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home
about us
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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
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TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
Quarterly Performance Reports
EVENTS
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Event Schedule
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Event Schedule
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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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Vanguard Total Stock Market ETF
(NY:
VTI
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334.08
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Updated: 8:00 PM EDT, Oct 30, 2025
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Intel Analyst Says No ‘Meaningful Growth Drivers’ Ahead After Q2 Revenue Beat, Austerity Measures — But Retail Turns Upbeat
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July 23, 2025
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July 22, 2025
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This Korean Semiconductor Firm's Blowout Q2, Outlook Signal Bullish Days For Nvidia Ahead
July 24, 2025
DRAM and NAND flash memory shipments exceeded expectations, contributing to the company's best quarterly results, it said.
Via
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Toymakers Hasbro And Mattel Lose Sales Steam, But Retail Bulls Hold Firm
July 24, 2025
Hasbro raised its full-year revenue outlook, while Mattel trimmed its overall annual forecast; both companies indicated pressure from tariffs.
Via
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Chipotle Stock Slumps On Forecast Cut, Q2 Sales Miss: Retail Smells Buying Opportunity
July 24, 2025
CMG was trending on Stocktwits, as retail sentiment for the stock climbed higher in the 'extremely bullish' zone.
Via
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Government
World Trade
Elon Musk Warns Of ‘Rough’ Quarters Ahead For Tesla, But ‘Affordable’ EV Hopes Cushion Stock Slide: Retail Mood Nosedives
July 23, 2025
The YoY revenue drop, the biggest since the third quarter of 2012, came about due to declines in EV deliveries and the average selling price, as well as lower regulatory credit.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Electric Vehicles
Tesla Optimus, Robotaxi Positives To Outweigh EV Weakness In Q2 Earnings, Says Analyst: Retail Awaits ‘Good Numbers’
July 22, 2025
Via
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This Gaming Company Sees 2,400% Rise In Retail Chatter In One Month: Here’s Why BMO Capital’s Bullish On The Stock
July 22, 2025
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Carlyle Confirms Deal To Buy Majority Stake In AI-Focused IT Consultancy Firm Adastra
July 22, 2025
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Alphabet CEO Sundar Pichai Hails ‘Standout’ Q2 As AI Powers Growth Across Divisions — Retail Cheers Rising Google Search Momentum
July 23, 2025
The earnings per share increased to $2.31 from $1.89 a year ago, with the top line reaching $96.43 billion, exceeding the Fiscal.ai-compiled consensus of $2.2 and $94.02 billion.
Via
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Earnings
A New Kind Of ETF Is Tempting Yield Chasers—With New Trade-Offs
July 23, 2025
Private credit ETFs offer access, income, and alternative exposure, but lack transparency, liquidity, and diversification. Caveat emptor.
Via
Benzinga
Topics
ETFs
Texas Instruments’ Retail Sentiment Hits 3-Month High As CEO Reassures Readiness To Sift Through Semiconductor Cycle
July 23, 2025
CEO Haviv Ilan noted that the cyclical recovery is continuing, while customer inventories remain at low levels, and emphasized that in times like these, it is crucial to have sufficient capacity and...
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
AT&T, GE Vernova Among The Most Trending Stocks On Wednesday Morning: Here’s Why
July 23, 2025
AT&T’s Q2 revenue increased 3.5% year-over-year to $30.8 billion, beating the analysts' consensus estimate of $30.4 billion, according to Fiscal AI data.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Figma Sets IPO Price Range At $25–$28: Retail Traders Eye Multi-Bagger Potential
July 22, 2025
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Topics
Initial Public Offering
Here’s Why SAP, Pegasystems, Magnite Dominated Retail Chatter On Stocktwits Among Tech Stocks
July 23, 2025
SAP saw retail chatter surge 2,650% in 24 hours after the company reported better-than-expected second-quarter earnings.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Stocks
Texas Instruments Tumbles After-Hours As EPS Outlook Underwhelms: Analyst Spots ‘Stock Air Pocket’ Entry Opportunity
July 23, 2025
Baird’s Tristan Gerra attributed the post-market weakness to investors' concerns about a change in the management tone on the call, combined with a sequentially flattish gross margin guidance.
Via
Stocktwits
US Nuclear Weapons Agency Reportedly Hit In Microsoft ‘Zero-Day’ Breach — DOE Says Impact Was Minimal
July 22, 2025
Providing additional updates on the breach, Microsoft said in a blog post on Tuesday that two Chinese nation-state operators, Linen Typhoon and Violet Typhoon, exploited vulnerabilities in the...
Via
Stocktwits
Topics
Hacking
Alphabet Stock Gets Price Target Boost Ahead Of Q2 Earnings: Retail Chatter Spikes
July 22, 2025
Alphabet received price target hikes from Stifel and Bernstein, citing stronger Q2 performance and digital ad momentum.
Via
Stocktwits
Topics
Artificial Intelligence
World Trade
Here’s Why Palo Alto, SentinelOne, And Sea Dominate Stocktwits Retail Chatter Among Tech Stocks
July 22, 2025
Palo Alto Networks saw a 1,733% surge in retail chatter in 24 hours amid takeover rumors of SentinelOne, boosting sentiment and message volume.
Via
Stocktwits
Topics
Artificial Intelligence
Dollar Tree Stock Rises As Analysts Get Bullish — Retail Crowd Starts To Buy In Too
July 21, 2025
Barclays upgraded the stock’s rating to ‘Overweight’ and JPMorgan added it to its Analyst Focus list.
Via
Stocktwits
Topics
Economy
Government
Elon Musk Hints At Merger Of Robotaxi, Passenger Vehicle Driving Assistance Software: Retail’s Yet To Make Up Its Mind
July 21, 2025
Musk said over the weekend that Tesla’s assisted driving capabilities will see “a step change improvement” as the company integrates the upgrades it made for the robotaxi into the general production...
Via
Stocktwits
Topics
Artificial Intelligence
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