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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
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
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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The Credit Titan: A Deep-Dive into Ares Management (NYSE: ARES) and the Private Credit 2.0 Era
March 16, 2026
As of March 16, 2026, the global financial landscape is undergoing a structural realignment. The "Great Rotation" of the 2020s—where institutional and retail capital shifted from traditional public...
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Finterra
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Initial Public Offering
The AI Pipeline: A Deep-Dive into Credo Technology Group (CRDO) and the Future of 1.6T Connectivity
March 16, 2026
As of March 16, 2026, the global technology sector remains gripped by the "AI Arms Race," a massive capital expenditure cycle where hyperscale data center operators are racing to build the computing...
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Finterra
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Artificial Intelligence
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Initial Public Offering
Broadcom (AVGO): The Architect of the AI Infrastructure Supercycle
March 16, 2026
As of March 16, 2026, the global technology landscape is no longer just "AI-aware"—it is AI-native. At the epicenter of this industrial transformation is Broadcom Inc. (Nasdaq: AVGO), a company that...
Via
Finterra
Topics
Artificial Intelligence
Economy
Government
The Century Gamble: Alphabet’s $180B AI Pivot and the 100-Year Bond Strategy
March 16, 2026
As of March 16, 2026, Alphabet Inc. (NASDAQ: GOOGL) finds itself at a historic crossroads, transitioning from a dominant software and services provider into what analysts are calling a...
Via
Finterra
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Artificial Intelligence
Bonds
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The Camarillo Comeback: A Deep-Dive into Semtech Corporation’s (SMTC) AI-Driven Transformation
March 16, 2026
Today, March 16, 2026, Semtech Corporation (NASDAQ: SMTC) released its fourth-quarter and full-fiscal year 2026 earnings, marking what many analysts are calling the final chapter of a remarkable...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Strategy Snaps Up $1.57B Of Bitcoin, Narrows Gap With BlackRock’s IBIT
↗
March 16, 2026
Strategy bought its Bitcoin after selling 11.8 million of STRC preferred shares and common stock.
Via
Stocktwits
Topics
ETFs
Crypto News: Pepeto Announces Binance Level Exchange Update And Ethereum Price Prediction Eyes $7,000
March 15, 2026
Pepeto's team announces a critical milestone on its Binance level exchange, advancing the order matching engine and cross chain liquidity
Via
First Publisher
Topics
Artificial Intelligence
ETFs
Oil CEOs Warn of Supply Shock, Morgan Stanley & BlackRock Limit Withdrawals And More: This Week In Economy
↗
March 15, 2026
This week, finance and energy leaders warned of oil supply shocks, market risks, and global economic fallout from Strait of Hormuz tensions.
Via
Benzinga
MSTR Closing Gap With BlackRock’s IBIT In Race For Largest Bitcoin Treasury
↗
March 14, 2026
Strategy might swiftly close the deficit by buying 40,774 BTC, worth $2.88 billion, at $70,539 per BTC.
Via
Stocktwits
Topics
ETFs
Bitcoin Stands Firm: Digital Gold Decouples as Equities Tumble in March Meltdown
March 13, 2026
In a striking display of divergence that has caught the attention of global analysts, Bitcoin maintained its position above the critical $71,000 threshold today, March 13, 2026. While the broader...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Liquidity Gates Slam Shut: Morgan Stanley Shares Tumble as Private Credit Cracks Widen
March 13, 2026
NEW YORK — Shares of Morgan Stanley (NYSE: MS) plummeted 4.1% on Thursday, marking one of the sharpest single-day declines for the banking giant in months. The sell-off followed a late-Wednesday...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Bond Market Shock: 10-Year Treasury Yield Surges to 4.28% as 'War Premium' Rattles Global Finance
March 13, 2026
The global financial landscape has shifted violently over the past two weeks as the 10-year Treasury yield skyrocketed from a late-February low of 3.97% to a staggering 4.28% as of March 12, 2026. This...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Liquidity Crunch Hits Private Credit: Morgan Stanley Caps Redemptions Amid Surging Withdrawal Requests
March 13, 2026
The rapidly expanding private credit market faced a significant reality check this week as Morgan Stanley (NYSE: MS) announced it would severely limit withdrawals from its flagship North Haven Private...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Institutional 'Bottom-Fishers' Surface Amidst $1 Trillion Friday the 13th Market Wipeout
March 13, 2026
The U.S. stock market witnessed a historic display of volatility on Friday, March 13, 2026, as a "perfect storm" of geopolitical escalations and deteriorating economic data triggered a staggering $1...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Nitrogen King: Why CF Industries is March 2026’s #1 S&P 500 Performer
March 13, 2026
As of March 13, 2026, the financial markets are witnessing a tectonic shift in investor preference. For years, the narrative was dominated by generative artificial intelligence and the "Magnificent...
