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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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Bank of America
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BAC
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Updated: 7:00 PM EDT, May 22, 2026
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Media Titan Redefined: Warner Bros. Discovery Sets April Vote for Historic $111 Billion Paramount Skydance Merger
March 26, 2026
In a move that signals a seismic shift in the global entertainment industry, Warner Bros. Discovery (Nasdaq: WBD) has officially scheduled a special meeting of shareholders for April 23, 2026, to vote...
Via
MarketMinute
Digging In on Airline, Data Center, and Fintech News
↗
March 26, 2026
Just when you think you have a handle on how a company will react to rising oil prices, Delta Air Lines goes and flips the idea on its head.
Via
The Motley Fool
Treasury Safety or Higher Yield From Corporate Bonds? VGSH vs. VCSH
↗
March 26, 2026
The Vanguard Short-Term Treasury ETF (VGSH) holds U.S. government bonds with minimal credit risk, while the Vanguard Short-Term Corporate Bond ETF (VCSH) lends to investment-grade companies in exchange...
Via
The Motley Fool
Topics
Bonds
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The Great Hawkish Pivot: 10-Year Yield Hits 4.35% as Fed Cut Hopes Evaporate
March 26, 2026
The financial landscape underwent a seismic shift on March 26, 2026, as the long-held narrative of imminent Federal Reserve rate cuts was unceremoniously dismantled. A combination of surging energy...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Here's How Much You Would Have Made Owning Bank of America Stock In The Last 10 Years
↗
March 26, 2026
Via
Benzinga
Bond Market Tremors: 10-Year Yield Hits 4.40%, Putting Growth Stocks on Edge
March 26, 2026
The fixed-income market sent a shockwave through Wall Street this morning as the yield on the benchmark 10-year US Treasury note surged to 4.40%, marking its highest level since July 2025. This rapid...
Via
MarketMinute
Topics
Bonds
Economy
Bank of America Sees 30% Upside Potential in Microsoft Stock: Buy the Mag 7 Leader Now?
March 26, 2026
Bank of America reinstates its bullish rating on tech giant Microsoft with over 30% upside.
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Warren Buffett and Greg Abel Spent $78 Billion Buying This Stock Since 2018 -- That's More Than Was Spent Buying Apple, Chevron, Bank of America, and Occidental Petroleum, Combined!
↗
March 26, 2026
Greg Abel just made his first purchase of the Oracle of Omaha's favorite stock.
Via
The Motley Fool
Bank of America Says the Tech Sell-Off Doesn't Make Any Sense. Here's Why I Agree.
↗
March 26, 2026
Research analysts from Bank of America note the ongoing sell-off across the technology sector is overblown.
Via
The Motley Fool
Topics
Artificial Intelligence
1 Mega-Cap Stock with Exciting Potential and 2 We Question
March 26, 2026
Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less roo...
Via
StockStory
Banks at the Helm: Why the Great Rotation is Betting Big on Financials
March 25, 2026
As the first quarter of 2026 draws to a close, the narrative dominating Wall Street is no longer the relentless climb of "Magnificent Seven" tech giants, but rather a profound structural shift toward...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
Fiscal Straitjacket: U.S. Debt Hits $39 Trillion as Interest Costs Eclipse Defense Spending
March 25, 2026
The United States has entered a precarious new chapter in its fiscal history. On March 17, 2026, the gross national debt officially surged past the $39 trillion mark, a milestone reached just five...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Estée Lauder (EL) Stock Is Up, What You Need To Know
March 25, 2026
What Happened? Shares of beauty products company Estée Lauder (NYSE:EL) jumped 2.3% in the afternoon session after the company confirmed it was in discussion...
Via
StockStory
Topics
Artificial Intelligence
Why Leonardo DRS (DRS) Stock Is Trading Up Today
March 25, 2026
What Happened? Shares of aerospace and defense company Leonardo DRS (NASDAQ:DRS) jumped 4.9% in the afternoon session after Bank of America Securities raised...
Via
StockStory
Topics
Artificial Intelligence
Economy
2 Fertilizer Stocks to Buy Now to Bet on a Continued Strait of Hormuz Closure
March 25, 2026
Disruptions in Strait of Hormuz shipping are impacting fertilizer prices, benefiting companies like CVR Partners and Intrepid Potash.
