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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
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
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Apple
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Updated: 4:00 PM EDT, Apr 15, 2026
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Yields Ascendant: 10-Year Treasury Tests 4.37% as Inflationary Ghosts and Energy Costs Haunt Markets
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The Great Rebalancing: Small-Caps Stage Historic Comeback as Valuation Gap Hits 30-Year Extremes
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The AI Supercycle Accelerates: Micron Shakes the Market with 771% Profit Surge
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Micron Technology (NASDAQ: MU) has sent shockwaves through the financial world, reporting a staggering 771% year-over-year increase in net income for its fiscal second quarter of 2026. The results,...
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Silicon Fortress: How the AI Productivity Boom Shielded Intel and AMD From a Broader Market Rout
April 02, 2026
In a trading session characterized by a sharp retreat in major indices, the semiconductor sector emerged as a rare bastion of growth, defying a wave of selling that swept through the broader market. On...
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Higher for Ever? Market Expectations Pivot to Zero Fed Rate Cuts in 2026
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Big Bank Earnings Preview: High Profitability and the Resurgence of Deal-Making
April 02, 2026
As the first quarter of 2026 comes to a close, the financial world is turning its collective gaze toward mid-April, when the titans of American banking are scheduled to kick off the spring earnings...
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Market Volatility Surges as President Trump Escalates Iran Rhetoric
April 02, 2026
Global financial markets were thrown into a state of heightened volatility late yesterday following a televised address by President Donald Trump, in which he signaled a significant escalation in the...
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Wall Street Slumps as Middle East Tensions and Oil Surge Above $110 Sour Market Sentiment
April 02, 2026
Wall Street closed a volatile, holiday-shortened week on a somber note this Thursday, April 2, 2026, as geopolitical instability in the Middle East and a dramatic spike in energy prices sent shockwaves...
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Meet the 2 Vanguard ETFs That Are Issuing 6-for-1 Stock Splits in April. Here's Why Both Are Buys Now.
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April 02, 2026
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Apple Just Turned 50 Years Old. Is the AAPL Stock Cake Stale or Sweet?
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Apple has kept up with the decades, starting with gaming products and Macs to iPods, iPhones, and smartwatches. So can the first U.S. company to hit $1 trillion continue on its famous expansion...
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Amazon is Considering a $9 Billion Deal to Acquire Satellite Communications Company Globalstar. Here's Why Amazon, Apple, and Tesla Investors Should Pay Attention.
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Nvidia, Apple Are Outgunning Defense Stocks During A War — That's Weird
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Big Tech stocks like NVDA and AAPL are outperforming defense plays like ITA ETF during the Iran war, signaling an unusual shift in investor behavior.
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Is Apple Stock Overvalued Or Undervalued?
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Apple Inc shares are trading marginally lower on Thursday, moving against a generally constructive tape even as Technology holds modest gains.
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Innovative Vending Machine Ideas for 2026: How AI Robotic Coffee Kiosks Are Revolutionizing Unmanned Retail
April 02, 2026
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Geopolitical Tug-of-War: S&P 500 Defies Iran Tensions to Post Gains Amid Volatile Trading
April 02, 2026
The S&P 500 Index (NYSEARCA: SPY) managed to carve out a gain on Thursday, April 2, 2026, as investors navigated a minefield of conflicting geopolitical signals. The benchmark index rose 46.8 points,...
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Iran Identifies Palantir as a ‘Legitimate Target’ for Threatened Attacks: Should You Sell PLTR Stock Now?
April 02, 2026
The Islamic Revolutionary Guard has said that multiple large-cap tech stocks could face a new wave of retaliatory attacks.
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Apple's AI Strategy Is Pivoting. Here's Why That Could Be Great News for the Stock.
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April 02, 2026
The company has made a 180-degree reversal of a long-embraced philosophy. And it's strategically brilliant, given the alternative.
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BitGW Introduces Mobile App Upgrade to Enhance Performance and User Experience
April 02, 2026
Auburn, Washington--(Newsfile Corp. - April 2, 2026) - BitGW today announced the release of Version 3.0.2 of its mobile application,...
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The Great Rotation: Small-Cap Stocks Poised for Multi-Year Leadership in 2026
April 02, 2026
After nearly a decade of dominance by a handful of Silicon Valley titans, the tides of the global financial markets have officially turned. In the opening months of 2026, the long-anticipated "Great...
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S&P 500 Teeters on the Brink: Technical Analysis of the 10% Correction and the Volatile Ceasefire Relief Rally
April 02, 2026
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The Invisible Hand: How Dark Pool Surges Predicted the Massive April 2026 Tech Breakout
April 02, 2026
On April 1, 2026, the global financial markets witnessed a tectonic shift as the S&P 500 and Nasdaq 100 broke out of a three-month "growth scare," surging 2.9% and 3.8% respectively in a single trading...
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The Financial Vibe Check: Why JPMorgan’s Q1 2026 Earnings Are the Market’s New Compass
April 02, 2026
As the first quarter of 2026 draws to a close, all eyes are fixed on April 14, when JPMorgan Chase & Co. (NYSE: JPM) is set to release its Q1 earnings report. For years, the bank has been dubbed the...
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This Tech ETF Is Down 16% From Its Peak. Here's Why I'm Still Buying.
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April 02, 2026
Despite falling prices, now can be a smart time to buy more.
Via
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Amazon vs. Apple: Which Is the Better Artificial Intelligence (AI) Stock to Buy Today?
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April 02, 2026
These two giants have different approaches to AI.
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Citi Defies Geopolitical Gloom with Bold 7,700 S&P 500 Forecast Amid Global Energy Shocks
April 02, 2026
As the second quarter of 2026 begins under a cloud of geopolitical uncertainty and volatile energy prices, Citigroup (NYSE: C) has doubled down on its optimistic outlook for the U.S. equity market....
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"Crooked Soldiers" Hits #1 New Release in Cultural, Ethnic & Regional Humor on Amazon
April 02, 2026
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The $1.75 Trillion Orbit: SpaceX Files for Historic IPO as Market Braces for ‘Project Apex’
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In a move that has sent shockwaves through global capital markets, SpaceX has officially filed confidential draft registration documents with the Securities and Exchange Commission (SEC) for an initial...
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