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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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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
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
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Event Schedule
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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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Oracle Corp
(NY:
ORCL
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225.78
+22.08 (+10.84%)
Official Closing Price
Updated: 7:00 PM EDT, May 29, 2026
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Yield Shock: U.S. 10-Year Treasury Hits 4.34% as Inflation Fears and Borrowing Needs Surge
April 07, 2026
The U.S. bond market is sending a stark message to investors as the 10-year Treasury note yield climbed to 4.34% today, April 7, 2026. This move marks a critical juncture for the financial markets,...
Via
MarketMinute
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The AI ROI Reset: A Deep Dive into Microsoft (MSFT) in 2026
April 07, 2026
As of today, April 7, 2026, Microsoft Corporation (NASDAQ: MSFT) finds itself at a pivotal crossroads. After a historic rally throughout 2024 and 2025 that saw the tech giant briefly eclipse a $3.4...
Via
Finterra
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Billionaire Warren Buffett Says He Sold His Favorite Stock "Too Soon." Should Investors Back Up the Truck?
↗
April 07, 2026
Warren Buffett recently did an interview with CNBC, in one of his first public appearances since stepping down as CEO of Berkshire Hathaway.
Via
The Motley Fool
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3 Sectors to Buy While They're Down and 1 to Walk Away From
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April 07, 2026
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Hold These 3 High-Yield Pipeline Stocks Forever and Let the Income Roll In
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April 07, 2026
These stocks keep oil, gas, and dividends flowing.
Via
The Motley Fool
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The Great Tech Decoupling: Investors Retreat to 'Fortress' Balance Sheets as Tesla Falters
April 06, 2026
On Monday, April 6, 2026, the technology sector witnessed a stark divergence in market sentiment, highlighting a growing rift between reliable mega-cap stalwarts and high-beta growth stories. While the...
Via
MarketMinute
Topics
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Electric Vehicles
Matt Cretzman’s Skill Refinery Tackles Enterprise Knowledge Loss as AI-Driven Layoffs Accelerate
April 06, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Intellectual Property
Workforce
The Oracle Legal Group Helps Employers Navigate Hiring Foreign Nationals Amid Shifting U.S. Policies
April 06, 2026
Via
AB Newswire
Topics
Immigration
The Wage Growth Whisper: Why a 0.2% Reading Offers the Fed a Lifeline Amidst a Hiring Surge
April 06, 2026
The U.S. labor market delivered a profound "plot twist" on April 3, 2026, as the March jobs report revealed a massive headline payroll beat that defied recessionary fears and geopolitical headwinds....
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Zettascale Ambitions: How AI Infrastructure Spending is Insulating Oracle and Cloud Titans from Macro Shocks
April 06, 2026
The global financial landscape in early 2026 remains a study in contrasts. While traditional sectors grapple with the lingering effects of the "2025 Tariff Shock" and cooling consumer demand, the cloud...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Yield Shock: 10-Year Treasury Hits 4.35% as March Jobs 'Surprise' Redefines the Fed’s Path
April 06, 2026
Global financial markets were sent into a tailspin this week as the 10-year Treasury yield surged to a multi-month high of 4.35% following a blockbuster March employment report that shattered consensus...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Great Credit Bifurcation: Leveraged Loan Market Plummets 34% in Q1 2026
April 06, 2026
As the first quarter of 2026 comes to a close, the high-flying leveraged finance market has hit a significant turbulence zone. Data for the quarter reveals a sharp 34% decline in leveraged loan...
