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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
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
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
Bond Fund Seminar
RSVP-Signup Form
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SPDR Dow Jones Industrial Average ETF
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501.22
+0.19 (+0.04%)
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Updated: 8:00 PM EST, Feb 9, 2026
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Trump Offers To Cut Fentanyl Tariffs If China Cracks Down On Exports: Report
↗
October 31, 2025
Via
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Topics
Government
Dallas Fed Chief Says She Would Have Opposed This Week’s Rate Cut – Cautions Against December Move
↗
October 31, 2025
Via
Stocktwits
Topics
Economy
Nasdaq, S&P 500 Futures Skyrocket As Market Eyes Another Weekly Gain — Apple, Amazon Rally On Earnings
↗
October 31, 2025
Noteworthy names featured on the earnings calendar for the day include Aon, AbbVie, Colgate-Palmolive, Chevron, and ExxonMobil.
Via
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Topics
Artificial Intelligence
ETFs
Government
Ed Yardeni Says Further Rate Cuts Will Increase The Chances Of Financial Instability: Report
↗
October 30, 2025
Yardeni’s comments come a day after the Fed cut the policy rate by 25 basis points, as was expected.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Scott Bessent Says China To Buy 12 Million Tons Of Soybean This Season After Trump-Xi Meeting: Report
↗
October 30, 2025
Bessent also noted that China has committed to buy at least 25 million tons of soybeans from U.S. farmers in each of the next three years.
Via
Stocktwits
Topics
Government
Stocks
Dow Futures Decline Amid Mixed Big Tech Earnings: META, MSFT, GOOGL, AAPL Among Stocks To Watch
↗
October 30, 2025
Via
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Topics
Stocks
Government Shutdown Could Cost US Economy Up To $14 Billion, According To Congressional Budget Office
↗
October 29, 2025
Via
Stocktwits
Topics
Economy
Pending Home Sales Stall In September Amid Labor Market Concerns, Even As Mortgage Rates Drop To Lowest Level In Over A Year
↗
October 29, 2025
Via
Stocktwits
Meta Tumbles 10%, Google Marks Historic Rally: What's Moving Markets Thursday?
↗
October 30, 2025
Wall Street saw a cautious tone on Thursday as major tech-heavy indexes edged lower, weighed down by mixed earnings from the mega-caps and the lingering impact of hawkish remarks from Fed Chair Jerome...
Via
Benzinga
Topics
Economy
Wharton's Jeremy Siegel Says Fed 'Has Our Back' After Jerome Powell Says December Rate Cut Is Not A Given: Report
↗
October 30, 2025
Via
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Topics
Economy
U.S. Seeks To Boost Energy Exports To China Amid Russia Tensions: Energy Secretary
↗
October 30, 2025
Via
Stocktwits
Trump's 'Amazing' Meeting With China's Xi Yields Major Trade Wins In Rare Earths, Tariff Cuts And Soybean Deals
↗
October 30, 2025
Tariffs on Chinese exports will also be lowered to 47% from 57%.
Via
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Topics
ETFs
Government
World Trade
US Stocks Poised To Open Higher As Trump-Xi Meeting Fuels Market Optimism: Retail Turns Contrarian
↗
October 30, 2025
Following a meeting with Chinese President Xi Jinping, Trump said he would cut fentanyl tariffs on China, and a rare-earth deal has been reached.
Via
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Fed Cuts Rate By 25 Basis Points, In Line With Expectations
↗
October 29, 2025
The key borrowing rate has now come down to the 3.75% to 4% range, in line with market expectations.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
El-Erian Says AI Is Like Electricity, Warns There Are Some Names That Will ‘End Up In Tears’: Report
↗
October 29, 2025
During an interview with CNBC, El-Erian explained that there are some AI stocks that have “reasonable” valuations, but added that there is some froth in the sector.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Ahead Of Fed Rate Decision, El-Erian Warns Central Bank May Not 'Validate' More Cuts
↗
October 29, 2025
Via
Stocktwits
Topics
Economy
Trump Says South Korea Deal ‘Pretty Much’ Confirmed
↗
October 29, 2025
Via
Stocktwits
Topics
Government
Dow Futures Rise As Wall Street Awaits Fed Decision: NVDA, MSFT, GOOGL, META Among Stocks To Watch
↗
October 29, 2025
Via
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Topics
Economy
Stocks
S&P 500 Tops 6,900 Ahead Fed Rate Move, Gold Reclaims $4,000: What's Moving Markets Wednesday?
