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home
about us
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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
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Quarterly Performance Reports
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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
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Event Schedule
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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
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Vanguard Total Stock Market ETF
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334.08
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Updated: 8:00 PM EDT, Oct 30, 2025
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Microsoft’s ‘Eye-popping’ Q4 AI, Cloud Strength Wins A Price-Target Hike — Analyst Says ‘Watershed Quarter For Redmond’
July 31, 2025
Via
Stocktwits
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Meta’s Blowout Q2 Drives Stock To New High In Extended Session — Analyst Says Company Well On Way To Be ‘AI Powerhouse’
July 31, 2025
Among key user metrics, family daily active people (DAP) rose 6% YoY to 3.48 billion, ad impressions climbed 11%, and average price per ad increased 9%.
Via
Stocktwits
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Sam Altman’s OpenAI Now Rakes In $1B Monthly, Thanks To Explosive ChatGPT User Growth: Report
July 31, 2025
The company has increased its cash burn estimate to a staggering $8 billion for 2025, substantially higher than the previously estimated $1 billion.
Via
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Artificial Intelligence
PayPal's Q2 Earnings Divide Wall Street, But Retail Bulls Are Charging Ahead
July 30, 2025
PayPal’s Q2 revenue climbed 55% year-on-year to $8.3 billion, beating the consensus estimate of $8.08 billion, as per Fiscal AI data.
Via
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Earnings
Marvell Stock Is Trending On Wednesday Morning: Here’s Why South Korea’s Rebellions And Microsoft Are In The Picture
July 30, 2025
Via
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Fatburger Parent’s Stock Jumps Premarket After DoJ Drops Financial Misconduct Charges Against Firm, Former CEO
July 30, 2025
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Amazon Q2 Earnings To Offer First Big Read On Trump Tariff Impact On Consumers: Here’s What Analysts Expect
July 30, 2025
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Government
This Logistics Stock Tumbled 10% After Downbeat Q2 Earnings, But Retail’s Eyeing Buy-On-Dip Opportunities: Details Inside
July 29, 2025
Via
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Why Is Vertiv Stock Rising Today? Here’s What The CEO Said About Capacity Expansion And Innovation Pipeline
July 30, 2025
Vertiv’s Q2 revenue jumped 35% year-on-year to $2.64 billion, beating the analysts’ consensus estimate of $2.36 billion, as per Fiscal AI data.
Via
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Topics
Artificial Intelligence
Seagate, Freshworks, Palo Alto Networks Draw Heavy Retail Chatter On Stocktwits Among Tech Stocks: More Details Inside
July 30, 2025
Seagate saw retail chatter surge 4300% in 24 hours after the company reported better-than-expected fourth-quarter earnings.
Via
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Topics
Artificial Intelligence
Stocks
Meta Q2 Earnings On Deck: Can Zuckerberg Justify Meta’s Massive AI Bet To Wall Street?
July 30, 2025
According to the Fiscal.ai-compiled consensus, Meta is expected to report earnings per share (EPS) of $5.86 and revenue of $44.84 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Can Microsoft's Q4 Earnings Push Its Valuation Past $4 Trillion? Here Are 3 Things Investors Are Watching
July 30, 2025
The software giant is widely expected to report earnings per share of $3.38 and revenue of $73.83 billion for the fourth quarter of the fiscal year 2025, according to the Fiscal.ai-compiled consensus.
Via
Stocktwits
Topics
Artificial Intelligence
AstraZeneca Q2 Beats On Cancer Drug Sales, Maintains Guidance — Shares Rise Premarket As Retail Cheers
July 29, 2025
Via
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Apple To Close China Store In Rare Exit: What's Behind The Surprise Move?
July 29, 2025
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Charter Buzzes With Bullish Chatter Despite Subscriber Drop And Mixed Q2 Results: Here’s Why
July 25, 2025
Via
Stocktwits
Microsoft CEO Satya Nadella Breaks Silence On Layoffs Ahead Of Earnings Next Week: ‘This Is The Enigma Of Success’
July 25, 2025
Via
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Topics
Workforce
Starbucks Q3 Print Largely Disappoints Even As CEO Pitches 'A Wave Of Innovation In 2026' — Retail Isn’t Convinced Yet
July 29, 2025
The results, which showed some pockets of improvement, such as growth in the China business, cast doubt over the company's turnaround efforts.
