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home
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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
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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
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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
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Alphabet-A
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Great News for Broadcom Stock Investors
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The stocks of Alphabet and Amazon have big upside, according to BNP Paribas, and I agree.
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Catalyst Alert: Alphabet Just Made Broadcom's Stock a Must-Buy
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Broadcom's growth prospects just got even bigger.
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The Artificial Intelligence (AI) Stock Market Is Sending Mixed Signals Right Now. Here's How I'm Reading Them.
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Bull vs. Bear: Is Palantir a Buy or Sell?
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The Secret to Out-Innovating the Competition: Inside the Tesla Playbook
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Alphabet vs. Oracle: Here's What the Debt Market Is Saying
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You might be surprised by the nuanced difference between what the equity markets and debt markets think about artificial intelligence (AI) investment.
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Amazon Looks to Space
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Billionaire Bill Ackman Has 39% of His Hedge Fund's $17.7 Billion Stock Portfolio Invested in 3 Stellar Companies
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Agentic AI Is the Next Big Thing in AI. Here Are the 5 Best Stocks to Capitalize on It.
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2.5 Billion Reasons Apple Might Be the Best Artificial Intelligence (AI) Stock to Buy Today
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This Is the Smartest Artificial Intelligence (AI) Stock to Buy With $500 Right Now
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Google And Four Blue Dots Lead 5 Stocks Near Buy Points
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What AI Fatigue? Anthropic's Red-Hot Growth Is Going to Supercharge These 3 AI Leaders.
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Markets ripped higher after the announcement of a two-week ceasefire between the U.S. and Iran. Inflation numbers that came in as expected helped equities hold those gains. Investors will get producer...
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Want to Own SpaceX Stock Before Its Blockbuster IPO? Here Are 3 Ways Investors Can Buy Right Now.
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Investors can get exposure to SpaceX ahead of its historic initial public offering.
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2 AI Stocks I'd Buy Before Sandisk -- Even After Its Stock Has Surged More Than 2,200% in the Past Year
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The memory specialist may be a hot stock in the AI space now, but for sustainable long-term options, look to the diversified tech giants.
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Oracle's Credit Risk Is At an All-Time High, Due to Heavy Investment in AI. Should Investors Be Concerned?
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Oracle's strong AI ambitions are being eclipsed by increasing leverage and weak cash flow.
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Why Broadcom Stock Is a Better Long-Term AI Stock to Buy Than Nvidia
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While Nvidia's astronomical margins highlight its dominance, they also expose the company to a key risk that a particular rival is well-positioned to exploit.
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The Great GPU Landgrab: CoreWeave Secures $6.8 Billion Agreement with Anthropic as the AI Infrastructure Arms Race Hits Fever Pitch
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I'm Calling It: Alphabet Stock Is a Buy Before June 2026
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Elon Musk's rocket ship company, SpaceX, is expected to go public this June. That is great news for Alphabet investors.
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Resilience Amid the Cool: March Payrolls Surprise Defies Softening Narratives
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Silicon Peak: Semiconductor Index Hits Record High as AI "Industrialization" Drives Trillion-Dollar Valuation
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The global technology landscape reached a historic milestone on April 10, 2026, as the Philadelphia Semiconductor Index (SOX) surged to an all-time closing high of 8,926.08. This record-breaking...
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OpenAI’s $122 Billion Pivot: The Restructuring that Redefined the ‘Innovation Supercycle’
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In a move that has fundamentally recalibrated the global technology sector, OpenAI finalized its massive $122 billion restructuring this week, officially transitioning into a Public Benefit Corporation...
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The Musk Megalith: SpaceX and xAI Merge to Form $1.25 Trillion 'Star-Intelligence' Empire
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The global financial landscape has been fundamentally reshaped this week as Elon Musk officially finalized the merger of his aerospace titan, SpaceX, and his rapidly ascending artificial intelligence...
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