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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
Client Contact with Portfolio Manager(s)
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
TAM
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Alphabet-A
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Updated: 4:00 PM EDT, Mar 16, 2026
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The $150 Billion Question: Microsoft’s Record AI Spend Spooks Wall Street as Cloud Growth Hits a Speed Bump
February 25, 2026
REDMOND, WA — February 25, 2026 — Microsoft Corp. (NASDAQ:MSFT) finds itself at a critical crossroads as investors recalibrate their expectations for the artificial intelligence revolution. Despite...
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NVIDIA Corporation (NASDAQ: NVDA) has fundamentally rewritten the rules of the artificial intelligence (AI) supply chain with a massive $2 billion strategic investment in CoreWeave (NYSE: CRWV), a...
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Everyone Is Betting on Polymarket, but Smart Investors Are Betting on This AI Stock Instead
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February 25, 2026
It's smarter to invest in Nvidia than to bet on binary outcomes on Polymarket.
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Zoom Transcends its Video Roots: Q4 Earnings Reveal a New AI-First Powerhouse
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Retail’s New Frontier: How Walmart’s $1 Trillion AI Transformation Is Rewriting the Rules of the Supply Chain
February 25, 2026
BENTONVILLE, AR — As of February 25, 2026, the retail landscape has reached a historic turning point. Walmart (NYSE: WMT) has officially crossed the $1 trillion market capitalization threshold, a...
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The Pentagon's AI Ultimatum: Anthropic Faces 'Supply Chain Risk' Label Over Model Safeguards
February 25, 2026
The United States Department of Defense has issued a stark ultimatum to Anthropic AI, threatening to designate the San Francisco-based startup a "supply chain risk" if it does not remove specific...
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Snowflake’s AI Gambit: Data Cloud Giant Faces High-Stakes Earnings as Market Demands Consumption-Based Proof
February 25, 2026
SANTA CLARA, CA — As the closing bell rings on Wall Street this Wednesday, February 25, 2026, all eyes are fixed on Snowflake (NYSE: SNOW), the bellwether of the "Data Cloud" economy. The company is...
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The $111 Billion Showdown: Paramount’s Hostile All-Cash Bid Pushes Warner Bros. Discovery to the Brink
February 25, 2026
In a move that has sent shockwaves through the global media landscape, Paramount Global (NASDAQ: PARA)—now operating under the aggressive leadership of the Paramount-Skydance merger—has launched a...
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Nvidia’s Moment of Truth: AI Titan Faces Make-or-Break Earnings as Market Momentum Stalls
February 25, 2026
SANTA CLARA, Calif. — The eyes of the global financial community are fixed on Silicon Valley today, February 25, 2026, as Nvidia (NASDAQ:NVDA) prepares to release its fiscal fourth-quarter 2026...
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The Inventory Paradox: Why Copper Prices are Cooling Despite a Global Stockpile Surge
February 25, 2026
The global copper market has entered a state of profound disequilibrium as of February 2026, characterized by what analysts are calling the "Inventory Paradox." Despite the relentless long-term demand...
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Is Oracle Stock a Millionaire Maker?
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February 25, 2026
Oracle is paying a high price as it attempts to punch its ticket to the clouds.
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Here's the 1 Stock Hedge Funds Are Buying Hand Over Fist
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February 25, 2026
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2 Stock-Split Stocks to Buy Before They Soar 95% and 103%, According to Wall Street Analysts
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February 25, 2026
Netflix and ServiceNow recently completed stock splits, and both companies' shares look attractive at current prices.
Via
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Nvidia Earnings Today Could Swing AI Trade: AMD, Intel, TSMC Among Stocks To Watch
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February 25, 2026
For Nvidia stock, earnings have historically triggered muted or negative reactions despite strong fundamentals.
Via
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If You Like Money, This ETF Could Be What You're Looking For
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February 25, 2026
If you seek a diversified portfolio consisting of winners, VTI may be right for you.
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1 Internet Stock to Target This Week and 2 We Turn Down
February 24, 2026
Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. Despite the tailwinds, their demand largely hinges on consumer spending habits, which...
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Nvidia Earnings: What to Watch for on Feb. 25
↗
February 24, 2026
Nvidia's comments could act as a catalyst for its stock -- and tech stocks in general.
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Alphabet vs. Meta Platforms: Which One Will Dominate the Next Decade?
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February 24, 2026
One tech titan possesses an edge over its digital advertising rival.
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The Warsh Doctrine: A New Era of Monetary Discipline Approaches the Federal Reserve
February 24, 2026
As the sun begins to set on Jerome Powell’s tenure at the helm of the world’s most powerful central bank, the financial world is bracing for a tectonic shift in economic governance. The nomination of...
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The Trillion-Dollar Question: NVIDIA Braces for Fiscal 2026 Results as the ‘Rubin’ Era Dawns
February 24, 2026
On the eve of what is arguably the most anticipated corporate event of the year, the global financial markets have ground to a virtual standstill. Tomorrow, February 25, 2026, NVIDIA (NASDAQ:NVDA) is...
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The Great Convergence: S&P 493 vs. Magnificent Seven as Markets Pivot Toward Breadth
February 24, 2026
The era of the "two-speed" stock market, defined by a handful of tech titans dragging a sluggish index behind them, has officially come to a close. On January 28, 2026, the S&P 500 reached a historic...
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Anthropic’s “Claude Code Security” Triggers Cybersecurity Flash Crash as AI Upends Industry Moats
February 24, 2026
The cybersecurity sector faced a seismic shift this week following the unveiling of “Claude Code Security,” a groundbreaking AI-powered code-scanning tool from Anthropic. The release, which promises to...
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Wall Street Finds Its Footing: 'Turnaround Tuesday' Sparked by Robust Jobs Data and Surging Consumer Confidence
February 24, 2026
The US stock market staged a definitive recovery on Tuesday, February 24, 2026, as a duo of upbeat economic reports provided the "soft landing" narrative with much-needed oxygen. Following a bruising...
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Google’s TCF v2.3 Deadline Puts Publisher Revenue at Risk – Clym Responds With Easy Migration Support
February 24, 2026
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Systems Architect Ferdinand Mehlinger Secures Official Google Verification for G-Stacker AI Infrastructure
February 24, 2026
WILMINGTON, DE - February 24, 2026 - PRESSADVANTAGE - The digital world is currently navigating a "Verification Crisis." As generative AI continues to flood the internet with synthetic content, the...
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Klarna Stock Rises As $8.3 Billion Lawsuit Verdict Against Google Nears
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February 24, 2026
The outcome of the proceedings is inherently uncertain. No assurance can be given that PriceRunner will succeed on liability or quantum, the company said in a statement.
Via
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Why Openlane Stock is Drawing Institutional Investor Interest
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February 24, 2026
Openlane operates a digital marketplace for used vehicles, serving dealers and commercial clients across North America and Europe.
Via
The Motley Fool
Topics
Regulatory Compliance
Klaviyo Stock Jumps After Google Partnership Announcement
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February 24, 2026
Klaviyo Inc (NYSE:KVYO) shares are trading higher on Tuesday. The B2C CRM platform announced a major strategic partnership with Google.
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Is Taiwan Semiconductor Stock a Buy Now?
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February 24, 2026
Despite an exceptionally strong 2025 performance, Taiwan Semiconductor still has plenty of room to run this year and beyond.
Via
The Motley Fool
Topics
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Earnings
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