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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Featured Articles
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Alphabet-A
(NQ:
GOOGL
)
385.69
+0.89 (+0.23%)
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Updated: 4:00 PM EDT, May 1, 2026
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Wall Street's Great Rotation: Goldman and JPMorgan Pivot to 'Innovation Supercycle' as Interest Income Peaks
April 10, 2026
As the sun sets on the era of easy profits from elevated interest rates, the titans of Wall Street are preparing to unveil a new chapter in their growth stories. For the first time in three years, the...
Via
MarketMinute
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Bonds
Economy
Broadcom Locks in Multi-Year AI Wins With Google and Anthropic
↗
April 10, 2026
After Broadcom (NASDAQ: AVGO) slipped below $300 per share in late March, multiple key developments have allowed the stock to stage a significant recovery to around $350.
Via
MarketBeat
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Artificial Intelligence
Alphabet's Google Has Given Birth to 3 Millionaire-Maker Stocks Hiding in Plain Sight. All of Them Are Trading at Incredible Valuations Right Now.
↗
April 10, 2026
Google's TurboQuant algorithm is going to be a boon for the memory industry, setting these three stocks up for outstanding long-term growth.
Via
The Motley Fool
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The Shadow Credit Conundrum: Why Banks’ $1.1 Trillion Bet on Private Lending Faces a High-Tech Reckoning
April 10, 2026
As the global economy enters the second quarter of 2026, a quiet but profound shift is rattling the foundations of the financial sector. After nearly a decade of explosive growth, the $3.5 trillion...
Via
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Economy
The AI Reckoning: Magnificent Seven Face 27.1% Growth Hurdle Following Massive April Breakout
April 10, 2026
The eyes of the global financial community are fixed on the "Magnificent Seven" as the first-quarter earnings season of 2026 commences. Following a dramatic "April Breakout" that saw the Nasdaq 100...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Yield Trap: 10-Year Treasury Hits 4.29% as Energy Shocks Chill Tech Sector Growth
April 10, 2026
The U.S. 10-year Treasury yield surged to 4.29% this week, marking a pivotal moment in the 2026 financial landscape as persistent inflation concerns and a new era of "higher-for-longer" interest rates...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The Invisible Hand: Nvidia’s $2.69 Billion Dark Pool Surge Signals the End of the AI Correction
April 10, 2026
As of April 10, 2026, the financial markets are witnessing a dramatic reversal in the fortunes of the semiconductor sector, led by a powerful technical breakout in Nvidia (NASDAQ: NVDA). While retail...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
As Intel and Google Expand Their AI Partnership, Is INTC or GOOGL the Better Buy?
April 10, 2026
Intel and Google shares gain on multi-year expansion of their AI partnership. But GOOGL stock looks like a better pick at current levels than INTC.
Via
Barchart.com
Topics
Artificial Intelligence
Alphabet Is Quietly Building Its Next Major Business -- and It Could Be Bigger Than You Think
↗
April 10, 2026
Most investors think of AI as a race to build better models. But behind every AI system sits something far more important -- the infrastructure that powers it. And that's where Alphabet is quietly...
Via
The Motley Fool
Topics
Artificial Intelligence
Forget Google Search: This Business Is Alphabet's Real Growth Story
↗
April 10, 2026
When investors talk about Alphabet (NASDAQ: GOOGL), the conversation usually starts with Search and advertising. But there's a growing argument that Google Cloud is becoming the most important part of...
Via
MarketBeat
Alphabet's Tesla Robotaxi Rival Waymo Announces Partnership With Waze To Help Cities Fix Potholes
↗
April 10, 2026
Waymo and Waze join hands to fix potholes in cities served by the company, providing real-time pothole data to authorities and users.
Via
Benzinga
What is the difference between ROAS and POAS in Google Ads?
April 10, 2026
Via
BusinesNews Wire
Google Ads Services in Chennai – Grow Your Business with 4M Digital Marketing
↗
April 10, 2026
Via
Talk Markets
Thinking About Selling Your Bitcoin? Nearly 50% of Holders Might Be Too.
↗
April 10, 2026
This coin tends to be a tough hold even for those who are accustomed to its behavior.
Via
The Motley Fool
Topics
Artificial Intelligence
How Does Optimizing Google Business Profile Improve Local Rankings
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April 10, 2026
Via
Talk Markets
Prediction: These Will Be the 5 Largest Companies in the Stock Market by 2030
↗
April 10, 2026
Expect to see some new names near the top of the list of the world's most valuable companies.
