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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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TAF sm Program
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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 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
Tax-Free Income Seminar
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(TSX:
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Updated: 3:59 PM EST, Jan 6, 2026
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Bank Of America Q3 Preview: Warren Buffett Has Been Selling, Will The Company Beat Earnings Again?
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Several large bank stocks report quarterly results this week, including Bank of America.
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Buffett has beaten the market over time.
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Should You Forget Sirius XM Holdings (SIRI)? This Stock Has Made Far More Millionaires
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October 13, 2025
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What Will Warren Buffett's Last Deal Mean for the Future of Berkshire Hathaway?
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October 13, 2025
Buffett's likely last deal is a win-win for the company.
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Prediction: These Will Be Wall Street's 2 Most Prominent Stock-Split Stocks of 2026
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October 12, 2025
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Does Warren Buffett Know Something Wall Street Doesn't? The Billionaire Legend Dumps $122 Billion of This Key Holding While Buying $4 Billion of These Out-of-Favor Stocks.
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Buffett loves these companies with wide moats but beaten-down stock prices.
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Where Will Apple (AAPL) Be in 5 Years?
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Apple is a wonderful company, and it remains Berkshire's biggest holding.
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Billionaires Warren Buffett, Israel Englander, and Steven Cohen Are Piling Into Wall Street's Most Popular Reverse Stock Split of 2025
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Reverse stock splits allow companies to artificially increase their stock price and lower their outstanding share count without changing the market cap.
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Billionaire Bill Gates Has 67% of His Foundation's $48 Billion Portfolio Invested in These 3 Stocks -- and Wall Street Absolutely Loves One of Them
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This growth stock could make a lot more money for investors -- and charity.
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This contrarian pick has richly rewarded shareholders over the years.
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The Stock Market Is Doing Something It Hasn't Done in Over a Half-Century, and It Could Signal a Big Move in 2026
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The Best Warren Buffett Stocks to Buy With $1,000 Right Now
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Warren Buffett Recommends Most Investors Buy This 1 Index Fund -- and It Could Turn Just $200 per Month Into $400,000 or More
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Buffett believes investors don't need to do extraordinary things to get great results.
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Warren Buffett's AI Bets: 24% of Berkshire Hathaway's $304 Billion Stock Portfolio Is Held in These 2 Artificial Intelligence (AI) Growth Stocks
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October 10, 2025
The Oracle of Omaha has been (mostly) wise to ignore his own advice.
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Is Berkshire Hathaway Stock a Buy Now?
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October 10, 2025
Berkshire Hathaway just agreed to a roughly $10 billion investment, setting up the new CEO for success.
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The Best Warren Buffett Stocks to Buy With $5,000 Right Now
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October 10, 2025
These holdings in the Berkshire Hathaway portfolio could earn market-beating returns over time.
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3 No-Brainer Warren Buffett Stocks to Buy Right Now
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Coca-Cola, Visa, and Amazon are all reliable long-term investments in this frothy market.
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Warren Buffett Just Spent Over $4 Billion Buying 13 Different Stocks. Here's the Best of the Bunch.
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Meet America's Newest $1 Trillion Company. Warren Buffett Has Spent $78 Billion Buying Its Stock Since 2018.
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When Warren Buffett and his company, Berkshire Hathaway, buy stocks, the market takes notice.
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Warren Buffett's UnitedHealth Bet Is Already Paying Off — Up $295 Million And Rising
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Warren Buffett revealed Berkshire Hathaway taking a stake in UnitedHealth Group in the second quarter. Here's how much the stock is up since.
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Is Occidental Petroleum Stock a Buy After Its $9.7 Billion Deal With Warren Buffett-Led Berkshire Hathaway?
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Oxy turns to a familiar investor to raise cash and improve its balance sheet.
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If You Own Quantum Computing Stocks IonQ, Rigetti, or D-Wave, the Time to Be Fearful When Others Are Greedy Has Arrived
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Billionaire Warren Buffett Is Generating Annual Yields of 37% to 63% From Coca-Cola, American Express, and Moody's -- Here's His Secret
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October 08, 2025
The unsung hero to the Oracle of Omaha's long-term investing outperformance is dividend stocks.
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