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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
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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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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
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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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NextEra Energy
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Yields Rebound as Labor Market Defies Gravity: The 2026 Outlook for Bond Investors
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The Trillion-Dollar Shuffle: How Year-End Institutional Rebalancing is Fueling Late-December Volatility
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The Great Rebalancing: Tech Giants Retreat as Investors Pivot to Defensive Safety in 2025's Final Days
December 29, 2025
As the curtain closes on 2025, the "Great Rebalancing" has taken center stage in the financial markets. On this December 29, 2025, the dominant narrative that fueled triple-digit gains for AI-centric...
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Tech Giants Stumble: S&P 500 Retreats from Record Highs as Investors Pivot for 2026
December 29, 2025
The final trading week of 2025 has opened with a decisive shift in market sentiment, as the S&P 500 index saw a sharp pullback on Monday, December 29. After a year defined by relentless growth and...
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The Great Rebalancing: Investors Pivot Away from Big Tech as 2026 Looms
December 29, 2025
As the final trading days of 2025 wind down, a massive tactical shift is sweeping through Wall Street. Institutional fund managers and retail investors alike are aggressively rebalancing portfolios,...
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The Great Rebalancing: Tech’s Crown Slips as Investors Pivot for 2026
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The Price of Prosperity: Navigating the S&P 500’s Historic Valuation Peak as 2026 Dawns
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As the final trading days of 2025 draw to a close, the financial world finds itself standing on a high-altitude plateau that few predicted and many fear. The S&P 500 (INDEXSP: .INX) enters 2026 trading...
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The Power Paradox: Why 13% Higher Electric Bills are Fueling a Utility ETF Surge
December 25, 2025
As American households gathered for the 2025 holiday season, many faced an unwelcome guest: a significantly higher monthly electric bill. New data confirms that national residential electricity costs...
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This ETF Will Benefit From Americans' Higher Energy Bills
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The Great Divergence: As Wall Street Hits Record Highs, the World Stage Stages a Coup
December 24, 2025
As of December 24, 2025, the financial world is witnessing a paradox that has redefined the decade-long narrative of "US Exceptionalism." While the S&P 500 (NYSEARCA:SPY) and the Nasdaq-100...
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The Great Decoupling: Stocks Defy Gravity as Bond Yields Climb in Late 2025 Market Surge
December 23, 2025
As the final trading days of 2025 approach, the financial world is witnessing a rare and paradoxical phenomenon: a powerful stock market rally occurring simultaneously with a sharp rise in long-term...
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The 'No-Landing' Paradox: Sticky Inflation Meets Red-Hot Growth in Late 2025
December 23, 2025
As the calendar turns toward 2026, the U.S. economy is defying traditional gravity. In a year many expected to be defined by a cooling labor market and a return to the Federal Reserve’s 2% inflation...
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Economic Resilience or Inflationary Risk? 4.3% GDP Surprise Reshapes 2026 Bond Outlook
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The U.S. financial landscape underwent a seismic shift today, December 23, 2025, following a blockbuster report from the Bureau of Economic Analysis (BEA). In a surprise that caught even the most...
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S&P 500 Resilience: Record Highs in Sight Despite Strong GDP and Waning Rate Cut Bets
December 23, 2025
As the 2025 trading year draws to a close, the S&P 500 (INDEXSP: .INX) is demonstrating a remarkable display of resilience. Despite a significant shift in interest rate expectations following a...
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Natural Gas Bulls Eye $4.20 Breakout as AI Demand and LNG Exports Reshape the Energy Landscape
December 23, 2025
NEW YORK — As of December 23, 2025, the natural gas market is witnessing its most significant bullish surge in three years. Futures prices are currently aggressively testing the critical $4.20 per...
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Power Play: These Five US Utility Stocks Lead By Market Value
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December 23, 2025
Heading into 2026, record electricity demand across the U.S. utility landscape is being driven by rising electrification and AI-fueled growth in data center power consumption.
Via
Stocktwits
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Dividend Stocks Are Poised to Perform Well in 2026 -- Here Are 2 of the Best Dividend Stocks to Buy Now
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December 23, 2025
Realty Income is one of the highest-quality REITs on the market, boasting a dividend yield of 5.72%, while NextEra Energy stock is a great choice for investors seeking a dividend-paying utility stock...
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Prediction: 3 Unstoppable Stocks That'll Be Worth More Than Palantir Technologies When 2026 Ends
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December 23, 2025
Wall Street's hottest artificial intelligence (AI) stock may take a back seat to three industry-leading companies in the new year.
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Powering the Intelligence Revolution: NextEra Energy Charges Ahead on AI Data Center Surge and Robust 2026 Outlook
December 22, 2025
As the global race for artificial intelligence supremacy accelerates, the bottleneck has shifted from silicon chips to the electrical grid. NextEra Energy (NYSE:NEE), the world’s largest renewable...
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The Great Rotation of 2025: Investors Ditch AI Hype for Utility Stability
December 22, 2025
As the final trading days of 2025 approach, a tectonic shift is reshaping Wall Street. For years, the market’s momentum was dictated by a handful of silicon giants and the promise of an artificial...
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Tech Giants Lead S&P 500 Higher as Holiday Rally Gains Momentum
December 22, 2025
The S&P 500 climbed 0.4% on Monday, December 22, 2025, as technology shares spearheaded a broad-based market advance to kick off a holiday-shortened trading week. This gain extends a resilient...
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The Green Renaissance: Why ESG and Clean Energy are Defying the 2025 Slump
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As the final trading days of 2025 approach, the financial markets are witnessing an unexpected and robust resurgence in Environmental, Social, and Governance (ESG) and clean energy sectors. After a...
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These Infrastructure Stocks Could Quietly Power the AI Revolution
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Several leading AI companies are collaborating with power producers to meet their energy needs.
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