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home
about us
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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
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 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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International Business Machines
(NY:
IBM
)
270.39
+12.12 (+4.69%)
Streaming Delayed Price
Updated: 1:21 PM EDT, Jun 26, 2026
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All News about International Business Machines
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US Labor Market Stagnation: Low Claims and Stubborn Fed Policy Create New Market Equilibrium
February 25, 2026
The U.S. labor market has sent a complex signal to Wall Street this February, as fresh Department of Labor data reveals a "low-hire, low-fire" economy that is complicating the Federal Reserve’s path...
Via
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Topics
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Blue Chip Renaissance: IBM’s Q4 Revenue Surge Signals New Era of Enterprise AI Spending
February 25, 2026
International Business Machines (NYSE: IBM) has solidified its position as the primary engine of the Dow Jones Industrial Average (NYSE: $DIA) following a blockbuster fourth-quarter earnings report...
Via
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IonQ Just Won a Golden Dome Contract. Should You Buy the Quantum Computing Stock Now?
February 25, 2026
IonQ’s Golden Dome contract eligibility boosts its defense profile, but lofty valuations keep the quantum stock a high-risk, high-reward bet.
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Unusual volume S&P500 stocks in Tuesday's session
↗
February 24, 2026
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Chartmill
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...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
IBM Faces Worst Month Since 1992 — Is Anthropic The New Dot-Com Moment?
↗
February 25, 2026
IBM stock is down 25% in its worst month since 1992 after an AI-driven COBOL threat. Is this panic justified — or a rare buying opportunity?
Via
Benzinga
Want to Invest in Quantum Computing? X Stocks That Are Great Buys Right Now
↗
February 25, 2026
These 2 could be big winners as quantum computing evolves.
Via
The Motley Fool
Topics
Artificial Intelligence
Frank Elsner Releases a Three-Tier Security Plan for Busy People
February 25, 2026
Frank Elsner, based in Vancouver, British Columbia, shares a time-boxed plan individuals can use to cut common security risks without turning life into a full-time project. British Columbia, Canada,...
Via
Zexprwire
Top 10 Data Analytics Courses in Delhi, 110040 - "Holi Offer 2026" Free Tableau and "Data Science Course" with IBM Certification Support @ {SLA Consultants} "100% Job Guarantee"
↗
February 25, 2026
Via
Talk Markets
Forget Rigetti Computing: This Dividend‑Paying Powerhouse Has a Much Stronger Upside
↗
February 25, 2026
IBM has everything Rigetti lacks -- free cash flow, GAAP profits, and profits that are growing.
Via
The Motley Fool
Amatullah Kapadia Announces a 30-Day “Decision Buffer” Rule to Reduce Risk and Improve Focus
February 25, 2026
Amatullah Kapadia, a Houston-based data engineer, is adopting a simple personal policy to make decisions with more clarity and fewer rushed errors. Texas, US, 25th February 2026, ZEX PR WIRE, Amatullah...
Via
Zexprwire
Topics
Data Breach
Fraud
Forget D-Wave Quantum: This Big Tech AI Leader Is Quietly Building the Stronger Moat
↗
February 25, 2026
This company gives investors exposure to quantum computing's upside without relying on it for near-term growth.
Via
The Motley Fool
Topics
Artificial Intelligence
As IBM Stock Rebounds From Historic Selloff, Analysts Downplay Anthropic AI Threat: Retail Bulls Pile In
↗
February 24, 2026
UBS upgrades the stock while Evercore and Jefferies argue Claude’s COBOL tool is no threat to IBM’s mainframe moat.
Via
Stocktwits
Topics
Artificial Intelligence
Where Will Rigetti Computing Be by 2030?
↗
February 24, 2026
Rigetti has fallen from $58 to around $16. Is it a buy?
Via
The Motley Fool
The Late-Stage Bull Market Is a Buying Opportunity for Tech
↗
February 24, 2026
Via
MarketBeat
IBM Lost $31 Billion in 1 Day on AI Fears. Should You Buy the Dip?
↗
February 24, 2026
Are AI tools from Anthropic and other players on the verge of disrupting IBM's growth story?
