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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
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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Quarterly 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
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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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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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Cisco Systems
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CSCO
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110.06
-2.07 (-1.85%)
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Updated: 4:00 PM EDT, Sep 14, 2026
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Dell’s Lean Machine: Inside the 11,000-Person Pivot Toward an AI-First Future
March 17, 2026
In a move that underscores the brutal efficiency required to lead the artificial intelligence (AI) arms race, Dell Technologies (NYSE: DELL) has confirmed a systematic reduction of approximately 11,000...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Cisco, Nvidia Unlock Faster AI Rollouts Across Enterprises
↗
March 17, 2026
Cisco's Secure AI Factory with Nvidia simplifies deployment and embeds security across your entire infrastructure.
Via
Benzinga
Topics
Artificial Intelligence
Stock Market Today: S&P 500, Dow Jones Futures Tumble As US Allies Reject Trump's Call To Deploy Navy At Hormuz—Uber, Lululemon, Cisco In Focus
↗
March 17, 2026
U.S. stock futures tumbled on Tuesday following Monday’s advances. Futures of the major benchmark indices were lower.
Via
Benzinga
Topics
Government
Stocks
The Optical Supercycle: How Corning (GLW) Became the 'Nervous System' of the AI Era
March 16, 2026
As of March 16, 2026, the equity markets have crowned a surprising new champion in the artificial intelligence gold rush. While silicon and software have long dominated the narrative, the physical...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The AI Debt Super-Cycle: Amazon and Alphabet Secure Record $82 Billion in Massive Bond Blitz
March 16, 2026
In a historic move that signals a fundamental shift in Big Tech’s financial strategy, Amazon.com Inc. (NASDAQ: AMZN) and Alphabet Inc. (NASDAQ: GOOGL) have successfully executed two of the largest...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
1 Growth Stock Set to Flourish and 2 We Avoid
March 16, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Via
StockStory
3 Growth Stocks to Add to Your Roster
March 16, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Via
StockStory
The Big Short Michael Burry Warns Nvidia Could Follow Cisco’s Post-Bubble Path
↗
March 15, 2026
Anthropic announced last year that it trained and deployed its Claude models on Google TPUs, Amazon Trainium CPUs, apart from Nvidia GPUs.
Via
Stocktwits
Topics
Artificial Intelligence
Worried About a Stock Market Bubble in 2026? Here's a Smarter Way to Prepare.
↗
March 14, 2026
Don't fall into the trap of not investing during these uncertain periods.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
The 'Sentiment Trap': Why Beating Earnings Is No Longer Enough in the Age of AI Sentiment Analysis
March 13, 2026
In the high-stakes theater of corporate earnings calls, a "beat" on the bottom line used to be a guaranteed ticket to a stock price rally. However, as we move through the first quarter of 2026, a new...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Regulatory Compliance
The Architect of the AI Era: A Deep Dive into Broadcom Inc. (AVGO) as Revenue Surges to $19.3B
March 13, 2026
Today’s Date: March 13, 2026 Introduction As of March 2026, the global technology landscape has undergone a paradigm shift, transitioning from the experimental phase of Generative AI to a period of...
Via
Finterra
Topics
Artificial Intelligence
The Library of AI: Why Western Digital (WDC) is the Backbone of the 2026 Data Revolution
March 13, 2026
Today’s Date: March 13, 2026 Introduction In the frantic gold rush of the Generative AI era, the spotlight has long been monopolized by the "picks and shovels" of compute—the GPUs and high-bandwidth...
