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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
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 Information
Client Contact with Portfolio Manager(s)
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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
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RSVP-Signup Form
MARKET RESEARCH
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Alphabet-A
(NQ:
GOOGL
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Updated: 4:15 PM EDT, Apr 30, 2026
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Wiremo Launches GLocal: Google Business Profile Management Software for Agencies and Multi-Location Businesses
April 09, 2026
Via
AB Newswire
Topics
Artificial Intelligence
This Fund's Ladder Strategy Expanded With a $4 Million Buy in One 2027 Bond ETF
↗
April 09, 2026
This ETF targets investment-grade U.S. corporate bonds maturing in 2027, offering defined duration and a predictable income stream.
Via
The Motley Fool
Topics
Bonds
ETFs
Red Spruce Adds $3.35 Million to a 2029 Bond ETF With 4.5% Yield. Here's What Investors Should Know
↗
April 09, 2026
The Invesco BulletShares 2029 Corporate Bond ETF targets investment-grade U.S. bonds maturing in 2029 with a defined maturity structure.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
How OpenClaw Became Google's Next Big AI Threat After ChatGPT
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April 09, 2026
Investors in Google stock may be getting a sense of déjà vu following the sudden emergence of OpenClaw in early 2026.
Via
Investor's Business Daily
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Artificial Intelligence
Meet the 2 Formerly Down-and-Out Stocks That Are Outperforming the S&P 500 This Year. Are They Still a Buy?
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April 09, 2026
These stocks have surged in the double-digits.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
The Nasdaq Is in Correction Territory. Here Are the 2 Artificial Intelligence (AI) Stocks I'm Buying First.
↗
April 09, 2026
The Nasdaq correction isn't pausing artificial intelligence (AI) demand -- it's discounting the infrastructure movement entirely.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Anthony Scaramucci Flags Google's Quantum Crypto Warning As Mike Novogratz Assures Bitcoin, Ethereum Will Implement Quantum-Resistant Upgrades
↗
April 09, 2026
Former White House communications director and SkyBridge Capital founder Anthony Scaramucci highlighted Alphabet Inc.'s (NASDAQ:GOOG)
Via
Benzinga
Buy This AI Stock to Own SpaceX Pre-IPO and Hold It Through the Robotaxi Boom
↗
April 09, 2026
Investors should buy Alphabet for pre-IPO exposure to SpaceX, and hold the stock for exposure to the autonomous driving boom.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Regulatory Compliance
The Artificial Intelligence (AI) Stock I'd Buy With $1,000 Before the Market Bounces Back
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April 09, 2026
This red-hot AI winner is taking a breather, but it may not last long.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
The Biggest Mistake Artificial Intelligence (AI) Investors Can Make Right Now Is Selling. Here's What I'm Doing Instead.
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April 09, 2026
Investors should turn the current situation to their advantage.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: This Will Be Microsoft's Stock Price Next Year
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April 09, 2026
Microsoft's stock has more than 50% upside.
Via
The Motley Fool
Elon Musk's SpaceX Is Building The World's Only 'Sovereign AI' And Gene Munster Says Google, OpenAI Can't Match Its Full Stack
↗
April 09, 2026
Gene Munster says SpaceX is building the world's only "sovereign AI" by controlling chips, models, data and distribution end-to-end.
Via
Benzinga
Ross Gerber Demands $10K Refund If Tesla's New FSD Doesn't Work 'Unsupervised'—Says Google Has 'Solved' Autonomy With Waymo
↗
April 09, 2026
Ross Gerber says Tesla should offer $10K refunds for FSD if it doesn't work as intended, praising Waymo for solving autonomy.
Via
Benzinga
3 Reasons We’re Fans of Alphabet (GOOGL)
April 09, 2026
Alphabet currently trades at $316.84 and has been a dream stock for shareholders. It’s returned 179% since April 2021, tripling the S&P 500’s 60.2% gain. The...
Via
StockStory
Topics
Stocks
Think Nvidia is the Best Artificial Intelligence (AI) Stock to Buy? Think Again. Buy This Growth Stock Instead.
