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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
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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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 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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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
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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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Delta Air Lines: The Premium Pivot and the Resilience of the ‘High-Net-Worth’ Traveler
March 18, 2026
As of March 18, 2026, the global aviation industry is grappling with a paradox: record-breaking travel demand clashing with an unprecedented spike in energy costs. At the center of this storm is Delta...
Via
Finterra
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The Growing Risk in Private Credit: Why BlackRock and JPMorgan Are Raising Alarms
March 18, 2026
The private credit contagion is spreading beyond Blue Owl to Wall Street titans like JPMorgan and BlackRock. Here's what investors need to know now.
Via
Barchart.com
Topics
Artificial Intelligence
DVLT Stock Surges 14% Pre-Market Today – Retail Gearing Up For ‘Big’ Earnings
↗
March 18, 2026
In February, the company said it expects fiscal 2025 revenue to range from $38 million to $40 million, far surpassing its earlier projection of $30 million.
Via
Stocktwits
Topics
Artificial Intelligence
BlackRock (BLK) Enters Key Buying Zone below $1000
↗
March 17, 2026
Via
Talk Markets
Crypto Braces For Volatility: Bitcoin Holds $74,000 Ahead Of Fed Rate Decision, Altcoins Lead Gains
↗
March 18, 2026
Analysts expect the FOMC meeting to introduce volatility for Bitcoin, with some anticipating a short-term top.
Via
Stocktwits
Topics
ETFs
Economy
Ethereum Enters Leverage-Fueled Equilibrium After ‘Silver Bullet’ Boost From BlackRock, Data Shows
↗
March 18, 2026
A BlackRock executive pointed to an increase in interest-yield-generating crypto products before Ethereum’s open interest picked up this week.
Via
Stocktwits
Topics
Derivatives
ETFs
New Crypto: Pepeto Cross Chain Bridge Update While Bitcoin Price Hits $75K Leading Dogecoin, XRP and Ethereum Higher
March 17, 2026
New crypto Pepeto update while the bitcoin price just touched $75,000 for the first time in six weeks according to
Via
First Publisher
Topics
Artificial Intelligence
ETFs
Transparency and Technology: Why Apollo and KKR Surged Over 4% as Private Credit Hits a Turning Point
March 17, 2026
On March 17, 2026, the alternative asset management sector staged a powerful rally, defying weeks of market turbulence and a geopolitical energy shock. Shares of Apollo Global Management Inc. (NYSE:...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BlackRock, Inc. - BLK
March 17, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Arthur Hayes Says Fed Won't Cut Rates For Trump, Ignores Bitcoin – Bank Stress Is The Real Signal
↗
March 17, 2026
In a recent podcast, Arthur Hayes said the Federal Reserve is unlikely to cut rates in March or any time soon until visible stress starts to appear in traditional markets.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
'Unimagined' Without Apple: Tim Cook Dismisses Retirement Rumors as Tech Giant Approaches 50th Anniversary
March 17, 2026
In a rare and candid display of institutional commitment, Apple Inc. (NASDAQ: AAPL) CEO Tim Cook has formally pushed back against swirling retirement rumors as he reaches his 65th birthday milestone....
Via
MarketMinute
Topics
Artificial Intelligence
Retirement
Geopolitical Firestorm: US-Iran Conflict Triggers 70% VIX Surge and Energy Market Upheaval
March 17, 2026
The global financial landscape has been thrust into a state of high-intensity volatility as the conflict between the United States and Iran escalates into a full-scale regional confrontation. As of...
Via
MarketMinute
Topics
Economy
Government
Stocks
Is Principal Financial Group Stock Underperforming the Dow?
March 17, 2026
Principal Financial Group has underperformed the Dow recently, and analysts remain cautious about the stock’s prospects.
Via
Barchart.com
Topics
Retirement
Stocks
The Swoosh Pivot: A Deep Dive into Nike’s (NKE) 2026 Rebuilding Era
March 17, 2026
As of March 17, 2026, Nike, Inc. (NYSE: NKE) finds itself at one of the most critical junctures in its 62-year history. After a tumultuous period defined by a rigid shift toward direct-to-consumer...
Via
Finterra
Topics
Artificial Intelligence
Economy
World Trade
United Airlines (UAL): The Rise of a Premium Powerhouse in the ‘United Next’ Era
March 17, 2026
As of March 17, 2026, United Airlines Holdings, Inc. (NASDAQ: UAL) stands at a pivotal junction in its storied century-long history. Once viewed as a perennial laggard behind industry darling Delta Air...
Via
Finterra
Topics
Economy
Victory Capital Escalates Bidding War for Janus Henderson with 'Clearly Superior' Cash-Rich Offer
March 17, 2026
In a high-stakes showdown that has electrified the asset management sector, Victory Capital Holdings (NASDAQ: VCTR) has significantly increased its bid for Janus Henderson Group (NYSE: JHG), submitting...