↗
October 29, 2025
A powerful surge in AI-related stocks — led by a 9% advance in NVIDIA Corp. (NASDAQ:NVDA) over the past two sessions — propelled the S&P 500 above the 6,900 mark and lifted the Nasdaq 100 to 26,100...
Via
Benzinga
Topics
Economy
Stocks
Trump Administration Nears Pact With South Korea On AI, Quantum Computing, And 6G: Report
↗
October 28, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Government
Trump Says Jerome 'Too Late' Powell Will Be Out In A Few Months, Calls For Candidate Suggestions To Replace Him
↗
October 28, 2025
Via
Stocktwits
Topics
Government
Investors Brace For Powell’s Signal – Here’s What A 25-Bps Rate Cut Could Mean For Global Markets
↗
October 29, 2025
All of the major U.S. indexes, such as the S&P 500 and Nasdaq Composite, closed at record highs on Tuesday, ahead of the Fed announcement and following a rally driven by a slew of artificial...
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Stocks
Nasdaq Futures Climb As AI Optimism Allays Rate Worries — Meta, Microsoft, Alphabet Report Earnings After Fed Decision
↗
October 29, 2025
A strategist said AI innovation is viewed as transformative, and the market's forward multiple reflects this optimism, topping 23 times.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Apple Q4 Preview: iPhone 17 Fuels Earnings Optimism As Stock Hits All-Time Highs
↗
October 28, 2025
Apple reports Q4 results on Thursday with a key first look at iPhone 17 demand. Here's what experts are saying ahead of the report.
Via
Benzinga
Fed Rate Cut In October ‘Pre-Ordained’ But December 'Far From Certain' As Inflation Remains Elevated, Says Schwab
↗
October 28, 2025
Schwab analysts pointed to inflation remaining above the central bank’s target of 2%.
Via
Stocktwits
Topics
Economy
Nasdaq 100 Hits 26,000, Gold Falls Below $4,000: What's Moving Markets Tuesday?
↗
October 28, 2025
Tech stocks hit new highs as the Nasdaq 100 rallies 0.7% midday. Investors eye a Fed rate cut, Trump-Xi meeting, and major tech earnings.
Via
Benzinga
Topics
Economy
Geopolitical Storms Brew Volatility in Global Stock Markets
October 28, 2025
The global financial landscape in late 2025 is increasingly shaped by a complex web of geopolitical tensions, creating an environment of heightened uncertainty and volatility in stock markets...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Jefferies' David Zervos Says Fed Was Flying Blind, Warns AI-Led Productivity Gains Could Result In A 'Lot Less' Jobs Created: Report
↗
October 28, 2025
Zervos noted that many excellent policies outside monetary policy are providing tailwinds to the U.S. economy.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Dow Futures Edge Higher After Trump Signs Rare Earths Framework With Japan: AMZN, NEE, UNH, UPS Among Stocks To Watch
↗
October 28, 2025
While Dow Jones futures were up by 0.11% at the time of writing, the S&P 500 futures edged up by 0.01%.
Via
Stocktwits
Topics
ETFs
Government
Stocks
Nasdaq, S&P 500 Futures Wobble After 3-Day Rally — Fed Meeting Kickstarts, UnitedHealth Earnings In Spotlight
↗
October 28, 2025
Five of the Magnificent Seven mega-cap names will release their financial results on Wednesday and Thursday.
Via
Stocktwits
Topics
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Economy
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