Via
Barchart.com
Topics
Energy
Elon Musk's SpaceX Could IPO By July: Here's What Prediction Markets Say
↗
March 25, 2026
SpaceX's June IPO could be valued at $1.75 trillion with Goldman Sachs, JPMorgan, Morgan Stanley, and Bank of America as senior roles.
Via
Benzinga
Topics
Initial Public Offering
The 4.26% Anchor: Why Stubborn Treasury Yields are Chilling Fed Rate Cut Hopes
March 25, 2026
As of March 25, 2026, the U.S. bond market has hit a psychological and technical crossroads, with the 10-year Treasury note hovering stubbornly at 4.26%. This level, once considered a temporary peak...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?
March 25, 2026
Bank of America reinstated coverage of ORCL with a $200 price target.
Via
Barchart.com
Topics
Artificial Intelligence
Bank of America Is Betting That Nebius Stock Still Has 30% Upside Potential. Should You Buy It Here?
March 25, 2026
Nebius stock has surged nearly 300% in a year as investors bet on explosive AI-cloud growth and major contracts with Meta and Microsoft.
Via
Barchart.com
Topics
Artificial Intelligence
Corning Inc. (NYSE: GLW): The Material Architect of the AI and Broadband Era
March 25, 2026
March 25, 2026 Introduction In the rapidly evolving landscape of 2026, few companies occupy as pivotal a position in the global technology infrastructure as Corning Inc. (NYSE: GLW). Long regarded as a...
Via
Finterra
Topics
Artificial Intelligence
Economy
Electric Vehicles
Is Microsoft a Drop-Dead Bargain? 1 Wall Street Analyst Thinks So
↗
March 24, 2026
Microsoft keeps falling further, but one analyst called it a big AI winner.
Via
The Motley Fool
Topics
Artificial Intelligence
Silver Prices Have Plunged 20% in Just 1 Month. Should You Buy the Dip?
March 24, 2026
Silver prices have slipped significantly in March, but there are ample reasons for long-term investors to load up on the white metal at the current price.
Via
Barchart.com
Topics
Economy
Electric Vehicles
5 Bank Stocks to Avoid as Financials Falter
↗
March 24, 2026
It's been a tough quarter for U.S. stock market sectors, especially for financials. The Financial Select Sector SPDR Fund (NYSE:XLF) has dropped over 10%, with headwinds such as the Iran war and...
Via
Benzinga
Topics
Bonds
Economy
BofA Analysts See CoreWeave Stock Headed Higher
↗
March 24, 2026
Shares of CoreWeave, Inc. (NASDAQ: CRWV) are trending Tuesday. Analysts at Bank Of America reinstated coverage of the stock, giving it a Buy rating and $100 price target.
Via
Benzinga
Bank Stocks Just Got Some Very Good News
↗
March 24, 2026
Banking regulators just proposed easing capital requirements for banks.
Via
The Motley Fool
Topics
Economy
The Gold Paradox: Why Investors Aren’t Finding Safety in Precious Metals During a Global Crisis
March 24, 2026
In this video, our top technical analyst explains how capital flows are dictating the downside moves in gold and silver.
Via
Barchart.com
Topics
Bonds
ETFs
Economy
Here's How Oil Stock Volatility Is Affecting This Leading Solar Energy Company
↗
March 24, 2026
SolarEdge Technologies is among the clean-energy stocks benefiting from oil market turbulence -- a movie investors have seen before.
Via
The Motley Fool
Topics
ETFs
BofA: Nebius Positioned As Share-Taker In AI Computing
↗
March 24, 2026
Bank of America initiated coverage of Nebius stock with a buy rating. BofA said Nebius is well positioned to gain cloud computing market share.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Bank of America (BAC): The 2026 Deep Dive on Consumer Resilience and the AI Banking Revolution
March 24, 2026
As of today, March 24, 2026, Bank of America (NYSE: BAC) stands as a titan at the intersection of traditional financial stability and aggressive digital transformation. In an era where the "hard...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
Morgan Stanley Is Doubling Down on Apple Stock Thanks to Still-High iPhone Demand. Should You Buy AAPL Here?
March 24, 2026
Morgan Stanley published a new note analyzing the sustained demand for iPhones.
Via
Barchart.com
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