Via
The Motley Fool
Topics
Artificial Intelligence
Stock Market Today, April 9: Intel Rises After Expanding Google Cloud AI Partnership for Data Center Push
↗
April 09, 2026
Intel rose after expanding its Google Cloud AI partnership, as investors look for signs the company can turn data center momentum into meaningful revenue in a market dominated by Nvidia.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Stocks
OpenAI’s $122 Billion Infrastructure Pivot: A New Era of Compute Dominance
April 09, 2026
In a move that marks the single largest private capital raise in corporate history, OpenAI has finalized a staggering $122 billion restructuring and funding round, vaulting the company’s valuation to...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Innovation Supercycle: Wall Street’s $100 Billion Fee Machine Ignites in 2026
April 09, 2026
As of April 2026, the financial corridors of New York are witnessing an unprecedented resurgence in investment banking activity, driven by what analysts are calling the "Innovation Supercycle." After...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The $58 Billion Power Play: How the Devon-Coterra Merger is Fueling the AI Revolution
April 09, 2026
The landscape of American energy shifted permanently on February 2, 2026, with the announcement of a massive $58 billion merger between Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA). This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The $56.6 Billion EA Takeover: Why the World's Biggest Game Publisher Went Private
April 09, 2026
In a move that has sent shockwaves through the technology and entertainment sectors, Electronic Arts (NASDAQ:EA) has finalized its transition from a public mainstay to a privately held titan. The $56.6...
Via
MarketMinute
Topics
Artificial Intelligence
Microsoft's Valuation Reset: Why the 2026 'AI Winter' Sell-Off Presents a Rare Buying Opportunity
April 09, 2026
As the first quarter of 2026 draws to a close, a striking disconnect has emerged in the heart of the technology sector. Microsoft Corp. (NASDAQ: MSFT), long considered the bulletproof titan of the...
Via
MarketMinute
Topics
Artificial Intelligence
Nvidia Eyes New Frontiers: AI Giant Nears $185 Breakout Amid $78 Billion Revenue Forecast
April 09, 2026
As of April 9, 2026, the financial world is once again transfixed by Nvidia (NASDAQ:NVDA), the semiconductor titan that has become the undisputed bellwether for the global economy. After a period of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The $1.25 Trillion Frontier: SpaceX and xAI Merge to Create 'Orbital Intelligence' Powerhouse
April 09, 2026
The dawn of a new industrial era has arrived with the finalized merger of SpaceX and xAI, creating a corporate behemoth valued at a staggering $1.25 trillion. This unprecedented consolidation,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Era of the Megadeal: Inside the $438 Billion Surge Reshaping Corporate America
April 09, 2026
The first quarter of 2026 has concluded with a historic roar, as global Mergers and Acquisitions (M&A) reached a staggering $438 billion in deal value. This surge, a 155% increase over the same period...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Broadcom Cemented as AI Infrastructure Backbone with Landmark 2031 Google and Anthropic Deals
April 09, 2026
In a move that fundamentally redraws the map of the global artificial intelligence supply chain, Broadcom Inc. (NASDAQ: AVGO) has secured a series of massive, long-term contracts with Google (Alphabet...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The Great Consolidation: Q1 2026 M&A Activity Shatters Records Amid $3 Trillion Private Equity Surge
April 09, 2026
The global financial landscape underwent a seismic shift in the first quarter of 2026, as a "perfect storm" of stabilizing interest rates and technological urgency triggered a historic wave of mergers...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Broadcom Leads Semiconductor Surge as Geopolitical Relief Ignites Global Markets
April 09, 2026
The global financial landscape shifted dramatically this week as a sudden 5% surge in Broadcom Inc. (NASDAQ: AVGO) served as the primary engine for a broad-based semiconductor sector rebound. Following...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Meta’s $21 Billion Inference Bet: Securing the Future of AI with CoreWeave Through 2032
April 09, 2026
MENLO PARK, CA – In a move that signals the intensifying "arms race" for artificial intelligence infrastructure, Meta Platforms (NASDAQ:META) has announced a staggering $21 billion expansion of its...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Amazon’s $50 Billion OpenAI Gambit: The Crown Jewel of the Q1 2026 M&A Supercycle
April 09, 2026
In a move that has fundamentally rewritten the power dynamics of Silicon Valley, Amazon.com Inc. (NASDAQ:AMZN) has finalized a staggering $50 billion equity investment in OpenAI. This historic infusion...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
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