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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
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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
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
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SPDR S&P 500 ETF Trust
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Dow, S&P 500, Nasdaq Futures Rise On AI, Fed Watch After Holiday Break: Why ZIM, AAPL, TCNNF, DIS Kept Traders On Edge Today
↗
February 16, 2026
Focus turns to Fed meeting minutes on Wednesday, the core PCE inflation report on Friday, and major earnings throughout the week.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Wall Street Pauses for Presidents Day as Record-Breaking Dow Faces Tech Sector Headwinds
February 16, 2026
NEW YORK — The floor of the New York Stock Exchange (NYSE: ICE) sits silent today, February 16, 2026, as the U.S. financial markets observe the Presidents Day holiday. While the closure provides a...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
International ETFs Have Outperformed U.S. Stocks -- but Is There More Upside Left?
↗
February 16, 2026
International stocks finally outshined the S&P 500 in 2025. Could this be just the beginning of a longer rally ahead?
Via
The Motley Fool
Topics
ETFs
Stocks
Breadth Takes a Hit as Sellers Return in Force
↗
February 13, 2026
Via
Chartmill
CSCO Stock Tumbles Amid Gross Margin Miss — Why Does The Street See An Upside?
↗
February 12, 2026
Via
Stocktwits
Americans Bear The Brunt Of Trump’s Tariffs, As Per NY Fed Report
↗
February 12, 2026
Via
Stocktwits
Topics
Economy
Government
We Don’t Predict. We Position: How Jon Turned $4K of Risk Into a $30K Return
↗
February 16, 2026
Learn options trading inside a system that values evidence, structure, and defined risk. A real member explains the difference.
Via
InvestorPlace
Blueshift Dumps 34,000 CROX Shares Worth $2.9 Million
↗
February 14, 2026
Crocs designs and markets casual footwear and accessories for a global customer base, leveraging both retail and e-commerce channels.
Via
The Motley Fool
Topics
Regulatory Compliance
US Not On Path To Get Inflation Back To 2% and Rate Cuts Depends On Lower Inflation, Fed’s Goolsbee Says
↗
February 13, 2026
Goolsbee said that inflation is stuck at 3% and that’s not acceptable.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
The 40-Point Threshold: S&P 500 Hits Rarest Valuation Peak as AI Mania Echoes 1999
February 13, 2026
As of February 13, 2026, the S&P 500 (NYSE: SPY) has officially crossed a psychological and mathematical Rubicon. The Shiller CAPE ratio—a measure of the market’s price relative to ten years of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Spot Silver Dives 10% As Fed Rate Cut Hopes Fade After Recent Jobs Data
↗
February 12, 2026
Via
Stocktwits
Topics
Economy
Inflation Cools More Than Expected in January, Igniting Relief Rally Across Wall Street
February 13, 2026
The U.S. Bureau of Labor Statistics released its highly anticipated January Consumer Price Index (CPI) report on the morning of February 13, 2026, revealing that headline inflation has slowed to 2.4%...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Consumer Engine Idle: Flat December Retail Sales and Shutdown Delays Ignite Stagflation Alarms on Wall Street
February 13, 2026
NEW YORK — The American consumer engine, long the primary thruster of global economic growth, appears to have sputtered to a complete halt at the close of 2025. In a highly anticipated data release...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Inflation Relief Halts Market Bloodletting: S&P 500 and Dow Hold Firm as Tech Slump Persists
February 13, 2026
NEW YORK – After a harrowing session that saw the Dow Jones Industrial Average surrender its hard-won 50,000 milestone, Wall Street found a fragile floor on Friday, February 13, 2026. An encouraging...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Goldman Sachs CEO David Solomon Warns Of 'Shocks' If Deficit Is Not Brought Under Control And Growth Rate Is Not Brought Up: Report
↗
February 13, 2026
During an interview with CNBC, Solomon said that while the U.S. has more latitude than others to run deficits, it still needs to bring them under control.
Via
Stocktwits
Topics
Bonds
Economy
Supreme Court Reportedly Sets February 20 As Next Opinion Day Amid Ongoing Trump Tariffs Case — Here Are The Latest Prediction Market Odds
↗
February 13, 2026
According to a Bloomberg report, the SCOTUS is also expected to issue opinions on February 24 and 25, in addition to those scheduled for February 20.
