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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
FIP
Event Schedule
TAM
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
Featured Quarterly Newsletter
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Arm Holdings plc - American Depositary Shares
(NQ:
ARM
)
136.96
-7.17 (-4.97%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 30, 2026
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The Gallagher Way in the Age of AI: A 2026 Deep Dive into Arthur J. Gallagher & Co. (AJG)
February 10, 2026
Date: February 10, 2026 Introduction Arthur J. Gallagher & Co. (NYSE: AJG) stands as a titan of the global insurance landscape, currently the world’s third-largest insurance brokerage and risk...
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Kyndryl Holdings, Inc. (KD): The High-Stakes Transformation of an Infrastructure Giant
February 10, 2026
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ARM Shares Garner Street Attention After Q3 Earnings — What’s The Consensus?
↗
February 05, 2026
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The Silent Architect: How Data Centers and AI Propelled Arm Holdings to a New Market Era
February 09, 2026
CAMBRIDGE, UK — In a market once defined by its dominance in the pockets of billions, Arm Holdings (NASDAQ: ARM) has officially completed its migration from the palm of the hand to the heart of the...
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Kyndryl’s Crisis: Assessing the 25% Post-Market Plunge and the Future of the IBM Spinoff
February 09, 2026
February 9, 2026 Introduction The financial markets witnessed a seismic shift on the evening of February 9, 2026, as Kyndryl Holdings (NYSE: KD) saw its market capitalization evaporate by a staggering...
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Apollo Global Management (APO): The Trillion-Dollar Credit Engine Redefining Modern Finance
February 09, 2026
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1 Reason Why Arm Holdings Stock Could Soar
↗
February 07, 2026
Increased R&D spending could pay off in the AI boom.
Via
The Motley Fool
Topics
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Anthropic's Claude Code Is Taking Over, And This AI Stock Could Be a Big Winner
↗
February 06, 2026
Agentic AI could bring about a major shift in the data center.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Why Arm Holdings Stock Was Moving Higher Again Today
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February 06, 2026
Arm's post-earnings bounce continued.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
The Great Decoupling: How RISC-V Achieved Architecture Sovereignty in 2026
February 06, 2026
As of February 2026, the global semiconductor landscape has undergone a tectonic shift, marking the end of the long-standing x86 and ARM duopoly. RISC-V, the open-standard Instruction Set Architecture...
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Economy
World Trade
The Phoenix of Big Pharma: A 2026 Deep-Dive into AstraZeneca’s Global Dominance
February 06, 2026
As of February 6, 2026, AstraZeneca PLC (NASDAQ: AZN) stands as a case study in corporate resilience and strategic reinvention. Once a company teetering on the edge of a massive patent cliff a decade...
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Government
Intellectual Property
The Architectural Toll Booth: A Deep Dive into Arm Holdings’ (ARM) Q3 2026 Breakout
February 06, 2026
Today’s Date: February 6, 2026 Introduction On February 5, 2026, the global semiconductor market witnessed a decisive vote of confidence in the future of silicon architecture. Arm Holdings (NASDAQ:...
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Finterra
Topics
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Earnings
Initial Public Offering
Qualcomm (QCOM) Deep Dive: Navigating the 8.5% Plunge and the Global Memory Famine
February 06, 2026
On February 6, 2026, the semiconductor landscape witnessed a jarring recalibration as Qualcomm Incorporated (NASDAQ: QCOM) shares plummeted 8.5% in a single trading session. The catalyst for this sharp...
Via
Finterra
Topics
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Earnings
Economy
The Trillion-Dollar Tipping Point: AI Infrastructure Propels Semiconductors to Historic 2026 Milestone
February 06, 2026
The global semiconductor industry is on the verge of a historic transformation, with recent analyst reports confirming that the market is set to hit the $1 trillion mark by late 2026—nearly four years...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Rubin Revolution: Nvidia’s $500 Billion Backlog Signals a New Era of AI Dominance
February 06, 2026
As of February 6, 2026, the artificial intelligence landscape is bracing for its most significant hardware shift yet. NVIDIA (NASDAQ: NVDA) has officially moved its next-generation "Rubin" architecture...
