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home
about us
Investment Approach
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Team Biographies
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
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Back Dated Performance Reports
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TAV Program
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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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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Microsoft
(NQ:
MSFT
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390.34
-7.41 (-1.86%)
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Updated: 4:00 PM EDT, Jul 22, 2026
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Why Amplitude (AMPL) Stock Is Trading Up Today
July 01, 2026
What Happened? Shares of digital analytics platform Amplitude (NASDAQ:AMPL) jumped 17.6% in the afternoon session after Raymond James initiated coverage of t...
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nCino (NCNO) Stock Trades Up, Here Is Why
July 01, 2026
What Happened? Shares of banking software provider nCino (NASDAQ:NCNO) jumped 7.3% in the afternoon session after the company announced that DNB, Norway's la...
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Forget Apple: Why Microsoft Is a Far Better Value Today
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July 01, 2026
Microsoft's stock looks far cheaper than Apple's.
Via
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Haleon Bets on Microsoft AI To Support Growth and Reach One Billion More Consumers by 2030
↗
July 01, 2026
Haleon expands its Microsoft partnership with a five-year AI deal to improve operations, innovation and support its 2030 growth targets.
Via
Benzinga
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Artificial Intelligence
ExxonMobil vs. Chevron: The Illusion of Revenue Scale
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July 01, 2026
Exxon Mobil maintains a sizable lead in quarterly revenue, while both energy giants report steady results with only minor fluctuations over two years.
Via
The Motley Fool
Topics
Energy
Questions Again Arise Regarding Microsoft’s Quantum Computer
July 01, 2026
Via
Investor Brand Network
Micron’s Run Looks Unstoppable. Here’s the One Number We’re Watching.
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July 01, 2026
Luke Lango breaks down the AI memory boom with Matt Weinschenk, including why this cycle differs from past ones, and the single signal that will tell him when it's time to get out.
Via
InvestorPlace
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Artificial Intelligence
Tech Giants Just Had a Nightmare Month – Bill Ackman Says He's Bullish Now
↗
July 01, 2026
Microsoft, Oracle, Meta, Alphabet and Amazon just had a brutal June on AI-capex fears. Here's why Bill Ackman says he's now bullish.
Via
Benzinga
The Most In-Demand Commodity in the $3 Trillion AI Buildout
July 01, 2026
EQNX::TICKER_START (NASDAQ:SMCI),(NYSE:TSM),(NASDAQ:ASML),(NYSE:DELL),(NASDAQ:META) EQNX::TICKER_END
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FinancialNewsMedia
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Artificial Intelligence
Nvidia's CEO Jensen Huang Just Called Marvell Technology The Next Trillion-Dollar Company. But Is It the Better Stock to Buy?
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July 01, 2026
Marvell's stock has been on fire since the call from Jensen Huang.
Via
The Motley Fool
Topics
Artificial Intelligence
Investigating Microsoft's Standing In Software Industry Compared To Competitors
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July 01, 2026
In today's rapidly changing and highly competitive business world, it is imperative for investors and industry observers to carefully assess companies before making investment choices. In this article,...
Via
Benzinga
10 Mistakes to Avoid When Choosing Microsoft Azure Managed Services
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July 01, 2026
Migrating to Microsoft Azure or scaling an existing cloud environment is a major decision — and the managed services provider (MSP) you choose can make or
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Best Method to Convert MBOX to PST File For Outlook
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July 01, 2026
In today’s digital landscape, email communication is very important for personal and professional interactions. However, with numerous email clients availa
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Talk Markets
Here's Why I Will Never Pay Anywhere Near $1,100 for Micron Stock
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July 01, 2026
Micron stock might be more expensive than it appears.
Via
The Motley Fool
Topics
Artificial Intelligence
How to Use Dragon Mobile App in Windows Phone
↗
July 01, 2026
Voice recognition technology has transformed the way people create documents, take notes, and communicate on the go. The Dragon Mobile App is designed to h
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Talk Markets
Is Nvidia Still a Millionaire-Maker?
↗
July 01, 2026
Nvidia once turned a $1,000 investment into millions.
Via
The Motley Fool
Topics
Artificial Intelligence
Chips Just Booked Their Best Quarter Ever, and Wall Street Rode Along For the Close
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July 01, 2026
Via
Chartmill
SOXX vs. IYW: Is the iShares Semiconductor ETF or Tech ETF the Better Buy for Investors?
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July 01, 2026
Compare portfolio concentration, risk profiles, and dividend yields to see how these two tech-focused funds stack up for investors.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Microsoft to Announce Fresh Layoffs Impacting Thousands as AI Investment Surge Reshapes Workforce: Report
↗
June 30, 2026
Microsoft is reportedly planning to cut thousands of jobs across its sales, consulting and Xbox divisions as it ramps up AI investments.
Via
Benzinga
Topics
Artificial Intelligence
Workforce
The Best "Magnificent Seven" Stock to Buy Right Now?
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June 30, 2026
Investors are hopeful the performance of this group of stocks will improve.
Via
The Motley Fool
Boris Mizhen Is Known For Highly Admiring Bill Gates' Business Instincts
June 30, 2026
Via
Press Release Distribution Service
This Quantum Computing Stock Recently Went Public, and It Could Be the Buy of the Year
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June 30, 2026
Horizon Quantum aims to fill a void in the quantum computing industry.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
More Bark, More Beta: Corgi Debuts 31 Single-Stock ETFs Covering Nvidia, Tesla And More
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June 30, 2026
Corgi launches 31 new single-stock leveraged ETFs tracking Nvidia, Tesla, AMD, Microsoft, and other AI and semiconductor leaders.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Microsoft Corporation of Class Action Lawsuit and Upcoming Deadlines – MSFT
June 30, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Chaz Edward Local Marketing Releases Free Guide on AI SEO Visibility for Local Businesses Across the USA
June 30, 2026
Via
Get News
Topics
Artificial Intelligence
Explore the top gainers and losers within the dow jones index in today's session.
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June 30, 2026
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Chartmill
Amazon Could Be About to Reap the Rewards of a Software Spending Boom
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June 30, 2026
A Jefferies survey of 40 IT executives found 95% plan to increase cloud budgets in 2026, with AWS named a key beneficiary, countering bearish sentiment around Amazon's CapEx spending.
Via
MarketBeat
The "Magnificent Seven's" Capex Supercycle Has Given Birth to 2 Millionaire-Maker Stocks Hiding in Plain Sight. Here's the Best of the Bunch
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June 30, 2026
AI infrastructure spending by the top U.S. hyperscalers is poised to exceed $700 billion this year, and that's great news for these AI stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?
↗
June 30, 2026
Nebius stock has pulled back from its June high, testing whether AI valuation fears outweigh its revenue guidance, backlog and infrastructure growth.
Via
MarketBeat
Topics
Artificial Intelligence
Which dow jones stocks are moving on Tuesday?
↗
June 30, 2026
Via
Chartmill
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