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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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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
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Oracle Corp
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Updated: 3:59 PM EDT, Apr 7, 2026
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Oil Surges 4%, Reviving Inflation Fears That Sent Wall Street Sliding
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March 06, 2026
Via
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Alphabet’s $20 Billion ‘AI War Chest’ Ignites Bond Market as Demand Surges Past $100 Billion
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The Oracle Legal Group Helps Closely Held Companies Protect Ownership Interests with Shareholder Agreements
March 05, 2026
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March 05, 2026
As per Tesla’s website, the vehicle will be available in two variants namely standard range and long range.
Via
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The Great AI Loop: Why 'Circular Financing' is Raising Alarms on Wall Street
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Oracle Stock Up 1.4% Today: What To Expect From Earnings
↗
March 05, 2026
Via
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Oracle Reportedly Planning To Cut Thousands Of Jobs
↗
March 05, 2026
Oracle stock was slightly higher following a report that the tech giant will cut conduct thousands of jobs amid a big AI spending push.
Via
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Topics
Artificial Intelligence
Oracle Reportedly Plans Thousands Of Layoffs Amid Growing AI Spend
↗
March 05, 2026
According to a report from Bloomberg, citing people familiar with the matter, the layoffs are likely to be announced as soon as this month.
Via
Stocktwits
Topics
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MongoDB Shares Crater 25% as Conservative 2027 Guidance and Executive Exodus Rattle Cloud Sector
March 05, 2026
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Alphabet’s $20 Billion AI War Chest: A $100 Billion Bet on the Future of Tech
March 05, 2026
The global credit markets have delivered a resounding vote of confidence in the future of artificial intelligence, as Alphabet Inc. (NASDAQ: GOOGL) successfully raised $20 billion through a massive...
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Veeva Systems (VEEV) Surges 11%: Navigating the Vault CRM Migration and the Future of Life Sciences Software
March 05, 2026
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Down 24% in 2026, Should You Buy the Dip in Oracle Stock?
March 05, 2026
With soaring AI investments, rising debt, and legal scrutiny swirling around Oracle, is the stock’s 2026 slide a golden buying opportunity or a red flag?
Via
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Topics
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ORACLE CORPORATION (ORCL) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Oracle Corporation Investors of Upcoming Deadline
March 05, 2026
From
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Via
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Netflix Calls It Quits on Warner Bros. Acquisition. Is the Stock a Buy?
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March 05, 2026
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Trump Secures AI Energy Pledges From Amazon, Microsoft And Other Big Tech, Calls Impact 'Tremendous'
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March 05, 2026
Donald Trump unveiled a voluntary pledge with major tech companies including Microsoft, Amazon and Oracle to ensure AI data centers pay for their electricity needs and help prevent rising power bills...
Via
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In 2024, Warren Buffett Highlighted 8 "Forever" Holdings -- and His Successor, Greg Abel, Just Added 2 New Stocks to the List
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March 04, 2026
Berkshire Hathaway's new boss believes these brand-name stocks "will compound over decades."
Via
The Motley Fool
Gartner Says AI Spending Will Hit $2.5 Trillion in 2026. Here Are 3 Stocks That Could Benefit Most.
↗
March 04, 2026
These companies are competitively positioned in cloud, chips, and software.
Via
The Motley Fool
Topics
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The Great Rotation: Emerging Markets Stage Generational Breakout as U.S. Policy Volatility Triggers Massive Capital Flight
March 04, 2026
The financial landscape of 2026 is witnessing a profound shift in global capital as the "Emerging Markets Breakout" transitions from a technical signal to a full-blown market regime. For the first time...
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GitLab Shares Tumble 7.13% as Soft Sales Forecast and OpenAI 'GitHub Clone' Rumors Spook Investors
March 04, 2026
Shares of GitLab (NASDAQ: GTLB) plummeted 7.13% during Wednesday’s trading session, as a combination of conservative financial guidance and emerging competitive threats from the artificial intelligence...
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Netflix Reclaims Financial Crown: Stock Surges 14% After Strategic Exit from WBD Bidding War
March 04, 2026
In a dramatic conclusion to the most expensive corporate showdown in Hollywood history, Netflix (NASDAQ: NFLX) has officially walked away from its pursuit of Warner Bros. Discovery (NASDAQ: WBD),...
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S&P 500 to 7,800? Morgan Stanley Bets on "One Big Beautiful Act" and AI Productivity as Bears Warn of Bubble
March 04, 2026
As the first quarter of 2026 unfolds, the equity markets are at a historic crossroads. Morgan Stanley (NYSE:MS) has stunned Wall Street with a revised year-end target for the S&P 500, projecting the...
Via
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Topics
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1 Bold Expert Says Software Stocks Have Bottomed: 5 Top Names to Buy Now
March 04, 2026
Fundstrat’s Tom Lee argues the “AI scare trade” in software is nearing exhaustion and that leaders like Microsoft, Palantir, Oracle, Salesforce, and Intuit now offer a bottoming‑phase entry into...
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
March 03, 2026
From
The Rosen Law Firm PA
Via
GlobeNewswire
Oracle Secures Record $25 Billion Debt Sale to Fuel AI Infrastructure Pivot
March 03, 2026
Oracle Corporation (NYSE: ORCL) has electrified the credit markets with a massive $25 billion debt issuance, marking a pivotal moment in the company’s transition from a legacy software provider to a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The $630 Billion AI Debt Binge: Big Tech Pivots to Bond Markets to Fuel Infrastructure Race
March 03, 2026
As of March 3, 2026, the era of "cash is king" for Silicon Valley’s elite has officially given way to a new regime: the era of the AI-backed bond. In a historic shift that is reshaping global credit...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Alphabet’s $20 Billion AI ‘War Chest’: Historic Bond Demand Signals New Era for Big Tech Finance
March 03, 2026
MOUNTAIN VIEW, Calif. — In a definitive display of financial strength that has reverberated through global credit markets, Alphabet Inc. (NASDAQ:GOOGL) successfully closed a massive $20 billion bond...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Oracle Corporation of Class Action Lawsuit and Upcoming Deadlines – ORCL
March 03, 2026
From
Pomerantz LLP
Via
GlobeNewswire
S&P 500 Defies Gravity to Reach 7,100 Milestone: Inside the AI-Driven 2026 Bull Market
March 03, 2026
The S&P 500 has once again rewritten the history books, crossing the monumental 7,100 mark in early March 2026. This milestone, a primary year-end target set by conservative analysts at Bank of America...
Via
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Topics
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