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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Vanguard Total Stock Market ETF
(NY:
VTI
)
334.71
+0.63 (+0.19%)
Streaming Delayed Price
Updated: 12:51 PM EDT, Oct 31, 2025
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All News about Vanguard Total Stock Market ETF
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Stitch Fix Surges After William Blair Upgrade: Retail Still On The Fence
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July 14, 2025
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Synopsys-Ansys’ $35B Deal Reportedly Gets China’s Conditional Approval Days Before Closure Deadline
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China’s approval removes the final global barrier for the deal, with conditions ensuring continued design tool access for Chinese customers and partners.
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Tesla To Face First Jury Trial Related To Its Autopilot System: Report
July 14, 2025
The new case stems from a 2019 crash of a Tesla Model S sedan driven at night by George Brian McGee on a two-lane road in South Florida with the Autopilot engaged, The New York Times reported.
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Best Buy Gets A Downgrade From Piper Sandler, Shares Drop Premarket
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Microsoft Investors Demand Oversight On AI Use In Gaza, Questioning Human Rights Due Diligence
July 11, 2025
A group of Microsoft investors is urging the company to evaluate how its AI tools are used, following reports linking its technology to Israeli military operations during the war in Gaza.
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CEL-SCI Stock Soars On Imminent Partnership With Saudi Arabian Pharma Company For Cancer Drug: Retail’s Thrilled
July 11, 2025
The formal agreement is expected to be signed with the Saudi pharmaceutical partner in the coming weeks, CEL-SCI said.
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MiNK Therapeutics Stock Soars On Patient Receiving Full Remission In Testicular Cancer With Investigational Cell Therapy
July 11, 2025
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AMC Stock Jumps After Wedush Upgrade Despite Broader Market Weakness
July 11, 2025
Wedbush upgraded AMC to Outperform, citing stronger film releases, reduced 2026 debt risks, and international expansion.
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Artificial Intelligence
RealSense Spins Out Of Intel With $50M Boost To Tackle AI Robotics: Retail Stays Optimistic
July 11, 2025
RealSense has spun out from Intel, raising $50 million to grow its AI-driven robotics and biometrics business
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Apple Retail Traders Bullish As Cupertino Reportedly Eyes Flurry Of New Product Launches In Spring 2026
July 11, 2025
Gurman said the back-to-back launch of the low-end iPhone suggests the company is targeting an annual release cycle for its affordable iPhones.
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Is Starbucks China Really Worth $10B? Why Analysts Feel Rumored Valuation Is A Bit Too Rich
July 11, 2025
Investment advisor TD Cowen said a valuation range of $2.6 billion to $4.7 billion is "more realistic."
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Nvidia’s Jensen Huang Reportedly Met With Trump Ahead Of Beijing Trip As World’s Most Valued Company Readies New China-Focused Chip
July 11, 2025
The meeting assumes importance as Nvidia has been handicapped by the Trump administration’s decision to expand China chip restrictions.
Via
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Nike Replaces Converse Chief To Revive Iconic Canvas Sneaker Brand
July 10, 2025
The move marks the latest step in CEO Elliott Hill’s ongoing turnaround strategy.
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Levi’s Stock Surges After-Hours On Q2 Beat And Upbeat Outlook, Lifting Retail Sentiment
July 10, 2025
The denim brand said consumer trends are strong, and people, especially women, are buying more through its self-owned stores and e-commerce site.
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World Trade
Teradyne’s Stock Jumps After Report Links Its Tech To Amazon’s Vulcan Robot – Retail Turns Bullish
July 10, 2025
Hunterbrook Media cited UBS saying that if Amazon automates up to 80% of the 14 billion items it handles annually with its new robot, it could generate an estimated $400 million in revenue for...
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Autodesk Stock Drops On Potential Acquisition Of Peer PTC, But Retail’s Exuberant
July 10, 2025
Autodesk Inc. is reportedly exploring a potential acquisition of PTC Inc. in a possible $25 billion deal, amid growing demand for AI-driven software.
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Elon Musk Says Grok Is Coming To Tesla Vehicles ‘Next Week At The Latest’
July 10, 2025
“Grok is coming to Tesla vehicles very soon. Next week at the latest,” the CEO wrote in response to a Tesla investor.
Via
Stocktwits
Topics
Artificial Intelligence
Palantir Seen As ‘Next Oracle’ On A ‘Golden Path’ In AI As Wedbush Hikes Price Target – Retail Echoes Confidence
July 10, 2025
Wedbush raised Palantir's price target, citing strong AI adoption, federal momentum, and a potential of over $1 billion in commercial revenue.
Via
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Topics
Artificial Intelligence
Tesla To Hold Annual Shareholder Meeting On November 6 Amid Growing Investor Backlash
July 10, 2025
Shareholders who intend to present a proposal to include in the proxy statement for the meeting must submit it by July 31.
Via
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Topics
Electric Vehicles
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Nvidia Goes Parabolic With $4 Trillion Club Entry, But Most Retail Traders Are Loading Up Or Holding: Analysts Brace For FOMO Buying
July 10, 2025
Wedbush’s Danile Ives expects the company to hit the next milestone of $5 trillion over the next 18 months, given his view that the current tech bull market is still early, being led by the AI...
Via
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Topics
Artificial Intelligence
Dollar Tree Announces $2.5B Share Buyback: Retail Investors Upbeat
July 10, 2025
The stock has gained over 38% year-to-date and is currently trading near its 52-week high.
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1 Spectacular Vanguard ETF That Could Turn $1,000 Per Month Into $500,000 in Under 20 Years
July 10, 2025
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Mondelez Recalls Ritz Crackers After Mislabelling Peanut Butter As Cheese In Some Packaging
July 10, 2025
The company reported that there have been no injuries or illnesses associated with this product to date.
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Topics
Product Recall
Supply Chain
Microsoft Stock Hits New High: Analysts Say $4 Trillion Valuation May Be Within Reach As AI Upside Still Underappreciated
July 10, 2025
Judson Althoff quantified Microsoft’s AI savings as exceeding $500 million in its call centers in 2024, with the technology’s usage helping to improve both employee and customer satisfaction.
Via
Stocktwits
Topics
Artificial Intelligence
Elon Musk-Led Tesla Urges Buyers To Take EV Deliveries Before Sept 30 After Trump Administration Kills $7,500 Tax Credit
July 09, 2025
The expiry of federal tax credits will weigh on the pockets of Tesla consumers as several of the company’s best-selling models are currently eligible for it.
Via
Stocktwits
Topics
Government
Google Fails To Resolve EU Search Dispute, Faces Major Antitrust Risk
July 09, 2025
The lack of resolution between Google and the EU’s antitrust concerns over favoring its own services in search results could result in major fines for the tech giant under the Digital Markets Act.
Via
Stocktwits
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