Via
The Motley Fool
Topics
Artificial Intelligence
Should You Buy the Dip in Oversold IBM Stock Today?
February 24, 2026
IBM stock sinks amid investor fears that Claude Code will erode the value of its COBOL-based business. But Evercore ISI analyst recommends buying IBM shares on the pullback.
Via
Barchart.com
Topics
Artificial Intelligence
Why the S&P 500, Dow Jones, and Nasdaq Are Rising Today
↗
February 24, 2026
Stocks bounced back on Tuesday after a rough Monday session. Tariff uncertainty and AI fears drove the volatility.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
ARK’s Cathie Wood Rebuts Citrini AI Thought Piece, Predicts Opportunities After Near-Term Disruptions
↗
February 24, 2026
In a post on X on Tuesday, CEO of ARK Invest Cathie Wood said the firm is forecasting that AI will lead to a productivity boom, contribute to growth, and lower inflation.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Claude Just Dealt Another Blow to IBM Stock. Will It Be Fatal, or Should You Buy the Dip?
February 24, 2026
Claude’s COBOL shake-up just knocked IBM stock lower. Is this a smart buy-the-dip opportunity, or an early warning you shouldn’t ignore?
Via
Barchart.com
Topics
Artificial Intelligence
Gold Surges Past $5,200 as Trump Defies Supreme Court with 15% Global Tariff Surcharge
February 24, 2026
WASHINGTON D.C. — In a day of extraordinary market turbulence, gold prices surged more than 3% on Tuesday, February 24, 2026, breaking past the psychological barrier of $5,200 per ounce. The historic...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
SaaSpocalypse Hits Wall Street: Blackstone and KKR Reeling as AI Disruption Rattles Private Credit Markets
February 24, 2026
In a dramatic reassessment of the technology landscape, shares of private equity titans Blackstone (NYSE: BX) and KKR & Co. Inc. (NYSE: KKR) plummeted yesterday, February 23, 2026, as investors fled...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
IBM Shares Crater 13% as Anthropic’s ‘Claude Code’ Threatens Legacy Mainframe Dominance
February 24, 2026
In a staggering blow to one of the world’s most enduring technology titans, International Business Machines (NYSE: IBM) saw its stock price plummet by 13.2% in a single trading session yesterday,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Are the Best Days Over for IBM Stock? What Price Volatility Tells Us and How You Can Trade IBM Now.
February 24, 2026
IBM’s volume was three times its 30-day average yesterday. It also had a high standard deviation of -3.46. Big moves are the norm for IBM; this latest decline suggests the good times could be over.
Via
Barchart.com
Topics
ETFs
Government
World Trade
Markets Find Their Footing: S&P 500 Stabilizes at 6,800 Support Following 'Monday Disaster' Tariff Shock
February 24, 2026
NEW YORK — The U.S. stock market staged a tentative recovery on Tuesday, February 24, 2026, as investors scrambled to digest the implications of a sudden pivot in global trade policy. Following a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
A Closer Look at IBM's Options Market Dynamics
↗
February 24, 2026
Via
Benzinga
Accenture (ACN): Bridging the Physical and Digital Divide in the AI Infrastructure Era
February 24, 2026
As of February 24, 2026, Accenture (NYSE: ACN) stands at a pivotal crossroads in the professional services industry. Long the gold standard for enterprise digital transformation, the Dublin-based giant...
Via
Finterra
Topics
Artificial Intelligence
Data Breach
Economy
The Mainframe Paradox: Assessing IBM’s Future After the 13% ‘Claude Code’ Shock
February 24, 2026
Introduction On February 24, 2026, the technology sector is still reeling from what traders are calling "Black Monday" for International Business Machines (NYSE: IBM). Just 24 hours ago, shares of the...
Via
Finterra
Topics
Artificial Intelligence
Fraud
Deepgram and IBM Introduce Advanced Voice Capabilities for Enterprise AI
February 24, 2026
From
Deepgram
Via
Business Wire
Stock Index Futures Mixed With Focus on Trump’s SOTU Address and U.S. Economic Data
February 24, 2026
March S&P 500 E-Mini futures (ESH26) are down -0.04%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.21% this morning as sentiment remains cautious following yesterday’s selloff on Wall Street...
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
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