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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
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
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Back Dated Performance Reports
Quarterly 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
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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Alphabet-A
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GOOGL
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+9.67 (+2.69%)
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Updated: 4:00 PM EDT, Jun 15, 2026
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Under Greg Abel, Apple Stock Looks Like It's Here to Stay in Berkshire Hathaway's Portfolio
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May 16, 2026
The conglomerate's first portfolio disclosure under its new CEO hints at a willingness to lean further into technology.
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May 16, 2026
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Nvidia vs. Alphabet: Which Will Be the World's Biggest Company By the End of 2026?
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May 16, 2026
They have been among the biggest winners of the AI revolution so far.
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SEO Service for Locksmiths and Google Ads Strategies That Help Generate More Local Leads
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May 15, 2026
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Warren Buffett's Successor, Greg Abel, Dumped Amazon and Domino's, and More Than Tripled Berkshire's Stake in a Virtual Monopoly in a Massive Portfolio Overhaul
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This isn't your grandparents' Berkshire Hathaway anymore!
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Up Over 25% This Year, Is Alphabet Stock Still a Buy?
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May 15, 2026
Alphabet has been a top-performing AI stock so far in 2026.
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Why Microsoft Stock Is Surging Today
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May 15, 2026
A high-profile hedge fund recently bought Microsoft stock and sold its Alphabet shares.
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Investing $1 Million in This Artificial Intelligence Stock Today Could Be Worth $18.7 Million by 2032
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Space-Based Data Centers Are Yet Another Potential ‘Next Big Thing’ for Google Stock
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Nvidia Just Surpassed Silver as the World's 2nd-Largest Asset. Could $6 Trillion Be Next?
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May 15, 2026
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Billionaire Investor Bill Ackman Just Added a Fourth "Magnificent Seven" Stock to His Hedge Fund's Portfolio. Should Investors Follow Suit?
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Ackman and his team at Pershing Square Capital Management typically only own 10-12 stocks at any given time.
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Alphabet Is Turning Gemini Into an Operating System. Here’s What It Means for Google Stock.
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Google's YouTube Revenue May Be Bigger Than Wall Street Thought, Topping Netflix
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Investor's Business Daily
SpaceX and Google Already Have a $100 Billion Connection. Their Next Project Could Propel Their Partnership Even Further
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May 15, 2026
AI demand is fueling the prospect of launching data center satellites into space.
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Google Analytics 4 Explained: A Simple Guide for Business Owners
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Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications
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Better Super Semiconductor Stock: Advanced Micro Devices (AMD) or Broadcom?
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May 15, 2026
Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.
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The "Magnificent Seven" Has Gained $4.8 Trillion Since the Start of April. Here's Why That's a Risk to the S&P 500 and Nasdaq-100.
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May 15, 2026
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Meta Stock vs. Google Stock: One Is Clearly the Better Buy for the Next 10 Years
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Both Big Tech stocks look like long-term winners, but one clearly has the upper hand.
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Why This Hedge Fund Made a $3 Million Bet on Carter’s Despite Retail Headwinds
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May 14, 2026
Known for its Carter’s and OshKosh brands, this childrenswear leader serves families through retail, wholesale, and digital channels.
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The Motley Fool
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Broadcom vs. Taiwan Semiconductor: Which AI Chip Giant Is the Better Buy Right Now?
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May 14, 2026
Both companies are critical to the AI build-out. But one's growth profile and order book make it the more compelling buy.
Via
The Motley Fool
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2 Artificial Intelligence (AI) Stocks Poised to Win Big From SpaceX's $1.75 Trillion IPO
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May 14, 2026
SpaceX is targeting the largest initial public offering in history at $1.75 trillion.
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The Motley Fool
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All High Quality Names
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Why Broadcom Stock Popped on Thursday
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May 14, 2026
The semiconductor specialist got some love from Wall Street.
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Topics
Artificial Intelligence
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