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Bonds
Goldman Sachs Forecasts 12% S&P 500 Surge in 2026: The Five Pillars of a Maturing Bull Market
April 06, 2026
As the second quarter of 2026 kicks off, the investment landscape is being defined by a renewed sense of optimism from Wall Street’s most influential voices. Goldman Sachs (NYSE: GS) has officially...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Oracle Appoints Hilary Maxson as CFO Amidst 20% AI-Driven Growth Surge
April 06, 2026
AUSTIN, Texas — In a move that signals a major strategic shift toward fiscal discipline during its most aggressive expansion phase, Oracle Corporation (NYSE: ORCL) officially welcomed Hilary Maxson as...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Bragar Eagel & Squire, P.C. Urges Oracle Corporation Investors to Contact the Firm Regarding their Rights Before End of Day
April 06, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Oracle Brings In Schneider Electric Veteran To Lead Finance
↗
April 06, 2026
Hilary Maxson joins Oracle as CFO to scale cloud and AI infrastructure. Learn about her background at Schneider Electric and AES Corporation.
Via
Benzinga
Topics
Artificial Intelligence
Billionaire Warren Buffett Just Said 5 Words That Confirmed Wall Street's Deepest Fears
↗
April 06, 2026
Investors listen to Warren Buffett when he speaks about the markets, given his phenomenal track record.
Via
The Motley Fool
Topics
Bonds
Why Are ORCL Stock Investors So Excited About Oracle Layoffs?
April 06, 2026
Oracle’s global layoffs are being viewed not as a sign of weakness but as a strategic move to free up cash for AI expansion, boosting investor confidence in ORCL’s long-term growth story.
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Workforce
Oracle Lays Off Thousands, Ramps Up AI Spending
April 06, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
Oracle Names New CFO Amid Massive AI Cloud Build-Out
↗
April 06, 2026
Oracle stock climbed Monday after the tech giant said it has hired Hilary Maxson as CFO. Maxson takes the role as Oracle is ramping AI costs.
Via
Investor's Business Daily
Topics
Artificial Intelligence
ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit with the Schall Law Firm
April 06, 2026
From
Schall Law
Via
GlobeNewswire
Oracle Shares Are Down 24% So Far in 2026 Amid AI Bubble Fears. Can It Still Come Out on Top?
↗
April 06, 2026
Oracle's AI investments are pressuring the stock today but can prove to be a major growth engine in the long run.
Via
The Motley Fool
Topics
Artificial Intelligence
While Wall Street Worries, This Cheap Warren Buffett Stock Is a Screaming Buy
↗
April 05, 2026
In uncertain times, it's a good idea to look to the Oracle of Omaha.
Via
The Motley Fool
Topics
Economy
Wall Street Is Wrong About Oracle -- This $553 Billion Backlog Tells a Different Story for 2026
↗
April 05, 2026
Wall Street is telling investors that Oracle's future is bleak, but it may not be as troubled as some investors fear.
Via
The Motley Fool
Topics
Artificial Intelligence
The S&P 500 Sank by 5% Last Month, but Here's Why This Super Semiconductor Stock Bucked the Sell-Off
↗
April 04, 2026
Advanced Micro Devices (AMD) is proving resilient in the face of the broader market sell-off.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
ORCL Deadline in 2 Days: Kessler Topaz Meltzer & Check, LLP Reminds Oracle Corporation (ORCL) Investors of Filing Deadline in Class Action Lawsuit
April 04, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Artificial Intelligence
Fraud
Lawsuit
ORCL Deadline in 2 Days: Kessler Topaz Meltzer & Check, LLP Reminds Oracle Corporation (ORCL) Investors of Filing Deadline in Class Action Lawsuit
April 04, 2026
Did you buy ORCL securities between June 12, 2025, and December 16, 2025?
Via
TheNewswire.com
Topics
Artificial Intelligence
Fraud
Lawsuit
MarketBeat Week in Review – 03/30 - 04/03
↗
April 04, 2026
The more things change, the more they stay the same. For investors, that means that the direction of stocks on any given day has been inversely correlated to the price of oil. And heading into a long...
Via
MarketBeat
Warren Buffett's Favorite Holdings: 3 Stocks Worth Owning for a Lifetime
↗
April 04, 2026
It makes sense to add these core "Buffett stocks" to your long-term portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
Deadline Soon: Oracle Corporation (ORCL) Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz About Securities Fraud Lawsuit
April 03, 2026
From
The Law Offices of Frank R. Cruz
Via
Business Wire
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