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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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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Western Digital
(NQ:
WDC
)
604.96
-70.43 (-10.43%)
Streaming Delayed Price
Updated: 12:10 PM EDT, Jun 26, 2026
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Wall Street’s 1,500-Point Surge Masks a Growing Tug-of-War Over the Fed’s Next Move
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January 07, 2026
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January 07, 2026
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January 07, 2026
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SanDisk Vs WDC Vs Others: Which Storage Stock Is The Better Bet As Memory Supply Fears Spook Markets?
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January 07, 2026
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January 07, 2026
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The Nvidia Engine: How the AI Titan is Powering the S&P 500 and Nasdaq to Uncharted Heights in 2026
January 07, 2026
As the first week of 2026 draws to a close, the financial world is witnessing a historic milestone that few would have predicted with such certainty just two years ago. On January 7, 2026, the S&P 500...
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The Bedrock of the AI Era: A Deep-Dive into Seagate Technology’s (STX) Resurgence
January 07, 2026
In the global race to build the infrastructure for Artificial Intelligence, much of the spotlight has been dominated by the silicon "brains" of the operation—the high-performance GPUs. However, as the...
Via
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The AI Storage Supercycle: A Deep Dive into Western Digital (WDC)
January 07, 2026
The data storage sector has undergone a seismic shift, and at the heart of this transformation is Western Digital Corporation. Once a multi-faceted giant balancing the volatile flash memory market with...
Via
PredictStreet
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The Flash Resurrection: SanDisk’s Strategic Spinoff and the AI Memory Supercycle
January 07, 2026
Today’s Date: January 7, 2026 Introduction In the rapidly shifting landscape of semiconductor technology, few stories are as compelling as the resurrection of SanDisk (NASDAQ: SNDK). Once a household...
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Dow Clears 49,000 as AI’s “Data Deluge” Ignites a Memory-Stock Melt-Up
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January 07, 2026
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Silicon Gold Rush: AI Infrastructure Boom Propels SanDisk and Semiconductor Giants to New Heights
January 06, 2026
The global semiconductor sector has ignited in the opening days of 2026, as the "AI Supercycle" transitions from a speculative gold rush into a mature, utility-driven infrastructure era. Leading the...
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MarketMinute
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Microchip Technology, NXP Semiconductors, Texas Instruments, Western Digital, and Allegro MicroSystems Stocks Trade Up, What You Need To Know
January 06, 2026
A number of stocks jumped in the afternoon session after a broader market rally drove investor optimism in artificial intelligence and big tech stocks. The S&P 500, Dow Jones, and Nasdaq all pushed...
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StockStory
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Uncover the latest developments among S&P500 stocks in today's session.
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January 06, 2026
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Bullish Momentum Carries into 2026: S&P 500 and Nasdaq Scale New Summits
January 06, 2026
The first week of 2026 has delivered a masterclass in market resilience, as the "New Year Rally" propelled major U.S. indices to historic heights. Following a blockbuster 2025, the momentum has shown...
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MarketMinute
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Why Western Digital Stock Popped Today
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January 06, 2026
Buy Micron stock. Sell Western Digital into today's rally.
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These S&P500 stocks are moving in today's session
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January 06, 2026
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The S&P 500's Best Stock in 2025 May Soar in 2026 as the Artificial Intelligence (AI) Boom Continues (Hint: Not Palantir)
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January 04, 2026
Sandisk led the S&P 500 higher last year as the artificial intelligence boom drove strong demand for data storage solutions.
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The Trade Desk vs. SanDisk: Buying the Wreckage or the Winner?
↗
January 02, 2026
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Stay informed with the top movers within the S&P500 index on Friday.
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January 02, 2026
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Why Western Digital (WDC) Stock Is Up Today
January 02, 2026
Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 7.4% in the afternoon session after reports highlighted a favorable market for data storage companies, driven by soaring...
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StockStory
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Exploring the top movers within the S&P500 index during today's session.
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January 02, 2026
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The Renaissance of Storage: A Deep Dive into SanDisk (SNDK)’s Historic 2025 Performance and 2026 Outlook
January 02, 2026
As of January 2, 2026, the global technology sector is witnessing a "renaissance of storage," led by the spectacular re-emergence of SanDisk (NASDAQ: SNDK). After a nine-year tenure as a subsidiary of...
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PredictStreet
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The Storage Supercycle: How Seagate Technology is Powering the AI Data Revolution
January 02, 2026
The digital world is currently in the midst of a silent but massive physical expansion. While the headlines of the last two years have been dominated by the blistering speed of AI processors and the...
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The Storage Supercycle: Inside Western Digital’s AI-Driven Transformation
January 02, 2026
As the global economy marks the beginning of 2026, the spotlight of the artificial intelligence revolution has shifted from the "brains" of the operation—the processors—to the "memory" and...
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These S&P500 stocks that are showing activity before the opening bell on Friday.
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January 02, 2026
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The Second Wave: Why 2026 Marks the Great Rotation into AI Networking and Storage 'Picks and Shovels'
January 01, 2026
As of January 1, 2026, the artificial intelligence gold rush has entered a transformative new chapter. While the previous three years were defined by a frantic scramble for raw compute power—most...
Via
MarketMinute
Topics
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The Great Storage Shakeout: Why the Year-End Dip in AI Storage Stocks Might Be the Best Entry Point of 2026
January 01, 2026
As the ball dropped in Times Square to ring in 2026, investors in the data storage sector were busy calculating their gains from a historic 2025. After a year where Western Digital (NASDAQ:WDC) and its...
Via
MarketMinute
Topics
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Earnings
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S&P 500 Enters 2026 with Momentum: Can the Bull Market Sustain Its Record-Breaking Pace?
January 01, 2026
The S&P 500 has officially crossed the threshold into 2026, carrying the momentum of a historic 2025 that saw the index defy skeptics and reach unprecedented heights. Ending the year at a record 6,930,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
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