Via
Stocktwits
Topics
Economy
Government
World Trade
The Great Rotation: Silver and Commodities Surge as AI Fatigue and Hawkish Fed Trigger Stock Market Retreat
February 13, 2026
As of February 13, 2026, the financial landscape is undergoing a violent restructuring. After a historic run that saw the S&P 500 (NYSE: SPY) briefly kiss the 7,000 mark in late January, the broader...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
CPI Report: Annual Inflation Rate Comes In At 2.4% In January, Below Wall Street Expectations
↗
February 13, 2026
Consumer price index (CPI) rose 0.2% in January on a seasonally adjusted basis, after rising 0.3% in December.
Via
Stocktwits
Topics
Economy
Stocks
Bessent Says Trump Administration Wants To De-Risk, Not Decouple From China: Report
↗
February 13, 2026
The Treasury Secretary added that free trade with China was unfair and that American workers were wiped out in the process.
Via
Stocktwits
Topics
Government
CPI Could Come In Hotter Than Expected, Warn Experts: 'The Devil Will Be In The Details'
↗
February 13, 2026
Wall Street analysts expect the headline and core CPI to rise 0.3% in January.
Via
Stocktwits
Topics
Economy
Stocks
Nasdaq, S&P 500 Futures Edge Lower Ahead Of CPI Data: Why NVDA, AAPL, TSLA, RIVN, MRNA, AMAT, IREN Are On Traders' Radar Today
↗
February 13, 2026
Data on Stocktwits showed retail traders remained bearish on SPY and ‘extremely bearish’ on QQQ.
Via
Stocktwits
Topics
Bonds
ETFs
Economy
Apple Stock Posts Worst Day In 10 Months On AI Setback, Regulatory Heat
↗
February 13, 2026
Reports said Siri update is delayed yet again, while the FTC has asked Apple to check curation fairness on Apple News.
Via
Stocktwits
Topics
Artificial Intelligence
TOST Stock Slips After Earnings – Retail Says Company Is 'Really Toasted'
↗
February 12, 2026
Toast’s profit miss has got investors worried, even as revenue growth seems to be better than Wall Street’s expectations.
Via
Stocktwits
Topics
Artificial Intelligence
WEN Stock Hits Near Six-Year Low Ahead Of Q4 Earnings – Wall Street Expects Stuggles To Continue
↗
February 12, 2026
Wendy’s is not the favourite pick this year for analysts or investors, with the company’s results expected to remain challenging as it tries to find a permanent CEO.
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
Dow, S&P 500, Nasdaq Futures Slip After AI-Fueled Rout: Why COIN, DKNG, RIVN, AMAT, FSLY Are Trending After-Hours
↗
February 12, 2026
Among the key catalysts for Friday is the release of U.S. January consumer price index data.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
IBM Faces AI Threat, Not Opportunity, Says Short Seller Who Predicted Enron’s Collapse
↗
February 12, 2026
Jim Chanos, the founder of Kynikos Associates said in an X post on Thursday that IBM is essentially a marketing and consulting company, not a cutting-edge AI company.
Via
Stocktwits
Topics
Artificial Intelligence
Coinbase Stock Rises After-Hours Despite Posting Surprise Net Loss In Q4
↗
February 12, 2026
Coinbase said that crypto is cyclical, and that it is well-capitalized to weather these cycles, with $11.3 billion in cash and cash equivalents.
Via
Stocktwits
Is A Partial Government Shutdown On The Cards This Weekend?
↗
February 12, 2026
Democrats on Thursday blocked a Republican-backed measure to secure votes to fund the Department of Homeland Security beyond the Feb. 13 midnight deadline.
Via
Stocktwits
Topics
ETFs
Immigration
Stocks
COIN Stock Down Over 8% Ahead Of Key Q4 Earnings – What’s Driving The Selloff?
↗
February 12, 2026
Monness Crespi analyst has downgraded the Coinbase stock to ‘Sell’ from ‘Buy’ and said it is “again” cutting its estimates for Coinbase's Q4 earnings.
Via
Stocktwits
Peter Schiff Says Trump Is Incorrect To Attribute US Wealth In 1880s And 1890s To Tariffs – Suggests Ways On How To Be Rich Again
↗
February 12, 2026
Schiff noted that total federal spending was only about 2% of GDP back then, while today it’s over 23%.
Via
Stocktwits
Topics
Economy
Government
Regulatory Compliance
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