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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
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
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Vanguard S&P 500 ETF
(NY:
VOO
)
596.81
+15.88 (+2.73%)
Streaming Delayed Price
Updated: 3:26 PM EDT, Mar 31, 2026
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Comparing Two of the Top Buy-and-Hold ETFs for Retail Investors: QQQ vs. VOO
↗
December 06, 2025
Expense ratios, sector exposure, and risk profiles set these two popular ETFs apart for investors weighing growth against stability.
Via
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Topics
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Here's the Smartest Way to Invest in the S&P 500 in December
↗
December 06, 2025
The S&P 500 is near all-time highs. The cheapest way to buy in is a value-biased option, and one that changes the game a bit.
Via
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Tesla Faces Tough Questions From US Regulator As FSD Probe Widens With More Complaints And Incident Reports
↗
December 05, 2025
Via
Stocktwits
Is the Vanguard S&P 500 ETF a Buy Now?
↗
December 05, 2025
Solid corporate earnings, Fed rate cuts, and optimism about the AI sector could fuel another leg higher for the S&P 500.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
If You'd Invested $1,000 in the Vanguard S&P 500 ETF (VOO) 10 Years Ago, Here's How Much You'd Have Today
↗
December 01, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Market Soars on Cooling Inflation and Growing Hopes for Fed Rate Cuts
December 05, 2025
The U.S. stock market is currently experiencing a significant rally, driven by a confluence of factors centered on improving inflation data and the increasing likelihood of further interest rate cuts...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
If You Save and Invest $50 Each Week, This Is How Massive Your Portfolio Could Be After 25 Years
↗
December 05, 2025
Even if you're expecting a slowdown in the market, investing your money on a regular basis can still be a no-brainer option.
Via
The Motley Fool
Topics
ETFs
Bitcoin's December Descent: A New Kind of Crypto Correction Amidst Macroeconomic Storm
December 04, 2025
The cryptocurrency market has once again been shaken by a significant price correction in Bitcoin (BTC), with the digital asset experiencing a sharp decline in November and early December 2025. This...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
The 1 Vanguard ETF That Warren Buffett's Recent Remarks Suggest He Would Buy Right Now
↗
December 04, 2025
Buffett spent years telling retail investors that their smartest long-term move is owning a low-cost S&P 500 fund. And he likes Vanguard's.
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Comparing Two of the Top Buy-and-Hold ETFs for Retail Investors: QQQ vs. VOO
↗
December 04, 2025
Expense ratios, sector exposure, and risk profiles set these two popular ETFs apart for investors weighing growth against stability.
Via
The Motley Fool
Topics
ETFs
Meta Reportedly Plans Deep Metaverse Budget Cuts
↗
December 04, 2025
According to a Bloomberg report, Meta executives are likely considering cuts as large as 30% for 2026.
Via
Stocktwits
Topics
Workforce
Amazon Reportedly Considers Ending USPS Partnership As Delivery Network Expands
↗
December 04, 2025
According to a Reuters report, the potential change would reshape how the e-commerce leader handles millions of packages across the country as it broadens its own national delivery network.
Via
Stocktwits
Topics
Artificial Intelligence
Meta Faces Fresh EU Scrutiny: Regulators Reportedly Consider Interim Restrictions On AI Rollout
↗
December 04, 2025
According to a Reuters report, EU antitrust chief Teresa Ribera said the European Commission is evaluating whether to impose interim restrictions on Meta’s AI-enabled WhatsApp rollout.
Via
Stocktwits
Topics
Artificial Intelligence
Bitcoin Roars Back Above $90,000: A Deep Dive into the Latest Rally
December 03, 2025
December 3, 2025 – Bitcoin (BTC) has once again captivated the financial world, surging past the $90,000 mark after a period of intense volatility and a recent dip. This latest rally, culminating in a...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Apple Stock Climbs To Fresh All-Time High On Optimism Around iPhone Shipments
↗
December 03, 2025
Apple’s stock is up about 6% over the past month, in contrast to peers like Microsoft, which declined 6% over the same period.
