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home
about us
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Firm ADV PDFs
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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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
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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
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RSVP-Signup Form
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Bank of America
(NY:
BAC
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50.28
UNCHANGED
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Updated: 7:00 PM EDT, Apr 7, 2026
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Treasury Resilience: TLT Defies Dollar Devaluation and Global Unrest in Surprising Breakout
February 24, 2026
As of February 24, 2026, the fixed-income market is witnessing a historic anomaly that has confounded traditional macroeconomic models. The iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) is holding...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
The "Warsh Shock": Nomination of Kevin Warsh as Fed Chair Signals Aggressive Balance Sheet Pivot and 2026 Rate Normalization
February 24, 2026
WASHINGTON D.C. — In a move that has sent shockwaves through global fixed-income markets, the White House officially nominated Kevin Warsh to succeed Jerome Powell as the Chair of the Federal Reserve...
Via
MarketMinute
Topics
Bonds
Economy
Most active S&P500 stocks in Tuesday's session
↗
February 24, 2026
Via
Chartmill
The Great Rebalancing: Capital Abandons Silicon Valley for the 'Real Economy'
February 24, 2026
The financial landscape of early 2026 has been defined by a monumental "Great Rotation," as investors aggressively pull capital from the once-invincible mega-cap tech sector and reallocate it into the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Bank Of America Stock Edges Lower As Private Credit Turmoil, Tariff Jitters Weigh On Financials
↗
February 24, 2026
Bank of America shares are trading lower Tuesday as a financials sell-off deepens on private-credit panic and shifting U.S. tariff policy.
Via
Benzinga
Topics
World Trade
HIMS Stock Plummets After Wall Street Downgrade, Price Target Cuts Following 'Disappointing' Q4 Report
↗
February 24, 2026
HIMS stock is currently trading at levels last seen in September 2024 and has fallen over 50% year-to-date.
Via
Stocktwits
Topics
Artificial Intelligence
Why Arm Holdings Stock Was Moving Higher Today
↗
February 24, 2026
Arm is set to gain market share in the PC market.
Via
The Motley Fool
Topics
Artificial Intelligence
Is Bank of America Stock Underperforming the S&P 500?
February 24, 2026
While Bank of America has underperformed the SPX over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.
Via
Barchart.com
Topics
Stocks
Technical Tremor: Financial Sector Slumps as XLF Shatters Critical $50.90 Support
February 24, 2026
NEW YORK – The financial sector is reeling today as the Financial Select Sector SPDR Fund (XLF: ARCA) decisively broke through its intermediate support level of $50.90, signaling a potential shift in...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
Is JPMorgan Chase Stock Outperforming the Dow?
February 24, 2026
JPMorgan Chase has slightly outpaced the Dow Jones Industrial Average over the past year, and Wall Street’s view remains constructively bullish, reflecting confidence in the bank’s earnings power and...
Via
Barchart.com
Topics
Credit Cards
Economy
Stocks
Booking Holdings Is the First Blockbuster Stock Split of 2026 -- and the Table Is Set for This Company (Up 1,620% Since Its IPO) to Follow in Its Footsteps
↗
February 24, 2026
A one-of-a-kind member of Wall Street's "Magnificent Seven" is ideally positioned to become the next stock-split stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Why Alight Stock Got Mashed on Monday
↗
February 23, 2026
The fallout continued to rain down from the company's poorly received earnings report last week.
Via
The Motley Fool
The $40 Billion Backstop: Larry Ellison’s Personal Guarantee Tips the Scales in Paramount’s Pursuit of Warner Bros. Discovery
February 23, 2026
The $40 Billion Backstop: Larry Ellison’s Personal Guarantee Tips the Scales in Paramount’s Pursuit of Warner Bros. Discovery In a move that has sent shockwaves through the upper echelons of both...
Via
MarketMinute
Topics
Intellectual Property
Monday's session: most active stock in the S&P500 index
↗
February 23, 2026
Via
Chartmill
First Watch, Wingstop, CAVA, Shake Shack, and Bloomin' Brands Stocks Trade Down, What You Need To Know
February 23, 2026
A number of stocks fell in the afternoon session after the Trump administration's announcement of new global tariffs, reignited trade policy uncertainty. The move came swiftly after the Supreme Court...
