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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Back Dated Performance Reports
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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
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Updated: 7:00 PM EDT, Apr 7, 2026
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AI Supercycle: Massive Tech Investments Projected to Fuel 40% of U.S. GDP Growth in 2026
March 09, 2026
As of March 9, 2026, the United States economy finds itself at a historic crossroads, propelled by a surge in artificial intelligence investment that has defied early skeptics. New data from the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Amazon-Anthropic Partnership: Military Use Excluded from Claude AI on AWS
March 09, 2026
SEATTLE — In a move that formalizes a growing rift between Silicon Valley’s ethical guardrails and Washington’s defense requirements, Amazon (NASDAQ: AMZN) announced today, March 9, 2026, that it has...
Via
MarketMinute
Topics
Artificial Intelligence
Oracle Research Feature: The AI Infrastructure Powerhouse (March 2026)
March 09, 2026
Introduction As of March 9, 2026, Oracle Corporation (NYSE: ORCL) stands at the most consequential crossroads in its nearly 50-year history. Once the undisputed titan of the legacy database market, the...
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit with the Schall Law Firm
March 09, 2026
From
Schall Law
Via
GlobeNewswire
Oracle Earnings On Deck Amid AI Debate. Here's What To Watch.
↗
March 09, 2026
Oracle stock is down 50% from September highs, with Q3 earnings offering a chance to rebuild momentum from its AI rally.
Via
Investor's Business Daily
Topics
Artificial Intelligence
10 Bearish Option Setups That Just Triggered (March 9 Screener)
March 09, 2026
With markets in crisis, it’s a good time to check in on our bear put spread screener.
Via
Barchart.com
Stocks Set to Open Lower as Oil Prices Surge Above $100 on Middle East Conflict
March 09, 2026
March S&P 500 E-Mini futures (ESH26) are down -1.08%, and March Nasdaq 100 E-Mini futures (NQH26) are down -1.12% this morning, pointing to further losses on Wall Street as the escalating Middle East...
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Warren Buffett Retired Having Not Purchased His Favorite Stock -- a Company He Spent $78 Billion Buying Over 6 Years -- in 19 Months
↗
March 09, 2026
The Oracle of Omaha is unwavering when it comes to value -- even with his favorite stock to buy.
Via
The Motley Fool
Topics
Retirement
3 of Wall Street’s Favorite Stocks with Warning Signs
March 09, 2026
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remember...
Via
StockStory
Topics
Supply Chain
Inflation Data And Oracle Earnings Scheduled As Oil Prices Hit Multiyear Highs
↗
March 09, 2026
Via
Talk Markets
Topics
Economy
What To Expect From Oracle’s (ORCL) Q1 Earnings
March 08, 2026
Enterprise software giant Oracle (NYSE:ORCL) will be reporting earnings this Tuesday afternoon. Here’s what investors should know. Oracle missed analysts’ re...
Via
StockStory
INTU Stock Leads Software Comeback With Best Week In 25 Years As Anthropic AI Fears Ease
↗
March 08, 2026
Shares of key software majors Oracle, Microsoft, and Salesforce also gained last week.
Via
Stocktwits
Topics
Artificial Intelligence
Oracle Corporation (ORCL) Securities Fraud Class Action Lawsuit Filed; April 6, 2026, Lead Plaintiff Deadline
March 08, 2026
Did you buy ORCL common stock between June 12, 2025, and December 16, 2025?
Via
TheNewswire.com
Topics
Artificial Intelligence
Fraud
Lawsuit
Oracle Corporation (ORCL) Securities Fraud Class Action Lawsuit Filed; April 6, 2026, Lead Plaintiff Deadline
March 08, 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
Could Oracle Be a Millionaire-Maker Stock?
↗
March 08, 2026
This company has an aggressive growth strategy, but some investors are skeptical.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Iran War, CPI and Other Key Thing to Watch this Week
March 08, 2026
Markets enter a critical week following last week's February jobs report that showed the U.S. economy lost around 92,000 jobs, which was a dramatic miss that has intensified recession concerns and...
Via
Barchart.com
Topics
Economy
Government
2 Warren Buffett Stocks to Buy Hand Over Fist This Month, and 1 to Avoid
↗
March 08, 2026
Warren Buffett's still got his magic touch, but even the Oracle of Omaha can't fully foresee every change to every industry that might undermine one of his picks.
