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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
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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
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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TAV Program
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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
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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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MARKET RESEARCH
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WD-40 (NASDAQ:WDFC) Posts Q4 CY2025 Sales In Line With Estimates
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The 42-Cent Solution: NYU’s AI-Powered Oral Exams Signal the End of the Written Essay Era
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The Hour That Shook Silicon Valley: How Anthropic’s Claude Code Replicated a Year of Google Engineering
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The Reasoning Chief Exits: Jerry Tworek’s Departure from OpenAI Marks the End of an Era
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India Launches SOAR: A Massive National Bet to Build the World’s Largest AI-Ready Workforce
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Microsoft Acquires Osmos to Eliminate Data Engineering Bottlenecks in Fabric
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The AI Tax: How High Bandwidth Memory Demand is Predicted to Reshape the 2026 PC Market
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Brussels Tightens the Noose: EU AI Act Enforcement Hits Fever Pitch Amid Transatlantic Trade War Fears
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The “Texas Model” for AI: TRAIGA Goes Into Effect with a Focus on Intent and Innovation
January 08, 2026
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Beyond the Vector: Databricks Unveils ‘Instructed Retrieval’ to Solve the Enterprise RAG Accuracy Crisis
January 08, 2026
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The End of the Chatbot: Why 2026 is the Year of the ‘AI Intern’
January 08, 2026
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The Great Convergence: Artificial Analysis Index v4.0 Reveals a Three-Way Tie for AI Supremacy
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The Trial of the Century: Musk vs. OpenAI and Microsoft Heads to Court Over the ‘Soul’ of AGI
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Anthropic Signals End of AI “Wild West” with Landmark 2026 IPO Preparations
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January 08, 2026
The significance of this round extends far beyond the headline figures. By securing participation from sovereign wealth funds like GIC and institutional leaders like Coatue Management, Anthropic is...
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Beyond Blackwell: Inside Nvidia’s ‘Vera Rubin’ Revolution and the War on ‘Computation Inflation’
January 08, 2026
As the artificial intelligence landscape shifts from simple chatbots to complex agentic reasoning and physical robotics, Nvidia (NASDAQ: NVDA) has officially moved into full production of its...
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Nvidia’s CES 2026 Breakthrough: DGX Spark Update Turns MacBooks into AI Supercomputers
January 08, 2026
In a move that has sent shockwaves through the consumer and professional hardware markets, Nvidia (NASDAQ: NVDA) announced a transformative software update for its DGX Spark AI mini PC at CES 2026. The...
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CES 2026: Lenovo and Motorola Unveil ‘Qira,’ the Ambient AI Bridge That Finally Ends the Windows-Android Divide
January 08, 2026
At the 2026 Consumer Electronics Show (CES) in Las Vegas, Lenovo (HKG: 0992) and its subsidiary Motorola have fundamentally rewritten the rules of personal computing with the launch of Qira, a...
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The Great Decoupling: NVIDIA’s Data Center Revenue Now Six Times Larger Than Intel and AMD Combined
January 08, 2026
As of January 8, 2026, the global semiconductor landscape has reached a definitive tipping point, marking the end of the "CPU-first" era that defined computing for nearly half a century. Recent...
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Intel Reclaims the Silicon Crown: Core Ultra Series 3 ‘Panther Lake’ Debuts at CES 2026 as First US-Made 18A AI PC Chip
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