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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
MARKET RESEARCH
Featured Quarterly Newsletter
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JPMorgan Chase & Co
(NY:
JPM
)
336.47
+1.00 (+0.30%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 10, 2026
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Fiserv Targets ‘Constant Compounder’ Comeback as Clover, AI and Banking Bets Ramp
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May 23, 2026
Fiserv (NASDAQ:FISV) Chief Executive Officer Mike Lyons said the payments and financial technology company is focused on returning to a “constant compounder” profile by sharpening its business mix,...
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XTI Aerospace (XTIA) Q1 2026 Earnings Transcript
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May 23, 2026
XTI Aerospace (XTIA) Q1 2026 Earnings Transcript
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A Quiet Trim From LEVIN — O-I Glass Faces Bigger Questions
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May 23, 2026
O-I Glass manufactures glass containers for food and beverage makers across the Americas, Europe, and Asia Pacific.
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DELL Stock Just Hit a New 52-Week High as Analysts Up Price Targets
May 22, 2026
Dell stock hits a new 52-week high as analysts issue bullish notes ahead of Q1 earnings. Here’s why Wall Street recommends sticking with DELL shares at current levels.
Via
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This Emerging Markets ETF Beat Its Benchmark by Nearly 10 Points. A Fund Recently Bought $31 Million
↗
May 22, 2026
JEMA offers actively managed exposure to emerging market equities.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
JPMorgan Moves To Reduce $4 Billion Exposure To Private Equity-Backed Loans
↗
May 22, 2026
JPMorgan Chase & Co. is reportedly exploring a strategy to reduce its exposure to more than $4 billion in loans tied to private equity funds.
Via
Benzinga
Sweetgreen (SG) Stock Trades Up, Here Is Why
May 22, 2026
What Happened? Shares of casual salad chain Sweetgreen (NYSE:SG) jumped 7.6% in the afternoon session after JPMorgan upgraded the stock to Overweight from Ne...
Via
StockStory
Topics
Initial Public Offering
CodeCoin Invited to Tsinghua PBCSF Global Finance Forum 2026 , Sharing Insights on AI Agent Payments and Cross-Border Payment Infrastructure
May 22, 2026
Via
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Topics
Artificial Intelligence
How Do the Vanguard and iShares High Dividend ETFs Stack Up on Fees, Yield, and Performance?
↗
May 22, 2026
Expense ratios, yield, and portfolio strategy set these two high-dividend ETFs apart. See how their risk and sector exposures compare for income-focused buyers.
Via
The Motley Fool
Topics
ETFs
Coinbase Global Says New Crypto Rules Could Unleash Its ‘Everything Exchange’
↗
May 22, 2026
Coinbase Global (NASDAQ:COIN) executives said the company is preparing for a broader expansion of crypto trading, stablecoin payments, derivatives, tokenized assets and AI-driven commerce, with pending...
Via
MarketBeat
Topics
Derivatives
Regulatory Compliance
Did New Berkshire Hathaway CEO Greg Abel Repeat Past Warren Buffett Mistakes?
↗
May 22, 2026
Airlines and retailers have not always been good investments for the company.
Via
The Motley Fool
Topics
Bankruptcy
JPMorgan Chase Financial Company LLC Declares Quarterly Coupon on Alerian MLP Index ETN
May 21, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Lowe's Posts Q1 Earnings Beat; These Analysts Cut Price Target On Comp, Gross Margin Pressure Ahead
↗
May 21, 2026
Lowe's stock fell despite strong Q1 results. JPMorgan maintains Overweight rating, BofA Securities cuts PT. Lowered Q2 guidance due to costs.
Via
Benzinga
What Are Wall Street Analysts' Target Price for Vertex Pharmaceuticals Stock?
May 21, 2026
Vertex Pharmaceuticals has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Is Wall Street Bullish or Bearish on Trane Technologies Stock?
May 21, 2026
While Trane Technologies has lagged the broader S&P 500 Index over the past 52 weeks, analysts remain reasonably bullish about the stock’s future performance.
