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home
about us
Investment Approach
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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)
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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 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
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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
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BlackRock
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Updated: 7:00 PM EDT, May 8, 2026
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Apple in 2026: The $3.8 Trillion AI Powerhouse Navigating a New Era
March 10, 2026
Date: March 10, 2026 Introduction As of March 10, 2026, Apple Inc. (NASDAQ: AAPL) stands not just as a technology company, but as a global economic pillar with a market capitalization hovering near...
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March 10, 2026
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The Cybersecurity Titan: A Deep Dive into Palo Alto Networks’ Platformization Era
March 10, 2026
As of March 10, 2026, the cybersecurity landscape has shifted from a fragmented market of "best-of-breed" point products to a centralized battle of integrated platforms. At the epicenter of this...
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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...
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Microsoft EVP Of Strategy Sells 12.3K Shares Worth $5.05 Million
↗
March 09, 2026
Microsoft said on Monday in a filing with the U.S. SEC that its Executive Vice President of Strategy, Kathleen Hogan, completed the sale on March 6.
Via
Stocktwits
Topics
Artificial Intelligence
Regulatory Compliance
The Artificial Intelligence (AI) Stock That Institutional Investors Are Quietly Loading Up on for 2026
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March 09, 2026
Big tech companies aren't the only ones betting big on AI infrastructure; Wall Street institutions are loading up on shares of this cool stock.
Via
The Motley Fool
Topics
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Yielding to Pressure: 10-Year Treasury Yields Surge Past 4.0% as Geopolitics and Inflation Reignite Market Volatility
March 09, 2026
The US Treasury market has entered a period of intense turbulence as the benchmark 10-year yield surged past the critical 4.0% threshold this week, reaching 4.21%—its highest level in over a year. This...
Via
MarketMinute
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Bonds
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The Great Unlocking: Private Equity Confidence Hits Six-Year High as Megadeals Resurge in 2026
March 09, 2026
The global private equity (PE) landscape has undergone a seismic shift in the first quarter of 2026, transitioning from a period of cautious stagnation to an era of aggressive, multi-billion dollar...
Via
MarketMinute
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Energy
In today's session, there are S&P500 stocks with remarkable trading volume.
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March 09, 2026
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Chartmill
London Co of Virginia Sells 37,000 NewMarket Shares in $28 Million Trade
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March 09, 2026
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Via
The Motley Fool
Securities Class Action Lawsuit Against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox Before Deadline on April 6, 2026
March 09, 2026
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Via
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Regulatory Compliance
Securities Class Action Lawsuit Against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox Before Deadline on April 6, 2026
March 09, 2026
NEW YORK, NY - March 9, 2026 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against BlackRock TCP Capital Corp. (“BlackRock TCP” or the “Company”)...
Via
TheNewswire.com
Topics
Lawsuit
Regulatory Compliance
A Recent BlackRock Survey Reveals How Much Americans Think They Need to Retire. The Answer Will Absolutely Shock You.
↗
March 09, 2026
There's no right amount to save for retirement, but most Americans now think they need more than ever, given the high cost of living.
Via
The Motley Fool
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Flying Higher: A Comprehensive Research Feature on United Airlines (UAL) in 2026
March 09, 2026
As of March 9, 2026, the global aviation landscape has undergone a profound transformation, and at the center of this shift stands United Airlines Holdings, Inc. (NASDAQ: UAL). Once a legacy carrier...
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Block Inc. (SQ) 2026 Research Feature: The AI Pivot and the ‘Rule of 40’ Era
March 09, 2026
As of March 9, 2026, Block, Inc. (NYSE: SQ) stands at a pivotal juncture in its nearly two-decade history. Once a high-flying darling of the "fintech revolution," the company has spent the last two...
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Micron Technology (MU): The American Titan of the AI Memory Revolution
March 09, 2026
As of March 9, 2026, the global technology landscape is defined by one primary bottleneck: memory. While the early years of the artificial intelligence boom focused on the raw processing power of GPUs,...
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The Membership Moat: A Deep Dive into Costco Wholesale Corp. (NASDAQ: COST) in 2026
March 09, 2026
As of early 2026, Costco Wholesale Corporation (NASDAQ: COST) stands as a paragon of retail resilience and operational efficiency. In an era defined by rapid digital transformation and shifting...
