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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
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contact us
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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Back Dated 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
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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
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Treasuries
(TSX:
BRK
)
35.95
-0.06 (-0.17%)
Streaming Delayed Price
Updated: 3:58 PM EDT, Aug 21, 2026
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Warren Buffett Sends a $382 Billion Warning to Wall Street. Are You Paying Attention?
↗
November 08, 2025
Berkshire's stock buying habits might give investors pause.
Via
The Motley Fool
Apple Is Berkshire Hathaway's Largest Holding by Value. But Is the California-Based Company Still a Strong Play for Long-Term Growth?
↗
November 08, 2025
Buffett and his team's confidence in this stock isn't misplaced.
Via
The Motley Fool
Topics
Artificial Intelligence
Death
Government
As Cash Continues to Pile Up, Should Investors Buy Berkshire Hathaway Stock or Stay Away?
↗
November 08, 2025
Warren Buffett clearly thinks the market is overvalued at the moment.
Via
The Motley Fool
3 Dividend-Paying and/or Blue-Chip Stocks Perfect for Baby Boomers to Add to Their Portfolios -- Including Warren Buffett's Berkshire Hathaway
↗
November 08, 2025
Dividend-paying stocks are an excellent choice for investors in or near retirement.
Via
The Motley Fool
Topics
Economy
World Trade
1 Warren Buffett Stock to Buy Hand Over Fist in November
↗
November 08, 2025
The holiday season is coming, and this stock is poised for success.
Via
The Motley Fool
Topics
Economy
Prediction: Eli Lilly Will Be Worth More Than Berkshire Hathaway by 2030
↗
November 08, 2025
It could become the first trillion-dollar pharmaceutical company in the process.
Via
The Motley Fool
Warren Buffett's Warning to Wall Street has Reached Deafening Levels: 3 Things You Should Do Before 2026.
↗
November 07, 2025
The Oracle of Omaha still has a great deal of money on the sidelines, unfazed by the stock market's ongoing gains.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Warren Buffett Stocks to Buy Hand Over Fist in November
↗
November 07, 2025
Chubb, Moody's, and VeriSign are all reliable investments in this frothy market.
Via
The Motley Fool
The Stock Market Has Only Done This 4 Times This Century. Is Warren Buffett Getting Nervous?
↗
November 07, 2025
Berkshire Hathaway just revealed a record cash hoard.
Via
The Motley Fool
Topics
Stocks
Berkshire Hathaway Inc.
November 06, 2025
From
Berkshire Hathaway Inc.
Via
Business Wire
2 Possible Reasons Warren Buffett Just Shunned His Favorite Stock for the Fifth-Straight Quarter
↗
November 06, 2025
Warren Buffett is stacking piles of cash before he vacates his position as CEO of Berkshire Hathaway.
Via
The Motley Fool
Should You Forget Berkshire Hathaway and Buy Markel Group Instead?
↗
November 06, 2025
If you are deeply worried about Berkshire Hathaway without Buffett, Markel Group could be a good home for you.
Via
The Motley Fool
Topics
Retirement
My Advice? Don't Get Distracted By Berkshire Hathaway Stock's Recent Slump.
↗
November 06, 2025
Berkshire Hathaway has underperformed the S&P 500 by a wide margin over the last six months.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
World Trade
If You Own Oklo Stock, Has the Time to Be Fearful Finally Come?
↗
November 06, 2025
Oklo has been one of the hottest stocks at the intersection of artificial intelligence (AI) and nuclear energy.
Via
The Motley Fool
Topics
Artificial Intelligence
Warren Buffett Has Now Gone 16 Months Without Buying His Favorite Stock -- and the Likely Reason Why Is Frightening
↗
November 06, 2025
Not even the stock the Oracle of Omaha spent $78 billion buying over a six-year stretch gets a pass when it comes to valuation.
Via
The Motley Fool
Topics
Economy
Vanguard Growth ETF vs. Vanguard Value ETF: Which ETF Will Outperform in 2026?
↗
November 05, 2025
Growth stocks have outperformed in recent years, but will that continue?
Via
The Motley Fool
Topics
ETFs
28% of Warren Buffett's $313 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks
↗
November 05, 2025
Berkshire Hathaway's portfolio is well-positioned for the AI boom.
Via
The Motley Fool
Topics
Artificial Intelligence
Michael Burry of "The Big Short" Fame and Warren Buffett Have Piled Into This Dirt Cheap but Troubled Stock. Should You Follow?
↗
November 05, 2025
This company's recovery story is picking up momentum.
Via
The Motley Fool
Bill Gates Isn't Diversifying — He's Doubling Down. Here's Why That Works For Him
↗
November 04, 2025
Via
Benzinga
62% of U.S. Adults Own Stock. Here Are 6 That I Think Everyone Should Have in Their Portfolios.
↗
November 04, 2025
It's hard to beat the stock market for building long-term wealth.
Via
The Motley Fool
Warren Buffett Sold This Vanguard ETF That He Recommends for Investors. Should You Follow His Actions or His Advice?
↗
November 04, 2025
Is this a "do as I say, not as I do" situation?
Via
The Motley Fool
Topics
ETFs
3 Signs Warren Buffett Might Be Bracing for a Stock Market Storm
↗
November 04, 2025
Should investors follow Buffett's lead in hunkering down?
Via
The Motley Fool
Warren Buffett Has Been Selling Apple and Bank of America Stock and Piling Into This High-Yield Investment Instead
↗
November 04, 2025
The Oracle of Omaha has been socking hundreds of millions of dollars away in an investment that currently yields almost 4%.
Via
The Motley Fool
Warren Buffett Sends Investors a $382 Billion Warning. History Says the Stock Market Will Do This Next.
↗
November 04, 2025
In the third quarter, Berkshire Hathaway continued to sell more stock than it purchased despite having a record amount of cash.
Via
The Motley Fool
Billionaire Warren Buffett's $184 Billion Warning to Wall Street Has Hit a Deafening Roar
↗
November 04, 2025
The Oracle of Omaha has sold more stocks than he's purchased for a staggering 12 consecutive quarters.
Via
The Motley Fool
Amazon Accuses Berkshire's Utility Arm Of Starving Data Centers Of Power, Sparks Fresh Grid Worries
↗
November 03, 2025
Via
Stocktwits
Warren Buffett Is 2 Months From Retirement -- and He Just Sent Out a Fresh $381 Billion Warning to Wall Street
↗
November 03, 2025
Buffett may be worried about one trend in particular right now.
Via
The Motley Fool
Topics
Retirement
Buffett Sells Stocks – Here Is What Prudent Investors Should Do Now; OPEC+ Changes Stance
↗
November 03, 2025
Buffett Sells Stocks Please click here for a chart of Warren Buffett’s company Berkshire Hathaway Inc Class B (NYSE:
Via
Benzinga
Warren Buffett Just Hit the Sell Button for $4.1 Billion. Is the Oracle of Omaha Losing Faith in the Stock Market?
↗
November 03, 2025
Warren Buffett sold 20 million shares of his top holding in the second quarter.
Via
The Motley Fool
Warren Buffett and Berkshire Hathaway Have 60% of Their Portfolio in These 4 Stocks. Are They Buys Right Now?
↗
November 03, 2025
Investors shouldn't replicate the concentration of Berkshire, but the following stocks could have a place in your portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
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