Via
Stocktwits
Gary Black Cites Tesla Executive To Say A Smaller Pickup Truck Can Boost EV Giant’s Annual Delivery Volumes, Earnings
July 29, 2025
According to Black, a smaller pickup could add 420,000 incremental units per year to Tesla deliveries with little or no cannibalization on the other EV models of the company, provided that the...
Via
Stocktwits
SoFi’s ‘Disruptive’ Bank Model Gets A Wall Street Thumbs Up: Retail Chatter Explodes 380% In 24 Hours
July 29, 2025
William Blair expects SoFi’s expanding lineup of financial products, ranging from savings and spending tools to lending, investing, and advisory services, to erode the market share of legacy banks...
Via
Stocktwits
Topics
Artificial Intelligence
UnitedHealth Stock Slides Pre-Market On Disappointing Full-Year Guidance, Q2 Earnings: But Retail Expects A Bounceback
July 29, 2025
The health insurer said that the company expects to return to earnings growth in 2026.
Via
Stocktwits
Topics
Artificial Intelligence
Intel Analyst Says No ‘Meaningful Growth Drivers’ Ahead After Q2 Revenue Beat, Austerity Measures — But Retail Turns Upbeat
July 25, 2025
Via
Stocktwits
This Chip Software Provider Witnessed A Whopping 3,400% Jump In Retail Chatter Over 24 Hours: Here’s Why
July 29, 2025
Cadence experienced a 3,400% explosion in Stocktwits user message count in the last 24 hours after better-than-expected Q2 earnings.
Via
Stocktwits
Topics
Artificial Intelligence
Stellantis Stock Slides Premarket As Auto Giant’s Reinstated Guidance Leaves Investors Unimpressed
July 29, 2025
CEO Antonio Filosa, who took over the reins in late May, said, “2025 is turning out to be a tough year, but also one of gradual improvement.”
Via
Stocktwits
Topics
Government
World Trade
India Dethrones China As Top Smartphone Shipper To US In Q2 As Apple’s Supply‑Chain Shift Gains Traction
July 29, 2025
Via
Stocktwits
Nvidia Stock On Track For Fresh Peak After Reportedly Ordering 300K H20 AI Chips From TSMC — Retail Optimism Grows
July 29, 2025
Nvidia’s new chip orders would augment its existing inventory of 600,000 and 700,000 H20 chips, the report said.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Supply Chain
Walmart CEO Doug McMillon Sells $1.9M Shares, Continuing Small Divestitures
July 28, 2025
On Stocktwits, the retail sentiment for Walmart’s shares shifted to 'neutral' from 'bullish.'
Via
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ETFs
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Supply Chain
Marvel’s 'Fantastic Four: First Steps' Heralds More Good News For Disney With $218M Global Weekend Haul
July 28, 2025
According to Variety, premium large formats, led by IMAX, drove 46% of the ticket sales for the retro-futuristic adventure movie.
Via
Stocktwits
Tesla’s Week So Far: Q2 Earnings, Robotaxi Expansion, And Cheaper Model Promises Double Retail Chatter On Stocktwits
July 25, 2025
Tesla, with over a million followers, became the top-trending stock on Stocktwits on Friday afternoon.
Via
Stocktwits
Topics
Electric Vehicles
World Trade
Intel Warns It May Abandon Foundry Plans Without Customers, Ignites Retail Skepticism
July 25, 2025
In a filing, the company stated that it may suspend or abandon its foundry operations entirely if it fails to secure a significant client for its next-generation chips.
Via
Stocktwits
Paramount Finally Gets Trump Administration’s Greenlight For $8B Skydance Merger — Co-CEO Chris McCarthy Rumored To Quit
July 25, 2025
Via
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Topics
Government
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