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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
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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
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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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BlackRock
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Updated: 7:00 PM EDT, May 8, 2026
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'Unimagined' Without Apple: Tim Cook Dismisses Retirement Rumors as Tech Giant Approaches 50th Anniversary
March 17, 2026
In a rare and candid display of institutional commitment, Apple Inc. (NASDAQ: AAPL) CEO Tim Cook has formally pushed back against swirling retirement rumors as he reaches his 65th birthday milestone....
Via
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Geopolitical Firestorm: US-Iran Conflict Triggers 70% VIX Surge and Energy Market Upheaval
March 17, 2026
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BlackRock (BLK) Enters Key Buying Zone below $1000
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March 17, 2026
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March 17, 2026
Principal Financial Group has underperformed the Dow recently, and analysts remain cautious about the stock’s prospects.
Via
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The Swoosh Pivot: A Deep Dive into Nike’s (NKE) 2026 Rebuilding Era
March 17, 2026
As of March 17, 2026, Nike, Inc. (NYSE: NKE) finds itself at one of the most critical junctures in its 62-year history. After a tumultuous period defined by a rigid shift toward direct-to-consumer...
Via
Finterra
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United Airlines (UAL): The Rise of a Premium Powerhouse in the ‘United Next’ Era
March 17, 2026
As of March 17, 2026, United Airlines Holdings, Inc. (NASDAQ: UAL) stands at a pivotal junction in its storied century-long history. Once viewed as a perennial laggard behind industry darling Delta Air...
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Finterra
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Victory Capital Escalates Bidding War for Janus Henderson with 'Clearly Superior' Cash-Rich Offer
March 17, 2026
In a high-stakes showdown that has electrified the asset management sector, Victory Capital Holdings (NASDAQ: VCTR) has significantly increased its bid for Janus Henderson Group (NYSE: JHG), submitting...
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The Silent Engine of Federal Modernization: A Deep-Dive Into SAIC (NYSE: SAIC) in 2026
March 17, 2026
As of March 17, 2026, Science Applications International Corp. (NYSE: SAIC) stands at a critical crossroads in its decade-long journey as a "pure-play" government services provider. Long regarded as a...
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Finterra
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Lululemon (LULU) at the Crossroads: A 2026 Deep-Dive Research Feature
March 17, 2026
As of March 17, 2026, Lululemon Athletica Inc. (NASDAQ: LULU) stands at one of the most significant crossroads in its 28-year history. Once the undisputed titan of the premium athleisure market, the...
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Finterra
Topics
Economy
Initial Public Offering
World Trade
Bitcoin Is Down 42%. Here Are 3 Reasons Why It's a No-Brainer Buy in March.
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March 17, 2026
With a negative narrative surrounding Bitcoin, it's time for investors to focus on the most important factors.
Via
The Motley Fool
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The Digital Renaissance of News Corp: From Print Legacy to AI Powerhouse
March 17, 2026
Date: March 17, 2026 Introduction As the global media landscape undergoes its most profound transformation since the advent of the internet, News Corporation (NASDAQ: NWSA, NWS) stands at a critical...
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Finterra
Topics
Artificial Intelligence
Economy
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The Orange Empire: A Deep-Dive into Public Storage (PSA) and the Evolution of the Self-Storage REIT
March 17, 2026
As of March 17, 2026, the self-storage landscape has reached a historic inflection point. Public Storage (NYSE: PSA), the long-standing titan of the industry, has once again asserted its dominance with...
Via
Finterra
Topics
Artificial Intelligence
Economy
Emissions
Air Liquide Announces Strategic Response to Russian Asset Nationalization, Reassures Investors on Global Business Stability
March 16, 2026
Via
AB Newswire
New Crypto: Ethereum Based Pepeto Updates Secure DeFi Exchange as Ethereum Price Surges 10% and Trump Rate Cuts Push Market Higher
March 16, 2026
Ethereum based crypto Pepeto just released a major update to its secure DeFi exchange the same week the ethereum price
Via
First Publisher
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ETFs
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Bitcoin Reclaims $74,512: Institutional Powerhouse Drives Major Crypto Rebound
March 16, 2026
NEW YORK — In a resounding display of market resilience, Bitcoin (BTC) surged to $74,512 today, March 16, 2026, marking a pivotal recovery for the world’s largest cryptocurrency. This rally, which...
Via
MarketMinute
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ETFs
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Software Apocalypse? JPMorgan’s Private Credit Markdowns Send Shockwaves Through Ares, Blue Owl, and KKR
March 16, 2026
The private credit market, long considered the "golden child" of the alternative investment world, is facing its most significant liquidity test in years. On March 16, 2026, selling pressure in the...