Via
Barchart.com
Topics
ETFs
Stocks
What a Kevin Warsh-Led Fed Could Mean for the Big Bank Stocks
↗
May 21, 2026
The Federal Reserve and banking regulations can have big impacts on profitability for these banking giants.
Via
The Motley Fool
Topics
Economy
The JPMorgan Equity Premium Income ETF Doesn't Interest Me, but It Might Work for You
↗
May 21, 2026
Before stepping into a position, make sure you understand exactly what this unusual fund does well and what it doesn't.
Via
The Motley Fool
Topics
ETFs
Verisk Analytics Stock Outlook: Is Wall Street Bullish or Bearish?
May 21, 2026
Verisk Analytics has underperformed the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Smiths Group Q3 Earnings Call Highlights
↗
May 21, 2026
Smiths Group (LON:SMIN) lowered its full-year organic revenue growth outlook after Middle East-related disruption weighed on its John Crane business in the third quarter, Chief Financial Officer Julian...
Via
MarketBeat
Topics
Earnings
Crypto News: Pepeto Presale Hits $10.13 Million on Real Exchange Utility as the XRP Price Prediction Path to $10 Faces a Record ETF Test
May 21, 2026
Pepeto's latest presale stage sold out ahead of schedule, and new wallets now enter at double last month's rate. This
Via
First Publisher
Topics
Artificial Intelligence
ETFs
Charter Communications Eyes Cash Flow Lift as Network Upgrades, Cox Deal Advance
↗
May 21, 2026
Charter Communications (NASDAQ:CHTR) Chief Financial Officer Jessica Fischer said the company’s top priority remains growing its connectivity business while it works through major investment...
Via
MarketBeat
Check Point Software Technologies Eyes Firewall Rebound After Sales Overhaul
↗
May 20, 2026
Check Point Software Technologies (NASDAQ:CHKP) executives said the company has moved past the most disruptive phase of a broad go-to-market reorganization and expects its firewall product business to...
Via
MarketBeat
Topics
Artificial Intelligence
CDW Touts AI Factory Demand, Recurring Revenue Push at JPMorgan Conference
↗
May 20, 2026
CDW (NASDAQ:CDW) executives said customers are moving beyond artificial intelligence experimentation and are increasingly asking for help deploying AI “safely, economically, and at scale,” during a...
Via
MarketBeat
Topics
Artificial Intelligence
CCC Intelligent Solutions Enters Next AI Phase as Products Scale With Major Customers
↗
May 20, 2026
CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ:CCC) management said the company is entering its next phase with artificial intelligence moving from evaluation and testing into broader...
Via
MarketBeat
Topics
Artificial Intelligence
Fiduciary Family Office Dumps Its Entire $10.2 Million Stake in JIVE
↗
May 20, 2026
JPMorgan International Value ETF provides global equity diversification with a value tilt and competitive yield across developed and emerging markets.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
JPMorganChase to Present at the Morgan Stanley U.S. Financials Conference
May 20, 2026
From
JPMorgan Chase & Co.
Via
Business Wire
Lattice Semiconductor (LSCC) Shares Skyrocket, What You Need To Know
May 20, 2026
What Happened? Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 9.7% in the afternoon session after CEO Ford Tamer's presentation ...
Via
StockStory
Topics
Artificial Intelligence
Government
Berkshire Hathaway Sold Off 5 Longtime Warren Buffett Stocks. What the New Abel Era Means for You.
May 20, 2026
The first quarter of Berkshire Hathaway under new CEO Greg Abel saw a lot of changes.
Via
Barchart.com
Seagate Stock Plunges on Executive Warnings. Why Lead Times Matter so Much for STX Here.
May 20, 2026
Seagate’s shares tumbled after the CEO recently warned that rising lead times and manufacturing complexity could reshape how quickly the storage giant meets booming AI-driven demand.
Via
Barchart.com
Topics
Artificial Intelligence
Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event
↗
May 20, 2026
Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced...
Via
MarketBeat
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Artificial Intelligence
ETFs
Economy
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