Via
Finterra
Topics
Artificial Intelligence
Economy
Energy
BESI: The $15 Billion Chess Move – Hybrid Bonding and the M&A Surge
March 13, 2026
Date: 3/13/2026 Introduction On March 13, 2026, the European semiconductor landscape was jolted by a 10.2% surge in shares of BE Semiconductor Industries (Euronext Amsterdam: BESI), as rumors of a...
Via
Finterra
Topics
Artificial Intelligence
Bonds
Electric Vehicles
Energy Giant Under Pressure: A Deep Dive into SLB (Schlumberger) Amid 2026 Middle East Disruptions
March 13, 2026
As of March 13, 2026, the global energy sector is reeling from a sudden shift in the narrative surrounding its most formidable player: Schlumberger Ltd. (NYSE: SLB). Long regarded as the gold standard...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
GE Aerospace: The AI-Powered Sovereign of the Skies – A Deep Dive into the Pure-Play Transition
March 13, 2026
As of March 13, 2026, the industrial landscape has been fundamentally reshaped by the emergence of GE Aerospace (NYSE: GE) as a standalone, pure-play aviation titan. Once the crown jewel of a sprawling...
Via
Finterra
Topics
Artificial Intelligence
Economy
Emissions
Pricing Power and Deleveraging: A Deep Dive into Celanese Corp. (CE) in 2026
March 13, 2026
As of March 13, 2026, the global chemical sector is witnessing a high-stakes recalibration, and at the center of this movement is Celanese Corp. (NYSE: CE). Long regarded as a bellwether for the...
Via
Finterra
Topics
Derivatives
Economy
Electric Vehicles
Micron’s AI Supercycle: Why 2026 is the Year of the Memory Fortress
March 13, 2026
Today’s Date: March 13, 2026 Introduction In the rapidly shifting landscape of the global semiconductor industry, few stories are as dramatic as the transformation of Micron Technology, Inc. (NASDAQ:...
Via
Finterra
Topics
Artificial Intelligence
Bankruptcy
Intellectual Property
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 Sovereign Intelligence Grid: Inside Nvidia’s Record $68B Quarter and the Palantir Alliance
March 13, 2026
As of today, March 13, 2026, the global technology landscape is no longer just "AI-integrated"—it is AI-native. At the epicenter of this industrial revolution stands Nvidia Corp. (NASDAQ: NVDA), a...
Via
Finterra
Topics
Artificial Intelligence
Economy
Supply Chain
The Power Behind the Permian: Inside Atlas Energy Solutions’ $840M Pivot to the AI-Energy Nexus
March 13, 2026
As the global energy markets witness a historic "March 2026 Energy Rally," one company has emerged at the center of a radical industrial convergence. Atlas Energy Solutions Inc. (NYSE: AESI) is no...
Via
Finterra
Topics
Artificial Intelligence
Energy
Initial Public Offering
Is Bitcoin Now a Safe-Haven Asset? If So, Then It Could Be Hugely Undervalued at Just $70,000
↗
March 13, 2026
Could the digital gold investment thesis be making a comeback? Bitcoin investors hope so.
Via
The Motley Fool
Topics
Bonds
Bitcoin vs. iShares Bitcoin Trust: What Is the Better Investment for 2026 and Beyond?
↗
March 13, 2026
After seeing its jaw-dropping price appreciation over the long run, investors should certainly consider ways to gain Bitcoin exposure.
Via
The Motley Fool
Topics
ETFs
$100 Invested In BlackRock 20 Years Ago Would Be Worth This Much Today
↗
March 12, 2026
Via
Benzinga
Stocks Slump on Iran War and Credit Woes
March 12, 2026
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -1.52%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.56%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.73%. March...
Via
Barchart.com
Topics
Economy
Energy
Government
BlackRock Stock Slide As Private Credit Firms Tumble
↗
March 12, 2026
BlackRock Inc (NYSE: BLK) shares are dipping Thursday amid private‑credit market stress tied to Morgan Stanley's withdrawal limits.
Via
Benzinga
BlackRock's $55B Bitcoin ETF Success Continues With Staked Ethereum Launch
↗
March 12, 2026
BlackRock (NYSE:BLK) on Thursday launched the iShares Staked Ethereum Trust ETF
Via
Benzinga
Topics
ETFs
The 'Catalyst Cocktail': Why Early March Delivered the Market's Brutal Mid-October Redux
March 12, 2026
The first full week of March 2026 will likely be remembered as the moment the "soft landing" narrative finally met its match. Investors were hit with a potent "Catalyst Cocktail"—a toxic mix of a...
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Earnings
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