Via
Stocktwits
Topics
Artificial Intelligence
Microsoft Stock Falls After Software Giant Reportedly Revises AI Sales Targets As Growth Falls Short Of Expectation
↗
December 03, 2025
According to The Information report, less than 20% of employees in the Azure cloud division reached their projected Foundry sales growth, prompting a revision of annual targets.
Via
Stocktwits
Topics
Artificial Intelligence
2 Top Vanguard ETFs to Buy Right Now and Hold Forever
↗
December 03, 2025
The Vanguard S&P 500 ETF and Vanguard Growth ETF are two top ETFs to begin investing in right now.
Via
The Motley Fool
Topics
ETFs
Stocks
Apple Eyes Record iPhone Shipments This Year, Powered By China Rebound: Report
↗
December 03, 2025
According to a CNBC report, Apple is projected to ship roughly 247.4 million iPhones by the end of 2025.
Via
Stocktwits
Vanguard Caves: $11 Trillion Giant Opens Doors to Crypto ETFs and Mutual Funds, Signaling New Era for Digital Assets
December 02, 2025
In a landmark decision poised to reshape the landscape of institutional cryptocurrency adoption, Vanguard (NYSE: VOO), the world's second-largest asset manager, announced today, December 2, 2025, that...
Via
BreakingCrypto
Topics
ETFs
S&P 500 Stability vs. Superior Growth: Is VOO or VUG the Better ETF for You?
↗
December 01, 2025
Explore how differences in sector exposure, risk, and yield shape the appeal of these two Vanguard ETFs for diverse investing goals.
Via
The Motley Fool
Topics
ETFs
Stocks
Battle of the S&P 500 ETFs: How VOO Compares to SPY on Fees, Yield, and Risk
↗
December 01, 2025
Expense ratios and fund structure can quietly impact long-term returns. Here’s how these two S&P 500 ETFs stack up.
Via
The Motley Fool
Topics
ETFs
Stocks
Want to Become a Multimillionaire? Put $100,000 Into These ETFs -- Including the Vanguard Total Stock Market (VTI) -- and Hold Forever
↗
December 01, 2025
Some of these funds sport long-term average annual growth rates topping 20%.
Via
The Motley Fool
Topics
ETFs
Marvell To Strengthen European Cloud Security With Microsoft Partnership
↗
December 01, 2025
The move will let Marvell expand its cloud-based security footprint in Europe, building on its existing services in Asia and North America.
Via
Stocktwits
Topics
Artificial Intelligence
1 Simple ETF to Buy With $1,000 and Hold for a Lifetime
↗
December 01, 2025
The Vanguard S&P 500 ETF is a simple ETF that is a great core holding.
Via
The Motley Fool
Topics
ETFs
Stocks
3 Unstoppable Vanguard ETFs to Buy Even If There's a Stock Market Sell-Off in 2026
↗
November 30, 2025
Vanguard offers a vast collection of ETFs; these three are solid buys regardless of what happens on Wall Street.
Via
The Motley Fool
Topics
ETFs
Economy
3 Vanguard ETFs to Buy and Hold for the Long Haul
↗
November 30, 2025
These stocks can be set-it-and-forget-it holdings for most investors.
Via
The Motley Fool
Topics
ETFs
Economy
The $100 Investment That Could Change Everything
↗
November 30, 2025
When you're ready to jump into the stock market or make a new investment, consider this compelling one.
Via
The Motley Fool
Topics
ETFs
Stocks
This Historical Market Pattern Just Ended, and It Could Be a Precursor to a Market Crash
↗
November 29, 2025
The end of this market pattern has led to two bear markets in the past.
Via
The Motley Fool
Topics
Stocks
New to Investing? Build Your Portfolio Around These 2 Rock-Solid ETFs
↗
November 29, 2025
These ETFs can give you lots of diversification while also providing you with exposure to the best companies in the world.
Via
The Motley Fool
Topics
ETFs
1 No-Brainer S&P 500 Index Fund to Buy Right Now for Less Than $1,000
↗
November 28, 2025
Making the right picks involves knowing how to navigate investing in a stock market already near all-time highs.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
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