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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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
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Caterpillar
(NY:
CAT
)
897.45
+1.76 (+0.20%)
Official Closing Price
Updated: 7:00 PM EDT, May 8, 2026
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CAT Q4 Deep Dive: Order Momentum Drives Record Backlog Amid Tariff Pressures
January 30, 2026
Construction equipment company Caterpillar (NYSE:CAT) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 18% year on year to $19.13 billion. Its non-GAAP profit of...
Via
StockStory
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World Trade
Industrial Giant Caterpillar Defies Gravity with Record $19.1 Billion Revenue Surge Driven by AI Infrastructure Boom
January 29, 2026
Caterpillar Inc. (NYSE:CAT) stunned Wall Street today, January 29, 2026, by reporting a record-breaking $19.1 billion in quarterly revenue, an 18% jump that blew past analyst expectations. The surge in...
Via
MarketMinute
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Crude Oil Surges 3%; Caterpillar Shares Gain After Q4 Results
↗
January 29, 2026
Via
Benzinga
Caterpillar Inc (NYSE:CAT) Q4 2025 Earnings: Revenue Beat Drives Pre-Market Gains
↗
January 29, 2026
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Chartmill
Caterpillar (CAT) Q4 2025 Earnings Call Transcript
↗
January 29, 2026
Caterpillar (CAT) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Energy
World Trade
CAT Stock Rises On Huge Earnings Beat As Backlog Soars
↗
January 29, 2026
CAT stock helped lift the Dow Jones into positive territory early Thursday, blowing away Q4 earnings estimates amid record sales.
Via
Investor's Business Daily
Topics
Earnings
Stocks
World Trade
Caterpillar’s (NYSE:CAT) Q4 CY2025: Beats On Revenue
January 29, 2026
Construction equipment company Caterpillar (NYSE:CAT) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 18% year on year to $19.13 billion. Its non-GAAP profit of...
Via
StockStory
Caterpillar Beats Q4 2025 Earnings Forecasts As Sales Hit All-Time High
↗
January 29, 2026
Caterpillar reported record Q4 revenue of $19.1 billion and adjusted earnings of $5.16 per share, beating market expectations.
Via
Talk Markets
Corporate America’s $129 Billion Windfall: How the ‘One Big Beautiful Act’ is Reshaping the 2026 Market
January 28, 2026
As the 2026 fiscal year gets into full swing, the American corporate landscape is undergoing a massive transformation fueled by the "One Big Beautiful Act" (OBBBA). Signed into law on July 4, 2025,...
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Why a $3 Million Shift Toward International Equities Stands Out in a Mega-Cap Portfolio
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January 28, 2026
The iShares MSCI ACWI ex U.S. ETF offers diversified exposure to developed and emerging international equity markets through a single vehicle.
Via
The Motley Fool
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The 3-3-3 Architect: Scott Bessent’s Tax Revolution Targets a “Non-Inflationary Boom”
January 28, 2026
As the 2026 tax filing season begins, the American economy is navigating a radical transformation defined by Treasury Secretary Scott Bessent’s "non-inflationary boom" strategy. This ambitious economic...
Via
MarketMinute
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World Trade
The 96 Floor: US Dollar Tumbles as Global Capital Flows Retreat from American Shores
January 28, 2026
The US Dollar Index (DXY) has finally breached the critical psychological support level of 96.00, marking a dramatic shift in the global financial landscape as of late January 2026. This decline, which...
Via
MarketMinute
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ETFs
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What To Expect From Caterpillar’s (CAT) Q4 Earnings
January 27, 2026
Construction equipment company Caterpillar (NYSE:CAT) will be reporting results this Thursday before market hours. Here’s what to expect.
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The Best Index Funds to Buy: Low Cost IVV or Higher Yield DIA?
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January 27, 2026
Weighing cost, diversification, and sector focus, IVV and DIA take distinct approaches to building a core U.S. equity portfolio.
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The Great Rotation: Why Small-Caps Are Set to Outpace the 'Magnificent 7' in 2026
January 27, 2026
As of January 27, 2026, the long-anticipated "Earnings Handoff" has officially moved from a theoretical market forecast to a tangible reality. After years of dominance by a handful of mega-cap...
