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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
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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
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
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Caterpillar
(NY:
CAT
)
646.89
-0.29 (-0.04%)
Official Closing Price
Updated: 7:00 PM EST, Jan 16, 2026
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Caterpillar Earnings: Will Data Center Boost Offset Tariff Bite?
↗
October 28, 2025
Trump tariffs ratcheted up in August as the White House taxed finished steel imports.
Via
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October 28, 2025
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Dow Jones Soars Over 300 Points as Market Confidence Returns
October 28, 2025
New York, NY – October 28, 2025 – The Dow Jones Industrial Average (DJIA) experienced a significant surge today, climbing over 300 points in a robust display of renewed investor confidence. This...
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Earnings Scheduled For October 29, 2025
↗
October 29, 2025
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Caterpillar (NYSE:CAT) Delivers Impressive Q3
October 29, 2025
Construction equipment company Caterpillar (NYSE:CAT) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 9.5% year on year to $17.64 billion. Its non-GAAP profit of...
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October 29, 2025
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Bill Gates Foundation With Stakes In Microsoft, Berkshire, Waste Management, Faces Senate Inquiry Over Alleged $23 Million China Funding
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October 29, 2025
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Benzinga
Global Central Banks Face Dovish Dilemma Amid Cooling Economy and Job Market
October 28, 2025
The global economic landscape in late 2025 is marked by a palpable cooling, with a softening world economy and a decelerating global job market increasingly pushing major central banks towards a more...
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10 Industrials Stocks Whale Activity In Today's Session
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October 28, 2025
Via
Benzinga
Caterpillar In Prime Position As Data Centers Seek Faster, More Reliable Power
↗
October 28, 2025
Caterpillar Inc (NYSE: CAT) poised for growth in data center market. Analyst reiterates Market Perform rating and highlights Solar turbines as key asset.
Via
Benzinga
What This Fund’s $180 Million Treasury Bet Signals to Long-Term Investors
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October 28, 2025
What This Fund’s $180 Million Treasury Bet Signals to Long-Term Investors
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Atmos Energy Keeps Proving That Stability Wins Over Volatility
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October 27, 2025
Atmos Energy Keeps Proving That Stability Wins Over Volatility
Via
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Caterpillar (CAT) Reports Earnings Tomorrow: What To Expect
October 27, 2025
Construction equipment company Caterpillar (NYSE:CAT) will be reporting results this Wednesday before the bell. Here’s what to expect.
Via
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Federal Reserve Poised for Another Rate Cut: A Balancing Act for Borrowers and Markets
October 27, 2025
As of Monday, October 27, 2025, financial markets are on high alert, with a Federal Reserve interest rate cut widely anticipated this week, expected to be announced following the Federal Open Market...
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MarketMinute
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Gold and Silver Tumble as US-China Trade Deal Hopes Ignite Risk-On Sentiment
October 27, 2025
Kuala Lumpur, Malaysia – October 27, 2025 – Global financial markets are buzzing with optimism this Monday morning, as renewed hopes for an imminent US-China trade deal have sent a wave of relief...
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Gold's Gleam Dims: Trade Truce Between US and China Sends Safe-Haven Demand Tumbling
October 27, 2025
Gold prices have experienced a notable downturn in late October 2025, marking one of the sharpest corrections in over a decade. After an extraordinary rally throughout the year, which saw the precious...
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MarketMinute
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Wall Street's "Risk-On" Frenzy: Trade Optimism Ignites Markets to Record Highs
October 27, 2025
Wall Street is currently experiencing a robust "risk-on" sentiment, with major indices soaring to unprecedented levels in October 2025. This palpable enthusiasm is primarily fueled by growing optimism...
Via
MarketMinute
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Latest Inflation Data Fuels Expectations of Federal Reserve Rate Cut This Week, Sending Markets Higher
October 27, 2025
The financial world is abuzz with anticipation as the latest inflation data, particularly the September Consumer Price Index (CPI), strongly signals a forthcoming interest rate cut by the Federal...
Via
MarketMinute
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Caterpillar's Options: A Look at What the Big Money is Thinking
↗
October 27, 2025
Via
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Will Microsoft Announce a Stock Split on Oct. 29?
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October 27, 2025
Microsoft hasn't announced a stock split in over two decades.
Via
The Motley Fool
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Trump's White House Ballroom Donors Include Google, Micron, Palantir and More
↗
October 26, 2025
The $300 million cost of Trump's ballroom is being covered entirely by private donors, including several major corporations.
Via
Benzinga
Topics
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Market Minute: Dow Hits Record Highs, S&P 500 Surges Past 6,800 as Inflation Cools
October 24, 2025
October 24, 2025 – The U.S. stock market experienced an electrifying day of trading, with major indices soaring to unprecedented levels. The Dow Jones Industrial Average (DJIA) shattered previous...
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Hubbell Incorporated (NYSE: HUBB) Electrifies Investor Confidence with Robust 8% Dividend Hike
October 24, 2025
Shelton, CT – October 24, 2025 – Hubbell Incorporated (NYSE: HUBB), a leading global manufacturer of utility and electrical solutions, has announced an impressive 8% increase in its common stock...
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Federal Reserve Poised for Rate Cut: A Shifting Landscape for FX and Bond Markets Amidst U.S.-China Tensions
October 24, 2025
As October 2025 draws to a close, financial markets are bracing for another pivotal moment from the Federal Reserve. Following a 25-basis-point reduction in September, the Federal Open Market Committee...
Via
MarketMinute
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Inflation Cools, Fed Poised for Another Rate Cut: What it Means for Your Wallet and the Market
October 24, 2025
The financial markets are abuzz with the latest inflation data indicating a significant slowdown in underlying price pressures, setting the stage for the Federal Reserve to implement another interest...
Via
MarketMinute
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Industrial Metals Roar Back: A Deep Dive into a Market in Flux
October 24, 2025
The global industrial metals market is experiencing a significant resurgence in October 2025, driven by an intricate dance of surging demand from the worldwide energy transition, persistent supply...
Via
MarketMinute
Topics
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U.S. CPI Edges Up, Fueling Expectations for Fed Rate Cuts and Shaking Commodity Markets
October 24, 2025
The U.S. Consumer Price Index (CPI) recently showed a slight uptick, rising to 3.0% year-on-year in September 2025, a marginal increase from August's 2.9%. This subtle acceleration in inflation, while...
Via
MarketMinute
Topics
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Dow Soars to New Record as Light Inflation Fuels Rate Cut Hopes
October 24, 2025
The Dow Jones Industrial Average (DJIA) (NYSE: DIA) surged by over 400 points on Friday, October 24, 2025, shattering previous records and signaling a renewed wave of optimism across financial markets....
Via
MarketMinute
Topics
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US Futures Climb on Dovish Fed Hopes Ahead of Key Inflation Data
October 24, 2025
New York, NY – October 24, 2025 – US stock futures are exhibiting a robust ascent, signaling a strong start to trading as investors eagerly anticipate a crucial inflation reading that could dictate the...
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MarketMinute
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Market Minute: Dow and Nasdaq Soar to New Highs as Cooler Inflation Fuels Rate Cut Hopes
October 24, 2025
New York, NY – October 24, 2025 – In a significant boost to investor sentiment, the Dow Jones Industrial Average (DJIA) and the Nasdaq Composite (COMP:IND) surged to fresh record highs today, following...
Via
MarketMinute
Topics
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