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home
about us
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Firm ADV PDFs
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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Apple
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Updated: 4:00 PM EDT, Apr 15, 2026
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Snap Back to Reality: Activist Surge Propels Snap Inc. Shares 12% Higher Amid Calls for Radical Overhaul
April 01, 2026
In a dramatic shift for the social media sector, shares of Snap Inc. (NYSE:SNAP) surged more than 12% on Wednesday as the market reacted to a public campaign launched by activist investor Irenic...
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The AI Superintelligence Era: A Deep-Dive into Meta Platforms (META)
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Alphabet (GOOGL): The AI-Native Conglomerate Navigating a New Era of Dominance and Regulation
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Date: April 1, 2026 Introduction In the high-stakes theater of global technology, few entities command as much gravity as Alphabet Inc. (NASDAQ: GOOGL). For decades, the company was defined by a...
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Apple at 50: The AI Pivot and the Regulatory Reckoning (AAPL)
April 01, 2026
April 1, 2026 Introduction As Apple Inc. (NASDAQ: AAPL) celebrates its 50th anniversary today, the company stands at a historic crossroads. Founded in a California garage on April 1, 1976, Apple has...
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Microsoft (MSFT) Deep-Dive: Navigating the Agentic AI Era and the CapEx Challenge
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Microsoft Corp. (NASDAQ: MSFT) stands at a critical juncture in its five-decade history. Once the undisputed king of the desktop, the Redmond giant has successfully transitioned into an AI-first...
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The Resurrection of a Titan: Can the “Two Intels” Strategy Save the Chip Giant?
April 01, 2026
By: Finterra Research Date: April 1, 2026 Introduction Intel Corporation (NASDAQ: INTC) stands today at the most significant crossroads in its 58-year history. For decades, Intel was synonymous with...
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Apple Is Getting Ready for One of Its ‘Most Lucrative Product Rollouts Ever.’ Should You Buy AAPL Stock First?
April 01, 2026
Wall Street is buzzing about Apple's massive product wave. Here's what investors need to know before making a move.
Via
Barchart.com
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ServiceNow, Apple, Netflix And A Financial Stock: CNBC's 'Final Trades'
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April 01, 2026
ServiceNow shares fell 0.4% to settle at $104.55 on Tuesday, while Apple shares climbed 2.9% to close at $253.79.
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Benzinga
3 Bull Put Spread Ideas to for April 2026
April 01, 2026
The stock market had a huge bounce on Tuesday following signs the US and Iran are seeking to end the war, and if that continues, bull put spread trades could do well.
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Barchart.com
Apple Turns 50: From Garage Startup To $3.73 Trillion Giant—Here's How Much A $1,000 Investment At Its IPO Would Be Worth Today
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April 01, 2026
On Wednesday, Apple celebrates 50 years of innovation, with its IPO-era $1,000 investment now worth over $2.5 million.
Via
Benzinga
Topics
Initial Public Offering
2 Reasons This Warren Buffett Favorite May Soar in 2026
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April 01, 2026
The stock hasn't climbed as much as its peers over the past few years.
Via
The Motley Fool
Topics
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Telegram CEO Pavel Durov Slams Apple For Removing VPN Apps In Russia: 'That's Not Cool'
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April 01, 2026
Telegram CEO Pavel Durov criticized Apple for removing several VPN apps from Russia's App Store, which blocks users from bypassing censorship.
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Benzinga
Buy This Nasdaq Index Fund. History Says It Could Soar More Than 100% in 5 Years.
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April 01, 2026
History says the Nasdaq-100 could more than investors' money by 2031.
Via
The Motley Fool
Topics
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Economy
Stocks
Warren Buffett Went Out With a Bang by Selling 50% of His Bank of America Stake and Piling Into One of the Hottest Oil Stocks on Wall Street
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April 01, 2026
One of the Oracle of Omaha's time-tested investments became his biggest buy as he headed into retirement.