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MarketMinute
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Manufacturing Stall: How March’s Dismal Industrial Data Ignited a Global Recession Scare
January 27, 2026
The release of soft manufacturing sector data in early March 2025 has sent shockwaves through global financial markets, transforming early-year optimism into a profound "recession scare." As the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Labor Market’s Great Slowdown: High Stakes for the Federal Reserve as February Jobs Report Looms
January 27, 2026
As the Federal Reserve convenes this week for its January 27–28 policy meeting, the financial world is looking past the central bank’s expected "hold" decision toward a critical data point: the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The 64.7 Floor: Looking Back at the Trade Policy Shock That Shattered Consumer Confidence
January 27, 2026
As the financial world closes the books on January 2026, market participants are casting a wary eye toward the upcoming February economic calendar. One year ago, the University of Michigan Consumer...
Via
MarketMinute
Topics
Earnings
Economy
World Trade
Factory Friction: US Manufacturing Hits 51.9 PMI as Tariff Headwinds Chill Export Demand
January 26, 2026
The American manufacturing sector started 2026 on a tentative note, as the S&P Global US Manufacturing PMI for January posted a reading of 51.9. While any number above 50 indicates expansion, the...
Via
MarketMinute
Topics
Economy
Stocks
World Trade
The Great American Re-Industrialization: Tax Shifts Trigger a $3.5 Trillion Manufacturing Renaissance
January 26, 2026
As of late January 2026, the United States is witnessing its most significant industrial transformation since the post-war era. What started as a policy debate over technical tax accounting has...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Bond Market Tremors: 10-Year Yield Hits 4.29% as Fiscal Stimulus Collides with Fed Skepticism
January 26, 2026
The sovereign bond market sent a clear signal to Washington and Wall Street this month as the benchmark 10-year Treasury yield surged to a multi-month high of 4.29% on January 20, 2026. This sharp move...
Via
MarketMinute
Topics
Bonds
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Energy
Caterpillar, Medtronic, Transocean And A Financial Stock: CNBC's 'Final Trades'
↗
January 26, 2026
CNBC's Halftime Report: Bryn Talkington sticking with Capital One (COF) expecting it to rise to $250 in a year. Kevin Simpson chooses Medtronic (MDT).
Via
Benzinga
Option Volatility And Earnings Report For January 26 - 30
January 26, 2026
It’s the biggest week of the quarter for earnings this week with plenty of big names set to report. This week we have Tesla, Microsoft, Apple, Meta Platforms, UnitedHealth Group, Exxon Mobil, Visa,...
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Barchart.com
2 High-Flying Stocks to Target This Week and 1 That Underwhelm
January 25, 2026
Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices,...
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Why a $3 Million Shift Toward International Equities Stands Out in a Mega-Cap Portfolio
↗
January 25, 2026
The iShares MSCI ACWI ex U.S. ETF offers diversified exposure to developed and emerging international equity markets through a single vehicle.
Via
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ETFs
Economy
Regulatory Compliance
Earnings, Tariffs and Other Key Things to Watch this Week
January 25, 2026
Markets face one of the most consequential weeks of 2026 with an extraordinary convergence of events including Wednesday's Federal Reserve meeting at 2:00pm, multiple speeches by President Trump on...
Via
Barchart.com
Topics
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Economy
Government
DIA vs. VOOG: How Dow Jones Stability Compares to S&P 500 Growth
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January 24, 2026
Explore how sector focus and risk profiles set these two popular ETFs apart for investors seeking either growth or stability.
Via
The Motley Fool
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ETFs
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DIA vs. IWM: DIA Combines Higher Yield With Lower Cost, While IWM Offers Greater Diversification
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January 24, 2026
Explore how portfolio concentration, sector tilt, and risk profiles set these two major ETFs apart for different investor priorities.
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Terex, Caterpillar, Titan International, Ryder, and Littelfuse Shares Are Falling, What You Need To Know
January 23, 2026
A number of stocks fell in the afternoon session after the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy...
Via
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Exploring the top movers within the S&P500 index during today's session.
↗
January 23, 2026
Via
Chartmill
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