Via
StockStory
Topics
Government
World Trade
Do Wall Street Analysts Like Fair Isaac Stock?
February 23, 2026
While Fair Isaac has considerably trailed the S&P 500 over the past 52 weeks, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Stocks
Flight to Safety: 10-Year Treasury Yields Drift to 4.09% as Inflation Cools and Geopolitical Tensions Rise
February 23, 2026
The U.S. bond market witnessed a significant shift in sentiment this February, as the benchmark 10-year Treasury yield drifted down to approximately 4.09%, marking a notable retreat from the highs seen...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Gold shatters $5,000: A new era for global finance as 'Sell America' trade takes hold
February 23, 2026
NEW YORK — In a move that has sent shockwaves through global financial centers, gold prices officially breached the historic $5,000 per ounce mark during early trading on February 23, 2026. The surge...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Move Over, Apple: Berkshire Hathaway Is on Track to Have a New No. 1 Holding Following Warren Buffett's Retirement
↗
February 23, 2026
A company once described as an "indefinite" holding by Warren Buffett, which has been continuously held since 1991, may soon be Berkshire's largest investment.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Institutional Investors Just Sent a Historic $8.3 Billion Warning to Wall Street -- but Are Investors Paying Attention?
↗
February 22, 2026
Wall Street's professional investors are making dubious history.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
3 Stock-Split Stocks to Buy Before They Soar Between 73% and 149% According to Select Wall Street Analysts
↗
February 22, 2026
These three stock-split stocks still have room to run.
Via
The Motley Fool
Warren Buffett’s Last Investment Was This Stock. Should You Follow the Oracle and Buy It Too?
February 21, 2026
Buffett's Berkshire picked up five million shares of the newspaper company.
Via
Barchart.com
Bank Of America Pledges $25B To Expand Private Credit Lending
↗
February 20, 2026
Bank of America is expanding its private credit investments with a $25 billion commitment, building on its current direct-lending activities.
Via
Benzinga
Home Construction Rebound Looks Shaky, Says Analyst
↗
February 20, 2026
Housing starts rose 6.2% in December 2025, but Bank of America Securities is skeptical, citing a 7.3% decline compared to last year.
Via
Benzinga
Trump’s “Central Casting” Choice: Kevin Warsh Nominated to Lead Federal Reserve into New Era
February 20, 2026
President Donald Trump has officially nominated former Federal Reserve Governor Kevin Warsh to succeed Jerome Powell as Chair of the Federal Reserve, a move that signals a seismic shift in American...
Via
MarketMinute
Topics
Economy
Government
World Trade
OPEN Stock Attracts Bigger Bet From SRx Health Solutions Amid Strong Q4 Results
↗
February 20, 2026
SRx Health Solutions announced on Friday that it is increasing its ownership in Opendoor Technologies by 30%.
Via
Stocktwits
Sticky Inflation: December PCE Data Reignition Challenges Federal Reserve’s Rate-Cut Path
February 20, 2026
The Federal Reserve’s battle against inflation met a significant hurdle this morning as the Bureau of Economic Analysis (BEA) released the long-awaited Personal Consumption Expenditures (PCE) price...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Huntington Ingalls Industries Stock: Is Wall Street Bullish or Bearish?
February 20, 2026
As Huntington Ingalls Industries has significantly outperformed the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Bank of America Is Adding New Rewards for Many Customers -- and Slashing Rewards for Others
↗
February 20, 2026
On May 27, Bank of America is replacing Preferred Rewards with BofA Rewards. See who gets bigger credit card bonuses -- and who could lose perks.
Via
The Motley Fool
Topics
Credit Cards
The Great Fiber Pivot: A Deep Dive into Cogent Communications (Nasdaq: CCOI)
February 20, 2026
Date: February 20, 2026 Introduction Cogent Communications Holdings, Inc. (Nasdaq: CCOI) stands at a critical juncture in the global telecommunications landscape. Long known as the "low-cost disruptor"...
Via
Finterra
Topics
Artificial Intelligence
Economy
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