Via
MarketMinute
Topics
Artificial Intelligence
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Regulatory Compliance
Why Customers Bancorp (CUBI) Stock Is Up Today
March 16, 2026
What Happened? Shares of regional banking company Customers Bancorp (NYSE:CUBI) jumped 4.2% in the afternoon session after Stephens upgraded the stock to "Eq...
Via
StockStory
Blackrock Fence & Construction Emphasizes Critical Role of Proper Post Depth in Fence Installation Success
March 16, 2026
LEAGUE CITY, TX - March 16, 2026 - PRESSADVANTAGE - Blackrock Fence & Construction, a leading fence contractor serving the Greater Houston area, is highlighting the importance of proper fence...
Via
Press Advantage
The Shadow Banking Crack-Up: Private Credit Faces Its Moment of Truth
March 16, 2026
As of March 16, 2026, the $2.1 trillion private credit market is navigating its most perilous period since the 2008 financial crisis. What was once heralded as a "golden age" for non-bank lending has...
Via
MarketMinute
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Artificial Intelligence
Economy
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Ross Stores (ROST) Deep Dive: Mastering the Treasure Hunt in a Shifting Retail Era
March 16, 2026
As of March 16, 2026, the retail landscape continues to grapple with shifting consumer spending patterns and persistent macro-economic pressures. Amidst this volatility, Ross Stores, Inc. (NASDAQ:...
Via
Finterra
Topics
Earnings
Economy
World Trade
The Flight of the Phoenix: GE Aerospace Redefines Industrial Leadership in 2026
March 16, 2026
As of March 16, 2026, GE Aerospace (NYSE: GE) has completed its transformation from a sprawling, troubled conglomerate into a focused, high-margin aviation powerhouse. Once the bellwether of American...
Via
Finterra
Topics
Economy
Emissions
Supply Chain
The Credit Titan: A Deep-Dive into Ares Management (NYSE: ARES) and the Private Credit 2.0 Era
March 16, 2026
As of March 16, 2026, the global financial landscape is undergoing a structural realignment. The "Great Rotation" of the 2020s—where institutional and retail capital shifted from traditional public...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
The AI Pipeline: A Deep-Dive into Credo Technology Group (CRDO) and the Future of 1.6T Connectivity
March 16, 2026
As of March 16, 2026, the global technology sector remains gripped by the "AI Arms Race," a massive capital expenditure cycle where hyperscale data center operators are racing to build the computing...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Broadcom (AVGO): The Architect of the AI Infrastructure Supercycle
March 16, 2026
As of March 16, 2026, the global technology landscape is no longer just "AI-aware"—it is AI-native. At the epicenter of this industrial transformation is Broadcom Inc. (Nasdaq: AVGO), a company that...
Via
Finterra
Topics
Artificial Intelligence
Economy
Government
The Century Gamble: Alphabet’s $180B AI Pivot and the 100-Year Bond Strategy
March 16, 2026
As of March 16, 2026, Alphabet Inc. (NASDAQ: GOOGL) finds itself at a historic crossroads, transitioning from a dominant software and services provider into what analysts are calling a...
Via
Finterra
Topics
Artificial Intelligence
Bonds
Economy
The Camarillo Comeback: A Deep-Dive into Semtech Corporation’s (SMTC) AI-Driven Transformation
March 16, 2026
Today, March 16, 2026, Semtech Corporation (NASDAQ: SMTC) released its fourth-quarter and full-fiscal year 2026 earnings, marking what many analysts are calling the final chapter of a remarkable...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Strategy Snaps Up $1.57B Of Bitcoin, Narrows Gap With BlackRock’s IBIT
↗
March 16, 2026
Strategy bought its Bitcoin after selling 11.8 million of STRC preferred shares and common stock.
Via
Stocktwits
Topics
ETFs
Crypto News: Pepeto Announces Binance Level Exchange Update And Ethereum Price Prediction Eyes $7,000
March 15, 2026
Pepeto's team announces a critical milestone on its Binance level exchange, advancing the order matching engine and cross chain liquidity
Via
First Publisher
Topics
Artificial Intelligence
ETFs
Oil CEOs Warn of Supply Shock, Morgan Stanley & BlackRock Limit Withdrawals And More: This Week In Economy
↗
March 15, 2026
This week, finance and energy leaders warned of oil supply shocks, market risks, and global economic fallout from Strait of Hormuz tensions.
Via
Benzinga
MSTR Closing Gap With BlackRock’s IBIT In Race For Largest Bitcoin Treasury
↗
March 14, 2026
Strategy might swiftly close the deficit by buying 40,774 BTC, worth $2.88 billion, at $70,539 per BTC.
Via
Stocktwits
Topics
ETFs
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