Sachs highlights crypto buys for 2026.
Via
Investor's Business Daily
Topics
ETFs
The Venezuela Shock: Energy Surge Propels Dow Jones Toward 50,000 Milestone
January 06, 2026
As of January 6, 2026, the financial landscape has been fundamentally reshaped by a seismic geopolitical event in South America. The Dow Jones Industrial Average (DJIA) has surged to record heights,...
Via
MarketMinute
Topics
Economy
Stocks
Energy Giants Propel Dow to Historic 49,000 Milestone as Chevron Leads Sector Surge
January 06, 2026
The Dow Jones Industrial Average (INDEXDJX: .DJI) surged to a new all-time high as the first trading week of 2026 commenced, driven by a powerful rally in the energy sector. On January 5, 2026, the...
Via
MarketMinute
Topics
Economy
Stocks
Fed’s Barkin Signals ‘Delicate Balance’ on Dual Mandate, Triggering Volatility in Precious Metals
January 06, 2026
In a high-stakes address that has sent ripples through global commodity markets, Richmond Federal Reserve President Tom Barkin warned on Tuesday that the U.S. central bank is now facing symmetric risks...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Morgan Stanley Investment Management Files Initial Registration Statements for Two Cryptocurrency ETPs
January 06, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Morgan Stanley Files For Bitcoin, Solana ETFs As Institutions Buy $1.16B In 2 Days
↗
January 06, 2026
Morgan Stanley (NYSE:MS) filed to launch Bitcoin
Via
Benzinga
Topics
ETFs
Morgan Stanley Capital Partners Completes the Sale of Alliance Technical Group
January 06, 2026
From
Morgan Stanley Capital Partners
Via
Business Wire
The Motley Fool Interviews NYU Professor Vasant Dhar: Thinking With Machines
↗
January 06, 2026
NYU Professor of Business Vasant Dhar is a pioneer in the field of artificial intelligence. He's the host of the "Brave New World" podcast, and author of the new book "Thinking with Machines: The Brave...
Via
The Motley Fool
Topics
Artificial Intelligence
Not JPMorgan Or Goldman – Morgan Stanley Becomes First US Bank To File For Bitcoin, Solana ETFs
↗
January 06, 2026
SEC filings show Morgan Stanley is seeking to issue its own Bitcoin and Solana ETFs rather than distribute third-party products.
Via
Stocktwits
Topics
ETFs
Government
Regulatory Compliance
Will the Stock Market Soar Again in 2026? Wall Street Has a Clear Answer for Investors.
↗
January 06, 2026
The stock market faces several headwinds in 2026, but Wall Street still expects another year of double-digit gains.
Via
The Motley Fool
Topics
Economy
Government
World Trade
2 Cash-Producing Stocks to Keep an Eye On and 1 We Ignore
January 05, 2026
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Via
StockStory
Chevron’s High-Stakes Gambit: The Last U.S. Oil Giant in a Post-Maduro Venezuela
January 05, 2026
The geopolitical landscape of South America shifted seismically this week as the long-standing political deadlock in Caracas reached a dramatic and unexpected conclusion. Following years of "maximum...
Via
MarketMinute
The Great Rotation: Why Wall Street is Betting Big on Banks in 2026
January 05, 2026
As the opening bell of 2026 rings in a new era for the American markets, a profound shift in capital is underway. Investors are aggressively rotating out of the high-flying technology sector and into...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Why Nubank (NU) Stock Is Up Today
January 05, 2026
Shares of digital banking platform Nubank (NYSE:NU) jumped 4.9% in the afternoon session after the stock hit an all-time high amid positive analyst commentary and strong investor confidence.
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
The Platform Paradox: Tenable Hits 52-Week Low as Cybersecurity Giants Crowd Out the Specialists
January 05, 2026
The cybersecurity landscape faced a stark reality check on January 5, 2026, as Tenable Holdings (NASDAQ: TENB), a long-standing leader in vulnerability management, saw its shares tumble to a new...
Via
MarketMinute
Topics
Artificial Intelligence
Regulatory Compliance
2026 Stock Market Outlook: High Valuations and Policy Risks Create a High-Stakes Environment
January 05, 2026
As the calendar turns to January 5, 2026, investors find themselves at a precarious crossroads. While the S&P 500 continues to ride the momentum of a multi-year bull run fueled by artificial...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Alpha Restored: How D.E. Shaw and Bridgewater Navigated 2025’s Volatility to Reshape Institutional Playbooks for 2026
January 05, 2026
As the final tallies for 2025 trickle into investor portals this first week of January 2026, it is clear that the "Alpha Winter" has officially thawed. In a year defined by aggressive geopolitical...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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