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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
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TAF sm Program
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Quarterly Performance Reports
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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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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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Apple
(NQ:
AAPL
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313.33
+0.92 (+0.29%)
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Updated: 4:00 PM EDT, Aug 7, 2026
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3 Things Investors Can Expect When Tim Cook Steps Down as CEO in September After 15 Years and Hands the Reins to John Ternus
↗
July 23, 2026
The CEO transition is unlikely to change the company's direction overnight, but Ternus' success will ultimately be judged on whether he can deliver AI-powered innovation without sacrificing Apple's...
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Intel Earnings Prediction Market Preview: What Will Lip-Bu Tan Say?
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July 23, 2026
Intel reports Q2 earnings today. Kalshi traders bet on which words Lip-Bu Tan says, from Foundry to Mobileye, and why Apple sits at just 22%.
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1 Brilliant Dividend ETF to Build Long-Term Passive Income
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July 23, 2026
An ETF with double-digit annualized returns and an above-average 2.6% yield? Tell me more.
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Rent Audi Q8 Dubai — Bold Presence, Effortless Power
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July 23, 2026
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Polska-IPTV vs IPTV Door – Która Usługa Streamingowa Jest Lepsza w 2026?
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July 23, 2026
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Is Apple Stock a Buy Right Now?
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July 23, 2026
Shares in the dominant consumer tech enterprise have soared 22% so far in 2026.
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Does Your ETF Portfolio Reflect Your Goals? A Look at the SPDR Global Stock Market ETF vs. the Climate Paris Aligned ETF.
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July 23, 2026
One offers broad market exposure at a lower cost; the other screens for climate-conscious investing with a higher dividend yield.
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Kruse Motors Announces Availability of the 2027 GMC Terrain for Drivers Across Southwest Minnesota
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Xtreme HD IPTV: What You're Actually Signing Up For
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July 23, 2026
IntroductionBefore putting money into any IPTV subscription, most people want three questions answered — does the app work well, what channels do I actuall
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Apple Could Seize a Quarter of the Foldable Phone Market in Year One
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July 23, 2026
Global foldable phone shipments to rise 21% in 2026 as Apple enters the market against leader Samsung, says Counterpoint.
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Mega IPOs Like SpaceX Reshape Major Index Funds and ETFs
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July 23, 2026
An IPO doesn't just move the value of the new stock. Here's how the SpaceX IPO has impacted millions of passive investors.
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Apple Is Reportedly Launching a Device-Leasing Program With Klarna on July 28. Here's What It Means for iPhone Revenue.
↗
July 22, 2026
Leasing could change how the iPhone maker's biggest revenue line behaves.
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Mobilo Ranks #1 in Expert Review of the Best Digital Business Cards for SMBs in 2026
July 22, 2026
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The Risk in Apple's Stock That Nobody Is Talking About
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July 22, 2026
The iPhone maker's stock has gotten expensive.
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Alphabet (NASDAQ:GOOGL) Posts Better-Than-Expected Sales In Q2 CY2026
July 22, 2026
Online advertising giant Alphabet (NASDAQ:GOOGL) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 24.2% year on year to ...
Via
StockStory
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Data Centres Are the New Gold Rush: Here’s Where I’d Invest
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July 22, 2026
Alphabet (NASDAQ:GOOG) might be the big steal in the AI data centre boom.
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TSMC Can't Make Chips Fast Enough, and Rivals Are Pouncing
↗
July 22, 2026
Record profits, but more worries.
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The Motley Fool
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Earnings
Here's How Much Berkshire Hathaway's Apple Stake Would Be Worth If Warren Buffett Never Sold a Share
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July 22, 2026
Buffett missed out on hundreds of billions of dollars in gains by selling early.
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These dow jones stocks are moving in today's session
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July 22, 2026
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TopexCard launches new crypto card platform with $1 issuance
July 22, 2026
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TSMC Just Increased Its Investment in America by $100 Billion. Here's What That Means for the AI Semiconductor Stock Trade.
↗
July 22, 2026
Taiwan Semiconductor Manufacturing is trying to balance demand implications without getting too ahead of itself.
Via
The Motley Fool
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Artificial Intelligence
Economy
Supply Chain
Why Apple Could Be the Last One Standing in the Tech Wreck
↗
July 22, 2026
Apple shares have rallied about 20% since June, outpacing AI peers, as low capital spending and a huge device ecosystem shield it from AI infrastructure investment worries ahead of earnings.
Via
MarketBeat
Topics
Artificial Intelligence
These 8 Words From Warren Buffett Suggest the Former Berkshire Hathaway CEO Still Has a Huge Impact on the Business
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July 22, 2026
Berkshire may have a new CEO, but it would likely be run similarly if Buffett were still in charge.
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3 ETFs That Give Investors Access to Global Tech Beyond the U.S.
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July 22, 2026
IXN, BOTZ, and IEMG offer investors varying levels of international tech and AI exposure, with different concentration levels, expense ratios, and year-to-date performance.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
What's Going on With Apple Stock Wednesday?
↗
July 22, 2026
Apple slips in premarket as tech weakens. With Q3 earnings on July 30, can AAPL hold its bullish trend? Read the full analysis.
Via
Benzinga
Prediction: Micron and Sandisk Stocks Will Both Plummet After July 30
↗
July 22, 2026
Apple reports earnings on July 30, and CEO Tim Cook could make an announcement that sends shares of Micron and Sandisk plunging.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Last Time the S&P 500 Crossed This Valuation Milestone, the Stock Market Crashed by 49%. Will History Repeat?
↗
July 22, 2026
The S&P 500 has only been this expensive on one other occasion in the past century.
Via
The Motley Fool
Topics
Economy
Stocks
Apple vs. Nvidia: Which Is the Better Megacap Stock to Buy?
↗
July 22, 2026
Apple and Nvidia are the two largest companies in the world.
Via
The Motley Fool
Topics
Artificial Intelligence
Why AppLovin Stock Fell 24% in the First Half of 2026
↗
July 22, 2026
Fears of disruption and competition pressured the adtech stock.
Via
The Motley Fool
Topics
Artificial Intelligence
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