Via
Finterra
Topics
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Supply Chain
Architecting the AI Interconnect: A Comprehensive Research Feature on Marvell Technology (MRVL)
March 09, 2026
As of March 9, 2026, Marvell Technology, Inc. (Nasdaq: MRVL) has transitioned from a cyclical provider of storage controllers to a structural cornerstone of the global artificial intelligence (AI)...
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The Rural Moat: A Deep Dive into Casey’s General Stores (CASY)
March 09, 2026
As of March 9, 2026, Casey’s General Stores, Inc. (NASDAQ: CASY) stands as a unique titan in the American retail landscape. Often described as a "pizza chain that happens to sell gas," Casey’s has...
Via
Finterra
Topics
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Emissions
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Northrop Grumman (NOC): The Silent Architect of 21st Century Deterrence
March 09, 2026
As of March 9, 2026, Northrop Grumman Corporation (NYSE: NOC) stands as a foundational pillar of the United States’ national security architecture. In an era defined by the return of "Great Power...
Via
Finterra
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ExxonMobil (XOM) in 2026: The Strategic Masterclass of the Molecule and Electron Giant
March 09, 2026
As of March 9, 2026, ExxonMobil Corporation (NYSE: XOM) stands as a titan at the crossroads of a global energy transition. After a period of unprecedented volatility in the early 2020s, the company has...
Via
Finterra
Topics
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Lawsuit
The Great Gold Exodus: Record $2.91 Billion ETF Liquidation Signals Massive Institutional Shift
March 09, 2026
The traditional status of gold as a "safe haven" faced its most severe test in a decade last week as institutional investors executed a historic retreat from precious metals. On March 4, 2026, the SPDR...
Via
MarketMinute
Topics
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The Nitrogen Giant’s Pivot: A Comprehensive 2026 Research Feature on CF Industries (NYSE: CF)
March 09, 2026
Date: March 9, 2026 By: Financial Research Analyst Introduction As of March 2026, CF Industries Holdings, Inc. (NYSE: CF) stands at a pivotal crossroads between traditional agricultural necessity and...
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Finterra
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Initial Public Offering
The Privatization of a Giant: A Deep Dive into Electronic Arts (EA) in 2026
March 09, 2026
Today’s Date: March 9, 2026 Introduction Electronic Arts Inc. (NASDAQ: EA) stands today at the most significant crossroads in its four-decade history. As of early 2026, the Redwood City-based titan is...
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Finterra
Topics
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The $14 Trillion Pivot: Inside BlackRock’s Transformation into a Private Markets Giant
March 09, 2026
As of March 9, 2026, BlackRock, Inc. (NYSE: BLK) stands not just as the world’s largest asset manager, but as a systemic pillar of the global financial architecture. With assets under management (AUM)...
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The $12.3 Billion Dawn: A Comprehensive Research Feature on Dayforce Inc. (DAWN)
March 09, 2026
On March 9, 2026, the landscape of the Human Capital Management (HCM) software industry looks markedly different than it did just a few years ago. At the center of this transformation is Dayforce Inc....
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Crypto News: Pepeto Ethereum Based Crypto Announces Presale Holders Earn From Every Trade Permanently
March 09, 2026
Pepeto just announced that permanent revenue sharing from exchange fees is coded into the smart contract for every presale wallet,
Via
First Publisher
Ethereum Based Crypto Pepeto Announces Exchange Hits 10,000 TPS in Stress Test And Presale Advancing Following Shiba Inu Success
March 09, 2026
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Stocks Set to Open Lower as Oil Prices Surge Above $100 on Middle East Conflict
March 09, 2026
March S&P 500 E-Mini futures (ESH26) are down -1.08%, and March Nasdaq 100 E-Mini futures (NQH26) are down -1.12% this morning, pointing to further losses on Wall Street as the escalating Middle East...
Via
Barchart.com
Topics
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Government
Crypto News: Pepeto Raised More than $7.741M Fast While Markets Ask Why Crypto Is Crashing and If Cardano Is The Best Crypto To Buy Now
March 08, 2026
The Pepeto team announced crossing $7.741 million in presale funding, and the timing tells a story the rest of the
Via
First Publisher
Topics
ETFs
Economy
Government
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