Via
The Motley Fool
Topics
Credit Cards
Economy
Marc Benioff Said Mass AI Layoffs Weren't Coming. Then Came A Brutal Week For White-Collar Jobs.
↗
March 07, 2026
Salesforce CEO Marc Benioff downplayed fears of AI causing mass layoffs, but Morgan Stanley, Oracle, Capital One made headlines on job cuts during the same week. A comment that didn't age well?
Via
Benzinga
Topics
Artificial Intelligence
Workforce
Terry Smith, the "English Warren Buffett," Says This Trend Is Pushing the Stock Market Toward "a Major Investment Disaster"
↗
March 07, 2026
Here's how investors can prepare for it.
Via
The Motley Fool
Topics
Stocks
Oracle, OpenAI Reportedly Scrap Plan To Expand AI Data Center
↗
March 06, 2026
Oracle stock reversed lower following reports that Oracle and OpenAI are no longer in talks to expand a major AI data center.
Via
Investor's Business Daily
Topics
Artificial Intelligence
As Crude Oil Prices Spike Amid U.S.-Iran Conflict, Warren Buffett Once Warned that the Government Is ‘Exceptional’ at ‘Printing Money and Creating Promises’ But Can’t ‘Print Gold or Create Oil’
March 06, 2026
Warren Buffett's past comments can provide insight into the current environment of surging oil prices in the wake of the U.S.-Iran war. Here's what the Oracle has had to say.
Via
Barchart.com
Topics
Economy
Oracle, OpenAI Scrap Texas AI Data Center Expansion Plans; Meta Eyes Site: Report
↗
March 06, 2026
According to a report from Bloomberg, Oracle and OpenAI’s fallout has created room for Meta to consider leasing the site.
Via
Stocktwits
Topics
Artificial Intelligence
The New King of Hollywood: Paramount Skydance Emerges as Frontrunner for Warner Bros. Discovery in Landmark $111 Billion Deal
March 06, 2026
In a move that has sent shockwaves through the global media landscape, Paramount Skydance (NYSE:PSKY) has solidified its position as the primary suitor for Warner Bros. Discovery (NASDAQ:WBD). Shares...
Via
MarketMinute
These S&P500 stocks are moving in today's session
↗
March 06, 2026
Via
Chartmill
Blue-Chip Resilience: Salesforce and IBM Outpace High-Growth Rivals as Market Pivot Prioritizes Profitability
March 06, 2026
NEW YORK — In a striking reversal of the "growth-at-all-costs" narrative that defined the previous decade, legacy technology giants Salesforce (NYSE: CRM) and IBM (NYSE: IBM) emerged as the primary...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
OpenAI’s 'Return to Growth' Memo Sparks Data Center Frenzy: Oracle’s $300 Billion Gamble Under the Microscope
March 06, 2026
As of March 6, 2026, the artificial intelligence landscape has shifted from a period of cautious consolidation to one of aggressive, hardware-driven expansion. An internal memo from OpenAI CEO Sam...
Via
MarketMinute
Topics
Artificial Intelligence
Energy
Workforce
This Ridiculously Cheap Warren Buffett Stock Could Make You Richer
↗
March 06, 2026
Could one of Warren Buffett's rare losers be a winner for your portfolio?
Via
The Motley Fool
Topics
Economy
Retirement
The 'AI Gap' Widens: MongoDB’s Record Q4 Results Met with Market Skepticism as Enterprise Cloud Spending Shifts
March 06, 2026
On March 5, 2026, MongoDB, Inc. (NASDAQ: MDB) released its fourth-quarter and full-year fiscal 2026 results, reporting a 27% year-over-year revenue increase to $695.1 million. Despite beating analyst...
Via
MarketMinute
Topics
Artificial Intelligence
ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit with the Schall Law Firm
March 06, 2026
From
Schall Law
Via
GlobeNewswire
Oracle Launches AI Tool To Predict Construction Safety Risks
↗
March 06, 2026
Oracle launches an AI-powered Construction and Engineering Advisor for Safety, using data from 10,000 project-years to help firms predict risks and improve jobsite safety.
Via
Benzinga
Topics
Artificial Intelligence
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