Via
MarketMinute
The Silent Engine of Federal Modernization: A Deep-Dive Into SAIC (NYSE: SAIC) in 2026
March 17, 2026
As of March 17, 2026, Science Applications International Corp. (NYSE: SAIC) stands at a critical crossroads in its decade-long journey as a "pure-play" government services provider. Long regarded as a...
Via
Finterra
Topics
Artificial Intelligence
Lululemon (LULU) at the Crossroads: A 2026 Deep-Dive Research Feature
March 17, 2026
As of March 17, 2026, Lululemon Athletica Inc. (NASDAQ: LULU) stands at one of the most significant crossroads in its 28-year history. Once the undisputed titan of the premium athleisure market, the...
Via
Finterra
Topics
Economy
Initial Public Offering
World Trade
Bitcoin Is Down 42%. Here Are 3 Reasons Why It's a No-Brainer Buy in March.
↗
March 17, 2026
With a negative narrative surrounding Bitcoin, it's time for investors to focus on the most important factors.
Via
The Motley Fool
Topics
ETFs
The Digital Renaissance of News Corp: From Print Legacy to AI Powerhouse
March 17, 2026
Date: March 17, 2026 Introduction As the global media landscape undergoes its most profound transformation since the advent of the internet, News Corporation (NASDAQ: NWSA, NWS) stands at a critical...
Via
Finterra
Topics
Artificial Intelligence
Economy
Stocks
The Orange Empire: A Deep-Dive into Public Storage (PSA) and the Evolution of the Self-Storage REIT
March 17, 2026
As of March 17, 2026, the self-storage landscape has reached a historic inflection point. Public Storage (NYSE: PSA), the long-standing titan of the industry, has once again asserted its dominance with...
Via
Finterra
Topics
Artificial Intelligence
Economy
Emissions
Air Liquide Announces Strategic Response to Russian Asset Nationalization, Reassures Investors on Global Business Stability
March 16, 2026
Via
AB Newswire
New Crypto: Ethereum Based Pepeto Updates Secure DeFi Exchange as Ethereum Price Surges 10% and Trump Rate Cuts Push Market Higher
March 16, 2026
Ethereum based crypto Pepeto just released a major update to its secure DeFi exchange the same week the ethereum price
Via
First Publisher
Topics
Artificial Intelligence
ETFs
Government
Bitcoin Reclaims $74,512: Institutional Powerhouse Drives Major Crypto Rebound
March 16, 2026
NEW YORK — In a resounding display of market resilience, Bitcoin (BTC) surged to $74,512 today, March 16, 2026, marking a pivotal recovery for the world’s largest cryptocurrency. This rally, which...
Via
MarketMinute
Topics
ETFs
Economy
Software Apocalypse? JPMorgan’s Private Credit Markdowns Send Shockwaves Through Ares, Blue Owl, and KKR
March 16, 2026
The private credit market, long considered the "golden child" of the alternative investment world, is facing its most significant liquidity test in years. On March 16, 2026, selling pressure in the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Regulatory Compliance
Why Customers Bancorp (CUBI) Stock Is Up Today
March 16, 2026
What Happened? Shares of regional banking company Customers Bancorp (NYSE:CUBI) jumped 4.2% in the afternoon session after Stephens upgraded the stock to "Eq...
Via
StockStory
Blackrock Fence & Construction Emphasizes Critical Role of Proper Post Depth in Fence Installation Success
March 16, 2026
LEAGUE CITY, TX - March 16, 2026 - PRESSADVANTAGE - Blackrock Fence & Construction, a leading fence contractor serving the Greater Houston area, is highlighting the importance of proper fence...
Via
Press Advantage
The Shadow Banking Crack-Up: Private Credit Faces Its Moment of Truth
March 16, 2026
As of March 16, 2026, the $2.1 trillion private credit market is navigating its most perilous period since the 2008 financial crisis. What was once heralded as a "golden age" for non-bank lending has...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fraud
Ross Stores (ROST) Deep Dive: Mastering the Treasure Hunt in a Shifting Retail Era
March 16, 2026
As of March 16, 2026, the retail landscape continues to grapple with shifting consumer spending patterns and persistent macro-economic pressures. Amidst this volatility, Ross Stores, Inc. (NASDAQ:...
Via
Finterra
Topics
Earnings
Economy
World Trade
The Flight of the Phoenix: GE Aerospace Redefines Industrial Leadership in 2026
March 16, 2026
As of March 16, 2026, GE Aerospace (NYSE: GE) has completed its transformation from a sprawling, troubled conglomerate into a focused, high-margin aviation powerhouse. Once the bellwether of American...
Via
Finterra
Topics
Economy
Emissions
Supply Chain
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