Via
The Motley Fool
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Lamar Odom Shares Chilling Kobe Bryant “Afterlife” Message on DOUBLE COVERAGE PODCAST as Netflix’s Untold Releases Today
April 01, 2026
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Warren Buffett Made a $19.8 Billion Bet and It's Not on AI
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March 31, 2026
The Oracle of Omaha made a surprising final pick that's already paying off.
Via
The Motley Fool
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Could This Be the Big Catalyst That Sends Apple's Stock Soaring in 2026? (Hint: It's Not Artificial Intelligence)
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March 31, 2026
A foldable iPhone could be coming soon.
Via
The Motley Fool
Topics
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"Business Insider Roundtable Podcast" Showcases Insights from Entrepreneurs and CEOs
March 31, 2026
Tampa, Florida--(Newsfile Corp. - March 31, 2026) - Business Insider Roundtable Podcast (not affiliated to businessinsider.com) has launched, offering conversations...
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Newsfile
The Consolidation Renaissance: A Retrospective on the $170 Billion Warner-Paramount Union
March 31, 2026
As of March 31, 2026, the global media landscape has officially been redrawn. The finalized $170 billion merger between Paramount Global (NASDAQ: PARA) and Warner Bros. Discovery (NASDAQ: WBD)—an event...
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MarketMinute
Topics
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Salesforce Insiders Signal Defiant Optimism with Massive Share Purchases Amidst 'SaaSpocalypse'
March 31, 2026
SAN FRANCISCO — In a bold display of corporate conviction, top executives and board members at Salesforce (NYSE:CRM) have launched a massive "buy the dip" campaign as of March 31, 2026, attempting to...
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MarketMinute
Topics
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Labor Market Defies Gravity: February JOLTS Report Shatters Expectations
March 31, 2026
March 31, 2026 — In a stunning display of economic resilience, the U.S. labor market showed no signs of the long-predicted cooling in February. According to the Job Openings and Labor Turnover Survey...
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Apple Roofing Warns Kansas City Homeowners to Prepare for Storm Season With Professional Residential Roof Repair
March 31, 2026
Via
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Palantir, Tesla, Apple Top Iran Retaliation List: 'A US Company Will Be Destroyed'
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March 31, 2026
Iran could target U.S. tech companies that have military contracts. Here's a list of 18 companies on Iran's list.
Via
Benzinga
Buffett Won't Buy Apple Yet — That's A Problem For ETF Investors
↗
March 31, 2026
Warren Buffett says he will not buy Apple right now despite long-term confidence, bringing to the spotlight a passive ETF investing risk.
Via
Benzinga
Topics
ETFs
Why a DRM Player Matters for Secure Streaming and How FairPlay DRM Fits In
March 31, 2026
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AB Newswire
The AI Supercycle Has a New Bottleneck. 1 Growth Stock Is Positioned to Solve It.
↗
March 31, 2026
Lumentum's sales of optical chips are soaring as the AI market expands.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Supply Chain
Is Apple Stock a Buy After Falling 14% From Its All-Time High?
↗
March 31, 2026
Historically, it hasn't been a good idea to bet against the tech leader.
Via
The Motley Fool
Topics
World Trade
Power Integrations, Entegris, and Penguin Solutions Shares Are Soaring, What You Need To Know
March 31, 2026
What Happened? A number of stocks jumped in the afternoon session after Nvidia announced a strategic partnership and a $2 billion investment in fellow chipma...
Via
StockStory
Topics
Artificial Intelligence
The Vanguard ETF That's Quietly Crushing the Market in 2026
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March 31, 2026
It might not be flashy, but it is stable.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Apple Turns 50 — From Near Bankruptcy To $3.6T, Now The AI Test Begins
↗
March 31, 2026
Apple marks 50 years since founding, but Dan Ives says the real test now is AI, with WWDC and Siri upgrades in focus.
Via
Benzinga
Topics
Artificial Intelligence
Bankruptcy
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