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home
about us
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Firm ADV PDFs
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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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Sample Portfolio
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
Quarterly Performance Reports
EVENTS
FIP
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
Bond Fund 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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Verizon Lifts 2025 Cash Flow Forecast: Retail Says Stock Is ‘Recession-Proof’
July 21, 2025
Via
Stocktwits
Tesla Gets A Price Target Hike From BofA Ahead Of Q2 Report: Retail Sets Sight On The Crucial $400-Mark
July 21, 2025
BofA’s new price target implies a 3.4% upside to Tesla’s closing price on Friday.
Via
Stocktwits
Topics
World Trade
Wall Street Expects GM Revenue, Earnings To Fall In Q2, But Retail Investors Find No Reason To Be Pessimistic
July 21, 2025
JPMorgan analyst Ryan Brinkman raised the firm's price target on General Motors to $60 from $56, while keeping an ‘Overweight’ rating on the shares.
Via
Stocktwits
Topics
Artificial Intelligence
Pinterest Sees Surge In Retail Buzz As Ad Efficiency Drives Morgan Stanley Upgrade
July 21, 2025
Morgan Stanley upgraded the stock, citing undervalued growth potential and enhanced monetization opportunities.
Via
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Microsoft Hit With ‘Active’ Cyberattacks On Servers At Customer Sites, Impacting Government Agencies, Businesses: Experts Say ‘Significant Vulnerability’
July 21, 2025
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Starbucks Stock Just Snagged Sell Recommendation, But Most Wall Street Firms Willing To Wait Out For Reversal In Fortunes
July 18, 2025
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Netflix Retail Traders Relish Beat-and-Raise Q2 But Investors Wary Of Rising Expenditure To Fund Strong Second-Half Content Slate
July 18, 2025
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Veritone’s AI Solutions Land Spot On DoD’s Elite Procurement List: Retail Chatter Explodes 800% In 24 Hours
July 17, 2025
Via
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Topics
Artificial Intelligence
Tesla Stock Sees 28% Slide In Retail Chatter Over Past Week Ahead Of Q2 Earnings
July 18, 2025
Tesla is slated to report its second quarter (Q2) earnings after the closing bell on Wednesday, July 23.
Via
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Topics
Artificial Intelligence
Earnings
Government
BofA’s Price Target Hike On Dell Stock Makes Retail Believe There’s ‘Opportunity’
July 18, 2025
Bank of America increased Dell’s price target to $165, citing strong growth potential from AI demand, and also raised its FY26 revenue and earnings forecasts.
Via
Stocktwits
Topics
Artificial Intelligence
MEI Pharma Announces $100M Placement To Initiate Litecoin Treasury Strategy: Retail Cheers Charlie Lee’s Addition To Company Board
July 18, 2025
MEI Pharma intends to use the funds to acquire the native cryptocurrency of the Litecoin blockchain, commonly referred to as “LTC”, which will serve as the company’s primary treasury reserve asset.
Via
Stocktwits
Grubhub Owner Wonder Reportedly In Talks For $500M Debt Refinancing
July 18, 2025
According to a report by Bloomberg, the company has approached private credit firms and is exploring financing terms that would include a payment-in-kind (PIK) feature.
Via
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Topics
Lawsuit
Roblox Sees Explosion In Retail Chatter As New Features Put Teens in Control, Parents In The Loop
July 17, 2025
Via
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TSMC Stock Eyes Fresh Record As Chip Foundry’s Q2 Results, Guidance Exceed Estimates On AI Demand Surge
July 17, 2025
Via
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Topics
Artificial Intelligence
Google’s Pixel 10 Event Draws Retail Cheer As It Promises Foldable AI Phones And Smartwatch
July 16, 2025
Via
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Artificial Intelligence
J.M. Smucker Raises Dividend, But Retail Investors Stay On The Fence
July 17, 2025
The jams and peanut butter maker recently issued a downbeat forecast for the current fiscal year, blaming headwinds from higher coffee costs and U.S. tariffs.
Via
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Topics
ETFs
World Trade
Netflix Q2 Set to Impress? Analysts, Retail Traders Eye Outperformance on Rising Engagement and Price Hikes
July 17, 2025
The company is expected to report second-quarter earnings per share of $7.09 on revenue of $11.06 billion, according to consensus estimates compiled by Fiscal.ai.
Via
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Topics
Artificial Intelligence
Government
World Trade
Hewlett Packard Enterprise Sees Boardroom Shakeup As Elliott Gains Influence: Retail Sees No Reason To Cheer
July 16, 2025
The company appointed Robert Calderoni to its board, formed a Strategy Committee, and entered a cooperation agreement with Elliott Investment to strengthen business strategy.
Via
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Topics
Artificial Intelligence
Roblox Retail Traders Stay Bullish As JPMorgan Lifts Price Target On Surging Engagement Trends
July 16, 2025
Via
Stocktwits
Wendy's Announces 190 New Burger Chain Outlets In Italy and Armenia: Retail View Turns Bullish
July 16, 2025
Via
Stocktwits
Roblox Announces IP Licensing Tool, Strikes Deals To Bring Experiences From Popular Netflix Shows Into Gameplay
July 16, 2025
Via
Stocktwits
Stitch Fix Surges After William Blair Upgrade: Retail Still On The Fence
July 14, 2025
Via
Stocktwits
Meta Bets Billions On Large-Scale AI Clusters Comparable To Manhattan Blocks
July 14, 2025
Via
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Topics
Artificial Intelligence
ASML’s Bookings Rebound Strongly In Q2 Amid AI Demand Surge But CEO Says ‘Can’t Confirm’ Chip-Equipment Maker Will Grow In 2026
July 16, 2025
Net sales increased 23% year over year to 7.69 billion euros, with installed base management sales accounting for 2.10 billion euros.
Via
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Topics
Artificial Intelligence
S&P Global Partners With Anthropic To Integrate Databases, But Retail Turns Cautious
July 15, 2025
By integrating S&P Global’s data into Claude’s GenAI platform, finance professionals can gain instant access to verified financial insights, enabling them to analyze trends, credit ratings, and market...
Via
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Artificial Intelligence
Earnings
Stocks
Apple To Reportedly Invest $500M Into US Rare Earths Supplier MP Materials
July 15, 2025
Apple reported investment aims to strengthen U.S. rare earth magnet production, reduce reliance on China, and support domestic supply chains.
Via
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Topics
Artificial Intelligence
Economy
Supply Chain
CoreWeave Makes Bold $6B Bet On AI Infrastructure In Pennsylvania, Stock Rockets Pre-Market
July 15, 2025
The data center, initially set to run on 100 MW of power and scalable up to 300 MW, marks one of the first large-scale AI-dedicated installations in the Mid-Atlantic region.
Via
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Topics
Artificial Intelligence
Economy
Government
Autodesk Ends PTC Pursuit, Sharpens Focus On Organic Growth: Retail’s Buoyant
July 14, 2025
Via
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Apple iPhone Shipments Rose 1.5% in Q2, China Downturn Offset By Growth In Emerging Markets: IDC
July 15, 2025
Meanwhile, a report said Apple’s manufacturing partner Foxconn had begun trial production in India for the iPhone 17 line, due to release around September.
Via
Stocktwits
Topics
Artificial Intelligence
Zuckerberg Channels His Inner Musk? Report Reveals Meta Going ‘Full Elon Mode’ As It Builds AI Data Centers In Tents
July 15, 2025
The urgency shown by Zuckerberg comes after the company ceded the lead in open-source models to China’s DeepSeek, which unveiled its first model in January.
Via
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