Via
TokenRing AI
Topics
Artificial Intelligence
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Arm Announces Solid Q3 Results: Bright Outlook On Sustained AI, Data Center Momentum, Say Analysts
↗
February 05, 2026
Arm Holdings (NASDAQ: ARM) shares jump on Thursday after reporting upbeat results. Analysts reiterate their ratings with lower price targets.
Via
Benzinga
Topics
Artificial Intelligence
Why Arm Holdings Stock Was Climbing Today
↗
February 05, 2026
Arm bounced back from a post-earnings slide last night.
Via
The Motley Fool
Topics
Artificial Intelligence
AMD Shares Plummet 17%: The 2026 AI Outlook and the End of the Hype Phase
February 05, 2026
The high-octane momentum of the artificial intelligence sector hit a significant wall on February 4, 2026, as Advanced Micro Devices (NASDAQ:AMD) saw its stock price plummet by 17.3%. The sell-off,...
Via
MarketMinute
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Earnings
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The Invisible Titan: A Deep Dive into Arm Holdings (ARM) in the AI Era
February 05, 2026
In the rapidly evolving landscape of 2026, where artificial intelligence has moved from a cloud-based novelty to a ubiquitous edge-device reality, few companies hold as much structural power as Arm...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Nasdaq, S&P 500 Futures Subdued Ahead Of Amazon Earnings: Why GOOGL, AVGO, MSFT, HOOD Are On Traders' Radar Today
↗
February 05, 2026
Via
Stocktwits
Topics
Stocks
Why Is Arm Stock Falling 8% After Hours?
↗
February 04, 2026
Higher adjusted operating expenses in its third quarter spooked investors.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Arm Holdings (ARM) Q3 2026 Earnings Transcript
↗
February 04, 2026
Arm Holdings (ARM) Q3 2026 Earnings Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Arm Holdings Stock Slides On Q3 Earnings, AI Demand 'Continues To Accelerate'
↗
February 04, 2026
Arm Holdings Plc (NASDAQ:ARM) reports financial results on Wednesday. Here's a rundown of the chip designer's report.
Via
Benzinga
Topics
Artificial Intelligence
Arm to Host ‘Arm Everywhere’ Event and Webcast
February 04, 2026
From
Arm Holdings plc
Via
Business Wire
Arm Holdings plc Reports Results for the Third Quarter of the Fiscal Year Ending 2026
February 04, 2026
From
Arm Holdings plc
Via
Business Wire
Apple’s Record-Shattering Q1 2026: Why the ‘Prolific Quarter’ is Just the Beginning of a New Growth Era
February 02, 2026
On January 30, 2026, Apple Inc. (NASDAQ: AAPL) silenced the skeptics of the "AI gap" by reporting a fiscal first-quarter performance that exceeded even the most bullish expectations. The Cupertino...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The New Silk Road of Silicon: US and Japan Seal Historic $550 Billion AI Safety and Prosperity Deal
February 02, 2026
In a landmark move that redraws the geopolitical map of the digital age, the United States and Japan have finalized the Technology Prosperity Deal (TPD), a staggering $550 billion agreement designed to...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Intelligence Supercycle: Apple’s Record-Shattering Quarter Ignites a New Era for Consumer AI
February 02, 2026
In a performance that analysts are calling "prolific," Apple Inc. (NASDAQ:AAPL) reported its fiscal first-quarter 2026 earnings on January 29, shattering all-time revenue records and silencing critics...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Granada Gold Mine Announces $2.5 Million Private Placement
January 30, 2026
Rouyn Noranda, Q.C., January 30, 2026 – TheNewswire - Granada Gold Mine Inc. (TSXV: GGM) (OTC: GBBFF) (Frankfurt: B6D) (the "Company" or "Granada") is pleased to announce a non-brokered private...
Via
TheNewswire.com
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