Via
Finterra
Topics
Artificial Intelligence
2 Growth Stocks Set to Flourishand 1 We Turn Down
March 13, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Via
StockStory
2 Growth Stocks to Stash and 1 That Underwhelm
March 13, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Via
StockStory
Topics
Initial Public Offering
1 Growth Stock with Explosive Upside and 2 We Avoid
March 13, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Via
StockStory
1 Growth Stock Set to Flourishand 2 We Find Risky
March 13, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Via
StockStory
The Backbone of the Bull: Why AI Infrastructure is the Structural Anchor of the 2026 Market
March 12, 2026
As of March 12, 2026, the global financial markets have undergone a profound transformation. The speculative fervor that defined the "AI hype" of 2023 and 2024 has matured into a disciplined,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Marvell Technology Shakes Off Bear Market Blues with Record Q4 Results and AI-Driven Growth Strategy
March 12, 2026
Marvell Technology (NASDAQ:MRVL) has officially signaled a turnaround in its fiscal fourth-quarter 2026 earnings report, delivering record-breaking revenue and profit figures that have effectively...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Samsara (IOT): Driving the Future of Connected Operations through Physical AI
March 12, 2026
As of today, March 12, 2026, the industrial landscape is undergoing a digital transformation as profound as the consumer internet revolution of two decades ago. At the epicenter of this shift is...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Saitech Deploys Multimillion Cisco Network Infrastructure for Santa Clara Valley Health Center
March 11, 2026
Saitech Inc., a Cisco Select Partner, successfully deployed a $2.9 million Cisco network infrastructure for Santa Clara Valley Health Center, delivering a secure, scalable, and high-performance network...
Via
PRUnderground
The 'Atoms Over Bits' Revolution: Why Investors are Fleeing AI Software for Physical Moats
March 11, 2026
As of March 11, 2026, the artificial intelligence investment landscape has undergone a violent and fundamental transformation. What began as a speculative gold rush into "AI-powered" software has...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Cisco Systems Anchors Tech Sector as "SaaS-pocalypse" Drives Investors Toward Infrastructure
March 11, 2026
As the broader technology market grapples with a painful revaluation of software providers, Cisco Systems (NASDAQ: CSCO) has emerged as a beacon of stability for defensive-minded investors. On...
Via
MarketMinute
Topics
Artificial Intelligence
Stocks
How Cisco's Artificial Intelligence 'Agentic' Makeover Will Rewire Internet Pioneer
↗
March 11, 2026
If AI turns out to be bigger than the internet, the upside for Cisco stock could come from software products as well as network hardware.
Via
Investor's Business Daily
Topics
Artificial Intelligence
1 Services Stock for Long-Term Investors and 2 We Brush Off
March 11, 2026
Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. ...
Via
StockStory
Stock Market Today, March 10: Nokia Dips as Jefferies Opens Large Position
↗
March 10, 2026
This telecom company lost steam in spite of fresh institutional buying and recent AI network deals today, March 10, 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
CX Research Institute Names VIDA Select Top Expert Matchmaker in San Jose in 2026 Research Report
March 10, 2026
Via
AB Newswire
Topics
Economy
Dow Jones Stages Historic 1,125-Point Volatility Reversal to Reclaim 47,740 Threshold
March 10, 2026
In a trading session defined by whiplash-inducing volatility, the Dow Jones Industrial Average (DJIA) successfully navigated a massive 1,125-point intraday swing on March 10, 2026, to close at...
Via
MarketMinute
Topics
Economy
Government
Stocks
The Great Valuation Inversion: Why Nvidia is Now 'Cheaper' Than the Average S&P 500 Stock
March 10, 2026
As of March 10, 2026, the financial markets are witnessing a phenomenon that few analysts would have predicted during the initial artificial intelligence gold rush of 2023. NVIDIA Corporation...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
AI Infrastructure Boom Propels Broadcom: Morningstar Sets $500 Fair Value Amid Massive FY2027 Growth Projections
March 10, 2026
Broadcom Inc. (NASDAQ: AVGO) has once again solidified its position as a cornerstone of the global artificial intelligence (AI) ecosystem, reporting blockbuster first-quarter fiscal 2026 results that...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
NVIDIA (NVDA): The Full-Stack Architect of the AI Era (March 2026 Analysis)
March 10, 2026
Date: March 10, 2026 Introduction As of early 2026, NVIDIA Corporation (NASDAQ: NVDA) has transcended its origins as a graphics card manufacturer to become the foundational architect of the global...
Via
Finterra
Topics
Artificial Intelligence
Economy
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