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April 08, 2026
Nvidia may be the AI stock everyone is talking about. But this stock offers AI upside through more profit streams at a lower valuation.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Next Net AI Launches Platform Giving Brands Visibility Across Google, ChatGPT, and Perplexity
April 08, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
The Best Way to Invest in SpaceX Before Its IPO
↗
April 08, 2026
Aphabet has made a ton of money from its SpaceX investment.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Is Spotify Stock a Buy Now?
↗
April 08, 2026
Spotify continues to fend off rivals as its user base sees explosive growth. But is the stock overvalued?
Via
The Motley Fool
Topics
Earnings
Tesla’s Autonomy Leap: Unsupervised FSD Pilots Authorized for London and Berlin
April 08, 2026
In a landmark shift for the global automotive industry, Tesla (NASDAQ: TSLA) has officially received regulatory approval to launch "Unsupervised" Full Self-Driving (FSD) pilot programs in London and...
Via
MarketMinute
Topics
Artificial Intelligence
Intellectual Property
Supply Chain
Broadcom's 3nm Revolution: How Custom Silicon for Meta and ByteDance Fueled a Historic Breakout
April 08, 2026
The semiconductor landscape has shifted permanently as Broadcom Inc. (NASDAQ: AVGO) solidifies its reign over the custom AI accelerator market. Following the successful mass-deployment of its 3nm...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Meta Unleashes Llama 5: Zuckerberg’s Open-Source Gambit Challenges Proprietary AI Dominance
April 08, 2026
In a move that has sent shockwaves through Silicon Valley and the global financial markets, Meta (NASDAQ: META) CEO Mark Zuckerberg officially announced the release of Llama 5 today, April 8, 2026....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Apple Shares Surge to Record $245 as "Agent Siri" Rumors Propel iOS 20 Anticipation
April 08, 2026
The intersection of generative artificial intelligence and mobile operating systems has reached a fever pitch, with Apple Inc. (NASDAQ: AAPL) shares hitting an all-time high of $245.00 this week. The...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Nvidia Accelerates the Future: Rubin R100 Enters Mass Production Ahead of Schedule
April 08, 2026
Nvidia (NASDAQ:NVDA) has once again redefined the pace of the semiconductor industry, confirming today that its next-generation "Rubin" R100 GPUs have entered mass production ahead of the previously...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Alphabet Dodges Structural Breakup: DOJ Choice Screen Mandate Triggers Relief Rally for Google Parent
April 08, 2026
In a landmark resolution to the most significant antitrust confrontation of the internet era, the U.S. Department of Justice (DOJ) has formally pivoted away from pursuing a structural breakup of...
Via
MarketMinute
Topics
Artificial Intelligence
Law Enforcement
Breaking the Walled Garden: FTC Mandates "AI Interoperability" for Tech Giants
April 08, 2026
In a move that signals the end of the "walled garden" era for generative artificial intelligence, the Federal Trade Commission (FTC) has issued a landmark ruling on April 8, 2026, mandating "AI...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Why Meta Platforms Stock Jumped Today
↗
April 08, 2026
Meta launched a new AI model today.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Artificial Intelligence (AI) Stocks That Actually Benefit From Google's TurboQuant Breakthrough
↗
April 08, 2026
The market's knee-jerk response is understandable. Now take a step back and look more critically at what this new computing algorithm is likely to lead to.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Top Agentic AI Stocks Investors Should Be Loading Up on Now
↗
April 08, 2026
Agentic AI is the next big thing in the AI software race.
Via
The Motley Fool
Topics
Artificial Intelligence
The AI "Capex Trap" Is Wall Street's Biggest Fear Right Now. Here's Why I Think It's Overblown.
↗
April 08, 2026
Investors should examine the potential benefits of this spending before panicking over its scope.
Via
The Motley Fool
Topics
Artificial Intelligence
This Billionaire Just Loaded Up on 5 Genius AI Picks
↗
April 08, 2026
Billionaires are still bullish on the AI build-out.
Via
The Motley Fool
Topics
Artificial Intelligence
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